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Product Planning
Use This Template
Need to follow your customer’s needs? Plan several stages of your project? Here’s Workiom’s Product Planning template, providing various options for your business processes. You can use it for teams of different sizes and perfectly log, track, monitor, and communicate throughout the whole production cycle.
Use This Template

There are lots of options to tailor the template to your wishes. So, it will come in handy for young and aspiring startups designing their first concept as well as mature organizations with established procedures and several clients.

This template is a base for planning agile software development workload. Issues, sprint planning, scheduling releases, organising feature ideas and tracking the development of each feature with a kanban board. If you want to integrate product management with all the other work management tools in Workiom, this template offers you a basic structure and as always the flexibility for customisation according to your special needs. You can also create new reports to track the performance of your team in each sprint.

Product Planning Template has 4 lists:

  • Issues: Create, organise, prioritise and schedule each issue with this list. Each developer can see only the issues assigned to him/her in ‘My Issues’ view. Track the status of new features or improvements on a pipeline view with ‘Features’ view.
  • Sprints: Plan the workload of each sprint by connecting issues to sprints. Keep a log of what has been done in each sprint.
  • Tags: Categorise your issues with tags for better organisation and to be able to access everything easily when you need to.
  • Releases: Schedule product, version releases with the issues solved in every release. Easily create release reports with this list.

Expenses Tracking
A simple template to start organising your expense tracking. Create accounts, add the spendings and revenues of each account to see overall cash flow for it.
Meeting Agenda
Never have an unproductive meeting again. Organise you meeting agenda, attendees, action items in this Workiom template to save time with more efficient meetings.
Investor Deal Flow
Managing a Venture Capital or Angel Investment firm has many different aspects that can be efficiently streamlined to save tons of time
Task Management
Keep a clear overview or all of your tasks.
Objectives and key results (OKR)
OKR framework with objectives, key results and related tasks.
Social Media Planning
Use this Workiom template to ideate, schedule and track all your social media posts. Add inspirations constantly, create weekly topics to share consistently and store all your visual assets according to their topics. Request new visuals from your designers and track the status for each post.
Growth Hacking Experiments
Growth hacking experiments can have many team members involved and cannot be managed in an isolated manner. Using Workiom for organising growth experiments alongside with all other tasks, projects and data management efforts helps your team collaborate better and stay on the same page.

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.