エンタープライズ向けに構築

Inspection Tracking

Capture inspection results from superintendents via forms, track safety compliance over time with a metrics sheet, and display results to executives in a dashboard.

Meeting Management Template Set

Capture agenda items from meeting participants, sequence and prioritize agenda items in an agenda tracking sheet, managing action items and archiving past meetings and notes.

Balance Sheet Template

Track assets and liabilities in real-time utilizing automatic alerts and the ability to share with key stakeholders to increase transparency.

Audit PBC Checklist Template

Capture the entire pre-audit process to ensure nothing is missed, setting up automatic reminders for task owners regarding upcoming deadlines.

Employee Contact Lists Template Set

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

Facilities Management for Higher Ed

The Facilities Management for Higher Ed template set helps you streamline processes for capturing work orders, assigning owners, and monitoring progress so you can resolve orders faster.

Project Intake Template Set

Track consulting projects, view project status, get notified when new projects are submitted and get an overall view of all of your current consulting projects.

Sales Pipeline Tracking and Reporting Template Set

The Sales Pipeline Tracking and Reporting template set provides sales leadership with visibility into the sales pipeline across your organization.

Grant Fulfillment Tracking for Higher Ed

With the Grant Fulfillment Tracking Template Set, you can manage the grant project, deliverables, and budget while seamlessly report on the grant's performance progress to key stakeholders.

Product Development Roadmap Template Set

Organize critical components in your product release process with a customizable workback schedule and monitor progress in a dashboard to keep your team on target.

Annual Calendar by Day Template

Log and share your calendar, in a list or calendar view, using automated alerts to capture changes, upcoming events, or deadlines.

Agile Backlog and Sprint Planning Template Set

The Agile Backlog and Sprint Planning template set provides an easy way to track sprints and development backlogs using agile methodology.

Grant Application Plan for Higher Ed

With the Grant Application Plan Template Set, you can build effective plans that help you organize critical components in your grant application process to keep you on target.