Startups and Technology Templates

Manage your employee directory, departments and projects in this workforce planning template. 

Public Relations has gained momentum these days. Bloggers, brands and almost every other online business wants to expand their PR outreach and find new platforms to showcase themselves. This is why PR agencies get numerous requests every day and sometimes managing these requests can become a real hassle.  Stackby has now made organizing and managing PR requests much easier with our easy-to-use Press Release Request Management template because if you are not organized, you might miss many potential clients.  Collect, review, organize and prioritize all your PR requests in no time Add data to your stack automatically using Stackby forms  Track all press requests converting into press releases  Manage all your PR contacts in one place  Time is of the essence for PR professionals and our Press Release Request Management template helps you record, track, understand, and respond to every request as soon as possible. If you have your whole PR team at your disposal, you can share this template with them and all of them can work upon press release requests from time to time.  What’s included in Stackby’s Press Release Request Management Template?  Our PR Request Management Template includes three separate tables that will help you organize and monitor your PR requests, Press Releases, and PR Contacts respectively.  Our template also includes different views that will help you visualize your PR requests based on the subject status, subjects type, and published by status.  The template comes with a pre-built PR request form that you can share anywhere on your website, blogs, or via a direct link.  The template also includes different views for visualizing the press release list based on status and date of publishing.  Who can use Stackby’s Press Release Request Management Template?  Stackby’s press release request management template is useful for PR agencies or marketing agencies who are handling the public relations of different clients.  How will Stackby’s Press Release Request Management Template help you?  Our press release request management template will help you bring all your team together and manage the PR request process in real-time. It will make the whole workflow of PR request management much easier for you. With this template, you will be able to do the following: Manage all the PR requests from different channels in one place Track the status of the press release requests (Due, Approved, Pending, Rejected, etc) Record the contact name for every PR request  Record the press release date for every PR request you receive  Store the description of the press release request  Track the type of PR requests you receive (Event, Daily News, Hiring Updates, etc) Track the details of the press release for every request that you receive  Track the press release associated with every contact  Keep a record of the publication website  Store details of PR contacts (Photograph, Phone Number, Email, PR request send, Number of requests sent, Number of press releases approved, Number of press releases pending, etc) Take your organizational skills a step further by incorporating various automation, security, and privacy features that Stackby has to offer to you and smoothen your workflow even more. Use our Press release request management template right away and enhance your productivity.

What is a technology roadmap? A technology roadmap helps business leaders plan which, when, and why certain technologies will be onboarded. For instance, you may need a new plan implementing a security log filter. In other words, your technology roadmap plan defines your digital transformation goals. Why do you need a technology roadmap? Think it through: Whenever you decide to introduce some new IT changes in your company, you must think of how these changes will affect your business. For instance, if you want to upgrade to new servers, you need to find out how to store the current data of every employee. Summarize your strategy: An IT roadmap makes it easier for you to present your ideas and aspirations to all your team members and business stakeholders. This way, you can seek their support. Keep yourself on track: Your technology roadmap helps you keep on track during the digital transformation process. You can prepare yourself for any kinds of risks or challenges that may arise during the transformation. Who can use Stackby’s technology roadmap template? Business owners, product teams, IT teams, development teams, entrepreneurs, and product managers can use Stackby’s technology roadmap template. What are the features of Stackby’s technology roadmap template? Our easy-to-use technology roadmap template includes three tables: Initiatives table that helps you keep a record of all the proposed changes in your company, Milestones table that tracks every digital transformation milestone and Owner table that tracks the manager of every digital transformation task. With our technology roadmap template, you can: Track every technology that needs to be incorporated in your business. Record the start date and end date of every initiative. Track the status of each initiative (in process, complete, backlog). Track the person/ manager responsible for that initiative. Track the progress of every initiative in the technology roadmap. Track the effort put in incorporating a technology initiative. Rate the technology initiative incorporated in your business. Track every digital transformation milestone for your business. Record the team members details responsible for incorporating a technology initiative. How to build a technology roadmap with Stackby? Identify the goals The first step to build a technology roadmap is to find the “why” or the reason behind incorporating a technology in your business. Ensure that this change is truly beneficial for your business. Determine your audience Who is going to see this technology roadmap? Make sure you create the roadmap accordingly. Stackby allows you to visualize your roadmap in Calendar view, Kanban and Grid view so that you can build the roadmap accordingly. Establish your theme Think of the actions or initiatives that are of highest priority and should be implemented first. Prioritize every initiative on this basis. Share your roadmap Invite team members, stakeholders, etc to view or edit your technology roadmap. Stackby allows you to set permissions as you require so that you can restrict who can view, edit or update your roadmap. Assign responsibilities Based on your strategic technology roadmap template, you can assign different initiatives to different team members/ managers and ensure continuous progress. Other startups and technology related templates: Team Meeting Agenda Product Roadmap Release Request Management Risk Assessment  

