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Public Templates
Official and community project templates, ready to copy
330 items
Business Email Dojo: Draft, Revise, and Bank Reusable Wording in 30 Days
The Business Email Dojo template shows a first-year professional how to write a business email fast, with subject lines, openings, and closings ready for the four situations that come up most. The whiteboard holds a 5W1H diagram (What, Why, Who, When, Where, How) for settling the ask, four steps from draft to send, a table of subject lines and openings by situation, a check on recipients and attachments, and a growing bank of wording and feedback. The task board runs five columns, from Drafting through Applying a format, Revising and checking, and Sent to Template bank, and starts with five parent tasks not yet begun - taking stock, building formats, checking before you send, following up, and banking what worked. After thirty days you never start from a blank page, and the email that ate thirty minutes goes out in five - paste a banked line, adjust, send.
Hosting Your First Team Dinner: Venue, the Night Itself, and the Follow-Up
The Team Dinner Host template takes a first-time host of a work dinner or farewell party from choosing a restaurant to running the night, splitting the bill, and sending thanks the next morning. The whiteboard holds a 5W1H frame for the shape of the evening, a comparison grid that rates venues on location, cost per head, private space, and dietary needs, a three-part guide to the arrival, the meal, and the close, and a countdown that works backward from booking to thank-yous. The task board runs across five columns, from shortlist to records, and starts with 5 parent tasks and 13 subtasks, all not started, covering the goal, the venue, the booking, the night itself, and the expenses. Every prep item sits on a dated card so nothing slips on the night, and the venue notes, the tipping and bill-splitting calls, and the retro stay behind for whoever hosts next.
Business Chat Etiquette: Your Own Rules for Replies, Mentions, and Channels
New hires who freeze before hitting send in Slack or Teams use the business chat etiquette template to set their own rules for reply times, mentions, and when to call instead of chat. The whiteboard holds the team chat rules, a matrix that picks the channel by urgency and audience size, opening lines for requests, questions, updates, and nudges, a pre-send check, and a KPT retrospective. The task board has four columns - stuck moments, drafting a rule, trying it out, and locked in - and starts with 5 parent tasks and 13 subtasks, from the audit through the two-week review, all not started. Turning one hesitation into one rule at a time means that after two weeks you decide chat or call in three seconds and stop losing minutes in front of the send button.
Contact Exchange and Network Log: Turning New Contacts into Real Relationships
Business card etiquette, the thank-you email, and networking follow-up on one board - the Contact Exchange and Network Log template for juniors who collect cards but never build relationships. The whiteboard holds a policy frame for who to connect with and why, a 5W1H map for capturing what was said the same day, a network log of names, context, and next actions, a two-axis matrix that ranks follow-ups by depth of relationship against closeness to the work, and two etiquette checklists for offering and receiving, including the Japanese practice of using both hands. The task board runs five columns from Just exchanged to Parked, and ships with five parent tasks and twelve subtasks, all unstarted - rehearsing the intro, logging within 24 hours, sending the thank-you by the next business morning, sorting contacts into four tiers, and reviewing the log twice a year. Because one person is one card you can move, follow-up stops depending on memory and a pile of business cards becomes a list of people you can still reach six months later.
Work Concept Sheet: Lock In Your World and Tone
For anyone starting a creative work - a story, a film, an illustration series, an album - opened at the very beginning of the project and revisited whenever a judgment call gets hard. The whiteboard holds the core idea and intended audience, a mindmap that breaks the world into parts, a grid of decisions, references, and no-gos for each element, a frame that pins the tone down to three words, and a map of the order to settle things in. The task board runs from ideas to locked in four columns, and starts with four parent tasks - concept, world, tone, and guardrails - each with its own subtasks.
Wedding Prep Board — plan the year ahead together, from booking to the big day
Open this board with your partner before your monthly planning talk, from about a year out. The whiteboard holds your goal and budget ground rules, a twelve-months-to-day-of timeline, and a grid of cost, decisions, and owner for every part of the day. The task board starts with four parent tasks — aligning, booking the venue, ordering, and the final stretch — plus twelve subtasks under them, all sitting in Not started.
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.
