IT and Operations Templates

Managing student and teacher information efficiently is essential for schools, educational institutions, and training centers. Traditional methods like spreadsheets and paper records can lead to disorganized data, making it difficult to track student progress, teacher details, and communication history. Stackby’s School CRM Template provides a centralized platform to manage students, teachers, and communication logs, ensuring seamless coordination and data accessibility. With structured tables for Students, Teachers, and Communication Logs, schools can maintain detailed records, improve engagement, and enhance administrative efficiency. Why Use This School CRM Template? Schools and institutions often struggle with fragmented student and teacher records. This template helps in: Keeping all student and teacher details organized – Avoid scattered records and manual tracking. Enhancing communication transparency – Log all interactions between teachers, students, and parents. Automating administrative workflows – Reduce paperwork and streamline processes. Providing a structured approach to CRM – Track progress, queries, and communication history efficiently. How This Template Works in Stackby The School CRM Template consists of three key tables: Students Table – Maintain comprehensive student records, including personal details, enrollment information, and academic progress. Teachers Table – Track teacher profiles, subjects handled, schedules, and availability. Communication Log Table – Log student-teacher interactions, parent communications, and important notes. Key Features & Benefits Centralized Student & Teacher Database – Store all records in one place. Communication Tracking – Maintain a transparent log of interactions. Easy Search & Filters – Quickly access student or teacher data. Customizable Fields – Adapt the template to your school’s specific needs. Improved Coordination – Enhance collaboration between teachers, students, and parents. Who Can Benefit from This Template? Schools & Colleges – Keep student and teacher records structured. Training Institutes – Manage enrollment and instructor details. Education Administrators – Track student progress and communication history. Getting Started Copy the School CRM Template into your Stackby account. Enter student and teacher details in their respective tables. Use the Communication Log to track interactions and maintain transparency. Apply filters and search functions to retrieve specific records quickly.

Public relations (PR) is an essential part of brand communication, helping businesses build credibility, engage with media, and manage public perception. Whether you're handling press releases, tracking media interactions, or managing outreach campaigns, staying organized is crucial. The Public Relations Template by Stackby offers an all-in-one system to streamline your PR activities, ensuring your team stays on top of every media engagement. Designed for PR professionals, agencies, and corporate communication teams, this template enables efficient tracking of press contacts, media coverage, and campaign effectiveness, all in one place. Why Use the Public Relations Template? Managing PR efforts involves coordinating multiple tasks, such as: Tracking media contacts and journalists Planning and executing PR campaigns Managing press releases and announcements Monitoring media coverage and mentions Recording interactions and follow-ups Without a structured system, it’s easy to lose track of conversations, deadlines, and media relationships. This template centralizes all PR activities, allowing teams to manage communication seamlessly and ensure a strategic, data-driven approach. How the Public Relations Template Works in Stackby This template includes structured tables tailored for PR professionals to organize and monitor campaigns effectively: 1. Media Contacts Table Maintain a database of journalists, bloggers, and media outlets Store contact details, social media profiles, and publication history Track past interactions and outreach status 2. Press Releases & Announcements Table Plan, draft, and schedule press releases Assign responsible team members for content creation and distribution Monitor publication dates and media pickups 3. PR Campaigns Table Organize and track ongoing PR initiatives Define campaign objectives, target audience, and key messaging Assign tasks and track progress in real-time 4. Media Coverage Tracking Table Log media mentions, articles, and news coverage Categorize coverage as positive, neutral, or negative Monitor brand sentiment and analyze PR impact 5. Interaction Log Table Record emails, calls, and meetings with journalists and influencers Track follow-ups to ensure timely engagement Improve relationship management with organized notes and communication history Each table offers customizable views, automation, and integrations to streamline PR workflows. Key Features & Benefits Comprehensive Media Contact Management: Keep a well-organized database of press contacts with key details and engagement history. Effortless PR Campaign Tracking: Plan, execute, and monitor multiple PR campaigns simultaneously. Automated Follow-Ups: Set reminders and track journalist interactions to ensure consistent outreach. Press Release Organization: Manage, schedule, and distribute press announcements efficiently. Media Monitoring & Sentiment Analysis: Keep track of how your brand is being covered in the media and assess impact. Collaboration & Real-Time Updates: Share data with team members and work together seamlessly. Who Can Use This Template? Public Relations Agencies: Manage client PR campaigns and media relations efficiently. Corporate Communications Teams: Streamline internal and external communications. Marketing & Branding Teams: Enhance brand visibility and engagement through structured PR efforts. Startups & Small Businesses: Build strong media connections and execute impactful PR strategies. How to Get Started with the Public Relations Template Sign up for Stackby and access the Public Relations Template. Customize tables to align with your PR strategy. Add media contacts, campaign details, and press release schedules. Use Stackby’s automation to set reminders for follow-ups and monitor media mentions. Collaborate with your team to ensure smooth execution of PR campaigns. With Stackby’s intuitive platform, managing PR efforts becomes more strategic, organized, and impactful.

