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Home Project

Category: Personal & Family

Home repair or improvement: scope, materials, quotes, timeline, decisions, warranty notes.

When to use this template

Use it when you are planning a home repair, remodel, or improvement — meeting a contractor, getting quotes, deciding on materials, scheduling work, or capturing the scope of a DIY. The structure is built to track what's in scope, what materials and costs were discussed, the timeline, what was decided, and what warranties or guarantees were promised. For trip planning, see Travel Planning. For money details, see Finance & Budget.

Fields captured

Project name — a working title (for example "Kitchen backsplash").
Problem or goal — what is being fixed or improved, and why.
Scope of work — what is in scope, in plain language.
Materials discussed — the specific materials mentioned.
Quotes or costs — vendor or person, amount, and what is included.
Timeline — start date, expected duration, key milestones.
Decisions made — what was decided in the conversation.
Open questions — unresolved items (for example "is the subfloor OK?").
Action items — concrete tasks with optional owner and due date.
Warranty or guarantee notes — what is covered and for how long.
Key takeaways — the AI's prioritized summary points.

The standard summary, attendees, and per-section summaries also apply.

Sub-views, role views, and pipeline artifacts

Sub-views: none.
Role views: none.
Pipeline artifacts: Email draft (recipient, tone, optional subject hint).
Study mode: not available.

Exports

PDF, DOCX, and Markdown render project metadata, scope, materials, and quotes (as a table) first. Timeline and decisions follow. Warranty notes get a dedicated block so they don't get lost. Open questions and action items appear at the end. Approved email drafts appear in exports too.