Templates for your team

IT Project List

The IT Project List Template facilitates efficient tracking, organization, and execution of IT projects, ensuring teams can manage tasks effectively and meet deadlines consistently.

Bug & Issue Tracking

The Bug & Issue Tracking Template ensures efficient identification, tracking, and resolution of software bugs and issues, helping teams maintain high-quality standards throughout the development lifecycle.

Backlogs And Sprints

The Backlogs and Sprints Template is an excellent tool for managing tasks in an agile or sprint-based framework, allowing you to maintain clear organization, track progress, and ensure efficient execution of each task within the project.

Support Requests

The Support Requests Template helps organizations, educational institutions, and service teams efficiently manage, track, and resolve support or service-related requests. It ensures that every request — whether technical, administrative, or departmental — is logged, prioritized, assigned, and completed in a timely and organized manner.

App Development Plan

Turning an app idea into reality involves many moving parts. With so many tasks to manage, it’s easy for things to get overlooked.

IT Support Ticket Management

Managing support tickets can quickly become overwhelming when handling dozens — or even hundreds — of customer inquiries. Here's how a support ticket management template can help.

LMS Integration Course List

LMS Integration Course List Template simplifies course tracking and management within your Learning Management System (LMS). It helps teams efficiently organize, assign, and monitor all training courses — ensuring seamless delivery and better learning outcomes.

Software Licenses

SmartTask’s Software Licenses Template helps you track and manage software licenses, renewals, and support to ensure compliance and avoid disruptions.

IT Roadmap

The IT Roadmap Template helps ensure that your IT projects are executed efficiently, on schedule, and within budget, while keeping all stakeholders informed and aligned on progress.

Compliance Tracking

Managing and tracking compliance across various projects, teams, and regulatory requirements can be complex. SmartTask’s Compliance Tracking Template simplifies this process, ensuring that all compliance activities are tracked, deadlines are met, and responsibilities are clear.

Event Registration Form

The Event Registration Form Template is a highly effective tool for managing event attendees, ensuring that all necessary details are collected, tracked, and organized for a smooth and successful event.

Guest Management

Managing event details for dozens — or even hundreds — of guests can feel overwhelming. Here's how a guest management template can help.

Event Management

The Event Management Template serves as your complete command center for orchestrating successful events—from initial concept to final execution.

Event Pre-Planning

The Event Planning Template is your all-in-one command center for crafting impactful events—from initial brainstorming to the final wrap-up.

Event Vendors

An exceptional event vendor turns your vision into reality, providing the expertise and reliability needed to make every moment unforgettable.

Event Venue

Selecting the perfect venue is key to a memorable event, it sets the tone, shapes the experience, and leaves a lasting impression.

Feature Requests

Managing features requests from dozens or even hundreds of customers can feel overwhelming. Here's how feature request template can help.

Customer Onboarding & Implementation

Managing onboarding details for dozens or even hundreds of new customers can feel overwhelming. Here's how a customer onboarding template can help.

Customer Account Management

Managing multiple customer accounts efficiently can feel overwhelming—especially when you’re juggling renewals, touchpoints, and relationship goals. Here’s how a Customer Account Management Template can make it effortless.

Customer Satisfaction Form and Analysis /Feedback

Customer feedback is a crucial part of your business’s growth. Whether you're looking to improve your products, services, or overall customer experience, capturing insights directly from your customers is key.

Customer Support Tickets

Managing customer support requests or tickets across teams can feel overwhelming. Here's how a customer support template can help.

Web Page Production

The Web Page Production Template streamlines how teams plan, build, review, and publish pages keeping owners, writers, designers, and developers perfectly in sync from brief to “Live.”

Feature Requests

Managing features requests from dozens or even hundreds of customers can feel overwhelming. Here's how feature request template can help.

Product Launch

A well-structured product launch template is the blueprint that turns great ideas into successful realities, ensuring every step is strategic and nothing is left to chance.

Features Development

Development Template comes in—designed to keep your team focused, aligned, and efficient throughout the entire development process.

New Product Development

Transform your innovative ideas into market-ready solutions with our cutting-edge Product Development Framework. This isn't just another template—it's your team's innovation accelerator.

