Virtual assistant task board template
A VA and their client live or die by one question: what's the current list? When the list lives in email threads, it's nowhere. A shared board makes it one place — requests in, finished work out, blockers impossible to miss.
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How to use this template
The client drops every request into Requests — no formatting, just cards. You pull a realistic set into This week each Monday. Anything needing the client's input goes to Waiting on you, which quietly ends the “just following up” emails.
Built for a duo? See Simpleban for freelancers. Every board syncs live between two people, works offline, and supports handing cards to each other.
Questions, answered
- Why not just manage VA tasks over email?
- Email hides state: neither of you can see the whole workload, and blocked items sink. On a board, the client sees progress without asking and you see priorities without guessing.
- Is one board enough for a VA with several clients?
- The free plan pairs you with one person, so it fits one client at a time; your other boards can stay private. Sharing boards with more clients is coming soon on flat-rate plans — never per seat.
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One click, one email, one password — and this exact board is waiting in your account.