Attention all managers! Your organization’s success depends heavily on how well your teams are managed and your leadership skills.
Utilizing team management templates improves the efficiency and effectiveness of your team management tactics and saves daily huddles.
These employee templates can help you streamline processes, check in on employees, assign tasks, and delegate responsibilities within your team. They offer a clear communication and decision-making structure, ensuring everyone is on the same page. This can significantly reduce confusion and miscommunication among team members.
Furthermore, team management templates can also serve as a valuable training tool for new employees and one-on-one meetings. They can quickly adapt to the team’s processes and expectations by providing them with a pre-established framework.
We’ve put together a list of the best team management templates to enhance project coordination, goal setting, and overall team productivity.
Are you ready? Let’s get started!
How We Chose the Best Team Management Templates
The SnackNation team understands what separates the best templates from ineffective ones, from having tested and reviewed 1000’s of templates for more than a decade. We select templates that excel in their effectiveness and practical use.
First of all, why should you trust us? SnackNation has a team of experts and experienced managers who have carefully curated a collection of templates. These templates are based on our own experience, industry best practices, and customer feedback. They have been tried and tested in real-world scenarios, ensuring that they are effective and efficient.
Our team uses the following criteria to choose the best templates:
- Ease of use: Our team ensures that the templates are user-friendly and easy to understand. workload.
- Functionality: The templates should cover all aspects of team management, from goal setting and task delegation to performance evaluation and feedback.
- Adaptability: The templates should be adaptable to different team sizes, structures, and industries.
- Collaboration: The templates should promote collaboration among team members and facilitate effective communication.
- Accessibility: The templates should be easily accessible for all team members, regardless of their location or technical capabilities.
Pro-Tip: Use “Command + D” to bookmark this list – we update it often with the latest and most useful productivity templates!
Best Team Management Templates
1. Team Tasks by monday.com
🏅 Best for: Task management and team collaboration
The Team Tasks template by monday.com is a versatile tool for managing tasks and projects and promoting team collaboration. It includes customizable task boards, communication tools, and progress-tracking features.
❤️ Why we love this team management template: This template is designed for teams seeking a holistic approach to task management, organization, and enhancing teamwork and communication.
👉 Try This monday.com Template
🌟 Pros:
- Highly customizable to fit different team workflows and preferences
- Encourages collaboration through various communication tools
- Integrates with popular tools like Google Calendar, Slack, and Jira
❌ Cons:
- Some features may require a paid subscription to access
2. Tools Management by monday.com
🏅 Best for: Tracking and managing company tools and equipment
The Tools Management template by monday.com is a practical tool for tracking and managing the usage of company tools and equipment.
Your team can leverage inventory tracking, maintenance schedules, user assignments, and a robust feature set to make managing resources a whole lot easier.
❤️ Why we love this team management template: We suggest this template for its ability to enhance organization, accountability, and the distribution of resources.
👉 Try This monday.com Template
🌟 Pros:
- Streamlines inventory tracking and provides real-time updates on tool usage
- Allows for setting maintenance schedules and reminders to ensure timely upkeep
- Integrates with various communication tools like Slack, Microsoft Teams, and Zoom
❌ Cons:
- May require some time to set up and customize the template to fit the team’s specific needs.
3. 5W2H Template by Miro
🏅 Best for: Goal setting and task delegation
The 5W2H template is a simple and effective tool for planning and organizing tasks. It helps teams identify the What, Who, When, Where, Why, How much, and How aspects of a project or task.
❤️ Why we love this team management template: The 5W2H Template provides a clear structure for goal setting and task delegation. We recommend it for teams who want to improve their planning and organization skills.
🌟 Pros:
- Promotes accountability and ownership of tasks
- Helps teams stay on track and prioritize tasks effectively
- Facilitates effective communication by clarifying expectations and responsibilities
❌ Cons:
- May not provide enough detail for complex projects
4. Business Process Management Template by Wrike
🏅 Best for: Streamlining and improving business processes
The Business Process Management template by Wrike is a powerful tool for optimizing and automating business processes. It includes process mapping, task assignment, and progress tracking specialties.
❤️ Why we love this team management template: We recommend this template for teams aiming to streamline workflows and improve organizational efficiency. It can also be used for performance reviews and goal setting.
🌟 Pros:
- Simplifies complex processes by visualizing them in a clear and structured way
- Streamlines workflows through automation and task assignment
- Can be customized to fit the specific needs of each business process
❌ Cons:
- May require some training and familiarization for team members who are new to process management tools
5. Staff Management by Smartsheet
🏅 Best for: Managing staff schedules and tasks
The Staff Management template by Smartsheet is a useful tool for creating and managing staff schedules and directories, assigning and tracking tasks, and tracking progress.
