Solution Templates

Request Management

Streamline your request management process using the pre-built form to collect any type of requests, prioritize, and automate approvals to close tickets even faster.

Individual Productivity Hub

Individual Productivity Hub designed around the Eisenhower Matrix to help you decide on, prioritize, and align tasks to help you become more productive in your daily activities.

Event Planning (In-Person & Virtual)

Empower marketers and event planners to transition to virtual events, and align, track and report on the strategy and planning that leads to successful events

Employee Pulse Check

Quickly set up employee surveys to check in on morale and gather feedback from your employees so you can understand where you are having success or where you need to spend additional time.

Personal Budget Management

Allocate, track, & visualize monthly finances

Cost Tracking

The Cost Tracking template set allows you to track and manage incoming requests for business reimbursements so that you can stay organized, even when faced with unexpected expenditures

Internal Communications Management

The Internal Communications template set provides a structure to source, track, and manage internal communications to ensure a varied and dynamic communications strategy

Staff Plan Management

With the Staff Plan Management Template Set, you can quickly track your team’s allocated hours across multiple projects.

Professional Development Tracker

The Professional Development Tracker template set enables you to define and schedule goals, track progress and detailed actions, and plan for mentorship and management guidance

Employee Contact Lists

The Employee Contact List template set helps you easily manage critical employee information and organize it by department or role.

Simple Project with Budget

Assign work, track budget, and monitor status

Client Tracker

Track, manage, & monitor client relationships