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Public Templates
Official and community project templates, ready to copy
230 items
Real-Time Meeting Minutes Board for Beginners: Notes, Decisions, and To-Dos in 3 Columns
Beginners unused to writing minutes open this template during the meeting to sort notes, decisions, and to-dos into separate columns instead of mixing them. The whiteboard holds a table with 4 agenda rows by 3 columns for notes, decisions, and to-dos, 3 meeting-header frames, a 5-stage flow from 5 minutes before to 10 minutes after the meeting, a to-do list frame, and 2 frames contrasting a bad and a good way to write. The task board has 5 columns from "Still notes" to "Done & shared", starting with 4 parent tasks - preparing before, sorting during, finishing within 10 minutes after, and following up until next time - each with 3 not-started subtasks. If you don't know how to write minutes, keep the 3 columns and write single words first; sentences can wait until after. If you mainly want to polish minutes into a report afterward, a different template focused on post-meeting documentation fits better.
10-Year Life Plan Sheet for Beginners
This template for beginners helps first-timers build a 10-year life plan: log life events and yearly income, expenses, and savings on one sheet, then set a savings goal and monthly amount. The whiteboard has five parts: a 10-year table with a worked example, three frames for life events (family, work, housing), a 5-step how-to, three frames on big expenses, and a frame for your savings goal and first step. The task board has four columns - not filled in, drafting, filled in, reviewed - with four parent tasks and three subtasks each, from preparing the table to setting a savings goal. If you are unsure how to fill in the table, how many years to plan, or what numbers to use, simply overwrite the worked example with your own figures. Write every amount in dollars, use a household budget for month-to-month tracking, and use this 10-year sheet for the multi-year outlook.
First Kanban Board for Beginners: 3 Columns and a WIP Limit to Cut Half-Done Work
First-time kanban builders use this beginner template to set up To Do, Doing, and Done with a WIP limit (Doing capped at 3 cards), cutting half-finished work with a weekly session to clear jams. The whiteboard walks through the To Do, Doing, and Done columns, a frame for the WIP limit and finish line, the 5-step way to move a card, the 3 moves for a stuck card, a Monday/Wednesday/Friday check table (3 rows by 3 columns), and a weekly reflection note. The task board mirrors it with the same To Do, Doing (max 3), and Done columns, opening with 4 parent tasks and 12 subtasks - from setting up the columns and the WIP limit through running it for a week and clearing the weekly jam - all not started. Add columns without a plan and cards just pile up unfinished, but working this board top to bottom sets how you choose columns, cap Doing, and handle stuck cards in week one.
Gantt Chart Weekly Check for Beginners: Spot Delays, Fix with 3 Moves
People whose Gantt chart stalls after the first update use this beginner template to catch delays in a weekly check and recover with one of three moves. The whiteboard holds a 5-week, 8-row Gantt grid for four tasks, three frames comparing the three recovery moves - push back, run in parallel, or cut scope - a 5-milestone timeline, a 5-step weekly check flow, and a progress notes frame for this week's delay and pick. The task board has four columns from this week's plan to done, starting with four parent tasks and three subtasks each, all in the first column, This week's plan. Just draw the planned row, draw the actual row on the same weekday every week, and recover only tasks that slip more than a week with one of the three moves - it works the same way for a solo study plan or a small team project.
Excel Gantt to Board Migration for Beginners: Copy Task, Owner, Start, End
Beginners whose Excel Gantt breaks on every update, or who struggle to share and version it, use this template to copy task, owner, start, end, and progress onto a board. The whiteboard lines up the 5 migration steps, 3 frames that map Excel columns to board spots, 3 frames pairing Excel pain points with the board's fix, a copied table example (4 rows x 4 columns), and a frame for update and sharing rules. The task board has 4 columns from getting ready to in use, with 4 parent tasks - auditing the Gantt, copying rows, reordering and verifying, and locking in update rules - each with 3 subtasks (16 total), all starting in Ready to move. To migrate an Excel Gantt chart, first confirm what each column means, copy tasks to cards one row at a time, add the owner and dates, turn progress into a column position, and finally decide who updates it and when. It suits anyone taking over a spreadsheet Gantt chart, and teams switching to shared progress tracking for the first time.
4P Marketing Mix Board for Beginners | Spot and Fix Mismatched Product, Price, Place, Promotion
First-time users of the 4Ps marketing mix (product, price, place, promotion) use this beginner template to organize how they sell their own product. The whiteboard holds a 3-frame product card for who, what, and current sales, four columns for Product, Price, Place, and Promotion, a 5-step fill-in order, 2 frames for spotting and fixing mismatches, and a frame for your next three moves. The task board runs from draft to execution in four columns, starting with 4 parent tasks - write the product card, fill in the 4Ps, check for mismatches, take your next step - each with 3 subtasks, all in the drafting column. Unsure where to start? Follow the board from Product, checking that price and promotion agree; it also works as a next step after an STP analysis that picks your customer first. Write amounts in dollars and log discounts or shipping in the same spot so you recall your reasoning later.