❤️ Why we love this team management template: Staff Management is particularly helpful for teams by helping them with everything from managing staff schedules and delegating tasks to ensuring efficient and effective operations. It suits various industries, including retail, healthcare, and hospitality.
👉 Try This Smartsheet Template
🌟 Pros:
- Simplifies the process of creating and updating staff schedules
- Streamlines task management by assigning responsibilities and tracking progress in one place
- Integrates with popular tools like Google Calendar and Outlook
❌ Cons:
- May require some training and familiarization for team members who are new to scheduling and task management tools.
6. Project Planning Template by Miro
🏅 Best for: Planning and visualizing projects
The Project Planning template by Miro is a collaborative tool for visualizing and planning projects, from brainstorming to execution.
❤️ Why we love this team management template: With customizable templates, task assignments, and progress tracking, the Project Planning Template is suitable for teams looking to improve project planning and foster collaboration visually.
🌟 Pros:
- Provides a visual representation of the project timeline, tasks, and team members involved
- Encourages collaboration and brainstorming with real-time updates and commenting features
- Offers customizable templates for different types of projects
❌ Cons:
- May have a steeper learning curve for team members who are not familiar with project management tools or visual planning methods
7. Team Management Plan by ClickUp
🏅 Best for: Team planning and project management
The Team Management Plan template by ClickUp is a comprehensive tool for managing teams, tasks, and projects in one place. It includes features for task assignment, progress tracking, and collaboration tools.
❤️ Why we love this team management template: Suitable for teams of all sizes and industries, the Team Management Plan allows for efficient team planning and project management from start to finish.
🌟 Pros:
- Provides a centralized location for team communication and collaboration
- Offers various features to track progress, set deadlines, and assign tasks
- Integrates with popular tools like Google Calendar, Trello, and Slack
❌ Cons:
- May have a steeper learning curve for team members unfamiliar with project management tools
8. Team Manager OS by Notion
🏅 Best for: Team goal setting and performance evaluation
The Team Manager OS template by Notion is a remote-friendly tool that combines team management, goal setting, and performance evaluation in one place.
❤️ Why we love this team management template: With weekly updates, individual goal tracking, and feedback channels, this team management template is perfect for teams that prioritize clear information and communication, efficient goal-setting, and continuous performance evaluation.
🌟 Pros:
- Promotes transparency and accountability within the team
- Encourages open communication and feedback between team members
- Can be used for ongoing performance evaluations and time tracking
❌ Cons:
- Some features may require a pricing list or a paid subscription
9. Project Management by Notion
🏅 Best for: Comprehensive project management
The Project Management template by Notion is ideal for managing projects, tasks, and team collaboration. It includes customizable dashboards, task assignments, and progress tracking features.
❤️ Why we love this team management template: After testing the Project Management template, our team recommends it with confidence because it’s a versatile solution that allows organizations to manage all aspects of a project in one place.
🌟 Pros:
- Integrates various project management tools like Gantt charts, Kanban boards, and calendars
- Encourages team collaboration through commenting and task assignment features
- Allows for real-time updates and progress tracking
❌ Cons:
- The free version has limitations on the number of collaborators and features available
10. Task Management by ClickUp
🏅 Best for: Task management and organization
The Task Management template by ClickUp is a simple yet efficient tool for managing tasks and keeping track of progress. It includes features such as task lists, due dates, and progress tracking.
❤️ Why we love this team management template: This template offers teams an intuitive way to organize tasks and boost efficiency.
🌟 Pros:
- Offers a simple and intuitive interface for creating and organizing tasks
- Allows for due dates, priority levels, and assignment to team members
- Provides real-time updates and progress tracking
❌ Cons:
- May not have as many features as other project management templates
11. Work Requests by Wrike
🏅 Best for: Managing work requests and approvals
The Work Requests template by Wrike is a valuable tool for managing incoming work requests, tracking progress, and obtaining approvals.
With customizable request forms, task assignments, and approval workflows, this template keeps stress low and productivity high.
❤️ Why we love this team management template: This template is perfect for teams aiming to simplify how they receive and manage work requests from clients or fellow team members.
🌟 Pros:
- Allows for assigning tasks to specific team members and setting deadlines
- Streamlines the approval process with customizable workflows
- Integrates with various communication tools like Slack, Microsoft Teams, and Zendesk
❌ Cons:
- It takes some time to tweak the template to make it work within the rules and cultural framework of your organization
12. Project Management by Smartsheet
🏅 Best for: Managing complex and long-term projects
With projects charters, Gantt charts, and resource planning, the Project Management template by Smartsheet is specially designed to help your team stay on top of complex, long-term projects.
