GALLERY
Public Templates
Official and community project templates, ready to copy
230 items
Decision Matrix: Compare Options with Weighted Scoring
For a team stuck comparing options, opened before the decision meeting and used until the call is made. The whiteboard holds a frame for the question and the scoring rules, a weighted matrix of options against criteria, a flow of the five steps that lead to the call, a quadrant for what to do when scores are close, and a frame for what to record afterward. The task board moves work from open questions through research and scoring into decided and handed off, and starts with four parent tasks - framing, setting criteria, scoring, and recording the call - each with its own subtasks. Use it when you've held meeting after meeting over the same three options with no decision, or when the loudest voice keeps winning. It's for anyone looking for how to build a decision matrix or run weighted scoring, and anyone who needs a documented case before final approval. It suits choices with roughly three options, like picking a tool, choosing in-house or outsourced, or ranking priorities. In What Are We Deciding, settle the question, scoring rules, and the cost of not deciding. In the Weighted Scoring Matrix, put options in rows and criteria in columns, and write each score with its reasoning. Work The Five Steps to a Decision in order; when scores end up close, use When the Scores Are Close to pick more research or a small trial. Once decided, record the decision, trigger, and any dissent in What to Record Once You've Decided. The board runs Open Questions, Gathering Info, Scoring, Decided, Handed Off. In week one, finish Pick four criteria and Split 10 weight pts, locking weights before anyone scores. Have each person score alone first, then discuss only where scores diverge most. A month later, revisit the date in Set a review trigger and reopen if that condition has been met.
Customer Journey Map: See the Experience, Find What to Fix
For the team improving a service, opened when you need to find where the experience breaks down. The centre of the whiteboard is a grid of five stages, from awareness to growing use, crossed with actions, feelings, touchpoints, and fix ideas; around it sit a frame for the persona and scope, a quadrant for ranking fixes by impact and effort, and a frame for the evidence behind each cell. The task board runs from research to mapping to choosing fixes, and starts with four parent tasks - scoping, gathering input, filling the map, and acting on the gaps - each with its own subtasks.
Creator Annual Plan: A Year Built Backward from Your Showcases
Open this at the start of a year, or whenever a quarter turns, to lay out twelve months of making on one board. The whiteboard holds this year's theme and commitments, a quarter-by-quarter grid of making, showing and learning, a mindmap of places to show the work, the monthly rhythm and what usually stalls it, and space for a quarterly review. The task board has four parents - the year's theme, showing opportunities, quarterly making, and sharing and learning - each with three child tasks sitting at Not started.
15-Week Course Syllabus: Outcomes to Grading
For an instructor building a course, opened before the term starts and kept open until week 15 is over. The whiteboard holds a frame for learning outcomes and grading, a 15-week plan laid out as aim / class content / assignment, the shape of a single 90-minute session, and frames for ground rules and the weeks students tend to struggle. The task board starts with five parent tasks - syllabus design, materials, assignments, the weekly routine, and the end-of-term review - and their subtasks, all sitting untouched. It suits instructors searching for how to write a syllabus or a 15-week course plan template. It fits a course where outcomes and grading get fuzzy as the weeks go by, where each week's prep ends up crammed into the night before, or where you cannot remember by term's end what needs fixing. A university lecture course and a run of corporate training sessions can both be built the same way. Fill the board from the top. Line up your goals and point weights in "1. Outcomes and Grading", then write the table in "2. The 15-Week Plan" starting from week one. Fix the weekly flow in "3. The Shape of a 90-Minute Class" so every session runs the same way, and keep your operating notes in "4. Ground Rules for the Course", "5. Weeks That Trip People Up", and "6. Notes After Class". Close out the term in "7. End-of-Term Review and Handover to Next Year", and move cards across To Prepare, Building Materials, Ready to Teach, Taught, and Reviewed. In week one, finish "Write 3 outcomes" and "Set grading weights" first, and the materials you build afterward come together faster. In month one, finish "Build week 1 slides" to lock down handouts, then repeat the process weekly. Keep "Note what to fix" to one note written the same day - that habit is what makes it stick.
Content Production Pipeline for Video and Blog — plan, produce, publish, and review on one board
An editor opens this template at the Monday content meeting. The whiteboard holds this quarter's goals, a four-quadrant grid for picking topics, the five-stage flow from planning to review, a piece-by-stage progress grid, and pre-publish checklists. The task board is split into four parent tasks — planning, research, production, and publishing — with child tasks like keyword research and script writing all sitting untouched at the start.
Monthly Content Calendar: From Idea to Published
For marketers publishing to a regular schedule across blog, email and social, opened when the month is planned and used until it closes. The whiteboard holds this month's theme and targets, a week-by-channel publishing plan, the steps every piece goes through, a quadrant for ranking ideas, and a pre-publish check with a wrap-up. The task board runs from idea to published across five columns, and starts with four parent tasks - direction, ideas, production, and publishing - each with its own subtasks.