Competitor Research

Staying ahead of your competitors is crucial to maintaining a competitive edge.

Pre-Launch Feedback Analysis

The Product Feedback Analysis template is your life preserver, transforming scattered customer insights into a clear roadmap for impactful product enhancements.

Product Development Roadmap

The Product Development Roadmap Template helps teams effectively manage and track the progress of product development, ensuring clear visibility, task management, and timely delivery of milestones.

OKR Tracking

The OKR Tracking Template simplifies the process of managing objectives, ensuring transparency, accountability, and alignment with organizational priorities.

Software Development

The Software Development Template helps teams efficiently plan, track, and execute development tasks by providing clear task organization, timelines, and priority management.

Integration Prioritization & Evaluation

An Integration Evaluation Template is a strategic tool used by product teams to analyze which integrations are worth building. It includes fields like effort estimation, customer demand, business alignment, and projected impact to help teams make objective prioritization decisions. This ensures the team selects integrations systematically and supports the overall product roadmap.

SWOT Analysis

The SWOT Analysis Tracker Template ensures a comprehensive and structured approach to assessing strengths, weaknesses, opportunities, and threats, facilitating effective strategic planning.

Agile Project Management

The Agile Project Management Template ensures that projects are efficiently managed with clear tasks, priorities, and deadlines, leading to smoother collaboration and timely project delivery.

Agile Scrum Management

The Agile Scrum Management Template ensures effective tracking of tasks, prioritization, and sprint progression in agile projects, fostering collaboration, and timely completion of deliverables.

Solar Project

The Solar Project Template provides a comprehensive structure to plan, execute, and track all activities involved in solar power project implementation. It ensures smooth coordination between technical, procurement, and installation teams while maintaining a clear view of project progress across multiple stages. This template is ideal for renewable energy firms, contractors, and engineering teams managing residential, commercial, or industrial solar projects.

OKR Tracking

The OKR Tracking Template simplifies the process of managing objectives, ensuring transparency, accountability, and alignment with organizational priorities.

Getting Things Done

The Getting Things Done Template is a structured framework that helps individuals and teams manage tasks efficiently, prioritize actions, and meet deadlines. This template supports organized workflows, improved productivity, and timely execution of tasks.

Waterfall Management

The Waterfall Management Template helps ensure the successful execution of Waterfall projects by carefully managing tasks, dependencies, and risks, and monitoring progress through structured stages.

Construction Roadmap

The Construction Roadmap Template ensures that all aspects of the construction project are organized and on track, enabling effective management and timely completion.

Construction Site Management

Gain a bird’s-eye view of progress across all your construction projects, from foundation to finishing and ensure every site stays on track, on budget, and on time.

CRE Site Visit Tracker

The CRE (Commercial Real Estate) Site Visit Tracker Template provides a structured approach to monitor property visits, manage tour details, and track client interest. This template ensures efficient organization, seamless communication, and effective follow-ups.

Real Estate CRM

The Real Estate CRM Template offers a comprehensive framework to manage and track client interactions, property preferences, and sales progress. This template ensures organized communication, streamlined processes, and enhanced client satisfaction.

Properties for Sale

The Properties for Sale Template provides a structured and efficient way for real estate professionals, brokers, or agencies to manage properties listed for sale. It helps track every property’s status, pricing, location details, and sales progress ensuring no opportunity is missed and all listings are effectively monitored from listing to closure. This template is ideal for real estate sales teams, property managers, and independent agents who need to organize, prioritize, and streamline their property selling workflow.

Real Estate Management

The Real Estate Management Template helps streamline property tracking, task management, and operations in real estate projects, ensuring efficient oversight and timely decision-making.

Properties for Lease

The Properties for Lease Template provides a structured framework for property managers, real estate agents, and leasing teams to manage all property leasing activities efficiently. It helps in tracking each property’s lease status, cost, tenant details, and lease duration ensuring transparency, timely renewals, and seamless property management. This template is ideal for real estate firms, corporate leasing teams, or independent property consultants managing residential, commercial, or mixed-use properties.

Machine Manufacturing

The Machine Manufacturing Template provides a structured framework to manage and monitor the entire machine production lifecycle from planning and procurement to assembly, delivery, and post-installation support. This template ensures timely execution, proper coordination between departments, and high-quality output, enabling manufacturing teams to streamline workflows and meet production goals efficiently.

