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forma.

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Teams

How different teams

use Forma

Product, design, marketing, and operations teams set Forma up in different ways. Here is what each usually starts with.

Teams

How different teams

use Forma

Product, design, marketing, and operations teams set Forma up in different ways. Here is what each usually starts with.

Teams

How different teams

use Forma

Product, design, marketing, and operations teams set Forma up in different ways. Here is what each usually starts with.

Product & engineering

Design & creative

Marketing & growth

Operations & founders

Product & engineering

Roadmaps connected to shipped code

Keep roadmaps, specs, and feedback in one place. Engineers keep working in their code host, and everyone else can see progress without asking for an update.

Workflows teams set up first

Roadmap to release. Plan the quarter on a timeline, then break milestones into tasks the team can pick up.

Pull requests, in context. Link issues and pull requests to tasks. Status updates on its own when code merges.

Feedback that lands somewhere. Turn a chat thread or a support note into a triaged task in one step.

Templates

Product roadmap · Launch checklist · Bug triage

Product & engineering

Roadmaps connected to shipped code

Keep roadmaps, specs, and feedback in one place. Engineers keep working in their code host, and everyone else can see progress without asking for an update.

Workflows teams set up first

Roadmap to release. Plan the quarter on a timeline, then break milestones into tasks the team can pick up.

Pull requests, in context. Link issues and pull requests to tasks. Status updates on its own when code merges.

Feedback that lands somewhere. Turn a chat thread or a support note into a triaged task in one step.

Templates

Product roadmap · Launch checklist · Bug triage

Product & engineering

Roadmaps connected to shipped code

Keep roadmaps, specs, and feedback in one place. Engineers keep working in their code host, and everyone else can see progress without asking for an update.

Workflows teams set up first

Roadmap to release. Plan the quarter on a timeline, then break milestones into tasks the team can pick up.

Pull requests, in context. Link issues and pull requests to tasks. Status updates on its own when code merges.

Feedback that lands somewhere. Turn a chat thread or a support note into a triaged task in one step.

Templates

Product roadmap · Launch checklist · Bug triage

Release 2.4

Ships Sep 24

FRM-214

Ship onboarding checklist

In review

Merged

FRM-209

Faster board rendering

Merged

FRM-221

Focus mode for chat status

In progress

Release progress

7 of 9

Release 2.4

Ships Sep 24

FRM-214

Ship onboarding checklist

In review

Merged

FRM-209

Faster board rendering

Merged

FRM-221

Focus mode for chat status

In progress

Release progress

7 of 9

Release 2.4

Ships Sep 24

FRM-214

Ship onboarding checklist

In review

Merged

FRM-209

Faster board rendering

Merged

FRM-221

Focus mode for chat status

In progress

Release progress

7 of 9

Design & creative

Design reviews that end with a decision

Keep the brief, the files, and the feedback on one task. Designers get uninterrupted time, and stakeholders can check status without a meeting.

Workflows teams set up first

Briefs with everything attached. Goals, references, and design files live on the task instead of in scattered messages.

Reviews that reach a decision. Collect feedback in one thread, resolve comments, and record what was approved.

Deadlines that respect focus. Schedule review rounds around focus blocks instead of on top of them.

Templates

Creative brief · Design review · Brand request

Design & creative

Design reviews that end with a decision

Keep the brief, the files, and the feedback on one task. Designers get uninterrupted time, and stakeholders can check status without a meeting.

Workflows teams set up first

Briefs with everything attached. Goals, references, and design files live on the task instead of in scattered messages.

Reviews that reach a decision. Collect feedback in one thread, resolve comments, and record what was approved.

Deadlines that respect focus. Schedule review rounds around focus blocks instead of on top of them.

Templates

Creative brief · Design review · Brand request

Design & creative

Design reviews that end with a decision

Keep the brief, the files, and the feedback on one task. Designers get uninterrupted time, and stakeholders can check status without a meeting.

Workflows teams set up first

Briefs with everything attached. Goals, references, and design files live on the task instead of in scattered messages.

Reviews that reach a decision. Collect feedback in one thread, resolve comments, and record what was approved.

Deadlines that respect focus. Schedule review rounds around focus blocks instead of on top of them.

Templates

Creative brief · Design review · Brand request

Homepage v3

Review round 2

Tighten the hero spacing

Approved by MR

Homepage v3

Review round 2

Tighten the hero spacing

Approved by MR

Homepage v3

Review round 2

Tighten the hero spacing

Approved by MR

Marketing & growth

One calendar for every campaign

Put emails, posts, and launches on one calendar, with an owner for each step, so everyone knows what is going out and when.

Workflows teams set up first

One campaign calendar. See emails, posts, and launches across every channel in a single view.

Content from draft to published. Move each piece through writing, review, and scheduling with a clear owner at every step.

Launch-day checklists. Reuse the checklist that worked last time; automations handle the reminders.

Templates

Campaign plan · Content calendar · Launch day

Marketing & growth

One calendar for every campaign

Put emails, posts, and launches on one calendar, with an owner for each step, so everyone knows what is going out and when.