Marketing strategies Template help businesses in coming up with an appropriate set of goals and means to achieve them. A company’s success is primarily based on how well they market their products and services. Marketing is an incredibly difficult task as the same marketing strategy may not work for all businesses.

Manage all your daily & monthly employee attendance for your company via forms with this easy to setup employee attendance tracker template. 

Organize your tasks on what's important and not just on what's urgent with this effective Eisenhower matrix template. 

Companies promote and sell their products via several platforms and avenues. One of these avenues is affiliate marketing. What is affiliate marketing? Consider a scenario where your company has launched a product. If you want to increase your product's sale, you can offer a financial incentive to a promoter via an affiliate program. Affiliate marketing is based on a revenue-sharing model. A commission rate is fixed. The amount earned by each affiliate depends on the revenue they generate via the sale of your product. A fixed percentage of this revenue is offered to the affiliate as a commission. Affiliate marketers promote and sell your product and earn based on their performance. Any organization or business can use affiliate marketing to increase their sales and revenue from solo entrepreneurs to multinational companies.  It allows companies to reach a wider audience pool and increases brand awareness to a large extent.   The affiliates employed by a company are often renowned influencers and promoters. This also helps in attracting more customers to your product. It is a cost-effective method to promote your product and reduces the revenue you would have spent marketing the product yourself. Are you facing difficulty tracking your affiliate’s revenue and commission? Looking for a tool to help you track the payments made and due to affiliates? If your answer is yes, then Stackby’s Affiliate Tracker is your solution! The Affiliate Tracker is an all-in-one template that will enable you to monitor your affiliate's revenue and track the commission due to each of them. This template is easy-to-use and will make your job easier. Here’s how you can use Stackby’s Affiliate Tracker to streamline your work. This template will allow you to: Record the details of all the affiliates on a single interface. Track the revenue generated by each affiliate during a particular period. Store the commission rate allotted to each affiliate. Using the revenue earned, you can now generate the affiliate's commission during the same period. Record the date on which the payment is due to the affiliate. Monitor the current status of the payment corresponding to each affiliate (Completed/ Pending). Add notes to the details of each affiliate wherever necessary. Add the month and corresponding year for which the details of revenue and commission are being recorded. You can also view the data for a particular month separately using this template. In addition to this, the template also offers an in-built Affiliate Revenue Report Form. Your company can use this standard form to collect all the information related to the revenue generated by each affiliate. With this Affiliate Tracker template, you can maximize the benefit you receive from your affiliate marketing program with minimum effort! Keep track of all the details easily in one place and for free with Stackby’s Affiliate Tracker Template.

