All-in-one management platform for your projects and products

Manage your projects, product planning & roadmaps, sprints, user research and more

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Create Checklists on records

Create tasks on individual records and set reminders to close the deal. Get things done and never miss a beat.

Building blocks to get things done

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Customize your layouts between Kanban and Calendar

Slack Reminders

Stay on top of your projects and set in-app and slack reminders

Formulas

Various numerical, logical and date and time formulas to compute on your column data

Buttons

Send messages via buttons configured to send SMS or WhatsApp

Design your own process from 25+ column types

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Quick start from pre-built product and project templates

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User Research

For a company, managing its users’ experience is a very crucial task. To satisfy the users is the primary goal of any company to generate profit and keep the goodwill intact. Managing the users’ experience is essential for a company to take the product to the next level.

A user research template is an answer for effectively managing all the data and research done by the company to know the experience of the consumers. You can manage any qualitative and quantitative data in this user research template by Stackby. All you have to do is copy the data and apply it in the template; that’s it.

User research is typically done at the beginning of the project or any product development. It is done to know the perspective of the consumers and for the development of the product. There are two ways research is done:

  1. Qualitative: The type of research in which the information such as how a user thinks or feels. It is done to find the user’s opinion, emotions, and experiences.
  2. Quantitative: A quantitative data looks into numerical values, which can be read in a statistical form. It is generally used to quantify the opinions of the users.

In user research, both qualitative and quantitative data is collected and is analyzed for the research purpose. The study can be used to develop and perform an existing product or apply to a whole new product.

The need for user research is to find the answers to your questions. It tells you; who your users are? In what context will they be using the product, and what are their expectations from you? Stackby’s user research template helps you manage all your research separately for the individual user and keeps it saved for future purposes. 

To conduct some effective user research, you need to:

  • Take note of what your users do. 
  • Set upright questions in the questionnaire to get unbiased answers from the people/users.
  • Think from the user’s perspective and do not make assumptions beforehand.
  • Be ready to get surprised.

With Stackby’s User Research Template, you can keep track of all the research and the interview stack, your NPS score, and all those companies which took part in the research. 

Having a user research template has its advantages, which helps a company manage its research to develop the product or design and a new one. It is always good to know what people think of your company or your company’s products. And this template is there to help you with that.

Project Tracker

Looking for a method to ensure that your projects are completed and delivered to the clients on time? Do you want all your teams to communicate and collaborate seamlessly? Or do you want to improve project scheduling and enhance task management?

The answer to all your questions lies in project management.

What is project management? 

The process of planning, organizing, and managing multiple tasks to finish a project successfully and within the given deadline is called project management.

Every project needs a structure and plan. The length and complexity of this plan will depend on the nature of the particular project. Put in simple terms, the stages of such a plan include:

  • Understanding the client’s needs to set project goals and objectives.
  • Breaking down the project into individual tasks, assigning team members, allocating budget, and setting deadlines.
  • Working on the tasks according to the plan that has been formulated.
  • Tracking the work progress regularly and analyzing if it is per the original plan.
  • Finish and deliver the project and secure the client’s approval.
  • With project management, the entire process would be chaotic and challenging to handle.
  • With multiple projects from different clients, keeping track of the status of each one can be quite a hassle.

Stackby is here to your rescue! With our custom-made Project Tracker Template, you can rest assured that all your projects will be done on time and meet the client’s expectations.

Using Stackby’s Project Tracker Template, you will be able to:

  • Manage all your projects in one place.
  • Add notes to each project to get a more comprehensive understanding.
  • Check the category each project belongs to (Branding/ Digital/ Content/ etc.). 
  • Record the clients who have assigned each project.
  • Assign a team leader to each project to enhance accountability.
  • Track the team members responsible for each project.
  • Attach the project files to the template to provide easy access to all teams.
  • Monitor the start date and the due date for the project to ensure that it is turned in within the deadline given.
  • Record the tasks due to each project.
  • Track the current status of each task (To Do/ Doing/ Done) 
  • Monitor the total number of days spent working on each project.
  • Record the details of each client that has collaborated with your company.
  • Store contact details of your clients to avoid any communication gaps.
  • Check if each task has been completed or not, and monitor the due date of the same.
  • Monitor and update your project and task details in the project tracker  as and when required.

Regardless of the size and nature of your business, with our Project Tracker Template, you can track your projects from start to finish with minimum effort and maximize your growth and revenue!

