Checklists for the way your industry works

Each page follows one job in one industry from the first step to the last: the stages, a checklist you can tick off, sample tasks and how to set the board up.

29 industries
7 groups
Checked by people who do the work

Trades and field work7 industries

PlumbingIn reviewOne plumbing job from enquiry and quote to handover, invoice and follow-up.
LogisticsIn reviewOne customer shipment from booking and pickup to delivery and close-out.
Residential builderIn reviewExample task categories a small residential builder might track for one home project.
Auto repair shopIn reviewExample reminder categories a small auto repair shop might track for one repair job.
Cleaning serviceIn reviewExample task categories a small cleaning business might track for one booking.
LandscapingIn reviewExample reminder categories a small landscaping business might track for one garden job.
Property managementIn reviewExample task categories a small property manager might track for one rental unit.

Design and creative3 industries

Interior designIn reviewOne client project from brief and concept to orders, installation and handover.
Video productionIn reviewOne client video from brief and pre-production to shoot, edit, review and delivery.
Creative agencyIn reviewOffice tracking categories for one example project, from brief to file handover.

Health, fitness and beauty3 industries

GymIn reviewOne new member from enquiry and tour to joining, induction and the first month.
SalonIn reviewOne client appointment from booking and reminder to the visit, rebooking and aftercare.
Dental clinicIn reviewFront-desk tasks for one example appointment, from booking to recall.

Professional services5 industries

Law firmIn reviewOffice tasks for one example matter, from intake to file archive.
Accounting firmIn reviewOffice tracking categories for one example client job, from onboarding to close.
Insurance agencyIn reviewOffice tracking categories for one example client, from enquiry to renewal.
Recruitment agencyIn reviewExample task categories a small recruitment agency might track for one vacancy.
IT supportIn reviewExample reminder categories a small IT support provider might track for one support request.

Shops, food and pet care3 industries

Online storeIn reviewExample task categories a small online store might track for customer orders.
BakeryIn reviewExample reminder categories a small bakery might track for one custom order.
Pet groomingIn reviewExample reminder categories a small pet grooming business might track for one appointment.

Education2 industries

SchoolIn reviewExample task categories a school office might track at the start of a term.
Online courseIn reviewExample task categories a small team might track while preparing an online course.

Startups and business6 industries

StartupIn reviewOne team from the idea and customer conversations to launch and the first customers.
CoachingIn reviewOne client engagement from enquiry and discovery call to sessions and a closing review.
ConsultingIn reviewOne client engagement from scoping and proposal to delivery, handover and close-out.
Marketing agencyIn reviewOffice tracking categories for one example client month, from planning to close.
Travel agencyIn reviewOffice tracking categories for one example trip, from enquiry to after the trip.
FreelanceIn reviewExample task categories one freelancer might track for one client job.

Pages still being checked by someone who does that work are marked in review. Looking for a ready-made board to download instead? See all templates.

Trades and field work7 industries

PlumbingIn reviewOne plumbing job from enquiry and quote to handover, invoice and follow-up.

LogisticsIn reviewOne customer shipment from booking and pickup to delivery and close-out.

Residential builderIn reviewExample task categories a small residential builder might track for one home project.

Auto repair shopIn reviewExample reminder categories a small auto repair shop might track for one repair job.

Cleaning serviceIn reviewExample task categories a small cleaning business might track for one booking.

LandscapingIn reviewExample reminder categories a small landscaping business might track for one garden job.

Property managementIn reviewExample task categories a small property manager might track for one rental unit.

Design and creative3 industries

Interior designIn reviewOne client project from brief and concept to orders, installation and handover.

Video productionIn reviewOne client video from brief and pre-production to shoot, edit, review and delivery.

Creative agencyIn reviewOffice tracking categories for one example project, from brief to file handover.

Professional services5 industries

Law firmIn reviewOffice tasks for one example matter, from intake to file archive.

Accounting firmIn reviewOffice tracking categories for one example client job, from onboarding to close.

Insurance agencyIn reviewOffice tracking categories for one example client, from enquiry to renewal.

Recruitment agencyIn reviewExample task categories a small recruitment agency might track for one vacancy.

IT supportIn reviewExample reminder categories a small IT support provider might track for one support request.

Shops, food and pet care3 industries

Online storeIn reviewExample task categories a small online store might track for customer orders.

BakeryIn reviewExample reminder categories a small bakery might track for one custom order.

Pet groomingIn reviewExample reminder categories a small pet grooming business might track for one appointment.

Startups and business6 industries

StartupIn reviewOne team from the idea and customer conversations to launch and the first customers.

CoachingIn reviewOne client engagement from enquiry and discovery call to sessions and a closing review.

ConsultingIn reviewOne client engagement from scoping and proposal to delivery, handover and close-out.

Marketing agencyIn reviewOffice tracking categories for one example client month, from planning to close.

Travel agencyIn reviewOffice tracking categories for one example trip, from enquiry to after the trip.

FreelanceIn reviewExample task categories one freelancer might track for one client job.