Competitor Analysis Matrix (Comparison & Positioning)
Open this template with marketing and sales before you scope a new feature or refresh the sales deck. The whiteboard holds a frame for choosing rivals and criteria, a comparison table of you, Rival A and Rival B across price, features and customer base, a positioning map of price against feature breadth, a mind map of differentiation candidates, and a frame with the update rules. The task board carries four parent tasks with three children each: choose competitors, gather source data, fill the table, and decide how to win. Use it when everyone talks about competitors but nobody agrees on their pricing or features, and the comparison table never gets updated. It fits a planner searching for how to do a competitive analysis or a comparison table template, and a salesperson rebuilding a pitch deck. Even someone handed competitor research for the first time can see exactly what to look up. Start by writing your target rivals and criteria in Who we compare against and What we compare on, and skim Common mistakes before you research. Fill Comparison table (worked example) row by row, keeping price, features and customer base at the same detail level. Then place all three companies in Positioning (place all three players), and widen your angles in Map the differentiation candidates. Close by leaving the next review date and owner in What we decide next. The board runs To Do, Research, Analysis, and Shared, moving each finished item right. Aim to finish Gather source data in week one; it's realistic to fill most of the table from public information alone. Capping a task at a number, like Read 10 reviews, keeps research from dragging on. A month later, meet on the date set in Set a refresh date and check whether pricing or features have changed, so the table doesn't go stale.
Coding Study Roadmap: From Copy-Along to Your Own Published App
Open this template on the day you start teaching yourself to code, and again at your weekly review. The whiteboard holds a mindmap of what to study, a five-step flow from copy-along to launch, a quadrant for picking your next exercise, and a grid of what to do at each stage. The task board groups the work into setup, syntax, modifying sample code, building your own app, and shipping it, with concrete sub-tasks under each. This fits the specific self-taught stall of having read the material yet still not being able to write the code yourself. It's for working adults and students searching for how to build a programming study roadmap or how to copy-code effectively on their own. Open it when you keep losing time without deciding what to work on next. Work the board top to bottom. Start with Goals and study rules and write down where you want to be in three months and how much study time you have, then use What to study to decide what's out of scope this round too. Let Five steps from copy-along to launch guide your pace, and whenever stuck, use Choosing what to work on next to pick exactly one thing for today. What to do at each stage lays out the input and output expected of copying, modifying, and building your own, so check it against your progress at the weekly review. The task board runs Backlog, Learning, Building, Reflecting, and Done, and cards only move right once you've actually written code. In week one, stick to Write your one goal and Pick one main course, and resist adding a second textbook. By the end of month one, getting through Solve 10 mini drills is enough - flag any line you don't understand and carry it to next week. Hands tend to freeze right after Build your own app, so decide up front it's fine to look back at code you copied earlier.
Campaign Planning Workbook — design goals, KPIs, and channel tactics on one board
A marketing lead opens this on the kickoff day of a new quarterly campaign. The whiteboard stacks a goal-and-KPI frame, an awareness-to-action journey, a channel-by-tactic grid, a priority matrix, and the working rules. The task board is split into five parent tasks — goals, audience, channels, creative, and measurement — and every task starts as Not started once you copy the template. This fits the moment when tactic ideas keep coming but production starts before the goal and KPIs are actually set. It's for marketers searching for how to design a campaign, how to build a KPI tree, or a marketing plan template, and it also works well for getting everyone aligned at kickoff. Fill the board top to bottom. Start with Goal and KPIs and lock in your objective, primary KPI, budget, timeline, and constraints. Then write out the path in Awareness to action journey, and use Channel x tactic to assign roles across paid media, owned media, and email or social. Which tactics come first sets what you'll start this week, and once you've written your check-in cadence and wrap-up review into Working rules and definition of done, the design work is essentially done. The task board runs Not started, Designing, Producing, In review, and Done, so cards move into production as soon as their design is locked. In the first week, focus on Quantify the target and Build the KPI tree, and hold off on production until the numbers are locked - that cuts down on rework later. Within the first month, finish Add tracking tags so you can update the numbers every week. If a task hasn't moved in two days, don't sit on it - bring it to the regular check-in and decide on the spot whether to reassign it or narrow its scope, so nothing stalls.
Business Plan Roadmap: Three Years Broken into Quarters
For founders and business leads, opened at the start of a fiscal year or ahead of a funding round to turn a three-year picture into work that can start this quarter. The whiteboard holds the three-year goal and its assumptions, the steps for breaking years into quarters, a year-by-lane roadmap grid, a matrix for choosing what to do first, and the rules that keep the plan alive. The task board runs from ideas through this quarter's execution to review in five columns, starting with five parent tasks - the goal, today's numbers, yearly targets, this quarter, and the review rhythm - 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.
B2B Sales Pipeline: Stage Tracking and Loss Analysis
For sales reps and their manager, opened at every weekly pipeline review. The whiteboard holds this quarter's target, the exit criteria for each deal stage, a win-odds by deal-size matrix, and four frames for sorting why deals were lost. The task board runs from lead to won or lost, and starts with four parent tasks - pipeline hygiene, moving deals, loss analysis, and the weekly review - each with its own subtasks. It is built for reps and sales managers looking for a sales pipeline template or how to run a deal tracker. It fits teams where every deal lives in someone's head and gets re-explained at each meeting, where loss analysis stops at "the price was too high" so proposals never improve, or where nobody can say with confidence what will close by month end. A small team and a solo rep still starting out can both run it the same way. Work through the board in order. Align on the target and assumptions in "1. This Quarter's Target and Ground Rules", then set the exit criteria that mark a deal done at each stage in "2. Deal Stages". Place deals in "3. Win Odds vs Deal Size" to choose which ones to move this week, and sort lost deals across the four frames from "4a. Lost on price or budget" to "4d. Timing and competition". Keep the weekly rhythm in "5. The Weekly Review", and move cards across Leads, First Meeting, Proposal, Negotiation, Won, and Lost. In the first week, focus on "Define the stages" and "Clean up open deals" so every deal you are already carrying gets onto the board. From the first month on, fix a day and time with "Book the review slot", and start each week with "List stalled deals" so decisions stop lagging. Do not just close a lost deal - finish "Tag loss reasons" first, so it feeds back into the next pitch.