Team Task Management Free Template

#Business Operations #dashboards #workflow management

Good teamwork is the basis for every successful project. Pipefy’s Team Task Management free template will simplify the way you manage your team’s activities. Use agile best practices and an intuitive kanban interface to achieve your goals and deadlines.

Promote a collaborative environment and achieve your team's goals

When managing tasks it is easy to lose track of the details, especially if you are doing so through multiple channels like online communication tools and email.

Pipefy’s Team Task Management template will enable you to track and monitor activities and oversee what everyone is doing. It will also improve your team’s communication and create a collaboration environment so every member can work together in an organized and hassle-free way. Control deadlines, standardize execution and achieve your team’s goals.

This template won’t only increase your productivity but also help you identify bottlenecks and handle resources strategically. To optimize your process further you can customize it to automate repetitive tasks, like emails and alerts, and save even more time. You can also use the pre-built Dashboard feature to create custom graphs and charts to visualize your process’s data and keep improving your team’s work.

Increase efficiency, reduce stress and ensure a flawless delivery

Get visibility of tasks and deadlines

All of your team’s activities and deliveries in one single place. Stop toggling between tools and know exactly what everyone is doing, prioritize activities, and track deadlines.

Improve your team’s communication

Centralize and automate interactions within the team, and with internal or external clients. Exchange messages, emails, and information without leaving the platform.

Use data to improve your process

Use data in your favor and leverage Pipefy’s features to review and analyze your team’s performance. Identify bottlenecks, increase productivity and keep improving your processes and deliveries.

Improve the way your team works together

Whether your team works remotely or at the office, the Team Task Management template will help you centralize all activities, data, and communication in one place. Using a Kanban board, you can improve overall team visibility, easily assign responsibilities, and track your project’s real-time status.

Label tasks based on urgency or priority, to execute the most critical work first and focus on what matters for your results. Communicate with your team, customers, and even suppliers without leaving the platform. If your process requires you to receive requests from external clients, leverage Pipefy’s Request Tracker feature to send them a link so they can monitor the status of their requests. This way, your team won’t have to waste valuable time with follow-up calls and status updates.

With this template, you can streamline your team’s ability to complete requirements quickly and collaboratively with saving time and reducing the risk of human errors.

High-quality deliveries, every time

With Pipefy, you standardize your team’s execution using agile best practices and guarantee a high-quality delivery every time. Define which information and set of actions are required for each step of your process, building an error-proof operation.

From prioritizing tasks to creating checklists and monitoring deadlines and SLAs, you can organize your team’s schedule and make sure your deliveries are meeting your high standard of excellence. Using the Team Task Management template, you can make sure your team members follow the rules and criteria previously agreed to and that no important steps are forgotten.

If you want to go the extra mile, you can automate repetitive tasks, such as notifications and approval requests, and even create conditional responses, so the action is triggered when an event meets specified criteria.

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Use real data to improve your workflow

In addition to improving the way you work and raising the bar for your deliveries, you have a strategic advantage by using our template. Access Pipefy’s pre-built Dashboards feature to extract process metrics and find opportunities for improvement.

Collect and keep track of data such as your team’s performance, the number of received and resolved requests, the average time a request sits in each phase of your process, and much more. With the Team Task Management template, you become more data-driven in the way you manage your team and processes.

Adapt this template for your needs and hit the ground running

Fast and simple to deploy

Get started with your process in minutes with this easy-to-use template.

No/low-code

Customize your unique needs without help from the IT department.

Wide app integrations

Connect your ERP, HRIS, CRM, and other existing tools with Pipefy to build a truly integrated operation.

Teams across the globe love Pipefy

Since we implemented Pipefy, we have been able to control and automate many processes, from operational and simple processes, such as task management, to business processes, such as executive search professionals (a type of service we provide). Our efficiency increased between 30 and 40% after Pipefy’s implementation.

Uelinton Santos COO

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