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Personal Task Tracker Template

Visualize, prioritize, and track your to-do tasks with this simple Card View template. Add new tasks using the web form via your mobile device or web browser.

Pay-Per-Click Advertising Recurring Tasks Template

Track weekly and monthly tasks for pay-per-click and other advertising campaigns, save related emails and files in a centralized location to ensure nothing slips through the cracks.

Job Candidates Tracker Template

Stay on top of applications by collecting and sharing resumes and interviewer feedback in one source for hiring managers driving transparency and ensuring open positions are filled quickly.

Order Confirmation with Automated Request Template

Capture order requests through a simple form accessible on desktop and mobile, routing confirmation requests directly to the relevant product manager

Monthly Personnel Activity Tracker Template

Track and report on monthly employee headcount over a year, monitoring data related to recruiting activities, retention, and turnover

Meeting Agenda, Attendance & Follow Up Template

Make meetings more productive by tracking agenda, action items, and owners, keeping your team accountable with a shared view of status in real time

Marketing Team Objectives Template

Ensure team deliverables are aligned with quarterly goals, and identify at-risk tasks to quickly make adjustments to mitigate.

Marketing Quarterly Goals Template

Boost marketing performance with a shared view of department goals, centralizing key details in one location to support goals and actual performance

Marketing Campaign Analysis Rollup Template

Track and report on the performance of marketing campaigns across channels, attaching supporting files to create one source for campaign results and analysis.

M&A Data Room for Due Diligence Template

Plan, track, and report on tasks for the entire M&A process, attaching essential items for centralized, secure record-keeping that you can share for collaboration in real time

Loan Amortization Schedule Template

View overall payments and status or drill-down to see specific details and share with your team or clients to increase visibility and accountability

Lease Tracker Template

Centralize lease information and correspondence in one location, while setting-up automatic alerts to remind your team ahead of inspections and repairs

IT Request Management Template

Visually manage and track IT requests in card view. Improve visibility by viewing requests by status, priority, or owner. Streamline the IT ticketing process with a simple intake form.