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Task Management
Use This Template
A simple to-do list doesn’t cut it anymore, you have employees, and you need to give them work and to follow up with them, but you don’t want to use a complete project management tool just for that.
Use This Template

A simple to-do list doesn’t cut it anymore, you have employees, and you need to give them work and to follow up with them, but you don’t want to use a complete project management tool just for that.

Workiom task management template is the best place to start with. It allows you to create tasks, assign them to different users, add due dates and track the progress.. Use this simple template to make sure you keep a clear overview or all of your tasks. Use the Table or Kanban View to visualise your tasks in a way that best matches your needs. With this template, you will boost your team productivity with minimum hassle and headache.

This template has only 1 list:

  • Tasks; add the details for the tasks, assign them to team member, add due dates, update progress and track the status with kanban view.
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.
Project Management
A starting point for managing multiple project with tasks linked to them. This template is a simple, easy-to-use way to get started with project management in Workiom.
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
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.
Email Marketing
Use this template to work on the email drafts and schedule the email campaigns
Campaign Tracking
Common ground to monitor every campaign that is going on across channels
PR & Media
Helps you organise you public relations efforts.
Editorial Calendar
Base for all content marketing efforts of your team.
Product Planning
Plan and track you issues, sprints, releases..
Human Resources
Manage employees, Applicants, job openings, interview appointments...

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