Task and issues Template

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 

A product launch template is necessary to ensure that your product launch plan is on schedule. Ensure that nothing is left behind, prioritize all the features of your product, and ensure that the whole team is on the same page when it comes to your product launch. What is a product launch? A product launch is the amalgamation of a company’s united efforts to debut a new product in the market and make it available for the public to purchase. It serves many purposes for the organization, such as fostering brand recognition, expansion, attracting new customers, and boosting profits. Whenever your team is going to launch any product in the market, they will need a product launch plan to follow through. Your product launch plan is going to be a blueprint that not only will keep your team updated about the multiple goals for the product; it will also create a to-do list for the team. Following your product launch plans, your product marketing team will need a checklist to track every task in the product journey. But maintaining a checklist is very tedious if it has to be done separately for every element or activity; this is where the product launch plan template steps in. Why do we need a product launch template? A product launch template will help you keep track of every activity regarding the product launch. It will also let you know about the status and every other detail of each stage of the product launch at a glance. Proper communication, setting up clear goals, a strict timeline, and other processes are essential parts of any product launch. This is why a lot of teams start off by creating a product launch checklist from the start. A product launch template will help you keep all the launch details clear and keep the cross-functional teams connected. It will help you visualize a complete timeline for the product launch and share goals, messages, and keep a tab on the status of work assigned. You will be able to pull out any details regarding the product launch at any time and analyze it for future use. A product launch template makes your work quite accessible and convenient to everyone involved. How to create a great product launch plan? 1. Do customer research: find what your potential customer requires and whether their needs match your plans. 2. Create actionable goals: set product goals, sales goals, and marketing goals, and list out the key performance indicators (KPIs) for each. 3. Organize your product launch template: visualize your strategy and save time using our product launch template. What is included in this product launch plan template? We wanted to include a basic framework of product launch in our template so that it can also act as a product plan launch checklist template for you. Our product launch template includes three tables: 1. All Features: This table includes details about the features of the new product. For instance, feature status (in progress/ready, etc.), product leads, product theme, feature description, launch email, press release, and so on. 2. Product Launch: This table includes details about the product type, its description, features, etc. 3. Monthly Newsletter: This table includes details of the monthly newsletter published to share updates on the new features added to your product. How will Stackby’s product launch template help you? The product launch template from Stackby will help you review the overall performance of the new product launch. Using the Product Launch Template, you will be able to: Record all the details of each product or feature launch on a single interface. Add images and documents related to the product to the template itself. Track the feature status in real-time (Ready/ Completed/ In-Progress/ Not Started). Assign a lead to each product. Track the theme of all the products (New Product Launch/ Software Update/ etc.). Store a description of the features. Monitor the target completion and target launch date. Track the launch status of each product or feature. Keep track of the press release, blog post, launch email, support article, ads, and promotions. Track the complexity and value of each launch. You can access the product launch template in the Kanban view as well, which will help you keep track of various products’ status. You can also access the calendar view to keep track of the important dates regarding the product launch. Who will find this product launch template helpful? This template will be best used by product marketing managers, product launch teams, marketing teams, engineering managers, startups, and SMEs. The product launch template is completely customizable, and you can categorize the data and filter it accordingly. If you are gearing up for your next product launch, this is the template for you!You may also find these templates useful: Product Roadmap, Product Competitor Analysis 

Our Equipment Maintenance Tracker template enables seamless monitoring of equipment upkeep. Keep detailed records, schedule tasks, and track maintenance activities effortlessly

If you have a personal collection or you're running a library or a bookstore, this book inventory template is for you. Check out other related Templates : Product OperationsProduct Inventory Inventory Management 

