Templates

Templates let you start new plans from a proven structure instead of from scratch. Tandem ships with built-in templates for common engagement types, and you can create your own.

Using a template

When creating a new plan, you'll see the option to start from a template. Select one to pre-populate phases, milestones, and tasks.

SS-016 · New plan form with template selection active

Built-in templates

Tandem includes templates for:

• SaaS onboarding — 90-day implementation with go-live milestone
• Renewal preparation — 60-day renewal cycle with stakeholder alignment
• Expansion — upsell engagement with business case milestone

Creating a custom template

This feature is on the roadmap. For now, use the AI generator to quickly draft a plan that fits your engagement type.

Related

• Creating a plan
• AI features