Templates

Start from a workflow
that already knows your job.

Pick a template and Thredlink builds the whole project — the right roles, milestones, reminders, and checklist. Here’s a commercial acquisition running on one, live.

Start free See use cases

Every template builds a real project

Not a checklist of features — a working project. Each one sets up who’s involved, the thread they talk in, the milestones it tracks, and the checklist that gets it done.

Real Estate

Closing

A 45-day residential closing — contract to keys, every party in one place.

Who’s involved
Buyer, Seller, both Agents, Lender, Inspector, Title, Attorney
The thread
Email, SMS, and magic-link replies merge into one record
What’s tracked
6 milestones (earnest → inspection → financing → appraisal → walkthrough → closing); daily countdown the last 7 days
What’s completed
A buyer pre-closing checklist — sign disclosure, confirm wire, final walkthrough
The read-only project page a client opens from a magic link: a closing for 4567 Maple St with participants, key dates, reminders, and a pre-closing checklist.
Construction

Phase Tracking (GC)

A 90-day construction phase with a weekly progress drumbeat.

Who’s involved
GC, Architect, Owner, PM, Site Super, Subs
The thread
RFIs, change orders, and inspections — every reply on record
What’s tracked
6 milestones (foundation → final inspection); daily progress-photo reminder the last 7 days
What’s completed
Phase sign-offs and the punch list in the checklist drawer
Plumbing & field service

Service Job

One ticket, dispatch to paid invoice — no phone tag.

Who’s involved
Customer, Technician, Dispatcher
The thread
Customer texts in, dispatcher coordinates, tech replies with photos
What’s tracked
5 milestones (visit → diagnosis → parts → install → invoice); “Tech arrives tomorrow” reminder
What’s completed
Final invoice with a signed acceptance

More ready-made templates

Same idea — roles, milestones, and reminders preset. Start one and drop in your people.

Real Estate

Inspection Window

A focused 10-day project for the inspection contingency.

  • 4 milestones (scheduled → report → repairs → window close)
  • Roles: Buyer, Seller, Agents, Inspector
  • 3-day countdown before the window ends
Property Mgmt

Tenant Move-In

14-day coordination from lease through key handoff.

  • 4 milestones (lease → deposit → walkthrough → keys)
  • Roles: Property Manager, Tenant, Maintenance, Owner
  • 3-day countdown to move-in day
General

General Project

A blank project with a single deadline — when no vertical fits.

  • 1 milestone (project deadline)
  • No preset roles
  • You build the structure as you go
Per-project custom builder

Workflow doesn’t fit a template? Build it.

Apply a template to start, then add your own items in any order — and each project owns its checklist, so there’s no template drift. Drop the survey PDF on the right item, rename it inline (“survey-final-v3.pdf” → “Survey”), and that label is what the team reads.

  • Mix any field types on one checklist
  • Per-project edits never touch other projects
  • Per-item attachments with inline rename

Make it yours.

Run a project the way you like it, then save it as a workspace template — next time it’s one click.

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