Tracup Templates

Templates saves time by providing standardized project template and creating project in a rapid way for customers based on mainstream workflow in specific scenario of various industries

Types
Levels
Industry
FIFA World Cup Qatar 2022 Schedule

FIFA World Cup Qatar 2022 has officially kicked off. How much time does it take to get ready for such a big event?

There will be 32 teams participating in the 2022 FIFA World cup.

It takes months to prepare for a major sporting event. From training sessions to travel arrangements, it requires a lot of effort and resources. In addition, the logistics involved in hosting such a large event can be overwhelming.

NYC Cleaning Service

This template will mainly improve the tracking process for whether professional cleaning agency or an individual user. With this amazing template, users could mark any special area in need or create space for completed work.

We all know that cleaning is a large and complicated work for anybody. Use this template to list all possible cleaning areas, including your bedroom, bathroom, entry, kitchen, living room and etc. Detailed to your mirros, range hood, rug, and more.

What you need to do, either as a service provider or do it by yourself, once you finished a part, click the checkbox shown in this template. In this way, you won't mess up with anything that have cleaned or miss a dirty part.

Good luck on a huge cleaning event!

PR Campaign Planning

A well-made public relations (PR) campaign is critical to achieving a specific result for a company or an organization. This PR campaign planning template makes it simpler to plan and execute the PR campaign.

If you’re trying to plan a strategic PR campaign, try this easy-to-edit document template. It guides you in outlining a PR campaign for an event. You can determine the overall goals and measurable objectives, add any information about the target audience and media, and organize your ideas.

With this template’s assistance, the success of your PR campaign will be able to be evaluated. Use it now to create and implement a successful PR campaign for your business.

Agenda of Meeting

A meeting's agenda is a list of the topics, talking points, assignments, and activities you intend to cover. The agenda should include a thorough breakdown of what activities should take place during the meeting, who is in charge of each task, and how long each task or topic of discussion should endure.

Use this table's Meeting Notes Area to list the Responsible party for each agenda item's Action Item. Mark the agenda item as having been discussed in the meeting by checking the corresponding box next to it.

This template gives you a practical choice for organizing a concise list of subjects and staying on track with the objectives you have established.

Press Release Format

To put it simply, a press release is a written document that a business or organization uses to announce something new, such as an event press release, a product launch press release, and an earnings release. Then how to write a standard and effective press release?

Here is our press release format template. Let’s look at how it works. It provides you with a standard press release format example, including a headline, body, and boilerplate. Typically, the last part of a press release is an “About Us” section that illustrates what your company is.

As we know, a press release is helpful to business growth. But it should be noted that writing a press release right is just as important. Try our template now to do it right.

Excel Trainer Note

This Trainer Notes is a tool for conducting and capturing training sessions, permitting them to be shared with the rest of the organization and becoming standardized.


In this template, our main purpose is to help you better manage your content and company, through several sections of different categories and settings you can customize the content you need to prepare in advance under our only humane categories


Helping you work and live better, with forms tailored to you by TracupWe are delighted to help you with all areas of assistance and intelligence as one of the stages toward the success of your Training.


We hope you like our templates!

Request for Quote

You send a Request for Quote to potential vendors after supplying them with a document outlining the goals, budget, and timetable of your project (RFQ).


If you give your bidder suppliers an RFQ and project details, they will be better able to understand the project scope and decide whether they want to participate in the competition.


As one of the steps towards your business success, we are happy to assist you with all aspects of assistance and intelligence to be a successful businessman you need a close connection and cooperation, and all we can do is help you on your way to success.


We hope our templates help you!

Trucking Invoice Management

Trucking businesses handle all aspects of the processing of invoice data known as truck invoice management. We have created this template in the hope that it will help you.


Due to the trust that exists between trucking firms and their clients, a flawless and experienced management system is required to ensure the efficient handling of the pertinent data and workflow while managing the pertinent business.


Logistics and transportation expenses are the most crucial aspects of the trucking industry. The inability to assess the financial accounts promptly and provide an accurate opinion might result in a breakdown in client trust or even the decision to stop working with them altogether.

Track Annual Goals

Since the enterprise has determined the development strategic planning goals in a certain period of time in the future, the common goals of the enterprise can be known to all levels of the enterprise, thus enhancing the cohesion and centripetal force of the enterprise.

The advantages, disadvantages, opportunities, and threats of stakeholders, competitors, and themselves are clearly defined so that enterprises can calmly cope with the temptation of opportunities and market changes.

The user of this template can use it to keep track of the goals they establish for the year. For the user, this will function as a checklist for each month. This will help enterprises improve their decision-making methods, enhance their risk control ability and market adaptability, and thus enhance their lasting competitiveness.

1:1 Role & Future

Harmonious and harmonious employee relations can cultivate employees' sense of belonging, improve employees' loyalty, create a good working atmosphere and improve work efficiency, so managers should always pay attention to maintaining good relations with employees.

Employee relationship management is an "invisible service", which includes "communication, conflict resolution, career development consultant, etc." and is based on the strategy of "fairness and trust".

Establish and maintain a good working relationship between managers and employees. This template lists the roles, expectations, and how to best implement the feedback cycle.

Marketing Campaign Report

Do you want to know where your marketing campaign is currently at and where it is going? This marketing campaign report template is a perfect tool to effectively present data that helps analyze and track campaign performance.

This ultimate template enables you to clearly view how your marketing campaign is doing, such as email campaigns and advertising campaigns. In addition, it helps you monitor the status of your company’s website and social media channels and have an in-depth understanding of leads and customers.

With its assistance, you can provide a high-level overview of marketing campaigns to stakeholders to gain commitment and alignment. Use our document template now to show your marketing campaign’s progress.

One To One Meeting Checklist

One to one meetings are as much a part of one's day as one might experience, and even when it comes to work, few people make elaborate preparations for such a meeting, or call it a meeting.

People tend to trust their own communication skills and intuition and ignore the fact that such one-on-one meetings do not necessarily produce the desired work results afterwards. Where did this go wrong?

At least for work, even a one to one meeting with only 2 participants should be carefully planned and prepared, with a complete checklist so that the 2 people attending the meeting are serious about getting effective work output, which may be the value of the one-on-one meeting checklist.

Come on, don't just trust your memory, put all the important things on this list and you will find Tracup really cool.

Sample Email To Old Customers

Discovering the needs of old customers is extremely important to any business, especially in the post-epidemic era of economic downturn, where any little need from an old customer can be an opportunity to relaunch a company's business.

Phone calls, flyers, coupons, there are probably many ways you can try, but none of them can reach so many old customers. By sending emails to old customers may be the most effective way, and although the emails sent may be ignored, good emails will have a higher probability of being read by old customers. Therefore, sample emails to old customers become very important.

Why not consider trying Tracup and its templates? Including all aspects of sales, marketing, CRM and business operations, it is not only very informative but also free and I believe it is perfect for you.

Sharing Files In Teams

Are you seeking strategies to increase teamwork? If so, you should check into this to get things done quicker and smarter.

Any type of project management requires team collaboration tools. They enable teams to communicate and work more effectively.

Working remotely or cooperating with other teams frequently necessitates the sharing of files. This may be accomplished via email or through the use of cloud storage services such as Google Drive or Dropbox. These techniques are adequate, but there is always an opportunity for improvement.

Companies may now safely exchange information across numerous devices and platforms thanks to the growth of cloud computing. This has become a terrific tool to streamline file sharing and collaboration. It is crucial to remember, however, that certain teams may not be prepared for such solutions.

Remote cooperation has gotten considerably simpler with recent technological breakthroughs. The majority of current operating systems provide file sharing features. The capacity to send and receive files via the Internet has been substantially increased. If you wish to boost team cooperation, keep reading for some helpful hints.

Sharing files in a work team is a very frequent and simple thing, but it's not always easy, you know, sometimes the files are very big, hundreds of megabytes, sometimes there are a lot of versions, maybe just a change of punctuation, some forget to save as another type of file... and so on, there are a lot of very tedious details that affect your productivity.

In Tracup's workspace, all this seems to become very simple and easy. Try it, you will only be able to understand it if you try it yourself, and you will surely find something amazing like never before.

Select Work Proposal

For each determined job seeker, a Select Work Proposal template is an essential tool. It can be used by job seekers to show potential employers how hiring them will advance their goals. Create this document with the use of our Tracup select work proposal template.

A Select Work Proposal Template is an important tool for job seekers to create before applying for jobs. Use this template to present your skills and experience to potential employers.

This template includes sections for creating a cover letter, resume, and other documents needed to complete a successful application.

PPC Reporting Tool

PPC (Pay-per-click) campaign is the most affordable and efficient way to increase brand awareness. If you think it is overwhelming to create a PPC campaign report, don’t worry, this free PPC reporting tool template is ready to give you a hand.

The template helps you gain an understanding of how your PPC campaign is performing by giving you an overview of current campaign performance vs historical performance. It also enables you to have an in-depth knowledge of the network performance and channel performance.

Based on the performance of your PPC campaign, you can determine whether you need to make adjustments to improve the campaign. Use this reporting solution to make a successful PPC campaign report.

Performance Report

A performance report describes the state of a person or any other entity during a specific time period. Performance reports can be used to judge how well the entity for which they are intended has improved.


There are different types of performance formats, and they vary depending on who will use them and for what. With the help of our templates, you can keep track of the yearly quality review of the team's effectiveness. Tracup offers the perfect template for you no matter what industry you work in, whether it be Social Media, Finance, Marketing, IT software, or Advertising.


The stakeholders profit from the performance report because the government is required by law to publish it, which helps the stakeholders. People can be held accountable for their actions based on the report because it details how their invested money is being used well and lets everyone know what its current state is.

Commercial Voucher Management

Commercial Voucher refers to the text issued by the seller to the buyer in economic activities, including the name, quality, and agreed price of the product or service provided to the buyer.

In addition to the advance payment, the invoice must have the element of payment from the buyer to the seller according to the agreed terms and must contain the date and quantity, which is an important accounting document.

To obtain payment for the goods and services the buyer has purchased, a vendor will send an invoice to the buyer (client). This template includes terms, a breakdown of the goods or services bought across many projects, and billing information.

Quarterly Financial Report

A Financial Report for a Quarter is a collection of unaudited financial information that businesses publish every three months, such as balance sheets and income statements (three months).

Additionally, year-to-date results, comparative results (such as comparing the same quarter from the previous year to the current quarter), and quarterly data may be included in these statements.

It can help decision-makers understand objective economic activities. It can help enterprises understand their production, operation, and management activities. Found the existing problems, and then improve the management.

Non-Profit SOP

Similar to other types of SOP, nonprofit SOP strives to assemble, standardize, and outline a system's everyday activities. A nonprofit organization will operate and manage the daily system effectively while adhering to its mission and goals if it has an SOP for the project.

Despite the fact that nonprofit professionals must collaborate, this does not imply that they all possess the same knowledge and abilities. Having a set of rules and talking points as described in SOP template for PR chances makes sure that everyone on staff is aware of what to do.

Having defined SOPs is helpful while your business is expanding. Tracup's Non-Profit SOP Doc is available to new employees and volunteers to help them learn the ropes and get their questions answered.

Marketing Team Procedures

How does a successful marketing team operate? What are the marketing team’s roles and responsibilities? This ultimate marketing team procedures template is designed to centralize your marketing processes and procedures, so consistency in the delivery of campaigns can be guaranteed.

It allows you to have your marketing team procedures documented, which makes all the relevant information accessible to both new and old team members. The comprehensive template covers campaign processes, blog processes, and creative processes of the marketing team.

With its assistance, you can create an agile marketing team and develop a positioning strategy to expand your team. Use it to create your own now!

Salesman Report

The state of sales activity inside the firm is described in the sales report or sales analysis report. They offer a picture of the company's workouts at a certain time, analyzing the circumstance, coming to the best conclusions, and choosing the appropriate action to exhibit.


You may find possible new market prospects with the use of sales reports, which can enhance your performance. The number of transactions or income generated by the team may be tracked using a normal weekly sales report form.


You may monitor the overall status of the many tasks for the salesperson or the full team using the monthly sales report format.

Elevator Pitch

An elevator pitch is a succinct summary of the work that your organization undertakes or a proposal for a project. It might be about a project, concept, product, or oneself, but it should be intriguing and beneficial to your audience.

An elevator pitch is a common tool used by businesses and organizations to: Identify yourself, Establish a connection with your audience by making a point. Submit a fresh notion. Promote your goods and services and so on.

The reason it's called an elevator pitch is that it should only take 20 to 30 seconds to cover the entirety of an elevator journey. To make sure you don't forget any crucial information in your speech, use an elevator pitch template to summarize your main points.

Daily Sales Report

A well-organized strategy for the sales department may aid in the company's improved development. The sales department has always been at the center of a business.


This Doc is provided as a resource to assist you and your team in organizing your planning and review. In the template, you can briefly describe the sales performance of the day, provide a chart if necessary, and fill in the details in the table below.


At the conclusion of each day, the Daily Sales Report is made to provide you with a summary of your sales reports. Find out more about the goods that are doing well.

Mutual Action Plan(MAP)

A coordinated, strategic plan called a mutual action plan (MAP) makes it easier for customers to buy from you. This is a living document that all parties utilize to specify exactly what must happen and by when to seal the deal. It was produced by the seller's team with the customer's buy-in.


Deals are vastly more likely to close when buyer confidence is high and the path to close (onboard and beyond) is easy to understand among all stakeholders. That’s why all CEOs and sales leaders to have their sales teams create a Mutual Action Plan (MAP) with buyers.


Mutual Action Plan designed by Tracup involves five sections targeted at different goals, processes, tools, and elements required to authenticate, onboard, and recognize value from the vendor which serves as a single source of truth.

Event Planning Brief

A good event brief typically gives you a clear view of the objectives and what is entailed to plan a successful event. Then what does an event brief include? Our event planning brief template has prepared some examples to guide you in designing your own.

The document template is comprised of an overview and event timetable. It covers most of the event’s key elements, such as objectives, target audience, project team involved, and milestones.

In this way, it gives you a clear picture of events, helping you stay on top of the progress and performance. Use this template as a map for your marketing event or any others now.

B2B Sales Strategy

A solid sales plan is typically essential to the success of your company. Tracup has provided you with this B2B Sales Strategy template to help you create this crucial document.


You must manage your prospects as a business person, including those who are now subscribers and those who will gain more. The classification of the various contents, the monthly plan, and the frequent evaluation are just a few of the many elements that must be attended to in addition to the actual sales effort.


Only with regular review can you create an updated plan that will help you increase your business significantly.

Delivery Log Report

When you deliver goods or services, you need to document every step of the way. This helps you track your deliveries and ensure they meet customer expectations.


However, some companies don't require their employees to submit delivery logs. If you want to get ahead at your job, you'll need to know whether your company requires them.


Timely delivery is essential to every company's success and is advantageous for forming alliances with other companies or organizations. Deliveries are tracked and observed using the delivery record.


Use our Delivery Log Template to keep track of every delivery activity of your company, whether it's for agriculture, industry, seafood, or other uses.

Google Sheets To Do List

Google Sheets To Do List is the most commonly used in addition to Microsoft Office 365, especially since many online data can be exported directly to Google Sheets, which brings a more convenient experience for teamwork management.

However, Google Sheets To Do List has a very real problem, that is, the lack of effective team collaboration capabilities, but certain data needs to be modified when the rest of the team does not know. This is a very effective way to embed Google Sheets into the task project management software.

Try Tracup, you will find it very efficient and free, the combination of Google Forms and Tracup looks perfect.

Donation Letter Form

Donation letters, also known as donor letters, are a sort of mail you may use to solicit gifts from your supporters or expand your donor base. They are essential for building relationships with donors and inspiring those who have already donated generously to your cause to do so again.

There are a few things to keep in mind when writing your donation letter:
Personalize the letter by including the name of your organization and the recipient(s). Avoid using generic language.
Talk about the importance of your organization and why they are worthy of donations.
Include specific information about how donations will be used. Make it clear what benefit your donors will receive in return.

If you have no clue about how to start writing a donation letter, you should use our Donation Letter Form Template to write to your possible donators. Ask for their help with a worthy donation activity.

Executive Function Goals And Objectives

You're a busy CEO who has to get things done quickly, but how can you increase your productivity? You may not be using your executive function correctly.

Executive function refers to a group of cognitive abilities that are in charge of activities including working memory, planning, problem-solving, and sequencing. Improving your executive function can aid in your organization and efficiency.

There are two important tasks you should focus on when it comes to developing your executive function: creating goals and attaining objectives. Here are some pointers on how to effectively develop goals and achieve objectives.

Staff Weekly Report

Improve accountability and communication across the team with this weekly report system! Allowing team members to fill out a report empowers them to take ownership.

Do you want to be able to keep tabs on the progress of the team's project without having to meet with everyone individually every week? The Staff Weekly Report template can help! It takes less than five minutes to set up, and it will give you a quick report on the state of your team's work.

Empower your team with a weekly report system that improves accountability and communication! This will help you achieve your goals.

Product Brief Document

An internal document called a product brief helps teams communicate more effectively. It aids in the organization of your product strategy, timetable, and collection of product information. Try our product brief template and learn how to write one that works.

The product manager drafts a product brief during the product development planning stage. They can explain the issue and its resolution to other project participants thanks to the brief. Additionally, it might aid in the product team's alignment of goals.

With Tracup's Product Brief Document, you can add nested pages inside your product brief that are filled with supporting details, draft histories, and more. You can add as many pages as you like to your Doc, and you may apply templates to any page you want.

Engagement Survey Action

Employee engagement focuses on capturing employees' ideas and ensuring their commitment, mobilizing their support for organizational goals, and finally helping enterprises achieve sustainable development through their high-performance outputs.

"Employee participation" can significantly increase the sense of employee presence, improve productivity and stimulate employee vitality, and to a certain extent, improve employees' trust in management.

When employees are engaged and happy, the work environment becomes inspiring, allowing creativity to flow, confidence to grow, and even anything to become possible.

If you're trying to improve employee engagement, this guide will help you by outlining the steps you need to take.

Program Proposal Template

The development of a new program comes with difficulties. While you establish your priorities and gather supplies, funding, and supporters, you need to keep a lot of plates spinning. Fortunately, a sample program proposal can show you the right path.

Utilizing the Program Proposal template that Tracup has saved for you, you can introduce your intended program! This serves as a pitch, demonstrating your readiness and familiarity with the program's advantages, framework, and operating principles.

Instead of striving for a thorough document, use our Program Proposal Template to bring stakeholders together, establish a single point of truth for your team, and record questions as they arise.

Project Assessment Template

A project is a collection of tasks that must be completed in order to attain a goal. The project's difficulty is determined by its size. The project is time, resource, and money constrained. A project must be evaluated at various phases.

The evaluation is performed at the beginning of the project to determine its viability and may be required at various phases of the project. A project, such as the development of major software or highways, must be examined to see whether it is on time or has to be postponed. Will the project incur any additional costs?

Tracup‘s Project Assessment Template aids in project evaluation based on needs. We hope to help you analyze, review, evaluate and capture the key details of projects. Download this free template now!

Link To Embed Code

Do you know how to make a link that automatically inserts itself into your content? It's simple to use and a wonderful strategy to boost traffic and engagement. Here's how to go about it.

Including rich media, such as movies and graphics, is a terrific method to provide more value to readers. You may advertise your work across social media sites, blogs, and even ebook readers by embedding code.

There are several popular services that allow you to embed code, but utilizing the proper one may significantly simplify your life. Here are some pointers for selecting the best embedding service.

Program Summary Overview

A program summary of a lengthy report or business plan is a succinct document that gives a general overview of it. A program summary aims to notify your team members of the crucial information without requiring them to read a lengthy paper.

Use this plain and straightforward template to communicate with your team or clients about every aspect of your project. Enter relevant data about the people involved, project milestones, problems, status updates, and fresh requests relevant to your project, and communicate to important parties.

To select the template that best suits your project's demands browses Tracup Template Center for more accessible and free project report templates. We highly recommend this Program Summary Overview Template for business management.

Employee Evaluation Report

The enterprise can fully understand the ability and character of the employees, so as to arrange for the employees to shine in the appropriate position, and to make the best use of their talents. It's good for business and good for employees.

The evaluation can find the employee with development potential to lay a good foundation for a future job promotion or more important posts. It can also find incompetent and unqualified employees, and transfer or dismiss their jobs or posts in order to ensure the quality of work and service.

This template help to improve the relationship between staff and management.
Evaluation can enhance two-way communication between employees and managers and promote their mutual understanding.

Web Research RFP

In order to receive a formal offer from potential suppliers, a company drafts a request for proposal (RFP) document. The RFP specifies the client's specifications as well as the evaluation standards that will be used to rank a vendor's bid.

With the help of the Web Research RFP Doc template, RFP creation is much simplified. This template was built exclusively for Web Development Requests, so you can concentrate more on the features you want to see in your future website and less on the technical details because they are already included in the template.

Using the Web RFP Doc template, we make creating RFPs simple and quick. Play around with the template's editable elements to create an RFP that really represents your company.

Project Management Documents

How would you describe writing? Is the Microsoft word app you love or hate? If you can’t enjoy writing with it, then why bother?

Writing is a skill that takes time and practice to master. As a knowledge worker, you need to spend hours every day learning new techniques and developing your craft.

You probably already knew that writing is a great way to express yourself and communicate ideas. In addition, it helps you build confidence and improve your skills.

Here's an ultra template to get your writing to start!

Workshop Agenda Management

The days of printing out massive agendas and conferencing in person are over. How do you plan to manage your workshop agenda and make sure everyone is on the same page?

We live in a world where we can virtually participate in almost any activity from anywhere at any time. This has led to a decline in face-to-face meetings, as well as workshops. But that doesn't mean you have to give up on being organized. There are various tools and methods you can use to manage workshop agendas and make sure everyone is aligned.

