Collaboration Templates

Templatize your business processes and build an ideal collaboration workspace. Your teams will be able to create pre-built workspaces with :

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Businesses We've Helped

Templatizing any Collaborative Process

Create your own Catalog with Collaboration Templates for any business scenario. Whatever your teams work on - a new project, sales deal, or product launch. They will have all the tools they need ready at place for efficient collaboration

Automating the Creation

Automate the creation of collaborative workspaces built with the same structure, folder and file templates, pre-built set of tasks, and any essential content. Just choose the right template and get everything created in a few minutes

Connecting Any 3rd Party App

Connect your everyday tools to your collaborative workspaces. Collaboration Templates allow you to integrate CRMs, project management apps, and your internal business tools: Salesforce, Asana, Dynamics 365, Github, and more

Would you like to know more?

Visit our Demo Center and explore more about Collaboration Templates

What Do Collaboration Templates Include?

Structured Workspace

Provide your team with a pre-built workspace and restrict part of the collaboration process only to a few people involved in it. 

Teams Collaboration Templates
Teams Collaboration Templates with tasks

Pre-built Tasks

Make sure your teammates have their upcoming tasks already set up for them in the task management tool they use. Create a workspace in a few clicks with a pre-built set of tasks.  

File Templates

Add file templates, guidelines, contracts, codes of practice, and so on. Improve your document sharing and provide your teams with fast and easy access to key content and documentation

Teams Collaboration Templates with file
Teams Collaboration Templates with file

Folder Structure

Structure your collaboration workspaces with the pre-built folder structure. Guide your file sharing process and make sure your team will know exactly where to share important documentation.

Integrated Apps

Include your everyday apps and tools at the template level and make sure your team will have everything needed in one place for effective collaboration

collaboration templates with apps

Explore Use Cases

Project Management

Get a fully equipped collaboration workspace to collaborate on each new project. No more starting from scratch! Create pre-built workspace for a new project in a few clicks. Get the right people, project tasks, content, and guidelines in one place.

Account Management

Build strong relationships with your key customers and work on deals together with your colleagues. Collaborate on closing new deals in a pre-built workspace with the right privacy settings, integrated CRMs, sales documentation, playbooks, etc.

Construction Site

Create a new team for each construction project with a pre-built set of tasks, document library, structured reporting process, employee management system, and more.

Business Department

Get identical collaborative workspaces from one department to another with Collaboration Templates for departments. Steering committee, file management system, your own Intranet –everything in one place.

Explore More

Discover how you can improve collaborative processes with Collaboration Templates! Book some time with us and we will find an ideal solution for your business! 🚀