Public Relations is the management of the communication or the flow of information between an organization or individual and the public so that it reaches the customers the way you want and changes their perception. When you must maintain client information for PR purposes, whether you are doing it for an individual or an organization, the number of tasks you need to do and the plethora of information you must maintain, and the track is too much. Keeping up with every task and remembering every piece of information can be a bit too much. A PR tracker will help you out with this and make you productive by maintaining and keeping track of all the information for you in a single platform.   Why do we need a PR Tracker Template? A public relation tracker template is used to keep track and to manage the PR tasks and projects. Whether you must manage multiple clients or a PR manager, a PR tracker will help you monitor all your PR tasks on a single platform. You can include your publication links, keep track of your client's contact details, and organize your information to ensure your PR efforts are as smooth as possible.  With a professional PR tracker that keeps all your PR related information stored safely and tasks organized, you will become more efficient and productive.  You can also collaborate with other team members by sharing the template so that all of the people responsible for client management are on the same page. You will be able to pull out any information conveniently and analyze it for future use. It is very effective and easy to use with easy accessibility anytime.  Who will find PR tracker template useful? This template will be useful for PR agencies, PR managers, marketing teams, business owners & SMEs.  How will Stackby’s PR Tracker Template help you? With Stackby's PR tracker template, you will be able to track and organize all the PR information you need to manage in a single platform and save an immense amount of time.  With the PR Tracker Template, you will be able to: Track all your targets in one place.  Record the phone number and email address in each case.  Track the contact person assigned to each target.  Track the status of the communication (Reached Out/ Follow Up/ Closing/ Rejected). Record the agenda in each case (Marketing/ Sales/ Advertisements/ Funding/ etc.). Store the details of the pitch for each client. Monitor the date of the initial contact and last catch-up.  Track the total targets allotted to each contact person. You can also store their contact details here in the pr tracker template. It is quite easy to update the PR tracker template and add your details manually by your own hands or by uploading an existing excel sheet. You can then categorize it the way you want.  You will also find these templates useful: Applicant Tracker, Employee Directory 

Measure all your product's marketing and growth channels with this easy to use traction channels template. 

With new companies emerging by the hour and achieving success, the competition for any available market is bound to increase rapidly. Competition drives innovation and creativity and gives you that extra push that’s needed to boost sales and revenue. There is no field or aspect of business that has been left untouched by competition. What is competitor research and analysis? When you identify, analyze, and research your competitor’s products, business plans, and marketing strategies, it is called competitor analysis. Before we move any further, let’s understand its importance. Why is competitor analysis critical? In the current market climate, you won’t find a single successful company that hasn’t devoted a significant portion of its product competitor analysis resources. The question is, why? Competitor analysis is critical as it: Determines the strengths of your competitor’s product. You can use this information to analyze and improve your product. Points out the weaknesses of the same, giving you an edge over your competitor. It helps you estimate your sales and returns by keeping track of the various players in the market. Allows you to research and eventually adopt the best practices in every aspect of the business by analyzing your competition strategies. It gives you an idea of the current and upcoming marketing trends to plan and implement your business accordingly. Competition can be both direct and indirect. Regardless of the type of competition or the size of your business, it is clear that no company can afford to ignore the numerous advantages associated with competitor analysis. However, with an expanding market and companies stepping up to conquer it, keeping track of all your competitors can be quite a hassle. That’s why we’re here. Our Product Competitor Analysis Template, also known as competitive analysis template, helps you to: Record detailed information of all your competitors on a single platform.  Store the website URL of your competitor for future use. Track the products launched by each competitor and the average price associated with each product for comparison. Store the type of each product. Keep detailed records of the strengths and weaknesses of each product. Track the marketing strategies and channels associated with each for all your competitors. Monitor the popularity of your competitor’s product. Create a checklist to understand which features are associated with which competitor’s product. Track the number of competitors for each type of product. Monitor, track, and update the details regularly. Stay ahead of the curve by keeping an eye out for the competition effortlessly with our Product Competitor Analysis Template.