Keeping equipment in top-notch condition is essential for any business that relies on machinery and tools. Regular maintenance ensures longevity, prevents breakdowns, and saves money in the long run. Stackby’s Equipment Maintenance Template is designed to help you organize, schedule, and track maintenance tasks efficiently. Whether you're managing a small workshop or a large industrial facility, this template will help you stay on top of all your maintenance needs. Why Use the Equipment Maintenance Template? Streamline Your Maintenance Process Managing maintenance schedules and tasks can be overwhelming, especially when dealing with numerous pieces of equipment. Stackby’s equipment maintenance log template provides a clear and organized way to track all your maintenance activities. This helps ensure that nothing falls through the cracks and that all equipment receives the attention it needs. Prolong Equipment Lifespan Regular maintenance is key to extending the lifespan of your equipment. By keeping detailed records of all maintenance activities, you can ensure that your machinery is always in optimal condition. This not only prevents costly breakdowns but also maximizes the return on your investment. Improve Efficiency and Safety Well-maintained equipment operates more efficiently and safely. This equipment maintenance schedule template helps you schedule regular maintenance checks, reducing the risk of accidents and ensuring that your equipment performs at its best. This can lead to improved productivity and a safer working environment. Customizable and User-Friendly Every business has unique maintenance needs. Stackby’s template is fully customizable, allowing you to tailor it to fit your specific requirements. Add custom fields, adjust layouts, and organize data in a way that works best for you. The user-friendly interface makes it easy for anyone on your team to use. Who Can Benefit from This Template? Manufacturing Plants Manufacturing plants with numerous machines and equipment can use this template to schedule and track maintenance tasks. This ensures that all machinery is well-maintained, reducing downtime and improving overall productivity. Construction Companies Construction companies rely heavily on their equipment. This template helps track maintenance for everything from heavy machinery to smaller tools, ensuring that all equipment is safe and ready to use on job sites. Small Workshops Small workshops can benefit from this template by organizing their maintenance tasks in one place. This helps keep all equipment in good working condition, preventing unexpected breakdowns that can disrupt operations. Facilities Management Facilities managers overseeing large buildings or campuses can use this template to schedule and track maintenance for various equipment and systems. This ensures that all facilities operate smoothly and efficiently. IT Departments IT departments can use this template to track maintenance for servers, computers, and other hardware. Regular maintenance helps prevent technical issues and ensures that all systems are running efficiently. Benefits of Using Stackby’s Equipment Maintenance Template Organized Maintenance Schedules Keep all your maintenance tasks organized in one place. This template helps you schedule regular maintenance, track completed tasks, and plan upcoming activities, ensuring that every piece of equipment gets the attention it needs. Detailed Maintenance Records Maintaining detailed records of all maintenance activities helps you monitor the condition of your equipment over time. This information is invaluable for making informed decisions about repairs, replacements, and upgrades. Increased Equipment Reliability Regular maintenance reduces the risk of unexpected breakdowns, ensuring that your equipment is always ready when you need it. This increases reliability and helps you maintain consistent operations. Cost Savings Preventative maintenance is often less expensive than emergency repairs. By staying on top of maintenance tasks, you can avoid costly breakdowns and extend the lifespan of your equipment, saving money in the long run. Enhanced Safety Well-maintained equipment is safer to use. This template helps you ensure that all safety checks are completed on time, reducing the risk of accidents and creating a safer working environment for your team. Customizable to Your Needs Every business has unique maintenance requirements, and Stackby’s template is designed to be fully customizable. Add the fields and information that are most important to you, ensuring that the template fits your specific needs and evolves with your business. Managing equipment maintenance doesn’t have to be a headache. Stackby’s Equipment Maintenance Template provides the tools you need to organize, schedule, and track all your maintenance tasks efficiently. Whether you're managing a manufacturing plant, a construction company, a small workshop, or any other type of facility, this template will help you keep your equipment in top-notch condition. Start using Stackby’s Equipment Maintenance Template today and take the hassle out of equipment maintenance! 

Managing a college schedule can be overwhelming, with multiple classes, assignments, and deadlines to keep track of. A well-structured schedule helps students stay organized, plan their coursework effectively, and balance academics with extracurricular activities. The College Schedule Template in Stackby offers a structured and flexible way to manage your class timetable, assignments, study sessions, and important deadlines. Whether you're tracking lecture schedules, exam dates, or project deadlines, this template simplifies academic planning and ensures nothing falls through the cracks. Why Use a College Schedule Template? Without a structured schedule, students often struggle to keep up with coursework, leading to missed deadlines, last-minute cramming, and increased stress. The College Schedule Template provides: A centralized system to plan and organize class schedules. Easy tracking of assignments, exams, and deadlines. Customizable views to manage daily, weekly, and semester plans. Automated reminders to stay on top of important tasks. A clear overview of workload to improve time management. How This Template Works in Stackby This College Schedule Template is built with structured tables, making it easy to organize and access all academic activities in one place. Key Tables in the College Schedule Template Class Schedule Table – Organize all your courses by day, time, and instructor. Assignments Table – Track due dates, priorities, and completion status of assignments. Exams Table – Plan and prepare for upcoming tests with scheduled study sessions. Study Plan Table – Set study goals and monitor progress for effective time management. Each table is fully customizable to match your academic requirements. Key Features & Benefits 1. Organize Your Class Schedule Input all course details, including subject name, professor, time, and location. Get a visual calendar view of your weekly or monthly schedule. Avoid scheduling conflicts with an easy-to-update format. 2. Keep Track of Assignments & Deadlines Maintain a list of assignments with deadlines and priority levels. Update the status of each task to stay on track with coursework. Receive automated reminders for upcoming submissions. 3. Plan & Prepare for Exams Schedule exam dates, study sessions, and review materials in advance. Allocate study time effectively using the Study Plan Table. Monitor progress and ensure you're prepared for every test. 4. Customize Views for Better Organization Use a calendar view to visualize your schedule. Filter by subjects, assignment due dates, or study priorities. Customize fields to add notes, links, or additional resources. 5. Enhance Time Management & Productivity Balance academic responsibilities with extracurricular activities. Prioritize tasks efficiently to avoid last-minute stress. Plan ahead and stay organized throughout the semester. Who Can Benefit from This Template? The College Schedule Template is ideal for: College Students – Manage course schedules, assignments, and deadlines. Professors & Instructors – Plan lecture schedules and track student tasks. Study Groups – Collaborate on assignments and schedule group study sessions. Parents & Advisors – Help students stay on track with their academic workload. How to Get Started with the Template Import the College Schedule Template into Stackby. Customize Your Course Details – Add subjects, professors, and schedules. Add Assignments & Exam Dates – Set deadlines and study priorities. Use Calendar & List Views – Visualize your weekly or monthly plan. Automate Reminders – Set alerts for assignments and exam preparation.

IT Service Desk Template: Streamline IT Support and Ticket Management In today's fast-paced digital environment, IT service teams need a structured system to track, manage, and resolve technical issues efficiently. The IT Service Desk Template in Stackby offers a seamless way to organize IT tickets, prioritize requests, and ensure quick resolutions—all within a customizable, no-code platform. Whether you're an IT administrator, a service desk manager, or part of an in-house IT team, this template helps improve response times and enhance customer satisfaction. Why Use the IT Service Desk Template? IT teams often face challenges like scattered ticket tracking, lack of prioritization, and delayed issue resolution. This template helps by providing a centralized system where you can: Log and categorize IT support tickets. Assign tickets to team members for resolution. Set priority levels and deadlines. Track ticket status from creation to resolution. Generate reports for performance analysis. By leveraging Stackby’s automation, integrations, and collaboration features, this template ensures that no IT request falls through the cracks. How the IT Service Desk Template Works in Stackby This template consists of key tables that help organize and streamline IT support: 1. Tickets Table The Tickets table acts as the core of the IT service desk, allowing you to log and track IT issues efficiently. It includes columns for: Ticket ID – Unique identifier for each IT request. Requester Name & Department – Helps IT teams understand the requestor’s role and urgency. Issue Description – Detailed explanation of the IT problem. Priority Level – Low, Medium, High, or Critical, ensuring important issues are handled first. Status – Tracks progress from Open, In Progress, Resolved, or Closed. Assigned Technician – Specifies the IT support team member responsible for the request. Resolution Notes – Helps document solutions for future reference. 2. Technician Directory The Technician Directory table contains details of IT support staff, including: Name and role within the IT team. Contact information. Expertise (e.g., hardware, software, networking).This ensures that tickets can be assigned to the right technician based on their area of expertise. 3. Ticket Status & Prioritization This table provides a dashboard-like view of ticket statuses. It helps IT teams monitor trends, track urgent issues, and identify backlog areas. Key Features & Benefits Centralized Ticket Management: Keep all IT support tickets in one place for easy tracking. Automated Notifications: Set up alerts for new tickets, status changes, and upcoming deadlines. Customizable Fields & Views: Tailor the template to your IT service desk’s unique workflow. Collaboration & Assignment: Easily assign tickets to IT staff and track progress. Data-Driven Insights: Generate reports to analyze performance, identify bottlenecks, and improve efficiency. Real-World Use Cases Corporate IT Teams: Manage internal IT support requests across departments. Managed IT Service Providers (MSPs): Track client IT issues and ensure timely resolutions. Help Desk Support Teams: Organize and streamline incoming tickets for a better response system. Educational Institutions & Universities: Handle IT-related queries from students and faculty. Getting Started with the IT Service Desk Template Set Up Your IT Team Directory: Add IT technicians, their expertise, and contact details. Log IT Requests: Start adding tickets as they come in, with all relevant details. Assign & Prioritize Tickets: Assign tickets based on technician availability and expertise. Monitor & Resolve: Track ticket progress, update statuses, and document resolutions. Analyze Performance: Use reports to improve response times and IT service quality.

