How to use board framework templates in Vaiz

Framework templates give you a ready-made board structure based on popular project management methods. Each template comes with predefined groups and task types that you can customize to fit your workflow.

These templates are pre-configured setups built around popular project management frameworks, helping your team get started faster while keeping full freedom to adjust. Check the framework library or browse the full template library for the latest options.

Each template includes default groups (columns) and task types (labels) tuned for the chosen methodology — but you can freely add new groups or types both during board creation and later as your process evolves.

Step 1: Open the board templates

In the top-left corner, select the Space where you want to work. From the left sidebar, open Projects and select the project where you want to create a board.

Inside the project, go to Boards and click Add board.

In the board creation window, click Start creating. If you don't want to see this introduction the next time you create a board, uncheck Show every time.

Step 2: Select a framework

In the template library, select Frameworks from the menu on the left.

Here you can choose from Scrum-style, Kanban, Waterfall, Sociocracy 3.0, Objectives and Key Results (OKR), RACI Matrix, RAID Log, and Product Trio.

Below you'll find an overview of each framework and how it is set up in Vaiz.

Scrum-style

What it is:

• Scrum is one of the most widely used agile frameworks. It’s designed for iterative work and short delivery cycles — “sprints” — where teams plan, execute, review, and improve continuously.

Select Scrum-style, then click Continue.

How it works in Vaiz:

• The Scrum-style board in Vaiz reflects the full sprint flow with stages from Backlog to Sprint Results. Default task types cover different areas of work, including Bug, Frontend, Backend, and DevOps.

On the Configure board screen, you can change the board name, add groups, or create additional task types.

Click Create board when you're ready.

Kanban

What it is:

• Kanban focuses on continuous delivery and transparency of work. It’s ideal for teams that want to visualize flow, limit work in progress (WIP), and reduce bottlenecks.

Select Kanban, then click Continue.

How it works in Vaiz:

• The Kanban board includes stages like Backlog, In Progress, and Review, with a WIP limit built into the In Progress group. Task types use size indicators from XS to XXL to help distinguish the relative scope of tasks.

Review the default setup and make any changes you need, then click Create board.

Waterfall

What it is:

• Waterfall is a linear project management model where each phase follows the previous one in sequence. It’s a natural fit for traditional teams, client projects, or structured agency workflows.

Select Waterfall, then click Continue.

How it works in Vaiz:

• The Waterfall board divides work into sequential phases from Requirements Gathering & Analysis through System Design, Implementation / Development, Testing / Quality Assurance (QA), Deployment / Release, and Maintenance & Support.

You can change the board name and customize the predefined groups or task types before clicking Create board.

Sociocracy 3.0

What it is:

• Sociocracy 3.0 is a governance framework for decentralized organizations. It focuses on shared ownership, consent-based decision-making, and continuous learning.

Select Sociocracy 3.0, then click Continue.

How it works in Vaiz:

• The Sociocracy 3.0 board includes groups for different stages of governance work, from Information and Drivers / Tensions to Consent Review, Agreed, and Retrospective Archive. Task types include Driver, Proposal, Project, Policy, and Experiment.

Customize the setup if needed, then click Create board.

Objectives and key results (OKR)

What it is:

• OKR is a goal-setting framework for aligning teams around measurable outcomes. It’s widely used to connect strategic objectives with actionable key results.

Select Objectives and Key Results (OKR), then click Continue.

How it works in Vaiz:

• The OKR board provides a workflow from Backlog and Todo through In Progress, Review, and Done, with additional groups for work that is on hold, parked, or archived. Task types use size indicators from XS to XXL.

Review the setup and customize it as needed, then click Create board.

RACI Matrix

What it is:

• RACI is a responsibility assignment framework that maps four roles to every task or deliverable: Responsible (does the work), Accountable (owns the outcome — only one person), Consulted (gives input before decisions), and Informed (notified after). It eliminates confusion about ownership on cross-functional work.

Select RACI Matrix, then click Continue.

How it works in Vaiz:

• The RACI matrix board uses project lifecycle phases as columns — Planning, Design, Development, Testing, Deployment, and Maintenance. Task types cover governance items like Decision, Deliverable, Meeting, Review, and Approval, and custom fields for each role let you assign R/A/C/I directly on every item.

Review the setup and customize it as needed, then click Create board.

RAID Log

What it is:

• RAID stands for Risks (potential threats), Assumptions (unverified beliefs), Issues (current problems), and Dependencies (external blockers). A RAID log centralizes all four so teams can spot what might derail delivery before it does.

Select RAID Log, then click Continue.

How it works in Vaiz:

• The RAID log board uses lifecycle columns from Open to Closed, with task types for each RAID category. Custom fields like Probability, Impact, Owner, Mitigation plan, and Trigger turn the board into a full risk register, and Related tasks links RAID items to the delivery work they affect.

Customize the board name, groups, or task types if needed, then click Create board.

Product Trio

What it is:

• Product Trio is a continuous discovery approach that brings together product management, design, and engineering. The trio works collaboratively to understand opportunities, test assumptions, and develop solutions around a shared product outcome.

Select Product Trio, then click Continue.

How it works in Vaiz:

The Product Trio board follows the discovery process from Outcome and Opportunities through Solutions, Assumptions, Testing, and Validated, then into Building and Shipped. Task types include Outcome, Opportunity, Solution, Assumption, Experiment, Interview, Insight, and Decision.

Customize the board name, groups, or task types if needed, then click Create board.

How to choose the right framework

Choose a framework based on how your team organizes and tracks work:

• Scrum-style works well for teams using short delivery cycles and sprints.
• Kanban is designed for continuous workflows and WIP management.
• Waterfall suits projects that move through predefined phases.
• Sociocracy 3.0 supports consent-based governance.
• OKR helps teams organize work around objectives and measurable results.
• RACI Matrix helps clarify responsibility across teams.
• RAID Log provides a structured way to track risks, assumptions, issues, and dependencies.
• Product Trio supports continuous product discovery and validation.

All framework boards can be customized after creation, so you can adjust the initial structure as your workflow evolves.

Finish creating your board

After configuring the selected framework, click Create board. Once the board is created, click Open board to start working with it, or Dismiss to close the confirmation window.

Note: for the full walkthrough, see How to create a board.

The new board will appear under Boards in the project sidebar with the groups and task types included in the selected framework.