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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.

01 Product & engineering

Roadmaps connected to shipped code

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

Workflows teams set up first

  1. Roadmap to release. Plan the quarter on a timeline, then break milestones into tasks the team can pick up.
  2. Pull requests, in context. Link issues and pull requests to tasks. Status updates on its own when code merges.
  3. Feedback that lands somewhere. Turn a Slack thread or a support note into a triaged task in one step.

Templates Product roadmap · Launch checklist · Bug triage

02 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

  1. Briefs with everything attached. Goals, references, and Figma files live on the task instead of in scattered messages.
  2. Reviews that reach a decision. Collect feedback in one thread, resolve comments, and record what was approved.
  3. Deadlines that respect focus. Schedule review rounds around focus blocks instead of on top of them.

Templates Creative brief · Design review · Brand request

03 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

  1. One campaign calendar. See emails, posts, and launches across every channel in a single view.
  2. Content from draft to published. Move each piece through writing, review, and scheduling with a clear owner at every step.
  3. Launch-day checklists. Reuse the checklist that worked last time; automations handle the reminders.

Templates Campaign plan · Content calendar · Launch day

04 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

  1. Processes that run themselves. Turn recurring work like month-end close or onboarding into automated checklists.
  2. Handoffs without gaps. When one step finishes, the next owner is assigned and notified automatically.
  3. A clear view of the business. Weekly summaries show what is on track across every team.

Templates Employee onboarding · Month-end close · Vendor review

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 plansTalk 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.

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