GALLERY
Public Templates
Official and community project templates, ready to copy
230 items
WBS for Beginners: Break Work into 3 Levels for a Complete Task List
WBS for Beginners walks first-time planners through turning a target deliverable into a three-level work breakdown - major, mid, and minor items - so nothing gets missed in the task list. The whiteboard holds a mind map of the deliverable split into major and mid items, a three-frame sizing guide, a five-step breakdown flow, a five-row WBS table, and a gap-check frame. The task board runs five columns - not split yet, splitting, awaiting estimate, under review, and confirmed - with 4 parent tasks and 12 subtasks, from deciding the deliverable to tabulating the table, all not started. The first question everyone hits is how far to split, and this board's guide is simple: split until one person can finish within a week and someone else can judge whether it's done. Setting the project's purpose and scope is covered by a separate starter template, so this one focuses only on the breakdown once scope is fixed.
Vision Board for Beginners: Picture Your Year Ahead in 6 Areas, Then Choose a First Step with GROW
First-time vision board makers use this beginner template to put their one-year ideal into words and decide on a first step. The left half of the whiteboard holds a mind map branching from your self one year from now into six areas - work, money, health, relationships, learning, and play - three photo frames, and a rule for the daily habit of looking at the board; the right half holds the four stages of the GROW model and an 18-cell grid crossing the six areas with ideal, now, and first step. The task board runs five columns from listing to done, starting with four parent tasks - put the ideal into words, make it measurable, choose a first step, and build the habit of looking - each with three not-started subtasks. Even if you have no idea how to make a vision board or always stop at pasting a photo, filling the six areas with words in order gets you all the way to an action plan. Photos are not placed on the board itself; you add your own once the words are set.
Time Management Matrix for Beginners: Sort the Week Into 4 Quadrants, Protect What Matters First
First-time users of the time management matrix use this beginner board to sort this week's plans into 4 quadrants and secure important-but-not-urgent time before anything else fills the week. The whiteboard holds the 4-quadrant matrix (plan it, do it now, skip it, hand it off), three frames for judging unsure items, a weekly schedule by day and morning/midday/night, the 4 steps from sorting to review, and this week's quadrant-2 commitment. The task board has five columns - listing plans, sorting into quadrants, blocking the schedule, in progress, and reviewed - and starts with 4 parent tasks and 12 subtasks, from listing this week's plans through the weekend review, all not started. Sorting alone won't change your behavior - cut quadrant 4, block quadrant-2 time first, then fill in the rest. Unlike the time management for beginners - first week template, which tracks where your time goes, this one is about sorting and claiming time in advance.
Team Task Inventory for Beginners: Pick the Top 5 Tasks to Hand Off to AI by Impact and Effort
Team leads who want to decide which tasks to hand off to AI use this beginner template to inventory each person's tasks by frequency and time, then pick candidates by impact and effort. The whiteboard holds a 6-row, 5-column task inventory table, three frames on what does and does not suit AI, an impact-versus-effort matrix, four MoSCoW columns, and a frame for the top 5 and the order to try them. The task board has five columns from inventorying to decided, four parent tasks - inventory, sort, narrow to 5, and try and decide - with three subtasks each, all not started.
Team Prompt Library Board for Beginners: Save What Worked, by Use Case
Teams where only the AI-savvy build know-how use this beginner prompt board to save prompts that worked, sorted by use case, so anyone gets the same quality. The whiteboard holds a library table with each prompt's name, use case, cautions, and author (board 1), full-text examples of the 3 top prompts (board 2 to 4), 3 conditions for a good prompt, a 4-row registration rule table, and a frame for the update owner and review cadence. The task board has four columns - collecting, rewriting, in review, and published - with 4 parent tasks and 12 subtasks, from narrowing use cases to full-text collection, team testing, and upkeep. Start by narrowing your team's frequent use cases to 3 and keeping full text, not a summary, since a short note drops conditions and results vary when copied. Unlike the personal AI prompt board, this one is about team-wide sharing and standardizing, down to registration rules and an update owner.
Excel Task List to Board Migration for Beginners: Cut to 5 Columns, Swap Status for Card Moves
Teams whose Excel task list never gets updated and whose status columns keep multiplying use this beginner migration template to fix it with just 5 columns. The whiteboard holds a task table trimmed to 5 columns, 3 frames for columns to keep, turn into card moves, or drop, 5 steps for the migration, 3 frames for common Excel problems and fixes, and an update-rule frame - 9 frames in all. The task board has 5 columns - not started, choosing columns, migrating, checking, and in use - starting with 4 parent tasks (review the current sheet, prepare the new board, copy over tasks, and set update rules), each split into 3 subtasks, for 16 in total, all not started. If you are not sure how to move an Excel task list onto a board, just follow the 5 steps on the board one by one and you can be up and running the same day. This is not a Gantt-style layout built around dates, but a structure for anyone who wants a clear list and status at a glance.
