Project Retrospective Template

Project Retrospective Template

Create a project retrospective with Visor’s AI templates.

You can either input data right into Visor or import from apps like Jira. From there, you can let AI do the hard work for you. Generate a custom project retrospective board easily. Visor’s AI provides you with a few options.

Our Project Retrospective Template is powered by AI, allowing you to create a visualization in minutes. Choose a template and then prompt AI to create a view tailored to your specific needs.

To get started, just click the button below, follow the steps to create your free Visor account, and when prompted select “Use Smart Template.”

No credit card needed

example of project retrospective using visor's template and board view
Project Retrospective Template using Table view

How To Create a Project Retrospective with Visor’s AI Templates

  1. Create your free Visor account
  2. When asked, “What is this workbook for?” click “Use Smart Template.”
  3. Select “Other”
  4. Prompt AI with the categories you want for your project retrospective
  5. Import Jira or Asana data or input data using Visor custom fields
  6. Tweak your retrospective with filtering, formatting, and more
  7. Share with your stakeholders and team!

What Are “Smart” Project Retrospective Templates?

Using Visor’s AI Smart Templates, you can quickly create a project retrospective that suits your specific requirements and objectives.

Visor’s AI only needs a small amount of information to configure your visualization to conduct an agile project retrospective meeting. You can import data from apps like Jira and Asana, including Sprint fields.

The template creation complete screen in the Visor app. The screen details what the AI has done to configure the user's custom template.

Verified Visor Reviews:

“I was looking for a way to link Gantt charts to our Jira projects, but this allows me to do so much more.”

Nick B.,
Atlassian Reviewer

“5/5 – Visor is packed with features that are easy to use. It gives team members a clear view of the project timeline and their role in the project.”

G2

Nick B.,
Small Business Project Manager – G2 Review

“I’ve tried just about every roadmapping platform you can think of and Visor is the first one that allows me to roadmap at both the epic and story/issue level.”

Kemper R.,
Atlassian Reviewer

“Visor’s integrated Gantt chart feature empowers visual project planning, enabling us to track timelines, dependencies, and resource allocation. Five out of five stars!”

G2

Camilla B.,
Product Manager – G2 Review

“The integration with Jira allows for you to keep a central truth center, but still handle the many use cases teams have for roadmapping and backlog planning.”

Gabby C.,
Atlassian Reviewer

“Visor for JIRA enhances collaboration and project planning with its intuitive interface and integrated Gantt chart feature.”

Shruti P.,
Atlassian reviewer

Visor Project Retrospective Template – Key Benefits:

okr template using visor table view and jira data

Import data from Jira, Asana, and Other Apps for your Project Retrospective

Visor’s bi-directional integration with other apps ensures that your data stays accurate. You can also add custom fields in Visor that don’t live in other apps.

Use the Project Retrospective Template with One Project or Many

You can import multiple Jira or Asana projects to make a retrospective that shows data across multiple projects. Use our “Group By” feature to make swimlanes, allowing you to create helpful visualizations to do postmortems across various projects.

A project portfolio roadmap template created in the Visor app using its AI Smart Template technology.
The color formatting options panel in a template in Visor, using the AI Smart Template technology.

Customize Your Agile Gantt with Formatting, Filtering, Milestones, and More

Visor’s AI does the heavy lifting, but you still have full control. Add conditional formatting to color-code your project retrospective. You can also apply filters, allowing the right level of granularity. Add milestones as needed and other custom features.

Share Real-Time Agile Reports & Charts Easily

Keep your stakeholders updated at every step with agile reports and charts that stay in sync with apps like Jira. Share your visualizations easily using email invites or reusable sharing links.

The sharing options for a visualization created using an AI-powered template in Visor.

Use Visor’s Project Retrospective Template With Data From Your SaaS Apps

Connect Visor to popular SaaS apps or input your project data directly into Visor to create your project retrospective

Import nested Jira data (e.g., Epics, Stories/Tasks) in minutes. Visor maintains your data’s structure, allowing you to visualize project plans and push out edits.

Visor pays attention to the details, treating your data exactly as Salesforce does. Import and edit your data, including dropdown field selections and contact names.

Connect, visualize, and update Asana projects including sub-tasks and custom fields. Easily make bulk edits and connect with project data from other apps.


Project Retrospective Template FAQs

Can I use Visor’s Project Retrospective Template for free?

Free trial + free plan:

Our AI Smart Templates, which power our project retrospective templates, are available in our free trial and free plans.

In addition, our Table and Board views are the most popular views for project retrospectives. These views are both available in our 14-day free trial and our free plan (which you get after the trial ends if you don’t upgrade).

Here is a review of Visor’s Table view from Jira project management expert, Alex Ortiz.

Premium features:

Visor also offers other agile templates that use more premium views (e.g., agile roadmap templates and agile Gantt chart templates). These views, such as our Gantt chart view, are also included in our 14-day free trial. However, you’d need to upgrade to a paid plan to continue to update these views.

Does Visor Offer Other Agile Templates?

Because Visor’s most popular integration is with Jira, we have a lot of templates that help agile teams visualize Jira data for stakeholders and manage their Jira project portfolio.

You can peruse our Templates Library, where you will find templates that help with your agile project planning. Here are a few that you might helpful:

You can also find Visor in the Atlassian Marketplace.

We are especially popular for creating Jira Gantt charts, Jira spreadsheets, and Jira roadmaps that you can share with stakeholders.

What fields do I need to import or use for the Project Retrospective Template?

Unlike our Gantt and Timeline views (which are popular for roadmapping), you do not need to use date fields to create a project retrospective using our Board or Table views.

While you can import fields from Jira, we recommend Visor custom fields. When you update Visor’s custom fields (e.g., adding notes in our text field), other people will see the updates in real-time, making it easy to hold retrospective for distributed teams.

You can use dropdown and text fields to make your project retrospective in Visor:

  • Project retrospectives (e.g., “what went well?”, “ideas for future”) using a dropdown field
  • Notes to document retrospectives using a text field
  • Team or people reporting issue / idea using a dropdown field

Can I import my Sprint fields from apps like Jira and Asana for my project retrospective?

Yes, you can import sprint fields from apps like Jira and Asana into Visor.

You can even use these fields to add lanes in our Board view (and our Gantt view). You can also use these sprint fields to filter out work for a sprint retrospective.

If I have multiple projects in Jira or Asana, can I import them all when using Visor’s Project Retrospective Template?

Visor is a popular Jira portfolio app and project portfolio management software because we work so well with other apps. Here’s how you can import multiple projects into Visor.

For Jira users:

Use our JQL importer instead of our basic importer to get multiple projects into Visor. (Check out our JQL cheat sheet if you need help.)

For Asana users:

Our basic Asana importer makes it easy to bring in multiple projects while using our project retrospective template.

Non-Integrated users:

If you don’t have data to import for your project retrospective template, you can also manually input data using our custom fields.

Can I also set up my project retrospective manually?

If you have questions about what data Visor uses for its AI project management tooling and features, you can check out our Knowledge Base.

However, we understand that not everyone wants to use AI. Therefore, can also manually configure your project retrospective in Visor without AI. Visor is intuitive and easy to use — even if you don’t use our AI features. We’re also free to get started with!

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