Samples to copy

Three boards to model yours on, and seven outlines for articles. Copy an outline, paste it into a card's description, and it comes in with its headings and lists.

Three boards

A team handbook

How a small team works: who does what, how things are done, what was decided and why.

Lists	Inbox, Drafting, In review, Published, Outdated
Fields	Owner (a person), Review by (a date), Topic (a choice: Start here, How we work, Customers, Money, Tools)
Labels	how-to, policy, decision, checklist
Shared with	The team as editors. New starters as viewers before their first day.
First articles	"Start here: how this handbook works", "Your first week" with a page for each day, "Who to ask about what"

Answers for customers

The questions support hears every week, each answered once and kept right.

Lists	Asked, Drafting, Checked, Published, Retired
Fields	Product area (a choice), Owner (a person), Last checked (a date), Asked how often (a number)
Labels	billing, account, how-to, known problem
Shared with	Support as editors. The whole company as viewers. Switch Anyone with the link can view on if customers should read it.
First articles	The ten questions asked most last month

Asked counts as Not started, Retired counts as Done, and the three between count as In progress.

Engineering notes and decisions

What was decided, what broke and why, and how to do the things done twice a year.

Lists	Proposed, Discussing, Decided, Superseded
Fields	Area (a choice), Owner (a person), Decided on (a date), Replaces (a card link to the decision it supersedes)
Labels	decision, how-to, incident, runbook
Shared with	Engineering as editors, everyone else as viewers
First articles	The last three decisions people still argue about

Decided counts as In progress, so decisions stay in sight. Superseded counts as Done.

Seven outlines

A how-to

## When you need this

One or two sentences. Who does this, and when.

## Before you start

- [ ] What you need to have
- [ ] What you need to know

## Steps

1. First step
2. Second step
3. Third step

## If it goes wrong

| You see | Do this |
|---|---|
|  |  |

## Who to ask

Troubleshooting

## What you see

The message, or what happens, in the words people use.

## Why it happens

## Fix it

1. 
2. 

## If that doesn't work

## So it doesn't happen again

A decision

## What we decided

One sentence.

## Why

- 
- 

## What else we looked at

| Option | Why not |
|---|---|
|  |  |

## What it costs us

## When to look at this again

A policy

## The rule

In two or three sentences, as you would say it to someone.

## Who it is for

## What to do

1. 
2. 

## Exceptions, and who can agree to one

## Questions people ask

Questions people ask

## Can I …?

Yes, when … No, when …

## How long does … take?

## Who do I ask about …?

## What if …?

A first week

Welcome. This is what happens in your first five days, and who to ask.

## Before you arrive

- [ ] Your account
- [ ] Your kit

## Who to ask

| About | Ask |
|---|---|
|  |  |

The pages inside this one cover each day.

Add a page inside it for each day: see pages inside a page.

Notes from a meeting

## Who was there

## What we decided

- 

## What happens next

- [ ] Who does what, by when

## Open questions

Turn each line under "What happens next" into a card on the board where the work is done, and mention it here by its name.

Save your own

When you have an outline you like, write it into a card and save the card as a template. A board can keep several: "How-to", "Decision", "Policy". Each new article then starts with the right headings.

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