Template library

Action Item Tracker

Track tasks assigned to team members with priority levels and completion status.

Mark tasks complete with checkboxes
Assign items to specific team members
Set priority levels for each action item

Action Item Tracker

Track assigned tasks with completion status, dates, and priority levels in one centralized log.

Checkbox column for completion marking
Date tracking for task assignment and due dates
Priority level indicators (customizable symbols)

Action Item Tracker

Track tasks and action items with assignments, dates, priorities, and completion status.

Completion checkbox column
Date tracking for due dates
Assignee tracking with customizable names

Action Items Template

Track and manage action items by priority, owner, and deadline for teams and organizations.

Rank and prioritize action items
Assign owners for accountability
Track last updated dates

Action Items Template

Track and prioritize action items by owner, rank, and priority for teams and projects.

Action item description column
Priority and rank classification
Owner assignment tracking

Action List with JAM Ranking

Prioritize tasks using the JAM method—Just Do It, Abandon, or Delegate—ranked by value and difficulty.

JAM ranking system (Just Do It, Abandon, Delegate)
Value and difficulty scoring
Automated ranking formula using IF, MATCH, and OR functions

Action List with JAM Ranking

Prioritize tasks using the JAM method to focus on high-value actions and abandon low-impact work.

JAM ranking system (Just do it, Abandon, Maybe)
Value and difficulty scoring
Automated rank calculations with IF/MATCH functions

Action List with JAM Ranking

Prioritize tasks using the JAM method—Just do it, Abandon, or Maybe—with difficulty and value scoring.

JAM ranking system (Just do it, Abandon, Maybe)
Value and difficulty scoring columns
Built-in IF and MATCH logic for automated ranking

Action List with PICK Ranking

Prioritize tasks by value and effort using PICK matrix scoring for focused execution.

PICK matrix categorization (Prioritize/Implement/Consider/Kill)
Value and difficulty scoring system
Task ownership assignment

Action List with PICK Ranking

Prioritize tasks using the PICK method to focus on highest-impact action items.

PICK ranking system for prioritization
Value and difficulty assessment columns
Owner and assignment tracking

Project Management

Action Plan Template

Structure project goals into actionable steps with timelines and ownership to drive execution.

Project name and goal fields
Action step numbering and description
Timeline assignment per step

Accounting & Bookkeeping

Activity Costs Tracker

Track and allocate direct, indirect, and administrative costs across multiple products.

Multi-product cost comparison
Direct, indirect, and administrative cost breakdown
Automatic cost summaries with SUM formulas

Project Management

Activity Timeline Template

Track activities with start dates, end dates, and calculated duration using a simple timeline format.

Activity name column
Start date tracking
End date tracking

Budgeting & Expense Management

Actual vs Budget Comparison

Track spending against budget with monthly summaries and year-to-date variance analysis.

Automatic actual vs budget comparison by account
YTD summary with remaining budget calculations
Monthly expenses broken down by date and account

Budgeting & Expense Management

Actual vs Budget Comparison

Track spending against budgets with YTD summaries, monthly breakdowns, and variance analysis across accounts.

Year-to-date actual vs budget comparison by GL code and account
Monthly expense summary with automatic date rollups
Itemized expense detail with invoice tracking

Education & Academic

Adaptive Mouse Access Assessment & Data Tracker

Track and assess student adaptive mouse access skills with test data, charts, and detailed settings documentation.

Student name and assessment date fields
Performance data scoring sheet
Built-in visualization chart

Education & Academic

Adaptive Mouse Access Assessment and Data Tracker

Track and analyze adaptive mouse access assessments with student data, test settings, and visual performance charts.

Student information and assessment date tracking
Multiple assessment date columns for longitudinal data
Visual chart generation for performance visualization

Address Book

Organize and manage contact information for work and personal relationships efficiently.

Structured name and contact fields
Separate work and cell phone columns
Email address storage

Address Book

Organize contact information with names, phone numbers, and email addresses in one searchable location.

Name field for contact identification
Work phone number column
Cell phone number column

Accounting & Bookkeeping

Adjusting Journal Template V13

Record and track adjusting entries across retail and service operations with integrated chart of accounts.

Separate adjusting journal sheets for retail and service operations
Integrated Chart of Accounts reference with account codes and names
Automatic date tracking showing most recent entry (MAX formula)

Administration Compliance Audit Schedule Template

A comprehensive compliance audit scheduling and tracking system with personnel management and status monitoring across multiple departments.

Monthly calendar grid for visual scheduling
Personnel directory with contact information
Department-based organization

Administration Compliance Checklist Template

Track and manage administrative compliance requirements across your organization with detailed checklists and employee responsibility assignments.

Multiple compliance checklist views (populated and blank templates)
Employee responsibility assignment and contact information
Status tracking (In Progress, Not Started)

Administration Compliance Checklist Tracker Template

Track and monitor administrative compliance requirements with status tracking, compliance scoring, and employee information management.

Compliance checklist with yes/no status tracking
Automatic percentage calculations for completion rates
Employee information database with contact details

Business Planning & Strategy

Administration Compliance Gap Analysis Tool Template

A comprehensive template for tracking and analyzing compliance gaps across administrative functions, employee details, and organizational compliance status.

Company information repository
Employee directory with contact details
Compliance status categorization