I have been working in the IT and project management space for 8 years now. This is what I’ve come up with as a way to manage projects and tasks for your entire team, based on my real-world knowledge.
Based on an agile workflow, this template includes everything you'd expect from Jira-like setup.
- Nicer headings
- New page icon
- A whole new section for creating individual pages for each team member to view all their tickets
The master tickets database is at the heart of this template. Each ticket comes with 25 properties including assignee, client, progress overview, priority, and more.
Create tickets in the backlog before assigning them and adding them to your sprint. Each week you can groom the backlog to decide what you and your team would like to focus on.
Sprints are week long (or more) periods of work. Because each ticket has a number of points/hours assigned to it, you can plan your upcoming weeks and be sure you won't be overworked.
Epics are for those big projects. Each ticket can be added to an epic and you'll be able to see how far along completing the project you are.
Knowledge is power and this template gives you lots of power ⚡ Never worry about great ideas and work being lost when every ticket can be linked to a knowledgebase item. Tickets can also be marked to be documented later using a simple tag.
Client Tickets 🎟
This is a new page that lets clients raise tickets by filling out a form. The information from that form gets added directly to your master tickets database. See the screenshot at the bottom of this page.
A master database of all the work that's ever been raised
This week’s tickets page
All the tickets that are scheduled to be worked on this week will show here
Tickets in testing page
A table of all the tickets currently being tested
Completed tickets page
Shows all the tickets that have ever been completed
View and plan all your work for the upcoming weeks
This is where tickets start. Tickets in here need to be added to a sprint and assigned
View those large bodies or work along with a progress bar
Sprint carryover page
Didn't finish all your tickets? Carry them over to the next sprint
Your internal wiki, linked to tickets
Team member’s ticket page
Each member of your team gets their own page to view their tickets for the current sprint
Client tickets page
Let clients fill out the information and raise tickets directly in your Notion database