Software Asset Management Template

Build a simple order form for multiple line items in a single form and response gets added to multiple tables in a database. 

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 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)?

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.

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  

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 

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. 

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

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.