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Efficient IT support is essential to keeping your organization running smoothly. Stackby’s IT Ticket Management Template provides a comprehensive, customizable solution to track, manage, and resolve internal IT issues with clarity and speed. Designed for IT help desks, system administrators, and technical support teams, this template gives you a structured way to streamline your ticketing workflow—from issue reporting to resolution. Whether your company handles a handful of support tickets or dozens per day, organizing them efficiently can prevent SLA breaches, reduce response time, and boost internal satisfaction. With this template, you can not only log each support ticket but also track key details like requestor information, ticket priority, issue categories, assigned agents, resolution status, and SLA timelines. What This Template Offers This template is structured into multiple connected views to offer full visibility into your support process. Here’s a breakdown: 1. Support Tickets View Capture all incoming IT issues in a central table. Each ticket can be logged with an auto-generated ID, priority, description, requester details, department, and issue category. You can assign tickets to specific agents, update their status, and track SLA deadlines and resolution time. 2. Agent Directory Keep a centralized list of your IT support team members. Track their contact info, skill levels, roles (Level 1, 2, or 3), and total tickets assigned. This ensures that requests are always routed to the right person based on issue type or expertise. 3. Requester & Department Directory Know who raised each issue and from which department. This makes follow-up easier and gives insights into recurring problems in specific teams like HR, Finance, or Marketing. 4. Issue Categories Classify each ticket based on predefined issue categories like Hardware, Software, Network, or Access. Assign default SLA durations to each category to help your team stay accountable and prioritize effectively.  Key Functional Highlights Priority & Status TrackingInstantly view the status of every ticket—whether it’s Open, In Progress, Resolved, or Closed—along with priority levels from Low to Urgent. SLA & Resolution MetricsUse built-in date and formula columns to track SLA due dates, measure actual resolution time, and flag overdue tickets. Agent Assignment & WorkloadLink each ticket to an agent from your support team. Analyze individual workloads using formulas to ensure even distribution and fast response. Automated Views & FiltersCreate filtered views like “High Priority Tickets,” “Tickets Due Today,” or “Resolved This Week” to keep your team focused on what matters most. Attachment & Communication LogsAdd screenshots, documents, or logs to each ticket. Use long text fields to track back-and-forth conversations with requesters. Use Cases In-House IT TeamsTrack internal requests across all departments, improve SLA compliance, and ensure quicker turnaround. Managed IT Service Providers (MSPs)Use the template to manage client tickets in a white-labeled workspace and report on resolution times. Startups & SMEsImplement an easy-to-use IT help desk system without the cost of complex software. Educational or Government InstitutionsLog and resolve tech issues from faculty, students, or staff while maintaining audit trails. Why Use Stackby for IT Ticket Management? Unlike rigid help desk software, Stackby lets you fully customize the template to your needs. You can: Build ticket submission forms for employees Create automated reminders and status updates Visualize workload via Kanban boards or calendar views Integrate with tools like Slack or Gmail to trigger alerts or auto-create tickets This flexibility makes Stackby ideal for businesses that need a lightweight yet powerful IT management system. Get started instantly, adapt the fields as you grow, and centralize your ticket lifecycle in a collaborative workspace. Would you like me to now help create: A visual layout or screenshot mockup? Help text for each column in the template? Dashboard metrics (e.g., ticket status summary, agent workload charts)?

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. 

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. 