Task and Issues Template: Simplify Project Management & Team Collaboration Managing tasks and tracking issues efficiently is critical for any team or business. Without a structured system, project workflows can become chaotic, deadlines may be missed, and communication gaps can slow down progress. That’s where a Task and Issues Tracker comes in handy. With Stackby’s Task and Issues Template, you can seamlessly organize your work, track progress, assign responsibilities, and ensure timely resolution of tasks and issues. This template is designed to help teams enhance productivity, manage workloads efficiently, and stay aligned with project goals. Why Use a Task and Issues Template? Managing multiple tasks and resolving issues requires a streamlined approach. Here’s how this template benefits teams: Organized Task Management: Keep track of tasks, priorities, and deadlines in one place.ssue Tracking & Resolution: Identify, log, and address project blockers quickly.Seamless Collaboration: Assign tasks, update statuses, and improve team communication.Automated Workflows: Reduce manual tracking and automate task progress updates. Improved Accountability: Assign owners to tasks and monitor progress effortlessly. How This Template Works in Stackby This Task and Issues Template is built to support a structured workflow with key tables: Task List: A centralized table to manage all tasks with details like task name, priority level, status, and due dates. Issue Log: Track ongoing issues, their impact, and resolutions. Task Assignees: Assign team members to specific tasks and set priorities. Progress Tracking: Monitor task status updates in real-time and ensure timely completion. With Stackby’s automation and integrations, you can connect with tools like Slack, Trello, Jira, or Google Sheets to enhance workflow efficiency. Key Features & Benefits Customizable Task & Issue Tracking – Modify fields, categories, and views to match your project needs. Real-Time Collaboration – Keep your entire team updated with live task tracking and status changes. Deadline & Priority Management – Assign priorities and due dates to prevent project delays. Kanban & Calendar Views – Visualize your workflow using multiple views for better tracking. Automations & API Integrations – Connect with your favorite tools to automate workflows. Use Cases for Different Teams Software Development Teams – Track feature development, bug fixes, and release cycles. Marketing Teams – Manage campaigns, content production, and social media tasks. Project Managers – Oversee project milestones, team progress, and client deliverables. Customer Support Teams – Log and resolve customer-reported issues efficiently. Getting Started with the Task and Issues Template Access the Template – Open the Task and Issues Template in Stackby.Customize Fields – Modify columns and data as per your project workflow.Assign Tasks & Owners – Distribute responsibilities and set due dates.Update Status & Track Progress – Monitor real-time updates on assigned tasks.Collaborate & Automate – Sync with external tools and automate repetitive actions.

Manage your task lists, projects and assignees in this easy to customize task management template for your teams or business. What is Employee Task Management ? Employee Task Management refers to the process of planning, organising, and overseeing the tasks and activities assigned to employees within an organisation. It involves the systematic management of work assignments, tracking progress, and ensuring that tasks are completed efficiently and on time. The primary goal of employee task management is to enhance productivity, streamline workflows, and achieve organisational objectives. Key Components of Task Management : 1. Task Planning: This involves the initial step of defining and assigning tasks. It includes determining the scope of work, setting priorities, and allocating resources appropriately. 2. Task Assignment: Once tasks are defined, they need to be assigned to specific employees or teams. This involves considering the skills, availability, and workload of each employee to ensure a balanced distribution of tasks. 3. Deadline Setting: Setting deadlines for tasks is crucial to ensure that work is completed within a specified timeframe. This helps in managing workloads, prioritising tasks, and meeting overall project deadlines. 4. Progress Tracking: Monitoring the progress of tasks is essential to identify any potential issues, delays, or bottlenecks. This can be done through regular check-ins, status updates, or by using project management tools and software. 5. Collaboration and Communication: Effective communication is key to successful task management. Employees need to communicate with each other, share updates, and seek clarification if needed. Collaboration tools and platforms facilitate seamless communication and information sharing. 6. Feedback and Evaluation: Providing feedback on completed tasks is essential for employee growth and improvement. It helps in recognizing achievements, addressing issues, and refining processes for future tasks. 7. Task Prioritization: Not all tasks are equal in terms of importance and urgency. Task management involves prioritising assignments to ensure that critical tasks are addressed first, contributing to the overall success of projects and organisational goals. 8. Use of Technology : Many organisations use task management software and tools to automate and streamline the process. These tools often include features such as task lists, project timelines, collaboration spaces, and progress tracking. What is a Task Management Template ? A Task Management Template is a pre-designed structure or format that serves as a framework for organising and managing tasks within a project or workflow. It provides a standardised way to outline, assign, and track tasks, making it easier for individuals or teams to stay organised and focused on their responsibilities. Task management templates are commonly used in various professional settings, including businesses, project management, and personal productivity. Why do you need a task management template ? A task management template is essential for fostering organisation and efficiency in any project or workflow. It provides a structured framework for outlining tasks, assigning responsibilities, setting deadlines, and tracking progress. The template serves as a visual roadmap, ensuring that team members have a clear understanding of their roles and the overall project timeline. This standardised approach not only streamlines communication and collaboration but also helps in prioritising tasks, managing dependencies, and avoiding bottlenecks. Benefits of using Stackby Task management template ? Customization: Stackby allows users to create tailored databases and templates to fit their specific needs. With a task management template, you can customise fields, layouts, and views based on your team's workflow, ensuring a personalised and efficient task management process. Collaboration: Stackby is designed for collaboration, allowing team members to work together in real-time. A task management template in Stackby can enhance communication by providing a central hub for all task-related information, updates, and discussions. Integration: Stackby may offer integrations with other tools and apps, allowing you to connect your task management template with other relevant software your team uses. This can streamline processes and reduce the need for manual data entry. Automation: Task management templates in Stackby may come with automation features, allowing you to set up workflows and triggers that automate repetitive tasks. This can save time and reduce the risk of errors in task management. Flexibility: Stackby's flexibility in terms of data types and structures allows for versatile task management. You can include various types of information in your task template, such as attachments, checkboxes, dates, and more. Visibility: Stackby provides different views and filters, helping you visualise your tasks in different ways. Whether you prefer a calendar view, kanban board, or traditional spreadsheet, Stackby may offer options to suit your team's preferences. Tracking and Analytics: Stackby may provide tools for tracking task progress and generating analytics. This can be valuable for assessing team performance, identifying trends, and making data-driven decisions. FAQs - On Task Management What Should Be Included in a Task Management Template? A comprehensive task management template should include fields for task description, assignee, due date, priority level, status, dependencies, notes/comments, and attachments. This ensures a well-rounded overview of each task, aiding in effective organisation and tracking. How Can I Customise a Task Management Template to Fit My Team's Workflow? Stackby's task management templates offer extensive customization options. Users can modify fields, add or remove columns, and adjust views to align with their team's specific needs and workflow. The platform's flexibility allows for tailoring the template to match unique project requirements seamlessly. Are Task Management Templates in Stackby Suitable for Agile Project Management? Yes, Stackby task management templates are adaptable to Agile methodologies. Users can create boards for sprint planning, incorporate custom fields for story points or sprints, and leverage automation features to enhance Agile workflows. The platform's flexibility accommodates various project management approaches, including Agile methodologies. How Can I Track Progress and Performance Using a Task Management Template? Stackby's task management template provides features for tracking task progress. Utilise status fields, progress trackers, and reporting tools to monitor completion rates, identify bottlenecks, and assess team performance. This facilitates data-driven decision-making and helps in optimising workflows for increased efficiency. Can I Integrate Stackby's Task Management Template with Other Tools We Use? Yes, Stackby supports integrations with various third-party tools and applications. You can seamlessly connect your task management template with other software your team uses, such as communication platforms, calendars, or project management tools. This integration streamlines data flow, reduces manual effort, and enhances overall collaboration across different tools.

