GALLERY
Project & Development Templates
From planning to retrospectives, use ready-made boards and task structures built for how dev teams work. Whiteboard and kanban come as a set, so you can run them right in the meeting.
You will find starter boards for a first-time lead alongside the sprint and bug-tracking boards a dev team runs day to day. Pick by stage: building the plan, tracking progress, or running a retrospective and preventing repeat problems.
33 items
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.
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.
Requirements Gathering for Beginners: Interview the Requester and Agree on Scope
Junior engineers and in-house IT staff learning requirements gathering for the first time use this beginner template to interview the requester and agree on scope in one whiteboard. The whiteboard has 4 pages - page 1 asks about the purpose and current process, page 2 lists functional and non-functional requirements, page 3 sorts them with MoSCoW into today's scope, and page 4 confirms the agreement and schedule with the requester. The task board has 5 columns - to ask, sorting, awaiting confirmation, agreed, and done - with 4 parent tasks matching the 4 pages and 3 subtasks each. If you're unsure how to run a requirements interview, rewrite the "e.g." examples for your own request and work through the pages in order to turn missed questions into open items before fixing the scope. Keep company names and deal figures off the board you show the requester, and confirm contractual liability and estimates separately with your own team.
Room-by-Room Renovation Schedule for Beginners: Site Coordination Board
Site staff at a small renovation company use this beginner-friendly schedule template to plan each room's work steps and the decisions the homeowner must make. Across 4 pages, page 1 sets the scope per room, page 2 lists steps (demolition → base → interior → finish) and owner decisions, page 3 orders urgent decisions from survey to handover, and page 4 holds the schedule table and weekly review. The task board has 4 columns - not started, in progress, awaiting confirmation, done - with 4 parent tasks matching the 4 pages and 3 subtasks each, all starting not started with due date and owner blank. Follow the sample entries to build a schedule even with no experience; samples cover interior and finishing work like wallpaper and flooring, assuming a licensed contractor handles electrical, gas, and water work. It skips structural design, codes, estimates, and contracts. Meant for limited-visibility internal co-editing, sharing a homeowner-facing board with no address or price by URL.
Premortem for Beginners: Imagine the Plan Failed, List Reasons, Set Prevention Tasks
First-time leaders launching an event, a new service, or a new process use this beginner premortem template to imagine the plan failed before it starts, list every reason, and set prevention tasks. The four-page board covers the plan's name and goal, a silent five-minute reason dump, four reason clusters on a likelihood-times-pain matrix, and a prevention table with checkpoints. The task board has three columns - not started, in progress, confirmed - with four parent tasks matching the pages and three subtasks each, all starting not started. Everyone writes failure reasons silently, reads them aloud, sorts them, and agrees on preventions, making it easier to raise hard-to-voice worries. Psychologist Gary Klein popularized the method, which is not tied to any one country's system, and participants write at the same time with limited visibility. For safety- or medical-critical plans, this does not replace a formal risk assessment.
Office Relocation Board for Beginners: 6 Decision Branches, 6-Month Countdown by Department
Office staff put in charge of a relocation use this beginner template to plan the schedule and tasks from six months out to after the move. The whiteboard moves across 4 pages, setting the date, headcount, purpose, and people on page 1, branching what to decide into 6 areas on page 2, ranking the top 4 by importance and urgency on page 3, and placing them on a 6-step timeline from six months out to after the move on page 4. The task board has 4 columns - not decided, preparing, waiting on a vendor, and done - with 4 parent tasks matching the pages and 3 subtasks each, and each subtask points to its board frame. Rewrite the e.g. notes with your own details to catch early which steps take time, and page 3 lets you hand work to a vendor or department rep. Share the board with limited visibility to align packing dates, though it gives no legal advice on leases or filings.
Book Editing Workflow for Beginners: Requests, Proofs, and Print Submission in One Board
First-time book editors, and anyone handling a company history or self-published book, use this book editing workflow template for beginners to track chapters from manuscript to print on one board. The four-page whiteboard opens with key terms and book basics, maps the 5 stages and milestone dates, flags chapters at risk, and sets handoff rules and your schedule through submission. The task board has 4 columns - not started, in progress, waiting on reply, and done - with 4 parent tasks and 3 subtasks each (16 total), from the manuscript request to the final submission check. Even first-timers learn to build a schedule counted back from the publication date and spot delays early by filling in notes on proofs, sign-off, and submission. Share the chapter-status board with the author and designer using the public link. Do not put manuscript text or unannounced titles on the public board. This template does not cover copyright or publishing contract decisions.
Usability Testing for Beginners: Watch 5 Users, Log Where They Struggle, Plan Fixes
First-time testers of their own site or app use this beginner usability testing template to watch 5 people, find hard-to-use spots, and set a fix order. Page 1 sets what to test and drafts 3 tasks plus 5 participant conditions, page 2 records a 5-person observation log while they think aloud, page 3 groups the stumbles into 3 islands and picks the top 3 to fix, and page 4 plans fixes and owners, reviews the test process with KPT, and sets up a retest. The task board runs 5 columns from preparing through retest check, holding 4 parent tasks tied to the 4 pages and 3 subtasks each. Even if you have never run a usability test, following the board from page 1 and reading the e.g. examples gets you through one full round of testing and a fix plan. A small group of testers often stumbles at the same spot, so try it with 5 people first, then retest the same task after fixing it. Useful for a personal website, a small team's app, or reviewing an internal tool.