Tools like email, Google Calendar, and Trello can help you stay organized and on track. By using these tools, you can also monitor attendance and performance, share resources, and more. Follow these five tips to make managing your workshop agenda easier.

Employee Incident Report

Keep your business safe with this template for filling out an employee incident report form. Apply it to your workspace today!

Give details regarding the occurrence and the suggested course of action against the accused employee. Include any follow-up actions that the employee reported should be taken as well. This may also be used when you consider the matter and the reported employee's next moves.

Use this template to record any incidents that occur to employees in your workplace. Keep track of the happenings so you can take action!

Student Employment Deal

After the employment agreement is signed and sealed by the graduates and the employer, it is legally binding on both parties and establishes the labor relationship between the two parties. The employer should accept the graduates for employment according to the employment agreement.

The employment agreement may also stipulate the probation period, working conditions, labor protection, social insurance, liquidated damages, and other contents to clarify the rights and obligations of both parties.

It will have corresponding legal consequences, so both parties are legally binding, but also recognized and protected by national laws. Therefore, both parties must earnestly and strictly perform their respective obligations.

Vendor Agreement Management

A vendor agreement is a contract that outlines the key parameters of a commercial relationship between a vendor and a client, such as the goods or services the vendor will provide.


You may use this Tracup Doc as a guide if you're seeking a vendor agreement template. We hope that we can help you as a supplier to make your work more efficient with our doc.


This template may be altered; just add your details to finish the paper. Before printing and/or sharing this banner with the appropriate persons, delete it. Each party will use its best efforts to resolve the issue after disclosing any delays or anticipated delays as they occur.

BugTracking For Startups

The start of any new project is always exciting, but it can also be daunting. You have a lot of ideas and hopes for the future, and you don't want anything to go wrong. But how do you keep track of everything while making progress?

Organizing your project correctly is the key to success. However, many startups never end up using the best project management software because they're afraid of the cost or aren't sure if it's right for their business.

Thankfully, there are many great options available for free or low-cost subscriptions. These are the best free project management software options for startups.

Why not click on Tracup right now and see what interesting things are happening?

Genre Guide Outlines

A Genre Guide Outlines establishes standards for the verbal and visual representation of your brand. The purpose of a style guide is to ensure that content from many contributors is understandable and consistent, represents the corporate voice, and maintains brand consistency across all mediums, from writing to design.

When creating content, it’s important to remember that different people consume information in different ways. You need to consider the target audience and use the same formatting, language, and images across all of your channels. Otherwise, your readers may get lost or frustrated.

A product style guide template can help you create consistent and reliable content for your audience. By following a set format, you can take care of the most common formatting issues and make sure that all of your content looks uniform. Plus, a style guide takes the guesswork out of developing content, which frees up more time to focus on marketing tasks. Check out our free template here!

Github Issue Tracking

Are you in a startup? If so, you need to use project management software to track your progress and manage communication. This is the best free project management tool to consider when starting a business.

Startups face unique challenges that require unique solutions. This is where project management comes in handy. A good project management software can help you organize your work, schedule meetings, track progress, and more.

Using a popular free project management tool like Github is a great way to get started. Github is known for its open-source development environment and Git repository hosting. You can use it to easily store your projects and share files with colleagues.

Why not click through and see what you might expect? I'm sure you'll be pleasantly surprised and start your journey of enjoyment.

How To Control Schedule In A Project

When managing a project to stay on schedule and fulfill deadlines, project planning, scheduling, and control all work together. Learning what schedule control is and how to use it effectively will help you complete your next project on time and on budget. Projects have several moving elements. Schedule control is one method for determining if a project is behind or ahead of schedule.

In project management, schedule control is used to monitor your activities and tasks to ensure they are progressing as anticipated. Of course, it's more than merely checking the status. Controlling your project's timeline also entails updating your project processes and managing change.

This entire process is eased by project scheduling software such as Tracup, which allows you to establish a project plan, set a baseline, and track progress in real-time. It's never been easier to keep track of your schedule.

Tracup's Gantt chart, which depicts a project timeline, you can create baseline schedules and track your progress from start to finish. Find out more. Controlling and monitoring the schedule is part of the overall project management process. That is, projects must be continuously monitored, and if a change occurs, as it will, it must be proactively managed. This is the responsibility of the project manager, who set the timetable and is in charge of carrying it out.

Project schedule control is necessary since it is utilized to monitor and regulate the project's progress. A project that misses its deadline is not considered successful. While there are several indicators for measuring project performance, one of the most basic is sticking to the timeline.

Another critical part of schedule management is managing the expectations of your project stakeholders. It keeps them up to date on developments and their implications for the project. Furthermore, it informs stakeholders about how you intend to respond to challenges in order to bring the project back on track. This procedure is critical for keeping stakeholders informed and should be carried out throughout the project's life cycle.

Project planning, scheduling, and control all work together to minimize the impact on your budget. The advantage is financial stability, which projects must deliver at a cost authorized by stakeholders. It also generates documentation, which might be useful when reviewing previous data for future projects comparable to the one you're now managing.

Throughout the project, scheduling control is critical. Stakeholders will want to know the status of the schedule from the time it is developed until the time the project is finished. As a result, it should be built into your calendar as you create it.

Of course, it's most vital when you start carrying out the plan. This is when the timetable ceases to be a concept and becomes a real instrument for completing projects on time and within budget. Your project's timetable will be influenced by internal and external variables that might possibly impede your progress throughout the execution phase.

The schedule is monitored and controlled throughout the execution, from the commencement of the first job to the end of the last. However, even though this is when schedule control is most important, it is never complete. Document your modifications as they occur: how you responded to them and the consequences are critical to this part of the project.

Shift Change Report

With the aid of this Shift Change Report template, you may put everything that happened throughout the shift in writing, including the tasks that were completed and those that weren't.

To ensure that everyone is aware of what needs to be done, it summarizes the work completed during the shift and includes information on any tasks that were added or left unfinished after the shift ended. You can use this form to deliver reports to management and the following shift.

Include in the table all tasks and obligations that must be completed during the particular shift. You should feel free to do this and include the person responsible for each task. Some tasks can be divided into smaller ones.

Warehouse SOP

If you're wondering what a warehouse SOP template is, then look no further than this document. Let us explain:


This SOP provides warehouse operations staff with a quick and simple way to catalog where shipments are received, track how deliveries have been verified before acceptance, and keep track of how paperwork (such as trying to pack slips and labels) is processed.


It also lists approved vendors and processes for ordering material. Any warehouse can apply this SOP, but if your facility handles regulated products, careful procedures can be required for compliance.

End of Day Cash Register Report

Starting a small business can be a rewarding experience, but it can also be challenging. One of the first things you’ll need to do is set up a cash register. But where do you start?

The cash register is one of the most important tools in your business. It helps you track sales and expenses, which is essential for keeping your finances in order. To set up your register effectively, you’ll need to consider the following factors.

Below are tips on setting up a cash register report template that will help you track your day-to-day transactions.

Use this EOD Cash Register Report template to keep track of daily income, especially for small cash flows. Record start amount and end amount to get the accurate revenue.

Web Development Scope of Work

A website development scope of work refers to a document sent by web designers to their clients to present the project’s details and scope of work. It helps both parties evade disagreement or conflict.

Our web development scope of work template is designed to make the processes and procedures more efficient for you. Here’s something included in this document: project brief, project scope, deliverables, and milestones. In addition, web developers can add assumptions and procedures to this document.

With its assistance, all details about your project are presented to the client to clarify key expectations, deliverables, and deadlines. So, try this fantastic template, and I bet you won’t be disappointed.

Staff Action Plan

The performance improvement plan for a recruiter is the use case used in this template. On a field assignment, the employee was unable to clock in. She didn't go to the office before the function as was the custom.

An incorrect representative signed a contract. The employee believed that the point of contact she was speaking to was the proper signatory due to a breakdown in communication.

This template includes information and proof in this section demonstrating the employee's advancements. After the employee completes the set of Corrective Initiatives, the improvements made by the employee should be discussed and examined in this section.

Staff Daily Activity Report

Are you tired of meeting with every employee individually to get a pulse on their work? The daily report can help! This customizable Staff Daily Activity Report template will give you a snapshot of your team's progress without having to meet with them all day.

Do you want to be able to keep tabs on the progress of the team's project without having to meet with everyone individually every day? The Staff Daily Activity Report template can help! It takes less than five minutes to set up, and it will give you a quick report on the state of your team's work.

Without having to meet with each team member individually every day, the team manager can monitor the development of the team's project thanks to the daily report. You can rapidly keep an eye on your team by using the Staff Daily Activity Report template.

Project Management Review Tool

How can we get our project right? A project management review is a great way to prove the control you have over your organization’s project and make sure that the project is aligned with your project goals and objectives.

Our project management review tool template is here to help you decide whether your project is delivering the expected outcomes. It makes your project management review workflow more efficient and effective.

Let’s start by understanding what to review in your project management. This template gives you a complete framework of how to conduct your project review from project background to planned actions.

Project Statement of Work

A well-designed statement of work (SOW) proves to be quite important as a legally binding document used both internally and externally to control project activities carried out by service providers or by departments within the organization. It provides comprehensive specifications for the completed project.

Our project statement of work doc template is highly recommended for you to fully understand what to include in an SOW. Let’s take a closer look at it. This free template provides a basic SOW framework, including the purpose of the agreement, authorization, scope of work, deliverables, and payment.

We’re aware that no two SOWs are alike. So, you may add or delete any sections to your SOW according to your project needs. Use it to create your own right now!

LLC Yearly Report

An LLC Annual Report is a document that is put out every year and tells how a company did over the course of the year.

An LLC Annual Report is a document that is published by a company every year. It contains financial data, organizational statistics, and the performance of different departments. A good annual report should be informative and concise. You don't have to write one if you're not required to do so.

This includes financial information, organizational statistics, the performance of different departments, and the management's forecast for the company's future.

Multiple Project Status Report

The project status report template is crucial for monitoring project progress since it provides detailed information on how the project is progressing in relation to the expected plan. The main goal of the project status report template is to notify the stakeholders of the development and make sure that no extraordinary occurrences are impeding it.


The importance of fulfilling deadlines is emphasized in status reports, which ensure that the project is completed by the target date. The project status report template is free to download and edit with the assistance of project managers. This report specifically aligns everything under one page to make management easier.


Managing multiple tasks at once is a difficult endeavor. Additionally, creating individual progress or status reports takes time and is exhausting. Tracup's Multiple Project Status Report makes multitasking workflow easier and more effective.

Workshop Schedule & Details

The tasks that must be accomplished during a certain workshop are listed and summarized in a workshop agenda based on the workshop's focus, goals, shared interests, and other considerations.

You are given a document template for the workshop agenda. This template operates similarly to a standard document. Simply open the template, complete the required parts, and you're done.

There are four sections in the document for this template. Use the Sticky table of contents on the right side of your page to quickly access these parts. You can access any part by clicking on it, and that will take you there. This document includes a banner guide for each part. You can use these instructions to write material for each area.

Last but not least, the template is highly editable. Please refer to the example modification in the figure below.

Clinical Case Report

Clinical case reports provide valuable information to other doctors and researchers. They also give patients a chance to share their personal experience with a disease or condition.


A clinical case report provides a detailed description of a single patient. This kind of study is often written by doctors and researchers who want to share their experience with other physicians. Clinical case reports are usually published in peer-reviewed journals.


A clinical case report is an important part of medical literature because it helps physicians diagnose and treat patients. In addition, they also serve as a teaching tool for students and residents.


Apply this Clinical Case Report template to start taking care a patient.

Marketing Campaign Brief

A marketing campaign brief gives you a clear overview of the campaign’s basic components and long-term methods to market a product or service through multiple channels. Typically, it includes the campaign goal of increasing sales of a specific product or service.

This marketing campaign brief template is comprised of campaign brief examples, a creative brief, a video creative brief, and an SEO content brief. It is designed to help launch a successful marketing campaign through communication and collaboration across various teams and alignment with campaign goals.

With its assistance, you can easily determine a target market of a product, key deliverables, and results. Use it to successfully put any marketing campaign into practice.

Commercial Audit Management

An audit is an examination of the internal controls within an organization. It is designed to identify weaknesses or problems that may lead to fraud or other illegal activities.

Business audits are conducted by external auditors who work on behalf of management to ensure that the company is operating efficiently. They are also called due diligence reviews. In order to conduct an effective business audit, you must first understand what an audit entails.

The purpose of the audit is to make the resource allocation of audited units more efficient. The biggest feature of an audit lies in the supervision and inspection of superficial economic phenomena. According to the inspection results, the enterprise management is deeply analyzed from the outside to the inside, so as to put forward suggestions for improvement.

Family Chore Chart

A printable family chore chart could be the answer for you if you quickly become overwhelmed by the mess in your house and the idea of pestering your children to try to assist makes you want to curl up in the closet (instead of really solving the problem).


You can create a chore chart using the same method whether you need one for a small or large family. Making a task chart as basic as possible is our recommendation. Do whatever works for you.


Apply this amazing Family Chore Chart template to manage Daily Chore Chart, Weekly Chore Chart, Monthly Chore Chart, Family Daily Chore Chart, and Family Monthly Chore Chart. Put every single chore in the category it belongs to. Check this template every day and find out what's left behind!

General Design Review

How much time should I spend on each page of my site? The term modern has become synonymous with stylish, but it's important to remember that design styles change over time. In the early 20th century, designers created designs that were considered modern. Nowadays, however, we see a shift towards more classic styles.

Modern design is characterized by clean lines, simple shapes, and minimalism. The classic design is defined by its ornate details and intricate patterns. The design of your website or blog is crucial to its success. If you don’t take the time to create a visually appealing layout, visitors won’t stick around long enough to see what else you have to offer.

There are several ways to improve your website’s appearance. For example, you can add images, change colors, and optimize your text. These simple changes can go a long way toward improving your site’s overall appeal.

Style Guide for a Brand

A brand style guide speaks about important elements of a brand’s identity, which includes more than components for graphic design, such as logos and brand colors. It also states the unique brand voice.

The free style guide for a brand document template serves as a useful guideline for outlining your company brand style. It enables you to establish your brand identity from four aspects: mission and vision, corporate culture and values, brand visual identity, and brand voice.

Using a unique and positive tone, you can make your brand more appealing to people who interact with your brand. That helps achieve real business success.

Marketing Campaign Proposal

An effective marketing campaign proposal should serve as a tool to attract and persuade potential clients to entrust your company to deal with their campaign activities. This marketing campaign proposal template can make your proposed campaign perfect.

This easy-to-edit document template covers all the necessary details relevant to the campaign proposal. It gives you an overview of all your proposed campaign statements.

Moreover, it enables you to conduct a market competitive analysis, determine campaign goals, and create buyer personas for clients. That makes your work more efficient.

Corporate Brand Book Design

A brand book, also called a brand guide, is a complete guide that covers all the brand’s details and illustrates the brand’s identity. Generally speaking, the brand book is designed to help the audience know what your brand is.

Start to design your corporate brand book by inserting your brand logo, and then go all the way through design elements like brand introduction, logo, brand colors, brand typography, and more. An effective brand book will help build a positive relationship with your target audience, thus increasing your brand reputation and customer retention.

It should be noted that a brand book is not always a comprehensive one regardless of the name. Just put your mind to the way your brand is presented to the public.

Executive Summary Document

The most crucial details of a business document are outlined in an executive summary. These summaries can be used by business experts to explain prospects, project proposals, goals, or objectives.


You can acquire the abilities to condense complex and important information into a brief, understandable document by using Tracup Executive Summary Document Template and looking at some sample documents. The most crucial information in the document is also presented to readers in an executive summary, which functions as a condensed version of the full business plan.


Lenders, investors, and senior-level management executives, who often examine company plans, might not have the time to read the full thing. They can quickly examine numerous proposals at once and extract the key ideas from Tracup business plan's executive summary.

Planning A Successful Event

Do you require event templates? If you answered yes, you've come to the correct spot. We'll show you some of the greatest free event templates developed expressly to help you organize events that you can find online and use to plan your next event in this post.

Planning an event may be intimidating, especially if you have little experience. There are several factors to consider, ranging from venue selection to catering alternatives. Fortunately, there are several free resources available to assist you in getting started.

Relevant Policy Summary

A Relevant Policy Summary is one of the most important documents in an organization because it helps to set the direction and purpose of the company. It also gives employees a clear understanding of why they should work hard and follow through on their goals.

In order to create a successful Relevant Policy Summary, you must first understand the current problems within the organization. Then, you must identify the reasons behind these problems and determine if there are any solutions to them. Finally, you must write down the solution and implement it as soon as possible.

To help you write a great Relevant Policy Summary, we have created this step-by-step guide. We will show you how to create a Relevant Policy Summary from scratch so that you can easily apply it to your own business.

Accounting Standard Operation

Accounting Standard Operation is the essential direction to make sure that statutory compliance procedures are implemented, that the customer experience is consistent and that Employee Training Time is Minimized.

Profitability, Growth and Improved Public Perception of the Business Follow From This. Learn how to Implement SOP Accounting and Finance Procedures in Your Organization. Learn how to make certain That Statutory Compliance Procedures Are Put Into Place.

The template is in a document format that offers you a general accounting SOP for your organization. The template's main page tackles the company information and accountancy and finance processes. We offer you some financial and accounting processes. You have to identify what applies to you.

Project Design Matrix

How would you describe a project design matrix? What does it mean? How can I use it?

A project design matrix is a tool that helps you visualize the relationships between your project goals, activities, and resources. In other words, it shows you where each piece of the puzzle fits into the bigger picture.

A project design matrix is useful because it helps you see the big picture of your project. The matrix helps you identify the key elements of your project, such as its objectives, activities, and resources, and their interrelationships.

Detailed Expense Report

Systematically revealing the financial status, operating results, and cash flow of an enterprise in a certain period of time is beneficial for managers to understand the completion of each task index of the unit, and to evaluate managers' operating performance, so as to find problems in time, adjust the operating direction, formulate measures to improve the level of operation and management, increase economic benefits, and provide a basis for economic forecasting and decision-making.

The financial statement information helps the enterprise leaders and managers to analyze and check whether the business activities of the enterprise conform to the regulations of the system.

Examine the completion degree of the planned indicators such as capital, cost, and benefit of the enterprise; Analyze and evaluate the achievements and shortcomings in management, and take measures to improve economic benefits.

Printable Events Run Sheet

A work breakdown schedule, also known as an event planning template, or a critical path, is used to list all the tasks and participants in a project. The project manager often develops the event planning template before the project even gets started. It helps to demonstrate how a project will be finished in the end.


This event plan template has sections involving setup details, invitation list, and vendor list. Determine who is in charge of the task, the necessary steps, and the due dates. This comprehensive template can help you plan an event and give you a list of things to do while it's happening.


Events Planning Template provided in Tracup free template center helps you effectively plan a product launch, conference, wedding, or other milestone events. It has reduced unnecessary time notably for managers in leading companies.

Company Processes Document

Process documentation is a detailed explanation of how to carry out a process from beginning to end. Policies, checklists, tutorials, forms, screenshots, and other materials that outline how a process should be carried out can all be used to document processes.


Maintaining consistency in your documentation's style, structure, and level of detail is crucial. For each workflow they document, the majority of businesses utilize Tracup Company Processes Document template for process documentation.


This template provides a step by step instructions on how to create a company processes documentation file on Tracup project management platform. It offers various sections and clear descriptions to establish a user-friendly online tool for all.

Kanban Project Management Tool

Kanban tools assist teams in resolving bottlenecks by assigning the appropriate time, talent, and resources to move projects forward. They also assist individuals in tracking activities and milestones toward project completion; many teams plan and measure project execution through online Kanban tools that everyone can use from anywhere.

The Kanban method arose from the flow of actual cards along the Toyota production line. As a vehicle progressed through manufacturing, its representative card was passed from worker to worker, signifying the start of each subsequent duty. This enabled managers to visualize production bottlenecks and optimize workflow by re-assigning staff to keep vehicles flowing smoothly down the line.

Many of the more elaborate project management software applications integrate the Kanban approach inside a broader, more complex system since it is such a great way to see work. If you're looking for a Kanban solution, you may start by browsing the top suppliers listed below, or you can use our Project Management Product Selection Tool to obtain a free list of the best project management software for your needs.

With the Kanban approach, you should only have a reasonable amount of tasks in progress at any given time. What is doable for your organization may vary depending on your staff, but this will save you from trying to handle too much at once. Because multitasking is not as efficient as many people assume, the Kanban technique attempts to avoid it. When one task is completed, you can go on to the next.

HR Playbook Example

What does human resource management mean to you?

If you want your company to prosper, you must invest in competent workers. Create a clear job description to guarantee that you recruit the correct individual. This can help you determine the abilities needed for each position and attract the best individuals.

The practice of ensuring a productive and successful workforce is known as human resource management. This process's purpose is to retain high-quality personnel and inspire them to accomplish their best job.

Begin by introducing yourself and your organization. After that, go beyond your organization's mission, values, perks, and policies to include things like:

- What does success look like for this organization?
- What is your cultural background?
- Who is on the team? (Include photographs and intriguing facts about each teammate.)

Even though writing the playbook takes some time, you'll have a fantastic ongoing resource once it's completed. It's useful to have resources on hand in case an employee runs into problems later on.

Disjointed onboarding may be harmful to your organization because it puts you at risk of forgetting key documentation or failing to provide new workers with the training and assistance they require to thrive in their roles.

By adopting a systematic onboarding process prior to each worker's first day, it is feasible to ensure that new recruits remain engaged after accepting an offer letter and begin contributing to the firm as soon as they join the team. It also increases team cohesion, which results in time and money savings as well as compliance.

