8 templates

Project Templates That Set Up the Workflow

Pick a template when you create a project and it starts on the right status workflow and the right default view, so nobody has to configure a board before the first task goes on it.

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What a Project Template Actually Does

A template is a saved project structure. Choosing one at project creation decides the set of statuses your work moves through, how work is grouped, and the view the project opens on, whether that is a task list, a board, or a backlog. Only the Agile template switches on sprints, story points, epics, burndown and velocity. The other seven differ from each other by their status workflow, not by hidden modules.

Nothing here is locked. Statuses can be added, renamed, or swapped for a different workflow after the project exists. And once you have a project set up the way you like it, you can save that project as your own template, which then carries its task lists, tasks, labels, task types, and workflow automation rules into every project made from it.

Software delivery2

Teams shipping product, fixing defects, and working in iterations.

Agile Scrum

The only template that switches on sprints, story points, epics, burndown and velocity.

Opens on Backlog and active sprint

NewIn ProgressResolveClose

Bug Tracking

A four stage defect flow on a board, with a separate defect workflow you can set per project.

Opens on Board

BacklogReadyIn ProgressDone

General work tracking3

Start here if your process is simple, or if you want to design it yourself.

Simple

One list, four statuses, nothing to configure. The right starting point for a first project.

Opens on Task list

NewIn ProgressResolveClose

Kanban

A four column board you are meant to rename, with work grouped into milestones.

Opens on Board

NewIn ProgressResolveClose

Task Tracking

The shortest possible workflow. Two statuses, a board, and nothing in the way.

Opens on Board

To DoDone

Business operations3

Repeatable request driven work that runs on a queue and a set of stages.

Content Management

An editorial pipeline with a review outcome, including the two outcomes people forget.

Opens on Board

OpenIn ProgressCancelledRejectedplus 1 more

Recruitment

A seven stage hiring pipeline where each candidate is a card that moves to accepted or rejected.

Opens on Board

ApplicationScreeningInterviewingInterview offerplus 3 more

Procurement

A three stage purchase request queue, built to be extended with your own approval stages.

Opens on Board

RequestedIn ReviewApproved

Pick One in Ten Seconds

All eight templates run the same product. The only real difference is where you start.

Template	Best for	Opens on	Stages
Agile Scrum	Product and engineering teams working in sprints	Backlog and active sprint	4
Bug Tracking	QA engineers, support engineers and developers	Board	4
Simple	Small teams and anyone running their first project	Task list	4
Kanban	Any team that works from a visual queue	Board	4
Task Tracking	Operations, admin and cross functional teams	Board	2
Content Management	Content, marketing and communications teams	Board	5
Recruitment	HR and hiring managers	Board	7
Procurement	Purchasing, finance and operations teams	Board	3

Project Template Questions

What is a project template in Orangescrum?

A project template is a saved project structure you reuse. When you create a project you pick a template, and the project starts with that template's status workflow and default view already in place, rather than with an empty board you have to configure first.

Do the built in templates create tasks for me?

No. The eight templates Orangescrum ships with set up the structure, which is the status workflow, the way work is grouped, and the view the project opens on. They arrive empty of content. A template you save from one of your own projects is different, and does carry its tasks across.

Can I change the workflow after I have picked a template?

Yes. Statuses are not locked to the template. You can add a status from the board or from the status workflow page, rename the ones you have, or switch the project to a different workflow at any point.

Can I save my own project as a template?

Yes. You can save an existing project as a template, or build one from a set of tasks. A template made this way carries its task lists, tasks with their story points and estimates, labels, task types, and workflow automation rules into every project created from it. That is how most teams end up with templates specific to their own work.

Which template should I pick if I am not sure?

Simple. It gives you one list and four statuses with nothing to configure, and you can move the project onto a different workflow later without starting again.

Are templates available on every plan?

Yes. Templates are part of project creation, and every Orangescrum plan includes unlimited users. Some of the capabilities a template pairs with, such as sprints or custom fields, sit on higher plans.

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Create a project, pick a template, and start adding work. Unlimited users on every plan, and the workflow is yours to change.

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