Whether you’re developing an app or website, the ultimate goal is to cater to the needs and requirements of customers! It is the customers who will determine your success or failure in the end. What is customer success? The concept of customer success is not new. When a customer uses your product, if their needs are met, and they get the desired outcome, we term it as customer success. A company is required to understand customer needs and anticipate any future challenges to form a strategy that will ensure maximum customer success. The needs of the user should be in perfect sync with the goal of the company. To be able to meet customer needs and address potential problems to achieve customer success, you must have a clear idea about when, how, and why customers are using your product. With our Customer Success Management Template, you will be able to monitor these details in a more organized manner.  Where does Intercom come in? For improved customer satisfaction and success, you have to provide the best possible customer support. Intercom allows you to do just that. With its conversational customer engagement and support services, you can connect with your customers and significantly enhance their experience. This, in turn, will help you forge long-lasting relations and boost your sales and revenue! Supporting customers via Intercom will give you a great deal of information on your customer profile and product usage. Starting from the duration and number of user sessions to when they were last seen on your application, you can get access to a wide variety of useful customer data! Keeping track and regularly updating such data can prove to be a tedious task. That’s why we are here! We here, at Stackby, have meticulously planned and developed a one-of-a-kind Customer Success Management Template! By connecting a column to the Intercom API, you can now import all the user data generated in Intercom to the success plan template. This automated template will eliminate the need to manually enter data about each client or customer. Using Stackby’s Customer Success Management Template, you will now be able to: Keep track of the details of your users or customers automatically via Intercom API. Record the name of the users. Store the email ID and relevant contact details of each user on a single platform. Track the city and corresponding country to which a particular user belongs. Record the current session count and other data, including the duration of each session. Import other relevant information (like custom events that you configure for your product) from Intercom. Monitor, track, and automatically update the data related to all users and customers. Customer engagement and customer success management have never been so easy. Check out this automated customer success management template to track everything about your users and build custom cohorts. 

Employees form the biggest and most important asset of any company. Since they are responsible for all the work, the success of your company is on their shoulders. They are the building blocks that workday in and day out to construct your company from the ground up.  In an increasingly competitive market, hiring and retaining the best talent is essential for your business. How are you supposed to keep track of all your employees and their information in the best possible way? This is where an employee directory comes in! What is an employee directory? Put in simple words; an employee directory is the central repository of every single detail about each employee in the company. Starting from the date of birth, contact details to the name of their supervisor, it stores and regularly updates all employee-related information. Why is it essential to create and maintain an employee directory? Is it worth dedicating your time and resources towards the upkeep of an employee directory? Yes! Here’s why! Updated contact details of employees ensure seamless communication and can help prevent future communication gaps. Medical and emergency contact details can prove to be useful, especially in emergencies. Department wise segregation allows you to monitor the current strength of each department. Details of the supervisor of each employee increase accountability in the company. The duration of stay of each employee allows you to analyze overall employee satisfaction. Keep track of employee appraisal. You can add more benefits to this list!  As an owner or manager, it is your responsibility to record and regularly update all the requisite details of employees of each department. Are you facing difficulty managing all the details? Stackby is here to your rescue! With our Employee Directory Template, keep track of your employee list and information on a single platform! Using Stackby’s Employee Directory Template, you can: Record the list of employees in the entire company or organization. Divide the employee into a different department on the same interface.  Store the current job title of each employee. Record the date of joining and the total number of years in the company. Record the current supervising officer of each employee.  Track the last and next appraisal date. Store relevant medical information including, but not limited to, blood group, disclosed allergies, emergency contact person, and relation to the given contact. Store a photo of each employee. Record the educational qualifications of your employees.  Store updated contact information, including phone number, residential address, and email address used. Record the benefits available to each employee, such as EPF, gratuity, paid leave, group insurance, dental, and conveyance. Monitor and regularly update all information as and when necessary. Our directory template will help you manage your employee information most efficiently with minimal effort and hard work. If you're tracking your job applicants, check out this easy to adopt Applicant Tracker template.  

Introduction 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. This means creating a product roadmap to follow. What is product planning? 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. Therefore, the process requires a tool that can keep up with the task and our Product Roadmap template is ideally equipped for the job. During the initial stages, 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 planning endeavor. A particular epic has one common objective. It could be a feature, business requirement, or 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. All of this is recorded via a product roadmap. Why use a product roadmap template? 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 in the product development stages 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.  

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 bug issues at the earliest. Stackby’s Bug Report Template helps companies do this easily. 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? Bug detection Bug reporting Bug fixing Product testing and 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 Report 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. With the Bug Report Template. Users will be able to: Assign a 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 (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 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.  

