About this template

This implementation template helps teams guide new clients from kickoff to go-live. Plan discovery, configuration, data migration, training, and UAT; track owners and status; and visualize the rollout across a clear timeline.

Purpose

Coordinate cross-functional onboarding tasks and milestones through go-live.

Fields in this template

These 7 fields provide a solid starting point. Our flexible timeline tool lets you rename, remove or add fields to suit the structure of your timeline project.

Title
Task or milestone name used in grid and timeline views.
Description
Notes, scope, and next steps for this onboarding task.
Timeline
Target dates or delivery window for the task or phase.
Phase
High-level onboarding phase.
Owner
Accountable team or function for the task.
Status
Workflow state used to track progress.
Category
Tags to group tasks by type.

Ready to create your timeline?

This template is perfect for Project Managers, Implementation Specialists, Customer Success, and Solutions Engineers.
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