# Project Board Templates: Engineering, Marketing, Sales, Hiring, and More - Kanera > Ten ready-made Kanera workspace templates with their lists, custom fields, labels, checklist templates, and automations spelled out: development team, marketing, sales CRM, hiring pipeline, client onboarding, event planning, and more. Canonical page: https://www.kanera.app/templates Board templates # Start with a workflow that already makes sense. Find a ready-made workspace for your team, then adapt every list, field, label, and automation. ## Choose a template Search by team, workflow, or feature. 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 8 lists 3 fields 2 automations 0 checklists Explore template](https://www.kanera.app/templates/development-team)[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 8 lists 6 fields 2 automations 0 checklists Explore template](https://www.kanera.app/templates/marketing)[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 4 lists 2 fields 1 automations 0 checklists Explore template](https://www.kanera.app/templates/simple-todo)[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 7 lists 5 fields 1 automations 0 checklists Explore template](https://www.kanera.app/templates/product-team)[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 7 lists 5 fields 3 automations 0 checklists Explore template](https://www.kanera.app/templates/sales-crm)[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 7 lists 4 fields 3 automations 0 checklists Explore template](https://www.kanera.app/templates/operations-support)[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 6 lists 4 fields 3 automations 2 checklists Explore template](https://www.kanera.app/templates/project-delivery)[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 7 lists 5 fields 2 automations 2 checklists Explore template](https://www.kanera.app/templates/event-planning)[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 7 lists 5 fields 3 automations 2 checklists Explore template](https://www.kanera.app/templates/client-onboarding)[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 7 lists 5 fields 3 automations 2 checklists Explore template](https://www.kanera.app/templates/hiring-pipeline) ## 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. [Start free](https://board.kanera.app/signup)[See the features](https://www.kanera.app/features) No card required, 30-day Pro trial, free plan available after it ## Machine-readable resources - [Kanera AI index](https://www.kanera.app/llms.txt) - [Kanera documentation index](https://www.kanera.app/docs/llms.txt) - [Agent discovery guidance](https://www.kanera.app/agents.md)