Managing a library or a personal book collection can be overwhelming without the right tools. Whether you oversee a school library, a community center, or a corporate book archive, maintaining an organized inventory is essential for seamless operations. The Book Inventory Template by Stackby is designed to streamline your library management process. With dedicated tables to track book details, monitor borrowing activities, and manage author and publisher information, this template ensures efficient record-keeping. You’ll have real-time visibility into book availability, lending history, and overdue returns, all in one place. Why Use the Book Inventory Template? Efficient Book Tracking: Manage book entries with detailed information. Seamless Borrowing Management: Track borrowed and returned books easily. Author and Publisher Management: Maintain a centralized database for quick reference. Monitor Availability: Ensure books are accessible with accurate status tracking. Improve Productivity: Reduce administrative work with automated updates and real-time reports. Whether you're a librarian, educator, or book enthusiast, this template helps you stay organized and ensures a hassle-free library management experience. How the Book Inventory Template Works in Stackby This template includes three essential tables that cover all aspects of library management: 1. Books Table The Books Table serves as the foundation for your inventory, storing essential details about each book. Key columns include: Book Title: Enter the name of each book for quick identification. Author: Link authors from the Authors Table for a detailed view. Genre: Categorize books by genre to make searching easy. ISBN: Track books using a unique ISBN for accurate record-keeping. Availability Status: Mark books as Available, Borrowed, or Reserved. Publication Year: Keep track of the book’s publishing year. Location: Specify shelf or section details for physical library management. 2. Borrowing Log Table Managing book loans is simplified using the Borrowing Log Table. This table allows you to: Record Borrower Details: Track the name and contact information of borrowers. Borrow and Return Dates: Maintain accurate loan records. Due Date Tracking: Set return deadlines to monitor overdue books. Book Status: Automatically update the availability status upon return. Late Fees: Track applicable late fees for overdue books. This system ensures accountability and encourages timely book returns. 3. Authors and Publishers Table A dedicated table to store and manage author and publisher information: Author Name: Track detailed author information linked to respective books. Publisher Name: Maintain publisher contact details for reference. Published Books: View a list of all books published by a specific author or publisher. Contact Information: Keep records of publisher emails or phone numbers for inquiries. This view helps librarians efficiently manage author and publisher-related data. Key Features and Benefits Real-Time Tracking: Instantly know which books are available or borrowed. Automated Reminders: Set reminders for overdue books to ensure timely returns. Effortless Book Management: Easily add, edit, or remove book entries. Detailed Reports: Generate reports on book availability, borrowing trends, and popular titles. Collaboration Tools: Share the template with team members for seamless collaboration. With Stackby’s automation capabilities, you can also connect the template to external tools for additional functionalities like email reminders or notifications. Who Can Benefit from This Template? School and College Libraries: Efficiently manage academic resources and student borrowing records. Public Libraries: Track large volumes of books and monitor lending activities. Corporate Libraries: Manage book collections in offices for employee access. Personal Book Collectors: Organize personal libraries with detailed book information. Bookstores: Keep records of book stocks and sales history. Getting Started with the Book Inventory Template Add the Template to Your Workspace: Duplicate the Book Inventory Template to your Stackby account. Input Book Details: Enter book titles, author information, ISBNs, and availability. Track Borrowings: Log borrower details and set due dates using the Borrowing Log Table. Monitor Book Status: Easily update statuses as books are borrowed, returned, or reserved. Generate Reports: Analyze data to track borrowing patterns and popular genres. By using Stackby’s customizable views, you can switch between List View, Kanban View, or Calendar View for clear visibility of all activities. Check out other related Templates : Product OperationsProduct Inventory Inventory Management 

