Copyable creator template
A Research Board Template for Content Creators
This board template gives every source and claim a state, so a creator can reopen the project and understand what is ready, rejected, disputed, or still missing.
Ownership disclosure: ChatGrid publishes this template and supports a visual canvas, connected sources and chats, meaningful Cards, PDFs, scanned PDFs, and bounded short media context. Use public sources for the example and verify tool limits for your own files.
The direct answer
Use eight columns: Brief, Source Intake, Questions, Candidate Claims, Conflicts, Accepted Evidence, Outline, and Draft plus Review Queue. Give every source and claim a fixed card format, move items only when their exit rule is satisfied, and archive rejected claims with reasons. The template works on a digital canvas, in cards software, or on a physical board.
Create the board in under ten minutes
Make a wide board with eight labeled columns and a narrow Review Queue across the top. Put the project brief in the first column and pin the definition of done above it. Use one source per source Card and one factual assertion per claim Card. The constraint keeps later comparison possible.
Choose a simple state system: gray for unreviewed, amber for disputed or incomplete, green for accepted, and red for removed. Write the state in text as well as color. The board should remain readable to someone who cannot infer meaning from position or color alone.
Primary sources for this section
Column 1: Brief
The Brief Card contains audience, reader decision, deliverable, deadline, exclusions, and definition of done. Add three research questions and one ‘what would change our mind?’ question. A source belongs on the board only if it can answer one of those questions or challenge the planned conclusion.
Include a claims policy. For example: current product facts require a dated first-party page; numerical claims require the original dataset or report; direct quotes require exact playback or document review. Rules written at the start reduce convenient exceptions later.
Primary sources for this section
Columns 2–3: Source Intake and Questions
A Source Card needs ID, title, publisher, URL, publication or update date, source type, rights or access note, and relevance. Place the closest primary source first. Keep explanations and commentary, but label their role so they do not silently become the authority for a claim they merely discuss.
The Questions column holds source-specific prompts, not generic requests for a summary. Ask what the source says about the exact decision, where it says it, what it does not address, and which definitions or caveats control interpretation. Separate chats by source until the initial extraction is checked.
Primary sources for this section
Columns 4–5: Candidate Claims and Conflicts
A Candidate Claim Card contains a narrow paraphrase, source ID, locator, context note, and status. It enters the conflict column when another source disagrees, a newer source changes it, or the definition and scope do not align. Link both claims rather than overwriting the weaker-looking one.
Use a conflict note with five prompts: date, definition, scope, evidence, and authority. The goal is not to create more process around every sentence. It is to slow down the few disagreements that could change the content promise or reader action.
Primary sources for this section
Columns 6–7: Accepted Evidence and Outline
A claim can enter Accepted Evidence only when its original locator has been opened, context checked, wording narrowed to match support, and current status confirmed where necessary. Acceptance does not mean the source is infallible; it means the editorial team has enough support to use the claim within the recorded limits.
Build the outline by moving accepted claim IDs under reader questions. Each section should show its direct answer, evidence, practical implication, and limitation. If a desired section has no accepted evidence, create a research-gap Card. Do not ask a drafting model to invent connective facts to make the outline look complete.
Primary sources for this section
Column 8 and Review Queue: Draft, verify, release
Draft beside the outline and keep claim IDs in factual sentences until the final source audit. The Review Queue holds tasks that cross columns: verify a quote, replay a visual segment, recheck a dynamic fact, seek a counter-source, or resolve a broken link. Assign an owner and state even if one person performs every role.
Before release, trace the important draft claims backward, confirm visible citations, inspect unresolved amber Cards, and keep removed red Cards in an archive zone. Save a clean template separately from the completed board. A reusable blank makes the next project faster; a completed example shows how the rules behave under real ambiguity.
Blank board labels
Brief → Source Intake → Questions → Candidate Claims → Conflicts → Accepted Evidence → Outline → Draft. Review Queue spans the board; Removed Claims remain archived below.
Primary sources for this section
Continue the workflow
Sources and scope
These public primary sources ground the factual and methodological claims in this guide. Product behavior described for ChatGrid comes from the verified October 9, 2026 product-research gate; dynamic product facts should be rechecked on publication day.
- PROV Overview
World Wide Web Consortium
Primary overview of provenance concepts used to explain source and transformation trails.
- Creating helpful, reliable, people-first content
Google Search Central
Primary guidance on original value, clear sourcing, authorship, and descriptive titles.
- AI features and your website
Google Search Central
Primary guidance confirming that ordinary search fundamentals apply to Google's AI search features.
- Artificial Intelligence Risk Management Framework 1.0
U.S. National Institute of Standards and Technology
Primary framework used for the govern, map, measure, and manage verification pattern.
- Generative Artificial Intelligence Profile
U.S. National Institute of Standards and Technology
Primary guidance for treating generated content and citations as material that still requires evaluation.
- Mastering AI Risk: NIST's Risk Management Framework Explained
IBM Technology
Public captioned video used as a reproducible example source alongside the NIST report.
Frequently asked questions
What should a content research board include?
Include the brief, source intake, source-specific questions, candidate claims, conflicts, accepted evidence, outline, draft, review tasks, and an archive of removed claims.
How is this different from a mood board?
A mood board collects visual direction. This research board tracks evidence state and the source-to-draft trail behind factual content decisions.
Do I need special software for this template?
No. It works in a visual workspace, card-based project tool, spreadsheet with status fields, or on a physical wall. Preserve IDs and source locators whichever medium you choose.
Why keep removed claims?
An archive records what failed and why. It prevents unsupported claims from being rediscovered and reintroduced during later editing.
Put the method to work
Keep sources, questions, and accepted claims in view.
Start with public sources, use focused chats, and verify consequential claims against the originals before publishing.
Try a free ChatGrid board