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 operation. Whether you're handling sales inquiries, technical support, or customer service, keeping track of every interaction is vital for delivering fast, consistent, and quality responses. The Call Center Log Template by Stackby is a simple yet powerful way to organize your team’s daily call activities, streamline communication tracking, and make data-driven decisions. This ready-to-use template is designed to help support teams, call center agents, supervisors, and service managers monitor and analyze all inbound and outbound call interactions. It provides a centralized system to record key details, track response times, follow up on unresolved issues, and improve overall service quality. What’s Included in the Call Center Log Template? The Stackby Call Center Log template is structured across multiple tables that seamlessly work together to give you a complete overview of your call operations. Here's a breakdown of each table and its core functionality: 1. Call Logs Table This is the main table where every incoming or outgoing call is logged with complete context. Key columns include: Call ID (Auto-generated or manually added) Agent Name (Linked to Agents table) Call Type (Inbound / Outbound) Call Date & Time Client Name or Number Call Purpose (Inquiry, Complaint, Follow-Up, etc.) Call Outcome (Resolved, Escalated, Callback Needed) Duration (mins) Next Action / Follow-up Date Status (Completed, Pending, In Progress) Notes / Summary You can use filters or Kanban views to organize calls based on status, agent, or outcome, helping teams prioritize follow-ups and reduce dropped issues. 2. Agents Table This table keeps track of all call center agents, their availability, and assigned calls. It includes: Agent Name Email / Contact Info Team / Department Working Hours / Shift Total Calls Handled (Linked summary from Call Logs) Average Call Duration (via formula) Performance Notes Having agent-level data in one place makes performance tracking and workload distribution much easier for supervisors and team leads. 3. Call Reasons & Categories Table To standardize the classification of each call, this table includes predefined categories: Category (Billing, Technical, Sales Inquiry, etc.) Sub-Reason Resolution Type Assigned Team (if applicable) Default Follow-up Timeframe Using this table ensures consistency across logs and helps analyze trends in customer queries or issues. 4. Daily Summary / Dashboard View A customized view that includes formulas and summaries such as: Total Calls Today Resolved vs Escalated Average Response Time Top Performing Agents Pending Follow-Ups This summary helps managers get a quick snapshot of call center performance each day. Key Features and Benefits Centralized Call Tracking: Log all calls in a structured, searchable database so no conversation is lost. Agent Performance Insights: Measure calls handled, duration, and outcome per agent to optimize workload and training. Follow-Up Management: Keep track of callbacks and unresolved issues with due dates and status indicators. Custom Views: Use calendar or Kanban views to see what's scheduled, pending, or resolved. Real-Time Collaboration: Share updates across teams, assign call entries, and add notes to ensure smooth handoffs. No-Code Flexibility: Customize the template to add automations, integrations, and formulas to suit your call workflow. Who Should Use This Template? Call Centers: Manage high volumes of customer conversations efficiently. Customer Support Teams: Track support interactions and follow-ups across multiple agents. Sales Teams: Log outbound prospecting or customer calls and monitor conversions. IT & Technical Support Desks: Keep detailed call logs and escalate tickets if needed. BPO & Outsourcing Firms: Manage multiple client campaigns in a single, centralized system. Why Stackby? Unlike rigid CRM or call software systems, Stackby offers a fully customizable, spreadsheet-style interface with the power of relational databases. You can link tables, use built-in communication tools, set reminders, and visualize data without writing any code. With the Call Center Log Template, Stackby empowers your team to log smarter, respond faster, and serve better—resulting in improved customer satisfaction and more efficient operations. Start using the Call Center Log template today and transform how your support team manages and responds to every customer call. 

Publishing blog content consistently and strategically is critical for building online visibility, brand authority, and audience engagement. However, without a well-organized system, managing blog ideas, tracking article progress, assigning tasks, and ensuring timely publication can become overwhelming. That’s why Stackby offers the Blog Post Management Template—a powerful, no-code solution that simplifies your entire content workflow from ideation to publishing. This ready-to-use template is ideal for content marketers, SEO teams, freelance writers, editors, and bloggers. It helps you structure your content process, manage contributor tasks, maintain editorial quality, and ensure every blog post goes live on schedule. What the Template Includes The Blog Post Management template comes with multiple pre-built tables designed to streamline each stage of your blog management workflow. The template is flexible, collaborative, and can be customized to suit your specific content process. 1. Blog Posts Table This is the central hub where you track each article throughout its lifecycle. It includes the following key fields: Blog Title Assigned Writer Category or Topic Target Keywords SEO Intent Content Status (Idea, In Draft, In Review, Ready, Published) Priority Level Target Publish Date URL Notes You can view articles in a grid, calendar, or Kanban format to see what’s in the pipeline and when it’s due. This table keeps your publishing process transparent and manageable. 2. Content Ideas Table Capture every new idea the moment it arises. This table acts as a brainstorming and validation board where team members can suggest and rate ideas before they are moved into the content queue. Fields include: Idea Title Suggested By Target Audience SEO Focus Content Type (Blog, Guide, Listicle, Case Study, etc.) Approval Status Use this table to maintain a consistent flow of fresh, relevant content ideas that align with your strategy. 3. Writers Table Manage your writing team with clarity. This table keeps track of each writer's information, availability, and assignments. Writer Name Contact Details Assigned Articles (linked to Blog Posts table) Availability Status Rate (if working with freelancers) Notes or Feedback It’s especially useful for managing external contributors or freelance content teams. 4. Editorial Checklist Table Ensure every blog post meets your publishing standards before it goes live. Use this linked checklist to track: Proofreading SEO Optimization Internal Linking Meta Tags Visual Assets Final Approval This helps your team maintain quality and consistency across all published content. 5. Content Calendar View The template includes a calendar view that helps you visualize the publishing schedule and maintain content consistency. You can filter by publish date or category and ensure posts are evenly spaced and aligned with campaigns or events. Key Features & Benefits All-in-One System: Track blog ideas, writing progress, team responsibilities, and deadlines in one place. Custom Workflows: Adapt the template to fit your editorial process—whether you follow a linear or multi-stage review system. Real-Time Collaboration: Team members can comment, update status, and assign tasks instantly. Integrated Views: Use calendar, grid, and Kanban views for flexible content planning and visual management. SEO Tracking: Monitor keywords, content types, and SEO intent for every post to align with organic marketing goals. Automations & Integrations: Integrate with tools like WordPress, Slack, Gmail, or Trello to automate notifications or publishing workflows. Who Should Use This Template? Marketing Teams: Coordinate blog content creation and publishing with contributors, designers, and SEO specialists. Content Agencies: Manage multiple blog clients and keep editorial processes standardized. Freelance Writers & Bloggers: Organize personal content pipelines and ensure content quality without using complex tools. Startup Founders & SMEs: Kickstart blog publishing as part of your brand’s marketing growth strategy. Why Choose Stackby? Stackby brings the simplicity of spreadsheets with the power of a database and the flexibility of project management tools. With the Blog Post Management Template, you don’t just track blog posts—you optimize the process to consistently deliver high-performing content. Customize it to fit your team’s needs, collaborate in real time, and manage your entire content calendar with precision and ease. Start using the Blog Post Management Template today and bring structure, clarity, and momentum to your blog publishing process. 

