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Public Templates
Official and community project templates, ready to copy
230 items
Webinar Hosting for Beginners: Before, Day-Of, and After in One Board
This beginner template is for marketing staff hosting their first webinar, splitting prep into before the announcement, the live day, and after, through to attendee follow-up. Page 1 sets the topic and targets; page 2 lists all the before/day-of/after prep; page 3 locks and rehearses the run-of-show; page 4 reviews the numbers with KPT and plans follow-up. The task board has four columns - Prepping, Rehearsed, Delivered, and Followed up - with four parent tasks matching the four pages, each holding three subtasks. Even first-timers can fill it in top to bottom with the examples, from publishing the announcement page to the thank-you email. Share it with speakers and sales as a private link, and reuse the same template for every webinar. Keep attendee names and contacts off the board - handle those in your signup form or streaming tool.
Walking Tour Guide Route Board for Beginners | Plan Highlights, Scout, and Guide the Day
First-time volunteer guides and local history clubs use this walking tour guide route board for beginners to plan the theme, highlights, scouting, talking points, and the day with fellow guides. The whiteboard's four pages set the theme and guest expectations, mind-map and arrange four highlights into a route, sort talking points into guide notes, and plan the scouting trip, roles, and the day. The task board has three columns - Prepping, Scouted, and Done - with four parent tasks in the same order as the four pages and three subtasks each, all starting in the first column. The easiest trap is packing in too many highlights until time runs short, so this board checks your route against a benchmark like 90 minutes within 3 km before you trim what you'll say. Flag any unverified story as [verify] and confirm it at a museum first. Guides co-edit with limited sharing, hand participants the route page via a public link, and reuse the same template next month.
User Story Mapping for Beginners: Order Actions, Draw the Release Line, Build a Backlog
Solo developers and small teams whose feature lists keep growing use this user story mapping template for beginners to order actions left to right and lock in what ships first. Page 1 sets the user and pain point, page 2 lines up actions as activities, tasks, and stories, page 3 sorts them into release 1, release 2, or later, and page 4 copies release 1 into a backlog table. The task board has three columns - not started, in progress, and done - with four parent tasks matching the four pages and three subtasks each, all starting in not started. First-timers can rewrite the household-budget-app example for their own product to practice writing stories, cutting the release line, and building a backlog. Each story is one line - "As a ___, I want to ___, because ___" - sized with story points, co-edited with planners and designers in limited-visibility sharing, and shared with collaborators via a public URL once done.
Tutoring School New Course Planning for Beginners: From Student Needs to Opening
Owners of small tutoring schools, language schools, and hobby classes use this beginner new course planning template to set the session count and each session's aim from student struggles. Across four pages, you gather student struggles and classroom conditions, mind-map the course content and compare three drafts, sort the drafts into adopt, adjust and adopt, or hold while setting each session's aim, and write the trial-to-opening flow and preparations. The task board has three columns - preparing, recruiting, and open - with four parent tasks in page order and three subtasks each. Rewrite the example notes in your own words even with no course-building experience, aim for sessions one to five in the form "can do ~," and never promise higher grades or passing an exam.
How to Write a TRPG Scenario for Beginners: Your First GM Board for Case, Clues, and Scenes
First-time TRPG GMs use this beginner template to learn scenario writing step by step, working out the case, clues, and scenes on the board through to session-day prep. Page 1 sets up the table; page 2 branches the case into setting and NPCs to fix the truth; page 3 links five clue steps from intro to truth with scenes and lifelines; page 4 arranges the day's timeline, handouts, and co-GM prep split. The task board has four columns - To Prepare, Preparing, Co-GM Check, Ready - with four parent tasks matching the four pages and three subtasks each, sixteen total. Even first-time GMs can keep a session moving by placing three clues that work back from the truth and prepping lifelines for stuck moments. Share the board with your co-GM at limited access, and copy only the spoiler-free intro to a separate public board for players. The format is rule-agnostic, so use it with any system you already play. Don't copy text from a published rulebook onto the board.
Localization Prep Board for Beginners | Glossary, Style Rules, Review Criteria First, Then Launch
First-time localization coordinators and agency project managers use this template to set glossary, style, and review rules before translating, then move every language through review to launch. Across four pages, page 1 lists what to translate, the languages, and launch dates; page 2 sets glossary and style rules and logs terms; page 3 picks which materials need the heaviest native review by reach and risk; page 4 tracks each language to launch. The task board has five columns - preparing, translating, reviewing, fixing, published - with four parent tasks (listing materials, setting terms, narrowing review criteria, advancing each language), three subtasks each. The three localization basics: finalize the source first, settle glossary terms before translating, and reserve native review for high-impact materials. Share the board with outside translators by URL; the interface runs in 12 languages, but your content stays in the language you wrote it in.