Essential takeaways:

- make sure new recruits are ready for their first day on the job;
- provide an engaging and interactive experience;
- go through critical rules and procedures;
- obtain important compliance acknowledgements;
- use onboarding to establish corporate culture

Short-term And Long-term Career Goals Examples

What are some examples of short and long-term professional goals?
How can I write my own unique career absolute statement?

The work market is continuously evolving, and businesses are seeking applicants with certain abilities and expertise. If you want to advance in your profession, you must devise a strategy for where you want to go and how you want to get there.

Short-term professional goals may include beginning a new job right after graduation or participating in a summer internship. They also involve looking for short-term work during school holidays or between semesters. Long-term professional ambitions, on the other hand, may include settling on a major or changing jobs entirely. While both sorts of job objectives appear comparable at first look, their practicality differs dramatically.

In fact, since they necessitate swift judgments, short-term goals can quickly become overwhelming. Follow these three steps to guarantee that you pick the proper goals. First, make a list of your top priorities. Then, for each aim, brainstorm solutions. Finally, choose a solution that is appropriate for both your present position and your future goals.

A career goal statement assists you in defining your professional goals and gives direction for your future. It also acts as a roadmap for accomplishing your professional goals.

Reconnecting With Old Clients Email Subject Line

It's challenging to keep track of all the business contacts that old clients develop following COVID-19, much alone maintain contact with them. So how does one rekindle a stale relationship?

One of the most typical approach is to send a reconnecting with old clients email. The subject line of an email not only determines whether or not the email will be opened by the receiver, but it also serves as the foundation for the body of the email. And the process of generating subject lines for reconnection emails becomes considerably more difficult.

When reconnecting with old clients, it might be uncomfortable to extend a hand of touch after such a long period has passed. A few pointers are usually useful to have on hand to make the process less stressful for both sides. Make an appropriate reconnection - First and foremost, you must remember the scope of your relationship in the first place. If you just met the individual in question briefly. It is critical that you describe where you met them as well as any information that may assist spark their recollection.

You could choose to provide a friendlier greeting if the two of you had previously had a closer relationship. Try to hold off on asking them for any favors or assistance right away. They can be put off by the fact that you've only thought of them when you've needed something from them.

Avoid speaking in a stern manner in the letter. Instead, provide the reader a way out to reduce embarrassment in the event that the assistance you seek is beyond their capacity at the moment. Avoid making the same mistakes twice - If the individual replies, make sure to stay in touch with them this time to express your gratitude for their help.

Subject lines for getting in touch with past customers Emails influence the mail's tone and persuade the reader to interact with it. They must come out as hospitable and upbeat. They should be pertinent, pique the recipient's attention, and arouse their curiosity.

The Perfect Subject Lines for Re-engaging Past Customers Emails resemble:

1. Enrolling
One of the reconnecting email subject lines with a high response rate is this one. When reestablishing contact with a senior, avoid utilizing this specific topic line. For coworkers or subordinates, nevertheless, this would be the best course of action. This subject line not only makes it evident that the email is from an old connection, but it also introduces the mail's content.

2. How Are Things?
Another subject line for reconnecting emails with a high response rate is this one. It is one of the most adaptable subject lines for reconnecting emails since it is clear, brief, to the point, and welcoming.

3. Flashback to the Past
This is one of the most relaxed and cordial subject lines for reconnecting emails. It would be ideal if you wanted to reestablish contact with a former coworker or college pal.

4. It has been some time
This is one of the reconnecting email subject lines that addresses the unpleasant topic right away and eliminates any embarrassment. As the subject line of a reconnection email, it is undoubtedly a versatile and effective option.

5. I hope all is okay with you.
One of the most popular subject lines for reconnecting emails is this one. It has a kind, welcoming tone and is a wonderful choice regardless of your relationship with the receiver.

6. Good day.
This subject line compels the reader to interact with the email, making it one of the most straightforward but successful subject lines for reconnection emails.

7. "Your Name" requesting a meeting from "Company's Name"
This is an illustration of a straightforward, official subject line for reconnection emails. If you're solely seeking for a meeting with a strictly professional connection, this subject line might be appropriate to utilize.

Best CRM Tools For Startups

CRM for startups is software that caters to the specific demands of businesses in their early phases of development. Those specific requirements can be generalized. Startups often do better when using CRM software that:

• Emphasizes usability through easy user interfaces and workflows, allowing personnel to get up to speed with minimum training or interruption.
• Is extremely scalable, capable of serving a dozen or a thousand consumers.
• Is adaptable (through modifications, modules, or add-ons) enough to pivot when the startup pivots and to accommodate changes in business strategy and policy (rather than hinder them)

Rich templates suitable for different scenarios and whether it is really free are very important for startups with tight budget. There are several alternatives available when it comes to picking the finest customer relationship management (CRM) software for startups. CRM systems, on the other hand, might differ based on the demands of the firm. Marketing automation, lead management, communication, and sales automation processes are among the most critical duties that a startup must handle, necessitating the selection of the best CRM software and project management tools.

You may test, enhance, and forecast your income by visualizing your sales process with Tracup CRM templates. You may improve your sales approach by visualizing your leads. While using the template to manage your sales leads, you may experiment with different techniques and tools to better qualify your leads and enhance each stage of the process.

Project Budget Management

This Project Budget Template is designed to keep your projects in budget and well documented. Be sure to share this template with all managers and staff members for the project so they have a clear understanding of what was spent for the project and what remains.

This project budget template is designed to help you stay on track and ensure that you don't overspend. Use this template to document all costs associated with the project.

This template can provide project financial management and project cost accounting and other functions. It can easily realize project budget, cost accounting, revenue recognition and profit analysis, and realize project fine management from the financial perspective.

Project Communication Plan

A communication plan is one of the most crucial elements of project management. You can use this document to equally distribute information to all of your stakeholders. You can let them know when, why, and how communication will happen through the plan.


One of the most efficient ways to handle issues and risks is through communication. It's a great way to guarantee that every task is finished entirely and on time. As a successful communication plan template, Tracup makes sure every stakeholder can be identified.


The information to communicate and the method of communication are also included in this template. Besides, it also contains high-Level Marketing Tactics, and Strategy Planning to make every employee communicate easily.

Daily Self-Examination

Reflective notes aim to record your life, recording what you have seen, heard and thought in miniature for your future review. Just like we inadvertently flip through the mobile phone album, accidentally see a certain year a certain scene of the photo, suddenly will remind you of a lot of memories.

Reflective notes can promote the development of self-discipline. The key to life is persistence. You keep recording reflective logs every day no matter how busy or tired you are. As time goes by, you will develop self-discipline in writing.

If daily summary and record can not only deepen the impression, but also accumulate the thinking process and solutions at that time, which can be used as reference next time.

Weekly Review and Reflection

It is very instructive to conduct the review and reflection every week. It’s a chance to stay focused and direct your life. The printable weekly review and reflection template is designed to help you stay dedicated to your goals and push your project forward.

This easy-to-edit template allows you to clear up your physical space, virtual space and mental space, think about what you’ve done this week, and reflect on what you’ve accomplished and what needs to be improved. That assists you in better working out plans for the week ahead.

In addition, it should be noted that this template can be used repeatedly. Now, use it to push your project forward step by step.

Daily Gratitude Journal

No matter how defeating and frustrating life might be sometimes, there is always something or somebody to feel grateful for. A daily gratitude journal will bring lots of impressive benefits to you, including better sleep, more happiness, and fewer symptoms of illness.

This free printable daily gratitude journal template is a great tool to help you focus on the positive stuff. Start your day right with morning gratitude, and take some time to reflect on these blessings before you go to sleep. It’s a good idea.

Moreover, it enables you to track what you’ve learned from challenges and know whom you should be thankful for. Remember to express your gratitude to them in the real world.

Campaign Analysis Report

A well-made campaign analysis report displays the performance results of all your current campaigns. Using this ready-to-use campaign analysis report document template to save more time in writing a campaign report.

This readymade template enables you to have a clear view of all your campaigns’ performance per channel. You can stay on top of the effectiveness of campaigns and ads.

With its help, you will have a better understanding of the campaign’s performance and adopt reasonable strategies to increase ROI effectively. Use this template to make a brief summary of the performance of your marketing or other campaigns.

College School Schedule

College students often don't realize they should start preparing their schedules early. If you want to get ahead of everyone else, check out this printable college schedule template. It'll save you time and energy, and it even comes with helpful reminders.


You've probably heard of a schedule template before, but did you know they can be used for anything? In this template, we'll show you how to create a college schedule template that you can use for school or work.


A College Schedule template helps you organize your day efficiently. For example, you can use it to plan out your classes, meetings, and other activities.

Job Family Matrix

You may compare duties and education, abilities, knowledge, and experience within a Job Family using this template. Using a Job Family Matrix, hiring managers may compare several Job Types within a certain Job Family.


This tool is helpful when you want to differentiate between each Job Type in terms of the tasks and obligations, pay grade, necessary abilities, and other key considerations when choosing or promoting team members within an organization.


Utilize Tracup's Job Family Matrix Doc template to arrange data on the many tasks that make up a job family.

Digital Product Launch List

In order to launch a digital product smoothly and successfully, you need to know how to check the completeness of relevant procedures and assets. This printable digital product launch list is a tool designed for the marketing team to launch a digital product.

Whether you’re planning to launch an e-book, a video series, or any other digital product, this template is a worthwhile choice to help make it. How do you use it to launch a successful one?

The easy-to-use template helps prepare your digital product from design and packaging to selling before the launch date. You can design a detailed checklist according to your launch strategy. This template will save you time by providing a complete guideline.

Video Creation Invoice

How much should I charge for my video creation services? This question repeatedly comes up, especially from new clients who want to get started.

You might be wondering why you would even charge for your services. After all, you’re offering something accessible to your audience. Well, there are several reasons why you might choose to charge for your services.

There are two main categories of services offered by video production companies. The first category is post-production services, such as editing or color correction. These services are usually provided at no cost to the client. The second category is pre-production services, such as script writing, storyboarding, or voiceover recording. These services are typically charged per hour.

SMART Action Plan

The SMART Action Plan Doc template may help you correctly describe the goals you must achieve if you wish to manage your goal-setting processes.

The information in these banners will tell you more about this template. As you enter the data, remove them. What measurements would you employ to evaluate the goal's success or failure?

What project milestones must you hit to move closer to the intended objective if this goal is tied to a project? By using this template we will help you to better achieve your plans and goals and solve your problems.

Monthly Project Status Report

The progress of a project during a given time period is described in a document called a project status report, which compares it to the project plan. State reports are used by project managers to update stakeholders on the status of the project and to track costs, risks, workload, and time.


Project managers and stakeholders can view project data using charts and graphs in project status reports. A project status report's genuine significance extends beyond its function as a channel of communication. It also offers a written account of the project's past.


Tracup Monthly Project Status Report provides you with historical information so you can design a project in the future without making the same mistakes or running into the same problems. Try our automatic project reports template to make project reporting easier.

Email Marketing Reporting

What should the email marketing report include? How to create one? It might be time-consuming to design a report for your email marketing campaigns from scratch. This email marketing reporting template is highly recommended for you to save time.

The customizable template provides some examples to guide you with your report content. Start by determining the goals and objectives of your email marketing. The template enables you to have a clear view of the milestones of email campaigns, so you won’t miss one.

Moreover, it helps you report email marketing performance based on the KPIs or metrics and track the subscriber list growth. Create your email marketing report with this free printable document template.

Non-Profit Yearly Report

Introduce the background information of the company's industry and internal governance mechanism. Not only the financial analysis of the company but also the company's industry and internal governance structure have an understanding.

Disclose the operating results and financial position of the company. As an important part of the annual report, the financial report provides detailed quantitative information on the enterprise's operating results and financial position.

Your nonprofit's annual report is undoubtedly one of its most visible pieces of material, making it the ideal place to recognize the contributions of individuals and other groups who have assisted you in reaching your objectives.

Daily Construction Report

As a general rule, you should send out your daily construction report at least once per week. This gives your customers a chance to see your progress and get updates on their projects.


If they don’t receive a report from you, they might assume something went wrong or that you aren’t working on their project.


Using our free construction daily report template is the most effective approach to ensure that you keep track of all your construction-related activities. It includes all the necessary fields and signature sections for the project owner and the construction company or contractor to confirm that everyone is in agreement.

Email Advertisement Marketing

Are you looking for ways to increase sales through email marketing? If yes, then you should definitely check out these top tips.

Email marketing has become a vital part of every company’s marketing strategy. In fact, according to Business2Community, almost 80% of businesses rely heavily on email marketing to generate leads and boost sales.

Email advertising is a great way to reach customers and prospects at their preferred time. This type of marketing also allows you to target specific audiences, giving you a better chance of converting them into paying customers.

Meeting Note Style

The main points raised, the decisions reached, and any action items from the meeting should all be noted in the minutes. In addition, meeting notes may need to be recorded and stored as legal documentation at board meetings or other formal gatherings.


Since people who might have missed a meeting can still read over the notes you took during the meeting, good meeting notes can simplify your project management process. Tracup's Meeting Note Style Template serves as a simple but powerful tool for quick and effective note-taking.


In Tracup, you can write and share this simplified document with every staff or meeting attendee. This straightforward meeting notes template makes it simple to share the topics that were covered. There are fields for the agenda topics, the attendee's list, and an action item section with the task owner and deadline.

Sales Contract Automation

Are you seeking for the best and most free sales contract automation templates for startups? If so, you've come to the correct spot. I'm going to discuss some of the greatest sales contract automation templates for startups in this article.

The process of drafting, negotiating, executing, and auditing a contract digitally and utilizing automated methods is known as sales contract automation. It enables both legal and commercial users to simplify contract-governed partner interactions by providing a single source of truth. Contract automation streamlines and accelerates formerly manual and time-consuming contractual processes.

Contracts affect all aspects of your organization, from human resources to sales, marketing, and procurement; everything is done against a legal backdrop. However, when contract inefficiencies arise, the impact can be felt throughout the entire organization, resulting in revenue leakages and financial penalties that result in a stopped route to income. That is why contract automation is so critical.

By allowing both legal teams and business users to apply automated processes to every stage of the contract lifecycle, sales contract automation software supports and encourages self-service behavior. Users may establish an end-to-end simplified contract lifecycle by using contract automation software to automate the process of writing, evaluating, and maintaining contracts digitally.

Businesses may automate the contract lifecycle, develop collaborative workflows, and automate contract process processes by deploying contract automation software. As a result, contract automation software is beneficial to both business users and legal teams. The automated processes reduce the need for manual intervention by allowing business users to self-serve and generate agreements against a set of pre-defined legal issues. A great win-win situation.

Contract automation software fosters and supports self-service behavior by allowing both legal teams and business users to apply automated workflows at every stage of the contract lifecycle. Contract automation software allows users to digitally automate the process of writing, evaluating, and maintaining contracts, resulting in an end-to-end simplified contract lifecycle.

Businesses may automate the contract lifecycle, create collaborative workflows, and automate contract process processes by deploying contract automation software. As a result, contract automation software is useful for both business users and legal teams. The automated processes reduce the need for manual intervention by allowing business users to self-serve and establish agreements in response to a series of pre-defined legal inquiries.

Digital Marketing Report Tool

How to write a digital marketing report? If you’re struggling with it, try this online digital marketing report tool. It makes your work easier by providing a complete guide.

The document template enables you to track the budgets and costs of your marketing campaign. What’s more, it gives you a clear view of how effective a specific campaign is by analyzing the website’s impressions, clicks, conversions, and other metrics.

A well-made digital marketing report serves as the key to improving marketing performance. Create your own one now and easily view the campaign’s performance across various digital channels.

Customer Problem Statement

In order to assist you come up with solutions for these issues for your clients, a customer problem statement highlights the issues and obstacles they are encountering. Understanding their experience enables you to better serve them, develop new goods and strategies to satisfy your customers, and identify possibilities to do so.


In this process, identifying your target audience is crucial. Describe your clients while taking into account their emotions, the financial and emotional effects of their present circumstance, and their opinions and sentiments towards your company, its goods, or its services.


Using the Tracup Customer Problem Statement document, you can quickly list the elements required in the document and concentrate on working together as a team to find a solution to your problems.

Monthly Expense Management

Systematically revealing the financial status, operating results, and cash flow of an enterprise in a certain period of time is beneficial for managers to understand the completion of each task index of the unit, and to evaluate managers' operating performance, so as to find problems in time, adjust the operating direction, formulate measures to improve the level of operation and management, increase economic benefits, and provide a basis for economic forecasting and decision-making.

The financial statement information helps the enterprise leaders and managers to analyze and check whether the business activities of the enterprise conform to the regulations of the system.

Examine the completion degree of the planned indicators such as capital, cost, and benefit of the enterprise; Analyze and evaluate the achievements and shortcomings in management, and take measures to improve economic benefits.

Design Specification Standard

How do you design a specification standard? What should you consider before creating one?

A specification standard is a document that describes the requirements of a product or service. The purpose of a specification standard is to ensure that the product meets the customer’s expectations. It also helps to reduce the risk of building a faulty product.

There are three main types of specifications standards: functional, performance, and technical. Functional specifications describe the features of a product or service, such as its size, shape, color, and material. Performance specifications include information about the quality of the product or service, such things as durability, reliability, and safety. Technical specifications provide details about the manufacturing processes involved in producing the product.

Balance Sheet Item

You have a lot going on right now. With so many things to do, it’s easy to forget about one thing—your finances. That’s why we created this free financial report. It helps you track your key performance indicators (KPIs) in just minutes each month.

We know that you have a lot going on, but we also know that you don't always have time to keep up with your finances. That's why we've made our financial reports as easy to read as they are to create.

In the production and operation process of an enterprise, the amount of assets, liabilities and owners' equity at a specific point in time is the result of business activities and other matters in a certain period of time.

Business Budget Report

Through budget analysis, not only can timely grasp the implementation of the budget, reflect the effect of budget management, but also can further reveal the shortcomings of the budget management, promote the management to adjust the level of budget management, and constantly improve the level of budget management.

It's a resource allocation tool that starts with pre-budget strategic thinking. When the enterprise has made clear its positioning and choice, the next step is to carry out the coordination of human, financial, and material in order to realize the strategy, which is the process of the integration, reorganization and optimization of enterprise resources.

This template is used to do control, control here refers to not only control costs, but also refers to the control of the business situation.

Logo Branding Guide

What's the difference between a logo and a brand identity? What should I consider before creating my own logo?

A logo is a visual representation of your company or organization. It’s usually the first thing people see when they visit your site or read about your company. Your logo design should reflect who you are and what you stand for.

Your logo should communicate your message clearly and effectively. It should also convey your brand personality. In addition, it should be memorable and easily recognized.

School Syllabus Management

A syllabus is a necessary teaching tool that outlines the fundamental components of a course, the topics covered for the semester, the schedule, the materials, the references, the grading scheme, and more.


This is a sample Syllabus Document template. It addresses every practical aspect as well as the topic's congruence with the course material. It's a crucial component of any educational setting and gives students a thorough overview of the goals and demands of the course.


Apply this School Syllabus Management template to create a direct view about the courses you take and their important resources.

Meeting Minutes Notes

Meeting minutes are the records of what was discussed during a meeting! It contains the group's decisions and requests for actions, unlike a meeting agenda. Despite the team, they do not have a minute-by-minute account but rather the important information that the team will require.


The Meeting Minutes Template from Tracup comes with straightforward, pre-built pages for grouping teams, individual meeting notes, and guidelines for making the most of this template.
It contains straightforward, pre-built pages for grouping teams, notes from individual meetings, and guidelines for making the most of this template.


Utilizing the ideal time-saving Tracup Meeting Minutes Template is the secret to writing excellent, efficient meeting minutes. This printable document has been the perfect notetaking tool for multiple companies and departments.

Home Inspection Report

Home inspectors utilize a checklist as a tool to evaluate a property's physical condition. Any current or anticipated structural problems and damages are noted. Property owners and house buyers might find areas that require urgent repairs by conducting home inspections.


When performing a visual assessment of the entire property, you can utilize this house inspection template. Finish the inspection by adding your thoughts and additional notes about the property, then digitally sign the document.


You may start using Tracup Home Inspection Template right away by downloading our free digital home inspection checklists. Mobile devices can be used to access and use every checklist. Use this home inspection report to assess properties, note any important system problems that need fixing, and describe the present state of the property.

Client Call Log

Calling is an essential part of your daily routine, but you could be utilizing sloppy handwritten notes instead of a call log template to separate out important details. Because there is no structure, you lose time that could be used constructively.


With the help of this straightforward Client Call Log template, make sure your staff correctly documents all client-specific information. The template has fields for the date, the beginning and conclusion of the client conversation, the customer's name, their contact information, any actions that need to be taken, and extra remarks. You may keep this template as a default for all client calls or download it for use in tracking individual customer call logs.


Click use template to apply this useful template to your work space, and start to manage all important phone calls!

CMA in Real Estate

CMA, or comparative market analysis, represents an effective method used by real estate agents to help both sellers and buyers understand a property’s market value. Then how to use it? If you’re scratching your head over it, the readymade CMA in real estate document template may be a good choice.

Start by having an overview of the current market situation in the area. You can define the scope of your market analysis. Moreover, this easy-to-edit template enables you to view different properties’ details and their sale details.

Based on the sale details of houses with comparable properties in the same area, it is easier to determine a house’s fair value. Use it now to save time.

Final Project Report

Final Project Report is a report that gives an overview of how the project performed and progressed, either during that phase or the entire project. Like everything else in project management, it could be a brief assignment or a sizable, in-depth document.


If you're delivering a feature using agile document, for instance, it could be as simple as a few lines in your project measurement plan or the results of a retrospective. The final report puts it in a nice sort of nice package for the end of project report. Tracup Final Project Report includes a handover document to all involved staff or audience.


