Pi Planning

  • Great for beginners
  • Ready-to-use, fully customizable Whiteboard
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Using the PI Planning Template, you can direct your team toward a shared goal and choose which stories to pursue. This will give you a clear picture of your team's backlog, including workload, capacity, and risks.

Planning your projects is essential for success. But the traditional methods of planning can be time-consuming and inefficient. That's why ClickUp has created the Pi Planning Template—giving you a faster, more efficient way to plan your projects!

The Pi Planning Template is an interactive solution designed to help teams:

  • Break down complex tasks into smaller, manageable chunks
  • Organize tasks for better clarity and focus
  • Allocate resources effectively and plan ahead for successful execution

With ClickUp's Pi Planning Template, you can easily track progress and make adjustments on the go—all in one place!

Benefits of a Pi Planning Template

Using a Pi Planning Template can help you create a comprehensive plan for any project. Benefits include:

  • Structured process for organizing and managing projects
  • Ability to track progress and identify areas to improve
  • Improved communication with stakeholders, team members, and other interested parties
  • Ability to make adjustments quickly to adapt to changes in scope or timeline

Main Elements of a Pi Planning Template

ClickUp’s Pi Planning Template is designed to help you plan out projects, sprints, and releases. This Whiteboard template includes:

  • Custom Statuses: Create tasks with various custom statuses to keep track of the progress of each sprint and project
  • Custom Fields: Categorize and add attributes to manage your project planning and easily visualize sprints and roadmap goals
  • Custom Views: Start with this Whiteboard template and build out your ClickUp workflow which includes List, Gantt, Workload, Calendar, and more
  • Project Management: Improve project planning with tags, dependency warning, emails, and more

How to Use a Pi Planning Template

Pi Planning is a great way to ensure that your team is focused on the right tasks and working towards a common goal. Here's how to get started:

1. Establish the goal

The first step is to establish the goal for the project. Ask yourself: what do we want to achieve? What problem are we trying to solve?.

Create a Doc in ClickUp to write down your project goal and share it with your team.

2. Brainstorm ideas

Once you have a clear goal, have your team brainstorm ideas on how to achieve it. This is a great opportunity to get creative and come up with innovative solutions.

Use a Whiteboard in ClickUp to brainstorm ideas and store your team's ideas in the same place.

3. Assign tasks

Now it's time to assign tasks to the team. Depending on the size of the project, you may want to consider breaking it down into smaller tasks, assigning each to a team member.

Create tasks in ClickUp and assign them to the right people to make sure that everyone knows what they need to do.

4. Set deadlines

Once the tasks are assigned, it's important to set deadlines for each task. This will help ensure that everyone is on track and working towards the same goal.

Use the Calendar view in ClickUp to assign due dates to tasks and get an overview of the project timeline.

5. Monitor progress

The final step is to make sure that everyone is staying on track by monitoring progress. You can do this by checking in with team members regularly and providing feedback when necessary..

Use Dashboards in ClickUp to check on team progress and assign tasks.

Get Started with ClickUp's Pi Planning Template

Agile teams can use this Pi Planning Template to help everyone stay on the same page when it comes to strategizing and organizing short-term goals.

First, hit “Add Template” to sign up for ClickUp and add the template to your Workspace. Make sure you designate which Space or location in your Workspace you’d like this template applied.

Next, invite relevant members or guests to your Workspace to start collaborating.

add new template customization

Now you can take advantage of the full potential of this template to plan out your development sprints:

  • Create a project for each sprint and assign tasks to team members
  • Collaborate with stakeholders to brainstorm ideas and create content
  • Organize tasks into categories to keep track of progress
  • Set up notifications to stay up-to-date on progress
  • Hold regular meetings to discuss progress and any issues
  • Monitor and analyze tasks to ensure maximum productivity

Get Started with Our Pi Planning Template Today

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