Order Tracker

The Order Tracker Template is a comprehensive tool designed to streamline the order process, ensuring that all necessary details are captured for accurate order management, tracking, and delivery.

Casting Sheets and Audition

The Casting Sheets and Auditions Template streamlines the audition process, helping teams manage auditions efficiently, ensuring that the best actors are selected for each role while maintaining a smooth workflow.

Film Budget

The Film Budget Template helps manage and track the financial aspects of a film production, ensuring expenses are controlled, and the project stays within budget.

Long Video Production

The Long Video Production Template helps teams efficiently plan, manage, and track every stage of the video production process — from concept to final delivery. It ensures tasks are completed on time, within budget, and at the highest quality standards.

Film Crew List

The Film Crew List Template helps manage crew members in a film production by tracking hiring, payment, roles, and responsibilities, ensuring smooth operations and timely task completion.

Investors Database

The Investors Database Template is designed to help teams manage all investor-related details in one organized space. It simplifies tracking investor relationships, recording communications, and monitoring investment progress through various funding stages — such as Seed, Series A, and Series B.

Grants Management

The Grants Management Template is designed to help organizations such as NGOs, non-profits, and incubators systematically track and manage all past grants in one place. It provides a structured way to capture key grant details including funding information, responsible owners, reporting requirements, and risk levels, ensuring transparency, accountability, and easy access for audits or future planning. This template enables teams to maintain complete historical data for each grant, analyze past performance, and identify funders or donors for potential renewal or long-term collaboration.

Create Brand Style Guide

The Brand Style Guide Template ensures that the process of developing, updating, and maintaining the brand style guide is managed efficiently and consistently, leading to a unified and professional brand identity.

All Hands Meeting

The All Hands Meeting Template simplifies meeting organization, ensuring all tasks are completed on time and the event runs smoothly, fostering effective communication and collaboration.

Architecture Design

The Architecture Design Template provides a well-organized framework to manage architectural projects from concept to completion. It ensures efficient coordination between design teams, engineers, and clients, while maintaining a clear workflow for task dependencies, reviews, and approvals. This template is ideal for architecture firms, interior design studios, and construction agencies looking to streamline project management and enhance client satisfaction.

Interior Design

Managing interior design projects — from layouts and color schemes to client expectations — can feel overwhelming. Here's how an interior design template can help.

Itinerary Approval

The Itinerary Approvals Template provides a structured system to manage, review, and approve travel itineraries for business trips, client visits, or internal travel. This template ensures seamless coordination between travel coordinators, employees, and management while maintaining transparency and timely approvals throughout the process.

Trips & Packages

The Trips & Packages Template helps travel agencies, tour operators, and destination planners efficiently manage their travel itineraries, packages, and bookings. It provides a clear view of trip details, package categories, pricing, and team responsibilities — ensuring a seamless experience from planning to sale.

Partners

The Partners Template helps organizations maintain a clear and organized database of all active collaborations. It centralizes important information about each partner such as the services you work on together, industry focus, region, and partnership responsibilities. This makes it easier to manage ongoing relationships and identify growth opportunities.

Active Integrators

The Active Integrators Template is designed to help businesses, SaaS platforms, or partnership teams efficiently track and manage collaborations with system integrators or technology partners. It provides a clear overview of each integrator’s focus area, industry expertise, region of operation, and current engagement status — ensuring smooth coordination and visibility across all active partnerships.

Investors Database

The Investors Database Template is designed to help teams manage all investor-related details in one organized space. It simplifies tracking investor relationships, recording communications, and monitoring investment progress through various funding stages — such as Seed, Series A, and Series B.

Agile Project Management

The Agile Project Management Template ensures that projects are efficiently managed with clear tasks, priorities, and deadlines, leading to smoother collaboration and timely project delivery.

Bug & Issue Tracking

The Bug & Issue Tracking Template ensures efficient identification, tracking, and resolution of software bugs and issues, helping teams maintain high-quality standards throughout the development lifecycle.