Managing IT operations in any organization can quickly become overwhelming without the right systems in place. From tracking hardware and software assets to handling support tickets, managing vendors, and ensuring compliance, IT teams must juggle a wide range of responsibilities daily. To help streamline these operations, the IT Management Dashboard Template in Stackby offers a centralized, collaborative platform that brings together all critical IT functions. This template is designed for IT teams, system administrators, and infrastructure managers who need to track, manage, and report on their technology stack with accuracy and clarity. Whether you're part of a growing startup or an established enterprise, this flexible, no-code template adapts to your workflows and helps maintain full visibility over IT resources.  Key Areas Covered in the Template 1. IT Asset Tracker This module logs every piece of hardware in your organization—from laptops and desktops to routers, monitors, and mobile devices. Each entry includes: Asset ID and type Assigned user or department Purchase date and warranty expiration Status (In Use, Available, Under Repair, Retired) Vendor and serial number The asset tracker ensures every piece of IT equipment is accounted for and can be easily monitored through views like “Assets by Department” or “Warranties Expiring Soon.” 2. Ticket Management Support requests are tracked through a dedicated ticket log. IT team members can use this table to: Record issue details and requestor information Assign tickets to technicians Set priority and current status (Open, In Progress, Resolved) Track resolution time and feedback Tickets can be visualized in Kanban view for workflow clarity or filtered by urgency for triaging. 3. Software License Monitoring Stay compliant by maintaining an accurate record of all software used across the organization. This section includes: Software name and license type Expiration and renewal dates Number of active users License keys and documentation Never lose track of a license renewal again with built-in reminders and calendar views. 4. Vendor Directory Manage all IT vendors in one place—hardware suppliers, cloud service providers, software resellers, and more. Each entry captures: Vendor contact details Services provided Contract periods and renewal terms Assigned point of contact This helps with centralized relationship management and streamlines procurement decisions. 5. Project and Implementation Tracker Keep tabs on all ongoing and planned IT projects—like infrastructure upgrades, cybersecurity implementations, or new software rollouts. Each record allows you to track: Project owner and team members Timeline and milestones Budget, progress status, and notes Linked tickets and assets involved View projects on a timeline to monitor deadlines or filter by status for reporting purposes. Template Features and Custom Views Grid, Kanban, and Calendar ViewsCustomize views to match your workflow—track open support requests in Kanban or view asset return dates on a calendar. Relational LinkingLink software licenses to assigned employees, tickets to projects, and vendors to assets to create a relational database-like experience. Automation ReadySet up alerts for upcoming renewals, overdue tickets, or asset audits using Stackby’s built-in automation tools. Attachments and CommentsUpload supporting documents such as invoices, contracts, screenshots, and user guides directly into each record. Customizable FieldsTailor each table to your organization’s specific needs—add dropdowns, checkboxes, date pickers, or URL fields.  Who Is This Template For? IT Managers & AdministratorsGain visibility into assets, workloads, licenses, and support pipelines. Startups & Mid-Sized BusinessesEstablish scalable IT processes as your business grows. Enterprise Tech TeamsStandardize IT workflows across multiple teams or departments. MSPs (Managed Service Providers)Monitor and manage client systems in one dashboard with ease. The IT Management Dashboard Template for Stackby gives you a real-time overview of your entire IT ecosystem—improving response times, reducing errors, and enabling smarter decisions. With the flexibility of no-code customization and the power of collaboration, you can run IT operations more efficiently than ever before. Let us know if you’d like help adding sample data, formulas (e.g., tracking asset ROI or SLA breaches), or setting up views for your organization. 

Vendor Assessment Template

Vendor Assessment Template

Stock Ledger Template

Streamline Loan Management with the Loan Agency CRM Template Managing multiple loan applications, tracking customer details, and coordinating with loan officers can quickly become overwhelming for any loan agency. Whether you’re handling dozens or hundreds of clients, staying organized is critical. Stackby’s Loan Agency CRM Template offers a powerful yet easy-to-use solution designed specifically to help loan professionals streamline their processes, reduce delays, and improve client satisfaction. This template centralizes all your client, lead, and loan-related information in one structured workspace. It’s perfect for small and mid-sized agencies looking for a simple tool to manage loan pipelines efficiently without the complexity of a traditional CRM system. Template Overview The Loan Agency CRM template includes dedicated fields to help you keep track of everything from lead generation to final approval and disbursal. Whether your team works on home loans, personal loans, car loans, or business financing, this customizable layout ensures nothing falls through the cracks. Key Fields: Client Name Loan Type (Personal, Home, Auto, Business) Loan Amount Requested Application Status (Lead, Submitted, Under Review, Approved, Rejected) Assigned Agent Contact Details Follow-Up Date Submission Date Approval Date Document Checklist Comments or Notes Each field is customizable to match your agency’s processes and terminology, ensuring that the CRM works for you — not the other way around. Key Features Centralized Client DatabaseStore and view all client and lead information in one place, with filters for loan types, status, or assigned agent. Real-Time Application TrackingMonitor the progress of each application from lead to approval using status columns and grouped views. Quickly identify bottlenecks and pending cases. Custom Follow-Up RemindersNever miss a follow-up again. Assign and track follow-up dates to ensure timely communication with leads and clients. Document ManagementMaintain a checklist of required documents for each loan type and mark off what’s been submitted. Upload links or references directly in the database. Team CollaborationAssign agents to specific clients and allow internal notes or comments for seamless collaboration between sales, processing, and verification teams. Flexible ViewsUse filtered views to focus on "Pending Applications", "Approved Loans", or "Follow-Ups Due Today." Calendar views allow for easy scheduling at a glance. Use Cases Loan Agencies: Track the entire lifecycle of a loan application, from lead intake to final approval. Freelance Loan Consultants: Manage your personal client pipeline and loan portfolio more efficiently. Financial Institutions: Use this as a lightweight CRM to manage decentralized loan officers and customer interactions. Mortgage Brokers: Maintain clear records of applicant data, assigned agents, and document statuses. Customer Service Teams: Access all relevant client information instantly when responding to inquiries or providing support. Why Use This Template on Stackby? Unlike conventional CRMs that are either too rigid or overly complex, Stackby’s Loan Agency CRM template is fully flexible and easy to use. You don’t need to hire a developer or undergo weeks of training. Simply plug in your client data, customize the fields to your workflow, and get started. Stackby also enables integrations with tools like Google Calendar, Gmail, or Slack so your follow-ups and status changes can trigger reminders or team notifications automatically. Built-in filters and grouping options help you visualize the data that matters most — whether it’s applications in review, clients assigned to a specific agent, or loans over a certain threshold. You also get access to real-time collaboration, which means multiple team members can update the CRM simultaneously, ensuring your data is always up-to-date. Get Started Now Managing your loan operations shouldn't be a headache. With Stackby’s Loan Agency CRM Template, you’ll get the structure, clarity, and automation needed to grow your business while delivering excellent client service. From onboarding new leads to monitoring approvals and maintaining compliance, every step is trackable, actionable, and efficient. Start customizing this template today and take control of your loan management workflow — all in one place. 

