Solution Templates

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.

SWOT Analysis

Customize a proven strategic planning tool

Staff Plan Management

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

IT Requests and Ticketing

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

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.

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.

Personal Budget Management

Allocate, track, & visualize monthly finances

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.

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

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 ...

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

Employee Contact Lists

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

Simple Project with Budget

Assign work, track budget, and monitor status

Client Tracker

Track, manage, & monitor client relationships