Are you looking for new and innovative methods to increase the sale of your product and see your company grow? Let us introduce you to growth hacking experiments and the Growth Hacking Experiments Template. What are growth hacking experiments? Growth hacking is a relatively new concept. As the word suggests, growth hacking is solely concerned with the company’s growth. It involves a process where several experiments are conducted across a variety of channels to grow a business and expand its customer base. The concept of growth hacking has been around for a few years and is a significant reason behind the success of some very well-known start-up companies. It is less concerned with the process and more focused on the ultimate goal. While traditional marketing techniques aim to increase the traffic through your website, growth hacking, or growth marketing focuses on the entire customer journey. Growth hackers use data to track customers through their journey and conduct various experiments at each level to increase the overall growth of the company. Growth hacking is a data-driven, full-funnel marketing strategy! You may be wondering what the funnel is? Let’s breakdown the various parts of a growth hacking funnel: Awareness: Knowledge about your product. Are people aware of your product? Acquisition: The step of first engagement. What do customers see when they sign up? Activation: Did they sign-up for your product? What can you do to increase the chances that they will try out your product? Retention: Do they come back and buy again? What can you do to increase customer retention? Referral: Did they refer the product to their friends? How can you turn your current customers into channels of marketing? Revenue: How can you increase the revenue stream of your company? Due to its dynamic and experimental nature, keeping track of the entire process of growth hacking experimentation can be chaotic. Here’s Stackby’s Growth Hacking Experiments Template to the rescue! With our customizable Growth Hacking Experiments Template, you can create, strategize, and implement your growth hacks with immense ease! Using the growth hacking template, you can: Record all the growth hacking experiments planned and conducted. Add notes to each one for a better understanding of the process. Assign a category to each experiment (User Acquisition/ Automation/ Management/ Marketing/ Promotional Offer). Keep track of the channels on which the growth hacks are applied (Facebook/ Twitter/ Instagram/ Email/ Paid Ads/ Product Interactions/ LinkedIn). Track the funnel impact of each growth hack (High/ Medium/ Low). Assign a team to each experiment. Store the graphics related to each growth hacking experiment. Track the start and end date of each and monitor the status of the same (Yet to Start/ Planning/ Ongoing/ Completed). The Growth Hacking Experiment Template is highly customizable and can be modified to vibrate at the same frequency as your experiment, thereby ensuring that the whole workflow is as smooth as possible. Moreover, the recursive tasks can be automated for maximum efficiency. Brainstorm ideas and experiments and implement them with minimum effort with Stackby’s Growth Hacking Experiments Template!

