Solution Templates

The Business Budget Management template set helps you track monthly actuals against budget goals so you can tightly manage your financial performance and ensure your business stay on track.

Track consulting projects, view project status, get notified when new projects are submitted and get an overall view of all of your current consulting projects.

Track, manage, & monitor client relationships

Assign work, track budget, and monitor status

The Employee Contact List template set helps you easily manage critical employee information and organize it by department or role.

The Professional Development Tracker template set enables you to define and schedule goals, track progress and detailed actions, and plan for mentorship and management guidance

Optimize and streamline your asset management process. Using the pre-built form, develop an inventory of assets, track their locations and conditions real-time with the included dashboard.

With the Staff Plan Management Template Set, you can quickly track your team’s allocated hours across multiple projects.

Improve team productivity by effectively surfacing information during recurring meetings, following up on action items, and managing a centralized team directory and resource repository

The Internal Communications template set provides a structure to source, track, and manage internal communications to ensure a varied and dynamic communications strategy

The Cost Tracking template set allows you to track and manage incoming requests for business reimbursements so that you can stay organized, even when faced with unexpected expenditures

The Sales Pipeline Tracking and Reporting template set provides sales leadership with visibility into the sales pipeline across your organization.

Allocate, track, & visualize monthly finances

The New Employee Onboarding template set provides a structure to track and manage onboarding, so new employees get up and running quickly.

The Expense Report and Tracking template sets provides an easy and scalable way for finance teams to collect expenses, gain manager approval, and track refunds.

Quickly set up employee surveys to check in on morale and gather feedback from your employees so you can understand where you are having success or where you need to spend additional time.

Implement the OKR tracker - a proven instrumental framework for helping thousands of organizations define their strategic vision and ensure that all activities move them towards it

Manage any volume of tickets in one place

Organize critical components in your product release process keeping your team on target. Using the pre-built form, track and manage new product requests.

Empower marketers and event planners to transition to virtual events, and align, track and report on the strategy and planning that leads to successful events

The IT Requests and Ticketing template set helps streamline IT requests and track outcomes and team performance.

"Track and identify team shortages"

Individual Productivity Hub designed around the Eisenhower Matrix to help you decide on, prioritize, and align tasks to help you become more productive in your daily activities.

The Agile Backlog and Sprint Planning template set provides an easy way to track sprints and development backlogs using agile methodology.