Example Project Board Layouts

Project Boards in DonorDock are designed to help teams organize tasks into visual workflows. You might start with a simple set of lanes, such as "To Do", "In Progress", and "Completed"; Project Boards are very flexible and can be customized to support various fundraising, marketing, operations, events, and internal planning goals.

You may use these examples as inspiration when creating your own Project Boards.

Current Focus Projects Board

Stages: Fundraising, Marketing, Operations

This board helps teams organize active priorities by work type. Instead of tracking tasks by status, tasks are grouped by functional focus so teams can quickly see where energy is being spent. Use this type of board for weekly or monthly planning to gain visibility into where team capacity is focused.

Keep this board lean. Move completed tasks off quickly so the board reflects what is truly in focus right now.

Grant Application Projects Board

Stages: Discovery, Drafting, Review and Approvals, Submit, Approved

This board-style tracks the full lifecycle of grant applications, from early research through submission and final decision. Use this board to manage grant pipelines and ensure deadlines, reviews, and approvals do not slip through the cracks. You might also have a Grant-style Ask Board that tracks your Grant requests.

Double-check your Due Dates on tasks in the Submit lane to ensure they match your Grant deadlines, so your request doesn't go off-course.

Content Planning Projects Board

Stages: Ideas To Do, In Progress, In Review, Published, and Measure

This board-style organizes content creation for outreach and communications, from early ideas through performance tracking after publication. This board type can be leveraged to coordinate blogs, emails, social posts, and campaign content across teams.

Do not forget the Measure stage. Tracking results helps you plan better content next time.

Program Launch Projects Board

Stages: Planning and Scope, Build Materials, Outreach and Enrollment, Post Launch

This board-style tracks tasks needed to prepare and launch a new program, from early planning through post-launch follow-up. Use this board type when rolling out a new initiative or service that involves multiple teams and timelines.

Create separate tasks for internal preparation and external outreach to ensure nothing is overlooked before launch.

Board Meetings Projects Board

Stages: Agenda and Pre Work, Board Pack, Logistics and Reminders, and Meeting Follow Up

This board-style supports planning and follow-through for board meetings, keeping preparation and follow-up organized in one place. Use this board type to manage recurring board meetings or committee meetings.

Add follow-up tasks immediately after meetings to prevent action items from drifting out of mind.

Annual Appeal Projects Board

Stages: Plan, Build, Execute, Report, and Debrief

This board-style tracks the full lifecycle of an annual appeal campaign, from early planning through post-campaign analysis. Use this type of board to coordinate messaging, assets, outreach, and reporting for your annual appeal.

The Debrief lane is where next year’s improvements can begin.

Annual Gala Projects Board

Stages: Planning, Sponsorship and Auction, Promotion and Ticket Sales, Logistics and Final Prep, Post Event

This board-style organizes the many moving parts of a gala or major event, from sponsorship outreach through post-event follow-up. Use this board type to keep event planning tasks visible and coordinated across teams.

Breaking large event tasks into smaller cards can help make progress visible and manageable.

Giving Tuesday Campaign Projects Board

Stages: Strategy and Plan, Build Assets, Launch and Execute, Follow Up and Stewardship, Done and Debrief

This board-style tracks planning and execution for a single-day campaign, including preparation, launch, and stewardship. Use this board type for time-bound campaigns with clear start and end points.

Stewardship after a one-day giving event is key to turning one-time donors into long-term supporters. Thoughtful follow-up that focuses on gratitude, transparency, and sharing impact helps build trust and encourage future giving.

Weekly Plan Projects Board

Stages: Backlog, This Week, Waiting On, Done

This board-style helps teams organize weekly work and manage dependencies. Use this type of board for short-term planning and team standups.

Clear the Done lane weekly so each week starts with a clean deck.