Free project template
Design request tracker with every task dated from the day you start
Requests from sales, marketing and the rest of the company on one board, from intake to delivered files.
- 6 sections
- 6 tasks
- Opens as a board
- Dated from day 1
Design requests
Days count from the day you start. In the app, pick a start or a finish date and each task lands on a real day.
Intake
- Example: event banner for the October seminarWho is asking: . What for: . Sizes: . Copy: . Due: .
- Example: one-page product sheet for salesWho is asking: . What for: . Sizes: . Copy: . Due: .
Briefed
- Example: social graphics for the price changeDay 6
In design
In review
Delivered
Routine
- Triage new requests and set datesEvery Monday 10:00
- Send requesters a status updateEvery Thursday 16:00
- Tidy the shared asset folderEvery month
About this template
A design team that takes requests over chat ends up with no queue, no briefs and no idea what is late. This board is the single door: every request is a card with a short brief, and it moves through intake, briefed, in design, review and delivered.
The example cards show the brief fields to ask for. The routine column holds the weekly triage.
Tips from the template
- Nothing starts without the brief filled in.
- Put the due date the requester needs on the card.
- Two review rounds per request, agreed at intake.
How to use it in Palby Planner
- 1Open Tasks and choose Templates.
- 2Find Design requests and open it. You see every section and task before anything is added.
- 3Pick the day you start, or the day it has to be done by. Every date moves with it.
- 4Press Use template. Rename the project, then work down the list.
Templates like this one
A week from a hard question to a tested prototype: map, sketch, decide, build, test with five users.
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4 sections, 17 tasksA board of Now, Next and Later, plus a column for what you have decided not to do, reviewed every month.
5 sections, 8 tasks
Questions
Yes. Copy it as a checklist or print it, with no sign-up. Using it inside Palby Planner, with the dates filled in, needs an account.
Each task has a day counted from the start: Day 1, Day 3 and so on. In Palby Planner you pick a start date or a finish date, and every task lands on a real day. Tasks that repeat keep repeating.
Yes. It's your project: rename it, add tasks, delete the ones you don't need. Save your version with Save as template and it's there next time.
Describe it in a sentence and the AI in Tasks writes a template for it, with sections and dates you can change before you use it.
Run it with the dates filled in.
The templates are free. The app puts every task on a real date.