Workflows teams set up first

One campaign calendar. See emails, posts, and launches across every channel in a single view.

Content from draft to published. Move each piece through writing, review, and scheduling with a clear owner at every step.

Launch-day checklists. Reuse the checklist that worked last time; automations handle the reminders.

Templates

Campaign plan · Content calendar · Launch day

Marketing & growth

One calendar for every campaign

Put emails, posts, and launches on one calendar, with an owner for each step, so everyone knows what is going out and when.

Workflows teams set up first

One campaign calendar. See emails, posts, and launches across every channel in a single view.

Content from draft to published. Move each piece through writing, review, and scheduling with a clear owner at every step.

Launch-day checklists. Reuse the checklist that worked last time; automations handle the reminders.

Templates

Campaign plan · Content calendar · Launch day

Autumn launch

September

Mon 21

Tue 22

Wed 23

Thu 24

Fri 25

Teaser email

Social countdown

Launch

Press follow-ups

Autumn launch

September

Mon 21

Tue 22

Wed 23

Thu 24

Fri 25

Teaser email

Social countdown

Launch

Press follow-ups

Autumn launch

September

Mon 21

Tue 22

Wed 23

Thu 24

Fri 25

Teaser email

Social countdown

Launch

Press follow-ups

Operations & founders

Processes that run on schedule

Turn recurring work into checklists with automatic handoffs, so the process does not depend on one person remembering every step.

Workflows teams set up first

Processes that run themselves. Turn recurring work like month-end close or onboarding into automated checklists.

Handoffs without gaps. When one step finishes, the next owner is assigned and notified automatically.

A clear view of the business. Weekly summaries show what is on track across every team.

Templates

Employee onboarding · Month-end close · Vendor review

Operations & founders

Processes that run on schedule

Turn recurring work into checklists with automatic handoffs, so the process does not depend on one person remembering every step.

Workflows teams set up first

Processes that run themselves. Turn recurring work like month-end close or onboarding into automated checklists.

Handoffs without gaps. When one step finishes, the next owner is assigned and notified automatically.

A clear view of the business. Weekly summaries show what is on track across every team.

Templates

Employee onboarding · Month-end close · Vendor review

Operations & founders

Processes that run on schedule

Turn recurring work into checklists with automatic handoffs, so the process does not depend on one person remembering every step.

Workflows teams set up first

Processes that run themselves. Turn recurring work like month-end close or onboarding into automated checklists.

Handoffs without gaps. When one step finishes, the next owner is assigned and notified automatically.

A clear view of the business. Weekly summaries show what is on track across every team.

Templates

Employee onboarding · Month-end close · Vendor review

New hire onboarding

Automated

Create accounts

IT · done automatically

Send welcome pack

People team

Schedule first-week check-in

Hiring manager

30-day review

Hiring manager

New hire onboarding

Automated

Create accounts

IT · done automatically

Send welcome pack

People team

Schedule first-week check-in

Hiring manager

30-day review

Hiring manager

New hire onboarding

Automated

Create accounts

IT · done automatically

Send welcome pack

People team

Schedule first-week check-in

Hiring manager

30-day review

Hiring manager

Release 2.4

Ships Sep 24

FRM-214

Ship onboarding checklist

In review

Merged

FRM-209

Faster board rendering

Merged

FRM-221

Focus mode for chat status

In progress

Release progress

7 of 9

Homepage v3

Review round 2

Tighten the hero spacing

Approved by MR

Autumn launch

September

Mon 21

Tue 22

Wed 23

Thu 24

Fri 25

Teaser email

Social countdown

Launch

Press follow-ups

New hire onboarding

Automated

Create accounts

IT · done automatically

Send welcome pack

People team

Schedule first-week check-in

Hiring manager

30-day review

Hiring manager

/ 04

Choosing a plan

For a team, start with the Team plan

It adds shared workspaces, workload planning, and roles. Try it with your own projects. You can change plans at any time.

Compare plans

Talk to sales

Choosing a plan

For a team, start with the Team plan

It adds shared workspaces, workload planning, and roles. Try it with your own projects. You can change plans at any time.

Compare plans

Talk to sales

Choosing a plan

For a team, start with the Team plan

It adds shared workspaces, workload planning, and roles. Try it with your own projects. You can change plans at any time.

Compare plans

Talk to sales

Try

Forma

with

your

own

projects

Start on the free plan, import a board, and see how much of your week it takes care of.

Start for free

Try the demo

Free plan available. No credit card needed.

Getting started

2 of 4

Connect your calendar

Done

Import an existing board

Done

Add your first automation

Invite your team

Later

Try

Forma

with

your

own

projects

Start on the free plan, import a board, and see how much of your week it takes care of.

Start for free

Try the demo

Free plan available. No credit card needed.

Getting started

2 of 4

Connect your calendar

Done

Import an existing board

Done

Add your first automation

Invite your team

Later

Try

Forma

with

your

own

projects

Start on the free plan, import a board, and see how much of your week it takes care of.

Start for free

Try the demo

Free plan available. No credit card needed.

Getting started

2 of 4

Connect your calendar

Done

Import an existing board

Done

Add your first automation

Invite your team

Later