Boards
  • Benefits
  • Features
  • Use Cases
    • Form Submissions to Tasks
    • Workflows to Tasks
    • AI Conversations to Tasks
    • Orders to Tasks
    • Sign Documents to Tasks
  • Solutions
  • Templates
  • Explore
    • Story
    • Help Guide
    • Live Launch Event
    • FAQ
  • Pricing
  • Get Started Now — It’s Free!
Jotform LogoJotform Icon
Board Templates
HR & Team Coordination
Trending Templates
New Hire Onboarding Template30 60 90 Day Plan TemplateStaff Training And Development Plan TemplateEmployee Onboarding Checklist TemplateWork Log TemplateMonthly Work Schedule Template
Trending Categories
Freelancers & Solo ProfessionalsAdministrative & Office Management TeamsCustomer Support & Success TeamsFinance & Accounting TeamsOperations & Logistics TeamsHR & Recruiting Teams

Management Template

Trending Templates
New Hire Onboarding Template30 60 90 Day Plan TemplateStaff Training And Development Plan TemplateEmployee Onboarding Checklist TemplateWork Log TemplateMonthly Work Schedule Template
Trending Categories
Freelancers & Solo ProfessionalsAdministrative & Office Management TeamsCustomer Support & Success TeamsFinance & Accounting TeamsOperations & Logistics TeamsHR & Recruiting Teams
Board Templates
HR & Team Coordination

Management Template

Optimize your project management with Jotform's Management Board Template. Use this customizable board to define scopes, allocate resources, and track milestones with a drag-and-drop interface.

Categories
  • Go to Category: Professional Services
  • Go to Category: Employee Engagement & Performance Tracking
  • Go to Category: HR & Team Coordination
Management Template
About this template

The Management Template is a versatile board template tailored for team managers, project managers, and small business owners seeking to streamline task management and workflow coordination. Whether you're overseeing project timelines, delegating responsibilities, or tracking key milestones, this customizable board offers a centralized solution for efficient decision-making and team collaboration. With its user-friendly drag-and-drop interface, you can prioritize tasks, assign roles, set deadlines, and monitor progress in real-time, empowering you to enhance productivity and accountability within your team.

Jotform Boards revolutionizes online task management by seamlessly integrating form submissions into actionable tasks through its digital collaboration platform. By connecting forms to your board, you can effortlessly convert data into tasks, ensuring a smooth workflow automation process from data collection to task completion. With features like Kanban boards, task filtering, priority settings, and collaborative tools such as comments and activity logs, this board template empowers you to optimize task management, boost team productivity, and achieve operational excellence. Experience the power of Jotform Boards and transform your task management process today!

Categories
  • Go to Category: Professional Services
  • Go to Category: Employee Engagement & Performance Tracking
  • Go to Category: HR & Team Coordination
Details
0 Clone
Created by
Jotform

Connected Forms

This board collects and interacts with data from the forms shown here. You can customize, remove, or add connected forms from the Boards interface.

Preview:

Project Status Form

View Template

Management Template FAQs

1) What is this Management Template used for?

This Management Template helps project managers and teams organize, track, and manage project tasks efficiently. It provides a structured way to oversee project deliverables, timelines, and stakeholder communication.

2) What should be included in a Management Template?

The template should include project scopes, task assignments, due dates, priority levels, and descriptions. It is also beneficial to incorporate milestones and resource allocation details to ensure comprehensive project oversight.

3) When to use a Management Template?

Use this template during the planning and execution phases of a project to maintain organization and clarity. It is particularly useful for tracking progress, managing deadlines, and ensuring all team members are aligned on project goals.

4) Who can use a Management Template?

This template is designed for project managers, team leads, and any professionals involved in project execution. It is also suitable for cross-functional teams collaborating on complex projects.

5) What are the benefits of using a Management Template?

This template enhances project visibility, improves communication among stakeholders, and facilitates effective resource management. It helps teams stay organized and accountable, ultimately driving project success.

6) Can I assign tasks to specific team members?

Yes, you can assign tasks to individual team members within the Management Template. This ensures clear ownership of responsibilities and helps track accountability throughout the project.

7) How do I track the progress of tasks on this board?

You can monitor task progress using the Kanban board view. Move tasks between columns such as "Backlog," "In Progress," and "Done" to visually represent their current status.

8) Can I connect my forms to this board to create tasks automatically?

Yes, you can integrate your Jotform forms with the Management Template. When a new submission is received, it will automatically create a corresponding task, streamlining your workflow automation.

Related templates
New Hire Onboarding Template Thumbnail
Preview: New Hire Onboarding Template

New Hire Onboarding Template

Streamline your onboarding process with Jotform's New Hire Onboarding Template. Use this customizable board to track tasks, assign responsibilities, and ensure a smooth transition for new employees.

Go to Category:HR & Team Coordination
Preview
30 60 90 Day Plan Template Thumbnail
Preview: 30 60 90 Day Plan Template

30 60 90 Day Plan Template

Create a clear roadmap for success with Jotform's 30 60 90 Day Plan Template. Organize tasks, set priorities, and collaborate with your team using this customizable board template.

