Minimal templates for clear work

Calm, considered scaffolds to help you move with clarity. No noise. Just flow.

Policy Update Approvals Pipeline Template

Keep every policy change request on schedule by tracking intake, impact analysis, compliance review, executive sign-off, and rollout evidence on a single Instaboard pipeline.

compliance · policy-update-approvals

Content Production Kanban Template

Run a clear content pipeline from ideas to published posts. Track briefs, drafts, assets, reviews, and scheduling in one board so work moves left→right without bottlenecks.

content · content-kanban

Copywriter Deliverables Tracker Template

Organize briefs, draft cycles, and approvals so every blog, email, and landing page ships on time without messy spreadsheets or guesswork.

content · copywriter-deliverables-tracker

Freelance Video Editor Pipeline Template

Guide every project from new lead to final delivery with a real-time visual pipeline built for freelance video editors who juggle briefs, edits, reviews, and archival.

content · freelance-video-editor-pipeline

Knowledge Base Articles Pipeline Template

Coordinate article intake, SME reviews, publishing, and refresh cycles in one Instaboard pipeline so your support team keeps help center guidance accurate and up to date.

content · knowledge-base-articles

Podcast Episode Planner

Plan a single episode end-to-end: capture info, outline with indents, mark cut points, track to-dos, attach assets, and ship across channels without losing context.

content · podcast-episode-planner

Podcast Episode Pipeline Template

Move every episode from pitch to post-release in one board: capture briefs, prep guests, manage recording sessions and edits, track marketing deliverables, and review performance without losing context.

content · podcast-production

Video Edit Pipeline Template

Shepherd every video from ingest to final delivery with a real-time pipeline that captures footage batches, review rounds, finishing passes, and archival in one shared board.

content · video-edit

YouTube Video Production Pipeline Template

Plan, shoot, edit, and optimize every YouTube video in one pipeline: capture hooks, prep scripts, coordinate shoots, tag thumbnails, launch uploads, and log retention takeaways.

content · youtube-production

Analytics Request Pipeline Template

Track every analytics request from intake to delivery with a left-to-right pipeline, scoped micro-templates, and built-in status signals your stakeholders can trust.

data · analytics-requests

Bug Triage Board Template

Triage incoming bug reports quickly, capture repro details, prioritize by impact, and move fixes from investigation to release with labels, due dates, and reusable checklists.

engineering · bug-triage

Feature Release Pipeline Template

Ship every feature on time with a release pipeline that tracks scope, build, QA, launch communications, and post-release follow-up in one collaborative Instaboard board.

engineering · feature-release

Localization Rollout Pipeline Template

Coordinate string freeze, vendor handoffs, in-market QA, and post-launch monitoring from one Instaboard pipeline built for localization engineers and regional leads.

engineering · localization-rollout

QA Test Runs Pipeline Template

Keep QA test runs moving from intake through sign-off with an Instaboard pipeline that surfaces blockers, verifies fixes, and packages evidence for release decisions.

engineering · qa-test-runs

Security Incident Response Pipeline Template

Capture incidents, orchestrate containment, manage notifications, and lock in lessons learned with reusable Instaboard cards that track severity, owners, evidence, and dates.

engineering · security-incident-response

Security Vulnerability Remediation Pipeline Template

Capture new vulnerabilities, triage severity, coordinate patches, and document validation with reusable micro-templates that keep owners, due dates, and evidence in one board.

engineering · vuln-remediation

Event Vendor Pipeline Template

Turn vendor coordination into a stage-based Instaboard so your team tracks outreach, proposals, compliance, and payments without digging through email threads.

events · event-vendors

Webinar Production Pipeline Template

Keep speaker prep, promo assets, tech checks, and follow-up tasks flowing in one Instaboard pipeline so your team can launch webinars without scrambling.

events · webinar-production

AP Bill Pay Pipeline Template

Streamline invoice intake, coding, approvals, payment scheduling, and reconciliation so every bill is assigned, cleared, and archived without spreadsheet chases.

