Is the sales pipeline board free?

Yes. Copy it as a checklist or print it, with no sign-up. Using it inside ActivityTracker, with the dates filled in, needs an account.

How do the dates work?

Each task has a day counted from the start: Day 1, Day 3 and so on. In ActivityTracker you pick a start date or a finish date, and every task lands on a real day. Tasks that repeat keep repeating.

Can I change it after I add it?

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.

What if the project I need isn't here?

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.

Free project template

Sales pipeline board with every task dated from the day you start

Deals on a board, one column per stage, from first contact to won or lost, with the next step on every card.

8 sections
9 tasks
Opens as a board
Dated from day 1

Sales pipeline

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.

New lead

Example: Tan & Co, website enquiry, SGD 4,000Day 2
- Call to qualify: budget, timing, who decidesDay 2

Contacted

Meeting booked

Example: Lim Logistics, referral, SGD 12,000Day 4
- Prepare questions and a rough priceDay 3
- MeetingDay 4, 14:00

Proposal sent

Example: Ng Dental, repeat client, SGD 6,500Day 6
- Follow up on the proposalDay 6

Negotiating

Won

Lost

Pipeline routine

Review every open deal and date its next stepEvery Monday 9:00
Add new leads from the weekEvery Friday 16:00

About this template

A deal without a next step and a date is a deal that is quietly dying. This board has a column for each stage, and every card is a deal with its next step as a sub-task and a due date on it.

Three example deals show how a card looks at different stages. Rename the stages to match how you sell.

Tips from the template

One card per deal: company or person, and the value.
Every card needs a dated next step. No date means it is stalled.
Move a lost deal to Lost and write down why. Keep it; do not delete it.

How to use it in ActivityTracker

1Open Tasks and choose Templates.
2Find Sales pipeline 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.

Already use ActivityTracker? Open this template in the app

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Questions

Run it with the dates filled in.

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