Go to Category:Strategy & Planning
Preview
Staff Training And Development Plan Template Thumbnail
Preview: Staff Training And Development Plan Template

Staff Training And Development Plan Template

Enhance your team's skills with Jotform's Staff Training And Development Plan Board Template. This customizable board helps HR professionals manage training tasks, track progress, and collaborate effectively using a drag-and-drop interface.

Go to Category:Education & Training
Preview
Employee Onboarding Checklist Template Thumbnail
Preview: Employee Onboarding Checklist Template

Employee Onboarding Checklist Template

Streamline your onboarding process with Jotform's Employee Onboarding Checklist Template. Use this customizable board to track tasks, set priorities, and collaborate with your HR team using a drag-and-drop interface.

Go to Category:HR & Team Coordination
Preview
Work Log Template Thumbnail
Preview: Work Log Template

Work Log Template

Track daily work activities efficiently with Jotform's Work Log Template. Use this customizable board to manage tasks, compile reports, and enhance collaboration with your team using a drag-and-drop interface.

Go to Category:HR & Team Coordination
Preview
Monthly Work Schedule Template Thumbnail
Preview: Monthly Work Schedule Template

Monthly Work Schedule Template

Manage employee schedules effectively with Jotform's Monthly Work Schedule Template. This customizable board helps HR teams track tasks, gather feedback, and streamline scheduling processes using a drag-and-drop interface.

Go to Category:HR & Team Coordination
Preview

Jotform

  • Signup
  • Create a Form
  • My Workspace
  • Pricing
  • Jotform Enterprise
      • Application Forms
      • Registration Forms
      • Contact Forms
      • Feedback Forms
      • Order Forms
      • Evaluation Forms
      • Reservation Forms
      • Booking Forms
      • Request Forms
      • Government
      • Healthcare
      • Summer Camps
      • Restaurants and Groceries
      • Churches
      • Animal Shelters
      • Photography
      • Education Professionals
      • Small Businesses
      • Nonprofit Organizations
      • Creative Agencies
      • User Stories
      • How to Create a Survey
      • Data Collection Methods
      • Form Design
      • Accepting payments online
      • Creating an app without coding
      • What Is a QR Code?
      • How to Make a Website
      • How to Sell Online
      • Performance Appraisal Guide
      • Working From Home
      • All Business Guides
    • Jotform Form Builder
    • Jotform AppointmentsNEW
    • Jotform Apps
    • Jotform AI Agents
    • Jotform Boards
    • Jotform Store Builder
    • Jotform Tables
    • Jotform Inbox
    • Jotform Mobile Forms
    • Jotform Workflows
    • Jotform Report Builder
    • Jotform Smart PDF Forms
    • Jotform PDF Editor
    • Jotform Sign
    • Jotform Teams
    • Conditional Logic
    • Conversational Forms
    • Assign Forms
    • Translate Forms
    • White Labeling
    • Enable-Disable Form
    • Multiple Users
  • Tools
    • Google Forms Alternative
    • Microsoft Forms Alternative
    • Typeform Alternative
    • Formstack Alternative
    • SurveyMonkey Alternatives
    • Wufoo Alternatives
    • 123FormBuilder Alternative
    • WPForms Alternatives
    • Paperform Alternatives
    • Adobe Sign Alternatives
    • PandaDoc Alternatives
    • Docusign Alternatives
    • Jotform Alternatives

Marketplace

    • Form Templates
    • Agent Templates
    • Board Templates
    • App Templates
    • Workflow Templates
    • Table Templates
    • PDF Templates
    • Sign Templates
  • Form Themes
  • Form Widgets
    • Payment Integrations
    • All Integrations
    • Jotform for Canva

Support

  • Contact Us
  • User Guide
    • FAQ
    • Forum
    • API and Developers
    • Jotform Status
    • Jotform Books
  • Jotform Academy
  • Webinars
  • Professional Services
  • Report Abuse
  • Report Copyright Issue
  • Recover Jotform Account

Enterprise

  • Overview
  • Security
    • Jotform Teams
    • Multiple Users
    • Admin Console
    • White Labeling
    • Local Data Residency
    • Single Sign-On
    • Jotform Sign
    • Mobile App
    • Professional Services
    • Government
    • Healthcare
    • Education
    • Nonprofit
    • Business Services
    • Field Service Management
    • Financial Services
    • Hospice
    • Human Resources
    • Marketing
    • Salesforce
  • FAQ
  • Get a Demo

Company

  • About Us
  • Careers
  • Media Kit
  • In the News
  • Newsletters
    • Agency ProgramNEW
    • Reseller Program
    • Affiliate Program
    • Find a Partner
  • Blog

Apps

Get access to Jotform Enterprise’s powerful EdTech features with a 30% education discount
4 Embarcadero Center, Suite 780, San Francisco CA 94111

© Jotform Inc. The name "Jotform" and the Jotform logo are registered trademarks of Jotform Inc.

  • Terms & Conditions
  • Privacy Policy
  • Security
  • Accessibility Statement