Kanban Board Planning Template

An editable Kanban setup template for defining work states, entry and exit rules, owners, work limits, blocked items, reviews, and completion evidence.

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Name the record before using the checklist.

Board nameWork typeBoard ownerReview cadenceCompletion evidence

Move the checklist beyond a first draft.

0 of 5 context fields completed0 of 12 checks completedReviewer and review date not recorded

Working status

Reviewer or accountable ownerReview dateVersion

A high score means more of the working record is filled in. It does not create client approval, legal authority, or professional sign-off.

Board purpose

Name the workflow, customer or internal outcome, record type, owner, and review cadenceDefine what belongs on this board and what belongs somewhere elseChoose the smallest set of states that describes real progress

Notes and exceptions

State rules

Define the entry condition and exit evidence for every columnSeparate waiting, blocked, review, and completed work instead of hiding them in progressName who can move work across controlled review or approval states

Notes and exceptions

Flow controls

Set a visible work-in-progress limit for active statesDefine priority, expedite authority, dependency, blocked, stale, and timeout handlingPlan delegation and a fallback when the normal owner is unavailable

Notes and exceptions

Review and improvement

Review aging, blocked time, rework, throughput, and abandoned work on a useful cadenceArchive completed work without losing decisions or client contextChange board rules deliberately and record why the workflow changed

Notes and exceptions

Treat this as a starting point, not automatic authority.

Adapt roles, approvals, legal, tax, accounting, security, privacy, and professional requirements to the actual organization and jurisdiction. Record who reviewed material changes.

Want to keep this connected to the client and project?

Continue in Stelaah with the people, decisions, files, work, and finance beside the checklist.

Continue in Stelaah

Kanban Board Planning Template

Name the record before using the checklist.

Move the checklist beyond a first draft.

Board purpose

State rules

Flow controls

Review and improvement

Treat this as a starting point, not automatic authority.

Continue with the connected workflow

Want to keep this connected to the client and project?