Are you still using a spreadsheet instead of a simple applicant tracking template for managing the recruitment process? It is time to make the switch! Using spreadsheets for applicant tracking results in redundant data, manual data handling, higher chances of errors, and a lot of chaos. An applicant tracker, on the other hand, can make things smoother for your whole team. Stackby’s applicant tracking template provides you with a database for managing applicant data. You can connect this template with an applicant tracking form and automatically collect and organize data. What is an Applicant Tracking System? Companies today consider multiple different candidates for a position. So, they need a system to manage and track the data related to these candidates. Moreover, if they are hiring for different positions, they will have to keep a track of every candidate applying for every open position. A simple applicant tracking system helps you manage the applicant data such as their resumes, interview details, rankings, personal details, and so on in a streamlined manner. This not only organizes the hiring process but also makes the process much easier, simpler, and faster. Overview of Stackby’s ATS Template To help HR professionals manage the applicant tracking, we have created a simple applicant tracking template that stores and manages all the data about the applicants. Manage Applicant Data and Interviewer Details Together Add details of applicants like their name, resume, interview notes, contact, etc. all in one place. C??heck how many candidates are being interviewed by each interviewer, on which date they conducted the interviews, and what is the status of the interviews. You can find who is interviewing which candidate easily. Find The Status of Open Job Profiles Store all the details about the open job profiles in your organization and track which interviewer is responsible for which job profile. You can also find how many applicants have currently applied for a specific position. Collect applicant data automatically using Applicant Tracking Form Our Candidate Tracking Template includes an Applicant Tracking Form that you can send to the candidates to gather their basic information that is to be filled in the Applicants table. Once a candidate submits the form, it will create a row in the Applicants table automatically and add all the data in the respective columns. This way, you do not need to add data manually in the applicant tracking log template. This reduces the chances of human errors. Read more: Stackby forms Filter applicants by Status/ Scores Our ATS Template also includes a Kanban View of candidates based on their Status (hired, rejected, 1st round passed, kept on back-burner, etc). This can help HR to visualize how many candidates have been rejected/accepted, etc. It also includes a Kanban View where you can filter out candidates based on the scores that their interviewers gave to them. This can help in deciding which candidates are to be selected and which are to be rejected. Stay on top of your recruitment schedule with Interview Calendar Our Applicant Tracking Template includes an Interview Calendar that will provide you with an overview of interviews lined up for the week/month/day. Who Can Use an Applicant Tracker Template? Our simple applicant tracking template can be used by the Human Resources department, HR Managers, Staffing Coordinators, Staffing Specialists, HR Assistants, HR Administrators, Entrepreneurs, Small business owners, etc. Why Do We Need ATS Templates? In today’s fast-moving world, companies use an applicant tracking system to identify, evaluate and hire the best employees for themselves. Those who still hold back from adopting this system usually fall short of achieving their desired results. An effective recruitment process is said to be in place when the company can engage with the top talent and hire the best. Digitizing and managing the information of all the candidates in a specific platform in the initial stages of the screening is one of the many things that an applicant tracker system does in no time. Here are some of the advantages of using a simple candidate application tracking system 1. Reduces time to hire. The job application tracker spreadsheet will increase the speed of your selection process, as it reduces the time you would have to spend on administrative tasks. Manually managing the listing and bookkeeping takes an ample amount of time. 2. Improves hiring quality. The quality of hiring becomes better after using a simple applicant tracker template. For instance, automated matching of the specific skills and requirements would only allow the best candidates to compete. 3. Speeds up the recruitment cycle. Having all the information and credentials in front of the recruiter will make his work easier tenfold. Since the information is properly organized in one space, Excel spreadsheet templates for tracking make the recruitment process faster. 4. Provides better screening. It is often a tiring task for the recruiter if he or she does everything manually, and can be quite overwhelming. This can be solved easily as the job application tracker spreadsheet does the automated screening of applications by using various algorithms. How to Customize Stackby’s Applicant Tracking Software for Your Business? Once you copy this simple applicant tracking template to your Stackby Workspace, you can: Add/ update the tables given in the template. Start with finalizing the columns you need to track the Applicant information and then update the applicant tracking form. Enter the details of the interviewers and create an interview schedule. Add the details of the open profiles in your organization. Find out which interviewer is conducting interviews for which job profile and more! Find your new, perfect employee with Stackby’s ATS Hiring candidates and growing your company/business can be an exciting job. Do not make it cumbersome by depending on spreadsheets. Use our applicant tracking system template and find the best employees who suit your organization’s ethics and work culture. Check out this step-by-step video on how to build an applicant tracking system for your company. Find more templates on HR and Recruiting on Stackby: Employee Onboarding Template Employee Training Plan Template Recruiting Pipeline Template HR Knowledge Base Template 

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. Our User Research Template can help you out with that! 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: 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. 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 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. It 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 User Research template is there to lend you a helping hand.

