Project Management Templates: The Key to Improving Your Workflow

Suzanne Scacca.
October 09, 2018
Project Management Templates: The Key to Improving Your Workflow.

Last year, Rachel McPherson shared 9 ways to organize successful creative projects. It’s a very useful article that highlights the main things to do if you want to bring greater control and organization to your web design workflow. Tip #2: Take Advantage of a Project Management Tool, is the one I want to focus on today. Specifically, I want to look at some of the best tools for web designers, how to choose the right one for you, as well as give you a quick lesson on how to use project management templates to improve your workflow.

How to Choose the Best Project Management Tool for You

When considering a project management platform for your web design business, here are some things to pay attention to:

Generic vs. Web Design Tools

These are four project management tools I would recommend you start with: 

Of the four, InVision is the only one strictly made for the web design process. As such, there’s a greater emphasis on managing design work. Here, you can see how to collaborate within uploaded designs, prototypes, wireframes, etc.: InVision Collaboration And this is an example of how InVision enables you to create design-specific workflows for yourself: InVision Workflow There are limitations to what you can do with a design task management tool, so you may find one of the other options a better choice if your goal is to bring greater control to projects, client communication, and team collaboration.

Free vs. Paid

Most task management software you’ll find comes either with a free plan — typically for one person or a strict limitation on the number of projects — or with a free trial. Here is an example from Teamwork: Teamwork Pricing Typically, you can get a good sense for whether a platform will be a good fit for you or not within 15 minutes. This is nice as it allows you to try a tool before adding on another business expense.

Workflow View

Project management tools offer a variety of workflow styles and views. Here is an example from Asana of a calendar view: Asana Calendar This happens to be my preferred style since I work on shorter-term and one-off assignments as opposed to longer jobs that require greater organization of tasks, sub-tasks, and timelines. Asana has list views and kanban boards, too. Here is an example from Trello of a kanban board: Trello Task Management Basically, you create high-level folders dedicated to each client (you can also break them up at the project level). Within each board, create columns for each phase of your project. The cards that fall below them are then dedicated to each of your tasks. If you prefer this type of card-sorting system and visualization, Trello is a great choice. One other platform I’d strongly recommend looking at is Wrike and it’s because of its flexibility in workflow views:


Wrike Tables


Wrike Boards


Wrike Lists

All the same tasks are present; they’re just displayed differently. In summary, I’d suggest: 

  • Asana for designers that work on smaller or shorter jobs.
  • Trello for designers that need greater control over lengthier project phases.
  • Wrike for designers that have a growing team and client list and want to offer more flexibility to them.


Be sure to think through the features that matter most to you and will help you acquire the degree of control you want over projects. Here are some noteworthy features from these project management platforms:


  • Calendar, list, and kanban views
  • Internal chat area
  • Task and sub-task creation
  • Cloning of tasks and projects
  • Organization by color
  • Drag-and-drop task management
  • Integrate time-tracking software


  • Kanban view
  • Chat directly within cards
  • Use cards to create tasks or add checklists to individual cards
  • Drag-and-drop organization
  • Cloning of cards and lists


  • Table, list, and kanban board views
  • Internal inbox for direct communications with team and clients
  • List of personal tasks or access to full projects
  • Set full timelines for each task
  • Customize status of tasks
  • Export lists and use as re-importable templates

Before upgrading to any premium tools, take some time to get acquainted with the base (free) product. Once you’ve found one that fits you well, you can upgrade when the time is right.

Templatization for Improved Workflows

There are so many great things that come out of using project management tools for a web design workflow: 

  • Centralization of communication, files, status updates, etc.
  • Greater control over projects and all associated tasks
  • Better adherence to schedules
  • Improved communication with clients and teams
  • More efficient collaboration
  • Increased accountability from all involved parties
  • More consistent and higher quality of results
  • Automation of workflow

I think each of the points above — except for maybe the last one — are obvious when you look at how these project management tools work. However, if you’ve ever dreamed of working less while making more money, you really should be taking advantage of automation. Specifically, I’m talking about project management templates. To demonstrate this point, I’m going to use Trello to create pre-configured project boards, workflows, and checklists. Follow along to see how easy it is to do this with project management tools:

1. Create a New Board

In the top right corner, select Create Board”. 1-Create Board Name it, add your team, and create.

2. Create Project Phases

This is what you will start with: 2. Trello Blank Slate To create your phases (known as Lists” in Trello), start typing. 3-Trello Phases Make the buckets as big or as small as you want. The organizational structure and workflow are up to you.

3. Add Tasks to the Phases

In this next part, you can decide how broad or specific you want each task (or card) to be. For my own organization, I allocate one task to one card: 4-Trello Tasks However, you might prefer to create one broad task and then divvy up steps within the card using the checklist feature: 5-Trello Checklist Again, it’s up to you to decide how you want to manage your projects here.

4. Copy the Template

With your project folder, phases, and tasks all broken out, this template is now ready for you to use. To copy a project (board), click on “…Show Menu” in the top-right. Expand the “…More” option. Then, select Copy Board”. 6-Copy Board To copy just one of your project phases (lists), click on the “…” in the top-right corner of the list. Select Copy List”. 7-Copy List And to copy an individual task (card), click on the Copy” button under Actions. 8-Copy Card If you can believe it, it’s really as easy as that. Simply break down your workflow however you best can manage it. Then, copy it!

Wrapping Up

If you’ve been using inefficient project management tools or have been relying on too many spreadsheets to keep everything in line until now, it’s time for a change. There’s so much you can do with the right project management tool, not to mention the time-saving and profit-boosting benefits that come from templatizing your process with them!

Suzanne Scacca

Suzanne Scacca is a freelance writer by day, specializing in web design, marketing, and technology topics. By night, she writes about, well, pretty much the same thing, only those stories are set under strange and sometimes horrific circumstances.

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