Startup Business Plan Board for Beginners: Fill In All 8 Sections in Order, with Examples
First-time founders applying for a startup loan use this beginner-friendly template to fill in all 8 sections of the business plan form step by step, with examples for each. The whiteboard holds a mind map of the 8 sections, 3 frames on what reviewers check, a table stacking equipment and working capital funding, 4 revenue-and-profit frames, and a 5-step writing order. The task board has 5 columns from gathering materials to filled in, starting with 4 parent tasks - gather materials, write motive and background, set offer and partners, and finalize the numbers - each with 3 subtasks in the first column. Follow the board's order - motive, then experience, then the numbers behind them - and you end up with one plan where everything lines up. Every amount comes pre-filled with a dollar example, so you just swap in your own numbers for a working draft. Built for first-time founders and anyone reviewing their plan before a loan interview.
Sales Proposal Template for Beginners: Compare Three Plans So Clients Can Choose Easily
Sales reps who keep getting a single-option proposal turned down use this beginner sales proposal template to build a proposal that lets clients choose among three plans - good, better, and best. The whiteboard holds three plan frames, a client-needs frame, a four-step pitch flow, a four-item by three-plan comparison table, and a two-column pros-and-cons for the recommended plan. The task board has five columns from hearing client needs to deciding the next step, with four parent tasks and twelve subtasks placed in the leftmost "Hearing client needs" column. Show only one option and you usually hear "let me think about it"; three plans at different prices turn the question into which one, not whether to buy. Prices on the board are example figures before tax, so swap in your own. Unlike a proposal template built around problem, solution, impact, and cost for one option, this one is built around comparing three plans and letting the client choose.
PPM Analysis for Beginners: Stars, Cash Cows, Question Marks, Dogs
Anyone deciding which of several products or services to focus on opens this beginner template the first time they try PPM analysis (the BCG matrix). The whiteboard holds a four-quadrant matrix (market growth rate x relative share) for stars, cash cows, question marks, and dogs, two frames on the high/low lines, a 5x3 grid for each product's numbers, five allocation steps, and a frame for what to grow and cut. The task board has five columns from listing products to review, with four parent tasks, each split into three not-started subtasks. Even if you don't know PPM analysis, just list products, enter the numbers, place them in the quadrants, then follow each quadrant's playbook to land on an allocation. It suits individuals or small teams with several offerings, like a restaurant menu, courses, or side-income sources. Enter amounts in dollars and compare annual revenue and profit over the same period.
Order-to-Invoice Process Flow Template for Beginners: Map Orders, Shipping, and Billing by Example
This beginner template is for anyone drawing an order-to-invoice flow for the first time, with example entries already filled in. The left page holds a 5-step flow (order, stock check, shipping, invoice, payment), a swimlane for sales, warehouse, and accounting across those steps, and 3 exception frames for cancellations, returns, and late payments. The right page holds a handoff table for 5 document types, an omission-check frame, and 3 tips for adapting it to your work. The task board runs 5 columns from waiting for input to finalized, with 4 parent tasks - flow, lanes, exceptions and docs, and review - and 3 subtasks each (16 total), all not started. Don't start from a blank board - swap the example names for your own. Amounts are example figures in US dollars - replace them with your own. It suits people new to order processing and small teams sharing who issues which document.
Online Whiteboard Practice Board for Beginners: Learn Sticky Notes, Frames & Arrows in 15 Minutes
New online whiteboard users learn sticky notes, frames, and arrows in 15 minutes with this beginner practice board built for meetings. The whiteboard has 8 frames in order - a practice canvas for sticking, moving, and color-coding notes; three tasks for grouping, connecting, and sorting; four fixes for when you get stuck; five steps for running a meeting; a mind map of where to use it; and example meeting rules. The task board has four columns - try it, practicing, try it in a meeting, and review - with 4 parent tasks and 12 subtasks, from getting used to the tools to making the habit stick, all not started. Follow this board top to bottom and in 15 minutes you go from your first sticky note to arrows, then meetings and saving and sharing. It is a hands-on practice board, not a feature tour - keep what you write for next time.
One-Page Proposal for Beginners: Lead With the Conclusion So Your Boss Decides in 3 Minutes
Beginners who freeze when told to fit it on one page use this beginner template to learn the one-page proposal. A single A4 page covers four parts - conclusion, background and problem, proposal, and impact, cost, and schedule - so your boss can read it and decide in three minutes. The whiteboard holds the four-part skeleton, three ways to phrase your conclusion, a guide to how much fits on the page, the three questions you'll be asked (why now, how much, who) with room to answer, five steps for the writing order, and a pre-send check. The task board runs five columns from gathering material to submitted, opening with four parent tasks - gather material, write it on one page, prepare for questions, and submit for a decision - each split into three subtasks, 16 in all, none started. State the conclusion first, then back it with background, proposal, cost, and schedule, and it stays short. Good for a first internal proposal or shrinking a long document to one page.