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Public Templates
Official and community project templates, ready to copy
230 items
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.
How to Make an Escape Game for Beginners: Design the Puzzle Chain, Test It, and Run the Day
Student clubs, neighborhood groups, and workplace teams new to making escape games use this template for beginners to design the puzzle chain in one flow and run the whole day as a team. The whiteboard has 4 pages: players, time, and venue; the 6-step puzzle flow and design table; playtest logs sorted by difficulty; and the day's schedule, roles, and troubleshooting. The task board has 3 columns - In Progress, Awaiting Playtest, Done - with 4 parent tasks for the 4 pages and 3 subtasks each, all starting in In Progress with due date and assignee left blank. Even without puzzle-design experience, rewriting the e.g. notes with your own event details walks you through everything from the story to the day-of answer reveal. Co-edit this board with your team using limited sharing, and publish a separate board without the answers as the public guide for participants. Venue safety isn't covered here, so follow your venue's own rules.
Press Release Writing for Beginners | 5W1H to Draft, Send, and Track Coverage
This beginner-friendly template helps a first-time PR contact at a small business or startup use 5W1H to find the story and write, send, and track their first press release. Across four boards, you use the 5W1H framework to pin down the news on the first page, draft the headline, lead, body, and company details on the second, shortlist outlets to contact on the third, and follow the distribution flow while logging interview prep and coverage on the fourth. The task board has four columns, preparing, draft under review, sent, and coverage confirmed, with four parent tasks matching the four boards, each split into three subtasks. It also walks you through what counts as news, what to put in the first 2-3 lines, and how to prepare for reporter questions before you publish.
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.
OODA Loop for Beginners: Observe, Orient, Decide, and Act Fast in the Field
Store managers and event leads whose day rarely goes to plan use this beginner-friendly OODA Loop template to run Observe-Orient-Decide-Act in one short lap and act on it right away. The 4-page whiteboard opens with the method and your own field in 3 lines, gathers today's changes into an observation log sorted into facts, voices, and guesses, weighs what they mean on a 4-quadrant grid to pick one next move, and turns that move into 4 action steps that feed results into observation again. The task board has 4 columns - observing, deciding, acting, and checking results - with 4 parent tasks matching the 4 pages and 3 subtasks each. OODA means watching, judging, picking one thing, and acting small without a perfect plan, then feeding results back in - a lap takes minutes to a day, so you act the same day instead of waiting for PDCA's slow fix. Teammates write into the same limited-visibility board, so your weekly log is ready to share with your manager.
Music Collaboration for Beginners: Assign Roles and Handoffs to Launch Day
This beginner template helps 3 to 6 people who met online, making their first original song and video, set roles and a handoff order through to launch day. Across 4 pages, page 1 aligns strengths, time, song vision, and launch date, page 2 breaks the song into 6 roles and checks for overload, page 3 sets the handoff order and data rules, and page 4 runs pre-launch checks, launch, and a retrospective. The task board has 4 columns - to do, in progress, awaiting handoff, and confirmed - with 4 parent tasks matching the pages and 3 subtasks each (16 total), all starting in to do with no assignee. The easiest thing to lose in a collab is whose turn is next - set the handoff order early, co-edit with distant members via limited sharing, and after launch showcase the making-of on a separate board. This template does not decide rights or revenue splits; it only covers writing down what you agreed.
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.
Logo Design Client Brief & Revision Board for Beginners
Freelance graphic designers and small studios who share the logo design process with clients use this beginner-friendly template to go from the client's words to delivery. Across 4 pages, page 1 notes the client's words and color preferences as given, page 2 broadens them into impressions and sketches drafts A to C, page 3 compares the drafts to pick one, and page 4 logs revisions and preps files for delivery. The task board has 5 columns - preparing, in production, client review, revising, delivered - with 4 parent tasks matching the 4 pages and 3 subtasks each, 16 total. Keeping the client's own words lets you return to their first request when comparing drafts or handling revisions. Show the board by URL for approval, and only embed it as a portfolio piece with permission. This template doesn't check trademarks, so confirm that with a specialist.
Logic Model Basics for Beginners: Inquiry Project Board From Inputs to Impact
This beginner-friendly logic-model template helps student research teams, student council or club groups, and their teacher pick a goal and follow it through to action and results. Across four pages you decide the change you want, map the inputs-to-impact chain, narrow activities to three with a check plan, then run and log them while revisiting the chain. The task board has four columns — Not started, In progress, Logging & review, and Reviewed — with four parent tasks matching the four pages, each split into three subtasks. A logic model links inputs, activities, outputs, outcomes, and impact in one chain, and working backward from impact makes it easier to write. Teams and teachers co-edit with limited sharing and can present the board as a PNG or public link; always check with your teacher before interviewing anyone or running a survey.
Library Display Planning for Beginners: Theme, Books, Shelf Talkers, Events, Decor & Review
This beginner template helps librarians and library committee members new to exhibit planning pick a monthly display's theme, books, shelf talkers, and events on one board. You then carry it through decorating and review. Across four pages, you write the aim and audience and set this month's theme, branch out into books, shelf talkers, and events, narrow the list and write the exhibit title and shelf talkers (blurb cards), then assign prep roles and log records during and after the display. The task board has four columns — Preparing, Decorated, On Display, and Reviewed — with one parent task per page and three subtasks each, all starting in Preparing. No exhibit-planning experience is needed — follow the examples, rewrite the notes, and co-edit with staff under limited sharing; embed the guide on your library's website. Keep book cover and interior images off any publicly shared board for copyright reasons, and start a fresh copy from this template for each new month.
How to Run a Language Exchange Meetup for Beginners: Table Topics, Signup to Recap
People running their first language exchange or international meetup at a community group, university, or cafe use this beginner-friendly template to plan the event from scratch. Page 1 sets the ground rules, goal, audience, date, languages, and budget; page 2 fills out language tables and topic ideas; page 3 picks topic cards by ease and excitement and sets day-of rules; page 4 plans the signup flow and roles, then logs what to improve next time. The task board has three columns - not started, in review, and done - with four parent tasks matching the four pages, each split into three subtasks for the venue, topic cards, recruiting, and the day plus retrospective. Every task starts blank for your team to split up. Edit the e.g. sticky notes to shape your event even if unsure how. The board stays private for co-editing; guides for participants are a separate public board per language. Keep names and contacts off the board, and send visa questions to the right support desk.