Purchase Process Template

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

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

Email marketing remains one of the most cost-effective and powerful tools in the digital marketer’s toolkit. Whether you’re nurturing leads, welcoming new customers, or launching a product, email campaigns can drive significant engagement—if tracked and optimized correctly. The Email Marketing & Tracking Template by Stackby is designed to simplify and supercharge your email efforts by centralizing campaign planning, performance tracking, and client engagement in one place. Features That Power Your Email Strategy This fully customizable template includes five comprehensive tables that cover the full lifecycle of your email marketing operations: 1. Dashboard Get a bird’s-eye view of your email performance day-by-day. With fields like total campaigns sent, open rate, click-through rate (CTR), and top-performing campaigns, the dashboard allows you to track key metrics and identify high-impact days and strategies. 2. Email Campaigns Plan and monitor every detail of your email campaigns—from subject lines and target lists to sends, opens, clicks, and conversions. This table lets you log both single campaigns and A/B tests, helping you make data-driven decisions about your messaging and frequency. 3. Client Your audience is your biggest asset. Keep track of client details like email addresses, subscription dates, engagement scores, and current statuses (active, unsubscribed, bounced). This helps you segment your lists more effectively and refine your targeting over time. 4. Email Engagement Get granular insights into how each client interacts with your emails. Record whether they opened, clicked, unsubscribed, or bounced from a specific campaign. These insights help identify which messages resonate and which need improvement. 5. A/B Summary Testing is essential to optimization. The A/B Summary table lets you compare different email versions by tracking open rates, click-throughs, and conversions. Use this data to refine subject lines, CTAs, layouts, and more. Benefits You’ll Love All-in-One Campaign Management:Everything you need to manage your email efforts lives in one place. No more switching between tools and spreadsheets. Real-Time Tracking:Update your template with the latest engagement and campaign data to instantly see trends and performance insights. Client-Level Analysis:Measure how individual users interact with your emails to develop better segments and higher-performing automations. Customizable Structure:Whether you're an agency, a small business, or a large enterprise, the fields and tables can be tailored to fit your unique workflows. Built for Teams:Collaborate in real-time with team members across marketing, design, and analytics. Add comments, attach files, and assign tasks without ever leaving the template. Who Is This Template For? This template is ideal for: Marketing Teams: Looking to centralize and optimize their email outreach. Digital Agencies: Managing campaigns across multiple clients. Small Businesses & Startups: Seeking a streamlined, scalable way to build relationships with leads and customers. Freelancers & Solopreneurs: Who want to track campaign performance without investing in complex marketing platforms. Use Cases Campaign Planning & Review: Schedule upcoming emails, record past performance, and identify what’s working. Performance Optimization: Run A/B tests and continuously improve based on hard data. Customer Segmentation: Use engagement scores to identify and target your most valuable contacts. Report Generation: Easily generate daily, weekly, or monthly performance reports from your dashboard. Final Thoughts With this Email Marketing & Tracking Template, you can take full control of your email marketing strategy from planning to performance review. Say goodbye to disjointed workflows and hello to streamlined, data-driven marketing—all in one place. Get started today with this free, customizable template—only on Stackby. 

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

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

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

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. 

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

Are you 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  

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.