First Manual for Beginners: List Tasks, Write Steps, Get Others to Test It
New hires who are told to write a manual and don't know what or how much to write use this template for beginners. It walks a single board from listing the task, through writing the manual, having someone test it, fixing the sticking points, to deciding where to keep it. The whiteboard holds a flow with the 5 creation steps, the manual body with 4 columns - what to do, judgment call, caution, check - three frames with a bad example, a good example, and questions to check your draft, two frames on what you learn by watching and how to fix feedback, and a frame with the update rules. The task board has five columns - deciding what to write, listing tasks, drafting, having someone test it, and publish & update - with 4 parent tasks and 3 subtasks each, 16 in total, all not started. Follow the 5 steps on board 1 first, and with the format on board 2 you can finish a full manual on your first try; board 8 lets you set the update owner and review date right there.
Business Flowchart Starter for Beginners: Spot Handoffs and Decisions by Lane
This beginner-friendly template is for anyone drawing a business process flowchart for the first time. Placing tasks where each owner's lane (row) crosses each step (column) reveals the flow of work, the handoffs between owners, and the decision points. The whiteboard has a swimlane grid with 4 owner lanes and 5 step columns (example: an expense report), 4 frames on what each symbol means, 5 drawing steps, 3 frames on common handoff problems, and a frame for improvement ideas. The task board runs 5 columns from before interviews to done, with 4 parent tasks - set the scope, ask how work is done, draw the diagram, and review and share - each split into 3 subtasks (16 total), all starting in the first column. Draw it in this order - set the start and end, line up the tasks, then add the branches. Since you can swap your own process name into the ready-made expense-report example, even a first-timer can get started.
Business Plan Numbers for Beginners: Sales, Costs, and Startup Funds Tables
Founders stuck on the numbers after outlining their business plan use this beginner template to fill in three tables - sales, costs, and startup funds - for their plan. The whiteboard holds a sales plan grid across four periods, an expense list split into fixed and variable costs, five steps for building the numbers, three basis frames for customer count, price, and costs, a startup funds and financing frame, and a monthly cash flow frame. The task board runs five columns from gathering numbers to done, opening with four parent tasks and twelve subtasks, all not started. Sales come from customers times price times days open, then costs split into fixed and variable to find the sales level that turns a profit, so this suits anyone about to apply for a startup loan or pitch an internal proposal who needs to explain where the numbers come from. Every example amount is filled in, so you only need to swap in your own numbers to complete all three tables.
Business Model Canvas for Beginners: Fill 9 Blocks in Order to Explain Your Business on One Page
First-time Business Model Canvas writers use this beginner template to fill in all 9 blocks in the right order without getting stuck on what goes where. The whiteboard holds the canvas frame with the top 7 blocks in 5 columns and 2 rows, a 2-column frame for cost structure and revenue streams, two flow diagrams that split the writing order into the first 5 steps and the last 4, 3 hint frames for when you get stuck, and an example frame built around a small cafe. The task board runs from research to done across 4 columns, with 4 parent tasks and 3 subtasks each, 16 in all, all set to not started. The writing order runs Customer Segments, Value Proposition, Channels, Customer Relationships, Revenue Streams, Resources, Key Activities, Partners, then Cost Structure; connect the 9 filled blocks and you already have your business pitch. Unlike the Lean Canvas, built for hypotheses you still need to test, this fits an already-running business or shop you want to explain on one page.
AI Worry Inventory Board for Beginners: List Your Fears, Sort Fact from Unknown, Decide What to Do
Anyone who wants to try generative AI but is stuck on vague fears — data leaks, feeling too hard, losing a job — uses this beginner AI-worry template to list every worry and decide how to check it. The whiteboard has five parts - a mind map with 6 worry branches, 3 sorting-example frames, 2 pros-and-cons columns, 3 how-to-check frames, and 1 decision frame. The task board has 4 columns — worries listed, checking, confirmed, and plan decided — with 4 parent tasks and 12 subtasks, from listing every worry to setting your next step. Calming the fear starts with splitting it into confirmed fact and unverified doubt instead of carrying it as one lump. Decide whether each unknown gets checked by research, a small trial, or asking someone, and stop turning it over in your head. Real risks like data leaks aren't dismissed — that question goes to a separate template that sets the input line. Using AI or not is fine either way; the goal is to end by writing down what you won't do.
AI Opportunity Finder Board for Beginners: List a Day's Tasks and Sort What AI Can Take On
People who hear AI is useful but don't know where to use it at work use this beginner-friendly template to list a day's tasks and find ones AI can take on. The whiteboard holds seven frames - a matrix that sorts tasks by routineness and time spent, three frames for telling delegate, collaborate, and do-it-yourself apart, a 4x4 task list table, a 3-step As-Is, gap, To-Be gap analysis, and a frame for the first three tasks to try and their deadline. The task board runs five columns from listing to deciding what sticks, with 4 parent tasks - list, sort, try, review - and 3 subtasks each (16 total), all not started. The way to find where AI helps is to write out every task in a single day instead of just thinking it through, then try the tasks that are always done the same way and take the most time first. It targets one person's day rather than a whole team's inventory, so it suits anyone who wants to try AI on their own first.