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Bika.ai, all-in-one AI workspace for creating business AI agents, combines AI chatbot, automation, databases, dashboards and wikis, manage and automate endless business processes.→ Read more about what is Bika.ai

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📋 Project Management

For project managers, Proactive AI Automation can automatically remind team members of upcoming tasks and provide detailed reports on project statuses, ensuring even complex project management is well-organized.

Issue tracking
An issue tracking template to manage reported problems, track resolutions, and organize tasks for efficient team collaboration and product improvement.

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HR Team Project Tracker
Monitoring staff programs, spontaneous client requests, and strategic initiatives can be difficult in expanding teams. Centralize your projects and tasks to improve teamwork and control.

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OKR Tracker & Quarterly Report Automation
OKR (Objectives and Key Results) is a set of management tools and methods for clarifying and tracking goals and their completion. In 1999, OKR was promoted by Google and widely used by Facebook, LinkedIn and other companies. In 2014, OKR was introduced to China.

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AI Automated Product R&D Management
AI Automated Product R&D Management helps teams efficiently control the entire product process, covering requirements-tasks-BUG management. Based on AI-structured data intelligent analysis and optimization, it automatically generates iteration reports and improves collaboration efficiency.

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Contractor / Freelancer Management
The Contractor/Freelancer Management simplifies management from screening to completion. Centralizes resource management, links tasks, automates interview feedback emails, and tracks project expenses for transparency and budget control.

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User Story Mapping
This folder contains the Bika.ai User Story Mapping Template, designed to help teams effectively organize and prioritize user stories. With this template, you can clearly visualize the user journey, identify key features, and ensure that new capabilities align with user needs.

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AI Project Issues and Tickets
Use AI automation to manage your product and project work orders, requirements, and bugs. By automatically collecting, summarizing, and prompting actions, you can manage project progress more efficiently and provide timely feedback to users on development progress

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Project planning
Even the simplest project has many elements to track. With this comprehensive template, you can easily manage all project elements, ensuring you stay focused and in control throughout the project's lifecycle.

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Information Query (Student Grades)
This template is used for querying information data and providing feedback on query results via email. It ensures information isolation while allowing external users to easily retrieve the required information. In addition to exam result queries, it can also be used for use case such as competition registration results and bid results, ensuring efficient responses and accurate retrieval of necessary information.

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Sales Contract Automation Management
This template is designed for the financial management team, focusing on tracking and managing the payment status of cooperative customers to improve the efficiency and accuracy of payment collection.

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Agile Workflow
Streamlines project management for teams, enhancing collaboration and visibility in Agile practices

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AI Automated Task Management
Helps teams efficiently manage weekly tasks. Through a series of automation tools, including task summaries, progress reminders, and personal summary reports, team members can promptly obtain task information and progress, thereby improving collaboration efficiency and work transparency. By using these automation features, teams can maintain efficient operations and ensure that each member has a clear understanding and sense of responsibility for their tasks.

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Visual inspiration tracking with web clipper
This template is designed to help users easily collect and manage visual inspiration from the web. Whether you're a designer, artist, or anyone seeking creative ideas, this template allows you to quickly record and categorize various visual assets. Users can customize fields and views according to their needs, ensuring that their materials are organized effectively.

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Stakeholder Analysis
Team interaction is the key to propelling projects forward, the bond that maintains alignment among project teams, and the link that facilitates strategic planning. Even seasoned project managers find the complexity of project management increasing as the number of team members and key stakeholders expands.

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Weekly meeting reminder (Slack)
With this template, Bika.ai can send reminders via Slack before the weekly team meeting, including the time, location, and agenda. Moreover, by leveraging Bika, you can expand to more instant messaging platforms or notification methods, ensuring that team members join on time and the meeting proceeds smoothly.

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Daily Standup
It is a short meeting where team members discuss their work from the previous day, what they plan to work on today, and any obstacles that may prevent them from achieving their goals.

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Business Contract Management
The challenges in traditional contract management, such as dispersed information, difficulty in tracking, repetitive data entry, and lack of transparency in status, have been addressed. This effectively helps teams efficiently manage the contract lifecycle, reduces manual operations, and improves data accuracy and team collaboration efficiency

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E-commerce Supplier Order Collaboration
An efficient order collaboration process designed for cross-border e-commerce. Through intelligent matching and a rotation mechanism, it automatically assigns C2B order tasks to suitable suppliers, achieving end-to-end automated management from order receipt to production and delivery, enhancing team efficiency and reducing manual errors.