Backlogs And Sprints

The Backlogs and Sprints Template is an excellent tool for managing tasks in an agile or sprint-based framework, allowing you to maintain clear organization, track progress, and ensure efficient execution of each task within the project.

Web Page Production

The Web Page Production Template streamlines how teams plan, build, review, and publish pages keeping owners, writers, designers, and developers perfectly in sync from brief to “Live.”

App Development Plan

Turning an app idea into reality involves many moving parts. With so many tasks to manage, it’s easy for things to get overlooked.

Android Developer Roadmap

The Android Developer Roadmap Template helps track and organize the various tasks and phases required to become an efficient Android developer, ensuring that key milestones, dependencies, and deadlines are met throughout the development journey.

Student Tracking

The Students Tracking Template is designed for educational institutions such as schools, coaching centers, or training academies to systematically monitor and manage student-related information. It provides a unified view of every student’s academic progress, attendance, performance, and behavior — enabling educators to make informed decisions and provide personalized guidance.

IT Security Policies

The IT Security Policies Template ensures an organized approach to policy creation, tracking, and compliance, supporting a secure and resilient IT environment.

RFP - Procurement

The RFP Management Template ensures a structured approach to managing request for proposal (RFP) processes, enabling efficient vendor evaluation, document tracking, and decision-making while fostering collaboration among stakeholders.

Contract Management

The Contract Management Template ensures that all tasks related to contracts are tracked, managed, and completed on time, fostering effective contract management practices, reducing risks, and maintaining strong relationships with clients and vendors.

Order Tracker

The Order Tracker Template is a comprehensive tool designed to streamline the order process, ensuring that all necessary details are captured for accurate order management, tracking, and delivery.

Customer Onboarding & Implementation

Managing onboarding details for dozens or even hundreds of new customers can feel overwhelming. Here's how a customer onboarding template can help.

Asset Tracking

The Asset Tracking Template helps organizations monitor and manage their assets across locations, departments, and lifecycle stages ensuring complete visibility, accountability, and utilization of valuable resources.

Marketing Request Management

The Marketing Request Management Template is a versatile tool for ensuring marketing requests are efficiently handled, enhancing productivity, and maintaining clear communication between teams and clients.

All Hands Meeting

The All Hands Meeting Template simplifies meeting organization, ensuring all tasks are completed on time and the event runs smoothly, fostering effective communication and collaboration.

Agile Marketing

The Agile Marketing Template is a dynamic tool designed to help you plan, execute, and track marketing tasks within sprints, ensuring an agile and efficient approach to your marketing strategy.

SEO Audit and Initialization

Kickstart your SEO journey with SmartTask’s SEO Audit and Initialization Project Template. Audit your website’s technical health, fix on-page issues, set up analytics, and prepare a rock-solid SEO foundation before implementation begins. Perfect for agencies and marketing teams ready to optimize smarter.

Email Marketing Calendar

Running a successful email marketing campaign involves more than just sending out messages—it’s about planning, timing, and collaboration.

Primary Research Plan

Stay organized and efficient with a primary research plan template, ensuring smooth execution and actionable insights.

Marketing Activities

Managing and tracking marketing activities can be challenging. SmartTask’s Market Activities Template simplifies this process, helping you organize and monitor all aspects of your marketing strategies effectively.

Secondary Market Research

The Secondary Market Research Template helps teams efficiently track, organize, and manage secondary research tasks, ensuring comprehensive analysis and timely project completion.

Social Media Calendar

The Social Media Calendar Template gives your team a clear, organized system to plan, manage, and track all social media activities across multiple platforms. It ensures your content is structured, deadlines are met, and posts go live in the right quarter without last-minute chaos.

Marketing Campaign Tracking

The Marketing Campaign Tracking Template is your all-in-one tool to monitor campaign performance, optimize costs, and improve ROI, ensuring your marketing strategies are impactful and efficient.

Social Media Analytics

The Social Media Analytics Template equips you with a structured and efficient approach to track performance, analyze data, and optimize social media strategies for better results.

Website Content Calendar

The Website Content Calendar helps streamline content creation, management, and performance tracking for websites, ensuring effective content delivery and optimization for user engagement.

