How to use the Shift handover template

Start a board from it
Use this template opens a new Freero board with the Shift handover template on it (sign up free first). On a board you already have, open Templates in the toolbar and search for “Shift handover”.
Follow the instruction on the board
“Hand over face to face with the board open. The incoming shift reads it back in their own words before the outgoing shift leaves.”
Fill in each part
- Done this shift Finished and nothing more needed.
- Still in progress Started, with where it stands now.
- Watch out Risks, odd behaviour, anything fragile.
- Needs a decision What can’t wait, and who should decide?
Bring your team and your agents
Invite people to the board or share a link, and work on it together live. The timer is in the top bar, private mode and voting in the board menu, and Claude or ChatGPT can join through Freero’s MCP server.

Work on it with an AI agent

Connect an assistant once and it works on the board with you, with your permissions: by default it reads and proposes, and people decide.

You ask: “Fill in the Shift handover board from these notes.”
What happens It reads the board, then proposes sticky notes for it. Nothing changes until someone on the board accepts them.
You ask: “Group what we wrote into themes and list the actions.”
What happens It proposes clusters with a title each and task cards for the actions, labelled with its name and yours.

On-call handover
Hand the pager over cleanly: what happened this week, what’s still open, what to watch and what the next person needs to know.
Service runbook
What an on-call engineer needs at 3am for one service: how to tell it’s broken, first checks, safe fixes and who to wake.
SBAR handover
Pass on a patient’s situation in four short parts, so the person taking over hears the facts, your view and what you need.
Ward safety huddle
A ten-minute stand-up at the start of each shift: who is at risk today, what went wrong yesterday and what the team needs.
Patient safety incident review
Look at a patient safety event without blame: what happened, the factors around it and what the system should change.
Multidisciplinary case review
Bring every profession around one person’s case: updates, concerns, options and a clear decision with owners.