Tracup's template of Final Project Report provides an assessment tool to identify process improvements for best project management, which helps various companies in project track, evaluation and final report.

Contractor Invoice Collection

A contractor invoice is a document that details the services provided by a contractor or subcontractor. The invoice should include information such as the date of service, the name of the person providing the service, the type of service provided, the amount charged for the service, and the total cost of the project.


Contractors often provide invoices to their clients at the end of each month. This allows them to track their expenses and ensure they are being paid properly.


Use our premade Contractor Invoice Collection template to quickly build your contractor invoice. This professional invoice template is for your professional experience!

Communication Campaign Plan

It might be challenging and overwhelming to keep information communications steady. That’s the reason why this communication campaign plan template is created.

The step-by-step template gives you an overview of your campaign. It provides relevant project information to employees and stakeholders, which is helpful to gain more support. In addition, it helps determine the communication strategies required during each phase.

With its assistance, you will be able to deliver the right content to the right people. Make your staff and stakeholders well-prepared for any changes through a well-made communication campaign plan.

Financial Analysis Statement

A financial analysis report is an essential tool for investors who want to know more about a company. In this article, we'll show you how to create one.

Are you looking for a way to analyze the strengths and weaknesses of your competitors? Then, check out our free online tool!

The competitive advantages and drawbacks of a firm are assessed in a financial analysis report. Investors should utilize it to better understand a company's operations, what makes it distinctive and competitive, and whether or not they should purchase its shares.

Project Management Retrospect

Are you sick of always feeling like your projects are behind schedule and over budget? Do you feel like you’re never able to get everything done in a timely manner? If so, read on for some tips that can help you become a better project manager.

Projects can be challenging and daunting, but with the right planning and management, you can overcome any obstacle. Here are 10 Tips for Project Management from experts.

Following these tips will help you manage your time and resources more effectively. Learn how to set goals and timelines, delegate tasks, create a work plan, track progress, and more. By adopting these best practices, you'll be on your way to becoming a better project manager. Review the basics of project management, including setting goals, planning, and managing resources. Take your PM skills to the next level with this comprehensive guide!

Project Charter Document

A project is authorized from the beginning to the end by a document called a project charter. It establishes the project's parameters, goals, and participants. It includes the project's objectives and completion dates.

For instance, you don't have to give the airline company a seating plan or a list of names when you first charter a plane. However, you must be aware of your passenger count, travel expenses, and final destination. Your project's charter is comparable to that of this one.

Tracup Project Charter Document template serves as a formal notification that a fresh, accepted project is about to start. The project manager's appointment, who is in charge of the project overall, is also outlined in this project charter.

Project Log Template

Be prepared! Keep track of your project tasks, easily add, edit, and update new project entries, and work more efficiently. The Project Log Doc Template offers a user-friendly, streamlined document that can be used for any construction project.

A project log is a document that contains all the details and an update on the status of a project, and the executive or manager can easily understand it with a quick glance. Every project requires more than one person and, occasionally, more than one department to complete it, making it challenging to keep track of who is doing what and how much of his assignment has been completed.

You can easily keep track of all the participants, resources, and tools by using Tracup Project Log Template. You can fill out the information on this log as you work on the project. You can supervise or manage a project more effectively by using a project log, and the good news is that you don't have to put in more work.

Simple Payment Agreement

A payment agreement defines the terms of a loan between a debtor and a creditor. If you're lending money, use this Tracup Simple Payment Agreement template to create professional payment agreements that you can fill out and personalize.

This template is used in many scenarios, whether you are a professional or a freelancer working independently, you need an assistant to help you process your payments.

Of course, you can customize a lot of things in this form, including invoices, and reimbursement, or you can customize memos to deal with some emergencies. I personally recommend you use this form more in your life, you will find that you can't live without it.

Communications Matrix Document ​

What should a communication matrix include? How to make the most use of a communication matrix for your projects? To put it simply, a communication matrix is just an untroublesome method to keep all the important players in the loop.

Our communications matrix document template here includes all the crucial elements such as purpose, medium, frequency, audience, and outcome. Everyone is connected and aware of what is happening when the project’s elements are listed in one place — a matrix document.

That is how this free online tool keeps team members from various departments in your organization well-informed. Use it now to improve internal communications and efficiently use organizational resources.

Policies and Procedures for Staff

This template offers details and documentation proving the employee's advances in this part. The improvements achieved by the employee should be addressed and evaluated in this section after the employee completes the set of corrective initiatives.

A Policies and Procedures for Staff explains the goals, rules, and expectations of your business. This outlines the obligations and privileges that employees have while working for the company and is given to them by their employers.

Get a full understanding of your rights and duties as an employee with this comprehensive guide. Accomplish your company's mission with this employee handbook guide!

Experiment Plan and Results

You need a procedure for gathering the ideas that your team is eager to test out in order to better understand your clients and grow your company. This incredibly helpful template was made by Optimizely, the top experimentation platform, so that your team may submit experiment ideas (with all of the relevant details).

By using this template, you may establish a single source of truth for your experiments and keep track of the results from prior tests, which you can use to inform learning and guide future experiments. During the project development phase, there will be times when you'll need to test your hypotheses or the effectiveness of your products.

When one is working on or managing a Software as a Service (SaaS) project, this duty is very important. Make sure you have a trustworthy template to utilize to effectively record outcomes when you are in this phase because an experiment that is well-planned and well-documented is already half the battle won. To achieve it, use this Tracup Doc template.

Student Project Planning

You may successfully handle your tasks and set up an effective educational method with the help of this practical student project planning template.

You can also keep track of the deadline, list the supplies and equipment needed for the assignment, write a detailed description of the project's work, and so on.

The project's goal is to determine a product's marketability. As a result, the project must produce a marketing report containing market data, ratings, and shares. We hope you will find it easier to deal with student affairs by using this form.

Committee Report Document

A committee report is a document used by the board of directors to create company strategies for both immediate and long-term expansion. The free committee report document template is specifically designed to help identify the important areas that require more information and set management expectations.

This sample document is essential to preserve historical data, record the goals and achievements, and even help with any potential difficulties. With its assistance, the committees will be able to align themselves with their goals.

This customizable template may serve as a communication tool to lay out the topics for discussion, achieve the goals of your committees, and communicate the main ideas. Start your journey to success now.

Letter of Contract Termination

Do you require a client cancellation letter in order to stop providing services? Stop fretting! With the aid of this template, ending your services will be simple.

The termination of contractual rights and obligations makes the contractual relationship no longer exist, and the guarantee and other rights and obligations of the contract also disappear.

After the termination of the rights and obligations under the contract, the parties shall abide by the principle of good faith and perform such obligations as notification, assistance, and confidentiality in accordance with their trading practices.

Equity Research Report

An analyst's report on equity analysis recommends to investors whether they should buy, hold, or sell shares of a publicly traded firm. It also gives a general description of the company, the sector in which it competes, the management group, its financial results, risks, and the target price.

Before beginning a comprehensive financial modeling assignment, analysts must acquire a number of important documents, including equity research reports. It is crucial for managers to prepare a completed enquity research report on time.

Advice on whether investors should buy, hold, or sell shares of a publicly traded company is typically provided in a report called an equity research report that is produced by an equity research analyst. In Tracup's equity research report, an analyst discusses their recommendation, target price, investment thesis, value, and risks.

Company Introduction Email

Email is a great method in the business circle to introduce yourself and your company without giving off the intrusive vibe that cold calling sometimes does. Our free company introduction email template helps reduce your writing time to do more of other important things.

In order to accomplish your goals in email for an introduction to cold leads, new customers, potential partners, and other new contacts, this customizable template is easily adaptable to a range of settings. Then this introduction email is definitely a good choice.

You may use this template as a source of inspiration for writing your introduction emails. Let’s move on to the main topic and start to use it now.

Knowledge Base for HR

By leveraging this knowledge base, your employees won't have any trouble obtaining the information they need, and your HR team will spend less time and effort responding to employee questions.

Knowledge Base of Humans Conducting a position analysis can help us better understand the duties performed by each position inside the firm, which is the first step in better managing human resources.

Your employees will have no trouble finding the information they require using this knowledge base, and your HR staff will spend less time and effort responding to employee inquiries.

Event Communication Plan

Even if they are extremely unfavorable and frustrating, incidents are an inevitable part of your existence as a service provider.

In order to make sure that those who might be impacted by a service outage realize that you are accepting responsibility for the problem, it is always a good idea to include a communication plan. You can plan out your incident communication using our Doc.

Pay attention to the important role of communication and raise our communication awareness and skills to a strategic level, so that we can make faster progress and enterprises can develop more smoothly and efficiently.

Business Trip Itinerary Design

You might have found it very time-consuming and sometimes tiresome to create or manage business trip itineraries. Our business trip itinerary design template is highly recommended for you if you don’t want the anguish.

This sample template is designed to help you track any business travel details, including departure and return information, car rental, and hotel check-in. It can be easily adjusted to suit your needs.

Use this simple template now to make a fantastic plan for your next business travel. It keeps all pertinent information at hand and helps streamline your planning procedures.

Product Fact Sheet

It can be difficult to provide all the important details about your company or product in a short document. This Fact Sheet template streamlines the procedure by giving you a base to extract pertinent information and gracefully arrange it on a page.

The firm fact sheet is a one-page summary of the most important information about your business, startup, or organization. You can communicate important details about your organization or product using business fact sheets.

By providing information on the details, facts, and characteristics of your product, the Fact Sheets can assist the user. It is possible to employ visual aids to make it simpler for readers to understand the specifics of the product.

Employee Injury Report

Filling out an employee injury report form should be one of the first actions taken after contacting any necessary medical or emergency professionals in the event that someone is hurt at work. It must be finished by the deadline. Businesses who don't want to incur costly fines or worse must include this in any workplace event response procedure.

It's critical to establish a methodical investigation process during writing an injury report. You must be ready to document every significant part of the situation. Before you begin the process of reporting the occurrence, you must have all the information. You should gather facts as you conduct your investigation.

It may be possible to find workplace safety improvements by keeping track of injuries. This document template offers a methodical approach to reporting worker injuries by including fields for the necessary information.

Employee Manual Sample

This employee handbook is different from most others. This template provides extensive blank text material in addition to suggestions on how to add some personality.

In this box, express your expectations for termination and off-boarding. After reading this portion of the manual, your staff members should understand the off-boarding process.

You can offer your company's policies and information in this employee handbook.
This document may be edited, added to, or deleted at any time.

Your new hires will be nodding off even before they scroll past the first page. Make it fun, include pictures, and use emojis to keep their interest up until the very last page.

HR Handbook Sample

The establishment of the company's fundamental principles and a clear explanation of them to all employees are guided by an HR handbook Sample.

Human Resource Planning In order to better manage human resources, we must first have a full understanding of the work activities of each position within the organization, so we should conduct a position analysis.

Job analysis refers to the process of knowing a job in an organization and describing the information related to the job in a format so that others can know about the job.

Evaluation Report Sample

Utilizing this Evaluation Report Sample Doc, start your employee evaluation off properly by keeping it uniform, succinct, and objective.

You can find information on these banners to assist you in completing the template. Once you have provided all the necessary information, remove them.

After using the talent evaluation report, the enterprise can fully understand the employees' abilities and personalities, so as to arrange for employees to shine and heat up in the appropriate positions, so as to give full play to their talents.

Staff One on One

Managers should always maintain strong relations with employees since they can foster employees' sense of belonging, increase employees' loyalty, create a positive work environment, and increase productivity.

Employee relationship management is an "invisible service" that focuses on "fairness and trust" and involves "communication, conflict resolution, career development consultants, etc."

Create and preserve a positive working environment between managers and employees. This template outlines the responsibilities, goals, and ideal ways to carry out the feedback cycle.

Simpler After-Action Report

An After-Action Report is a document that highlights the objectives, frameworks, instructions, and other aspects required to prepare for an incident, exercise, or event, as well as indicates opportunities for improvement.

This guide will assist you in conducting a thorough examination of each of your fundamental competencies so that you can align your exercise objectives.

The objectives and performance ratings for each capacity are presented in order to highlight the primary scenarios witnessed during the exercise. Your evaluation team is normally in charge of creating this.

Business Plan Outline

A business plan refers to a written one that outlines a company’s goals and objectives. It’s essential to have a sound plan to inform your decisions while beginning a new business or making changes to an existing one.

Here is our business plan outline template to help get you started. The template is divided into various sections to provide you with a detailed roadmap while you create your plan.

It helps you work out strategies for your company’s sales, marketing, and operations. Explore this amazing template now to find what suits your requirements.

Field Project Report

A field report is a documentation of observations and analysis of particular project, behaviors, processes, and more. It is based on theories and researchers’ analysis, which are used to identify solutions for a specific project or case study.

The factual information of a project case is the main subject of a field report. It ought to go over the settings and contributing elements that can clarify how theory works in practical situations.
Tracup's field report template is a list of observations and research on specific occasions, deeds, methods, and other things.

With the help of this field report template, users can describe in detail the people, locations, and/or events they have observed while also evaluating the observational data to identify and classify recurring themes that are connected to the study's underlying research question.

Writing Guidelines and Help

Establishing a strong brand identity requires a thorough comprehension of your writing tone. This strengthens your company's reputation and enables you to interact with customers in a way that is consistent with your brand.

It can be not easy to standardize writing because most content-creating teams are made up of people with various personalities and writing abilities.

This is where a template for Writing Guidelines can be useful. Use this template to discuss how your writing style represents your brand identity. In here, set up your voice and tones, check grammar and mechanics; and write an outstanding paper work!

Football Scouting Report

A player's statistics are compared to those of other players at their position over a specified period of time in scouting reports. Based on how each statistic stacks up against other players, it is given a percentile ranking.

A scouting report is given to every player who has accrued a certain amount of playing time in a competition using Opta data.This simple document template for a football scouting report will assist you in summarizing your players' playing styles by asking you to identify their advantages, disadvantages, preferences, and blind spots that best describe "who they are" on the field.

As a manager or coach, you can complete it, give it to your team, and obtain feedback on what is missing, unclear, and what your players seem to think is most important. This will help you make improvements to and have an impact on your players' play-by-play.

Freelance Invoice Document

An invoice from a freelancer is a form used to demand payment for services rendered. It communicates and explains the total amount due. Any freelance service provider, including writers, photographers, web developers, accountants, musicians, and those in related professions, easily gets paid faster with the special invoice created for freelancers.

A regular invoice would not be appropriate to bill your clients for the freelance jobs because a freelance business is distinct from contracts for extensive corporate operations. Tracup Freelance Invoice Template includes all crucial components you need,

Tracup's customizable freelance invoice template makes you bill your clients more easier and keep track of them in one simple document. This contemporary invoice template can aid in hastening the payment process and can be downloaded in your preferred format.

Vendor Retro Document

Anyone who wishes to perform a retroactive/case study on a vendor they had associated with should utilize the vendor retro template. The template links the SOW, deliverables, and overall partnership satisfaction.

To keep strong client relationships, outstanding records, and a vibrant community, keep track of this vendor documentation. This template's results can be used to - Bargain for better terms if a renewal is being considered - Demonstrate to potential partners how - Maintain a record of vendor work.

This template is dedicated to the management of vendor documentation, proven to streamline and accelerate vendor documentation requirement (VDR) approval. Providing an easy-to-use interface for equipment vendors to upload expected documents, Tracup Vendor Retro Document is known and instantly retrievable, including via a mobile device.

Weekly Status Report

You may update stakeholders on your weekly progress with the help of this weekly status report template. This free, editable template is available for IT specialists, HR divisions, Agile teams, and more. Looking for a quick and easy way to distribute updates each week?


The most frequent application of status reports is for project-oriented teams and departments, mainly when the project's timetable is longer than a month and includes a lot of milestones and tasks that need to be tracked. Apply this Tracup Doc template to your Status Reports to make them consistent.


This complete template illustrates a weekly status report for a business making tradeshow displays for a client. The project manager describes what their team accomplished this week, any challenges they experienced, and the subsequent steps.

Independent Contractor Invoice

You may use a contractor invoice template to send a bill to a business or an individual for the goods or services you rendered. The precise number of materials you supplied, your hourly rate, and any flat-rate costs are often listed on a standard invoice. It also includes details regarding your payment conditions.

You manage a company that offers necessary services, so you would have a lot on your plate as an independent contractor. There is obviously a lot of pressure on you because everything, including landscaping, electrical work, remodeling, plumbing, etc., is a need-based service for customers.

Use a contractor invoice to make it simpler for you to manage your business and make sure you are paid for the services you render to your customers. This Independent Contractor Invoice serves as an official work record and asks a customer for payment.

HTML Software Report

HyperText Markup Language, or HTML. It serves as the industry standard for web page markup. The formatting of a disorganized web resource, including text, animation, sounds, tables, links, and other elements, is simply unified by a set of tags. The term "HTML Report" refers to reports created online or through HTML report generators utilizing the HTML language.

A part of a page that contains form components is known as an HTML form. Various sorts of input components, such as text fields, checkboxes, radio buttons, submit buttons, labels, and more, are referred to as form elements.

This template is for you if you work in software development and need a summary of significant statistics from your user testing. Users can design HTML reports with Tracup‘s user-friendly template. The reports work on a variety of devices, and they display clearly on different screen sizes.

Business Agreement Format

A business contract is a legally binding document in which two parties agree to make a deal, typically involving money, goods, or services. It is an effective method to protect both purchasers and vendors.

Our business agreement format template is designed to help specify the terms and conditions of a business transaction. It almost covers all important details about the transaction, such as the scope of work, fees, governing law, warranties, and severability clauses.

More importantly, this template enables you to have a clear roadmap specifying what you and the other party agree to. Start your journey now and streamline your workflow.

Investigation Details Report

A report detailing the results of an investigation is created as soon as a formal complaint is made or an event happens. Here, the investigators take notes on the pertinent concerns, examine the available data, and draw conclusions. It is unbiased and supported by facts, not by the investigator's or the parties' viewpoints.

The investigator should note the information about the topic (respondent or accused person) and the specifics of the complaint. To further understand the issues at hand, take note of particular descriptors such as times, dates, and locations. A fast, thorough, and objective investigation of an allegation or complaint is what an investigation report template seeks to help investigators achieve.

With this template, you can streamline the gathering of evidence and the reporting of the inquiry.

Utilize the Investigation Report template to gather and define all relevant data regarding the case and any accumulated evidence!

Operative Surgery Report

In the medical field, doctors frequently utilize a medical record to record the specifics of a procedure or operation. An operative report is a name given to this specific document. It is written down immediately following a surgical procedure and later printed or typed into the patient's file or used as a medical report.

This document is also regarded as a legal one because it is a part of a medical record and is open to scrutiny, cross-examination, and review by numerous legal entities, including hospital committees, insurance companies, and the patient himself. Use Tracup's report templates to create an operational report that includes a preoperative and postoperative diagnostic.

When an important event, like surgery, occurs, it is always advisable to record the specifics. An operative report will be necessary for you to accomplish that. An operative report is a document that details a surgery and is included in a patient's medical record. It is expressed immediately following surgery and then entered into the patient's file.

Language Learning Center

Everyone must be eager to pick up new languages! In this globalized world, we frequently encounter people speaking different languages even we stay in our own countries. For better communication, learning a second language would be very helpful.

Additionally, learning a second language is useful in both our personal and professional lives. The impact of various learning techniques varies. We created this template for you since we all agree that effective learning strategies and resources are half the battle.

Everything is challenging at first, but perseverance leads to success in the end. I hope you can successfully persevere in your studies. Hopefully learning a new language will lead to discovering a whole new universe.

College Plan List

Assignments, tests, projects, employment, and extracurricular activities are all things you must do at college to keep your academics moving smoothly. We supply you with an orderly management style in this template.

As college students, we should have a plan for our new lives and social identities. As college students, we have the option of continuing our education or working after graduation.

We should be responsible for our own lives, no matter what choices we make. Planning ahead of time and step by step can help us reap the benefits of life more effectively.

Medical Chart Document Template

The terms "medical record," "health record," and "patient chart" are all interchangeable when referring to a patient's medical record. All make reference to a personal medical file that systematically records crucial clinical information about a patient and their medical background throughout time. Healthcare professionals can decide on the best course of treatment for patients when they have access to accurate, comprehensive medical records.

A patient's medical status is vital to document with a medical chart. Such patient chart templates begin with the patient's name, age, weight, height, blood pressure, obstetrical history, and other basic information. The patient's prescribed drugs and the results of those prescriptions will also be included. Allergies and any issues the patient may have would be included in the chart.

Nearly every healthcare institution has medical charts on hand. In order to accurately diagnose, treat, monitor, and, in many circumstances, aid in the prevention of medical ailments, disorders, and diseases, this medical chart template is intended to give physicians all the information they need.

College Degree Course Tracker

College life is always wonderfer, but I also recall struggling to keep track of my major curriculum, general requirements, and graduate school prerequisites. It's difficult!

This template provides a single location for college students to keep track of what coursework they have completed, record GPAs, and ensure they meet degree requirements.

Planned study and review can assist students in obtaining a degree as well as in planning and organizing their education. It provides students with an organized and comprehensive view of their college achievements!

Media Kit Description

Media kits could exist entirely online as dynamic online press pages. Or, companies may decide to offer their press kits as static, downloaded materials, similar to a presentation deck. Whatever format you decide on, one thing is certain: having a professional, easily available media kit is beneficial for companies of all sizes.

From large Fortune 500 companies to lone influencers and solopreneurs, this essential resource is a key to the earned media attention that all companies desire. A thorough media kit should provide a description of the business or person, contact details, social media stats, case studies, details on partnerships and collaborations, and endorsements from previous clients.

You can establish connections with journalists and other potential partners with the aid of this media kit template. It should contain a summary of the organization or person, their contact information, social media data, case studies, details on their relationships and collaborations, and endorsements from previous clients.