How to Host a Meetup & Lightning Talk Event for Beginners: Timetable, Recruiting, Day-Of, and Retro
First-timers hosting a tech meetup or lightning talk night for an outside community use this beginner host board to run the whole event. Page 1 sets the topic, audience, scale, and venue and widens LT topic ideas; page 2 builds the timetable and speaker slots; page 3 locks in promo channels, the speaker call, and attendee guidance; page 4 sets the day-of roles and flow, then wraps with a KPT retro. The task board has 3 columns - not started, awaiting check, and done - with 4 parent tasks in page order, each with 3 subtasks, all starting unassigned with no due date, so split them among your team first. Working through the pages in order takes you from recruiting speakers to promotion, running the day, and the retro, even your first time. Co-edit under limited sharing; a standalone public copy of the timetable can be embedded on your announcement page. Handle sign-ups through your usual service and note just the headcount here.
Stakeholder Map for Beginners: Sort by Influence x Interest, Plan Your Outreach as Tasks
Organizers of a community event or a new workplace project use this stakeholder map for beginners to sort each person by influence and interest, then plan how and when to reach out. Across four pages, you write the goal and timing and list stakeholders by role, place them on an influence-by-interest grid with reasons and feelings, pick what and how often to tell each quadrant, and fill in a contact plan for five people through to reviewing responses. The task board has four columns - prep, contacted, awaiting response, and done - with one parent task per page and three subtasks each. List everyone by role first, then reach high-influence, high-interest people before anyone else. The example plans a park summer festival, and using roles instead of names keeps it safe to share with your team.
SCAMPER Method for Beginners: 7 Questions to Improve What You Have, Then Prototype It
This SCAMPER method template for beginners helps you apply 7 questions to something you already have, like a handmade item or a weekly task, to generate improvement ideas and prototype one to test. Across 4 pages, page 1 breaks the item into materials, steps, tools, and delivery and locks what can't change; page 2 answers the 7 questions (Substitute, Combine, Adapt, Modify, Put to other uses, Eliminate, Reverse) and plots ideas on an impact x ease matrix; page 3 compares 4 finalists and narrows to one to try; page 4 prototypes it, has 3 people try it, and decides whether to keep it. The task board has 4 columns - preparing, prototyping, testing, adopted - with 4 parent tasks matching the 4 pages and 3 subtasks each, all starting in preparing. If you're stuck, pick one item and answer each question in turn. Share the board's public URL to gather feedback before deciding which idea to try.
Salon Assistant Training Curriculum for Beginners: Skill Check-off Board
This beginner template helps salon training leads and managers run a hair stylist assistant's training curriculum by skill and stage, with weekly pass checks. The four whiteboard pages set the training goal in a GROW interview, lay out the four skills' stages and pass criteria in a table, pick this week's practice and assign it Monday through Friday, and log results in a five-week record sheet, repeating weekly until every skill passes. The task board has three columns - practicing, awaiting check, and passed - with four parent tasks matching the four pages, each holding three subtasks. Start by filling in the skill-and-stage table and deciding who watches this week's practice, and the path to qualifying as a stylist becomes clear. Recreate the board from this template for each assistant and share it with training leads and managers using limited visibility. Follow your salon's training lead and the manufacturer's instructions for chemicals and treatment steps.
Retail Shelf Reset Board for Beginners: Plan Zone Displays for Entrance, Aisle, and Checkout
First-time store managers and staff planning a seasonal shelf reset use this beginner template to set what to display in the entrance, aisle, and checkout zones and carry it through to reset day. Page 1 observes the current floor and sets the season theme, page 2 brainstorms zone displays, page 3 picks which displays to run, and page 4 runs the reset and reviews sales. The task board has three columns - prepping, reset done, and reviewed - with four parent tasks matching the four pages, each holding three subtasks. The board also explains Visual Merchandising (VMD)'s three placement spots with examples, so first-timers can map them onto their own store. Share the finished layout with staff via the board's limited sharing, and reuse this same template each new season. Check your own region's pricing-display rules yourself; this board is not for inventory or ordering management.
New Menu Development for Beginners: Restaurant Trial Batch Cost Board | Taste, Cost & Prep Time
Cafe and diner owners piloting a new seasonal dish use this beginner-friendly new menu development template to compare taste, cost, and prep time each trial until they're ready to launch. Across four pages, page one sets the dish brief and brainstorms with SCAMPER's seven prompts, page two logs each trial and tasting feedback, page three compares candidates by satisfaction and effort while checking cost against price, and page four writes the prep checklist and cooking steps to share with staff. The task board has three columns - Testing, Tasting & Adjusting, and On the Menu - with four parent tasks matching the four pages, each holding three subtasks. If unsure where to start, center your current best-seller and answer the SCAMPER prompts one at a time; cost is the sum of what each ingredient costs per serving. Check ingredients and allergen labeling against local food-safety rules, as the page-four subtasks instruct.