A well-organized purchase process is critical for businesses to efficiently manage procurement, track expenses, and ensure timely approvals and payments. Stackby’s Purchase Process Template simplifies purchasing workflows by providing a structured way to track purchase requests, vendor details, approvals, and payment statuses. This template is ideal for procurement teams, finance departments, and business managers who need a streamlined approach to managing purchases from request to completion. Why Use This Template? Handling purchases involves multiple steps, from vendor selection to order approval and invoice tracking. Without a structured system, businesses can experience delays, budget mismanagement, and inefficiencies. The Purchase Process Template helps you: Centralize Purchase Requests: Track and organize all purchase orders in one place. Streamline Approvals: Assign approvers and automate approval workflows for efficiency. Monitor Vendor Performance: Maintain vendor details, purchase history, and reliability scores. Track Payments & Expenses: Log payment status and maintain financial transparency. How This Template Works in Stackby This template includes key tables designed to simplify the purchase process from start to finish: 1. Purchase Requests Log all purchase requests with details like item name, quantity, cost, and department. Assign requesters and track approval status. Set priority levels and deadlines to ensure timely procurement. 2. Vendor Management Maintain vendor contact details, pricing agreements, and service ratings. Track previous purchases from each vendor to compare costs and reliability. Monitor vendor response time and delivery efficiency. 3. Order Approval Workflow Assign approvers and define purchase request criteria. Track approval stages (Pending, Approved, Rejected) for each request. Automate notifications for pending approvals to keep the process moving. 4. Payment Tracking & Invoice Management Log invoices with due dates, payment status, and amounts. Categorize payments as pending, processed, or overdue. Track expenses against budget allocations for financial oversight. Key Features & Benefits Customizable Fields: Adapt the template based on your business’s purchasing workflow. Automations & Integrations: Connect with accounting software to streamline payment tracking. Real-Time Collaboration: Ensure seamless communication between procurement and finance teams. Multiple Views for Better Insights: Use Table, Kanban, and Calendar views to visualize purchase requests and approvals. Real-World Use Cases Corporate Procurement Teams: Manage purchase requests and vendor agreements efficiently. Small Businesses & Startups: Track expenses and approvals to ensure budget control. Finance Departments: Maintain a structured overview of payments and invoices. Getting Started with the Template Add Purchase Requests: Input all new purchase orders with relevant details. Manage Vendor Details: Keep an updated record of vendors and their reliability scores. Set Up Approval Workflows: Assign approvers and track status changes. Monitor Payments & Expenses: Ensure timely payments and keep financial records updated. Review & Optimize: Regularly analyze the purchase process and make necessary improvements.

Manage products, generate enquiries and orders directly from this configurable Product Order Form template.  Steps to use this Product Order Form template: Step 1: Add your product details in the Product table (Details, Price, Images etc.) and create a gallery view for the product (to share with your clients)   Step 2: Create an inquiry form using Stackby forms in the Inquiries table.  Step 3: Create two buttons - Inquire Now (linked to the inquiry form) and Buy now (linked button using your payment gateway provider hosted invoice link for that item) in the Products table.  Step 4: Bring orders automatically from your payment provider via Zapier (or Make.com or similar) in the orders table, which are linked to your products.  .. and that's it!  Keep adding your products, and build an automated inquiry and order management system along with it with this Product Order Form Template. Sign up and try it for free. Check Out Other related Teplates : Product Operations 

Whether you're running a business, managing personal assets, or overseeing inventory, staying on top of asset management can be a challenge. Assets can vary from physical items like equipment and machinery to intangible assets such as intellectual property and software licenses. Proper asset tracking is essential to ensure everything is accounted for, properly maintained, and used effectively. The Asset Tracker Template in Stackby makes it easy to track, organize, and manage all your assets in a single place. With features such as customizable tables, real-time tracking, and powerful reporting capabilities, this template is designed to streamline asset management and provide insights into your asset performance. Why Use the Asset Tracker Template? Managing assets, whether for a business or personal use, requires careful attention to detail and organization. Some of the common challenges faced include: Loss or misplacement of assets Difficulty in tracking asset maintenance schedules Inability to monitor asset usage and depreciation Limited visibility over the status and location of assets With the Asset Tracker Template in Stackby, you can tackle these challenges and improve your asset management process. This template allows you to track various asset details in one centralized platform and provides visibility into their status, location, and other critical information. How the Asset Tracker Template Works in Stackby This template consists of multiple tables, each designed to help you track and manage different aspects of your assets. 1. Asset Information Table This table serves as the core of the Asset Tracker Template, where all essential asset information is stored. Key columns include: Asset Name – The name of the asset Asset Type – Categorize assets (e.g., office equipment, machinery, intellectual property) Asset ID/Serial Number – Unique identifier for each asset Purchase Date – Date when the asset was acquired Value – Original cost or market value of the asset Location – Where the asset is currently stored or located Status – Current status (active, in maintenance, decommissioned, etc.) Assigned To – Person or department responsible for the asset 2. Maintenance & Service Log Table This table helps you track the maintenance and service schedules for your assets. Key columns include: Maintenance Date – Date when maintenance was performed Service Provider – The company or individual who performed the service Service Details – Description of the maintenance or repair conducted Next Service Due – Date when the next service or check-up is due 3. Depreciation & Value Over Time Table Track how your assets depreciate over time, which is particularly useful for businesses handling fixed assets for tax or financial reporting. Key columns include: Depreciation Start Date – When the asset starts depreciating Depreciation Method – The method used for depreciation (e.g., straight-line, declining balance) Annual Depreciation – The yearly depreciation amount Current Value – The current book value of the asset after depreciation 4. Asset Disposal/Transfer Table Keep track of assets that are no longer in use, either by being disposed of, sold, or transferred to another location. Key columns include: Disposal/Transfer Date – When the asset was disposed or transferred Reason – The reason for disposal or transfer (e.g., end of life, upgraded) Value at Disposal – The value of the asset when it was disposed of Key Features & Benefits Centralized Asset Management – All asset details, including purchase, maintenance, and status, are tracked in one place. Customizable Asset Categories – Organize assets based on your needs (e.g., equipment, software, vehicles). Real-Time Tracking – Keep an up-to-date record of asset status, location, and ownership. Maintenance & Service Schedules – Stay on top of asset servicing and maintenance deadlines. Depreciation Tracking – Monitor asset depreciation for financial planning and tax purposes. Easy Collaboration & Sharing – Share asset records with team members, departments, or stakeholders for seamless collaboration. Automated Reports – Generate custom reports and visualize data for insights on asset performance. Who Can Benefit from This Template? Business Owners – Keep track of company assets such as equipment, machinery, and office supplies. Facilities Managers – Ensure assets like HVAC systems, security equipment, and vehicles are properly maintained. Finance Teams – Monitor asset depreciation for accurate accounting and tax filings. IT Managers – Track software licenses, hardware, and IT infrastructure for efficient use and upgrades. Individuals – Personal asset management, such as tracking valuable items or household assets. Getting Started with the Asset Tracker Template Copy the template to your Stackby workspace and set up asset categories that match your needs. Enter asset information including name, value, purchase date, and status into the Asset Information Table. Track maintenance schedules and assign service tasks in the Maintenance & Service Log Table. Monitor depreciation over time in the Depreciation & Value Over Time Table. Log asset disposal or transfers in the Asset Disposal/Transfer Table. Customize views and automate reminders for key events like maintenance or service due dates.