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Project tracker
The project tracker template is designed to help teams effectively manage and track project progress. Through this template, users can easily record tasks, assign responsibilities, set deadlines, and update project status in real time.

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Rotating Duty Reminder(Slack)
Effectively organize team shifts, automatically record and remind about shift information to ensure every member receives timely shift notifications. This includes reminders for meeting rotations, project rotations, operations and maintenance rotations, among others.

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Product Feedback Analysis
This template is designed to help teams efficiently collect and analyze customer feedback. Users can upload reviews, feedback, or other relevant data to identify common issues. The customizable dashboard allows for easy viewing and analysis of data, ultimately enhancing the overall customer experience.

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Course Scheduling
Scheduling class is a complicated process, involving checking multiple worksheets and preparing timetable. In order to arrange schedules effectively, it is important to centralize all of the information including courses, rooms, classes into one intuitive system.

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Product Feedback Form
The Product Feedback template is structured to collect and manage feedback efficiently. This template includes resources like a feedback form and a database, which together streamline the process of gathering, categorizing, and storing feedback data for product improvement.

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Expense Tracking
Easily manage personal expenses, clearly track every transaction, detail spending insights, simplify daily and household expense management, and gain full control over your finances .

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OKR Tracking
Companies recognize the importance of OKR tracking for alignment and productivity, but differ on the best approach. For a smooth and efficient way to manage OKRs, consider our tracking template—it's all you need to advance your company's vision.

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Project Progress Management
By centrally managing the progress and execution of projects and tasks, and using automation functions to follow up on the status of project tasks, it helps to improve the efficiency of project management and task collaboration.

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Instructional Design Management
This template is designed for instructional designers and training project managers, helping you efficiently manage employee training development, enhance collaboration across projects, and gather key feedback to improve learning experiences.

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Digital Asset Management
This template helps design teams and project managers manage the progress of design projects. It allows you to track task status, priorities, due dates, and responsible team members.

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Eisenhower Matrix
Dwight D. Eisenhower, the 34th U.S. president and WWII's Allied Supreme Commander, also led NATO's forces. He developed the Eisenhower matrix to enhance his time management skills, making critical decisions in various roles.

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Project Management
This template streamlines project management with centralized tasks, due dates, views, file sharing, comments, and assignee tracking, ensuring teams stay aligned and collaborate effectively in one space.

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Product Messaging Library
The Product Messaging Library Template organizes your product is messaging guidelines, ensuring consistent communication across teams and helping maintain a unified brand voice.

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SWOT Analysis
The SWOT analysis, alternatively known as a SWOT matrix, aids in pinpointing the Strengths, Weaknesses, Opportunities, and Threats associated with any prospective decision-making process.

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Competition Management
This template covers various processes in competition participation management, such as registration, data collection, sending email notifications to contestants and the management team, and judging and scoring. It provides comprehensive support for both contestants and the organizer, helping managers manage and serve the contestants efficiently.

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Value-Risk Matrix
Manage tasks by prioritizing them based on risk and value, and trigger automated notifications for high-priority tasks

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Contractor Time Tracker
Contractor Time Tracker streamlines work data management by connecting tables, simplifying task, personnel, and client tracking for improved efficiency and accuracy in managing projects.

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Team Task Distribution & Reminder Automation
This template utilizes automated tools to efficiently allocate tasks, provide timely reminders for progress and deadlines, thereby enhancing team efficiency and task quality.

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Investor deal flow
This template is designed to effectively manage prospective deals, related contacts, and contact information. It offers multiple views and a simple dashboard display, helping users track deal progress, contact details, and terms

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Creative agency proposal planning
Received a new RFP from a prospective client? Utilize this comprehensive template to guide your team through the RFP lifecycle, ensuring timely progress and a structured approach to secure that significant contract.

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Beginner's Playground
A template suitable for beginners to learn, containing examples of all resource types supported by Bika. You can learn and modify it to your desired effect.

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Customer After-Sales Service Management
This template integrates customer case tracking, after-sales service, employee training, and customer information management, providing comprehensive support for delivering a high-quality customer experience. And can be used in scenarios such as retail and e-commerce, residential property maintenance, home appliance installation and repair, and domestic services.

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Customer Sentiment Analysis
The Customer Sentiment Analysis Template is a comprehensive tool designed to help businesses systematically analyze customer feedback and make data-driven decisions to enhance customer satisfaction and loyalty.

