Which template to use?

Question

I need help in choosing a template for my project.  It is a business project implementing an Accounting package with our Finance Group.  so most of the tasks are going to be functional questions or tasks grouped by knowledge area.

I want a board that can manage tasks a stories and then group them by an EPIC (functional area).  Then be able to assign dates start and end date to the story and see it on the timeline.  The next big piece is the ability to have dashboards that summarize users stories etc.

Any thoughts?

Benjamin_tmh9yg · Answer

Hi @Shannon.Goldade ,

I would suggest to go for a template related towards your area. If it's business, select business related one. If it's finance, pick finance. Afterwards, you can enable your project to have timelines and other components as needed. Think of the template as a jumping off point. you may not find one that fix exactly perfectly but something that seems close and then update it as needed.

Hope this helps.