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Templates / Project

Free Web Design + Client Request Board Template

A web design + client request board tracks site changes from intake through triage, estimating, booked work, in-progress tasks, and handover checks.

Oude Gable Studio - Web Design + Client Request Board template preview

Language:

en

Last updated:

September 2026

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A hospitality site needs steady, hands-off control, but nobody wants to touch an update and risk a white screen the week guests are trying to book. Oude Gable Studio - Web Design + Client Request Board holds the work in one place, so requests don’t get lost between messages and “quick fixes” don’t skip the line.

The columns read like the way web support actually happens: new requests land in Backlog, urgent breakages surface in Triage, and anything that needs a price moves to Estimate before it becomes booked work. The board keeps the handover steps visible too, with checks like booking system live testing, final content review, and a post-launch performance pass, and the teal with red-oxide accents sits under Raleway headings and Inter body text so the workflow stays easy to scan.

  • Backlog Capture incoming site updates like menu changes, product requests, and accessibility checks before they turn into scattered notes.
  • Triage Hold break-fix items separately, like booking form email issues or a white-screen after a plugin update, so they get handled fast.
  • Estimate Park work that needs pricing, like a plugin audit or WooCommerce imports, and add whoever’s responsible before anything gets booked.
  • In progress Track active build tasks, like migrating content into blocks or fixing checkout warnings, with owners assigned to each card.
  • Handover Keep the final checks in view, including live booking tests and post-launch performance checks, before a request gets marked done.

In Plutio, the template runs as a project board with 18 starter cards, and you swap in your own requests, dates, and assignments. The work moves left to right as decisions get made, leaving you with a clear record of what’s queued, what’s being priced, and what’s ready to hand back.

We went from spending hours on every proposal to creating fully customized ones in under 5 minutes. That's not an exaggeration - we timed it.

Yazan & Mawaheb
Yazan & MawahebAgency Owners

What is on this board

6 columns carrying 18 cards. Adding it builds the whole thing as a project in your workspace, with every column and card in place.

ColumnWhat is in it

Backlog

The Backlog column holds new requests, like content updates and accessibility checks, so nothing disappears before it gets reviewed.

  • Tasting menu content update
  • Seasonal tasting product request
  • Site accessibility check

Triage

The Triage column separates urgent break-fix work, like booking emails and white-screen errors, from the rest of the queue.

  • Booking form email issue
  • White-screen after plugin update
  • Move events to block editor

Estimate

The Estimate column collects items that need a price, like WooCommerce imports and plugin cleanup, before they get booked in.

  • WooCommerce product import
  • Child theme CSS adjustments
  • Plugin audit and cleanup

Booked

The Booked column holds approved work, like theme setup and booking rebuilds, so the delivery queue stays clear.

  • Speed and caching pass
  • Theme setup and child theme work
  • Booking rebuild for online reservations

In progress

The In progress column tracks active implementation work, like content migrations and checkout fixes, with each card assigned to the person doing it.

  • Migrate content into blocks
  • Fix PHP warnings on checkout
  • Import product images and variants

Handover

The Handover column lists the final validation steps, like live booking checks and post-launch performance reviews, before closing the request.

  • Booking system live check
  • Final content review and edits
  • Post-launch performance check

What happens when you install it

  • A project is created with its board, 6 columns and 18 cards already there.
  • Nothing carries a due date, because a board holds the order the work runs in rather than a calendar. The dates go on once you know when the job starts.
  • Every card opens as a task with its own description, assignee, dates, subtasks and files, and columns are renamed, reordered or deleted like any other.

Who it is for

Web designers and WordPress developers running ongoing site support for hospitality and e-commerce sites, where updates, fixes, and handover checks need a visible queue.

Questions about this project template

What should a web design request board include?

A web design request board usually includes columns for intake, urgent triage, estimating, booked work, in-progress tasks, and handover checks. The goal is to show what’s waiting, what needs a decision, and what’s ready to close.

How do you track urgent website breakages separately from planned updates?

A separate triage column keeps break-fix work visible without letting it reorder the whole backlog. The triage cards should name the symptom, the affected area (like bookings or checkout), and who owns the fix.

How do you handle estimates for WordPress changes before starting work?

An estimate stage holds requests that need pricing before anyone starts implementation. The card can carry the scope notes and the assigned owner until the work becomes booked.

Can a client request board handle WooCommerce and booking system work?

A client request board can track any site work as long as the cards name the actual deliverable and the handover checks. The starter cards in this board include WooCommerce imports, checkout fixes, and booking system live checks.

How do you keep site handover checks from getting skipped?

A handover column makes the checks a required stage instead of a forgotten checklist. Cards can include items like final content review, live booking tests, and post-launch performance checks before closing.

What do you need to add to a request board before using it on a real project?

You’ll add your own dates, since the board shows workflow order rather than a calendar. You’ll also add the people doing the work to the project and assign them to the cards.

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