Event Plan & Budget
Plan and manage every detail of executing your event, conference, or show: due dates, task completion status, budget, and actual spend. Easy to share and update with event team, remote colleagues, and key vendors.
Sales Pipeline by Probability
Collaborate with reps on your sales pipeline. View and track key info on each opportunity, including estimated deal value, close date, probability of close, sales stage and status, contact info, next steps.
New Hire Checklist
Track all the detailed documents required to bring new employees on board – signed offers, W-4 forms, benefits enrollment – and make sure each document gets to the right place to complete the task.
Time Tracker for Client Projects
Track and approve worker hours on projects in prep for invoicing. With simple web form, ideal for mobile staff to log details for central billing, or for tracking time against multiple internal company projects.
Feature Prioritization & Roadmap with Gantt
Organize and analyze feature priorities for your product by category, market weight, and number of requests. Gantt chart allows you to visualize timing and assess tradeoffs.
IT Office Relocation Planning
Plan and track IT-specific moving tasks for an office or server hosting facility, organized by function and lead time. Enter your move-in date and template will automatically assign task dates.
Help Desk Ticket Tracker
Log, track, and resolve help requests with this tracking sheet. Publish a form to your web site or intranet, then share and work through the sheet with your help desk staff to ensure each item is handled quickly and thoroughly.
Project with Schedule & Budget Variance
Track project and budget performance in one sheet. Includes status summary, budget and schedule variance, and Gantt chart with dependencies. Compare estimated and actual labor, materials, and other costs.
Corporate Strategy Planner
Provides a single place for exec teams to develop a corporate strategy and track stakeholder approval of vision, mission, objectives, and tactical initiatives. Share across senior management, department heads, and board.
Daily Task Manager
Organize your daily to-dos by priority. Check an item as complete and it will strike through. Past due dates appear in red text, upcoming dates appear in yellow shading.
Monthly Budget Tracker
Track categorized expenses to stick to goals for monthly spending, savings, and debt repayment. Modify and move line items, set monthly bill payment alerts, link to payment web sites, and attach receipts for one-stop record-keeping.