A product launch template is necessary to ensure that your product launch plan is on schedule. Ensure that nothing is left behind, prioritize all the features of your product, and ensure that the whole team is on the same page when it comes to your product launch. What is a product launch? A product launch is the amalgamation of a company’s united efforts to debut a new product in the market and make it available for the public to purchase. It serves many purposes for the organization, such as fostering brand recognition, expansion, attracting new customers, and boosting profits. Whenever your team is going to launch any product in the market, they will need a product launch plan to follow through. Your product launch plan is going to be a blueprint that not only will keep your team updated about the multiple goals for the product; it will also create a to-do list for the team. Following your product launch plans, your product marketing team will need a checklist to track every task in the product journey. But maintaining a checklist is very tedious if it has to be done separately for every element or activity; this is where the product launch plan template steps in. Why do we need a product launch template? A product launch template will help you keep track of every activity regarding the product launch. It will also let you know about the status and every other detail of each stage of the product launch at a glance. Proper communication, setting up clear goals, a strict timeline, and other processes are essential parts of any product launch. This is why a lot of teams start off by creating a product launch checklist from the start. A product launch template will help you keep all the launch details clear and keep the cross-functional teams connected. It will help you visualize a complete timeline for the product launch and share goals, messages, and keep a tab on the status of work assigned. You will be able to pull out any details regarding the product launch at any time and analyze it for future use. A product launch template makes your work quite accessible and convenient to everyone involved. How to create a great product launch plan? 1. Do customer research: find what your potential customer requires and whether their needs match your plans. 2. Create actionable goals: set product goals, sales goals, and marketing goals, and list out the key performance indicators (KPIs) for each. 3. Organize your product launch template: visualize your strategy and save time using our product launch template. What is included in this product launch plan template? We wanted to include a basic framework of product launch in our template so that it can also act as a product plan launch checklist template for you. Our product launch template includes three tables: 1. All Features: This table includes details about the features of the new product. For instance, feature status (in progress/ready, etc.), product leads, product theme, feature description, launch email, press release, and so on. 2. Product Launch: This table includes details about the product type, its description, features, etc. 3. Monthly Newsletter: This table includes details of the monthly newsletter published to share updates on the new features added to your product. How will Stackby’s product launch template help you? The product launch template from Stackby will help you review the overall performance of the new product launch. Using the Product Launch Template, you will be able to: Record all the details of each product or feature launch on a single interface. Add images and documents related to the product to the template itself. Track the feature status in real-time (Ready/ Completed/ In-Progress/ Not Started). Assign a lead to each product. Track the theme of all the products (New Product Launch/ Software Update/ etc.). Store a description of the features. Monitor the target completion and target launch date. Track the launch status of each product or feature. Keep track of the press release, blog post, launch email, support article, ads, and promotions. Track the complexity and value of each launch. You can access the product launch template in the Kanban view as well, which will help you keep track of various products’ status. You can also access the calendar view to keep track of the important dates regarding the product launch. Who will find this product launch template helpful? This template will be best used by product marketing managers, product launch teams, marketing teams, engineering managers, startups, and SMEs. The product launch template is completely customizable, and you can categorize the data and filter it accordingly. If you are gearing up for your next product launch, this is the template for you!You may also find these templates useful: Product Roadmap, Product Competitor Analysis 

An office inventory template helps maintain an office supplies inventory so that you can check which item needs to be replenished and by when. If you want to keep track of the volume and consumption of office supplies, you need a proactive office inventory management system. Once you know how much supplies you need, you can allocate budgets accordingly. Stackby’s office inventory template streamlines the whole process of managing office supplies by: Minimizing redundancy and errors in inventory details Ensuring clear segmentation of office supplies for every department Providing a centralized office supply inventory for all team members Automating the inventory check process What does Stackby’s office inventory template include? Our office inventory template includes 4 tables: Requests: to keep a track of all the items that need to be stocked Purchase orders: to track the order details of every purchase Supplier: to keep a record of the supplier’s details Sales: to track the amount spent on every purchase With the help of our office inventory management template, you can do the following: Track how many purchase requests are completed Record the barcode, purchase date, sales price, and supplier’s price Track every order detail including the order number, order date, status, quantity, total price, arrived date, etc. Store the invoices of every order in a systematic manner Keep a record of the supplier details such as name, photo, email, purchase orders, etc. Keep a track of sales made on a day along with the number of office supplies bought, their total price, and price per unit Other features of our office inventory template You can customize our office inventory template according to your different business requirements as follows: Group items:  You can further classify the inventory items by grouping them based on their usage, features, or requirements. For example, all the writing supplies such as pens, pencils, notepads, sticky notes can be grouped together. Read more: What is view sharing?  Calculate reorder point:  Reorder point is calculated by the formula: Reorder Point = Lead Time Demand + Safety Stock that is, how long you have to wait to receive the shipment plus how much safety stock you have. Reorder time tells you when you have to reorder an item. Stackby allows you to create a column of formula type that you can use to calculate reorder points of different supplies. Read more: How to use the Formula column type? Collaborate with your team:  You can add your team members and your whole team can work together on this office inventory template to ensure that there are no duplicates or errors in the inventory management. Read more: Inviting users to work on your Stack Who can use Stackby’s office inventory template? Our office inventory template can be used by office administrators, operations teams, small businesses, entrepreneurs, and office management staff. Other inventory management templates to consider: Inventory Management Template  Restaurant Inventory Tracking Template Art Inventory Tracker Template  Product Inventory Template  Equipment Inventory Template 

Are you tired of playing a never-ending guessing game with your inventory levels? Step into the realm of precise inventory control with Stackby's Inventory Management Template. It's like having a crystal ball that predicts demand, optimizes stock levels, and keeps your business ahead of the curve. Designed with simplicity and effectiveness in mind, our template empowers you to take control of your inventory management processes like never before. What is Inventory Management, and Why is It Essential for Businesses of All Sizes? Inventory management refers to the process of overseeing and controlling the flow of goods in and out of a company. It involves managing stock levels, tracking products, handling supplier orders, and fulfilling customer demands. Adequate inventory management is crucial to ensure smooth operations, minimize stockouts, reduce costs, and improve customer satisfaction. A Brief Overview of Stackby's Inventory Management Template The Inventory Management Template by Stackby is a powerful tool designed to simplify and streamline the inventory management process for businesses of all sizes. It provides a comprehensive solution to track and organize products, suppliers, purchase orders, customers, line item orders, and sales orders in one centralized platform. Who is This Inventory Management Template for? This template suits businesses across various industries, including retail, e-commerce, manufacturing, and distribution. Whether you are a small business owner or part of a larger organization, our template caters to your specific inventory management needs. Why Do You Need Stackby's Inventory Management Kanban Template? Streamline your inventory management process with Stackby's intuitive and customizable Inventory Management Template. Gain real-time visibility into your inventory levels, suppliers, purchase orders and sales orders to make informed business decisions. Optimize stock levels, reduce stockouts, and minimize excess inventory with effective inventory control. Maximize efficiency and cost-effectiveness by implementing inventory management just in time practices. Harness the power of inventory management Kanban methodology to visualize and track inventory flow and improve operational efficiency. Customize the template to align with your unique inventory management needs and integrate it seamlessly into your existing workflows. Table Included in Our Inventory Management Template Products: This table helps you to keep a detailed record of your products, including their names, images, SKUs, and other relevant details. Make this table in your custom product catalog. Suppliers: With its aid, you can manage your suppliers' information, such as contact details, addresses, and key contacts. Purchase Orders: It lets you track orders, including order numbers, dates, quantities, and associated suppliers. Customers: It helps you to maintain a database of your customers, their contact information, and purchase history for effective customer relationship management. Line Item Orders: It allows you to keep a record of individual line items within orders, including product details, quantities, and prices. Sales Orders: This table lets you manage all your sales orders, track order status, and monitor sales performance. As mentioned above, the Link Column Type helps you link any tables you want. For example, you can connect each product to its respective supplier, allowing you to track and manage the supplier information associated with each product. Thus, it helps you to facilitate seamless data organization, reference, and analysis across different tables. Create custom inventory tracking dashboards with charts and pivot tables and analyze your key metrics in real-time. With our Inventory Management Template, you can say goodbye to manual inventory tracking and embrace a more efficient and organized approach. Sign up for Stackby today, explore our template, and experience the power of streamlined inventory management. Ways to Customize Our Inventory Management Template Expand the template by adding tables to track information such as product categories, pricing tiers, or supplier performance metrics. Tailor and enhance your inventory management experience by integrating various apps and power-ups into Stackby's Inventory Management Template. If you’re an e-commerce brand, you can also connect to your Shopify, Woocommerce or other e-commerce stores and automate your order inflow and track real-time inventory. Take Your Inventory Tracking to the Next Level with Stackby's Inventory Management Template! Sign up now and gain complete control over your inventory, enhance operational efficiency, and drive business success!Check out more related Templates : Product Inventory

