Maintenance retainer monthly report
Show a website care plan client what was fixed, accepted and shipped this month, what is still open and what needs their input.
- Industry
- IT Services, MSPs and Dev Shops
- Team
- Client services, Operations
- Use case
- Project management
- Tags
- Client delivery
- Includes
- 1 app
Template preview
Included items
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Dashboards
App · 2 embedded blocks (progress-checklist, progress-roadmap) · Requires sign-in
Overview
What this template supports
A monthly care plan report from a development team that maintains a client's website. It shows care and launch checks and the work roadmap with blocks from the Dashboards app, then covers work by category, releases and work in progress, open risks with owners, proposed priorities for next month and a site health table. New features are scoped as separate changes, and an incident stays open until a successful retest.
- Monthly stats row
- Care and launch check and roadmap blocks from the Dashboards app
- Work by category table
- Releases and work-in-progress list
- Risk callouts with owner and target
- Proposed priorities checklist
- Site health table
How to use this template
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Run the care review
Check links, forms and accessibility and record what was found and fixed.
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Record builds and open work
List accepted builds with their test results and anything still open, with its owner.
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Keep risks open until retested
Close an incident only after a successful retest, and write Unavailable for any metric you cannot source.
Frequently asked questions
What does Maintenance retainer monthly report help me do?
Show a website care plan client what was fixed, accepted and shipped this month, what is still open and what needs their input.
What is included in this template?
It includes Monthly stats row, Care and launch check and roadmap blocks from the Dashboards app, Work by category table and Releases and work-in-progress list.
Who is this template designed for?
It is designed for Client services and Operations teams working in IT Services, MSPs and Dev Shops.
What should I review before using this template?
Check links, forms and accessibility and record what was found and fixed. List accepted builds with their test results and anything still open, with its owner.
Are new features part of the care plan?
No. The page keeps new features as separate changes so planned care work and its cost stay visible.
Can I add this template directly from the gallery?
The gallery provides previews and public links. Adding a copy directly to your workspace from the gallery is not available yet.