Guideline for Executive Memo

When issuing notices and updates to staff about company policies and other key messages, they may not have enough time to read everything you want to convey. Thus, our guideline for executive memo is designed to provide complete guidance on how to write an effective one.

An executive memorandum is a short briefing document whose function is to inform. This free online template contains an element of the description and a call to action.

Utilize this concise document to communicate policies, procedures, and meeting details if you have such needs. It is helpful for saving you time and effort.

GSM Process Framework

What is GSM? How to stay on top of it? GSM is short for goal-signals-metrics. It’s essential to be clear about the goals, signals, and metrics that you want to determine, so everyone in your team is able to stay aligned. This allows your team to focus on specific results and increase the overall efficiency of the company.

Then our GSM process framework template is specifically designed to help you make efficient use of the GSM process to improve user experience. You may find the “North Star” in your business, define project goals, identify successful signals, and determine metrics with the aid of the template.

I recommend this template because it can walk you through the right path, saving a lot of time for you and your team. Have a try!

Swift Story Sample

When consumers see user cases, they usually have a rough idea of your product description. And the consumer's goodwill towards your brand at this time determines his subsequent buying or leaving behavior.

Consumers never trust products and brands that they have not bought and use cases can solve the problem of product trust to a great extent.

One of the numerous ways to comprehend the viewpoints of the many project participants is through the usage of agile stories, commonly referred to as user stories. Its major objective is to explain a feature or necessity for a project from several angles.

Engineering Analysis Sample

An Engineering Analysis Sample is a type of technical editing that presents an issue, analyzes it, and offers solutions. It requires accumulating facts and concepts, organizing them into clear conclusions for the reader, and putting the information you've obtained to the test.

Every engineer must produce an engineering report, which can be time-consuming and requires accuracy and conciseness.

Making a report from scratch will free up more time for you. Skip it and begin filling out the form instead, concentrating on the crucial information in your report. This template has sections and tables to accommodate each part of your report.

Framework for Decision Making

Are you still worrying about how to make an effective decision? This template provides one potential framework for making wise decisions. See and use our framework for decision making template to improve productivity for your organization.

The rapid framework successfully illustrates the opportunities connected with decisions. It also describes how and when various individuals and factors get involved in the decisions.

What’s more, you might use the template to identify the decision impact, track the progress, and outline the decision plan. Try our template and start your journey to success.

Legal Case Tracking and Billing

Are you still keeping track of your cases in logbooks, post-it notes, or spreadsheets? As technology advances quickly, so too should our lawyers. To assist all attorneys, law firms, and their clients in keeping track of their cases, billing details, papers, and other important information, Tracup has created a template.

You may automate and manage all the correspondence pertaining to a case throughout its life cycle using the legal case tracking and billing application from Tracup. This correspondence includes notes, case briefs, starting dates, statuses, documentation, billings, and much more. This solution increases productivity for you and your law company and streamlines billing and case administration.

There are numerous ways for lawyers to be paid. Some companies charge a predetermined cost for each job, while others rate by the hour, the minute, or both. In every case, a bill or invoice must be produced. Clients are more confident in the company or person providing their legal services when using a professional Legal Case Tracking and Billing Template.

Credit Memo Format

Do you need to create a credit memo? Are you still struggling with how to create one? Our free credit memo format template is specifically designed for you.

In contrast to a debit memo, a credit memo is a business document given to a customer by a supplier informing them that their balance with the seller has been reduced. The amount of benefit that the provider owes the client has implied if the transaction is a cash sale.

This template contains any significant information on a credit memo form, like the transaction number and billing details. It won’t definitely let you down.

Enterprise Planning and Design

Everyone aspires to start their own business, in our opinion! Anyone should be allowed to establish a business and operate in a profession they are passionate about. Setting objectives and strategies is a crucial element of the corporate life cycle, especially for organizations and startups.

This template will help you get your foot in the door and make your aspirations a reality. We will provide you with a place to think about your company's positioning, brand name, and target audience positioning.

Everyone, to some extent, aspires to be an entrepreneur. Working for oneself is both a rewarding and difficult experience. We hope that we can assist you to get to the finish line faster on your journey to accomplishing your goal.

Trainer notes taken

We all say that a journey of a thousand miles begins with a single step. This template is a small tool to help you work. As a training lecturer, it is a good career for teaching and teaching.

In this template, you can record the lecturer, the content of the lecture, and matters needing attention, and you can record the problems encountered in each class and give timely feedback, which can better improve your professional ability.

We hope that as a trainer, you will be able to better convey information to your pupils. You can successfully transmit your expertise and assist more people to gain important skills regardless of your sector. Best wishes for your success.

Supervision Agenda Management

A Supervisory Agenda is a document that contains the schedule for a supervision meeting. This Tracup document template gives this document a framework that supervisors can use.

The Supervision agenda is a document template containing a schedule of meetings. Tracup document template provides the administrator with the basis for the document. Here you can list the issues that must be addressed at the meeting.

We hope to help you better monitor your agenda so that you can better handle such serious matters through the use of this template.

Small Business Expense Report

Keep track of your financial outlays by using this small business expense report form. To make this template function better for your company, change the titles of the columns or add new ones.

This can be used to track various sorts of payments, record spending data, and. There is an area for itemized receipts and notes to further break down costs.

A journey of a thousand miles begins with a single step. We hope you can handle your business and career well using our template. We hope you can help your career to a higher level and record your progress and growth.

Year in Review

This template will help you organize and analyze your yearly activities, enabling you to reflect on the important milestones you've completed over the last 12 months.

We give complete records, and you may record a different month of a wonderful life in each month of the table. It's a different type of enjoyment, for example, to witness the sunrise over a rocky route.

Fill in the blanks with your instructions. Include everything that brings up memories of the journey. Every day (memorial moment) of the year is worth remembering. We hope you can capture the colors of life and share them with those who need them.

Inventory Stock Report

An inventory report is a written or electronic document that lists the stock that a company currently has on hand. It may contain figures indicating total inventory, top-sellers, and other product-related data to aid in managing, tracking, and categorizing inventory.

A solid inventory report gives a breakdown of the things in stock so firms can determine what they can sell and what needs to be ordered. Physical or digital inventory data can assist prevent stockouts and overstocking.

The stock that a company currently has on hand is listed in an inventory report. This allows you to decide whether or not an item needs restocking and how frequently it does. Tracup Inventory Stock Report provides the best tool in inventory management.

Data Analysis Form

The process of using data analysis to make business decisions is quite significant. It examines a company's data that are generated when looking at important measures, which represent its most unbiased thoughts.

It can provide the context of why data analysis is being done by outlining the problem, the significance of the study to your organization, and its scope.

The function of the data analysis report is to show the analysis results and provide the decision basis. The data analysis report is the principle and method of data analysis. It uses data to reflect, study and analyze the present situation, problems, causes, essence, and laws of something, and draw conclusions and propose solutions.

Review of Design

During the design production process, there is a step called a design review where you assess the design in light of predetermined criteria. The design review stage might identify problems with the current design or prototype before implementation.

By using design reviews to better understand their issue areas, teams can create seamless, contemporary experiences for their customers.

Asking an experienced peer to examine and provide feedback will help you cover more ground and avoid common mistakes. Make documentation that is simple to understand and related to the larger context. By exchanging ideas and points of view during the review process, communication fosters alignment and creativity.

Daily Routine Operation Method

The key to success is developing a daily method of operation (DMO) that is doable, practical, and handy. Having productive days will be simpler and more reliable after you’ve got this down. So, this daily routine operation method template is specifically designed to give you a hand.

Here is our customizable template to provide you with a consistent daily routine operation method that fits your lifestyle so as to help position yourself for success. You may also utilize it to figure out what to do on a daily basis.

Create the best routine for you to scale your business with the aid of our template. I bet you will never feel disappointed.

Online Daily Production Report

Are you worried about shooting without appropriate documentation? This online daily production report template is specifically designed for you to prepare a daily production report for your organization.

As is known to all, a daily production report is essential for tracking any details of every production to make a reasonable assessment. Our free customizable template enables you to document key information about production days, scenes, script, cast, and more details, which helps monitor production progress and identify inefficiencies.

Remember to make sure all the parties involved approve your daily production report before the start of production. Make your own one now.

Report on Security Incidents

In the event of an injury or medical emergency at work, make sure to fill out this form right away! It can help with a smooth workplace transition.

Accidents happen, so take precautions by filling out this form as soon as an injury or medical emergency happens at work. You'll be in good hands.

Use this form to report any work-related mishaps, injuries, and urgent medical needs. Fill out this form no later than 24 hours following the incident.

Recruitment Strategy Report

Looking for a way to document your hiring process for a specific role? This template is perfect for you! It provides hiring managers and recruiters with the information they need to make an informed decision about whether or not to interview you.

Add any additional context regarding organizational changes or requirements that led to the hiring event to enable recruiters better respond to prospect questions about the position.

In order to help recruiters more effectively answer to candidate questions about the role, please provide any additional context regarding organizational changes or requirements that resulted in the hiring event.

Workshop Agenda

A workshop is a type of group activity that involves in-depth discussion on various scenarios for a certain event. When the final workaround is performed, this template might help coordinate the group's performance.


Do you have any suggestions for a fun new workshop you want to lead? What wonderful news! To make your dreams a reality, though, a lot of work will be required, beginning with Tracup workshop agendas.


You're in the proper place if you're not familiar with the phrase. This template not only offers you advice and trivia, but it also has a workshop agenda template that you can quickly download for your own purposes. Don't just sit there and idly scroll over your screen; do it now!

Business Impact Assessment

A business impact assessment (BIA), also known as a business impact analysis, is a commonly used tool to develop recovery strategies based on the findings that the disruption of a business function and process produces unfavorable impacts. Therefore, we design a business impact assessment template to give you a hand.

This simplified template aims to help identify potential loss scenarios during an assessment. It provides some possible scenarios that should be considered. It allows you to document the criticality of recovery, the resources required, and recovery strategies.

Use our template to achieve business continuity with less cost and effort. I bet it will not let you down.

Incident Response Strategy

For effective incident management, an incident action plan is required. Utilizing this template will facilitate action coordination, guarantee that they support incident objectives, and provide incident management with a dependable rhythm and structure.

Incident Response Strategy - Make sure your incident is properly coordinated and structured with this essential template. Stay organized and effective during a crisis with this Incident Response Strategy Template.

Incidents happen - make sure you're ready by using this template to help coordinate actions throughout the process!

Meet Video Meeting

Do video meetings truly outperform conventional ones? Do you want to get the most out of your video meetings?

Although video meetings are excellent for team collaboration, many people are unaware of how to use them successfully.

For a few years now, video meeting software has been gaining popularity. It has several advantages that make it an excellent approach to operate, including the following:

1. Improved efficiency. Video meetings are quicker than traditional meetings and allow participants to conduct more dialogues at the same time. This can reduce the amount of time required to process information and examine items.

2. Better teamwork. By being on the same screen and hearing everyone's voice at the same time, participants may interact more effortlessly. This lowers misunderstandings and allows teams to work more effectively together.

To get the most out of video meetings, you must be planned and prepared. Here's a step-by-step guide to properly installing and using video meeting software.

With epidemics, wars, uneven economic development, and high technological advancement but an extreme lack of talent, every company is facing unprecedented challenges. You need higher efficiency and lower cost to cope with such changes, traditional video conferencing tools are effective but hard to adapt to these requirements, you need a complete set of project management software, efficient, low cost, or even free. Why not try Tracup I'm sure you'll notice a huge difference.

Business One Pager

Although most employees might think your company’s direction is clear-cut, major goals and missions might be mysterious when they are performing their day-to-day duties. That’s why our business one-pager template is designed.

The simplified document keeps the business’ directional strategy, priorities, objectives, and key results on a single page. Thus, everyone in the loop will get to know what your organization focuses on and who’s accountable for what.

In this way, this template helps your staff align their work with bigger goals. Well done is twice done. Use our easy-to-use template to get double results with less effort.

What Are Project Planning Example Templates

Are you looking for sample project plans? Without a doubt, the answer is yes! You can stay organized and on track while ensuring that your project satisfies all requirements with the aid of a well-executed project plan. Here are a few of the most used templates for project planning.

Templates for project planning can be helpful for many things, including product development, proposal writing, and business planning. They give you a methodical way to arrange your ideas and information, assisting you in coming to wise decisions.

No single template is appropriate for every project. However, you can save time and effort by using a template. Select the most appropriate one, then get to work!

Project Narrative

One typical element of a grant application or proposal is a project narrative. It outlines a project's scope, objectives, and method of execution. Effective project narratives are condensed, structured, and written in a simple, straightforward style.


An important part of a project proposal is a project narrative, which provides an overview of the project. You can create this document with the aid of this Tracup template to help you win the proposal. Your objective is to explain your project so thoroughly that the reader grasps its scope and recognizes its value.


The goal of Tracup's Project Narrative Template is to create project narrative text that can be quickly customized for different applications. We will help you to build up a simplified but powerful project narrative document.

Business Processes Document

Utilize this manual to learn how to clearly and simply describe your procedures. Included are the procedure's goal, its roles and responsibilities, and its essential points.

Business Processes Document allows employees to proceed according to predetermined goals from the beginning, greatly speeding up the efficiency of work. In addition, the responsibility of the process is divided into each post, which reduces the wait and makes every employee only do valuable activities. This not only increases personal value but also creates more value with the same employees.

Optimizing the process can precipitate the practices of good employees. By copying the process, you can replicate the experience of one good employee to everyone in the same position. Business Processes Document can precipitate experience, solidify knowledge, make it possible for enterprises to cultivate talents in batches, and reduce the risk of turnover of talented personnel.

Data Analysis and Reporting

A data analytics report is a document that analyzes and assesses a business strategy through data. Based on the findings, the report also helps you identify potential problems and make data-based suggestions for future action.

Here is our data analysis and reporting template. It is a worthwhile tool to conduct a data analysis by providing instructional text and examples. This template enables you to clearly understand how the business is doing by viewing and analyzing online data.

Find recommendations rather than just plain numbers with the aid of our template. I believe you’ll have a good user experience.

Project Management Review

Everyone wants their project to be successful. However, conducting a project management review is a great way to show off your abilities and your level of project control. Your client, sponsor, and stakeholders are reassured by it. Additionally, it's a way to learn and encourage your team and project to achieve true excellence.


Determining whether it is worthwhile to continue working on a project is aided by a project management review. This document is helpful in determining whether the project is generating the desired results for the organization, providing your company with a fantastic opportunity to receive feedback on the progress and success of a project.


Tracup‘s Project Management Review enables you to lay of a foundation for keeping and using project files, as well as using them to produce reports, thanks to our project management templates.

Corporate Annual Report Design

An annual report serves as a window for an organization’s various activities and overall performance of the year. People who are interested in the company or organization can quickly learn more useful information.

Here is our corporate annual report design template. It comprises typical elements of an annual report, such as annual highlights, remarkable projects, and financial performance. All of these can demonstrate how well your company is doing.

Our template can also help reduce unnecessary costs. Use it to design the annual report for your corporation, and I believe this template won’t let you down.

Report on Payroll Summary

The Report on Payroll Summary is a "Payroll Summary" template. It is compiled according to the monthly payroll or wage card, used to reflect the salary payment and receiving situation, assess the use of the wage fund, and according to the total classification of the wage accounting.

Most of the data in the salary schedule are calculated by the evaluation table. The salary summary table is the summary of the salary schedule, and the salary strip is automatically generated by the salary schedule. This will reduce data entry, make it easier to calculate data and make it easier to create payroll.

Use this Report on Payroll Summary template to create a document that will keep you organized and compliant with government regulations. Get organized and compliant with government regulations by using this template!

Project Framework Guideline

A project management framework provides an organized and structured set of procedures, techniques, tools, and guidelines for project managers to use when taking on project work. To consistently add value for project stakeholders, use this Doc template.


A project management framework outlines the approaches, procedures, tasks, resources, and equipment required to complete the project. Project lifecycle, project control cycle, and tools & templates are the typical divisions. A framework's flexibility and simplicity make failure relatively unlikely. But you can guarantee that it succeeds each time by following this template.


To assist you in implementing any project management framework, we provide a Project Framework Guideline template. We also offer templates for manufacturing, product development, building, and other industries.

Project Task Management

Do you ever feel like you have too much work on your plate to handle each day? Do you have trouble finding the time to concentrate on your project?

One of the most crucial elements of operating a successful business is project management. To track and manage your projects, you must have a system in place. However, it can be intimidating to create and use task management templates.

There are numerous task management templates available, both free and paid, but which one is best for your project? It's beneficial to comprehend a template's operation prior to using it. The following characteristics can be found in all top-notch task management templates.

Being Able To Do A Task Quickly

Do you frequently struggle with how to complete tasks? Do you think your brain simply doesn't function that way? If so, you are not by yourself. According to studies, the majority of people struggle to complete anything because they feel overburdened by their to-do list.

This is due to a variety of factors, including stress, distractions, and a lack of time and energy. There is a solution, which is good news! You can overcome these challenges and complete more work in less time with the aid of a task planner that is well-designed.

Here are the top free task planners for organizing your schedule, determining priorities, and setting achievable goals.

Remote Project Manager Jobs

Do you want to manage projects from any location on the planet? If this is the case, you will want a remote project manager job template as well as project management software.

A rising number of companies are seeking remote project managers. This is due to the ease with which projects may be managed remotely. Furthermore, with technology always improving, it is critical to be able to operate from any location.

Here are some important things to remember if you want to become a remote project manager. Find a remote job template that works best for you first. Then, look for the best project management software.

What is the role of project managers

Project managers take the lead in project planning, execution, monitoring, control, and closure. They are responsible for the entire project scope, the project team and resources, the project budget, and the project's success or failure.

Many knowledge areas intersect with the project management phases, including integration, scope, time, cost, quality, human resources, communication, risk procurement, and stakeholder management.

A project manager is responsible for multiple roles that span the five project phases of a project life cycle (initiating, planning, executing, monitoring, and closing) outlined below.

Phase 1: Project Initiation

- Creating a project charter for integration management
- Stakeholder identification and management

Phase 2: Project planning

- Creating a project management plan for integration management
- Scope management entails defining and managing scope, developing a work breakdown structure (WBS), and gathering requirements.
- Time management is the process of planning, defining, and developing schedules, activities, estimating resources, and determining activity durations.
- Cost management entails budgeting, planning, and estimating costs.
- Quality management is the process of planning and identifying quality requirements.
- Human resource management entails planning and identifying human resource requirements.
- Management of communications: Communication planning
- Risk management entails anticipating and identifying potential risks, conducting qualitative and quantitative risk assessments, and devising risk-mitigation strategies.
- Procurement management entails planning for and identifying necessary purchases.
- Stakeholder management entails anticipating stakeholder expectations.

Phase 3: Project Execution

- Integration management entails directing and managing all project work.
- Quality management entails performing all aspects of quality management.
- Human resource management includes the selection, development, and management of the project team.
- Communication management entails overseeing all aspects of communication.
- Management of procurement: Take action to secure necessary procurements.
- Stakeholder management is the process of managing all stakeholder expectations.

Phase 4: Project management and control

- Monitoring and controlling project work, as well as managing any necessary changes, are all part of integration management.
- Scope management entails validating and controlling the project's scope.
- Time management entails controlling the project's scope.
- Cost management entails keeping project costs under control.
- Controlling the quality of deliverables is referred to as quality management.
- Controlling all team and stakeholder communications is part of communications management.
- Controlling procurements is what procurement management is all about.
- Controlling stakeholder engagements is referred to as stakeholder management.

Phase 5: Project completion

- Integration management entails the completion of all project phases.
- Procurement management entails the completion of all project procurements.

Style of Meeting Notes

Style of Meeting Notes can be used as an important basis for research and a summary of the meeting. Meanwhile, meeting notes can also be used as a reference basis for future analysis, research, and handling of relevant issues.

The function of Style of Meeting Notes in practical work: on the one hand, it is an important basis for drafting the official documents of the meeting, conveying and reporting the spirit of the meeting, and checking and supervising the implementation of the meeting resolutions; on the other hand, it is an important material for study, discussion, research, and examination. Therefore, it is necessary to keep good minutes of the meeting.

Information regarding what transpired at a meeting is contained in a document called a Style of Meeting Notes template. The template provides a clear framework for writing this text.

Project Execution Plan

For a project to be implemented successfully, a project execution plan is required. The development of a project execution plan aids in outlining the tasks that must be carried out, the deliverables, and the resources available to aid in completion.

A project execution plan is a comprehensive document that outlines the project team's strategy for completing predetermined tasks. This describes the project's precise goals as well as the methods for achieving them. A project execution plan frequently serves as a manual for running and managing the project process.

You can standardize the project planning and execution process within your company by using this project execution plan template. The template includes the project's scope, goals, quality and technical specifications, resource allocation, schedule, and communication plan. as a tool for your software program for project management.

Minutes Record Form

A document called a Minutes Record Form template contains information about what happened during a meeting. This Minutes Record Form document template offers a well-organized structure for creating this textual material.

Keeping meeting minutes is a great way to accurately document what happened during a meeting, and this ClickUp document template makes the process simple.

Add efficiency and accuracy to your meetings with this Minutes Record Form document template! It provides a perfect structure for recording what transpired during a meeting.

Ordinary Roadmap Template

Using this roadmap template can help your team stay on task and educate the audience. For a better experience, describe what to expect and refer back to assigned tasks or current documents.

How important is a roadmap when starting a new business? A roadmap is an essential tool for any new business. It can help you plan and track your progress, identify potential obstacles and make necessary decisions.

Setting a roadmap is key to success. Without one, it’s easy to get sidetracked and lose focus. Here are five tips for creating effective roadmaps. Most entrepreneurs follow a traditional project management methodology, which includes setting a schedule, estimating the resources required, and determining how long the project will take. However, this process can be challenging when it comes to disruptive projects.