Trip Planner Board: From Picking a Destination to the Final Itinerary
For anyone planning a trip, opened while the destination is still undecided and used right through departure day. The whiteboard holds the trip goal and what is already settled, a day-by-day grid split into morning, afternoon, and evening, a per-person budget, a packing list, and the run-up schedule. The task board moves plans from idea to booked to the final pre-departure check, and starts with five parent tasks - destination, bookings, itinerary, money, and packing - each with its own subtasks. If you searched for a trip itinerary template or how to plan a trip day by day and froze in front of a blank grid, this is built for you. It also helps when the destination is still a shortlist, when you worry about gaps in bookings or packing, or when a travel companion should share the work but the details are scattered across separate phones. The same flow works solo, with family, or with friends. Work down the board in order. Start with "1. The Point of This Trip" to pin down who is going and what you want, then fill the morning, afternoon, and evening cells in "2. Day Grid" as plans firm up. Set a spending cap per category in "3. Budget Guide", then work through the packing frames from "4. Packing / Documents & Money" to "7. Packing / Buy It There". Finish with "8. Run-up to Departure" to line up what is left, in order, while the task board carries cards across Ideas, To Book, Booked, Pre-Departure, and Done. Spend week one on the destination and dates alone - narrow it with "List three options" and close it with "Lock in your dates". Changing the itinerary later forces you to redo bookings, so lock the dates before "Book travel and stay". If the day plan feels overpacked, revisit "Time the transfers" and rewrite the grid with buffer added.
Trade Show & Event Exhibition Template (3 Months Out to Follow-Up)
Open this template at kickoff, about three months before the show, once your booth is confirmed. The whiteboard holds your exhibition goal and budget assumptions, a timeline from three months out to the week after, three lanes for traffic, booth and leads, a grid of on-site stations, and a matrix for sorting the leads you collect. The task board is split into five groups and sixteen tasks covering goals, booth build, pre-show outreach, on-site ops and follow-up, all starting untouched so you can add owners and due dates.
Thesis Project Manager: From Topic to Submission
For a student writing a graduation thesis, opened the day the topic search begins and used through submission day. The whiteboard holds a frame for the topic and the department's requirements, the five stages from topic to submission, a novelty-by-feasibility grid for narrowing candidates, frames for working agreements and reading notes, and the chapter structure of the thesis. The task board starts with four parent tasks - choosing a topic, prior research, running the study, and writing and defending - each with untouched subtasks that move through an advisor review column to submitted.
Team Building Workshop — plan the session, run the day, and make it stick
Team leads and organizers open this template when planning a team-building session at the start of a term or when new members join. The whiteboard holds the goal and constraints for the session, a 2x2 matrix for narrowing down activity ideas, a 90-minute flow for the day, a member-by-strengths/struggles/expectations sheet, and a frame for takeaways. The task board starts with five parent tasks — set the goal, choose the activity, prepare for the day, facilitate, and make it stick — each with concrete subtasks waiting in To Do. Use it when new members have joined but nobody knows what each other is good at, or when a social event left nothing changed the following week. It's for leads and organizers planning team building from scratch, and for anyone searching for a workshop template or how to run a team-building session. It fits the start of a term, welcoming new hires, or the first meeting between teams split across locations. Work top to bottom. Start with Goal and constraints for this session to agree what success looks like. In Choosing the activity, place candidates on two axes — prep effort and relationship impact — and narrow to one or two. On the day, follow How the 90 minutes runs, and fill the Mutual understanding sheet (filled example) with strengths, struggles, and expectations. Finish by recording what you agreed in Takeaways and the one-month check. Cards move through To Do, Planning, Preparing, Running the day, and Retro. In week one, focus only on Write the goal — one sentence, before booking the room or ordering supplies. On the day, worry less about the schedule and more about whether a few people dominate the conversation. A month later, open Check in one month and spend five minutes confirming the support you agreed on is actually happening.
SWOT Analysis & Cross Strategy Template
Open this template with your business lead and the team at a quarterly strategy session or an offsite. The whiteboard runs top to bottom: a goal and ground-rules frame, the four SWOT quadrants, an SO/ST/WO/WT cross-strategy grid, a 90-minute agenda, and a closing frame with the definition of done. The task board mirrors that flow with four parent tasks, each holding three children: agree on scope, list SWOT items, build cross-strategy moves, and turn them into an execution plan. Use it in meetings where strengths and weaknesses keep coming up but the conversation never turns into an actual move. It suits a business lead or manager searching for how to run a SWOT analysis or a cross-SWOT template, and any team trying to set direction for the quarter. A facilitator running a half-day strategy session or offsite can also use it as the on-the-day script. Open with Goal and ground rules for this session to align on what the group needs to decide and how far to take it. Move into The four SWOT quadrants to list strengths, weaknesses, opportunities and threats, then turn those pairs into moves in Cross strategy (combine the SWOT groups). Keep pace with The 90-minute agenda, and close by confirming decisions and homework in Definition of done and takeaways. The task board runs through To Do, Analyzing, Review, and Done, with cards moving once an owner is assigned. You don't need everything settled in one sitting. On the first pass, stop at List SWOT items and build the cross-strategy moves in a separate session within a week so the discussion has room to deepen. A month later, return on the date set in Set a review date and check whether your assumptions about opportunities and threats still hold.