finance · ap-bill-pay

Expense Reimbursements Pipeline Template

Track every reimbursement from submission through approvals, finance audit, payment scheduling, and logging so receipts, policy exceptions, and payouts stay in one shared board.

finance · expense-reimbursements

Invoice to Cash Pipeline Template

Control every order-to-cash handoff in one automated board. Standardize intake, credit review, fulfillment, invoicing, collections, and cash application so revenue lands on time.

finance · invoice-to-cash

Daily Heart Tracker Template

A calm, personal daily heart tracker that uses a calendar for AM/PM blood pressure and meds — with a sidecar for weekly reviews, doctor questions, and visit prep.

health · daily-heart-tracker

New Hire Onboarding Pipeline Template

Guide every employee from preboarding to 90-day success: duplicate task cards, assign owners, attach forms, and move work left→right until probation ends.

hr · employee-onboarding

Hiring Pipeline Template

Run a clear, end‑to‑end hiring process: duplicate a Candidate card, assign owners, set due dates, attach resumes, and move left→right to Hired.

hr · hiring-pipeline

Employee Offboarding Pipeline Template

Guide HR, IT, and managers through every offboarding step: duplicate the checklist card, assign owners, attach paperwork, and move from notice to alumni follow-up without loose ends.

hr · offboarding

Access Requests Pipeline Template

Keep IT access requests compliant from intake through audit with guided approvals, security review, provisioning checklists, and recertification reminders in one Instaboard workspace.

it · access-requests

IT Change Management Pipeline Template

Run every IT change request through intake, risk analysis, CAB approval, execution, and review in one board so owners, evidence, and backout plans stay synced in real time.

it · change-management

Quarterly Access Review Pipeline Template

Run a full quarterly access certification with scoped applications, owner sign-offs, remediation tracking, and audit-ready evidence in one Instaboard workspace.

it · quarterly-access-review

DPA Reviews Pipeline Template

Manage vendor intake, risk scoping, security questionnaires, legal redlines, approvals, and signed archives for every data processing agreement in one Instaboard pipeline.

legal · dpa-reviews

Privacy DSAR Requests Pipeline Template

Orchestrate intake, verification, data discovery, legal approval, and fulfillment for privacy DSARs with an Instaboard pipeline that keeps deadlines, owners, and evidence aligned.

legal · privacy-dsar-requests

Trademark Registration Pipeline Template

Steer every trademark registration from intake through maintenance with an Instaboard workflow that captures clearance research, TEAS filing tasks, office actions, and renewal prep in one place.

legal · trademark-registration

Case Study Production Pipeline Template

Coordinate customer approvals, interviews, drafting, and launch follow-through inside one Instaboard board so marketing teams ship standout case studies fast.

marketing · case-study-production

Newsletter Production Pipeline Template

Keep every newsletter issue on track with a pipeline that captures pitches, drafts, reviews, layout, scheduling, and post-send metrics in one Instaboard view.

marketing · newsletter-production

PR Outreach Pipeline Template

Coordinate media targeting, pitch follow-ups, and relationship nurture on one Instaboard canvas built for lean PR teams shipping consistent coverage.

marketing · pr-outreach

SEO Campaign Pipeline Template

Turn every SEO initiative into a reusable command center with clear intake, research, production, outreach, and reporting lanes so small teams ship wins without spreadsheets.

marketing · seo-campaign

Social Media Client Onboarding Template

Kick off new SMM retainers without chaos. Collect access, align on brand and KPIs, draft first posts and ad sets, then go live and report — all in one left‑to‑right board your client can see and update in real time.

marketing · smm-onboarding

Social Media Retainer Tracker Template

Track social media retainers from kickoff to renewal. Standardize deliverables, approvals, monitoring, community touchpoints, and reporting in one shared board your team and client keep in sync.