SEO Ongoing Work

The SEO Ongoing Work Template helps you stay consistent with your SEO efforts by managing all recurring optimization and reporting activities in one place. From tracking keyword performance to updating backlink data, this template ensures your SEO strategy evolves with every month’s insights.

Sales and Marketing Plan

The Sales and Marketing Plan Template is your ultimate tool for organizing, planning, and tracking sales and marketing initiatives, ensuring alignment with business goals and efficient execution.

Website Management

The Website Management Template is your comprehensive tool for organizing, tracking, and managing website-related tasks, ensuring timely updates and smooth website performance.

Party Planning

The Party Planning Template is a useful tool for organizing all the tasks and activities involved in planning a party, making sure that every aspect of the event is covered, from budgeting to scheduling and team collaboration.

Marketing Budget

The Marketing Budget Template is an essential tool for tracking and optimizing marketing campaigns, ensuring that every campaign is cost-effective and generates a positive return on investment.

Marketing Request Management

The Marketing Request Management Template is a versatile tool for ensuring marketing requests are efficiently handled, enhancing productivity, and maintaining clear communication between teams and clients.

A/B Testing

The A/B Testing Template helps ensure that all aspects of A/B testing are well-organized and trackable, providing clarity on the testing process and facilitating data-driven decision-making for optimized marketing strategies.

All Hands Meeting

The All Hands Meeting Template simplifies meeting organization, ensuring all tasks are completed on time and the event runs smoothly, fostering effective communication and collaboration.

Short Video Production

The Short Video Production Template is a versatile tool for organizing and tracking the production of short videos, ensuring all steps are clearly outlined and responsibilities are assigned to achieve seamless execution.

Vendor Management

The Vendor Management Template ensures effective organization and management of vendor relationships, enhancing transparency, accountability, and overall efficiency in vendor dealings.

Digital Asset Management

The Digital Asset Management Template ensures that all digital assets are well-organized, easy to locate, and compliant with usage rules. It supports efficient collaboration and effective asset management across teams.

Create Brand Style Guide

The Brand Style Guide Template ensures that the process of developing, updating, and maintaining the brand style guide is managed efficiently and consistently, leading to a unified and professional brand identity.

Rebranding

The Rebranding Project Template ensures the smooth and organized execution of rebranding initiatives, facilitating collaboration and ensuring every stage of the process is completed effectively and on time.

Website Design

Designing a website is about more than just creating something visually appealing, it's about crafting a seamless experience for every user.

UI/UX Design

Managing the design process—from research to final handoff—can quickly become complex. That’s why our UI/UX Design Template.

Game Design

Bringing a game from concept to completion is a complex process with countless moving parts. Game Design Template provides a clear structure to help you turn your creative vision into reality.

Graphic Design

Great graphic design is the visual language that speaks to your audience, and a well-crafted template is the foundation for creativity that captures attention and inspires action.

Creative Request Form

A well-crafted creative request form template transforms ideas into actionable projects, bridging the gap between inspiration and execution.

Employee Onboarding

The Employee Onboarding Template streamlines the onboarding process by tracking tasks, assigning responsibilities, and monitoring progress to ensure a smooth transition for new hires.

HR Requests

The HR Requests Template streamlines the management and tracking of HR-related tasks and requests, ensuring efficient handling and timely resolution of employee concerns.

Employee Training Management

The Employee Training Management Template provides a structured framework for planning, organizing, and tracking all employee training activities, ensuring skill development aligns with organizational goals.

Hiring Requests

The Hiring Requests Template streamlines the process of raising, managing, and tracking hiring needs across your organization. From initial role request to posting and coordination with recruitment teams, this template ensures clarity, accountability, and faster hiring cycles.

Employee Database

The Employee Database Template provides an organized framework for managing and tracking employee details, ensuring easy access to critical information and efficient human resource management.

Candidate Database

The Candidate Database Template offers a structured framework to organize and maintain all candidate information in one centralized place. This template ensures quick access to candidate details, efficient filtering, and better talent management for future hiring needs.

Recruiting and Hiring

The Recruiting and Hiring Template provides a comprehensive framework for managing recruitment processes, ensuring an organized and efficient approach to finding and hiring top talent.