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Dynamic Email Automation for Partner Onboarding
Dynamic Email Automation for Partner Onboarding simplifies the onboarding process by automating personalized emails and follow-ups. It ensures timely communication, tracks partner engagement, and reduces manual work. With automated reminders and seamless integration, your team can focus on building stronger partnerships while the system handles the rest.

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Legal Case Tracking and Billing
This folder is used to centrally manage all information related to legal cases, including case progress, client communication, and relevant billing and expense records.

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NPS Customer Referral Value
This template aims to provide an automated Net Promoter Score (NPS) follow-up form system for the company's Client Server team, Product Manager, market researchers, and company management. Through this system, you can achieve real-time monitoring and reminders of customer feedback, automatically collect and process new data, and display analysis results through intuitive dashboards to help the team more efficiently understand customer satisfaction and improvement directions.

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Design project pipeline
This folder contains a template to manage design project progress, helping teams stay updated on project status. You can track task status, priority, due dates, and team members. Please review the README file for instructions before starting.

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Program Communications Plan
The Program Communications Plan template is a key strategic document outlining necessary communication strategies and responsibilities for project success. It defines key messages, audiences, channels, and timelines, ensuring all stakeholders are informed and engaged throughout the project lifecycle, crucial for transparency, expectation management, and fostering collaboration

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Travel Guide
This template is a comprehensive travel itinerary management tool, containing multiple feature-rich tables and dashboards for recording and managing travel companions, trip preparations, hotel arrangements, attraction information, and itinerary planning. With various views and data association capabilities, users can efficiently complete pre-trip preparations and itinerary management, enhancing the overall travel experience.

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Customer Order Management
The customer order management template is suitable for highly customized products that require manual entry. It covers key processes from order input to customer notification, sales follow-up, and weekly report generation. By using automated email reminders and weekly order summaries, it ensures that customers receive timely order information. Additionally, it generates and sends weekly transaction reports to sales personnel and team leaders, enhancing the efficiency of the customer team and helping them effectively track customer information and manage order processes uniformly.

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Risk Assessment and Response
This template is designed to assist corporate leadership teams in documenting known risks within various departments (such as commodity price fluctuations or IT budget overruns) and developing corresponding mitigation and contingency plans

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Content Review
This template is suitable for the review management of any content pending publication or promotion. It achieves this through an automated workflow that: reminds reviewers to review content in a timely manner, automatically notifies progress on the review, thereby improving efficiency and transparency, reducing manual intervention, and ensuring the timeliness and accuracy of the review process.

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IT Assets Management & Reminder
Comprehensive solution for managing IT assets and sending maintenance reminders

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Scrum Sprint Task Management Automation
Streamline your Scrum sprint management with this powerful template. Effortlessly organize tasks, track progress, manage bugs, and automate notifications for sprint completion and task updates. Leverage auto-generated tasks from issues or bugs and set up task review reminders to keep your team aligned and ensure timely delivery of sprint goals.

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Product/market fit system
This template is designed for a product/market fit system, featuring resources for collecting and analyzing user feedback. Key components include a product feedback form and survey response database, allowing the team to gather and structure user insights on the product’s value and improvement areas. The survey responses are organized into views, including one restricted to founders and managers. Additionally, a database for key product features supports the linkage of benefits and feedback insights, facilitating a comprehensive overview for product development and market alignment

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Employee Engagement Survey
The Employee Engagement Survey template is designed to help organizations efficiently measure employee engagement and satisfaction.This tool helps identify differences in employee experiences and supports data-driven decisions for goal setting and workplace improvement.

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14-Day Automated Cold-Email Outreach Campaign
This template is designed for cold outreach to influencers, peers, or potential partners. It automates a 14-day email sequence that gradually introduces Bika.ai to your target audience and nurtures engagement. The workflow includes a series of five emails sent on Day 1, Day 2, Day 4, Day 7, and Day 14, with an unsubscribe option in each email. The sequence pauses if the recipient replies or unsubscribes, ensuring that you’re not over-communicating with uninterested prospects. With this template, you can: - Automate cold outreach without the need for manual follow-ups. - Track outreach progress and engagement. - Customize emails to reflect your brand’s voice and offerings. - Reduce manual work by automatically updating the status of email outreach. - Easily manage unsubscribes to maintain a compliant outreach process. 🔖Tip: Please replace the unsubscribe link in your email with the share link to the "Unsubscribe Form" you’ve created.

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