After creation, you're free to customize the template to fit your needs. In this post, we'll show you all our templates:

vPlan for Creative Agencies

Creative Process
This template is specifically designed for creative agencies. Creatives make branding, promotional materials, websites, and more. In this board, you can plan cards with activities in the correct phase. Link your creatives to the right task. Assign labels to tasks to determine priorities.‌
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This template gives you:

• Track tasks from your team from start to finish
• Know if a task is blocked or behind schedule
• Clearly see who is responsible for each task 
• Ensure your team is motivated to mark tasks as completed
• Marketing Content Planning

Marketing Content Planning

This template is specifically for planning content on your website and social media channels. Determine which content to publish on which day for each channel. Ensure content writers and designers know exactly when their work needs to be ready for publication.

This template gives you:

• Know which content needs to be published on which day on which marketing channels
• Track if content creation is on schedule through statuses
• Clearly see who is responsible for each piece of content

vPlan for Trade

Order Management

This template is specifically for planning your orders. Know when you need to deliver sales orders and when you expect to receive purchase orders. Assign clear labels to your planned orders, such as which postal service will transport the order. Assign a team member to each order so they are responsible for execution. Set expiry dates for orders so you always know if you're delivering on time or receiving goods on time.

This template gives you:

• Know which orders need to be delivered on which day
• Track if orders are on schedule through statuses
• Clearly see who is responsible for each order
• Ensure your team can mark orders as complete with a click‌

Order Picking Process

This template is specifically for planning pick tasks for your sales orders. This ensures you and your employees know which orders need to be picked for shipping. Assign the appropriate executor to the task. With vPlan Go, your employees can see exactly which orders they need to pick. Following orders has never been easier with statuses.

This template gives you:

• Track pick tasks from your team from start to finish
• Use additional fields to customize cards for your process
• Clearly see who is responsible for each pick task

Pre-Sales Preparations

This template is specifically for preparing sold goods. In this example, it's about preparing cars for sale. When a car is sold, there are several things that need to be planned before your customer picks up the car. Plan the preparation of the car for delivery on the right date. Clearly indicate what needs to be done with labels and comments. Assign the correct employee to the task.

This template gives you:

• All your information readily available on the correct day.
• Use of additional fields to customize cards for your sales process
• Clearly see who is responsible for each task
• Deliver your products as agreed and with the right preparation to your happy customers‌

vPlan for IT Development

Sprint Planning
This template is ideal for tracking your sprint planning. Quickly and easily create issues. Assign the right developer or supporter to the issue. Prioritize your issues with labels, so it's clear which ones need to be addressed first. Use additional fields to capture specific information.

This template gives you:

• Prioritize your issues based on order
• Clearly indicate the type of issue from bug to improvement
• Use of additional fields to customize cards for your development process 
• Clearly see who is responsible for each issue‌

Ticket Tracking

This template is ideal for planning your support tickets. Quickly create your tickets in the backlog and schedule them. Assign the right support personnel to the ticket. Prioritize your tickets with labels, so you know which ones need to be handled first. Upload screenshots and use comments on your tickets to provide more information, so they can be resolved faster.

This template gives you:

• Track tickets from your team from new to resolved
• Know if a task is blocked or behind schedule 
• Clearly see who is responsible for each ticket 
• Ensure your team is motivated to resolve tickets‌

vPlan voor Productie

Production Process
This template is ideal for planning your production orders. Plan your orders in phases, based on your production process (routing). All your processing steps in the correct order. Know the capacity per phase, determined by your production workers or machine park. Track your production orders through statuses. With this template, you gain control over your capacity.

This template gives you:

• Gain control over your capacity and lead times
• View the statuses of your production orders at a glance
• Clearly see who is responsible for each order
• Everyone is always informed of the latest developments.‌

Resource planning
This template is ideal for planning your production orders on machines. Each machine has its own capacity. Assign the right production orders to the right machine. Consider characteristics and competencies. Track your production orders through statuses. With this template, you gain control over your capacity and know if you can produce on time.

This template gives you:

• Gain control over your capacity and lead times per machine
• View the statuses of your production orders at a glance
• Clearly see which machine is assigned to which order‌

vPlan for Service Providers

Service Planning
This template is ideal for planning your service and installation orders. Think of cards as work orders. Plan your work orders with the right employee. Provide all the necessary information on your work order, so your employee knows exactly what needs to be done. Track all work orders through statuses.

Dit template geeft je:

• Simple scheduling of your service orders by day and technician
• View the statuses of your orders at a glance
• With vPlan Go, your employee always has the latest info on their mobile or tablet.‌

vPlan for Your Teams

Did you know it's possible to choose a different template for each team? Choose from one of our team-specific templates.

HR-Recruitment Process
Get all your applicants organized in one planning board. Fill in useful data and apply statuses. See in the kanban view which phase the applicants are in the recruitment process.

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Procurement
Create a nice overview of all orders within your company. Add checklists and change the phase of a purchase order. Use the kanban view and add a photo of the product to the card. This way, you get the planning visually well organized.

Sales Pipeline

Keep track of which phase your customer is in the sales pipeline. Enter deal amounts and add handy formulas. This way, vPlan automatically calculates the deal value.