marketing · smm-retainer-tracker

Social Campaign Kanban Template

Plan, launch, and review every social campaign in one Kanban. Capture briefs, prep assets, shepherd approvals, monitor live performance, and wrap reports without rebuilding the workflow.

marketing · social-campaign

UGC Creator Collaboration Pipeline Template

Centralize briefs, creator outreach, approvals, and paid amplification in one Instaboard pipeline so every UGC partnership moves left to right with files, rights, and metrics locked.

marketing · ugc-collabs

Donor Stewardship Pipeline Template

Guide every new gift from thank‑you to renewal with a clear, stage‑based workflow. Assign stewards, schedule touchpoints, share impact, and keep notes and files in one place so relationships grow predictably.

nonprofit · donor-stewardship

Accounting Firm Client Onboarding Flow Template

Give your accounting team a single Instaboard to welcome new clients, clear compliance checks, collect financial records, and launch kickoff reviews without email chases.

operations · accounting-client-onboarding-flow

Accounting Client Onboarding Checklist Template

Track engagement setup from intake through first close. Manage KYC/AML records, access requests, document collection, and opening balances in one checklist so nothing blocks your first monthly cycle.

operations · accounting-onboarding

Agency Sprint Board Template

Run weekly sprints on a simple left‑to‑right board. Duplicate the Request card, assign owners and due dates, and move work cleanly through Review and QA without last‑minute chaos.

operations · agency-sprint

Bookkeeping Client Onboarding Checklist Template

Move new bookkeeping clients from intake to first-month close without back-and-forth. Track access setup, document requests, opening balances, and close review in one visual checklist.

operations · bookkeeping-onboarding

Client Onboarding Pipeline Template

Turn new-client onboarding into a clear, left‑to‑right flow. Request access, schedule kickoff, track delivery tasks, and hand off with training—no more scattered docs or emails.

operations · client-onboarding

Client Onboarding Process Flow Template

A clean, stage‑by‑stage onboarding runbook. Request access, configure systems, run a crisp kickoff, and hand off with a 30‑day check‑in — all on one visual board with reusable micro‑templates.

operations · client-onboarding-flow

Compliance Audit (SOC 2-lite) Template

Track SOC 2 scope, remediation, and auditor requests in one pipeline so every control owner knows what is due, which gaps remain, and which evidence is ready to ship.

operations · compliance-audit

Contract Lifecycle Pipeline Template

Turn contract requests into a transparent pipeline that keeps drafting, negotiations, signatures, and renewal obligations on track for lean legal and ops teams.

operations · contract-lifecycle

Customer Onboarding (Post-Sale) Pipeline Template

Guide every new customer from kickoff brief to value review with a left-to-right Instaboard pipeline that tracks implementation, enablement, launch support, and expansion signals.

operations · customer-onboarding

IT Device Provisioning Pipeline Template

Standardize every laptop request, approval, imaging run, shipment, and recovery in one Instaboard pipeline so IT can deliver zero-touch provisioning without missed handoffs.

operations · device-provisioning

Etsy Made‑to‑Order Production Template

Turn Etsy orders into a calm, left‑to‑right queue — clear details, fewer mistakes, and on‑time labels your customers notice.

operations · etsy-made-to-order

Etsy Made-to-Order Aprons Pipeline Template

Standardize every custom apron order from intake to follow-up with an Instaboard pipeline that tracks proofs, batch sewing, quality checks, and shipping updates.

operations · etsy-made-to-order-aprons

Etsy Baby Onesies Production Pipeline Template

Organize custom baby onesie orders from proof approvals through decoration and shipping with a left-to-right Instaboard pipeline built for Etsy micro shops.

operations · etsy-made-to-order-baby-onesies

Etsy Blankets Made-To-Order Production Template

Run every personalized blanket order inside one Instaboard pipeline so proofs, print-provider updates, QC notes, and shipping follow-ups stay visible without spreadsheets.