❤️ Why we love this team management template: This template is suitable for teams handling large projects involving numerous stakeholders and for monitoring a wide range of tasks
👉 Try This Smartsheet Template
🌟 Pros:
- Allows for creating Gantt charts to visualize project timelines and dependencies
- Streamlines resource planning with features like task assignments and workload tracking
- Integrates with various communication tools like Slack, Microsoft Teams, and Google Workspace
❌ Cons:
- Some advanced features may require a paid subscription to access.
Benefits of Team Management Templates
The benefits of using team management templates are numerous and can significantly impact your team’s success. Here are some of the key benefits:
🔹Efficiency
Templates provide a standardized structure for tasks and processes, reducing the time and effort required to manage a team.
🔹Clarity
By clearly defining roles, responsibilities, and processes, team management templates eliminate confusion and misunderstandings among team members.
🔹Consistency
Templates ensure that all team members follow the same procedures and guidelines, leading to consistent results.
🔹Productivity
With a clear structure in place, teams can focus on their tasks without wasting time on unnecessary meetings or discussions.
🔹Team Cohesion
Templates promote teamwork and collaboration, strengthening the bond between team members and improving overall team dynamics.
🔹Training
New employees can quickly learn about the team’s processes and expectations through templates, reducing the onboarding time and helping them become productive team members faster.
Tips on How to Use Team Management Templates
Team management is essential to any organization’s success, and utilizing team management templates can significantly enhance your team’s efficiency and effectiveness. Trust SnackNation to provide you with the best templates for seamless team coordination and communication. With a little effort in implementing these templates and constant feedback, your team will be on its way to achieving even greater success!
These templates may seem daunting initially, but they don’t have to be. Here are some steps to follow:
1️⃣ Identify your team’s needs
Understand the specific challenges and pain points that your team faces in order to choose the most appropriate templates.
2️⃣ Introduce the templates gradually
Don’t overwhelm your team with too many templates at once. Start with a few key ones, and gradually introduce more as your team becomes comfortable with them.
3️⃣ Train your team
Ensure that all team members are trained to use the templates effectively. This will help them understand their purpose and benefits.
4️⃣ Encourage feedback
Regularly seek feedback from your team on the effectiveness of the templates and make necessary adjustments to improve them.
With these steps, your team will soon be using templates seamlessly and experiencing the benefits of improved team management.
Common Mistakes to Avoid When Using Team Management Templates
❌ Not customizing the templates
Each team is unique, and it’s essential to customize the templates according to your team’s specific needs.
🌟 Solution: Thoroughly understand your team’s requirements and customize the templates accordingly.
❌ Not regularly updating the templates
Processes and dynamics change over time, so reviewing and updating the templates regularly is crucial to ensure their effectiveness.
🌟 Solution: Set a schedule for reviewing and updating the templates, taking into account feedback from your team.
❌ Not seeking input from team members
Templates should not be imposed on the team but rather developed with their input and feedback.
🌟 Solution: Involve your team in the development process, seek their input and suggestions, and adjust accordingly.
❌ Not providing proper training
Team members may not use templates effectively if they are not properly trained on how to use them.
🌟 Solution: Conduct thorough training sessions for all team members and provide resources for ongoing support and guidance.
❌ Overcomplicating the templates
Templates are meant to simplify processes, so avoid making them too complex or detailed.
🌟 Solution: Keep the templates simple and easy to understand, ensuring they serve their purpose efficiently.
People Also Ask These Questions about Team Management Templates:
Q: What is a team management template?
- A: A team management template is a pre-made, customizable tool designed to help teams organize and manage their tasks, projects, or resources efficiently. These templates often include features such as task lists, due dates, progress tracking, and collaboration tools.
Q: What elements are typically included in a team management template?
- A: Some elements that may be included in a team management template are task lists, due dates, progress tracking, collaboration tools, resource allocation, and communication integrations. The specific elements may vary depending on the template’s purpose and the team’s needs.
Q: Can a team management template be customized?
- A: Yes, a team management template can be customized to fit a team’s specific needs and preferences. This allows for more efficient and personalized template use for different projects or teams within an organization.
Q: Are there different styles or layouts available for team management templates?
- A: Yes, team management templates can vary in style and layout. Some templates may have a more traditional to-do list style, while others may incorporate features like Kanban boards or Gantt charts. Teams can choose a template that best fits their preferred visual organization style.