A cleaning schedule is a list of things to be done in cleaning the house and the workplace at a specific time. This cleaning schedule Template can be daily, weekly, or monthly. Cleaning schedules are important. Through these, tasks are equally divided into assigned cleaners and sanitize all things on time.

An equipment inventory software or template is used to keep track of all the equipment used at either your office or your home. This template can be used to ensure that all the equipment owned by your company is useful and does not need repair or replacement. What is an Equipment Inventory Template? An Equipment Inventory template allows you to keep track of all equipment or machinery used by the company to run its business. This free equipment inventory template can be used to ensure all the available equipment and machinery owned or rented by any company is being used effectively and efficiently.  This template lets you know exactly where certain equipment is present and if it's being used or is sitting idle. This ensures none of the equipment is unaccounted for. Why do you need an Equipment Inventory Template? An Equipment Inventory Template can be used to confirm that the resources, equipment, and machinery of any company are being used effectively and efficiently. It helps to make sure that there is no wastage and duplication of use of any equipment. This Equipment Inventory template keeps a detailed record of where and when the equipment has been used. It makes it easier for the company to track the physical and financial condition of the equipment such as if the equipment is damaged, if they need repairs or replacements, etc. The Equipment inventory template also provides you with complete details about the purchase history and date of purchase. This makes asset management easier and ensures the equipment is getting regular service checks to ensure they operate optimally and do not cost the company more money than it makes. Who is this template for? No matter the size, every company must use this template to organize their equipment and manage them effectively and efficiently systematically. How will Stackby’s Equipment Inventory Template help you? Our free equipment inventory template offers you a complete overview and the ability to manage your equipment in the best possible manner. Along with the name of the equipment and the item number, you are also provided with images to identify them, making it easier for the company to keep track of its resources. Using this template, you would know what type of equipment is being used exactly where within minutes, making the entire process of asset management easier for the company. You are also provided with a column that mentions the equipment's condition, making sure that if the equipment needs a repair or replacement, it is being done on time so that productivity does not diminish.  You also get real-time updates about the whereabouts of your equipment in the “status” column.  Combine all this with the ability to edit and filter the template according to your need freely, and you have one of the best asset management templates at your fingertips to manage the equipment owned by your company. You Will Also Find These Templates Useful: Product Catalog Gallery Asset Management Product InventoryInventory Management  

Product inventory is used to record and monitor a company's inventory and manage sales effectively and efficiently. Using product inventory is necessary for any company's smooth functioning, and the best way to achieve that is by using a product inventory template! A product inventory template would make things easier for the company to comprehend and make informed decisions. What is the Product Inventory Template? A Product inventory template is used to record and monitor a company’s inventory of products and manage sales. Product inventory template also makes it easier for companies to realize their best-selling product and the company's least performing product. Using a product inventory template, companies can manage their warehouses in a more organized and efficient manner. Why do you need a Product Inventory Template? Product Inventory Template will help companies to replenish their stocks in time to avoid running out of in demand products. By using a product inventory template, companies can easily manage the rise and fall of demand. They would know exactly how much inventory they have and start acting in advance to prepare themselves. Having a good product inventory system would lead to happy and loyal customers because they know you would fulfil their demands. Having a proper product inventory would lead to cost-cutting and would reduce human error issues. Fewer errors results in less money and time spent fixing the problems. Who is this template for? The inventory manager of a company can use this template to get the entire process automated, have all the information at one glance, and make important and effective inventory management decisions. How will Stackby’s Product Inventory Template help you? With a single glance, you can get an overview of all your products. Our Product Inventory template will make your job easier in the following ways: Our template lets you see a detailed summary of all the inventory your company has, in an easy and accessible way. Our template provides you with all the information required by your company to make informed decisions. Information like product name, product photo, type of product, can be easily entered to keep track. You can enter their product ID, stock left with the company, their unit price, total inventory value of every individual product, and supplier name. If required, you can also keep details about the shelf where the product is stored under stock or not indicator and a notes section, for additional comments. This template lets you individually track the inventory of individual products. You also get the option to view the inventory in a gallery view option on our template for easy analysis. You also get the options to filter through all your products and look at specific products and our template; the option to sort it using different options is also available. You can also hide certain columns for a better inspection of certain aspects of your product's inventory. You Will Also Find These Templates Useful: Product Roadmap Product Launch Agile Product Planning Template  Product Operations 