operations · etsy-made-to-order-blankets

Etsy Bracelet Orders Production Pipeline Template

Give every made-to-order bracelet a clean path from personalization intake through polishing and shipment so nothing slips between Etsy messages and your studio bench.

operations · etsy-made-to-order-bracelets

Etsy Candles Made-to-Order Production Pipeline Template

Stay ahead of Etsy candle orders with a production pipeline that tracks proofs, curing windows, packing checks, and review follow-ups so nothing slips.

operations · etsy-made-to-order-candles

Etsy Coasters Made-to-Order Production Template

Turn Etsy coaster batches into a repeatable flow that tracks personalization, proofs, pressing temps, sealant cure, and shipping so every set leaves the studio on schedule.

operations · etsy-made-to-order-coasters

Etsy Coordinate Jewelry Production Pipeline Template

Stay on top of personalized coordinate necklaces, bracelets, and rings with a live pipeline that tracks proofs, engraving settings, packaging, and follow-up in one Instaboard view.

operations · etsy-made-to-order-coordinate-jewelry

Etsy Doormats Production Pipeline Template

Coordinate proofs, prep, painting, sealing, and fulfillment for custom coir doormats with one Instaboard that tracks every order detail, attachment, and promised turnaround.

operations · etsy-made-to-order-doormats

Etsy Embroidered Hats Production Template

Keep embroidered hat orders flowing from intake to shipping with digitizing checkpoints, sample approvals, and shipping rituals your small shop can repeat.

operations · etsy-made-to-order-embroidered-hats

Etsy Handwriting Jewelry Production Template

Give every handwriting necklace or cuff a repeatable flow — capture handwriting files, log approvals, coordinate bench work, and package keepsakes with tracking from one board.

operations · etsy-made-to-order-handwriting-jewelry

Etsy Hoodie Production Pipeline Template

Duplicate your first hoodie order card and move it through a left-to-right Instaboard pipeline so your crew catches proof issues, batches work smartly, and ships on time.

operations · etsy-made-to-order-hoodies

Etsy Lockets Made-to-Order Production Pipeline Template

Move every personalized locket order from photo prep to finished keepsake with a repeatable Instaboard flow that tracks proofs, resin cure times, and shipping handoffs in one place.

operations · etsy-made-to-order-lockets

Etsy Mugs Made-to-Order Production Template

Turn custom mug orders into a left-to-right flow that captures personalization, proofing, pressing notes, QC, and tracking so every handle ships on time without remakes.

operations · etsy-made-to-order-mugs

Etsy Name Necklaces Production Template

Coordinate every custom name necklace from personalization intake through plating, packaging, and follow-up so each buyer receives an on-time, polished piece they unbox with confidence.

operations · etsy-made-to-order-name-necklaces

Etsy Pillows Made-To-Order Production Template

Run every custom pillow order in one Instaboard board so approvals, fabric prep, sewing, and shipping stay in sync—and ditch frantic DMs, spreadsheets, and photo folders for good.

operations · etsy-made-to-order-pillows

Etsy Pint Glass Production Template

Channel Etsy pint glass orders through a single board that tracks personalization, proofs, masking, etching settings, QC, packaging, and follow-up without missed steps.

operations · etsy-made-to-order-pint-glasses

Etsy Rings Made-To-Order Production Pipeline Template

Shepherd deposits, stone sourcing, CAD approvals, and shipping updates for custom rings inside one Instaboard pipeline made for small Etsy studios.

operations · etsy-made-to-order-rings

Etsy Shot Glasses Production Template

Push personalized shot glass orders through intake, proofs, blank prep, press settings, QC, and shipping so every mockup, batch log, and tracking link stays tied to the order.

operations · etsy-made-to-order-shot-glasses

Etsy Tank Top Production Pipeline Template

Keep made-to-order tank top runs on schedule with an Instaboard pipeline that captures proofs, press settings, and shipping updates so every Etsy order lands when promised.

