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.
49 items
5 Whys for Beginners: Ask Why Five Times to Find the Root Cause and Stop It Coming Back
This beginner-friendly 5 Whys template is for anyone handling root cause analysis for the first time, to follow the method step by step and land on a root cause and a preventive fix. The whiteboard uses two pages: on the left, a frame for the facts, the four steps of a session, a fishbone diagram covering people, method, machine and materials, and a six-row 5 Whys chain; on the right, good and bad whys, the root cause with its fix, and a four-by-four action plan. The task board has five columns - problem, digging into why, fix decided, in progress and effect checked - and starts with 4 parent tasks and 12 subtasks, all not started. Beginners usually get stuck by blaming carelessness and stopping there, so the board spreads the causes across four angles first and uses them as clues for the five whys. A worked example about a double-booked meeting room fills all six rows, and one review takes about 30 minutes.
Agile Development for Beginners: Scrum Roles, Events and Artifacts in Your First Sprint
Anyone new to agile development or joining their first Scrum team uses this beginner template to learn the 3 roles, 5 events and 3 artifacts and to run a first two-week sprint. The whiteboard lays out what agile development means, the 5 steps of a two-week sprint, three frames for the 3 roles, three frames for the 3 artifacts, a table of the 5 events, four MoSCoW columns that pick what fits this sprint, and a KPT retrospective. The task board has five columns - Product Backlog, Sprint Backlog, In development, Waiting for review and Done - and starts with 4 parent tasks and 12 subtasks, from learning the terms to review and retrospective, all not started. Join a team without knowing how Scrum works and the vocabulary leaves you behind, so follow this board from top to bottom for one sprint and you will also know what to say in the daily scrum. Unlike a board for teams already running sprints, this one is about the terms and the first cycle.
Weekly Task Triage for New Hires: From Taking Requests to Hitting Deadlines
A weekly task management template for first-year employees who take work from several seniors at once, covering how to take a request, how to prioritize, and how to hold every deadline. The whiteboard holds this week's ground rules and your measured capacity, a 5W1H check to run the moment a request arrives, an urgency-against-importance matrix (the Eisenhower matrix) for picking today's three, a log of estimates against actual hours, and a Friday KPT retrospective. The task board runs five columns - incoming, today, in progress, in review and done - and opens with five parent tasks, all unstarted, from standardizing intake and ranking work on Monday through checking in before the deadline and closing out the week. Task management stops being guesswork, checking in two days before a deadline turns into a habit, and you never again have to admit on the due date that the work is not done.
Mistake Recovery Playbook: The First 30 Minutes and Preventing a Repeat
The Mistake Recovery Playbook is a template for a first-year employee who made a serious mistake at work, covering the first response, the report to a manager, five whys analysis, and prevention. The whiteboard holds how to face a mistake, a five-step flow for the first 30 minutes, the five points every report needs with phrasing that avoids excuses, a five whys analysis, and a prevention log. The kanban runs from just happened to done in five columns, with five parent tasks and 13 subtasks already written and untouched - first response, separating fact from impact, reporting, finding the cause, and preventing a repeat. Because the words for the report and the next move are decided in advance, you start moving instead of hiding the mistake, and you end up with a safeguard that stops it happening twice.
Meeting Minutes and Reports: Documents People Read Within 30 Minutes
The meeting minutes template for a new hire who has just been handed the minutes and is learning how to write them, opened right before the note-taking starts and again at the pre-send check. The whiteboard holds a 5W1H frame for the report, a grid showing how minutes, status reports, daily notes, and incident write-ups differ, the 30 minutes right after a meeting, a pre-send checklist with house style rules, and a running log of the corrections you get back. The task board runs Draft, Shaping, In review, Shared, and Into the template - five columns holding five parent tasks and 13 subtasks that all start untouched, from taking notes to updating your own template. Move one document as one card and feed every correction back into the template, and you stop guessing what a report should contain while the corrections per document fall month by month.
