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Initiative Tracker Template

Plan, manage, and prioritize tasks to report on status across initiatives, and view progress at the initiative-level or drill down for granular, task-level details

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 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 Team Objectives Template

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

Expense Report Template

Keep track of business expenses on your laptop or mobile device, and simplify supervisor approval and reimbursement by sharing this sheet with attached receipts.

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.

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

Daily Task Manager Template

Organize and prioritize your work to-do list. Employees can attach corresponding files in real-time, allowing you to take action on upcoming deadlines.

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

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.

Customer Feedback Form Template

Provide customers a simple form to submit their feedback via direct link or by embedding it on your website, and set alerts for new entries for timely response

Getting Things Done (GTD) Tracker Template

Organize tasks based on the Getting Things Done (GTD) methodology by managing tasks, priorities, and schedule to be more productive than ever

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

Event Task Plan Template

Ensure events are on time and within budget allowing you to organize tasks, assign owners, and add alerts to keep items on track from the office or on-site using the Smartsheet mobile app