Stackby How-to Guides

How to build different workflows for your teams with these easy to implement Stackby guides.

Mastering Workflow Management: A Comprehensive Guide with Templates [2025]

Workflow Management

Mastering Workflow Management: A Comprehensive Guide with Templates [2025]

A workflow is a series of tasks, processes, or steps designed to achieve a specific outcome. Workflow management is the process of implementing, optimizing and automating your workflows to increase productivity. Learn how you can master your workflows in this article.

Step by Step Guide on How to Build Forms in a Database 2025

Tips and Tricks

Step by Step Guide on How to Build Forms in a Database 2025

Stackby makes it easier for businesses to create forms in a database. Learn how to create advanced database forms in a snap, collect responses, and manage all form data in one place.

How to Create a Marketing Calendar

How to Create a Marketing Calendar

Managing your content and campaigns for your marketing team or agency? Learn step by step on how you can create your marketing calendars to manage your end to end marketing data and workflow effectively.

9 Easy Steps to Automate Invoice Creation in Stackby

Product updates

9 Easy Steps to Automate Invoice Creation in Stackby

Learn how you can automatically create invoices in bulk with our newly launched Page Designer app in Stackby.

How to Create Your Custom Task Manager

How to Create Your Custom Task Manager

Juggling with multiple tasks, projects and or clients at hand? Learn step by step how you can create your custom tracker and get things done in your team.

How to Automate Your Hiring or Recruiting Process (in 5 easy steps)

How to Automate Your Hiring or Recruiting Process (in 5 easy steps)

Learn step by step how you can automate your end to end recruitment process. HR managers and executives, are you there?

How to Build and Manage your Custom Sales Pipeline

How to Build and Manage your Custom Sales Pipeline

Manage your leads, contacts and opportunities by creating a custom sales pipeline for your business and track how your reps are performing.

How to Build a Custom Project Tracker

Project management

How to Build a Custom Project Tracker

Managing your internal or your client's projects with too many moving parts? Learn how you can create and customize your own project tracker and run it with your team to hit your project goals.

How to Create an Inventory Tracker for Effective Inventory Management

Tips and Tricks

How to Create an Inventory Tracker for Effective Inventory Management

Struggling to keep track of your stock or inventory and relying on manual spreadsheets or complicated ERP systems? Learn step by step on how you can build your custom inventory tracker for your business.

How to create a captivating product catalog database that sells?

Tips and Tricks

How to create a captivating product catalog database that sells?

Managing a retail business, a traditional manufacturing outfit, a marketing agency or an online e-commerce store, you need a product catalog to showcase your services or products to the right stakeholders. Learn how you can build a custom product catalog in less than 10 minutes.

How to create a custom CRM for your business from scratch?

How to create a custom CRM for your business from scratch?

Learn step by step on how to build a custom sales CRM for your business, regardless of your function or industry. Completely no-code.

How to build CRM in Excel (Steps & Templates)

How to build CRM in Excel (Steps & Templates)

If your company is outgrowing it's current system and you can't handle your leads effectively, here's how you can build a quick CRM in Excel with 6 easy steps + free templates inside.