IT Ticket Management Template

Efficient onboarding is vital to ensure new hires are equipped with the tools and information they need to become productive from day one. While HR handles the cultural and administrative aspects, IT departments are responsible for enabling access, provisioning hardware, and setting up the necessary systems. The IT Employee Onboarding Tracker by Stackby is designed to bring order, clarity, and collaboration to this process. This fully customizable template enables IT and HR teams to work together in a centralized space—tracking assets, credentials, onboarding progress, and documentation for every new employee. Whether you're onboarding a single hire or managing multiple joiners across departments, this solution provides a structured and scalable approach.  Key Elements Tracked in the Template 1. New Hire Details Start with the essential information: employee name, department, role, start date, manager, work location, and onboarding status. Use filters or grouping to organize hires by department or joining month. 2. Device & Asset Allocation Keep a detailed log of IT hardware assigned to each employee—laptops, monitors, headsets, phones, and more. Track issue date, serial numbers, condition, expected return date, and return status for efficient asset management. 3. Access and Tools Setup For each employee, list all required software and system credentials such as email, Slack, VPN, project management tools, and CRM platforms. Record the setup status, provisioning date, and the IT personnel responsible for each item. 4. Training and Orientation Track mandatory onboarding sessions and technical training. Include training names, dates, trainers, completion status, and comments. This ensures new hires are equipped with the necessary knowledge for their roles. 5. Documentation and Acknowledgment Ensure compliance by logging document submissions like NDAs, IT usage policies, data protection acknowledgments, and ID verification. Each entry includes submission date, file attachment, and approval status.  Template Capabilities and Views Status-Based WorkflowsAssign onboarding stages such as “Pending IT Setup,” “Access Granted,” “Device Delivered,” and “Onboarding Complete.” View team-wide progress in a Kanban layout or Grid view. Calendar & Timeline ViewsVisualize start dates, task deadlines, or asset return dates using calendar and timeline views. Ideal for planning ahead and avoiding last-minute issues. Linked RecordsConnect employee records with asset allocation, system credentials, and training schedules using linked columns. This creates a relational structure that enhances visibility and data management. Reminders and AutomationsUse Stackby’s automation features to set reminders for incomplete tasks or due dates for access setup and device returns, reducing manual follow-ups. Attachment SupportUpload offer letters, signed documents, ID proofs, or onboarding guides directly to each record, making it easy to retrieve key documents in one place. Benefits and Use Cases Unified Workspace for IT and HRCoordinate across departments in a single platform to reduce gaps in communication and task handoffs during onboarding. Improved AccountabilityAssign individual responsibilities and track the progress of each task, from issuing hardware to setting up accounts. Standardized Onboarding ProcessDefine and follow a consistent onboarding process regardless of department, location, or role—ensuring all employees get what they need. Remote Onboarding ReadySupport distributed teams by organizing shipping schedules, remote access setup, and virtual training in a central system. Auditable Records and ComplianceMaintain accurate records for audits, IT policy adherence, and equipment accountability. Who Should Use This Template? IT Managers overseeing employee technology provisioning HR and People Operations teams managing onboarding logistics Startups and growing companies aiming to standardize their onboarding process Remote-first organizations managing distributed hires With the IT Employee Onboarding Tracker, your team can bring structure and visibility to one of the most critical moments in an employee’s journey. It’s more than just a task list—it’s your all-in-one workspace to ensure a successful and stress-free onboarding experience. 

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  

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.

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

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.

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.

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. 

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  

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 

Managing IT procurement efficiently is crucial for maintaining smooth operations across any organization. From sourcing hardware and software to tracking vendor quotes, approvals, and deliveries, the process often involves multiple stakeholders and moving parts. That’s why Stackby’s IT Procurement Tracker Template is designed to help IT teams organize, automate, and streamline their purchasing workflows—all in one centralized workspace. This flexible and customizable template enables you to log procurement requests, manage vendor relationships, monitor budgets, and ensure timely deliveries. Whether you’re part of an internal IT department, a procurement team, or a managed service provider, this tool is tailored to simplify your IT acquisition process and keep everyone aligned. What This Template Helps You Manage 1. Procurement Requests Tracker Start by capturing procurement needs from various teams. Each entry includes a request ID, requestor name, department, item description, quantity needed, required date, and priority. The status field keeps you informed whether the request is “Under Review,” “Approved,” “Ordered,” or “Delivered.” 2. Vendor List Maintain a detailed list of approved vendors, including contact details, categories supplied (hardware, software, networking), ratings, and terms of service. You can link vendors to specific procurement requests to ensure transparency in sourcing. 3. Quotes and Pricing Store multiple quotes for each procurement item and compare vendor pricing easily. Track quote numbers, item breakdowns, pricing, taxes, and expiration dates to select the best value options. 4. Order & Delivery Status Once a request is approved, track the purchase order ID, order date, expected delivery, shipping status, invoice number, and total cost. This section helps ensure timely follow-ups and identifies delays early. 5. Budget Monitoring Integrate procurement entries with department budgets or cost centers. Compare estimated vs actual spending per item or vendor using custom formulas. This ensures better forecasting and accountability. Key Functional Capabilities Custom Workflows:Move items seamlessly through various stages—Requested, Approved, Ordered, Delivered—using dropdowns or Kanban views. Vendor Comparison:Link multiple quotes to each procurement item and use formulas to automatically highlight the lowest price. Timeline Tracking:Use calendar views to track expected delivery dates or procurement cycles by week or month. Automated Reminders:Set alerts for pending approvals, quote expiration, or delayed deliveries through Stackby’s automation tools. Attachments & Documentation:Upload invoices, purchase orders, product specs, and quote PDFs directly to each record for centralized documentation.  Use Cases for This Template Internal IT DepartmentsManage employee requests for laptops, software licenses, monitors, or cloud services with clear visibility and approval workflows. Procurement & Finance TeamsStreamline communication between IT and finance by maintaining cost records, budgets, and vendor history in one place. Startups & Growing CompaniesBuild a scalable procurement process from day one to avoid miscommunication or overspending. Education, Healthcare, and GovernmentMaintain compliance, documentation, and audit trails for all IT acquisitions.  Why Use Stackby for IT Procurement? Traditional procurement systems can be overly complex or expensive. Stackby offers the flexibility of a spreadsheet with the power of a database, allowing you to adapt the template to your specific needs—whether that’s adding approval workflows, calculating taxes, or integrating with communication platforms like Slack or Microsoft Teams. The template also works well in collaborative environments. Procurement managers, IT staff, department heads, and finance officers can all contribute, review, and update information in real time, ensuring transparency and coordination. With built-in views like “Pending Orders,” “High-Priority Requests,” and “Vendor Comparison,” you can manage the full lifecycle of procurement in a visual, efficient way. Would you like help generating: Sample formulas (e.g., calculating total cost with tax)? Dashboard summaries (e.g., open orders by vendor or cost category)? Column-by-column descriptions? Let me know and I can create those next.