Minimal templates for clear work
Calm, considered scaffolds to help you move with clarity. No noise. Just flow.
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
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
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 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
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
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
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
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
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
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
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
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
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
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
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