Web Production Flow: A Five-Phase Template From Requirements to Launch
The producer running a website build opens this template at project kickoff. The whiteboard holds a five-phase timeline, a grid pairing each phase's deliverables with what the client reviews, and a matrix for sorting change requests. The task board is split into five parent tasks from requirements to launch, moving through internal review and client review before they are done. Use it when production is moving forward but replies and change requests keep piling up and the launch date stops feeling real. It suits a director searching for a website production management template or how to build a site production schedule, and anyone handed the lead on a project for the first time. Even when in-house staff and outside partners are mixed on the same team, this board lets everyone see which phase things are in at a glance. Start by writing the launch date, purpose, and your tie-breaking rule in What this site has to achieve. Share the overall flow in The five-phase timeline, then use Deliverables and client review by phase to decide what gets submitted at each stage and who approves it. Sort incoming change requests in How to handle change requests, splitting what gets fixed now from what waits for next time. Project by project, note where past work got stuck in Where things stall, and the way around. The task board runs Backlog, In Progress, Internal Review, Client Review, and Done. Finish Define requirements in the first week, and above all don't leave Set launch date blank. Client replies tend to stall once design work starts, so review in a standing meeting any card that has sat in Client Review for more than three days. Before launch, have more than one person run Test on devices, and don't hand off until Verify analytics is done.
Two-Week Sprint Board: Plan to Retrospective
For development teams running two-week iterations, opened on day one and used until the sprint closes. The whiteboard holds the sprint goal, team agreements, blockers, and daily notes, plus a map of the two-week flow and the four sprint events. The task board tracks work through code review and testing, and starts with four parent tasks - planning, daily rhythm, review, and retrospective - each with its own subtasks.
Project Risk Register: Score by Likelihood and Impact, Act Early
Opened by the project lead in the first week, then reopened at the monthly risk review. The whiteboard leads with a likelihood-by-impact matrix that sets priority, plus a mindmap of where risks come from, a table of the four responses - avoid, reduce, transfer, accept - and the rules that keep the register from going stale. The task board runs from Identified through Assessing, Responding and Monitoring to Closed, and starts with five parent tasks - identify, score, respond, monitor and review - each with its own subtasks. Use it when the project keeps hitting things nobody saw coming, or when a risk list got built once and nobody has looked at it since. It's for project leads searching for how to build a risk register template, and for anyone who needs a shared scale for scoring likelihood and impact. It suits projects with many stakeholders and real uncertainty, like system development, event ops, or a new business launch. In What This Register Is For, agree the purpose, how to write each entry in one line, and what not to log. Work through Where Risks Come From as a team, surfacing risks from scheduling to dependencies and legal exposure. Place what surfaces on the two axes in Likelihood x Impact to decide what to tackle first. Sort the top items into Four Ways to Respond, noting both the response and what to keep on record. Run it day to day using the rules in Keeping the Register Alive, moving cards through Identified, Assessing, Responding, Monitoring, Closed. In week one, finish List by category and Agree the scales, and your scoring won't drift once you start. Writing Define the triggers makes it easier to know when to act. Review monthly, not weekly — thirty minutes to scan everything and update only entries whose scores changed is enough to keep it alive.
Product Roadmap: Aligning on Now, Next, and Later
For whoever sets product priorities with the team, opened at the start of each quarter and again at every monthly review. The whiteboard holds a frame for the target state, a grid crossing Now / Next / Later with feature, platform, and experience work, a value-versus-cost grid, a mind map of what informs the calls, and the operating rules. The task board runs from an idea pool through Now, Next, and Later to shipped, and starts with four parent tasks - shaping it, locking the Now, tidying Next and Later, and keeping it current - each with its own subtasks.
OKR Operations Board — run one quarter of objectives and key results
Open this with your team at the start of a quarter, then come back to the same board in every weekly check-in. The whiteboard holds a framed statement of the Objective and its ground rules, a mindmap breaking the goal into KRs, a table pairing each KR with its baseline and the moves planned for each stretch of the quarter, a 2x2 for sorting candidate actions, and the operating cycle from kickoff to scoring. The task board walks through setting the Objective, narrowing to three KRs, filling in the board, running the weekly check-in, and closing the quarter with a mid-point review and final scoring.
KPT Retrospective Board: From Last Try to the Next One
For teams that close each cycle with a retrospective, opened shortly before the session and used live during it. The whiteboard holds a frame for how the last Try went, the Keep / Problem / Try frames, a grid for sorting problems by impact and control, a 60-minute agenda, and a frame for the Try you commit to. The task board runs from raw topics through running the Try to checking its impact, and starts with four parent tasks - prepare, collect, decide, follow through - each with its own subtasks.
Bug Tracking Board: From Intake and Repro Check to Released Fix
Opened by the development team the day a bug report lands, and kept in use until the fix ships. The whiteboard leads with an impact-by-frequency matrix that sets the order of work, plus triage ground rules, a repro-steps template with worked examples, the six stages from intake to release, and how to call it when a bug won't reproduce. The task board runs from Reported through Reproducing, Fixing and Verifying to Released, and starts with five parent tasks - intake, repro, fix, release and follow-up - each with its own subtasks.
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.