GALLERY
Public Templates
Official and community project templates, ready to copy
330 items
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.
New Business Ideation: From Divergence to a Shortlist
For whoever runs the ideation session, opened on the morning of the workshop and used straight through until everyone leaves. The whiteboard lays out how the day runs, three angles for generating ideas plus what's off limits while diverging, a feasibility-and-impact quadrant, a sheet for working up the top three, and a takeaway frame to fill in before you close. The task board runs from the idea pool through shortlisting, framing, and customer interviews to a pending decision, starting with five parent tasks (prep, diverge, cluster, score, pick) and their subtasks.
Moving House Plan: From House Hunting to Address Changes
Open this board the day the move is decided, and walk through it with your family or flatmates. The whiteboard holds the goal and budget limits, a matrix for narrowing down places, a timeline flow from two months out to the week after, three frames for paperwork, packing, and cost, and a utilities checklist grid. The task board splits everything from choosing the place to changing your address into five parent tasks, and you move the cards through "2 months out", "1 month out", "Move week", and "Week after" counting back from moving day.
Lean Canvas: Your Business Hypothesis on One Page
For founders and new-business leads, opened right after the idea shows up, to get the whole hypothesis out of your head and onto one page. The whiteboard holds the ground rules for filling it in, the nine-block lean canvas laid out three by three, a matrix for deciding which hypothesis to test first, three frames for customer quotes, existing alternatives and change history, plus a one-week testing cycle. The task board runs from draft hypothesis through testing to canvas updates in five columns, starting with five parent tasks - customer and problem, solution and value, channels and edge, the numbers, and testing - each with its own subtasks.
Language Learning Routine: Keeping the Four Skills in Balance
Open this template at the start of each week if your self-study keeps drifting toward reading and listening. The whiteboard holds a mind map that breaks the four skills apart, a matrix that sorts each skill by practice time and confidence, a day-by-skill allocation grid, the rules that keep the habit alive, and a picture of where you want to be in three months. The task board runs on four tracks — reading, listening, writing, speaking — and every card resets to Not started when you copy it, so you can rebuild the routine the same way each week.
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.
KPI Tree Board: From North Star to Daily Actions
For whoever owns the numbers on a product or business unit, opened at the start of a quarter or whenever the strategy gets revisited. The whiteboard holds the north star metric, a mindmap breaking it into KPIs and the actions behind them, a definition sheet for every metric, a quadrant for deciding what to tackle first, and frames for operating rules, common pitfalls, and weekly notes. The task board runs from candidate metrics through definition, instrumentation, and review to live, starting with four parent tasks (pick the north star, build the tree, write the specs, run the weekly loop) and their subtasks.
Job Search Tracker: Applications and Company Comparison on One Board
If you are considering a move, open this template when you start gathering information and keep using it through the final offer decision. The whiteboard holds your non-negotiables, a map of what to say about yourself, a comparison grid covering pay, working style, growth, and culture, a matrix of interest against likelihood, and the rules for running the process. The task board runs from watchlist to closed, and starts with five parent tasks - defining what matters, building the shortlist, polishing the documents, getting interview ready, and deciding on the offer - each with its own subtasks. It fits anyone searching for a job search tracker template or how to build a company comparison sheet. It is built for the moment your bookmarked listings pile up faster than you can compare them, when you lose track of how far along each company is, or when your interview answers start sounding rehearsed. It works whether you are searching while employed or job hunting for the first time. Fill the board from the top. Put your non-negotiables into words in "1. What You're Looking For" before you apply, then widen your material in "2. Taking Stock of Yourself". Line up confirmed facts - not impressions - in "3. Company Comparison", and decide where this week's hours go in "4. Application Priority". Keep operations in "5. Rules for Applying", "6. Concerns to Raise", and "7. Write This Down After Every Interview", and move cards across Watchlist, Preparing, Applied, Interviewing, and Offer / Closed. In week one, finish "Choose 3 must-haves" before you apply - it keeps comparisons and answers consistent later. In month one, hit "Collect 10 openings" first, then rank once the pool is big enough. After each interview, add to "Draft your answers" before details fade.
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.
Household Budget Reset — start with fixed costs and build a system that saves on its own
Open this board for thirty minutes after payday when you want to reset your monthly spending. The whiteboard maps where the money goes, sorts every possible cut by size and effort so you know what to do first, and holds a grid of current, target, and action for each category. The task board starts with four parent tasks — see the numbers, cut the fixed costs, automate saving, and keep it going — plus twelve subtasks, all sitting in Not started.
Home Deep Clean Map: A Room-by-Room Year-End Plan
For anyone splitting the year-end clean with family, opened at the start of December and used through the last day. The whiteboard holds this year's target and the time you actually have, a room-by-room map covering floors, shelves and wet areas, the order to work in - toss, store, polish - and which cleaner suits which mess. The task board separates this week's jobs from what is underway across five columns, and starts with five parent tasks - planning, kitchen, wet rooms, main rooms and the entryway - each with its own subtasks. This fits the pattern of starting the year-end clean in a rush and never getting past the living room. It's for anyone searching for how to plan a year-end deep clean or a room-by-room cleaning checklist template, and for families who want to split the work. Open it when you can't decide where to start. Work the whiteboard top to bottom. Use This Year's Target to decide how far you're going and how much time you have, then pick today's room from Room by Area Map. Inside one room, follow How One Room Goes in order - toss, store, polish - so you don't backtrack. When you stall, check Rules When You Hesitate and Where It Stalls, and add anything you notice to Notes to Make Next Year Easier. Before buying more cleaner, check Which Cleaner for Which Mess against the grime you're facing. The task board runs To Do, This Week, In Progress, Final Check, and Done, and only this week's jobs get pulled forward. Finish Book a day per room and Gather your supplies first, in week one, so you're not stopping mid-task to run out for something. Cap each room at two hours, and put anything you're unsure about into a holding box. Finally, finish Log next year's tips, and next year you can open this same board with the plan already made.
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.