Waterfall

A phase-based Waterfall template for fixed-scope projects — move work through requirements, design, build, QA, release, and maintenance with clear gates.

About this template

This template implements a classic Waterfall delivery flow with sequential phases and clear expectations at each gate. It's ideal when requirements are stable, approvals matter, or changes are expensive.

Each phase includes guidance to align teams on deliverables like requirements specifications and technical design.

Documentation fields let you link your SRS and technical specs directly to the work — so phase gates don't rely on scattered docs.

What's inside

Columns included

Requirements gathering & analysisSystem designImplementation / DevelopmentTesting / QADeployment / ReleaseMaintenance & support

Task types

GreenBlueCobaltPinkOrange

Custom fields

SRSDesign document / Technical specificationOther

Key features

  • Sequential phases with clear deliverables
  • Strong fit for fixed-scope and regulated work
  • Built-in links for SRS + technical/design docs
  • Stakeholder approvals become explicit gates
  • Maintenance stage included

Who is this template for?

  • Fixed-scope projects
  • Regulated/compliance-heavy teams
  • Implementation and delivery teams
  • Projects with formal sign-offs
  • Teams needing phase-gate visibility

How to use this template

Use this board to manage phase-based delivery with explicit gates, supporting documentation, and predictable handoffs from one stage to the next.

Step 1

Define scope and design upfront

Start work in Requirements gathering & analysis and System design. Attach the SRS and Design document / Technical specification fields early so scope and technical decisions are tied to the same record before implementation begins.

Step 2

Move work through controlled phase gates

Only advance items into Implementation / Development, Testing / QA, and Deployment / Release when the current stage is complete. This keeps approvals and handoffs explicit instead of letting downstream teams work from partial inputs.

Step 3

Handle release follow-through and support

Use Maintenance & support for post-release fixes, operational follow-up, and any long-tail support work. If new scope appears, treat it as a new requirement rather than quietly injecting it into later phases.

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Frequently asked questions

What are the phases?

Requirements → System Design → Implementation → Testing/QA → Deployment/Release → Maintenance.

When should I use Waterfall vs Agile?

Use Waterfall when requirements are stable and sign-offs are required; use Agile when requirements evolve frequently.

What documentation is included?

Fields for SRS, technical/design specification, plus space for additional docs.

How do I handle change requests?

Treat them as new tasks in Requirements with explicit approval before they enter downstream phases.

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