Are you struggling to keep track of your art inventory, manage orders, and stay organized with your artists and dealers? Do you spend more time searching for information and managing spreadsheets than focusing on your art business? Introducing Stackby's Art Inventory Tracker Template - your ultimate solution to efficiently manage your art inventory, streamline order tracking, and maintain a centralized database of artists and dealers.Let's dig in: What is Art Inventory? Art inventory refers to the collection of artworks an individual or organization possesses. It includes detailed information about each piece, including the artist, title, medium, dimensions, acquisition date, and current location. Importance of Tracking Art Inventory Tracking art inventory is crucial for artists, galleries, collectors, and art businesses. It helps maintain an accurate record of all art pieces, enables efficient inventory management, simplifies tracking sales and loans, and provides valuable insights for decision-making and valuation. A Brief Overview of Stackby's Art Inventory Tracker Template Stackby's Art Inventory Tracker Template is a comprehensive tool designed to simplify and streamline your art inventory management process. It provides a user-friendly interface and pre-built tables to help you effectively organize and track your art collection, artists, and dealers. Who is This Art Inventory Tracker Template for? This art template caters to a wide range of users in the art industry, including artists, gallery owners, collectors, art businesses, and curators. Whether you have a small art collection or manage a large gallery, you can customize this template to meet your unique requirements. Why Do You Need Stackby's Art Inventory Tracker Template? Centralize and organize your art inventory in one place. Easily track and manage your art collection, artists, and dealers. Streamline inventory management and keep accurate records. Access artwork details and information quickly and efficiently. Upload images for visual identification of artworks. Generate reports and gain insights for informed decision-making. Save time and effort with automated processes. Label your art inventory template to accommodate your growing collection. Ways to Customize Our Art Inventory Tracker Template Adapt the template to your needs by adding custom fields such as additional artwork details, categories, or personalized tags. Connect tables to create relationships between art pieces, artists, dealers, and more. Easily navigate and access information across different tables. Create filters and views (like Grid, Kanban, Calendar, Form, etc.) to organize and sort artwork based on different criteria. For example, you can create a view to display artwork by a specific artist or filter by artwork categories like paintings, sculptures, or photography. Table Included in Our Art Inventory Tracker Template Art Pieces: This table allows you to capture details of each art piece, including title, artist, creation date, value, and more. Artists: It helps you to maintain a comprehensive record of artists associated with the art pieces. Dealers: With its aid, you can keep a record of dealers and galleries you collaborate with. Other than the Link Column Type, you can even establish relationships between tables and fetch relevant information using lookup columns. Similarly, by leveraging aggregation columns, you can calculate summary information and metrics based on data from different tables. Ready to Take Control of Your Art Inventory? It's time to get started with Stackby and experience a seamless art inventory management experience!So, what are you waiting for?Try it out for free today!Check out more related Templates : Product Inventory Inventory Management  

Manage and track all the different equipments, appliances, furniture and more for your store, home or warehouse with this easy to adopt facilities management template.  List all the facilities, their conditions, attachments, work orders, maintenance requests (via forms), dates, costs, locations and more with this template. 

A vendor management template helps businesses track and manage all their information related to vendors in one place. You can track contracts, payments, vendor requests, etc. with your team and make sure that there are no hiccups in the purchasing process. It is just like a data repository that helps you in initiating and developing relationships with providers of goods and services for your business. Why do businesses need vendor management? Manage where your money is going The vendor management template helps you keep track of spending on different vendors on a yearly or monthly basis. This way you can know whether your vendor relationships are bringing you profits or not. Store all records in one place No need to maintain different copies of vendor data with each employee. Now, everyone can access the vendor management template and recognize the new merchants that have joined you recently and improve their dealings. Detailed overview of vendor performance You can include critical factors in this template like time of delivery, complaints, or quality of service to know more about each vendor. Improved decision-making You can create real-time reports for vendor performance and use the data in decision-making for your business. Since all the vendor data is stored in one place, creating reports is a matter of minutes. Overview of Stackby’s Vendor Management Template Store all vendor requests The vendor management template includes a Requests table where you can track whether you have contacted the vendor or not and if contacted what is the current status of the request. It also helps in storing data related to vendors like email, contact person, phone, and estimated spending per year. Manage vendor details The template for vendor management includes a separate table to store the list of vendors. You can add details like their name, website, product or service offering, contacts, agreement, bank details, and so on. Manage vendor needs Does your vendor require any resources from you? It could be product details, forms, agreements, etc. Our vendor management template helps you store information about what a vendor requires to complete the requests. Store all vendor documents in one place Whether you need payment forms, contracts, sales order forms, GST forms, or work order forms, you can maintain a single updated copy of them to be shared with your vendors. The All Documents table in the vendor management template stores these documents as attachments so that anyone in your team can access them. Who will find this template useful? Firms frequently carrying out businesses with third parties as well as start-ups will find this template extremely helpful. It also helps firms that produce goods involving several steps of production of the final product. How to use Stackby’s Vendor Management Template? Customize our vendor management template as per your business requirements and start streamlining your workflows. Create a form for vendor requests you have and let responses fill the Requests table Fill out the remaining information about the status of the request Add vendor details to the Vendors table, upload their agreements and bank details Add information about all the contacts Upload all the documents needed by vendors Make changes to column names and column types based on your business requirements and you can start managing vendor data from a single repository. Use our vendor management template today! Other Operations templates to try: Inventory Management TemplateAsset Tracker TemplateEquipment Inventory Template Product Inventory 

Introduction Running a company involves much more than just earning profits! To keep the company or facility running, it is necessary to maintain the condition of the facility and pay heed to all the requirements of the employees. This involves a good level of forethought, maintenance, and management activities, and that’s where our Facilities Planning Template comes in handy. Facilities-related requirements vary according to the nature of your company, and They may range from various electronic equipment to simple furniture like tables, chairs, computer desks, and so on. Some common maintenance requirements usually include washroom maintenance, restocking papers for the printer, or just simply making sure the coffee machine is in working order. A company may have many maintenance requests and facility planning across departments, and it can prove to be quite hectic to manage them all using different platforms. All these activities may become a lot to tackle, if managed separately. The person or the team that has to oversee all the facility maintenance requests from different departments can get a bit overwhelmed, to say the least. A facility planning template helps you to manage all this information in one place and provides you with the opportunity to tackle all the maintenance requests from a single location. Why do we need a Facility Planning Template? If we have an organized and updated facilities list, asset tracking and management gets easier. All the different inventory is kept at a particular place, and tracking it easily saves a lot of time. Record-keeping becomes simple and easy when you use a single facility planning template. Employees perform more efficiently in a workplace which is well run and managed properly. Chances of missing any request regarding replacement, addition or management becomes quite less. A facility planning template will help you ease down your work and let you manage your requests from a single location. How will Stackby’s Facility Planning Template help you? With the facility planning template created by Stackby, you can schedule maintenance requests, keep track of your facilities budget, send out updates on maintenance requests to your employees, all from one place. You can even add a picture of the item that has been requested for maintenance or servicing. The facilities planning template lets you add data such as item name, item type, location, cost of maintenance, the status of maintenance etc.. You can also add more columns if required. The Facilities Planning template is easily customizable, and you can add the data in a systematic category and search accordingly. Now, plan your facility efficiently and effectively at one place and manage your budget along with it without being daunted by the immense amount of work. Divert your attention to managing the company and save time on tackling maintenance activities with the Facilities Planning Template 

Clearly scope and manage your project plan with the statement of work template, built especially for project managers. Check Out Other related Teplates :Product Operations