Templates
291 ready-made bases with real tables, views, dashboards and sample data. Pick one and make it yours.
New templates
Project Management template
Run every project from one base: projects with owners, dates and budgets, broken into tasks with assignees, status and dependencies, plus a team roster and board, calendar and timeline views.
Content Calendar template
Plan, produce and measure content in one place: a pipeline of pieces by channel and status with briefs and assets, a publishing calendar, and a results table for spend, clicks and reach.
Event Planning template
Organize an event end to end: sessions on an agenda, speakers, planning tasks with planned versus actual cost, and a feedback form that rates each session after the day.
Product Roadmap template
Connect strategy to delivery: initiatives with goals, priority scores and risk, broken into tasks and milestones, with team workloads and a live roadmap.
Organizational Chart template
Map who reports to whom: an employee directory with titles, departments, photos and contact details, a manager link that builds the reporting tree, and department headcounts.
Resource Allocation template
See who is working on what and who has room: a team directory of staff and contractors, project assignments with hours, a time-off calendar and a utilization view that flags overloads.
Project management templates
Project tracker template
A simple home for every project and its tasks: leads, kickoff and due dates, status from planning to done, and tasks with owners that roll up into progress on a board, calendar and timeline.
Objectives and key results (OKR) template
Set objectives, measure key results and keep teams aligned: owners, departments and due dates, with live progress from current versus target values and a weekly confidence check.
AI ✦Marketing team resource allocation template
Balance the marketing team's workload: a directory of marketers and their capacity, projects with tasks and hours, a resource calendar, and weekly status reports with AI summaries.
AI ✦Product resource allocation template
Match product people to the work: a resource directory with skills and availability, a project timeline, task assignments with hours, utilization by person, and an AI-assisted status report.
AI ✦AI project management template
Let AI do the busywork of project tracking: projects with milestones and tasks, auto-written status summaries, AI-suggested categories for incoming requests, and a timeline to keep dates honest.
Project portfolio management template
Steer a whole portfolio: projects scored on impact, effort, risk and strategic fit, linked to company objectives, staffed against team capacity, with a risk log and a timeline of delivery dates.
Marketing templates
Objectives and key results (OKR) template
Set objectives, measure key results and keep teams aligned: owners, departments and due dates, with live progress from current versus target values and a weekly confidence check.
AI ✦Marketing team resource allocation template
Balance the marketing team's workload: a directory of marketers and their capacity, projects with tasks and hours, a resource calendar, and weekly status reports with AI summaries.
Agency proposal template
Assemble winning proposals faster: a task list of events and deliverables by deadline, scope items priced line by line, and a library of reusable sections like case studies and testimonials.
Eisenhower Matrix template
Sort tasks by urgency and importance so you know what to do now, schedule, delegate or drop, with a quadrant board, deadlines, time estimates and the project each task belongs to.
Content tracker template
Run content operations from campaign to calendar: campaigns with goals and key messages, content pieces by type and due date in a pipeline, supporting tasks and a team directory.
AI ✦Marketing agency project management template
Run an agency's client work in one base: projects with budgets, billable hours and revenue, tasks for the creative team, assets out for client review, and AI risk notes for leadership.
Product templates
Project tracker template
A simple home for every project and its tasks: leads, kickoff and due dates, status from planning to done, and tasks with owners that roll up into progress on a board, calendar and timeline.
Objectives and key results (OKR) template
Set objectives, measure key results and keep teams aligned: owners, departments and due dates, with live progress from current versus target values and a weekly confidence check.
AI ✦Product resource allocation template
Match product people to the work: a resource directory with skills and availability, a project timeline, task assignments with hours, utilization by person, and an AI-assisted status report.
Product planning template
Plan what ships and when: features grouped into epics and sprints, customer stories behind each one, a board across life-cycle stages, and a calendar of upcoming releases.
Project plan template
Lay out a plan from kickoff to wrap: tasks with owners, priority, dependencies and budget, grouped under milestones, viewed as a board, a calendar and a timeline of start and end dates.
SWOT analysis template
Capture strengths, weaknesses, opportunities and threats as individual factors, each tagged internal or external with an impact level, then turn the ones that matter into owned actions.
Sales & CRM templates
PR plan template
An in-house comms base: coverage for each client and its competitors on a calendar, the outlets that ran it, and the reporters worth building relationships with.
PR & media CRM template
Never forget a reporter again: a media CRM of contacts with relationship strength and outreach status, the outlets they write for, and articles they published.
Event contacts management template
Remember everyone you meet at conferences and meetups: contact details, profile links, the event where you met, what you talked about and when to follow up.
AI ✦Competitive analysis template
Keep a living file on every competitor: pricing, positioning, features and sentiment, plus win/loss deals linked to them and an AI field that sums up how you differ.
AI ✦Sales CRM template
Run your whole sales motion in one base: accounts, contacts and deals linked together, a stage-by-stage pipeline board, close-date calendar and follow-up tasks per rep.
AI ✦Sales meeting template
Prepare for every customer meeting: account background, objectives and attendees up front, notes and decisions afterwards, and action items tracked until they are done.
HR & recruiting templates
HR team project tracker template
Give the people team one tracker for employee programs, ad-hoc requests and strategic initiatives, with owners, deadlines, request intake by form and progress on a board and calendar.
