GALLERY
Team & People Templates
From launching a new team to day-to-day operations, discussions and role assignments happen right on the board.
There are templates for both sides of joining a team: the manager welcoming someone new, and the person who just started. Running 1:1s and meetings, managing hiring and shifts, or getting AI use started at work — pick by your role and what you're stuck on right now.
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Job Handover Checklist: Inventory to Working Solo
For the person leaving a role and the person taking it over, opened on day one of the handover and used until it closes. The whiteboard holds the goal and exit criteria, a frequency-versus-key-person matrix for deciding what to transfer first, a grid of the material each type of work needs, and the five steps from inventory to working solo. The task board moves work from inventory through documentation, review and shadowing, and starts with four parent tasks - map the work, write it down, work side by side, and hand over - each with its own subtasks. Use it when the handover period is fixed but neither person knows where to start, and it ends up as a verbal briefing with nothing written down. It suits the person leaving and the person taking over searching for a job handover checklist or how to write a handover document, and the manager overseeing someone's transfer. Start with 1. What This Handover Has to Achieve to decide what "done" looks like and by when. Place each task in 2. What to Transfer First (frequency x key-person risk) to set the order, then fill in the manuals using 3. Type of Work x Material Needed (blanks are still to write). Follow 4. Five Steps per Task (run them one task at a time), and close gaps with 5. Every Doc Must Say, 6. What Gets Left Behind, and 7. Where the Successor Got Stuck. The board runs Inventory, Documenting, In Review, Shadowing, and Done. Spend the first week on List every task, and leave the fine detail for later. From week two, work through Document the routine on the highest-priority items first, and spend real time on Capture judgment so the successor isn't left guessing. By month's end, actually run Let them run it solo, then feed the questions that come up back into the documentation before closing it out.
Hiring Pipeline Tracker: Screening to Offer
For recruiters and interviewers, opened the day a role goes live and used until the seat is filled. The whiteboard maps what happens at each stage, compares candidates on the same scored axes, sorts them into four quadrants by skill fit and interest, and fixes the rules for response times and rejection notes. The task board moves work from to do through scheduling and decisions, and starts with five parent tasks - defining the role, sourcing, running the process, assessing, and offering - each with its own subtasks.
Employee Onboarding: A 30-60-90 Day Plan
For the hiring manager and the mentor, opened about a week before the new hire starts and kept open for the first three months. The whiteboard holds the goal you agree on up front, a day-by-day map of week one, a 30-60-90 grid across knowledge, people, and results, and the questions to ask at each check-in. The task board runs from not started through to done, and starts with five parent tasks - pre-boarding, week one, day 30, day 60, and day 90 - each with its own subtasks.
How to Choose a Team or HR Template
Team and HR templates are easiest to pick by who uses them. A manager, a recruiter, someone building shift schedules, and someone rolling out AI at work each need a different board. The sections below mostly cover people leading a team; boards for someone who just joined show up in the FAQ.
Welcoming Someone and Handing Off Work
Managers and mentors bringing on a new hire can use "Employee Onboarding", which sets the day-by-day plan for week one and what to cover in the 30-, 60-, and 90-day check-ins ahead of time. Whoever is leaving a role and whoever is taking it over can use "Job Handover Checklist", which orders tasks by frequency and how much only one person knows, and tracks five columns from writing procedure docs through the successor working solo.
Running 1:1s and Meetings
A manager starting biweekly or monthly check-ins can use "1:1 Meeting Toolkit" to set the purpose, ground rules, a 30-minute structure, and how to sort discussion topics before the first session. Someone newly running the agenda and notes for online meetings can follow "Online Meeting Manners and Flow" from five minutes before the start to 30 minutes after the end, including sending the notes out the same day. Whoever is organizing a team event can use "Team Building Workshop", which includes a 90-minute run of show and a shared-understanding worksheet.
Managing Hiring and Shifts
Recruiters and interviewers can use "Hiring Pipeline Tracker", which lists what to do at each screening stage alongside a criteria-by-candidate table so everyone is judged on the same scale. Whoever builds the schedule for a shift-based team can use "Shift Scheduling Board", setting required headcount by day and time slot before moving through five monthly steps: collect requests, draft, adjust, finalize, and record.
Getting Started with AI at Work
A workplace with no rules yet for generative AI can start with "AI Usage Rules Board for Beginners", which fits allowed tasks, data you must never enter, a check-before-you-send step, and who to ask onto a single page. Whoever wants to give coworkers actual hands-on time can use "AI Hands-On Session Planning Board for Beginners", which structures a 30-minute session in five steps and prepares answers to common objections.
Frequently Asked Questions
How do templates for new hires differ from ones for the people welcoming them?
They're built for different roles. "Employee Onboarding" is used by the manager and mentor on the receiving end, starting before the new hire's first day. Someone who just joined and wants a board of their own can use "Workplace People Map" instead, to sort out who to ask about what.
Where do I start writing a handover document?
Start by defining what "done" looks like for the handover. "Job Handover Checklist" then has you rank tasks by frequency and how much only you know, write procedure docs for the highest-priority ones first, and finish once the successor has run the task solo and any questions have been folded back into the docs.
What should I prepare first for a team-building workshop?
Start by writing the session's goal in one sentence. "Team Building Workshop" then has you plot activity ideas on two axes — how much prep they need and how much they build connection — and narrow it down to one or two. Booking a venue and supplies goes more smoothly once the goal is locked in.
Can I view the 1:1 and handover templates without signing up?
Yes. Field names, columns, and task order for the 1:1 and handover boards are all viewable on the public page without an account, so you can compare before choosing. To fill one in for your own use, register for free and copy it from the marketplace.