As WFH becomes the norm for workers around the world, many are left learning the skill of WFH on the job. Understanding how to manage your deadlines, keep projects moving forward, and staying in-the-know with your team members’ initiatives is no easy task.
We have put together 9 WFH templates that will get you and your team up and running in minutes. By clearly outlining projects, schedules, and assigning ownership— your team will be collaborating better than ever.
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1. WFH tracking (+form) template
Easily track who on your team is working from home and who is in the office. Keep track of hours, easily calculate by week or month to keep everything organized. Send a form to your team so everyone can easily input their working status.
2. WFH work plan template
Working from home means sometimes expectations can get blurred. Use this intuitive and clear Work Plan Template to plan goals, break them into projects, assign owners, and define KPIs. Sharing this with your distributed team means instant alignment and transparency so you can focus on goals, not questions.
3. WFH schedule template
Use this simple template to outline your WFH schedule to define when you’re available, when you can’t be reached, and attach important documents for meetings. A WFH Calendar helps keep you organized and on schedule while working from home.
4. Daily team tasks template
This template will help you and your team align daily team tasks to ensure you stay on the same page. Define your work sprints (days, weeks, months) to keep your work in context. You can assign a task owner to make sure everyone knows who needs to do what. Keep it all organized with statuses signifying the kind of task it is, and you’ll be ready to go!
Pro tip: Timeline view will give you a sense of your next week’s schedule at a glance.
5. Project communication plan template
With any project, it’s crucial to align each step of the way, and this is never truer than when WFH. With the project communication plan template you can break up your communication into internal and external, by week or month, and by completed and outstanding tasks. Make sure your team is in-the-know on any communication plan with transparent schedule, access to must-have documents, and a point of contact for anything they may need.
6. Team documents and resources template
The team documents and resources template will be you and your team’s go-to place to store anything from legal documents, sales pitches, presentations or training resources to make sure your team doesn’t skip a beat.
This board will ensure everyone on your team is aligned, working from the same source of truth.
7. Content requests template
Without the alignment of working in an office together, it can be difficult to know who to go to for content needs. With requests coming from all teams, the content requests board helps save your content team from burnout, informs the rest of the company of the team’s capacity, and sets expectations for deadlines. Easily organize where requests are coming from, what stage they are in, who the project belongs to, due dates and more. It also lets everyone in the company know that there is on central place to go to submit a request to the content team, saving everyone from miscommunication and missed deadlines.
8. Creative requests template
Get a handle on all requests that come into the creative team. Organize each project by its stage (incoming, in review, done) to make sure the creative team always knows what they should be working on. By easily assigning the designer in charge, project requester, due dates, and sharing relevant files, every stakeholder in the project knows exactly when they should expect something and where to find it.
9. Projects overview tracking template
Unexpectedly working from home can leave you struggling to stay up to date with all of the momentum you had going in the office. With the projects overview tracking board you can see where all projects stand, where the bottlenecks are, who the project owners are, timeline, and more. Working from home doesn’t mean having to compromise transparency into project progression.
Learning how to effectively be a part of a distributed team is a skill that takes time to master. But equipped with these WFH templates, you’ll be able to get your projects and team synced and motivated to deliver your best work, even from home.
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