Meticulous project planning is crucial for achieving successful and cost-effective project execution. However, with numerous project plan templates and tools available, each offering various features and price points, finding the right software can be a long task in itself.
The process of planning a project, such as defining goals, creating timelines, setting tasks, and collaborating with team members, may appear overwhelming and repetitive. Fortunately, Baserow’s pre-built project plan templates simplify this process. You can quickly get started, consolidate all your project information in one place, and customize the template to meet your specific requirements, all without the need for coding.
Continue reading to learn more about our templates, including their functionality, features, and benefits. We’ll also explain why using a no-code database like Baserow is superior to tools like Excel and Google Sheets or specialized SaaS tools for planning and managing projects of any size and complexity.
- Project tracker
- Project expenses
- Project risk assessment
- Lightweight CRM
- Product roadmap
- Growth experiments
- Brand assets manager
- SMB business plan
- Non-profit project management
- Email marketing project
What is a project plan template?
A project plan template, also known as a “project planner” or “project management template,” is a useful tool that allows teams to efficiently plan, organize, monitor, and evaluate their projects. By using a pre-built template, you can save time and avoid repetitive work when creating new projects. These templates provide a framework that can be customized to suit the unique needs and complexity of your project, ensuring that no important details are overlooked.
Project plan templates come in various forms to cater to different industries and project types. Some common types include project tracker templates, which provide an overview of goals, tasks, schedules, and budget. There are also expense templates for tracking and managing project costs, as well as risk management templates to help identify potential risks, among others.
When selecting a project plan template, it’s crucial to consider that not all templates are created equal. While traditional spreadsheet tools like Excel and Google Sheets may suffice for basic task management, no-code templates offer better data management capabilities. They allow you to store large amounts of data and link related information together in ways that are typically more challenging with a spreadsheet.
Benefits of using a no-code project plan template
- Dynamic and interactive: Unlike spreadsheets that are generally static, no-code project templates are dynamic and interactive, allowing you to easily update, modify, and visualize your project’s progress in real-time.
- Security and governance: No-code platforms have the ability to define user access based on defined roles. This means users have access to the data they are entitled to based on their team role.
- Audit trail: No-code tools often offer an audit log functionality, ensuring that breaches or other events are logged and traceable. This is especially important in regulated industries like healthcare, banking, insurance, and the public sector.
- Automation: No-code templates often have automation capabilities, which allow you to automate routine tasks, set automatic reminders, and create automated reports. This is generally more complex with standard spreadsheet tools like Excel and Google Sheets.
- Collaboration: No-code platforms allow for real-time collaboration, instant updates, and simultaneous multi-user access. Spreadsheets, on the other hand, often have limitations when it comes to sharing and simultaneous editing.
- Customization: No-code templates offer a higher degree of customization compared to spreadsheets. You can easily add, modify, or remove fields, design custom dashboards, and set personalized alerts to fit your specific project needs.
- Integration: No-code applications can often be integrated with a variety of other tools your team might be using, like popular work platforms, file storage systems, or CRM tools, creating a more seamless and efficient workflow.
- Flexibility: As your project grows, no-code project plan templates can easily adapt to these changes. You can add new tasks, adjust timelines, and add new fields as needed, which is often more challenging in a spreadsheet environment.
- Scalability: No-code platforms have the ability to handle large amounts of data, and link related data together across tables, helping to streamline your workflow and find information quickly.
- User experience: Templates built with no-code usually provide a better user experience, with a more intuitive interface and user-friendly features, compared to spreadsheet software, which can be complex and confusing for non-technical users.
Why choose Baserow’s project plan templates?
Opting for a spreadsheet-database hybrid like Baserow combines the best of both worlds. It offers the user-friendliness and familiarity of a spreadsheet while also providing the robust features, flexibility, and scalability of a database.
With Baserow’s project planning templates, you can efficiently manage tasks, automate workflows, track project progress in real-time, and foster seamless team collaboration, all while scaling your project’s growth and complexity.
Our pre-built templates can be adapted to your needs and customized to your liking, whether you want to create custom fields to suit your project’s needs, automate routine tasks to save time or share a specific view with a collaborator or stakeholder.
Free project plan templates
Our hosted cloud (Baserow Cloud) and self-hosted (Baserow Self-Hosted) offerings both have a free plan that includes access to all templates, as well as impressive features like a user-friendly dashboard, advanced search and filtering, collaboration tools, public view sharing, and various views.
Baserow Cloud’s free plan offers unlimited databases, 3,000 rows, and 2GB per workspace. It also includes free collaborators and views such as Grid, Form, and Gallery. The Baserow Self-Hosted free plan provides unlimited databases, rows, and storage, along with free collaborators and views.