Innovative, creative and eye-catching marketing campaigns are one of the key drivers of success for any venture. From social media marketing to interactive surveys, live videos to online advertisements, an effective and well-planned campaign management plan can change the face of your business overnight! And the easiest way to manage your campaigns is by using a marketing campaign tracker template. What are the key essentials for any marketing campaign management plan? Set a goal for your marketing campaign. Decide on your target audience. Set a budget for your campaign planning strategy. Decide on a platform/channel. Organize your team and divide the work. Determine the content. Track your marketing campaigns diligently. This will help you analyze whether a particular strategy from your campaign management plan is working for you. Respond and Improve. Customer testimonials are first-hand inputs that will determine how your campaign planning strategy is being received by the target audience. Update the same when the need arises. What is a Marketing Campaign Tracker Template? A marketing campaign tracker template is a pre-formatted document that helps you to keep track of multiple aspects of your campaigns in an easier and accessible manner. This template is customizable and can be tailored to suit your requirement. Why do you need a Marketing Campaign TrackerTemplate? Whether you are campaigning to attract new customers, increase your sales, advertise a new offer or improve brand loyalty, a marketing campaign requires meticulous campaign planning and execution. A marketing campaign tracker template is the answer to all your problems! A marketing campaign tracker template is a one-stop solution that keeps track of all your campaign planning work and helps you hit all the benchmarks to ensure that your marketing gets results. Here at Stackby, we will assist you in launching your marketing campaign with our well planned and time-tested marketing campaign tracker template. Who is this template for? This template is ideally suited for marketers, SEO agencies, startups and SMEs. The campaign tracker template has immense utility potential for all sectors that perform marketing related activities. How will Stackby’s Marketing Campaign Tracker Template help you? You can set campaign goals, assign campaign leaders and divide your campaigns among various platforms. Our campaign management template will make your job easier by allowing you to: Track the status of each of your marketing campaigns separately. Check the amount spent on each campaign till date to make sure you do not overshoot your budget. Keep track of the number of clicks. Keep track of the number of conversions and conversion rates. It assigns a conversion status to each campaign. You can decide which platform and strategy are bringing the best results for your company. Calculate your average CPA. Set a start and end date for your marketing campaign. Monitor and update your ad campaign management plan as and when required. You can switch to the Kanban or calendar mode to get a better overview of your campaign plan and deadlines. Use Stackby’s Marketing Campaign Tracking Template to plan, manage, and enrich your marketing campaign management experience like never before!You may also find these Templates useful: Ad Campaign Planning, Facebook Ad Campaign  

Project planning is certainly no easy feat. It requires numerous things such as a clear idea of the project, work delegation to the right people, team coordination, and proper execution. If you are a project planning manager, you will have to keep in mind different people associated with different activities, each department's status, and how the teams are coming along. Keeping track of all these activities and personnel simultaneously can be a bit overwhelming, to say the least. You would require a tool that will help you keep a check on all these effortlessly. That’s where our Project Planning Template can be of assistance.  A project planning template will make your work easier by allowing you to keep track of all the different activities, people associated with them and the status of the work and help organize the stack categorically according to your preferences. Why do you need a Project Plan? A project plan is an essential element for the successful implementation of the project. It is used to document and communicate expectations, layout the schedule and control it, and calculate and manage the risks. It helps in: Improving communication Increases transparency. Helps in team building. But the plan can get quite overwhelming without the right tool. A project planning template will have all the steps listed that are required to be achieved. It includes information about the activities, the names of the people who will do them, due date, priority, and status. Having a project planning template will give you peace of mind, and you will be on track with everything going on. Decision making gets easier when you know exactly where you stand and what needs to be achieved. Who will this be useful for? This project planning template will be useful for marketing teams, sales team, operations team, product launch team, SMEs, & also agencies. How can Stackby’s Project Planning Template help you? A project planning template by Stackby will: Have all the necessary information related to the project’s tasks and the people assigned to every activity. You can pull up any information by just searching in the search bar. You will be able to visualize the deadline and keep everyone on track with this template. You can organize the stack according to the task, priority, status, team, start date, and deadline, along with attachments and some additional news. It is quite easy to operate, and the stack can be updated anytime and anywhere. Having all the information in one place about the project will ease accessibility, and the project implementation will go as planned. The free project planning software is easily customizable. You can add the information you want and categorize it accordingly.   You can use the free project planning software by making an account on Stackby and enjoy the benefits the template provides you with its features. You will also find these templates useful: Project Tracker, Project Schedule, Project Resource Management