In today's rapidly evolving business environment, staying ahead requires more than just tactical execution — it demands clear strategic insight. That’s where a well-structured SWOT analysis becomes invaluable. Stackby’s SWOT Analysis Template offers a simple yet powerful way to visualize and evaluate your organization’s internal and external factors to support smarter, data-driven decision-making. Whether you're launching a new product, reviewing quarterly progress, or planning department-wide initiatives, a SWOT analysis helps align everyone on core business realities and future possibilities. This template is designed to provide clarity, streamline strategic discussions, and ensure that your team remains proactive in identifying areas of growth and risk. What’s Included in the Template? This template helps break down your business or project review into four core quadrants: Strengths: What are we doing well? What advantages do we have internally? Weaknesses: Where are the gaps? What needs improvement? Opportunities: What external trends or possibilities can we leverage? Threats: What external risks could hinder progress? Each entry can be linked to a specific department, initiative, or project, allowing you to manage SWOT inputs by context and track patterns across teams or time periods. Key Fields: SWOT Quadrant (Dropdown: Strength, Weakness, Opportunity, Threat) Description (Long Text) Associated Department (Linked or Dropdown) Initiative or Project Name Impact Level (High, Medium, Low) Responsible Owner Action Plan or Notes Review Date This structured layout allows your team to not only document the analysis but also take it forward into planning and accountability. Top Features of the Template Quadrant-Based StructureEntries are clearly categorized into the four SWOT quadrants, making it easy to sort and filter by theme or business unit. Tag by Department or ProjectOrganize SWOT insights by department, product line, or campaign to focus strategy sessions on specific areas. Action-Oriented NotesTurn insights into action. Use the action plan column to assign tasks and ensure follow-through on every identified item. Custom ViewsCreate filtered views for each quadrant or department to get focused insights for specific reviews or meetings. Collaborative InputEnable multiple team members to contribute their observations, improving the accuracy and completeness of the analysis. Periodic Review & UpdatesTrack changes in business conditions over time and compare SWOT entries across quarters or years to evaluate progress. Use Cases Strategic Planning: Conduct SWOT reviews for annual or quarterly business planning across departments or product lines. Project Evaluation: Use it at the kickoff of new projects to assess potential risks and benefits. Startup Positioning: For new ventures, map out the competitive landscape and internal readiness with a clear SWOT breakdown. Competitor Analysis: Evaluate how your company stacks up against competitors using quadrant-based insights. Team Retrospectives: Run SWOT workshops with teams to reflect on what worked and what didn’t in past projects or initiatives. Why Use This Template on Stackby? Unlike traditional paper charts or static slides, Stackby transforms your SWOT analysis into a live, collaborative, and data-rich environment. You can filter, group, and sort insights dynamically, link entries to team members or departments, and convert insights into action plans. Plus, you can schedule regular reviews and updates using Stackby’s calendar or reminder features. This approach brings more depth, traceability, and accountability to your strategy discussions — making it more than just a one-time exercise. With Stackby, your SWOT analysis becomes a living document that evolves with your business. Get Started Today This SWOT Analysis Template is fully customizable and ready to use out of the box. Whether you're managing a single project or conducting a company-wide strategy review, you’ll have a clean, flexible structure to capture and act on your key insights. Use it alone or with your team, and keep your business aligned with clear goals and focused priorities. Stay strategic, stay agile — with Stackby.