Template library summary
Before you begin, you should read the instructions on how to Install a template.
Product Portfolio Management
The Product Portfolio Management template enables end-to-end lifecycle management of products from ideation through market withdrawal, with hierarchical organization through portfolios, categories, and product lines. The system uses checklist-driven transitions and milestone tracking to ensure deliverables are met, while providing centralized specifications, built-in reporting, and integration with other business processes.
Quality Management
The Quality Management template provides a proactive quality framework that integrates quality processes throughout the entire product lifecycle to prevent poor quality outcomes and ensure compliance with industry standards. The template includes four core workspaces: Quality Inspection Plans and Inspections for standardized testing, Non Conformances and Corrective/Preventative Actions for issue resolution.
New Product Introduction
The New Product Introduction template manages product development projects using a structured Phase/Gate approach that automatically creates tasks and deliverables for each project phase, with gate reviews ensuring quality before progression. The template includes comprehensive project management capabilities through Projects, Project Templates, Project Phases, Tasks, Teams, and People workspaces, with Gantt chart visualization and integrated reporting for tracking budgets, efforts, and task completion across all development projects.
Supplier Collaboration
The Supplier Collaboration template enables secure real-time collaboration with suppliers through dynamic workflows that replace traditional email-based communication for requesting deliverables and sharing information. The template includes package templates for standardized information sharing, supplier deliverables management with progress tracking, and comprehensive proposal workflows that guide submissions from creation through technical review to completion.
Ideas Management
The Ideas Management template enables organizations to capture, review, and implement innovation ideas through a structured workflow. It covers idea creation, team assignment, stakeholder voting, analysis, and implementation, with administration features for role management and system setup.
Claims
The Claims template provides a structured workflow for handling customer claims from creation through resolution. It covers claim investigation, detailed cost analysis across multiple categories, and workflow management with assignee tracking. Supporting features include task management, file attachments, and complete history tracking.
Return Merchandise Authorization
The RMA template helps you manage defective products from creation through to lifecycle management, failure analysis, and final disposition decisions. The workflow involves Quality Technicians, Quality Engineers, and Design Engineers working together to determine if products should be returned to inventory, reworked, scrapped, or require CAPA generation.