A vendor management template helps businesses track and manage all their information related to vendors in one place. You can track contracts, payments, vendor requests, etc. with your team and make sure that there are no hiccups in the purchasing process. It is just like a data repository that helps you in initiating and developing relationships with providers of goods and services for your business. Why do businesses need vendor management? Manage where your money is going The vendor management template helps you keep track of spending on different vendors on a yearly or monthly basis. This way you can know whether your vendor relationships are bringing you profits or not. Store all records in one place No need to maintain different copies of vendor data with each employee. Now, everyone can access the vendor management template and recognize the new merchants that have joined you recently and improve their dealings. Detailed overview of vendor performance You can include critical factors in this template like time of delivery, complaints, or quality of service to know more about each vendor. Improved decision-making You can create real-time reports for vendor performance and use the data in decision-making for your business. Since all the vendor data is stored in one place, creating reports is a matter of minutes. Overview of Stackby’s Vendor Management Template Store all vendor requests The vendor management template includes a Requests table where you can track whether you have contacted the vendor or not and if contacted what is the current status of the request. It also helps in storing data related to vendors like email, contact person, phone, and estimated spending per year. Manage vendor details The template for vendor management includes a separate table to store the list of vendors. You can add details like their name, website, product or service offering, contacts, agreement, bank details, and so on. Manage vendor needs Does your vendor require any resources from you? It could be product details, forms, agreements, etc. Our vendor management template helps you store information about what a vendor requires to complete the requests. Store all vendor documents in one place Whether you need payment forms, contracts, sales order forms, GST forms, or work order forms, you can maintain a single updated copy of them to be shared with your vendors. The All Documents table in the vendor management template stores these documents as attachments so that anyone in your team can access them. Who will find this template useful? Firms frequently carrying out businesses with third parties as well as start-ups will find this template extremely helpful. It also helps firms that produce goods involving several steps of production of the final product. How to use Stackby’s Vendor Management Template? Customize our vendor management template as per your business requirements and start streamlining your workflows. Create a form for vendor requests you have and let responses fill the Requests table Fill out the remaining information about the status of the request Add vendor details to the Vendors table, upload their agreements and bank details Add information about all the contacts Upload all the documents needed by vendors Make changes to column names and column types based on your business requirements and you can start managing vendor data from a single repository. Use our vendor management template today! Other Operations templates to try: Inventory Management TemplateAsset Tracker TemplateEquipment Inventory Template Product Inventory

Manage your task lists, projects and assignees in this easy to customize task management template for your teams or business. What is Employee Task Management ? Employee Task Management refers to the process of planning, organising, and overseeing the tasks and activities assigned to employees within an organisation. It involves the systematic management of work assignments, tracking progress, and ensuring that tasks are completed efficiently and on time. The primary goal of employee task management is to enhance productivity, streamline workflows, and achieve organisational objectives. Key Components of Task Management : 1. Task Planning: This involves the initial step of defining and assigning tasks. It includes determining the scope of work, setting priorities, and allocating resources appropriately. 2. Task Assignment: Once tasks are defined, they need to be assigned to specific employees or teams. This involves considering the skills, availability, and workload of each employee to ensure a balanced distribution of tasks. 3. Deadline Setting: Setting deadlines for tasks is crucial to ensure that work is completed within a specified timeframe. This helps in managing workloads, prioritising tasks, and meeting overall project deadlines. 4. Progress Tracking: Monitoring the progress of tasks is essential to identify any potential issues, delays, or bottlenecks. This can be done through regular check-ins, status updates, or by using project management tools and software. 5. Collaboration and Communication: Effective communication is key to successful task management. Employees need to communicate with each other, share updates, and seek clarification if needed. Collaboration tools and platforms facilitate seamless communication and information sharing. 6. Feedback and Evaluation: Providing feedback on completed tasks is essential for employee growth and improvement. It helps in recognizing achievements, addressing issues, and refining processes for future tasks. 7. Task Prioritization: Not all tasks are equal in terms of importance and urgency. Task management involves prioritising assignments to ensure that critical tasks are addressed first, contributing to the overall success of projects and organisational goals. 8. Use of Technology : Many organisations use task management software and tools to automate and streamline the process. These tools often include features such as task lists, project timelines, collaboration spaces, and progress tracking. What is a Task Management Template ? A Task Management Template is a pre-designed structure or format that serves as a framework for organising and managing tasks within a project or workflow. It provides a standardised way to outline, assign, and track tasks, making it easier for individuals or teams to stay organised and focused on their responsibilities. Task management templates are commonly used in various professional settings, including businesses, project management, and personal productivity. Why do you need a task management template ? A task management template is essential for fostering organisation and efficiency in any project or workflow. It provides a structured framework for outlining tasks, assigning responsibilities, setting deadlines, and tracking progress. The template serves as a visual roadmap, ensuring that team members have a clear understanding of their roles and the overall project timeline. This standardised approach not only streamlines communication and collaboration but also helps in prioritising tasks, managing dependencies, and avoiding bottlenecks. Benefits of using Stackby Task management template ? Customization: Stackby allows users to create tailored databases and templates to fit their specific needs. With a task management template, you can customise fields, layouts, and views based on your team's workflow, ensuring a personalised and efficient task management process. Collaboration: Stackby is designed for collaboration, allowing team members to work together in real-time. A task management template in Stackby can enhance communication by providing a central hub for all task-related information, updates, and discussions. Integration: Stackby may offer integrations with other tools and apps, allowing you to connect your task management template with other relevant software your team uses. This can streamline processes and reduce the need for manual data entry. Automation: Task management templates in Stackby may come with automation features, allowing you to set up workflows and triggers that automate repetitive tasks. This can save time and reduce the risk of errors in task management. Flexibility: Stackby's flexibility in terms of data types and structures allows for versatile task management. You can include various types of information in your task template, such as attachments, checkboxes, dates, and more. Visibility: Stackby provides different views and filters, helping you visualise your tasks in different ways. Whether you prefer a calendar view, kanban board, or traditional spreadsheet, Stackby may offer options to suit your team's preferences. Tracking and Analytics: Stackby may provide tools for tracking task progress and generating analytics. This can be valuable for assessing team performance, identifying trends, and making data-driven decisions. FAQs - On Task Management What Should Be Included in a Task Management Template? A comprehensive task management template should include fields for task description, assignee, due date, priority level, status, dependencies, notes/comments, and attachments. This ensures a well-rounded overview of each task, aiding in effective organisation and tracking. How Can I Customise a Task Management Template to Fit My Team's Workflow? Stackby's task management templates offer extensive customization options. Users can modify fields, add or remove columns, and adjust views to align with their team's specific needs and workflow. The platform's flexibility allows for tailoring the template to match unique project requirements seamlessly. Are Task Management Templates in Stackby Suitable for Agile Project Management? Yes, Stackby task management templates are adaptable to Agile methodologies. Users can create boards for sprint planning, incorporate custom fields for story points or sprints, and leverage automation features to enhance Agile workflows. The platform's flexibility accommodates various project management approaches, including Agile methodologies. How Can I Track Progress and Performance Using a Task Management Template? Stackby's task management template provides features for tracking task progress. Utilise status fields, progress trackers, and reporting tools to monitor completion rates, identify bottlenecks, and assess team performance. This facilitates data-driven decision-making and helps in optimising workflows for increased efficiency. Can I Integrate Stackby's Task Management Template with Other Tools We Use? Yes, Stackby supports integrations with various third-party tools and applications. You can seamlessly connect your task management template with other software your team uses, such as communication platforms, calendars, or project management tools. This integration streamlines data flow, reduces manual effort, and enhances overall collaboration across different tools. Checkout other related Templates :Product Operations

