One outcome, one desk
Desk templates built around real work.
Each template names the source information, the views that help and the routine that keeps the desk current. Use the layout as a starting point, then remove what your work does not need.
30 templatesReal Plexii widgetsRole and task layouts
- Anyone who ends the week unsure what they have promised and what comes next
Weekly reset desk
a 30-minute weekly ritual laid out as one desk — dump every open loop onto a sticky, sort each into this week, later or drop, pick three for a card, then book the blocks. The desk
Build this desk → - Marketing teams
Content calendar desk
one Table is the calendar — the same rows seen as a month Calendar, as Kanban lanes by status and as a grid — with the campaign brief beside it, so the plan and the copy never drif
Build this desk → - Project managers
Project status report desk
the status report reads its evidence from the schedule on the same desk — float days left on a Stat card, a Chart of float by stage — so the RAG colour has visible numbers behind i
Build this desk → - Anyone going on leave
Project handover desk
the handover is the desk — the next person opens one place with the state of play, every open task with an owner and a date, the people to know and the files — plus a Resume note P
Build this desk → - Company secretaries
Board pack desk
a board pack is a deadline with many contributors; the desk tracks every paper by owner and due date, holds the timed agenda, the management report and the financials together, and
Build this desk → - Postgraduate and honours students
Literature review matrix desk
the matrix is a Table — one row per source, columns for method, sample, key finding, theme and gap — grouped by theme so the synthesis is written theme by theme in the Page beside
Build this desk → - Academic researchers and research students writing up a study for a journal or a thesis.
Research paper desk
the figure in the draft is drawn from the results Table on the same desk, so rerunning a model means updating rows and watching the chart redraw — and a submission checklist keeps
Build this desk → - University and college students writing an assessed essay.
Essay planning desk
the question sits on a Card at the top, each section of the Page has a word target in a Field beside it, and every quote goes into a Table with its page number the moment you read
Build this desk → - Students revising for exams
Revision timetable desk
revision planned from confidence as well as dates — a Table of every topic rated for confidence with sessions done, seen as a Calendar of sessions, a Chart of confidence by subject
Build this desk → - Primary and secondary teachers planning a unit of work.
Unit plan desk for teachers: lessons, resources and results together
the unit plan is shaped by last term’s results — a results Table and Chart sit beside the plan, each lesson is a row with its objective, activity and resources, and the lesson deck
Build this desk → - Freelance and in-house graphic designers working with a client on a logo
Creative brief and feedback rounds desk for designers
the brief and the agreed number of rounds stay in view while feedback arrives, and each round becomes a numbered change list in a Table — so ‘make it pop’ turns into specific chang
Build this desk → - Real estate agents and property managers running a sale campaign.
Property listing campaign desk
the weekly vendor report is written from evidence on the desk — buyer feedback and inspection numbers in a Table, a Chart of groups per open home, the property on a real map and th
Build this desk → - Start-up founders sending monthly or quarterly updates to investors.
Investor update desk
the metrics Table is the only place a number is typed — the Stat card, the Chart and the figure you quote in the update all read from it — so the update, the deck and the model sto
Build this desk → - Customer success managers and account managers responsible for renewals.
Customer renewal plan desk
renewal risk read from usage — a Table of active users by team at launch and now, Metrics that show where the drop is, and a plan with dated steps toward the renewal date. Distinct
Build this desk → - B2B sales reps and account executives running a multi-step deal.
Mutual action plan desk
a mutual action plan as a Table of steps owned by both sides, shown as a Gantt timeline to the close date, with the business case built from the pilot’s own numbers — and a read-on
Build this desk → - Recruiters
Recruitment desk
an interview scorecard designed once as a Custom block form and filled in the same way for every candidate, next to a pipeline Table shown as Kanban by stage and a Chart of where s
Build this desk → - HR managers and people leaders acting on an employee engagement or pulse survey.
Engagement survey action plan desk
results by team and question in a Table, a Chart that shows where scores moved, and every action as a task with an owner and a date — with listening sessions on the calendar — so t
Build this desk → - Event planners and anyone organising a conference
Event planning desk
a checklist counted back from the event date, a supplier Table with quotes and status, registrations charted against capacity, and on the day a run sheet with a Timer per segment.
Build this desk → - Grant writers
Grant application desk
each selection criterion is a row with its word limit and words drafted, so you can see which answers are over, under or missing; the budget, the guidelines PDF and the partner-let
Build this desk → - Executive assistants and office managers organising travel for an executive.
Executive business trip desk
one desk per trip holding the briefing document, the itinerary by city, the budget checked against the travel policy cap, every venue on a map and the people the executive will mee
Build this desk → - Accountants and bookkeepers preparing year-end accounts for small-business clients.
Year-end accounts desk
the queries list is the heart of year-end — a Table of every open question for the client with the amount, the date asked and its status — beside the draft accounts, a Chart that s
Build this desk → - Lawyers
Legal matter desk
a matter desk built around a chronology or claim-items Table that the advice memo cites line by line, with the key documents, only this matter’s mail and every deadline on one canv
Build this desk → - Management consultants
Consulting engagement desk
interviews captured as Voice notes with transcripts, a time-study Table and Chart that size the bottleneck, and the findings report and readout deck built on the same desk — so eve
Build this desk → - Agency account managers and client-services leads preparing a quarterly or annual client review.
Agency client review desk
the review is built from the year’s results Table and the budget sheet, charted on the desk and carried into the proposal — so the case for renewal is the evidence, side by side. D
Build this desk → - Product managers writing a PRD and deciding what goes on the roadmap.
Product requirements desk
the PRD is argued from a requests Table — counts by feature and segment charted beside it — and the same table becomes the roadmap in Gantt view and the delivery board in Kanban, s
Build this desk → - Tech leads and software engineers writing a design doc and preparing a release.
Technical design doc desk
the design doc’s claim is backed by the load-test Table and Chart on the same desk, and the rollout and rollback are drawn as a Flowchart before review — so reviewers see the evide
Build this desk → - UX researchers and designers running moderated usability tests.
Usability study desk
a session log Table records where each participant got stuck, a Chart shows the step that blocks the most people, and findings link to the evidence — so the team agrees which fix t
Build this desk → - Small-business owners planning a second location
Business expansion plan desk
the case for expanding made from your own sales Table and Chart, candidate sites on a map, fit-out costs in a sheet and the people you need (landlord, bank, accountant) — so the pl
Build this desk → - YouTubers and video creators planning
YouTube video desk
a video planned from your own past numbers — a Table of past videos’ retention charted beside the new script, a research and shot-list table, thumbnail options in a Gallery and a r
Build this desk → - Managers
Multi-project dashboard desk
one desk that looks into the others — a Portal per project desk (a live window you click to dive in), Tasks and Calendar widened to Everywhere, the Attention queue, and a project r
Build this desk →