Baserow Self-Hosted gives you complete control over your data and hosting environment, which is crucial for businesses with strict security or compliance requirements. The Enterprise plan offers additional security features like role-based access permissions, audit logs, single sign on (SSO), and dedicated support.
You can compare plans on our pricing page or sign up for a free account to start using our free project plan templates today.
10 templates for project planning and management
Project tracker
Baserow’s project tracker template is the ultimate tool for managing your projects. It offers a well-organized structure that serves as a central hub for overseeing all aspects of your project, including tasks, clients, teams, and more. With just a few clicks, you can select the template and customize it to perfectly fit your specific needs.
The flexibility of the project tracker template allows you to easily add or remove fields, rows, color coding, comments, and more. This means you can tailor it to match your unique requirements and preferences.
Inputting or importing your project data is a breeze with Baserow. You can effortlessly configure different data views, set up automated actions, and share the project tracker with your team. This ensures everyone stays on top of progress and can collaborate effectively.
For users on Baserow Self-Hosted plans, there are even more advanced features available. You can assign role-based permissions, granting varying levels of access to different team members based on their roles. This ensures that each person has the right level of access and responsibility within the project tracker.
With Baserow’s project tracker template, managing your projects has never been easier or more efficient. Take advantage of this powerful tool to streamline your workflow and achieve success.
Project expenses
In the world of project planning, vigilant management of expenses is key. This involves tracking various costs such as office supplies, travel, SaaS subscriptions, professional services, client hospitality, and much more. Baserow’s business expenses template is a powerful tool that can be tailored to track all kinds of expenses for any business or project, leaving you free to focus on the core activities of your project.
Use built-in tools to set up formulas, automated alerts, or calculations, and share it with your team for a collective real-time overview of project costs. The template allows for sorting expenses by categories like type, supplier, team, department, or location, allowing for detailed tracking and making it easy to compare estimated budgets with actual costs.
Project risk assessment and management
Project management goes beyond completing tasks. It requires careful anticipation and management of potential risks. Baserow’s no-code risk assessment management template can help you proactively plan for uncertainties. With its multiple views and tables, you can control, update, and identify potential issues specific to each project.
The template has four structured tables: Departments, Managers, Risks, and Updates. These help structure your data in multiple views and can be customized to your needs. Add entries for each department, input your risk managers, and list all potential hazards. The setup allows for a thorough assessment of each identified risk while monitoring logs can be maintained in the Updates table, providing an ongoing record of risk management activities.
Use Project risk assessment and management template
Lightweight CRM
If you find some CRM tools to be overly complex, resulting in a multitude of features that leave you perplexed, fret not! We’ve crafted a solution just for you: a lightweight customer relationship management (CRM) template. This template serves as a solid and customizable foundation for effectively managing your project and business relationships.
With this template, you can effortlessly handle clients and track opportunities. It offers separate records for companies, contacts, activities, and pipelines. Each table is thoughtfully designed to minimize assumptions about the information you wish to track, including only the essential fields necessary to kickstart your journey in managing your business relationships.
This template is perfect for freelancers, entrepreneurs, project managers, and business owners seeking a straightforward CRM solution. It serves as an ideal starting point that can be swiftly set up and tailored to align with your unique workflow. So why wait? Take advantage of this template and streamline your CRM process today!
Product roadmap
The product roadmap template empowers you to efficiently manage and streamline your product development projects, starting from the ideation phase all the way to successful completion. It serves as a centralized hub for tracking features, releases, teams, and consultants, allowing you to effortlessly assign tasks, allocate resources, and oversee every stage of the product development process.
With the product roadmap template, you can swiftly and effortlessly create a comprehensive plan using fields, rows, and columns. The template offers a wide range of tools for filtering, sorting, sharing, and collaborating, enabling you to build a roadmap that perfectly aligns with your needs. Moreover, the roadmap can be easily accessed by different teams and stakeholders, providing customized views tailored to their specific roles. This ensures that everyone has access to essential information such as product details, descriptions, dates, deadlines, and assigned teams, all in one convenient location.
Growth experiments projects
Our growth experiments template surpasses simple tracking. It incorporates essential metrics to assist you in determining the effectiveness of different approaches, without committing all your resources to a single growth strategy. Monitor metrics such as failures, successes, experiment spending, new user count, and more. All this data is organized in a clear and easily understandable database, enabling you to identify patterns and establish a robust growth process.