ADDIE instructional design model template
Run course builds through Analysis, Design, Development, Implementation and Evaluation: to-dos per course and phase, with SME input, due dates and a phase board.
Marketing org chart template
Map the marketing team: who reports to whom, which team each person sits on, photo flashcards for new joiners, and planned hires on a start-date calendar.
Remote internal communications editorial calendar template
Plan internal news for a distributed company: every announcement from idea to send, with audience, channel, owner and send date, plus the channels and teams it reaches.
Event registration form template
Collect event sign-ups with a shareable form: each registration records the attendee, party size, ticket type and dietary needs, with check-in tracked on the day.
Product team org chart template
Map who's who on the product team: each person's role, squad, manager and contact details, with headshots for a flashcard-style directory and squad views.
Finance & legal templates
Business contract management template
A single repository for every business contract, organized by category, with value, terms and renewal dates, plus an activity log from drafting through signature and renewal.
Legal case tracking and billing template
Run a small practice from one base: cases linked to clients, billable time entries that price themselves, and invoices you can follow from draft to paid.
Compliance tracking template
Keep audits calm: a control library mapped to SOC 2 and ISO 27001 requirements, a scored risk register, and corrective actions with owners and deadlines.
Legal matter management template
Manage every matter end to end: screen new clients at intake, keep matter documents together, and log bills and expenses against each case.
Expense tracker template
Log every purchase once with vendor, category, payment method and receipt, then compare spending against category budgets by month or department.
Small business budget template
Plan each month's income and costs, record what actually came in and went out, and see the projected versus actual balance side by side.
Design & UX templates
Product planning template
Plan what ships and when: features grouped into epics and sprints, customer stories behind each one, a board across life-cycle stages, and a calendar of upcoming releases.
Instructional design management template
Build and maintain training programs: learning modules linked to the programs that reuse them, the job aids and assets each needs, review status, and a feedback log from senior reviewers.
Design project pipeline template
See every design project at a glance: requests moving from brief to delivery, the designer and client on each, deliverables with previews, and review rounds tracked against deadlines.
AI ✦Production schedule template
Plan every production run from start to finish: orders scheduled against machines and crews, the materials each run consumes, and stock levels that warn you before you run short.
AI ✦Sentiment analysis template
Make sense of customer feedback at scale: reviews from every source scored as positive, neutral or negative, grouped into recurring themes, and turned into actions with measurable impact.
Social media planner template
Plan posts across every channel, collect ideas through a form, and keep the visuals each post needs in a shared asset gallery grouped by type.
IT & operations templates
Vendor management portal template
Keep vendor relationships in order: a directory with contacts and contracts, scorecards on quality, on-time delivery and complaints, and a schedule of recurring payments and review tasks.
Client portal template
Share progress with clients without the email chains: projects with status and deliverables, feedback collected in one place, and time entries logged against each project for clean billing.
Work breakdown structure template
Break a big project into numbered deliverables and the tasks under each one, with owners, dates, dependencies and percent complete, shown as an outline, a schedule and a status board.
Meeting notes template
Keep every meeting in one searchable log: date, attendees, topics and notes, tied to the project it covers, with follow-up actions tracked until they are done.
Process documentation template
Document how work gets done: each process with its owner and type, the numbered steps with inputs and outputs, and a RACI list of who does what, with a queue of processes due for review.
SOP template
Keep standard operating procedures current and easy to follow: versioned SOPs by department, ordered steps with roles, tools and time estimates, and a review clock that shows what is going stale.
Supply chain templates
Inventory tracking template
Know what is on the shelf and what to reorder: items with SKU, photo, stock level, reorder point and value, grouped by category and location, plus suppliers and an incoming shipments calendar.
Product catalog template
Keep a visual catalog and the orders it drives: products with images, prices and stock, orders tied to clients with status from preparing to invoiced, and line items that total each order.
Facilities management template
Keep buildings in shape: a list of every facility with condition photos, a maintenance request form for staff, and the technicians who close the work out.
Employee schedule template
Build weekly rosters without the spreadsheet chaos: shifts by employee, role and location, availability and time off at a glance, and a calendar of who works when.
Asset list template
Tag and track company equipment: each asset with location, value, warranty and photos, the vendor it came from and the employee who is using it.
Free assortment planning template
Pick the right product mix for each season: candidate products with cost, price and margin, planned units per collection, and the suppliers who make them.
AI-powered templates
AI ✦Marketing team resource allocation template
Balance the marketing team's workload: a directory of marketers and their capacity, projects with tasks and hours, a resource calendar, and weekly status reports with AI summaries.
AI ✦Product resource allocation template
Match product people to the work: a resource directory with skills and availability, a project timeline, task assignments with hours, utilization by person, and an AI-assisted status report.
AI ✦AI project management template
Let AI do the busywork of project tracking: projects with milestones and tasks, auto-written status summaries, AI-suggested categories for incoming requests, and a timeline to keep dates honest.
AI ✦Marketing agency project management template
Run an agency's client work in one base: projects with budgets, billable hours and revenue, tasks for the creative team, assets out for client review, and AI risk notes for leadership.
AI ✦Production schedule template
Plan every production run from start to finish: orders scheduled against machines and crews, the materials each run consumes, and stock levels that warn you before you run short.
AI ✦Risk Register template
Log every project risk with its likelihood, impact and score, the triggers to watch, mitigation and fallback plans, an accountable owner, and follow-up actions until it is closed.
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