operations · etsy-made-to-order-tank-tops

Etsy Tote Bags Production Pipeline Template

Orchestrate proofs, printing, packaging, and follow-up for every made-to-order tote using a real-time Instaboard pipeline built for Etsy sellers and small studio teams.

operations · etsy-made-to-order-tote-bags

Etsy T-Shirt Production Pipeline Template

Capture personalization, batch pretreating, and ship custom tees on time with a left-to-right Instaboard built for small Etsy t-shirt shops.

operations · etsy-made-to-order-tshirts

Etsy Tumblers Production Template

Guide every custom tumbler order from proof approval through UV printing, epoxy curing, and shipping inside one Instaboard pipeline built for Etsy shops.

operations · etsy-made-to-order-tumblers

Etsy Water Bottle Production Pipeline Template

Turn personalized water bottle orders into a smooth intake-to-ship pipeline—log proofs, press settings, QC notes, and tracking so every Etsy customer gets the right bottle.

operations · etsy-made-to-order-water-bottles

Etsy Wedding Invitations Production Template

Track every custom wedding suite from deposit to delivery with proof logs, press checks, and fulfillment follow-ups so you hit every milestone without stress.

operations · etsy-made-to-order-wedding-invitations

Etsy Wine Glass Production Template

Run personalized wine glass orders in a clean left-to-right flow—capture engravings, track proofs, and move batches from cabinet to shipping without juggling notebooks.

operations · etsy-made-to-order-wine-glasses

Etsy Wood Signs Production Pipeline Template

Turn every custom wood sign order into a reliable flow with visual stages, proof tracking, and built-in quality checks that keep clients informed and deadlines intact.

operations · etsy-made-to-order-wood-signs

Freelance Graphic Designer Job Tracker Template

Keep freelance design clients moving from lead to paid with one pipeline. Capture scope, manage revisions, and chase invoices without juggling spreadsheets.

operations · freelance-graphic-designer-tracker

Freelance Job Tracker Template

Track inquiries to paid with a clear left‑to‑right pipeline. Duplicate the job card, label work, and keep delivery and payment on schedule.

operations · freelance-job-tracker

Inventory Replenishment Pipeline Template

Coordinate demand signals, purchase orders, and receiving follow-ups in one Instaboard pipeline so your ops team replenishes critical SKUs before stockouts or vendor delays cascade.

operations · inventory-replenishment

Marketing Agency Client Onboarding Flow Template

A ready-to-use onboarding pipeline for agencies. Request access, run a clean kickoff, implement fast, and ship your first report — all on one visual board with reusable micro‑templates and clear owners.

operations · marketing-agency-client-onboarding-flow

MSP Client Onboarding Flow Template

Guide every managed services onboarding from kickoff to handoff with a clear pipeline, duplicate-ready cards, and demos that keep security, billing, and training on track.

operations · msp-client-onboarding-flow

MSP Client Onboarding Checklist Template

Onboard new managed IT clients from discovery through go‑live. Standardize access, RMM rollout, security baseline, and QBR cadence in one visual checklist.

operations · msp-onboarding

New SKU Launch Pipeline Template

Coordinate every stage of a new product introduction—from intake to post-launch review—on one board so the team moves faster without missing critical checkpoints.

operations · new-sku-launch

Partner/Vendor Onboarding Pipeline Template

Streamline partner intake through compliance, contracts, enablement, and go-live with a single Instaboard pipeline that keeps owners, files, and labels aligned across teams.

operations · partner-onboarding

Purchase Request Pipeline Template

Guide every purchase request from intake to reconciliation with locked forms, approval checklists, and supplier comparisons so finance, procurement, and requestors stay in sync.

operations · procurement-requests

RMA Returns Pipeline Template

Coordinate return authorizations, inbound logistics, bench inspections, and customer follow-ups in one Instaboard hub so ops ships replacements and refunds without dropped steps.