In a business where there are profits and losses, there are risks involved too. But some risks can harm your business and business organization and that you want to avoid at all cost. A smart business manager is the one who assesses the risks beforehand and keeps a plan all set in case a contingency arises. As an owner and a business manager, you must: Identify what can be the cause of any illness for your business? (hazard) How dangerous the situation can be, and whether can someone be harmed? (risk) What can be the precautions that you can take to avoid these? (control) There can be different types of risks in a business, and managing all of them individually and taking control of them can get too overwhelming. For this, a risk assessment template is a perfect solution for you. You can record information like what type of risk you can face, who will be in charge of it, what can be done, what will be required, etc., all at one template. You can have the details of what, whom, and when required to facilitate risk management available in a single location with the Risk Assessment Template. What are the Steps needed to Manage the Risk?  Here are the steps every organization should follow to keep the risks at bay: 1. Identify hazards You need to look around your organization and see what kind of work people are doing? What time are they doing the work? Is anyone exposed to harmful chemicals? Does anyone feel uncomfortable or threatened? Do your employees/workers need any protective gear for some particular type of work? Etc. Also, look at your records for any past mishaps. 2. Assessment of risk Now you need to ask yourself whether someone would be harmed from all those risks or not. If yes, what kind of harm can be done and to whom, what will be done in that condition and who will be responsible for taking the corrective measures? 3. Control the risks Now is the time to take corrective precautions to avoid the risks as much as possible. You need to think of how to execute the planning for controlling the risks. If required, you may have to change some policies or redesign your working structure to protect your business and your employees also who are also a part of the organization.  4. Record the findings After executing controlling measures and redesigning the framework, you should record all the changes brought with the measures and note down your findings for future use. You can use a risk assessment form or template for this to avoid confusion. 5. Review the findings Finally, review & analyze what was done, and if the results are not up to the mark, think about any other work that could have been done and start planning again. Have your own free risk assessment template with Stackby and be free from the work of managing every little information regarding risk assessment.

One of the basic management functions is to conduct meetings to execute the project at hand properly. However, the obstacle of cost, lack of time, and disorganization make it difficult for the team to execute the work according to the time and standards of the firm. In such a case, Stackby’s Team Meeting Agenda Template comes to the rescue that helps in planning meetings and saves time and money. How is the Team Meeting Agenda Template useful? The template helps the user to organize their meetings with ease. It helps them classify the meetings according to the date, time, and type and allows users to record their plans in detail.  The cost of having to issue separate templates for separate issues is dealt with since this template allows the user to prepare notes alongside their topics of discussion, and the conclusion of the meeting determines the role of the employees.  The agenda of the meeting is essential to be prepared since it gives the meeting a direction. The team meeting agenda template proves useful while planning the invites, the number of members included in the meeting, the team and its leader's role, and many more.  Its feature allows the topic to be discussed according to its type, priority, and content. This helps the firm manage time efficiently. The meetings can be recorded and linked to the team meeting agenda template. This allows the attendees to review the discussion and go over the reached conclusion when required.  Who will find this template useful? Business firms that take bulk contracts are likely to find this useful with other big businesses irrespective of their industry.

User story mapping is one of the main marketing strategies that help the company simultaneously improve its customer interaction and its products. The company needs to pay attention to customers' reviews if they want more engagement and more sales. Thus, Stackby makes it easier for businesses to reach out to their users for feedback for better product development with the User Story Mapping Template.  How will the Stackby User Story Mapping Template help your business? This template records the feedback of the customers who have tried out the products and services of the company. This allows the firm to make alterations in their output according to the demands of their customers.  The Stackby user story mapping template helps the firm improve customer interaction, while constructive criticism helps the firms improvise in their products and CRM strategies. The template allows the user to arrange the data collected based on the necessity as well.  The creation and maintenance of the user story also encourage other engagers to buy the company’s products in good faith.  Building this user story and its management increases employee efficiency since they understand their customers better and thus improve their work quality. Who will be finding this User Story Mapping Template useful? Product managers in marketing firms will be finding this template extremely useful. It will also prove beneficial for companies selling software products since they would have to develop the products according to the customer demands.