Templates that do the setup for you

Each template seeds a project with the right milestones, kickoff post, suggested roles, and pre-built reminders. Drop in your participants — you're done.

Real Estate

Closing

45-day timeline. Standard residential closing milestones from earnest money through closing day.

  • 6 milestones (earnest, inspection, financing, appraisal, walkthrough, closing)
  • Roles: Buyer, Seller, both Agents, Lender, Inspector, Title, Attorney
  • Daily countdown reminder for last 7 days
Real Estate

Inspection Window

Focused 10-day project for the inspection contingency window.

  • 4 milestones (scheduled, report, repairs, window close)
  • Roles: Buyer, Seller, Agents, Inspector
  • 3-day countdown reminder before window ends
Plumbing

Service Job

One ticket from dispatch to final invoice.

  • 5 milestones (visit scheduled, diagnosis, parts, install, invoice)
  • Roles: Customer, Technician, Dispatcher
  • "Tech arrives tomorrow" reminder
Construction

Phase Tracking (GC)

90-day construction phase with weekly progress drumbeat.

  • 6 milestones (foundation → final inspection)
  • Roles: GC, Architect, Owner, PM, Site Super, Subs
  • Daily progress-photo reminder for last 7 days
Property Mgmt

Tenant Move-In

14-day coordination from lease through key handoff.

  • 4 milestones (lease, deposit, walkthrough, keys)
  • Roles: Property Manager, Tenant, Maintenance, Owner
  • 3-day countdown to move-in day
General

General Project

Blank project with a single deadline. Use when none of the verticals fit.

  • 1 milestone (project deadline)
  • No preset roles
  • You build the structure as you go

Make your own.

After you've run a project the way you like it, save it as a workspace template. Next time, it's one click — your roles, your milestones, your reminders. Admins on the Agency plan can build a template library their team picks from.

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