Bug Report

While developing a software, app, or website, if there is an issue with the design, coding, or other specifications, it may lead to incorrect or invalid results. Such an issue is termed as a bug. It hampers the usability of your product and has a severe impact on user experience. 

Consider the following scenario. You have downloaded an app from the play store. However, you are not able to log in. The application may not be displaying notifications. These are just a few examples of the glitches one might face. Isn’t there a high probability that you will switch to another app that meets your requirements?

The answer is yes. This is why it is imperative for any company producing technology products to identify and fix any bug issues at the earliest.

How will efficient bug tracking and fixing help you?

  • Improves the quality of your company’s product and enhances user experience, which, in turn, produces loyal and long-lasting customers.
  • Reduces the cost of development and leads to a high return on investment. 
  • Increases your customer base and referral rate. People are more likely to refer your product to others if they’ve had a seamless experience using it. 
  • Identifies and isolates the areas of your product that report the maximum number of bugs. This will help you concentrate your resources on a particular aspect of the product. 

A well-planned and executed QA process will uncover almost all the defects of your product so that they can be fixed beforehand. What are the four key steps involved?

  1. Bug detection
  2. Bug reporting
  3. Bug fixing
  4. Product testing & Release 

To ensure that your product is bug-free, you must keep track of each issue from the detection to the final testing phase. This process can be quite tedious and cumbersome. That is why Stackby has a Bug Issue Tracker Template! Using our bug report template, you will be able to:

Keep track of each bug issue from start to finish and maintain a detailed issue log.

  • Assign an bug issue ID for better tracking.
  • Record the date and time on which the bug was reported.
  • Track the source of the report (User email/ Internal QA/ Beta user/ Customer Demo).
  • Keep track of the current status of the bug issue (Not yet started/ WIP/ Completed/ Testing).
  • Add a priority status to each issue (High/ Medium/Low).
  • Assign a lead to every bug issue reported.
  • Record the notification status of the issue.
  • Track the module under which the bug has been reported (Registration/ Login/ User Invitation/ Notification/ Layout).
  • Keep track of your entire team responsible for fixing bug-related issues.

With Stackby’s bug report or issue log template, you can rest assured that all your bug reports will be analyzed and fixed at the earliest! Talking to your users is most important, if you're managing user research - check out this template as well. 

Product Roadmap

In this ever-changing world, new and creative products are entering the market every day. To keep up with the current trends and maximize their revenue and profit, companies need to continuously adjust and adapt their products and services according to customers’ requirements and demands everywhere.

Companies design and develop new products with added features to attract new customers and retain potential customers. So, the question arises. How do companies do that? The answer lies in product planning.

Product planning is the process of searching and developing new ideas for a product, sorting out the best and profitable ideas, planning their development, converting them into actual products, and introducing them in the market after extensive marketing campaigns.

Product planning is not the sole responsibility of one person. It requires intricate planning and seamless coordination between multiple departments of the company. The process of product planning is a continuous and dynamic one.

Each step is carefully planned and allocated to different teams according to the company’s overall goal and objective. From research and development to customer service, the success of a product is dependent on the proper functioning of each department.

To plan and create a product, a company formulates an overall high-level strategy called a theme. To execute this plan, it is broken down into multiple additional steps or epics, which are small strategic plans themselves. Each epic is further broken down into user stories, representing a small unit of development work that allows a user to complete a task or goal in the product.

Epics, themes, and stories are used to classify the amount of work in a product plan. A particular epic has one common objective. It could be a feature, business requirement, or a customer request. In other words, it is a placeholder for a required feature. An epic takes more than one sprint to complete.

If there are multiple user stories with the same focus area, product planners create an epic and attach the stories to a particular epic.

However, keeping track of the multiple stages of product development is a time-consuming and challenging task. Looking for a product roadmap template to make your job easier?

Well, don’t worry! Stackby is here to your rescue. We have created a state-of-the-art Product Roadmap Template to assist you with your product plan. With this product roadmap template, product development will now seem like a walk in the park.

Using Stackby’s product roadmap template, you will be able to:

  • Track your product planning roadmap and milestones on a single interface.
  • Record each epic created and attach a description and the corresponding story.
  • Track each story and attach an ID to the same. You can also track its current status. 
  • Monitor the start date and end date of each sprint and its current status.
  • Use the template’s in-built calendar to monitor the releases.
  • Record the planned and actual release date. 

Monitor and update all the details of your product planning process with this product roadmap template. 

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