Work management challenges
Let’s say you work on a team that’s responsible for digitizing databases. The primary tasks are to upload your customer, employee and supplier records into a digitized workspace.
In doing so, you’ll likely run into many challenges such as:
Unforeseen blockers
Security compliance issues
Budget overruns
Miscommunication
Delays in your timeline
When you lack work management resources, these challenges become more likely. Without a clear, transparent way to manage tasks and projects, you can lose important information and ultimately slow project execution.
Digital transformation isn’t just about introducing new technologies — it’s about setting your organization up for success. Learn more about the benefits of digital transformation.
Benefits of work management templates
Before digital work management resources, you were forced to manage teamwork offline. This meant relying on ineffective resources for modern work management, such as pen and paper or in-person conversations.
Even today, some stakeholders may resist digital workflows. That’s why it’s important to involve all stakeholders when making decisions to digitalize work management.
To make those discussions a little easier, you can propose using work management templates. Unlike more complex work management software, work management templates are easy, ready-to-use resources that allow you to plan, manage and track team workflows.
Work management templates don’t require an engineering degree to master. They can freely be used by tech-savvy and non-tech-savvy teams to centralize work management and speed up project completion rates.
Work management templates provide more structure and reduce stress levels. Use MeisterTask’s collection of timesaving templates to get projects up and running quickly.
MeisterTask's work management templates make digitalization processes easier
MeisterTask is a straightforward, easy-to-adopt work management platform that makes digitalizing processes easy. And templates make setting up and managing those processes even easier.
You can plan, document and manage an entire project using your template. Your template is a central source of truth for work management, creating more alignment and clarity among all stakeholders.
Universal work management templates
Some work management templates can be used across virtually any sector and for any project. These universal templates streamline project management from start to finish, no matter what business you’re in.
Here are a few universal work management templates that will help you build more organizational structure, reduce collective stress and create productive team dynamics.
Kanban template
There’s nothing more universal than the Kanban work management method. Kanban has its roots in the Japanese auto industry during the 1940s. In fact, Kanban, translated from Japanese, means “visual board.”
The Kanban template takes all the principles of Kanban project management and digitalizes the experience. You can create visual cards for any project task and move those cards across the Kanban board as the project progresses.Use the board to track task status updates from start to finish. Review progress and make changes as needed (e.g. to priority, budget or timeline) to get projects over the finish line.
Workflow optimization template
Improving workflows is a key part of successful work management. When your processes are clear and organized, your team can focus on the work that matters most.
This workflow optimization template provides a simple, visual structure to streamline your processes and build a more efficient, repeatable workflow. By identifying inefficiencies, you can reduce cost, minimize risk and boost team productivity.
Whether you're improving an internal process or rolling out a new one, you can use this template to create a smoother, more effective way of working.
Customer onboarding template
Every business enters into new customer relationships. That’s the fundamental aspect of business — to acquire new clients and keep them around for the long term.That means every organization must go through a customer onboarding process. The customer onboarding template provides a structured framework to make a new client relationship as seamless and impactful as possible.
You can create visual sections on your project board and assign tasks to navigate through the onboarding process. It’s simple, easy to follow and, best of all, it can be replicated for any new customer relationship. This makes your workflow scalable for future growth.
Industry-specific work management templates
Suppose you work in a particular industry, like construction or banking. While you can still use the universal templates, there are work management templates built for specific industries and their unique requirements. Here are some prime examples of industry-specific work management templates that will help you deliver more effective workflow management in your sector.
Manufacturing workflow management template
To be successful in the manufacturing sector, you need systems and workflows that make you more efficient and productive than the competition. Structured frameworks optimize the manufacturing process and help you ramp up productivity.
The manufacturing workflow management template is built for this exact purpose. You can use the template for things like planning the full scope of a manufacturing project, or to establish efficient processes so you can assign appropriate resources to improve project outcomes.
When managing a manufacturing process, your ultimate goals are to optimize operations, manage workflow efficiencies and improve team accountability. Using your designated work management template, you’ll have a manageable resource to do just that.
Healthcare workflow management template
The healthcare sector is such a vitally important industry to human prosperity. It doesn’t matter what country you’re in or what form of healthcare is in practice — everyone needs proper treatment when they get sick.
The healthcare workflow management template prioritizes the optimization of patient care. It uses visual project management processes to improve administrative processes, so the quality of patient care remains high.
Whether you manage a small medical clinic or a large administrative hospital, this template helps you prepare for every scenario. You’ll reduce internal stresses so that practitioners can focus on delivering the best possible patient care.
Construction workflow management template
Construction projects are all unique and must overcome very specific challenges and milestones along the way. By streamlining each phase of the construction workflow process, you ensure that every construction project is completed on time, on budget and at the highest possible quality.
The construction workflow management template reduces the risks for missed deadlines, breakdowns in communication and resource mismanagement. You’ll have a visual project board to tackle each of these issues head-on and keep the development on track.
Whether you’re in the planning phase, pre-construction, site inspection or final approval, the template is a valuable resource to make these phases as seamless and painless as possible.
Why MeisterTask is the best work management resource you can use
MeisterTask templates help solve the pain points that almost all project managers experience. They help you organize team workflows so that all work is completed as smoothly and efficiently as possible.
The templates are all easily customizable to specific project needs and use cases. Get started quickly and stay efficient with a simple, secure solution.