operations · rma-returns

B2B SaaS Implementation Onboarding Flow Template

Guide enterprise customers from kickoff through go-live with a repeatable SaaS implementation board that tracks integrations, data migration, training, and customer success handoff steps.

operations · saas-implementation-onboarding-flow

Shopify Fulfillment Pipeline Template

Turn Shopify orders into a single left-to-right pipeline so your team closes fraud checks, packs accurately, and hands off shipments on time without reopening old tickets.

operations · shopify-fulfillment

Web Design Client Onboarding Flow Template

Guide new web design clients from deposit to build-ready with a staged onboarding board that tracks paperwork, access requests, kickoff prep, and QA handoffs.

operations · web-design-client-onboarding-flow

Webflow Build-to-Handoff Pipeline Template

Guide every Webflow project from build to handoff with locked micro-cards, QA sweeps, and launch follow-up so freelancers deliver a production-ready site clients can trust.

operations · webflow-build-handoff

App Store Submission Pipeline Template

Guide every App Store release from build validation through rollout with a collaborative Instaboard pipeline that tracks assets, compliance, review notes, and launch tasks.

product · app-store-submission

Product Beta Program Pipeline Template

Run a tight beta program from experiment brief through release with one board that tracks recruitment, onboarding, check-ins, feedback triage, and launch decisions.

product · beta-program

User Feedback → Roadmap Pipeline Template

Convert every customer insight into roadmap-ready decisions with locked intake cards, prioritization scorecards, and follow-up workflows that close the loop fast.

product · feedback-intake

Agency Onboarding Questionnaire Template

Send a smart pre‑sale questionnaire, capture decision makers and constraints, and turn answers into a scoped proposal — all on one board you can move left→right to keep momentum.

sales · agency-onboarding-questionnaire

B2B Sales Pipeline Template

Run mid-market B2B deals from first touch to kickoff with reusable checklists, owners, due dates, labels, and attached proof so a five-person team can sell together in one view.

sales · b2b-sales-pipeline

Channel Partner Deals Pipeline Template

Keep partner-sourced deals aligned with a shared pipeline that tracks intake, qualification, deal desk reviews, and expansion follow-ups so you and your partners never miss the next move.

sales · channel-partners

Inbound Lead Triage Template

Stand up a triage command center that captures every inbound lead, enriches it with data, scores fit, and routes owners with context so follow-ups happen inside Instaboard within minutes.

sales · inbound-lead-triage

Real Estate Lead Pipeline Template

Streamline your residential lead workflow with a Kanban pipeline. Qualify buyers fast, track follow-ups, attach pre-approvals, and close every deal with documented next steps.

sales · real-estate-leads

RFP Response Pipeline Template

Coordinate every RFP from intake to award with reusable micro-templates, tagged reviews, and attachment-ready cards so a five-person bid team ships submissions on time.

sales · rfp-response

Sales Mini‑CRM

A lightweight, left‑to‑right sales pipeline for small teams. Track leads, keep the next step visible with owners and due dates, attach proposals, and move deals to Won/Lost — all on one simple board.

sales · sales-mini-crm

Upwork Proposal → Paid Pipeline Template

Track Upwork leads from qualified job posts through funded milestones and payment releases on one Instaboard board. Duplicate micro-templates, log follow-ups, and keep proposals and receipts visible.

sales · upwork-proposal-to-paid

Vendor Risk Reviews Pipeline Template

Run vendor due diligence, log findings, and capture final approvals in one Instaboard pipeline that tracks questionnaires, mitigations, and monitoring follow-ups.

security · vendor-risk-reviews

Churn Save Pipeline Template

Kick off churn rescue motions quickly by logging risk signals, diagnostics, rescue experiments, and renewal decisions on one Instaboard pipeline with duplicate-locked cards, owners, labels, and proof attached.

success · churn-save-pipeline

Support Inbox Triage Template

Turn a messy support inbox into a left‑to‑right triage flow — faster first responses, clear owners, and consistent hand‑offs your customers feel.

support · support-triage