In such cases, it’s important to build a flexible roadmap that takes into account potentially unplanned delays. Here are four tips for developing a roadmap that works well for your project.

Project Handover Document

The information necessary for someone to assume major responsibilities for completing a project is detailed in handover documents. When planning a project handoff to a client, different department, or contractor, changing to a different position or project, or making sure your duties are covered while you're away from the office, handoff documents can be helpful.

A successful handover depends on careful planning. The project information needs to be written down in a clear, succinct, and accessible manner for the person who fills your shoes. Additionally important is giving yourself enough time for the difficult project handover process.

Use Tracup‘s Project Handover Document to inform the new project manager or client without interrupting the flow. The sample of the project handover will be covered in the free template, which will assist you in writing the document.

Project Management Report

Even with careful planning, challenges and problems can occasionally occur. Through systematic and timely reporting, the Project Management Report seeks to identify and convey these challenges. With this, issues and gaps can be fixed right away.

Project reporting, in essence, gives project stakeholders a window into what's happening and what to do for the team as a whole. A lack of communication results in the project team and stakeholders being in the dark.

We present some answers and recommendations gathered from Tracup's years of project management expertise in response to these issues. Start with our Project Management Report Template if you want to streamline workflow and increase project management's effectiveness.

Record Interview Process

This will allow you to focus on gathering examples of behavior and writing them on the interview evaluation form so that you can clearly see what's missing and decide what follow-up questions to ask.

Taking accurate notes ensures that you don't confuse your impression of the candidate with their answers. Notes can be used as background to discuss examples of behavior as you compare candidates' scores with other interviewees.

You can refer to those data if you need data to support your score. Accurate notes will help you feel more confident when making hiring decisions. Ensuring optimal efficiency during such an important time can be challenging, but with this guide, you'll be on your way to success. Check it out now!

Blueprint Value Vision

When working swiftly to meet project goals, teams must make sure they are pursuing a common objective. Utilizing this Tracup Doc template, align your strategies with the overarching business vision.

Your value vision is the driving force behind your business and how you see it impacting the world. It’s the lens through which you assess and make decisions, and it ultimately determines the success or failure of your company.

Your value vision should be aligned with your company’s mission and core values. It should also be customer-centric, focusing on everything from satisfying needs to exceeding expectations. Here are six tips to develop a strong value vision for your company.

Productivity And Efficiency

Keeping a practical eye on productivity may help you avoid wasting resources such as time and money. Improving the efficiency of team members and our own productivity, in particular, would surely benefit a complete firm.

Team members might appreciate not just a clear sense of direction, but also the right tools for the work. They, too, may have difficulty managing their time. And, for example, equipping employees with tools that make their duties more nimble can minimize stress outside of working hours. Overall, remaining on top of what has to be done may go a long way in terms of business culture activation, retention, and performance, to say the least.

Being productive, one of our modern era's most desired aspirations may be difficult. It is not always simple to prioritize all that has to be done throughout the course of a day, week, month, or year. And we might easily waste time on a task that isn't even as time-sensitive as other objectives. That's when we realize we've missed a deadline or are providing less than we know we can for key initiatives. Spend your money wisely and use the greatest productivity tools to help your firm flourish.

What exactly is productivity software? To define productivity software, consider all of the programs that aid in organizing. They are tools meant to make professional and personal duties easier to manage. In this regard, several different applications may help you monitor your productivity. They can assist in a person's personal or professional life. Students and corporate teams, for example, might utilize them for team cooperation. And their most valuable attribute is how they assist us in getting more done, whether through to-do lists, reminders, scheduling options, running agendas, and other means.

How do we determine which app to choose among the many available? We'll dedicate the entire last part to it. For the time being, let us define the importance of productivity applications for entrepreneurs.

Why is productivity so important in business? Productivity is critical in every firm since it refers to all of the effort required to fulfill corporate objectives. And this establishes the requirements for internal team objectives. Our productivity defines what and how frequently we can service or sell a product to external parties like as investors, stakeholders, clients, and consumers.

When seen internally, productivity becomes a metric and a benchmark against which we evaluate much of our whole business. Being productive is a huge part of what causes our company problems. And, to put it simply, our objectives. It starts with our daily routines and progresses to quarterly and yearly evaluations of Key Performance Indicators (KPIs), revenue, and profitability, for example.

Teams Slash Commands

Are you seeking for the finest and most affordable project management software for your startup? You're in for a treat! There are several excellent solutions available, each with its own distinct characteristics.

A successful startup requires project management. Without it, you may find it difficult to meet deadlines, achieve milestones, and retain momentum. And no startup is complete without a cohesive crew.

The finest free project management software can assist you in planning, tracking, and managing the activities of your team. Here are the finest alternatives.

Work From Anywhere Performance

Is it really necessary to work from home all of the time? Apparently not if you want to maximize your productivity. According to one research, working from home might lower productivity by up to 40%.

Working from home has certain advantages, but it is crucial, to be honest about the disadvantages. By following these recommendations, you should be able to make the most of working from anywhere while maintaining productivity levels comparable to those in an office situation.

Most of us are accustomed to going to work and juggling our daily commitments. However, working from home may take some getting used to. Here are a few crucial pointers for increasing productivity in the workplace.

Goal Management For Teams

Do you ever feel as if you're swimming against a strong tide? You have a lot on your plate, and it's difficult to get everyone on the same page. However, if you want your team to thrive, you must set objectives and deadlines. Without goals, it's easy for a project to veer off course and excruciatingly tough to improve.

Project management is a critical job in every business. It assures that projects are executed on schedule, within budget, and at the quality level required. If you aren't already utilizing goal management software, this could be a good time to start. Here are two of the greatest alternatives for free project management software for entrepreneurs.

Goal management software will assist you in staying on track and making smarter decisions. You may lessen the danger of your project going off course by creating defined goals and milestones. Your startup may achieve success with good goal management.

Performance Review Form

Want to understand your employees' performance levels quickly and easily? Learn how to use performance measurement codes to analyze employee behavior.

Through the performance review form, we can find out the performance of everyone and select excellent talents. We can make tables and other methods to check the outstanding talents.

Once you've learned how to code Performance Measurement Data, you'll be miles ahead of your competition in terms of truly understanding your employees' strengths and weaknesses.

Yearly Plan for Work Action

We need good planning before the work begins. A well-prepared work plan makes sure that your project will go smoothly and successfully. Our yearly plan for work action template serves as a great roadmap to writing a practicable plan of action for work.

The easy-to-edit template enables you to have a clear view of what you desire to achieve and when the task begins and ends. It guides you throughout the project lifecycle, which allows you to establish yearly metrics and attain desired results by coordinating with your team.

Plan your work around the yearly work goals with this template, and you will find it so easy. Even more to the point, it also helps keep all the activities within the budget.

Business Launch Plan

Today is an excellent time for any business, whether small or large. An increasing number of people are planning to start a business. Congratulations, you’ve found the ultimate choice now. If you want to launch a new product or new service, our business launch plan template is highly recommended for you.

Doing a business launch correctly will lead to your big success. This template enables you to keep track of all the important details of the business launch, including the objectives, market positioning, and target customers.

Don’t get stuck in the creative stage as many people. Put your launch ideas into practice and use this free template to develop reasonable strategies for your business launch.

Plan for Emergency Situations

A Plan for Emergency Situations is a model based on the Occupational Safety and Health Administration's (OSHA) essential emergency standards. Organizations with more than 10 employees should create, implement, and update emergency action plans in order to facilitate and organize their reactions to workplace catastrophes like extreme weather, lengthy power outages, pandemics, and more.

The arrival of many emergencies is very uncertain, and people often cannot accurately predict, so we must be prepared for this, strengthen strategic planning, material reserves, and long-term budget, and make contingency plans.

The core idea of an emergency plan is to deal with uncertainty with certainty and turn emergency management into routine management.

Scope of Work Record

An agreement on the work to be done on a project is contained in a scope of work document. Goals, deliverables, a timetable, milestones, and more are all included. Although not a contract, this is a crucial document to make sure everyone involved is clear on what is required to finish the project.


An agreement on the work you'll accomplish on the project is contained in Tracup scope of work document. Deliverables, a timeframe, milestones, and reports are all included in a project manager's scope of work. Tracup works to fit all your needs in project management especially work scope.


By defining the scope of your project, you can structure it around the tasks that your team will and won't perform as well as give them goals and objectives to strive for. Prioritizing the activities, connecting dependencies to avoid bottlenecks later in the project, and defining milestones to divide the bigger project into more manageable segments will help you further rein in the workload.

Scope Management Plan

A scope management plan is the project manager's blueprint, draft, or layout that specifies the project's scope, including its work breakdown structure. The scope management plan outlines the process that will be used to design, monitor, and verify the project while the project manager is in charge.


A scope management plan's mission is to establish project structure by identifying the resources needed to carry out the project's goals. Additionally, your scope management strategy will lessen the likelihood of scope creep. You may prevent typical issues by using Tracup Scope Management Plan Template.


A scope management plan establishes control elements that may be applied to components that affect changes throughout the project's lifecycle as well as identifies and documents project goals as part of the planning process. Use this template to guarantee that the scope of your project is well stated.

Ritual Reset

Have you ever thought of including a seasonal reset ritual to prepare for the following season? This is not only a terrific method to psychologically get ready for the upcoming season, but it is also a great way to get ready physically.


I'll be the first to confess that I don't do well with daily routines, but since a seasonal ritual only occurs four times a year, I can definitely stick to it. It also benefits me. Have you ever thought of incorporating a ritual to reset the seasons in order to get ready for them? This template is a fantastic method to get ready for the remainder of the year psychologically as well as physically plan for the upcoming season.


Any high-performing team should periodically pause to determine whether its practices or "rituals" are still necessary. Use and download Tracup Ritual Reset Template which is customizable if you ever need a guiding Doc template.

Business Case Analysis Tool

Business case analysis is an effective tool commonly used in the corporate world to assess future business decisions and obtain support from stakeholders. If you feel stuck in conducting the case analysis, try our easy-to-use business case analysis tool and you will find it surprisingly valuable.

This template will walk you through the key elements of business case analysis, including project limitations, project procedures, and project benefits. With its help, your analysis work is made so easy.

Don’t worry about the unnecessary cost incurred. Use this one-stop service to satisfy your project requirements.

Advanced Employee Handbook

Not your standard employee handbook, this one. This template not only offers thorough, blank-text material, but it also offers advice on how to add a little personality!


Communicate your expectations for termination and off-boarding in this area. Your staff members should comprehend the off-boarding procedure after reading this section of the handbook.

You can use this employee handbook to introduce your company's policies and information. Please feel free to edit, add, or remove pages throughout this document!

Simple employee manuals are dull. Even before they browse past the first page, your new hires will be dozing off. Make it entertaining, include visuals, and add emojis to liven it up and hold their attention till the very last page.

RACI Planning Doc

A simple diagram used in project management to map task roles and responsibilities is called a RACI chart, sometimes referred to as a responsibility assignment matrix. A RACI chart identifies which participants will be Responsible, Accountable, Consulted, or Informed for a task, milestone, or decision.


For the planning of your initiatives, use our RACI Planning Doc Template. This document includes a graphic outlining the team members' roles and duties with respect to project tasks. The chart is intended to guarantee effective teamwork and seamless communication at all levels.


When a big decision-maker shows up at the conclusion of a project and complicates things with numerous adjustments because they weren't involved throughout the project, Tracup RACI Planning Document can assist avert that sinking sensation.

Business Audit Report

You may have found it very difficult to have available resources such as money and time for a new project expense. However, it is a must for every business to consider investing the money and time required for auditing the company’s financial statements.

Our business audit report template here can help you perform an audit more efficiently. It aims to empower you and your team to take immediate action and get the job done faster.

With its assistance, you can easily evaluate the overall compliance with processes of the management, operation, and other departments within your company. Use it to improve your business in today’s world.

Report on Employee Expenses

Track your business spending using this employee expense report. Include any expenditures for parking, food, fuel, or housing that are necessary to execute your business transactions.

The financial statement information helps the enterprise leaders and managers to analyze and check whether the business activities of the enterprise conform to the regulations of the system.

Examine the completion degree of the planned indicators such as capital, cost, and benefit of the enterprise; Analyze and evaluate the achievements and shortcomings in management, and take measures to improve economic benefits.

Project Review Report

For a team or business, a project report is a document that helps keep a project on schedule. The project report has to outline accomplishments, obstacles, and progress. Any project management strategy must include project reports as a vital component. A project report is unquestionably one of the main documents needed for a project to advance successfully.


A Review Document is a thorough analysis of the way a project was carried out. It takes into account the lessons discovered, the best practices applied, how it performed in an audit, and whether or not it had sufficient program management and controls.


Effective project management depends on regular, thorough status reporting. Use this editable Project Review Report Template to make sure you meet your goals for the project. This template offers space for a project summary as well as tracking risks, obstacles, accomplishments, milestones, and critical lessons learned.

Project Budget Proposal

We all know the significance of allocating a reasonable budget because it serves as a guide to making resources appropriate for a specific project. Are you a project manager who is struggling with drafting a budget proposal for your organization?

If it’s your first time preparing a budget proposal, you may feel a bit nerve-wracking about what information it needs to include. Regardless of its complexity, our project budget proposal template provides you with a handy how-to guide that makes your work much easier.

This template covers the proposed expenses associated with personnel, materials, devices, logistics, and campaigns of a particular project. Create your budget proposal according to your budgetary requirements and enjoy your time.

Project Report Document

A project report, put simply, is a document that provides details on the overall status of the project or specific aspects of its performance. The report will always include project data based on management, technical, financial, economic, or production-related issues, regardless of the report's style.


As a project report template, Tracup offers data that was used to assess the suggestion and decide whether it was workable. The project report contains the assessed information on any manufacturing, managerial, financial, technological, and economic concerns that may or may not arise while the project is being built.


With the aid of this template, you can streamline your project timetable, provide tasks with precise due dates, complete project time monitoring, and keep track of every stage of your project in one location. This document is very simple to convert into a data dashboard that you can use for reporting.

Project Book of Work

It is crucial for an organization to be aware of all upcoming and ongoing projects over a period. Otherwise, there is a chance that projects will slip through the cracks and not be completed. Our project book of work template here is a fantastic tool to help capture information about all the planned projects.

The easy-to-edit template can be used to capture all the current and planned projects for your company. It enables you to view important information such as project name, risk, budget, and benefits.

Create your own project book of work that aligns with your budget structure. Make sure the budget demand will not exceed the available budget.

Project Outline

One of the key papers used in project planning and project management is a project outline. It is essentially a more condensed version of a project plan. Project outlines are brief and to the point, as opposed to project plans, which are typically lengthy, complex, and extensive.


They are thorough while also compiling all of the most crucial project planning components into a condensed, understandable bundle. Project summaries essentially provide a quick overview of your project. Due to the variety of internal and external objectives they serve, they are also the project manager's closest friends.


By reading Tracup's project's outline, anyone who needs to be informed can be done so. Once your project has been approved, you can use this project outline template as a blueprint. This is a crucial component of project planning that includes a timeframe, resources that are required, and project goals and objectives.

Relevant Policy Memo

Are you looking for a policy memo discussing improving your organization? Our expert writers can help you create the perfect document to help make your life easier.

Give a succinct explanation of the issue, why it needs to be resolved, and a summary of your recommendation. In order for the reader to continue reading the message, this part must be succinct and intriguing.

Looking for a policy memo template that can be used in your organization? Our experts have created several different samples to suit your needs. Pick one and get started today!

Project Progress Report

The project is documented, and a progress report demonstrates how far along it has come in relation to where the project plan anticipated it to be. It provides a moment-in-time snapshot of the project's development.


A summary of all the projects and tasks that have been completed within the specified time period is given in the progress report. It highlights accomplishments and other performance indicators, such as dangers, problems, modifications, etc.


Businesses must regularly produce progress reports to keep the team and external stakeholders aware of the project's status and any intended next steps for success. You can use the following sample project report to provide an update on the project's status, the milestones you've reached, and any support needs you may have.

Company Culture Construction

The attitudes and behaviors of a firm and its employees are referred to as its "corporate culture." It is clear in the way employees engage with one another, in their beliefs, and in the choices they make.

The underlying standards or concepts that guide your business decisions are known as company values. The culture of the workplace, how and why you conduct business, and they embody the essential principles of your organization.

Making sure your firm's basic principles are established is a crucial aspect of developing company culture. These will serve as the team members' guiding principles while they work for your company.

Business Log Book

It is necessary for an organization to create a book of record that documents all the important business transactions. Therefore, we design a business log book template in order to provide best practices and guidelines for you.

The simplified template covers all accounting details, including the sales ledger, sales cashbook, purchase ledger, and purchase cashbook. It allows you to add all clients and customers to keep your business book growing.

Whatever your business, our template makes it simpler to create a business sales and expense log book. You may find it easy to view the details of each transaction in the comprehensive document.

Board Meeting Minutes

Maybe you’ve found you can’t write effective minutes even if you spend a lot of time and effort. Even if a gifted person has trouble recording all the information flying around the boardroom. That’s why our board meeting minutes template is designed. You can turn to it for help while taking board meeting minutes.

Here’s what we cover in this template. It includes meeting details and agendas, which you can classify action items into different types by priority. So, you can capture every key detail and task at a board meeting.

In this way, the template helps save time and energy in taking effective minutes at a board meeting. Enjoy your time now!

Project Note

You can use note templates to save any information that you want to repeatedly enter in project notes to ensure consistency. When you make a note and choose the tag that includes the template you want to use, the template text will be immediately added to the note.


Effective project managers are savvy workers. They develop their skills, train hard, and employ the proper equipment. It makes sense why they frequently complete tasks utilizing Tracup project management templates. These pre-made forms serve to speed up, simplify, and enhance the entire project management process in addition to making it simpler to monitor tasks and track progress.


Project notes are written materials that provide supplemental or additional information to aid in the reader's understanding of the project. These project notes are made available in a variety of formats and for a variety of purposes. An overview of the project can be obtained and used to explain certain portions of a project report.

Project Management Roles and Responsibilities

The project manager is juggling their time between people, projects, clients, and contemporary Agile tools in the concrete jungle in which we currently find ourselves. They can be constantly exhausted and, at times, burned out because they don't know what to focus on first or how to prioritize their energy.


In general, a project manager is primarily in charge of developing a team that is capable of operating independently. They need to consider every factor, from risks to resources, from building a project's foundation to motivating a team to work toward a common objective.


From small agencies with just one project manager overseeing a few projects to multinational IT companies where project managers are placed in charge of ambitious projects, project managers are essential components of almost every type of organization. Using this Project Roles and Responsibilities template, you can clearly present your project and manage your duties and tasks accordingly.

Project Management Services Contract

When a company engages with a third party to deliver goods or services, project management contracts, also known as procurement contracts, are signed. They fall into three categories: fixed-price, cost-reimbursable, and time and materials contracts.


In order to guarantee that the required goods or services are continuously acquired at the appropriate time, businesses need reliable suppliers. The company may need to enter into a procurement agreement with a supplier to fulfill these requirements. The contract reduces the likelihood of misunderstandings by outlining the relationship between the buyer and seller.


The most crucial information about the parties' relationship will be included in Tracup's project management agreement, including information on the project's scope, costs, and how the client is expected to make payments.

Project Manager- Statement of Purpose

An essay on your goals and qualifications that qualify you for an MBA or MSc in a project management program is known as a Statement of Purpose (SOP) project management essay. It would also draw attention to the unique skills and abilities you have that enable you to successfully complete the course.


Any country's study visa application is significantly impacted by a carefully written, exhaustive SOP. You will find a sample Statement of Purpose (SOP) in this guidance for applicants to the Master of Project Management program.


Here is an example statement of purpose (SoP) from Tracup for a student applying to the Project Management program. If you want to write your own statement of purpose for your project management application, you can think about utilizing this free statement of purpose template.

Audit Policies and Procedures

Generally, an organization’s internal or external auditing standards and processes are specified in its audit policies and procedures. Hence, audit policies and procedures are very important because they can be used to ascertain whether breaches have taken place in your company.

That’s why our ready-to-use audit policies and procedures template is designed. If you’re planning projects for your internal or external audit department, I highly recommend this template to you.

It provides a centralized place where auditing policies, processes, and procedures can be presented. You can bring all the things into your audit policies and procedures in this template. Start your journey right now.

Report on Workplace Incident

By reporting, we can reduce the directional errors of work. Because leaders and employees have different perspectives, leaders look at the whole plan, while employees look at their own parts that need to be solved, because different perspectives may lead to wrong directions, and regular reporting can avoid such problems.

Regular reporting can give us more accurate control over the progress of the project. After the project starts, it may encounter various problems such as cost, difficulty, etc. By reporting the summary work regularly, we can detect the problems and improve the schedule.

This template is perfect for creating a Report on Workplace incidents for an organization. Create a document to report on workplace accidents with this template.

Internal Audit Plan

What are the steps for conducting an internal audit plan? Are you still confused about how to prepare one? Our internal audit plan is designed to help you develop one according to your auditing needs.

Before starting to prepare your audit plan, you should first understand the fundamental goals and objectives of the audit plan. Having the key points in mind as you write an audit plan will make sure your plan does what it is supposed to do.

Much overwhelming as the internal audit plan might be, our template helps you make it easier. In addition, I think one of the most important features is to help identify areas for improvement. Let’s start now!

Monthly Performance Evaluation

The company may make arrangements for the employees to shine in the proper position and make the best use of their capabilities by having a thorough understanding of their abilities and personalities. It benefits both employers and employees.

A suitable basis for a future job promotion or more important positions can be laid by the evaluation of the employee with development potential. In order to assure the quality of the work and services, it can also identify incompetent and untrained personnel and transfer or remove them from their positions.

