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Select a Template

Follow a Template

Produce Desired Outcomes

Use Custom Templates

  • Template updates are automatically available to all projects created with the template.

  • Custom workflows are built on a column-oriented drag and drop platform.

  • Project work is in an easy to use three-level structure.

  • The three-level structure includes deliverables, work packages, and tasks. 

  • Tasks status and schedule are rolled up to the work package, deliverables, and project, including smart alerts.

Why Use Smart Templates?
  • A survey of over 3K PM training attendees identified people issues as the common theme. The analysis determined people issues as the symptom; the core problem is a lack of following a defined process or workflow.

  • If you have processes for running the business, you also need processes or workflows for changing the business.

  • Smart templates are dynamic and contain custom workflows.

  • Following a custom project workflow will produce improved results.

  • Project workflows define how you do projects.

  • Projects change the business; therefore, your project workflows define how you transform your business.​

  • Our dynamically-smart templates are easy for all to use.

Use Smart Templates:
  • Become familiar with all available templates

  • Select templates for your favorites list

  • Start projects with our public or user developed private templates

  • Select components for adding to projects

  • View component advice 

  • Recommend improvements to the template creators

  • Become familiar with Project-Assistant's basic features

  • Request free upgrade to Template Management

Project-Assistant Customized Workflows