With various views for tracking statuses and outcomes, it becomes effortless to identify successful strategies and replicate them. Additionally, you can keep tabs on both new and existing customers and their engagement with growth experiments. This feature proves particularly valuable when considering the cost of acquiring new customers. The template also allows you to display your growth experiments by quarters and provides a convenient list of partners involved in various campaigns and experiments.
Use Growth experiments template
Brand assets manager
Baserow’s brand asset template is a powerful tool for project or brand managers who need to manage a growing digital asset library. As your project or brand expands, it can become overwhelming to keep track of all the assets. This template simplifies the process by providing an organized brand asset database.
With this template, you can easily track logos, fonts, copy, audio, video, and even the creators of these assets. The template includes six tables—Logos, Styles, Graphics, Audio and Video, Text Snippets, and Creators—each specifically designed to help you structure your branding resources.
You can customize table views to suit your needs, link data to records in other tables, and effortlessly record and upload all available branding resources or assets. This template streamlines the management of your digital asset library, making it easier than ever to stay organized and efficient.
Use Brand assets manager template
SMB business plan
Starting a small or midsize project or business venture involves risks. That’s why it’s crucial to have strategic planning tools like a business plan and model.
The SMB business plan template is specifically created to give you a solid framework for your plans. It allows you to store all the components of your model in a centralized and customizable database. The template includes various tables that cover everything from businesses, teams, and target markets to competitors, products, marketing, costs, and financial forecasts.
Use SMB business plan template
Non-profit project management
Baserow’s non-profit organization management template is an invaluable tool for efficiently managing non-profit events. Acting as a centralized hub, it streamlines the planning process by bringing together all aspects of event management, team coordination, marketing strategies, fundraising efforts, and grant management. With this template, you can effortlessly keep your staff on track during events, allocate funds appropriately, coordinate with various venues, and raise money for future community-focused events.
This template not only enhances efficiency in strategic planning, fundraising, and event organization but also provides a platform to identify and manage different methods of raising funds. From public donations to grants, it facilitates overall effective non-profit management, ensuring that your organization can make a lasting impact in the community.
Use Non-profit project management template
Email marketing project
Whether you’re a freelancer or a digital marketing agency, Baserow’s email marketing campaigns template is here to make your life easier. No need for programming or coding knowledge—this template streamlines the management of your entire email marketing project.
With 15 fields in the campaign table, you can capture all the important details: descriptions, images, draft links, and team members. Sorting and filtering are a breeze, and you can view campaigns in either a grid or kanban format. Plus, there’s a shareable form for new campaign suggestions.
Keep track of who’s working on what, and use additional metrics to assign tasks to the right team member. And with specific email lists, you can target the perfect audience segment for each campaign, boosting engagement.
How to create a project plan template
Baserow’s no-code templates provide a variety of specific functionalities that you can utilize for effective project management, data analysis, and more. Here are some of the functions you can utilize, with tips and advice about creating and customizing your project plan template.
- Add a database from a template: The easiest way to get started if you are new to Baserow is to copy a template. To start with a template, you first need to choose a workspace into which the template will be installed. You can add a template in two ways, from the template page, or from your dashboard.
- Data integration: Pull in relevant data from various sources, organize it within your template, and analyze it for informed decision-making.
- Custom fields: Create custom fields to suit your project’s unique needs. For example, you could add a field for ‘priority level’ in a project tracking template, or a ‘contact history’ field in a CRM template.
- Task assignment: Assign specific tasks to team members, ensuring accountability and clarity on who’s responsible for what.
- Deadline tracking: Set task deadlines to keep the project on schedule. You can also create reminders or alerts to notify team members of upcoming deadlines.
- Real-time collaboration: Enable multiple team members to access and update the template simultaneously, ensuring everyone is on the same page.
- Automation: Automate routine tasks to save time and reduce manual errors. For instance, set up automatic notifications when stock levels fall below a certain point.
- Progress visualization: Use Kanban, Calendar, or other views to represent your project’s progress visually, making it easier to understand at a glance.
- Data relationships: Link related data together to create a more interconnected and comprehensive view of your project. For instance, you could link a sales transaction record to a specific customer in your CRM.
- Conditional formatting: Highlight important information using conditional formatting. For example, you could set tasks due to be completed within the next week to be highlighted in red.
- Permissions: Role-based access control allows administrators to restrict access to data by assigning roles to users in workspaces, databases, or tables. Also, use audit logs to keep track of every action performed in your database giving you complete visibility into what you and your collaborators have been working on.
- Integrations: Baserow is API-first which means it can be integrated with every tool you need to build apps, automate processes and drive productivity.
Other useful resources
- 7 reasons to use a database instead of Excel
- Airtable pricing: hidden costs and alternatives
- Databases vs. spreadsheets
- 10 no-code trends you should know
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