This template aids in enhancing communication between personnel and management. Evaluation can improve manager-employee dialogue and foster understanding between the two parties.

Business Requirements Document

As it contains the specifics of the project's business solution, a business requirement document (BRD) focuses on the business perspective. The customer's needs and expectations are also emphasized in the business requirements document.


When searching for a technology service provider, consultant, or contractor to assist you with a project, a business requirements document is useful. Tracup's BRD outlines the objectives of the business in more straightforward terms. The BRD lists each process function's associated inputs and outputs as well as all the project deliverables.


Tracup Business Requirements Document involves nine related docs to cover all aspects of BRD sample which is designed to meet all your needs from financial analysis to project management. It is the best free tool in agile business management designed for managers.

Email Template To Reconnect With Old Clients

Email template for reconnecting with past clients in order to enhance customer recommendation and convert word-of-mouth marketing from an afterthought into your primary source of new consumers.

Why do you require exceptional customer referral program ideas from reconnecting with former customers?

A solid referral program idea that is linked with your business and your existing clientele will assist you in attracting qualified prospects. The better the concept, the easier it is to explain and the more likely it is to succeed.

When you have a lot of ideas, you may experiment to see what works best via trial and error.

If you want former clients to bring you new business, you must properly and consistently convey your referral marketing program.

Here are some referral program ideas to help spread the word and encourage your client base to suggest your business, such as asking for recommendations in old customer thank-you emails.

In the thank-you email you send immediately after the task is completed, tell your clients to suggest a friend or family member. Including your referral program information in your client thank you messages integrates the program into your existing communication.

Write one or two short phrases at the conclusion of your email outlining how a former client may submit a recommendation and what incentive they can receive. If you have one, include a link to your referral program landing page.

Why it works? When you sincerely thank a client with a personal note, you deepen your connection and remind them of why they picked your company in the first place. With that in mind, your customers are more inclined to suggest you to others they know.

Email template for contacting previous clients about referral programs and incentives:

Hello, [Client Name],

[Your Name] here from [Company Name]. We haven't worked together in a long time, and we wanted to let you know about our new [referral program/discount].

We're providing a [X%] discount to prior clients for every referral. That implies you may save up to [X] dollars on [Service 1, Service 2, Service 3, and so on].

You only need to complete the following:

Inform your friends, neighbors, and family members about us, and instruct them to let us know who referred them when they contact us for a free quotation.

You can use your discount once we have completed a service for them!

More information regarding our referral program may be found on our website: [link to web page detailing your referral program].

If you have any questions, please contact us at [email address] or call us at [phone number]. We hope to collaborate with you again soon!

Thanks!
[Your Surname]

Board Report

Board meetings are an important aspect of any business and it is a legal requirement for companies to maintain proper documentation of these meetings. Failure to do so may expose shareholders to liability, especially if they are themselves directors or are in good standing with the company's directors.


Before a board meeting, a board report is a crucial document to prepare. It contains all the vital information that needs to be discussed in the meeting to ensure that the company is heading in the right direction.


Get started with Tracup Basic Board Report Template which is easy to use and fully customizable so you won’t miss out on every important detail that needs to be tackled in the meeting. Utilize this template to enhance reports and documentation.

Save Money

Use our save money template to keep track of your money. With only one click create a monthly spending sheet and lessen the tediousness of creating a personal budget.
Every month should begin with a plan, and it should conclude with success. You may fill up the form to record your initial balance, ending balance, and monthly savings target.
For both your personal and professional lives, use a budget planner to manage your credit and debt and stay on target.
The most typical costs are accommodated in this budget template. By including extra rows in the table, you may incorporate more. You have complete control over your financial objectives with this free save money template. You won't again feel constrained by a pre-made budgeting template again if you personalize your save moeny template to suit the way you handle your funds.

Work More Efficiently

With the world shifting the way they work, companies are evaluating what’s the most effective way to build their workforce.

How can leaders and managers improve employee productivity while still saving time? Here are the top work more efficiently ways you can do to increase employee efficiency.

Team Work Reflection

How often do you reflect on your team members' performance? If you don't, then you should start now. This is especially important when you are working in a team environment.
When you work in a team, you have to collaborate with other people to achieve common goals. Teamwork is essential to success.
Reflecting on your team members' performances helps you improve their skills and become better at managing them. In addition, it also helps you identify areas where you can improve your own performance.
When aiming to achieve a goal, consistency is crucial, and frequent check-ins can help you stay on course. The Ever Better Challenge, a 30-day program to help you finish what you start, includes this template. Use it to make a weekly list of what's going well and what needs more attention. The software has four templates, this one being the final.

Improve Work Efficiency List

There are only two methods to succeed in business: adopt the proper plan and increase work efficiency. Improve Work Efficiency is easier than strategy, but relatively few people are good at it.

But when you increase your performance efficiency, the potential rewards might be enormous. Every week, there are individuals that very literally accomplish several times what others do. After years of high-quality work, they eventually leave the competition in the dust.

Keep an Improve Work Efficiency List accessible as you go about your day. If you follow this list on a daily basis, you will see a significant increase in your ability to do more while working less. Your tension will decrease while your confidence will increase.

Implement these printable list right away, keep track progress each day. You will be confident that your own productivity will soar.

Weekly Planner

You can do all the day's minor tasks with the aid of a weekly planner. With the help of our Weekly Planner template, you can see the broad picture and quickly determine what has to be done.
Making preparations for after-work hours is easier when you are aware of your weekly routine. With the help of our weekly planner template, you'll be able to see which days are free, which days are booked up, and, in case of an emergency, when you're available to change appointments.
With a weekly planner, scheduling time to chat with your partner or coworkers is simple. With a few easy clicks, you can enter the timings of your most crucial tasks and track the days and dates of the week.
Click "Use Template" to try this simple but useful Weekly Planner template. Manage your time in a reasonable way.

Drag And Drop List

You may use Tracup's drag-and-drop task capability to create, view, configure, edit, manage, and also manage calendar events. Picking up a job and moving it onto other items allows you to conduct several tasks. Drag and drop a task by clicking and holding the task's "handle" on the left. To do the desired action, move and drop the mouse.

Drag And Drop Examples

How would you describe drag-and-drop examples?

Drag and drop examples are very common in web development. They’re also known as drag-and-drop interactions. Basically, they allow users to move elements around on a page using a mouse.

People use drag-and-drop examples when they want to build interactive prototypes. For example, you might use them to show potential customers how your site will look before you get started on coding. You can also use them to create wireframes, mockups, and other design ideas.

Yearly Goals

If you want to reach your goals, then you should start setting them now. In order to achieve them, you should set achievable yearly goals. Using our yearly goals template to build a big but feasible goal. Put some effort to reach your goals.
Setting goals is important because they help you stay motivated throughout the year. This helps you get things done faster and better.
We want you to treat this template as a long-term friend that would spend decades with. Don't consider it a task that flies all over your head. Just check it once a week to make sure you have done something that good for your yearly goals. A small step forward will gather a giant storm after 365 days.
As long as you work hard for your goals, it doesn't matter if your goals are completed as the plan says. The most important part is the process and every step you take. You still get credits for your effort.

Free Lifestyle Monitor

How often do you get out of bed each day? Are you happy or sad? Is your mood improving or declining? If you answered yes to any of these questions, then you should try Habit Tracker printable free.

A Free Lifestyle Monitoris a simple way to manage your habits, improve your happiness and stay motivated. This tool has helped thousands of people track their habits and make positive changes in their lives, and will help you identify what you want to change about yourself and how you're going to do it.

Get started with Habit Tracker today! It’s easy to set up and free to use. Reaching our goals through habit modification is possible, and monitoring our progress keeps us motivated. Use it to keep track of how well you're doing at forming new habits or quitting bad ones. This is the second of the program's four templates.

This free printable habit tracker is designed to help you identify patterns in your daily life such as good times and bad times. Once you recognize these patterns, you'll be able to take action and change your behavior.

Build a Plan

Are you facing difficulties in reaching goals or milestones? Maybe you’re feeling overwhelmed and don’t know where to start. Or maybe you’ve already started working towards a strategic goal and now you want to know how to achieve it.
Whether you’re setting new career goals, starting a family, or running a marathon, it’s important to have a clear vision of what you want to accomplish. This way, you can better prepare yourself for success.
Whether you’re building a new relationship or launching a new business, having a well thought out plan is key to achieving success. If you’re looking for ways to build a plan to reach a specific goal, check out these tips.
Use our Build a Plan template to make yourself a 30-day (or you decide) target. Write down some difficulties you think that you would encounter in this period and someone might provide
accessble help. Stay focus on this plan, follow it. You will obtain a great result even you fail to reach that goal.

Get Fit

How much time does it take to get into shape? If you want to look good and stay healthy, it takes discipline and determination. This is why fitness trackers are becoming more popular every day. They provide real-time feedback and motivate us to achieve our goals.
Use our Get Fit template to control your daily intake and workout activities. Try to reduce any snack time or beverage period to decrease fat intake. Having meals at specific and stable periods lets the body rest. We marked "other meals" and "snacks" in red just to remind you that those are unnecessary and unhealthy activities.
This Get Fit template can help you become more aware of your habits and improve overall lifestyle. We can better understand our strengths and weaknesses by tracking our daily activities.

Business Model Canvas Example

The stages necessary for a successful launch are highlighted in this free business plan template. Summarize the findings of your market analysis, including your vision and purpose, and more.
Identifying your target market is an important beginning step for any entrepreneur. This simple template helps you track costs, revenue, funding, and more all in one place. Use this business plan template to document your business's internal strengths and weaknesses as well as the external opportunities and threats.

Project Tracker

Use this template to monitor every team member's process, from start time to deadline. Make sure everyone is doing their work.
A project tracker is a tool that managers may use to monitor how their team is performing and allocating resources. It is a crucial tool for maintaining projects' budgets and schedules.
Templates for project trackers can be used as a single source of information for the project's development. The project team may fill up the template with information regarding the project's development, which can then be shared with the project manager and other stakeholders to show them where the project is right now.
This templates would allow users to record important information such as participants, priority, est time, due dates, etc. The best project creating teamplate is waiting for you!

Long Term Career Goals Examples

Have you ever wanted to try something new but didn't know where to begin?

Don't let your regular routine bury your dreams. Discover what it takes to attain your long-term objectives.

Most people are not satisfied with their current career path and constantly look for ways to improve themselves. Take this list to discover your dream ways!

4 Ps of Marketing

Tell us why your team is participating in this activity in this section. If you provide a variety of products and/or services, make it clear which one you intend to prioritize.

PROGRAM MANAGEMENT LIFECYCLE

How do I begin with program management? What should I know and understand? What books or resources would you suggest?

Program management is less strict than project management. Individual phases are almost never linear. Instead, when the competitive climate evolves, they may overlap with other projects or expire early. It's not uncommon to break a number of similar projects into different programs.

Coordination of multiple activities across multiple locations and departments is required for program management. It is also required for the management of large projects and programs. This necessitates a thorough knowledge of project management processes, budgeting, and stakeholder interactions. If you want to be a great PM, you must first master the knowledge that is required to be a successful program management manager. You won't be able to manage effectively or efficiently without them.

The Program Management Lifecycle's preparation, execution, and completion phases are depicted in detail and can be edited and printed as needed.

OKR Framework

Teams can define goals and track their progress by using the OKR framework.

Program Manager Template

The main objective of program management is to make sure that every project contributes to the achievement of a common organizational goal.

To ensure efficiency and optimal resource allocation, a set of connected projects is managed as a program.

To better organize organizational programs, certain organizations may utilize a program management office. However, many businesses do not have a defined office for program management; in these situations, project managers may work directly for program managers to advance a program or inside certain departments of an organization and report to that department head. However, the company also gives these project managers assignments to collaborate with program managers on projects that require their skills.

Program managers take into account creating and implementing several elements or techniques to help with program management. These modifiable elements and tactics can help to direct the program and make sure it is going in the right direction.

SMART Goals

Include details on how this framework will assist your team in establishing better objectives and achieving them.

Management Stages Template

Project managers are responsible for a wide range of tasks. They manage everything, from negotiating with project stakeholders to dealing with vendors. They are also in charge of directing the project team and ensuring that everything runs properly.

In project management, you organize your team around the project's purpose, sign contracts, hold kickoff meetings, and everything goes swimmingly. Except when you're doing it, it's mostly simply common sense. That's when you wish you had a list of everything you have to accomplish.

This Management Stages Template might help you avoid missing any steps or wasting valuable resources by repeating a process. You may also add to this list or, better yet, construct your own.

You should also track internal assessments and identify organizational flaws to remedy them in your project Management Stages Template.

As a result, this Management Stages Template assists project managers in being productive. Even if you are starting a new project or working on an existing one, this checklist can help you become more efficient in project execution and other areas.

Management stages template should be brief but thorough. The information you include in your checklists is also determined by your team's expertise and competence. An excellent Management Stages Template solves this issue by emphasizing the procedures or processes that your team overlooked in past initiatives.

The management stages template assists project managers in maintaining productivity. Even if you are starting a new project or working on an existing one, this checklist can help you become more efficient in project execution and other areas.

You will save time, and money, and be able to eliminate difficulties that arise throughout the project if you already have taken this management stages template on hand.

A project management template serves as a guideline for project implementation. It is a method for demonstrating what to accomplish in projects and determining whether or not the project quality has been fulfilled.

Status Report

Use this doc template to record status process of your projects, whether they are working well or having troubles.
Some people choose to use a different page for each new report. At Tracup, our team created a new page each week that list our objectives for the week at the beginning, and at the conclusion of the week. We update the website with our results. Other teams choose to add new lines or sections under the same page in on document.
Consistency is the most important strategy of your status reports.In an ideal world, team members who are relevant should have historical access to earlier status reports in case they need to review or refer to earlier data.
Although status reports differ greatly from team to team, they typically have key characteristics:Timing, Ownership, Completed work, In-progress work, Upcoming work, Blockers, Team Health.

PROJECT LIFE CYCLE

The Project Life Cycle Examples can assist you in dividing your project into smaller individual jobs.

Sometimes teams become overly focused on project management and lose sight of where it all begins: task management. Projects can be divided into smaller projects or tasks.

A project is only successful if everyone completes their assigned work on time. A task, like a project, has a life cycle. Task management entails guiding a task through its many stages. It is not enough to have the correct task management software. To get the most out of minor jobs, business owners, managers, and supervisors must understand how to use to-do lists.

Project Life Cycle Examples lays out the best strategy for increasing productivity and efficiency.

But what constitutes effective Project Life Cycle Examples? A to-do list is more than just writing down what has to be done and then checking them off as you go. Put some thought into it, the following suggestions will assist you in creating task management checklists that produce the intended outcomes.

Startup Entrepreneur Checklist

Are you thinking about starting your own business but don't know where to begin?

This startup entrepreneur checklist template will help you get started and keep you on track. It includes important things to do and things to avoid when starting your own business. Use this template to help you plan out your startup, map out your business idea, identify key resources, develop a business plan, and make sure you don't make any mistakes along the way.

This template will help you get started on the right foot and make sure you're doing everything necessary to ensure your startup is successful.

Travel Camping Checklist

Have you ever dreamed about going travel or even road trip camping? Well-thought-out travel camping checklist can assist you in preventing this from happening.

Camping is an excellent way to experience nature. Furthermore, it allows us to break away from our daily routine. There are numerous ways to camp. Some prefer sleeping under the stars, while others prefer to stay in a cabin or tent. Whatever type of camping you choose, you must plan ahead of time.

When packing for go travel camping trip, there is always something that is overlooked. If so, you should look into this travel camping template. Thus you won't have to worry about anything because they come with detailed instructions, all you have to do is follow the tutorial checklists.

Using this travel camping template, you can create your own travel or road trip camping checklist. It includes a step-by-step checklist for constructing each component of your camping trip. You can share your go travel camping with your family and friends once you've planned it.

Here are our tips for camping must-haves for any trip.

Address Change Checklist

What would happen if you missed your checklists for changing your address?

Could you arrange for mail delivery to your new address?

You might be missing out on crucial information if you don't have them, including bills, statements, and other crucial documents.

Checking your change of address is crucial to guaranteeing that your mail is delivered to your new residence or place of business. Follow a set process to inform those with whom you do business that you have moved. They can cancel undeliverable mail, magazines, and catalogs to your former residence as soon as they receive notification of your address change.

You can decide where to send your mail using this editable and printable change of address checklist template.

Clean House To-Do List

A clean house show is your everyday dream. But a deep clean house is a task that appears in your life on a regular basis. It is the person in charge's responsibility to make the task as simple as possible. If you're feeling overwhelmed by the scope of your deep cleaning responsibilities, this template may be of assistance. It's full of tips on how to make deep cleaning easier.

This Clean House To-Do List is a free online editable digital checklist that will assist you in getting your home in tip-top shape in a timely, convenient, and clutter-free manner! As the template is a work in progress, it is constantly being updated to accommodate new content and functionalities.

This template was created to help you stay organized while deep cleaning your house. Deep clean house checklists and to-do lists are included to help you get started.

Additionally, here are a few more simple tips to help you with your Clean House To-Do List:
- Make a system for rotating tasks like vacuuming, mopping, and dusting.
- Divide large cleaning projects into smaller ones, such as wiping down cabinets.
- Remember to clean the furniture, as well as the walls and floors.
- Go through your belongings and donate or discard anything you no longer need.
- Make a list of all the cleaning supplies you'll require.
- Think about deep cleaning large appliances like your oven, refrigerator, and dishwasher.
- When possible, enlist the help of the entire family in the cleaning process.
- Don't forget about exterior tasks like cleaning your gutters and washing your windows.
- Make a time or day of the week to work on your Clean House To-Do List.

Cleaning your home on a regular basis can help to improve air quality, remove allergens, prevent germ spread, reduce stress and anxiety, and improve mental health. Cleaning on a regular basis can also help with clutter, organization, and keeping your home presentable. Professional cleaning services can help ensure that your space is clean, sanitized, and well-maintained, so consider hiring a professional Clean House service if you want to keep your home looking its best.

In the United States, there are numerous Clean House services available. You may be able to find professional cleaners in your area who provide services such as maid service, house cleaning, move in/move out services, or spring cleaning depending on your location. You can find Clean House services near you by using an online search engine.

CRM Requirements Checklist

Identifying your CRM needs is a critical component of any company decision. CRM requirements should be defined, however this might be difficult due to the fact that CRM systems accommodate numerous groups. Before deciding on a system, a corporation must first define its goals. Without a strong grasp of company goals, focusing simply on features and cost might lead to the selection of a system that does not truly achieve intended outcomes.

Knowing which needs are most critical for your firm can help you narrow down your search and save time. If you don't understand why you need a CRM, it's all too easy to become overwhelmed with a system that doesn't help your firm expand. CRM specifications may include faster sales and marketing procedures, integrated analytics and performance tracking, and access to sophisticated capabilities such as VoIP and collaboration. CRMs geared for multinational corporations will have many more functionality – and a far higher price tag.

The number of employees that require access to the platform will also influence the cost. We've prepared a detailed CRM assessment checklist of the most crucial CRM needs to look for when evaluating and comparing suppliers for your business based on our considerable expertise and research. These are the most typical criteria for the ordinary business, however some may not apply to everyone. CRMs allow users to schedule meetings with prospects, leads, coworkers, vendors, and other contacts. A contact management module will usually feature the option to bulk import data, such as from a prior CRM or a spreadsheet. Another feature seen in contact management modules is case management.

Work Efficiency Examples

Work efficiency refers to doing work successfully and in the shortest amount of time possible. Work efficiency practitioners are productive and make effective use of their working hours. They squander very little time and remain focused on the work at hand until it is completed. At the same time, efficient workers save organizations time and money by not wasting resources.

If you work on a project all day, you must have had a productive day, right? Not always, of course. Too frequently, businesses and individuals believe that a busy calendar inherently equals productivity. That is, however, a great way from work efficiency. "Don't associate busyness with efficiency," says New York Times best-selling author Harvey Mackay. Simply being busy does not imply that you have attained job efficiency.

Businesses emphasize the necessity of job productivity, yet many overlook the value of time management and working effectively. As a result, individuals work long hours yet do not see results in an acceptable length of time. As more individuals work long hours without making the most of their time, they develop work burnout and low job satisfaction. Not to mention the missed deadlines and escalating irritation as employees keep their eyes on the clock at all times. However, there is a better way to work.

Chore Chart

Maintaining private duty care is easier if you can help everyone. Make a daily chore list for moms that your family or roommates will like. This memo may then be distributed to everyone in your home or printed and posted in a visible location for everyone to see.
Assigning jobs to different cells will allow you to quickly switch them. To accomplish this, place your cursor over a task, click the symbol that appears to the left of the checkbox, and then drag the task into another cell. You should also be aware that the chart below is designed to be printed. It might not be optimal for printing if your changes cause its dimensions to change.

Examples Of Short And Long Term Career Goals

- How to establish professional objectives that excite people and help them reach their goals?

- What do you truly desire in life?

- Are you pursuing what you believe you should have or what you truly desire?

When it comes to job ambitions, don't be scared to dream big. Writing professional objectives is more than just making sure you don't miss out on chances. It's also crucial keeping oneself motivated and inspired along the way.

Learn everything you can about setting professional objectives, and then write down your long-term career goals on Tracup and store them.

Hierarchy Project Management

Are you looking for a simple way to manage your entire team? If you want to see real results from your project management, then Hierarchical Project Management (HPM) is the tool you've been searching for.

Hierarchical Project Management (HPM) is a method of project management in which projects are broken down into hierarchical levels or tiers. This allows managers to focus their attention and resources on tasks that directly impact the success or failure of the overall project. In addition, this helps teams prioritize tasks effectively and efficiently.