Workshop Calendar

The Workshop Calendar Template ensures effective planning, organization, and execution of workshops, enhancing coordination and achieving desired outcomes. It provides a centralized framework to schedule, manage, and track workshops seamlessly.

Client HR Requirements

The Client HR Requirements Template provides a systematic framework to manage and track recruitment needs raised by clients. This template ensures clear visibility into open positions, hiring progress, and coordination between recruitment teams and clients.

Employee Performance

The Employee Performance Template provides a structured framework for evaluating, managing, and tracking employee performance, ensuring alignment with organizational objectives and fostering professional growth.

Asset Tracking

The Asset Tracking Template helps organizations monitor and manage their assets across locations, departments, and lifecycle stages ensuring complete visibility, accountability, and utilization of valuable resources.

Customer Onboarding & Implementation

Managing onboarding details for dozens or even hundreds of new customers can feel overwhelming. Here's how a customer onboarding template can help.

Deal Pipeline

Managing a sales or inquiry pipeline from tracking leads to closing deals can feel overwhelming. Here's how a deals pipeline template can help streamline your workflow.

Lead Tracking

This template helps you manage your sales inquiries from the first point of contact up to lead qualification. Once a lead is marked as Qualified, it can be seamlessly converted into a Deal, which is then tracked separately in the Deal Pipeline Template for closure and revenue tracking.

Supporting Sales Materials

Managing sales materials effectively is crucial for empowering your team and closing deals. Here's how a supporting sales material template can help.

Balance Sheet Sample

The Balance Sheet Sample Template provides a structured format to track and manage the financial position of a business, ensuring accurate reporting of assets, liabilities, and equity.

Commission Sheet

The Commission Sheet Template helps track and manage sales performance, commission rates, and payments, ensuring that commission calculations are accurate and transparent for the sales team.

GST Filing

The GST Filing Template provides a structured framework to plan, manage, and track all GST-related activities for an organization. This template ensures that all filing stages, deadlines, and responsibilities are clearly defined — helping finance teams stay compliant, avoid penalties, and streamline their GST processes.

Accounts Receivable

The Accounts Receivable Template provides a comprehensive framework to track, manage, and reconcile incoming payments from clients or customers. This template ensures financial transparency, timely follow-ups, and effective cash flow management for organizations of all sizes.

Corporate Audit

The Corporate Audit Template streamlines audit tasks, ensures accountability, and provides a clear overview of the audit process, helping to manage deadlines, approvals, and responsibilities effectively.

Fund Raising

The Fund Raising Template provides a structured framework to plan, track, and manage all activities involved in raising funds for an organization, startup, or project. This template ensures seamless coordination across various funding stages, timely follow-ups with investors, and efficient progress monitoring from initiation to closure.

Cost Analysis

The Cost Analysis Template helps organizations efficiently track and analyze their financial data, ensuring projects stay on budget, optimizing resource allocation, and calculating ROI to ensure profitability and success.

Accounts Payable

The Accounts Payable Template helps streamline the tracking and management of accounts payable, ensuring timely payments, accurate invoicing, and smooth financial operations.

Tax Preparation

The Tax Preparation Template is designed to organize and track the preparation process of taxes, ensuring that all necessary tasks, approvals, and payments are completed efficiently and on time.

Payment History

The Payment History Template is designed to track and organize payment transactions, ensuring that all payment details are properly documented, assigned, and easily accessible for future reference.

Expense Tracking

Tracking business expenses across departments, projects, and purchases can be time-consuming and prone to errors. SmartTask’s Expense Tracking Template simplifies the process, helping you manage and monitor every aspect of your company's spending.

Finance Service Request

The Finance Service Request Template ensures efficient tracking and management of service requests within the finance department, helping to streamline the approval, allocation, and completion of financial services.

Case Management

The Case Management Template is designed for legal firms, consultancies, and professional service providers to efficiently track and manage cases throughout their lifecycle. It ensures a structured workflow from client consultation to final execution, promoting accountability, timely updates, and transparency in case handling.

Legal Agreement Management

The Legal Agreement Management Template helps streamline the tracking and management of all legal agreements within your organization. It ensures complete visibility into contract details, key dates, responsible parties, and approval statuses — helping teams stay compliant and avoid missed deadlines.