Start with a workflow that already makes sense.
Find a ready-made workspace for your team, then adapt every list, field, label, and automation.
10 templates
Development Team
- Best for
- Software teams managing features, bugs, QA, support work, and billable delivery.
- What it does
- Keeps planned work and incoming issues in one flow, with explicit feedback, build, QA, and completion stages.
Template features
- Bug and support classification
- Branch and billing-hour fields
- Automatic issue labels and completion
Marketing
- Best for
- Marketing teams coordinating campaigns, content, creative reviews, launches, and reporting.
- What it does
- Moves an idea from briefing through production and approval, then keeps scheduled, live, and reporting work distinct.
Template features
- Channel, budget, and launch tracking
- Creative approval status
- Automatic approval and completion
Simple Todo
- Best for
- Individuals and small teams that need a dependable shared task list without process overhead.
- What it does
- Separates work that is ready, active, waiting, or finished so follow-ups do not disappear inside one long list.
Template features
- Priority and blocked fields
- Personal and admin labels
- Automatic completion in Done
Product Team
- Best for
- Product managers, designers, researchers, and engineers shaping a shared roadmap.
- What it does
- Carries ideas through discovery, specification, design, build, validation, and a deliberate shipping decision.
Template features
- Impact and effort scoring
- Release and ownership fields
- Research, UX, and experiment labels
Sales CRM
- Best for
- Sales teams managing new business, renewals, expansions, and partner opportunities.
- What it does
- Turns each opportunity into a visible pipeline record from lead qualification through proposal, negotiation, and outcome.
Template features
- Deal value and close-date tracking
- Confidence, source, and owner fields
- Won, lost, and risk automations
Operations / Support
- Best for
- Operations, service, and support teams handling requests, incidents, escalations, and SLAs.
- What it does
- Creates a controlled intake queue with clear triage, ownership, waiting, escalation, resolution, and closure stages.
Template features
- Severity and request-type triage
- Customer and escalation fields
- Escalation and closure automations
Project Delivery
- Best for
- Delivery teams running a defined client, implementation, consulting, or internal project.
- What it does
- Provides a practical path from backlog and planning through active delivery, review, handoff, and completion.
Template features
- Lead, workstream, date, and estimate fields
- Kickoff and delivery-review checklists
- Sample cards for planning and risk review
Event Planning
- Best for
- Event teams coordinating venues, suppliers, speakers, sponsors, logistics, and event-day readiness.
- What it does
- Moves event work from early ideas into confirmed bookings, delivery, final readiness, event day, and follow-up.
Template features
- Date, owner, vendor, and budget fields
- Brief and event-day checklists
- Sample supplier and run-of-show work
Client Onboarding
- Best for
- Customer success and implementation teams bringing new clients from signed contract to adoption.
- What it does
- Coordinates the internal handoff, kickoff, configuration, training, go-live, and post-launch follow-up in one workflow.
Template features
- Client, owner, health, and go-live fields
- Kickoff and readiness checklists
- Automatic follow-up and completion
Hiring Pipeline
- Best for
- Hiring managers, recruiters, and interview teams running a consistent candidate process.
- What it does
- Keeps every candidate visible from application through screening, interviews, decisions, offers, and onboarding.
Template features
- Role, source, interview, and score fields
- Interview and onboarding checklists
- Offer, hire, and rejection automations
One setup for every related board.
Kanera templates create a workspace because related boards work better when they share the same stages, custom fields, labels, and reporting structure. Start a second client, campaign, project, or role inside the workspace and it inherits the same operating model.
Everything remains editable. Rename a list, change a field, remove an automation, or start with the simple template and build only what you need.
Template questions
Can I change a template after starting?
Yes. A template only decides the starting lists, fields, labels, checklists, and automations. All of them are edited in workspace settings afterwards, and nothing is locked.
Why do all boards in a workspace share the same lists?
So that Table view, Portfolio, and Global Work can compare boards directly. Two boards with the same stages and fields roll up into one report; two boards shaped differently do not. Boards that genuinely need their own structure can be standalone boards instead.
Do templates include sample cards?
Most do, a handful per list, so the board is not empty on the first visit. Archive or delete them once real work is on the board.
Start from a template
and change what you like.
Sign up, choose a template during onboarding, and the workspace is ready with its workflow and structure in place.
No card required, 30-day Pro trial, free plan available after it