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1. Scenario

Designed for software outsourcing teams and project-based companies: a standardised delivery framework from requirement confirmation, prototype and UI design, development and integration, testing and acceptance to go-live delivery. Built-in structured milestones, requirement groups, task trees with estimated workhours, test cases and document templates let the team deliver to spec by following the sequence, reducing requirement disputes and acceptance risk.

Suitable for

Outsourcing teams building web / mini-program / app / admin systemsProject-based software companiesProject or product managers who need a standardised delivery process

Solves

Requirement sign-off points are unclear, so after delivery the client claims it is not what was agreedNo acceptance evidence, making collection of the final payment difficultNo quantified basis, making quotes and schedules hard to estimateDefect fixes go unrecorded and testing leaves no traceStage tasks are flattened together, blurring ownership

2. Demo Company

Demo company
A software outsourcing company (full-stack web / mini-program / app delivery team)
Demo project
Custom e-commerce platform development project for client X

Template screenshotsClick to enlarge

Software Outsourcing Delivery Template Screenshots 1

3. Project Template

Pre-built tasks for the whole outsourcing order process, requirement groups, test cases, test plans, issue tracking, interface documents and project document links. Stages are split by milestone and tasks carry workhour estimation baselines, so it works directly as a quoting reference.

Project stages
  1. 1
    Project kick-off and requirement confirmation
  2. 2
    Prototype design and client sign-off
  3. 3
    UI design guideline sign-off
  4. 4
    Backend API development and integration
  5. 5
    Frontend feature development
  6. 6
    Internal testing and bug fixing
  7. 7
    UAT and client sign-off
  8. 8
    Go-live deployment and handover training
  9. 9
    Warranty-period maintenance and wrap-up

4. Custom Fields

FieldType
Task typeStatus
Estimated workhoursNumber
Actual workhoursNumber
OwnerPerson
PriorityStatus
Client sign-off gateStatus

5. Workflow Configuration

Status
Not started→In progress→Pending client sign-off→In testing→Accepted→Live→Delayed→Cancelled

6. Default Document Templates

Once the template is enabled, the following document structure is generated automatically (one-click creation will be available later).

  • Project overviewProject background / objectives / delivery scope / contacts
  • PRD (requirement document)Feature list / business flow / non-functional requirements
  • UI design guidelinesVisual guidelines / component library / interaction notes
  • Acceptance sheetUAT items / acceptance result / signature
  • Training manualSystem operations / FAQ / maintenance notes
  • Change logChange details / impact scope / client sign-off