Boards
  • Benefits
  • Features
  • Use Cases
    • Form Submissions to Tasks
    • Workflows to Tasks
    • AI Conversations to Tasks
    • Orders to Tasks
    • Sign Documents to Tasks
  • Solutions
  • Templates
  • Explore
    • Story
    • Help Guide
    • Live Launch Event
    • FAQ
  • Pricing
  • Get Started Now — It’s Free!
Jotform LogoJotform Icon
Board Templates
Strategy & Planning
Trending Templates
Startup Business Plan TemplateMarketing Strategy TemplateRisk Management TemplateEvent Strategy TemplateSWOT BoardAction Plan Template
Trending Categories
Freelancers & Solo ProfessionalsAdministrative & Office Management TeamsCustomer Support & Success TeamsFinance & Accounting TeamsOperations & Logistics TeamsHR & Recruiting Teams

Project Discovery Template

Trending Templates
Startup Business Plan TemplateMarketing Strategy TemplateRisk Management TemplateEvent Strategy TemplateSWOT BoardAction Plan Template
Trending Categories
Freelancers & Solo ProfessionalsAdministrative & Office Management TeamsCustomer Support & Success TeamsFinance & Accounting TeamsOperations & Logistics TeamsHR & Recruiting Teams
Board Templates
Strategy & Planning

Project Discovery Template

Kickstart your projects with Jotform's Project Discovery Template. This customizable board template helps you define project scope, identify stakeholders, and gather requirements efficiently using a drag-and-drop interface.

Categories
  • Go to Category: Strategy & Planning
  • Go to Category: Market Research & Analysis
  • Go to Category: Project & Task Management
  • Go to Category: Project Planning
  • Go to Category: Professional Services
  • Go to Category: Technology & Startups
  • Go to Category: Engineering & Product Teams
  • Go to Category: Marketing & Creative Teams
Project Discovery Template
About this template

The Project Discovery Template is an essential board template tailored for project managers and teams embarking on new projects. This template provides a structured approach to defining project scope, identifying stakeholders, and gathering requirements, ensuring that all foundational elements are thoroughly addressed. Whether you are a freelancer working solo or part of a collaborative team, this template helps streamline the initial phases of project planning, making it easier to set clear objectives and allocate resources effectively.

Utilizing Jotform Boards, you can enhance your online task management with features like a customizable Kanban board that allows for easy tracking of tasks through a drag-and-drop interface. The board facilitates collaboration by enabling team members to assign tasks, leave comments, and monitor progress through activity logs. With the ability to connect forms to your board, you can automate workflow processes, ensuring that tasks are created directly from form submissions. This digital collaboration tool not only keeps your project organized but also helps foster efficient teamwork from the very start of your project journey.

Categories
  • Go to Category: Strategy & Planning
  • Go to Category: Market Research & Analysis
  • Go to Category: Project & Task Management
  • Go to Category: Project Planning
  • Go to Category: Professional Services
  • Go to Category: Technology & Startups
  • Go to Category: Engineering & Product Teams
  • Go to Category: Marketing & Creative Teams
Details
3 Clone
Created by
Jotform

Connected Forms

This board collects and interacts with data from the forms shown here. You can customize, remove, or add connected forms from the Boards interface.

Preview:

Project Intake Form

View Template

Project Discovery Template FAQs

1) What is this Project Discovery Template used for?

This Project Discovery Template is used for defining project scope, identifying stakeholders, and gathering requirements, ensuring a solid foundation for your project.

2) What should be included in a Project Discovery Template?

The template should include tasks like defining project scope, identifying stakeholders, gathering requirements, creating a project timeline, and conducting risk assessments.

3) When to use a Project Discovery Template?

Use this template at the beginning of any project to establish clarity, align team members, and ensure all necessary groundwork is laid for successful execution.

4) Who can use a Project Discovery Template?

This template is ideal for project managers, team leaders, freelancers, and anyone involved in project planning and execution.

5) What are the benefits of using a Project Discovery Template?

Using this template helps streamline the project initiation phase, improves stakeholder communication, and enhances overall project clarity and organization.

6) Can I assign tasks to specific team members?

Yes, you can assign tasks to specific team members within the board, allowing for clear accountability and ownership of project elements.

7) How do I track the progress of tasks on this board?

You can monitor task progress by moving them between the stages on the Kanban board, such as "Backlog," "In Progress," and "Done."

8) Can I connect my forms to this board to create tasks automatically?

Yes, integrating your Jotform forms with the board allows for automatic task creation based on new submissions, streamlining your workflow.

Related templates
Startup Business Plan Template Thumbnail
Preview: Startup Business Plan Template

Startup Business Plan Template

Create a comprehensive business plan with Jotform's Startup Business Plan Template. Manage tasks, set priorities, and collaborate with your team using a customizable board and drag-and-drop interface.