Every organization must keep a track of all its assets. Whether you are running a business expanding to multiple locations, your employees are working from remote locations, or you have multiple offices in different locations, you need an asset tracker to manage, organize and monitor your assets. Stackby’s free-to-use, custom asset tracker template can solve all your problems and make this process much easier for you.  What is Asset Tracker?  An asset tracker is a tool that helps you monitor the physical location and status of movable and fixed assets in an organization. For example, office furniture, electronic devices, stationeries, all can be considered as valuable assets for an organization. Every business incurs a certain cost on buying and maintaining assets and therefore it must keep track of them.  Stackby’s asset tracker tool helps ensure that the movement of assets is strictly controlled thereby preventing loss and improving customer service and business operations.  Why do Businesses need to Automate Asset Tracking Systems?  Manual asset tracking methods include many challenges such as: You have to manually enter all the information and update the records every day. The operations team often has to rely on finance teams for the purchase details of assets. Assets cannot be scanned using barcodes which means more chances of errors in entering data. Manual tracking methods often lead to redundancy and inefficient tracking.  Read more: Why you should ditch Spreadsheets to Scale your Business  If you are still depending on spreadsheets for keeping a check on your company assets, your operations team is underperforming. It is time to boost their productivity by giving them an automated asset tracking system.  Collaboration: Manage all your assets from different locations in one place with the Stackby asset tracker template.  Automation: Use Stackby’s barcode scanner column type and keep an automated record of your company assets.  Vendor Details: Manage your vendor list to keep a track of which asset was bought from which vendor.  Purchase Details: Store all the purchase details for every asset so that you do not exceed your company budget. Read more: Barcode Column Type in Stackby  What are the Benefits of using an Asset Tracker?  Reduced operational costs: You can monitor assets round the clock and in-real time thereby streamlining your operational process and costs. AccessibilityYou can ensure fast verification, disposal, and acquisition of assets with an easy-to-use asset tracker system. Security: You can find the exact location of an asset of your company at any time. This will help you protect your assets from theft or fraud. Management: You can easily adjust company records when an asset is transferred from one department or location to another.  Stackby’s asset tracker template enables businesses to store, manage and coordinate all the asset data in one place, thereby making it easier for operations teams to collaborate on the asset management tasks. It is free to use and can be easily customized according to your asset management requirements.  Who can use Stackby’s Asset Tracker Template?  This template can be used by business owners, administrative departments, operations teams, operations managers, IT departments, and any other authority responsible for managing assets in an organization.  How is Stackby’s Asset Tracker Template Helpful for You?  Stackby’s asset tracker template includes three tables for managing your assets, vendor details, and purchase details respectively. With this template, you will be able to do the following: Maintain a record of every physical asset owned by the company with the asset name and code Tracking the type of asset owned by the company (furniture, office equipment, stationeries, etc) Store an image of each asset  Record the details of the asset such as manufacturer, model name, and price Track the vendor details for various assets of the company such as  vendor name, address, city, state, and total assets Track the purchase details for every asset such as purchase date, status (completed, order shipped, etc), order type, price, invoice, etc Other asset management templates for better productivity: Sales Asset Management Template Marketing Asset Management Template Digital Asset Management Template Product Operations Product Catalog 

