Solution Templates Search Filter Filter results Complexity Medium Low High Clear filters Business Budget Management 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. Complexity: Medium Project Intake 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. Complexity: Medium Client Tracker Track, manage, & monitor client relationships Complexity: Low Simple Project with Budget Assign work, track budget, and monitor status Complexity: Low Employee Contact Lists The Employee Contact List template set helps you easily manage critical employee information and organize it by department or role. Complexity: Medium Professional Development Tracker 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 Complexity: Medium Asset Management 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. Complexity: Medium Staff Plan Management With the Staff Plan Management Template Set, you can quickly track your team’s allocated hours across multiple projects. Complexity: Medium Team Productivity Hub Improve team productivity by effectively surfacing information during recurring meetings, following up on action items, and managing a centralized team directory and resource repository Complexity: Medium Internal Communications Management The Internal Communications template set provides a structure to source, track, and manage internal communications to ensure a varied and dynamic communications strategy Complexity: Medium Cost Tracking 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 Complexity: Medium Sales Pipeline Tracking and Reporting The Sales Pipeline Tracking and Reporting template set provides sales leadership with visibility into the sales pipeline across your organization. Complexity: Medium Personal Budget Management Allocate, track, & visualize monthly finances Complexity: Medium New Employee Onboarding The New Employee Onboarding template set provides a structure to track and manage onboarding, so new employees get up and running quickly. Complexity: Medium Expense Tracking and Reporting 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. Complexity: Medium Employee Pulse Check 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. Complexity: Medium Objective and Key Result Tracker 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 Complexity: Medium Ticket Management Manage any volume of tickets in one place Complexity: Medium Product Development Roadmap Organize critical components in your product release process keeping your team on target. Using the pre-built form, track and manage new product requests. Complexity: Medium Event Planning (In-Person & Virtual) 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 Complexity: Medium IT Requests and Ticketing The IT Requests and Ticketing template set helps streamline IT requests and track outcomes and team performance. Complexity: Medium Team PTO & Absence Management "Track and identify team shortages" Complexity: Medium Individual Productivity Hub 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. Complexity: Medium Agile Backlog and Sprint Planning The Agile Backlog and Sprint Planning template set provides an easy way to track sprints and development backlogs using agile methodology. Complexity: Medium Pagination Load more
