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Templates

Workflows that work on day one

One-click create a project pre-configured with the statuses, fields, and starter tasks for your team's workflow. Curated, not auto-generated.

Available templates

Pick the closest to start

More templates land monthly. Customers on Pro and Business can save their own templates and share across workspaces.

Agency workflow

Client intake → discovery → delivery → handoff. Custom statuses per stage, fields for retainer hours, CRM linked to delivery board.

Sprint planning

Two-week sprints with planning, in-progress, review, retro columns. Velocity tracking and Cado AI draft enabled by default.

Content calendar

Drafted → reviewed → approved → scheduled → published. Calendar view by default. Custom fields for channel, audience, owner.

Sales CRM

Pipeline with 6 stages (New → Qualified → Discovery → Proposal → Negotiation → Won/Lost). Custom fields for deal size, source, owner.

Product roadmap

Planned / In Progress / Released lanes. Story-point estimates, OKR linking, public-share-link ready.

Need a template we don't have?

Tell us what you'd build and we'll prioritise it on the roadmap. Custom templates for Business and Enterprise included.