Free Project Management Template
A project management project template covers the main stages of a job and the task checklist that moves work from intake through final handoff.
Share template
Work can look approved on-screen, but the real risk shows up at pre-press, when a proof doesn’t match across print and signage and nobody wants to pay for reprints. This project management project template keeps the job in one place, with Discovery call and intake through Pre-press check and printer handoff already broken into a card-by-card run of work. A teal-and-rose layout under Zilla Slab headings makes the board read like a clear sign-off, not a brainstorm.
Each column carries the tasks that usually get missed when the pace picks up: collecting brand assets and specs, locking scope and a payment schedule, preparing concept routes, and turning one chosen direction into production files. The work ends with printer checks, delivery of final files, and the handover and archive step, so the project closes down cleanly instead of hanging open on “almost done.”
- Discovery call and intake Cards cover kickoff, discovery, asset collection, constraints, and locking scope and the payment schedule before any concepts get built.
- Concept routes and review Cards move through preparing three concept routes, presenting them, gathering consolidated feedback, and confirming the route that goes forward.
- Design development and production files Cards track identity development, logo variations, layouts like packaging and menus, the asset package and guidelines, and internal production QA.
- Pre-press check and printer handoff Cards cover the printer pre-press check, final file delivery, sending the final invoice and collecting payment, then archiving and sharing handover.
Once the template is in your workspace, the board runs as a project and you assign the cards to whoever’s doing the work, then add your own dates because the columns hold the sequence rather than a calendar. The result is a single view of what’s next, what’s waiting on feedback, and what’s ready to send to the printer.
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.
What is on this board
4 columns carrying 18 cards. Adding it builds the whole thing as a project in your workspace, with every column and card in place.
| Column | What is in it |
|---|---|
Discovery call and intake | Starts the project with kickoff and discovery, then gathers assets, specs, and constraints so scope and the payment schedule get confirmed early.
|
Concept routes and review | Holds the concept phase, including three routes, a client presentation step, consolidated feedback, and the decision point where one route gets selected.
|
Design development and production files | Tracks development into production-ready work, from identity and logo variations through layouts, the deliverables pack, and an internal QA pass.
|
Pre-press check and printer handoff | Finishes with printer coordination and final delivery, then closes out with invoicing and payment, plus archive and handover.
|
What happens when you install it
- A project is created with its board, 4 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
Brand and identity studios, print & editorial designers, and packaging design teams who need a repeatable checklist from intake to printer handoff.
More virtual assistant templates
See all 35 templates
Questions about this project template
What should a project management board include for a design job?
A useful board follows the actual stages of the work and keeps the tasks inside each stage in the order they happen. This one runs from discovery and intake through concepts, production files, and a pre-press and printer handoff step.
How many concept routes does the workflow allow for?
The workflow includes a task to prepare three concept routes, then presents them and collects consolidated feedback. After that, the board includes a confirmation step for the selected route.
What do you need from a client before starting design work?
The intake stage calls for collecting brand assets and specs and documenting technical constraints. The same stage also includes confirming scope and the payment schedule so the project starts with a clear agreement.
Does the workflow include a printer check before files go out?
Yes, the final stage includes a pre-press check with the printer before delivering final files. That step sits right before the printer handoff tasks so checks don’t get skipped.
How do you assign work to a team inside the board?
Each card can be assigned to the person doing the work so ownership stays clear across stages. Add collaborators to the project, then distribute the cards across the team as needed.
Do you need to add dates to a project board like this?
The board already carries the order of the work in its columns, but it doesn’t act like a calendar by itself. Add your own dates for deadlines and handoffs based on the job you’re running.
Start free today
Your entire business, one login away
No credit card required. No contracts. Just the tools you need to run, grow, and automate your business with Super Work AI.
No credit card required