Managing a car dealership goes far beyond selling vehicles. From tracking inventory and managing leads to scheduling test drives and logging service records, dealership operations demand a well-organized and efficient system. That’s why we’ve built the Car Dealership Inventory Management Template in Stackby — a dynamic, no-code platform to simplify, centralize, and streamline every aspect of your dealership workflow. Whether you're running a single showroom or overseeing multiple branches, this template empowers you to monitor your vehicle stock, sales pipeline, test drives, service history, and customer information—all in one place. What’s Inside the Template? The template includes multiple interconnected tables, each serving a specific function within dealership operations: 1. Vehicle Inventory Track every vehicle in your dealership—new, used, leased, or reserved. Key fields include: VIN (Vehicle Identification Number) Make, Model, Year, Color Body Type and Transmission Price, Cost, and Profit Margin Vehicle Condition (New, Used, Certified Pre-Owned) Current Status (Available, Sold, In Service, Reserved) You can easily sort by availability or filter by make/model. Calculate profits with automated formulas like:Profit = Selling Price - Purchase Cost 2. Customer & Lead Management Maintain a detailed log of all customer interactions, whether it's a walk-in inquiry or an online lead: Customer Name and Contact Info Vehicle of Interest Lead Source (Website, Referral, Walk-in) Assigned Salesperson Lead Status (New, Contacted, In Negotiation, Closed) Use this to monitor lead progress and follow-ups with calendar and Kanban views for pipeline visualization. 3. Sales Records Track closed deals, pending offers, and payment details. Each sale record includes: Vehicle Sold (linked to Vehicle Inventory) Buyer Information (linked to Customers) Salesperson Selling Price, Down Payment, Finance Option Sale Date and Status (Completed, Pending Payment) This ensures transparency across all financial transactions and helps calculate commission payouts or profits. 4. Test Drive Schedule Streamline how you manage test drive bookings: Customer Name Vehicle Requested Date & Time Assigned Representative Status (Scheduled, Completed, Cancelled) Visualize upcoming test drives using a Calendar View and track conversions post-drive. 5. Service & Maintenance Logs Track after-sales services or repairs for both sold and unsold vehicles: Vehicle Details (linked) Service Type (Oil Change, Brake Inspection, Detailing) Service Date and Cost Technician Assigned Notes & Warranty Coverage Filter service logs by vehicle or technician and monitor recurring service patterns. 6. Vendor Directory Manage relationships with OEMs, parts suppliers, finance partners, and more: Vendor Name Service/Products Offered Contact Person and Info Contract Period and Payment Terms This helps centralize supplier data for smooth procurement and communication. Template Features and Views Pre-built Relationships: All tables are linked—vehicles to customers, sales to test drives, services to inventory—offering an integrated view of dealership operations. Custom Views: Use Gallery View to showcase vehicles, Calendar View to manage test drive schedules or filter by "Available Cars" and "Cars Sold This Month." Automated Formulas: Calculate gross profit, total service costs, or lead-to-sale conversion rates directly within the table. Attachments & Notes: Upload vehicle images, contracts, registration documents, and add comments or updates as needed. Dropdowns, Checkboxes, and Filters: Use pre-defined field types for efficient data entry and analysis.  Who Is This Template For? Independent Car Dealerships: Manage a complete operation without switching between tools. Multi-location Dealership Groups: Standardize vehicle inventory and lead tracking across branches. Sales Teams: Keep tabs on customer communication, follow-ups, and performance. Service Managers: Track maintenance, warranty claims, and service history. With Stackby’s Car Dealership Inventory Management Template, you get a centralized dashboard to run your dealership efficiently. This no-code solution allows you to adapt it to your business’s unique needs, helping your team close deals faster, improve customer service, and maximize vehicle turnover—all from a single platform. Start organizing your dealership data today with a system that works as hard as your sales team. 

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