RACI Chart for Beginners | One Table for Who Does, Owns, Advises, and Is Informed
This beginner template helps team leads fill one RACI table with who's Responsible, Accountable, Consulted, and Informed for each task, so no one has to ask who's doing what. Across 4 pages, page 1 sets the purpose and maps who's involved by influence × interest, page 2 lines up the tasks and fills the table with R, A, C, I, page 3 checks the table for gaps and narrows the owner to one person, and page 4 shares the table and sets the next review date. The task board has 5 columns - not started, assigning, checking, in use, done - with 4 parent tasks and 3 subtasks each. A RACI table lists tasks in rows and people in columns, with exactly one A and at least one R per task; this example uses a website redesign, but the same steps fit any team task.
Issue List to Tasks Template for Beginners: List, Prioritize, and Turn Problems Into Tasks
The issue list to task board is a beginner-friendly template for listing team problems, setting priorities, and turning top issues into tasks with an owner and a deadline. The whiteboard has four pages - page 1 sets the scope and lists problems one sticky note at a time, page 2 groups and sorts them into an issue table with facts and causes, page 3 ranks the top four by importance and urgency, and page 4 turns them into tasks with an owner and a deadline. The task board has four columns - to do, in progress, needs review, and done - with four parent tasks matching the four pages, each with three subtasks, all starting in To Do. A common stumble with issue lists is that problems just sit on the page; this board turns each one into a one-line action with a completion condition so you can act right away. You set the owner and deadline yourself on the task board (on the free plan you can only assign tasks to yourself).
WBS for Beginners: Break Work into 3 Levels for a Complete Task List
WBS for Beginners walks first-time planners through turning a target deliverable into a three-level work breakdown - major, mid, and minor items - so nothing gets missed in the task list. The whiteboard holds a mind map of the deliverable split into major and mid items, a three-frame sizing guide, a five-step breakdown flow, a five-row WBS table, and a gap-check frame. The task board runs five columns - not split yet, splitting, awaiting estimate, under review, and confirmed - with 4 parent tasks and 12 subtasks, from deciding the deliverable to tabulating the table, all not started. The first question everyone hits is how far to split, and this board's guide is simple: split until one person can finish within a week and someone else can judge whether it's done. Setting the project's purpose and scope is covered by a separate starter template, so this one focuses only on the breakdown once scope is fixed.
Excel Task List to Board Migration for Beginners: Cut to 5 Columns, Swap Status for Card Moves
Teams whose Excel task list never gets updated and whose status columns keep multiplying use this beginner migration template to fix it with just 5 columns. The whiteboard holds a task table trimmed to 5 columns, 3 frames for columns to keep, turn into card moves, or drop, 5 steps for the migration, 3 frames for common Excel problems and fixes, and an update-rule frame - 9 frames in all. The task board has 5 columns - not started, choosing columns, migrating, checking, and in use - starting with 4 parent tasks (review the current sheet, prepare the new board, copy over tasks, and set update rules), each split into 3 subtasks, for 16 in total, all not started. If you are not sure how to move an Excel task list onto a board, just follow the 5 steps on the board one by one and you can be up and running the same day. This is not a Gantt-style layout built around dates, but a structure for anyone who wants a clear list and status at a glance.
How to Choose a Project Template
Project management templates differ by the stage of the project they support. Decide first whether you are building a plan, running the work, or reviewing it afterward, and the right board becomes easy to spot. Templates named "for Beginners" are built for first-timers.
Building the Plan
If you have just been handed your first project to lead, start with "Project Management for Beginners". It lays out a charter, a stakeholder map, a milestone table, and a four-quadrant risk grid, so goal, scope, schedule, team, and risks all live on one board. Once scope is set, "WBS for Beginners" breaks deliverables into three levels down to a full task list. To turn that into a schedule, "Gantt Chart for Beginners" gives you a task-by-week grid for start dates, end dates, and owners.
Tracking Tasks and Progress
If a spreadsheet stopped getting updated, a migration-focused starter board can help. Pick "Excel Gantt to Board Migration for Beginners" when the schedule matters most, or the migration board for task lists when you care more about the list and each item's status than about dates. When too much work is half-done, the kanban starter board helps you set a WIP limit that caps Doing at three cards. A weekly-check starter board is also there for teams whose Gantt chart keeps going stale.
Running a Dev Team
Joining a Scrum team for the first time? "Agile Development for Beginners" walks through the three roles, five events, and three artifacts across your first sprint. Teams already running iterations get a two-week cycle board built for ongoing use. To follow a bug from report to released fix, use the bug-tracking board; to track a release from store submission to launch announcement, use the app release checklist board.
Retrospectives and Prevention
On the last day of a sprint or cycle, reach for "KPT Retrospective Board". Start from last time's Try, surface what to Keep and what was a Problem, and narrow the next step down to one thing. To trace a recurring issue to its source, "5 Whys for Beginners" widens the field of candidates with a fishbone diagram, then asks why five times until you reach a root cause and a way to stop it recurring. A risk register that ranks issues by likelihood and impact is also available for planning ahead.
Frequently Asked Questions
Can I look at project management templates without signing up?
Yes, every template's contents are viewable on the public page without an account. Once you want to use one as your own project, free registration lets you copy it from the marketplace. You can compare a planning board against an execution board before deciding.
Can I move from an Excel Gantt chart to a board?
Yes, by copying your current spreadsheet's contents across by hand. "Excel Gantt to Board Migration for Beginners" includes five steps for moving task name, owner, start date, end date, and progress onto the board, plus a space to write your update rules going forward.
Should I use sprints or kanban to track progress?
Sprints suit teams that plan and review in fixed two-week blocks; kanban suits a continuous flow of work with no fixed cycle. "First Kanban Board for Beginners" gets you started with a three-card WIP limit and a weekly check for what's stuck.
Can these also handle bug tracking or a pre-release check?
Yes. "Bug Tracking Board" uses five columns — intake, repro check, in progress, in review, and released — and orders work by impact times frequency. "App Release Checklist" tracks the gates from store submission to launch announcement, splitting waiting-for-submission from in-review.