QA Project & Test Management template

This Project Management & QA template is an easy-to-use, flexible and centralised way to plan projects, manage tasks and track quality from requirements through to test execution. Configure key information such as start and end dates, project status, owners and dependencies, while linking related records like requirements, test cases, test runs and issues for full traceability. Simply edit and adapt to suit your workflow.

Use a Calendar Screen to visualise project timelines and upcoming test runs by date, or a Board Screen to track work by status, such as ‘Planning’, ‘In Progress’, ‘Completed’ and ‘On Hold’. You can even configure Workflows for real-time notifications—for example, when an issue is opened, a task becomes blocked, or a test fails.

Understanding project management & quality control

Project management sounds straightforward, but delivering on time and to spec is rarely simple—especially when quality assurance is in the mix. That’s why a single source of truth matters.

At its core, it’s about organising projects, tasks and people, then aligning them with clear requirements. Add prioritisation and realistic dates so teams know what matters now versus what can wait.

Quality management layers on structured testing and issue tracking. Defects should be easy to log, assign and resolve, while tests must link back to requirements so you always know what’s covered.

Clarity comes from keeping everything in one secure, searchable place—not scattered across spreadsheets, docs and inboxes. Centralising your data reduces hand-offs and helps you maintain momentum.

Gridfox brings all of this together—projects, tasks, requirements, test cases, executions and issues—so your team can collaborate confidently and deliver with quality.

Why Gridfox Project Management & QA?

We’ve designed this template to be intuitive from day one. Out of the box, you’ll get linked tables for Projects, Tasks, Requirements, Test Cases, Test Executions, Quality Issues, Resources, Dependencies, Monitoring Reports and Team Members—so you can hit the ground running.

Unlike rigid, off-the-shelf tools, Gridfox adapts to you. Add or remove fields, refine statuses, and tailor relationships as your processes mature. Whether you run Agile sprints or milestone-based delivery, this template flexes to fit.

As you grow, you can introduce extra views for deeper visibility: Kanban boards for flow, calendars for dates, dashboards for KPIs and filters for focus. Real-time updates keep everyone aligned without status meetings.

Here’s a breakdown of some of the key features included.

The Breakdown

• Project & Task tables (with filters): Capture the essentials in structured records. Track Project Status (Planning, In Progress, Completed, On Hold), dates, owners and linked items like Tasks, Requirements and Monitoring Reports. Task records include assignees and statuses (Not Started, In Progress, Completed, Blocked). Use filters for blocked tasks, due-this-week work, or items on hold—your spreadsheet alternative in one place.
• Dashboards & QA traceability: Get instant visibility across delivery and quality. Chart tasks by status, issues by severity or age, and test execution pass/fail rates. Link Requirements to Test Cases and Test Executions for end-to-end traceability and audit-ready reporting. Monitoring Reports roll up key milestones, risks and outcomes for stakeholders.
• Board: Manage flow on a colour-coded Kanban board. Drag and drop Tasks or Quality Issues through your workflow—open, in progress, resolved or closed—and dive into the details with a click. Perfect for daily stand-ups and keeping the team unblocked.

Download the Project Management & QA template here.

Who’s going to love it?

In short… anyone delivering work. Whether you’re a project manager coordinating timelines, a QA lead driving test coverage, a developer fixing defects, or an operations team tracking change, this template keeps everyone on the same page.

It’s ideal for software teams, product squads and PMOs that need visibility over who’s doing what, which requirements are covered by tests, what’s blocked, and how close you are to release. Clear ownership, linked data and simple workflows help you ship faster—with quality baked in.

Think of our templates as the perfect leg-up for launching your project processes with confidence.