GALLERY
Public Templates
Official and community project templates, ready to copy
330 items
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.
App Release Checklist: From Store Submission to Launch Announcement
The release owner opens this template two weeks before store submission. The whiteboard lays out the four gates to clear, the flow from submission to launch, and a matrix for deciding whether a bug blocks release. The task board splits into four parent tasks: locking the build, gathering assets, clearing review, and announcing launch, with the ready-to-submit and in-review columns showing your progress. This fits the moment when the pre-submission task list grows past what you can hold in your head. It suits solo developers searching for how to build an app release checklist or how to get through app store review, as well as small teams running a release together. Open it two weeks out and the steps that are easy to drop become visible on one board. Work the whiteboard top to bottom. Fill in the four gates - Gate 1: Build frozen, Gate 2: Store assets, Gate 3: Review handling, Gate 4: Announcement - and agree what it takes to clear each. Check where you stand today in From submission to launch, then sort any bug you find in Does this bug block release? Pull ideas from Ways to announce the launch, and once live, log the numbers you're watching and the rollback conditions in Watching the first 72 hours. The task board runs Backlog, Preparing, Ready to Submit, In Review, and Released, with Ready to Submit and In Review kept separate so you can see how long each stage takes. In week one, start with Freeze the build, and finish switching to production before moving on to preparing the assets - that order cuts rework. During review, keep Check review status as a running card, and assign someone to send a first response the same day feedback lands. Once live, don't stop at the numbers - log review days and rejection reasons, and next time is faster.
Academic Writing Roadmap — from question to outline, citations, and revision
Open this template the day the deadline is set, before you write a single paragraph. The whiteboard holds the finish conditions and marking criteria, the question → research → outline → draft → revise flow, a table of claim, evidence, and source for each chapter, a 2x2 for deciding how to use each source, and the traps that cost marks at submission. The task board makes set the question, gather sources, build the outline, draft the body, and revise and submit into parent tasks, each with two concrete subtasks. Use it when the deadline is set but you have no idea where to start, or when uncertainty about citing sources keeps you from writing a word. It's for students looking for how to structure a report, build an outline, or organize a reference list, and for anyone working through a seminar or thesis chapter with a plan instead of guesswork. It fits essays and reports of a few thousand words that draw on cited sources. Copy the due date, word count, format, and criteria into What finished looks like, so you see which parts of the rubric deserve the most time. Move through The five stages in order, narrowing your question to one sentence before gathering sources. Sort sources using How to use each source, separating what anchors your argument from background. Fill in Claim, evidence, and source by chapter, draft whichever is ready first, and reread Traps before you submit. The board runs Not started, Researching, Outline & draft, Drafting, Final check. Aim to finish Boil it to one line and List 10 sources within week one — that makes later writing faster. Follow Start with the body rather than the introduction, and you'll spend far less time stuck on the opening. Before submission, sleep on it, read it aloud, and use Check format rules to catch any missed citation.