Product inventory is used to record and monitor a company's inventory and manage sales effectively and efficiently. Using product inventory is necessary for any company's smooth functioning, and the best way to achieve that is by using a product inventory template! A product inventory template would make things easier for the company to comprehend and make informed decisions. What is the Product Inventory Template? A Product inventory template is used to record and monitor a company’s inventory of products and manage sales. Product inventory template also makes it easier for companies to realize their best-selling product and the company's least performing product. Using a product inventory template, companies can manage their warehouses in a more organized and efficient manner. Why do you need a Product Inventory Template? Product Inventory Template will help companies to replenish their stocks in time to avoid running out of in demand products. By using a product inventory template, companies can easily manage the rise and fall of demand. They would know exactly how much inventory they have and start acting in advance to prepare themselves. Having a good product inventory system would lead to happy and loyal customers because they know you would fulfil their demands. Having a proper product inventory would lead to cost-cutting and would reduce human error issues. Fewer errors results in less money and time spent fixing the problems. Who is this template for? The inventory manager of a company can use this template to get the entire process automated, have all the information at one glance, and make important and effective inventory management decisions. How will Stackby’s Product Inventory Template help you? With a single glance, you can get an overview of all your products. Our Product Inventory template will make your job easier in the following ways: Our template lets you see a detailed summary of all the inventory your company has, in an easy and accessible way. Our template provides you with all the information required by your company to make informed decisions. Information like product name, product photo, type of product, can be easily entered to keep track. You can enter their product ID, stock left with the company, their unit price, total inventory value of every individual product, and supplier name. If required, you can also keep details about the shelf where the product is stored under stock or not indicator and a notes section, for additional comments. This template lets you individually track the inventory of individual products. You also get the option to view the inventory in a gallery view option on our template for easy analysis. You also get the options to filter through all your products and look at specific products and our template; the option to sort it using different options is also available. You can also hide certain columns for a better inspection of certain aspects of your product's inventory. You Will Also Find These Templates Useful: Product Roadmap Product Launch Agile Product Planning Template  Product Operations 

An equipment inventory software or template is used to keep track of all the equipment used at either your office or your home. This template can be used to ensure that all the equipment owned by your company is useful and does not need repair or replacement. What is an Equipment Inventory Template? An Equipment Inventory template allows you to keep track of all equipment or machinery used by the company to run its business. This free equipment inventory template can be used to ensure all the available equipment and machinery owned or rented by any company is being used effectively and efficiently.  This template lets you know exactly where certain equipment is present and if it's being used or is sitting idle. This ensures none of the equipment is unaccounted for. Why do you need an Equipment Inventory Template? An Equipment Inventory Template can be used to confirm that the resources, equipment, and machinery of any company are being used effectively and efficiently. It helps to make sure that there is no wastage and duplication of use of any equipment. This Equipment Inventory template keeps a detailed record of where and when the equipment has been used. It makes it easier for the company to track the physical and financial condition of the equipment such as if the equipment is damaged, if they need repairs or replacements, etc. The Equipment inventory template also provides you with complete details about the purchase history and date of purchase. This makes asset management easier and ensures the equipment is getting regular service checks to ensure they operate optimally and do not cost the company more money than it makes. Who is this template for? No matter the size, every company must use this template to organize their equipment and manage them effectively and efficiently systematically. How will Stackby’s Equipment Inventory Template help you? Our free equipment inventory template offers you a complete overview and the ability to manage your equipment in the best possible manner. Along with the name of the equipment and the item number, you are also provided with images to identify them, making it easier for the company to keep track of its resources. Using this template, you would know what type of equipment is being used exactly where within minutes, making the entire process of asset management easier for the company. You are also provided with a column that mentions the equipment's condition, making sure that if the equipment needs a repair or replacement, it is being done on time so that productivity does not diminish.  You also get real-time updates about the whereabouts of your equipment in the “status” column.  Combine all this with the ability to edit and filter the template according to your need freely, and you have one of the best asset management templates at your fingertips to manage the equipment owned by your company. You Will Also Find These Templates Useful: Product Catalog Gallery Asset Management Product InventoryInventory Management

Manage and track all the different equipments, appliances, furniture and more for your store, home or warehouse with this easy to adopt facilities management template.  List all the facilities, their conditions, attachments, work orders, maintenance requests (via forms), dates, costs, locations and more with this template.