Go to Category:Strategy & Planning
Preview
Marketing Strategy Template Thumbnail
Preview: Marketing Strategy Template

Marketing Strategy Template

Optimize your marketing efforts with Jotform's Marketing Strategy Board Template. Use this customizable board to manage tasks, set priorities, and collaborate with your team using a drag-and-drop interface.

Go to Category:Media, Marketing & Advertising
Preview
Risk Management Template Thumbnail
Preview: Risk Management Template

Risk Management Template

Manage project risks effectively with Jotform's Risk Management Template. Use this customizable board to identify risks, assess their impact, and develop mitigation strategies using an intuitive drag-and-drop interface.

Go to Category:Strategy & Planning
Preview
Event Strategy Template Thumbnail
Preview: Event Strategy Template

Event Strategy Template

Organize your event planning with Jotform's Event Strategy Template. This customizable board template helps track tasks, manage timelines, and collaborate with your team for successful event execution.

Go to Category:Marketing & Creative Production
Preview
SWOT Board Thumbnail
Preview: SWOT Board

SWOT Board

Optimize your strategic planning with Jotform's SWOT Board template. Use this customizable board to analyze strengths, weaknesses, opportunities, and threats effectively using a drag-and-drop interface.

Go to Category:Strategy & Planning
Preview
Action Plan Template Thumbnail
Preview: Action Plan Template

Action Plan Template

Manage your projects efficiently with Jotform's Action Plan Template. This customizable board template helps you track tasks, set priorities, and collaborate with your team using a drag-and-drop interface.

Go to Category:Project & Task Management
Preview

Jotform

  • Signup
  • Create a Form
  • My Workspace
  • Pricing
  • Jotform Enterprise
      • Application Forms
      • Registration Forms
      • Contact Forms
      • Feedback Forms
      • Order Forms
      • Evaluation Forms
      • Reservation Forms
      • Booking Forms
      • Request Forms
      • Government
      • Healthcare
      • Summer Camps
      • Restaurants and Groceries
      • Churches
      • Animal Shelters
      • Photography
      • Education Professionals
      • Small Businesses
      • Nonprofit Organizations
      • Creative Agencies
      • User Stories
      • How to Create a Survey
      • Data Collection Methods
      • Form Design
      • Accepting payments online
      • Creating an app without coding
      • What Is a QR Code?
      • How to Make a Website
      • How to Sell Online
      • Performance Appraisal Guide
      • Working From Home
      • All Business Guides
    • Jotform Form Builder
    • Jotform AppointmentsNEW
    • Jotform Apps
    • Jotform AI Agents
    • Jotform Boards
    • Jotform Store Builder
    • Jotform Tables
    • Jotform Inbox
    • Jotform Mobile Forms
    • Jotform Workflows
    • Jotform Report Builder
    • Jotform Smart PDF Forms
    • Jotform PDF Editor
    • Jotform Sign
    • Jotform Teams
    • Conditional Logic
    • Conversational Forms
    • Assign Forms
    • Translate Forms
    • White Labeling
    • Enable-Disable Form
    • Multiple Users
  • Tools
    • Google Forms Alternative
    • Microsoft Forms Alternative
    • Typeform Alternative
    • Formstack Alternative
    • SurveyMonkey Alternatives
    • Wufoo Alternatives
    • 123FormBuilder Alternative
    • WPForms Alternatives
    • Paperform Alternatives
    • Adobe Sign Alternatives
    • PandaDoc Alternatives
    • Docusign Alternatives
    • Jotform Alternatives

Marketplace

    • Form Templates
    • Agent Templates
    • Board Templates
    • App Templates
    • Workflow Templates
    • Table Templates
    • PDF Templates
    • Sign Templates
  • Form Themes
  • Form Widgets
    • Payment Integrations
    • All Integrations
    • Jotform for Canva

Support

  • Contact Us
  • User Guide
    • FAQ
    • Forum
    • API and Developers
    • Jotform Status
    • Jotform Books
  • Jotform Academy
  • Webinars
  • Professional Services
  • Report Abuse
  • Report Copyright Issue
  • Recover Jotform Account

Enterprise

  • Overview
  • Security
    • Jotform Teams
    • Multiple Users
    • Admin Console
    • White Labeling
    • Local Data Residency
    • Single Sign-On
    • Jotform Sign
    • Mobile App
    • Professional Services
    • Government
    • Healthcare
    • Education
    • Nonprofit
    • Business Services
    • Field Service Management
    • Financial Services
    • Hospice
    • Human Resources
    • Marketing
    • Salesforce
  • FAQ
  • Get a Demo

Company

  • About Us
  • Careers
  • Media Kit
  • In the News
  • Newsletters
    • Agency ProgramNEW
    • Reseller Program
    • Affiliate Program
    • Find a Partner
  • Blog

Apps

Get access to Jotform Enterprise’s powerful EdTech features with a 30% education discount
4 Embarcadero Center, Suite 780, San Francisco CA 94111

© Jotform Inc. The name "Jotform" and the Jotform logo are registered trademarks of Jotform Inc.

  • Terms & Conditions
  • Privacy Policy
  • Security
  • Accessibility Statement