You can start using HPM today for real free. Just try it out and let us know how you like it.

Embed Responsive Video

How can you efficiently insert responsive video into a task?

Everyone has a smartphone and a tablet these days. The demand for websites with high-quality multimedia experiences is rapidly increasing. If you want your website visitors to see your multimedia material in full-screen mode, you must include the necessary media player script tag. In most cases, embedding such tags into various pages of your website takes time. As a result, many developers opt to use external media players rather than spend time updating them. In an ideal world, the embedded player would be responsive, meaning that it would immediately adapt its display settings based on the screen width.

Almost all major browsers now enable responsive media player capabilities. However, certain older devices will not support it adequately. As a result, before implementing the responsive functionality, we recommend that you check the compatibility of your browser version.

Link For Videos

Are you always seeking new methods to boost your internet presence by uploading videos? Are you sick of watching the same videos on Facebook or Instagram again and over? LinkForVideos will keep you entertained since we want to share our knowledge with you.

Every day, we strive to assist individuals to become better online entrepreneurs by providing them with free materials and tips. We have something for everyone, whether you want to enhance your own brand, establish a blog, start a podcast, or even sell an ebook.

Many of us find it difficult to make the most of social networking networks like LinkedIn, Twitter, Pinterest, and Google+. The good news is that video is finally starting to play a role in altering this. Video consumption on social networks surged dramatically in 2017. More importantly, the average video quality on these platforms has greatly increased. As a consequence, in 2017, the number of views per video increased from 50 million to 80 million!

Setting Up Appointments

Do you want a simple method to arrange appointments? You've arrived at the correct location! Set the optimal time for your consumers right now to get ahead of the game.

Team Goals Examples

What are your thoughts on the value of a team?
How do you include everyone in your company's goals?
Is it vital for employees to have their own goals?

You have a team, but no project management software, or want to know more about setting and tracking short-term team goals.

Goals are an excellent method to engage individuals in your business. Almost everyone has a goal in mind when asked what their top objectives are. Taking the initiative over your colleagues and shareholders, on the other hand, is not as simple as it seems. Many of us have little understanding of our businesses' aims and objectives, as well as how we fit within the team. This may be difficult on several levels.

The good news is that there are methods for encouraging employees to take ownership of their organization's aims and objectives, allowing them to become an important part of getting things done at work with their colleagues and shareholders. Explore instances of including people in goal-setting within an organization and how to do it from inside your company's structure or employee handbook.

Remote Workforce Management Software

When you think about freelancing work, your initial thought is undoubted that it is something that only you can perform. However, this notion may be changing! Companies are looking for strategies to raise their 2021 year-end revenue as the number of elements affecting a company's potential to expand and scale grows, including technology, personnel training, and business model changes.

With this in mind, there is a growing demand for software that assists deskilling desk geeks in efficiently managing their personnel. A workforce management software application is the greatest approach to providing your staff with what they want while keeping them focused on production duties.

We've all heard that software is vital for encouraging your team to work together toward a single goal. But how well do you understand these software tools? Project managers also establish standards for how many people may be allocated to each function, as well as time frames for when certain personnel must leave. With so many duties and so many changes on the horizon, it's no surprise that workforce management has emerged as one of the most crucial digital transformation problems we've seen in years. Worse, keeping track of and monitoring all of your team's operations from start to finish can be incredibly challenging.

Workplace collaboration software has become an essential component of modern business operations. Employees may use software to collaborate on assignments, establish time limitations for one other, and more. However, not all businesses can afford to have complete employee benefits departments or IT teams working with each employee. If you run a vertical organization, it's critical that your software strategy accommodates a diverse range of personnel and positions. In this blog post, we'll look at what Workforce Management Software is, who its key rivals are, and how to pick the best one for your business.

Event Planning Project Management Template

Want to get your project more organized?

The templates will assist your team in becoming more organized and efficient in order to begin preparing for your next event. It is intended to assist you in managing the planning and execution processes.

Project Management Tutorial

Enterprise businesses today are striving to become more data-driven and individually accountable. Many businesses are turning to lean Lean to attain these outcomes.

Whether you're a digital marketer, an online marketing expert, or a media veteran, your ultimate goal is to guide your team through the entire process of planning, creating, and implementing a marketing plan. If you're feeling ambitious or want to ensure that your team knows precisely what they're getting into before diving in, this article will coach you through the stages required to become a successful project management guru.

Do you want to ensure that your staff understands what they're doing and how it should be done? Or do you just wish to limit the possibility of project management uncertainty and friction? If you said yes to both questions, this is the post for you! This blog article will go over the three major stages of project management: concept, implementation, and outcome. As well as providing you with some best practices for project management.

Let's face it, life is full with obstacles, and projects are no different. A lack of a structured procedure might be disastrous to your organization. A project management tutorial might help your team get back to work quickly. Here's all you need to know about this kind of training.

The To Do List

The To-Do List is an excellent tool for increasing the efficiency with which you complete your tasks.

The assumption that individuals are excessively busy is at the heart of most mentalities that impede productivity. The To Do List is a free template that can assist people in completing their tasks more efficiently. This article will assist you in getting started quickly.

To Do Lists are frequently seen as an essential component of a daily and weekly routine. These lists are designed to manage your day and ensure that you are continuously prioritizing your duties so that you do not waste time on non-essential things. To do list templates can help you get started with a list with a certain scope.

It is simple to feel overwhelmed. You've known about it for a long, but you've been putting it off. Things on your to-do list that should have been done weeks ago are still there. You're overloaded, and you've lost count of the days and what you're supposed to be doing. Worst of all, it's not even the end of the month yet. But the solution is not to give up; rather, it is to take action. You've collected all of the fantastic ideas, but turning them into reality is challenging. So, what are you going to do? You may not have the authority to move your goals ahead, but you can help yourself by establishing a to-do list template.

Download Videos From YouTube

Some people might ask whether there's an app or something else you should be using to download videos from YouTube. But if you're looking to maximize your conversions, then you'll want to go direct to your project as Tracup did.

Embed Youtube Video

YouTube videos have been included in the work content. However, integrating films into team collaboration is not always simple, particularly if you don't know what you're doing. Even if they appear to be in fine condition, the player itself may include flaws or faults that create trouble. Let's go through how to accomplish it so you don't get disappointed by a terrible YouTube embed.

Using slash commands, you'll insert YouTube videos into the task flow management process. This facilitates the distribution of material across several jobs. We'll walk you through the process step by step.

Customer Onboarding Best Practices

How do you effectively onboard customers? If you don't know the answer to this question, you might want to use this template to learn about what onboarding is and why it matters to your firm.

Customer onboarding is an essential component of the customer experience. The manner in which you greet consumers sets the tone for their whole engagement with your brand. The process of bringing new clients into your firm is known as customer onboarding. This includes informing them about your firm, services, and price.

However, most companies fail because their customer service is inadequate. Their issue begins before they ever contact them. This occurs as a result of a failure to adequately onboard new clients or a poor user experience.

Customer onboarding is an important part of the customer experience. The way you welcome customers sets the tone for their whole interaction with your brand. Customer onboarding refers to the process of bringing new clients into your company. This involves telling them about your company, services, and pricing.

The customer journey consists of five parts. Each step contains a job that is critical to reaching your objectives. For example, if you want to boost income, you should concentrate on improving conversion rates. When carrying out these actions, keep in mind that each one builds on the previous one. As a result, don't forget to assess and enhance each phase. That way, you'll always be one step ahead of the competition.

Manage your clients' onboarding process from the initial meeting through client installation and training. Gain insight into how the onboarding is going, keep track of the time

Efficiency Examples In The Workplace

In the workplace, efficiency often refers to the activities and labor completed by a single individual within a single workday. Typically, activities and work accomplished by a team are included in the notion of workplace efficiency. As a result, in order to be considered efficient, a person must work persistently and intentionally to complete their job.

In fact, efficiency is critical, and a successful firm demands efficacy in its operations. Simply said, efficiency and effectiveness are inextricably linked; efficiency can only be functional if it is effective. In the workplace, effectiveness would be the fulfillment of tasks and goals, or labor completed with the least amount of resources needed.

Another crucial part of learning about job efficiency is learning about productivity and efficiency. The trinity of a successful firm is efficiency, effectiveness, and production. All three principles are interconnected and are hard to grasp if a person's notion is neglected. Productivity is described as the process of being efficient; in practice, productivity is efficiency. Unlike productivity, which measures chronological output, efficiency measures input vs output.

Productivity in the workplace is the practice of optimally utilizing existing resources to deliver the greatest number of quality products or services. Employees that are efficient and productive are the most significant corporate asset. It is also vital to remember that you recruited your employees to boost the potential and revenues of your firm. Furthermore, it is common for your staff to cause a cascade effect that will ultimately influence your consumers and clients. Effective and desirable personnel will most likely deliver superior customer service and client experiences.

When better-improving employees see their peers getting monetarily paid in the same way that they are, they are more likely to respond by lowering their work ethic. The secret to success is to recognize and reward your top performers. And you should devote as much, if not more, work and effort to this as you do to penalizing underperformers.

There is an additional benefit for you as a business owner when you engage with your employees in a good manner: your company's general work environment and bottom line improve. When your firm can share and celebrate its triumphs together, there is virtually no limit to its potential for development and progress.

Every business owner aspires to have a world-class productive and effective crew. It is no secret that if you have contented and self-motivated personnel on whom you can rely without having to constantly watch or micromanage.

Customer Onboarding Best Practices

How do you effectively onboard customers? If you don't know the answer to this question, you might want to use this template to learn about what onboarding is and why it matters to your firm.

Customer onboarding is an essential component of the customer experience. The manner in which you greet consumers sets the tone for their whole engagement with your brand. The process of bringing new clients into your firm is known as customer onboarding. This includes informing them about your firm, services, and price.

However, most companies fail because their customer service is inadequate. Their issue begins before they ever contact them. This occurs as a result of a failure to adequately onboard new clients or a poor user experience.

Customer onboarding is an important part of the customer experience. The way you welcome customers sets the tone for their whole interaction with your brand. Customer onboarding refers to the process of bringing new clients into your company. This involves telling them about your company, services, and pricing.

The customer journey consists of five parts. Each step contains a job that is critical to reaching your objectives. For example, if you want to boost income, you should concentrate on improving conversion rates. When carrying out these actions, keep in mind that each one builds on the previous one. As a result, don't forget to assess and enhance each phase. That way, you'll always be one step ahead of the competition.

Manage your clients' onboarding process from the initial meeting through client installation and training. Gain insight into how the onboarding is going, keep track of the time

Task Flow Management

How do you effectively manage tasks? Is there a method of task management that is superior?

A successful business must be run with tasks. They help us stay organized, plan ahead, and manage our time. They additionally give us a feeling of accomplishment.

There are numerous approaches to managing tasks successfully. Some people would rather use their memory or a calendar to keep track of events. Some people prefer to make notes in writing and tape them to their computer screens. Others still favor using task management software.

Software Development Management

The software industry looks to be ever-changing, with constantly something new to learn. As a result, we are continually seeking and discovering information on a wide range of topics. Learn about the advantages of software development management and how it can be used to increase productivity and cooperation.

Software Development Management is a great class for learning about software engineering and development. This is the definitive guide to working cooperatively, with templates for software engineering and software development.

By designing a software management strategy, you will be able to keep your software development project on track and on schedule.

Event Project Plan Template

What are some of the rising trends in the event sector that might have an influence over the next five years? Let's look at some significant concerns that may affect both participants and planners.

The event business is currently undergoing tremendous expansion and is expected to reach $51.5 billion by 2020. This expansion has brought with it a slew of new issues, such as ensuring that events remain relevant in an ever-changing world.

Aside from technology advancement, new concepts such as pop culture are influencing how individuals live their lives nowadays. People prefer to experience these changes in an immersive setting rather than sitting at home watching television or going to the movies.

A project plan template is an essential tool for project management. It assists you in organizing everything from beginning to end.

Long Term Career Goals

We all have dreams for our futures, but we rarely know what those dreams might look like. Get inspired by these inspiring tips now.

Competitive Analysis Example

Any marketing plan must begin with a competitor study.

To be a successful marketer, you must first assess your rivals' strengths and shortcomings.

You'll be able to identify what makes each organization distinct and why they're successful by using this competition analysis example. Get free access to the best-selling competitor analysis template today!

What Is A Marketing Plan

Have you ever tried to market something without a clear idea of who you're trying to reach?

Are you confused about what the marketing plan template should look like?

The perfect marketing plan template includes these important elements so you can be sure you've got everything covered. Learn more to ensure your success.

Weight Loss Tracker Diary

The weight loss tracker template is a freebie designed to help you manage your weight loss goals. It includes everything you need to track your progress, set goals, and stay motivated.

A weight loss tracker template is a powerful tool that helps you lose weight by tracking your daily calorie intake and exercise. Download it now!

Want to know how to create a weight loss tracker template? Get started today with our step-by-step tutorial!

Smart Goal Examples For Project Managers

Do you struggle with setting SMART goals?

Smart Goals are based on the premise that if you’re willing to do hard things now, you’ll be much happier later, which will help to achieve goals better than anything else out there.

Use these smart goal examples to make sure they stay realistic and attainable. Find out why they work so effectively!

Career Goals Short Term And Long Term Examples

- Do I really know what I'm going to do next year?
- What should my career goals be? Can I change them?
- Is there something more important than having a job?
- How can I improve my life without working?
- What would happen if I stopped working?
- Why do some people achieve their dreams while others don't?
- Who has achieved the most successful career goal?
- What does success mean to me?

If have doubts about some or all of the above, then you should hit this examples right away!

Hiring Tracker

Any solutions that make the recruitment tracking process easier are a need because hiring managers and recruiters are always juggling enormous volumes of data and application information.
We all understand that recruiting is difficult. However, we want to help reduce your tracking process through our hiring tracker template.
Tracup has investigated and interviewed thousands of people from HR department and come up the best tracking process template for our customers. Learn how much more efficient and simple your work can be when using our hiring tracker template!

Drag And Drop File Upload

Drag & drop file uploads allow users to drag files directly from their computer or network share onto the task page they're uploading to. When you drag an image from your desktop to a task, you can preview the image before you place it on the site.

You can also drag text boxes, checkboxes, radio buttons, and other form elements to a task. To add more interactivity to your forms, you can even drag links, images, videos, audio files, and PDF documents to them. Once you've uploaded your files to task, you can easily edit them by dragging and dropping them back into your browser window.

No more tedious copying and pasting! You no longer have to reload the files over and over again. Instead, let our drag and drop capability do the work for you!

Risk Assessment Matrix

Risk assessment matrix is an essential component of any project plan. It aids in the identification and mitigation of potential risks and threats to the project and provides a framework for dealing with them.

Includes risk identification, analysis, control, monitoring, reporting, and response, risk assessment matrix is a methodical and iterative process that entails gathering information from various sources, such as internal and external stakeholders, and analyzing it with appropriate tools and techniques. This analysis produced recommendations for improvement and mitigation actions.

Want to identify and mitigate risks associated with your operation and project? It is critical to note that the risk assessment matrix template should be customized for each organization. As a result, prior to creating such a document, it is critical to conduct a thorough analysis.

Use this free risk assessment matrix template to identify, evaluate, and control hazards, it can be used at any time to analyze risk and control measures, but it is best used before beginning work.

DACI Framework

Making choices may be challenging. The DACI framework for decision-making can be useful.

Slack Project Management

It’s used by thousands of businesses around the world because it allows them to communicate more effectively.

Has Slack just introduced the new project management feature? Use it today and see why it is becoming an essential tool for every business, learn more about it here!

Family Tree Diagram

A family tree is the most often used tool for visually tracing one's ancestors. Each individual is represented by a box in the majority of family tree diagrams, and the boxes are linked to one another to demonstrate relationships. Each box may additionally contain extra information in addition to the person's name, such as dates, places of birth, and so forth, depending on the degree of intricacy required for the family tree diagram.

As a result, you feel more like yourself. Learning more about your forebears, upholding family traditions, loving your culture, and appreciating where you originated from may open your eyes to how precious and unique you are.

Use our Family Tree Diagram template to know the history of your family. It may help you make connections with individuals from the past, present, and future, which can change how you interact with other people.

Continuous Improvement Whiteboard

Continuous Improvement Whiteboard template is a tool to develop with your team. It usually has 4 stages: plan, do, check, and act. It automatically generates into a sustainable routine. That's why we also call it the PDCA cycle.


The PDCA cycle is designed to be an iterative, repeatable process. It can be used and reapplied as many times as necessary to address a problem. Because PDCA encourages continuous improvement, your company may have a major competitive edge over companies in your industry who are happy to keep things as they are.


Another important benefit of the PDCA cycle is risk minimization. The cycle is designed to recognize issues and mistakes as they arise, evaluate them, test remedies, and repeat as necessary.


Now, apply this template to start your journey!

Annual Leave Plan

There are two types of PTO: Paid Time Off (PTO) and Annual Leave Plans. Companies that provide their employees with paid time off (PTO) are generally better at retaining talent because they treat their workers well. While both are beneficial, Annual Leave Plans give employees more flexibility with their vacation days. They also allow them to take their leave over a longer period of time.


An Annual Leave Plan allows employees to take their leave over 12 months instead of 8 weeks. This means they get more vacation days and can take their leave whenever they want.


Use our premade Annual Leave Plan Whiteboard template for people who will do jobs after your leave. Give them a written document to guide future requirements.

Decision Prediction Tree

A decision tree represents the potential consequences of a number of connected decisions. It enables a person or group to compare potential courses of action based on their costs, probabilities, and rewards. They can be used to spark casual conversation or to design an algorithm that determines the best option mathematically.

Create a decision node as the root node for the flow, then create branches that connect to it (for instance: if YES, continue with this approach; if NO, continue with a different set of approaches). Include one or more leaf/final nodes with the decision note.

A Decision Prediction Tree (DPT) is a statistical model that helps us predict the outcomes of decisions. DPTs are used in fields such as medicine, finance, marketing, and politics. The goal of a DPT is to provide insight into the relationship between variables and their impact on the outcome of a decision.

Incoming Creative and Design Request

Congratulations! You've just applied the Creative & Design template. Naturally dynamic, creative teams usually work with several different corporate divisions. Thus, it becomes crucial to maintain a scalable and effective strategy for asset organization, project planning, and execution. This template touches on several Tracup features that boost output, automate processes, encourage teamwork, liberate knowledge, and improve visibility.

The tracking of projects can become more difficult as the range of creative endeavors grows. Visualize development across numerous creative projects with high-level, dynamic views, or quickly drill down to specific project tasks by clicking on them. Team goals are automatically tracked as you link company goals with the tasks needed to achieve them.

Built-in communication and collaboration tools improve how stakeholders and creative teams work together to produce better work. Requests are gathered through forms, and all creative campaigns and assets are reviewed, validated, mocked up, and approved using a single procedure.

Take a Break to Brainstorm

How often do you get stuck on a project or task? If you're anything like me, I'm sure you've experienced this at some point. When working on something, it's easy to get into a rut and become stuck. This happens because our brains aren't designed to focus on one thing for too long. In order to break out of this cycle, take a short break every hour or two. This allows your brain to rest and refocus.


There are several reasons why taking breaks might be beneficial. For example, research has shown that taking a break from work can improve productivity. Another reason is that taking breaks helps us stay focused and alert throughout the day.


Using the Take a Break to Brainstorm template makes it feasible to conduct meetings without an agenda. Use an organized framework to collaborate with others, generate ideas, and discuss lessons learned so that the team can make the most of the meeting.

Project Draft Tools

Using this template will enable you to quickly and easily graphically develop your idea. Real-time feedback can cut down on the amount of time needed for back-and-forth modifications. To help you make the most of this template, the capabilities of Whiteboard tools are highlighted.

Your project can now be drafted using online drawing. Another benefit of this format is the speedy sharing of drafts. Anyone who wishes to quickly take notes, save ideas for later, or share thoughts with others will find this program to be great.

You never know where or when a brilliant idea will come to you. You can save your ideas on an online digital drawing board for later. Without getting into the specifics of the design, you can visualize your idea in the most straightforward manner. With the help of this template, your team and you can design and work together in real-time. Discover this template's beauty and begin drawing.

Decision Making Tree

Consider various consequences when you make your choice as your initial step. Once you've determined that one method is superior to another, consider how to improve it.

Once you think a period is needed to reflect the previous context, take a short break then start individually brainstorming for 3-5 minutes. To assist your team come up with fresh ideas and then tossing them around, consider using this effective strategy.

Use our Decision Making Tree template to make the right decisions with your team. Don't hesitate to action when coming up with a final decision. Also, if a project is rejected, think of possible lessons and resources that might use in the future.

Creative Brief Planner

Use the Employee Intranet Solution Template to establish a secure and productive platform for internal communication! The format of this template encourages clear and consistent project communication. It describes the many techniques of communication used when working on various task assignments.

Clearly define the tasks, objectives, direction, scope, and timing of your project as part of your creative process planning. Are you looking for a way to plan out your day or week without spending hours writing down tasks? The Creative Brief Planner might be exactly what you need.

A creative Brief Planner is a simple tool designed to help you get organized. The app allows you to create a daily schedule, weekly agenda, or even a project timeline. This app helps you stay focused on your goals by helping you organize your time. Whether you want to write a book, start a new business, or simply improve your productivity, Creative Brief Planner has got you covered.

Classroom Seating Chart

Use this Classroom Seating Chart template to help you track students' seatings. Tracup has implanted 4 different types of seating structures. Pick the one that fits your situation. Or you can create your seating structure with our whiteboard feature.

For teachers, it is important to know the accurate seating structure of students. Then they can organize and manage students. Either creating study groups, or interest groups.

Especially for new teachers, making a classroom seating chart could help them remember students with their names and performance in class. Easily build a useful chart with our premade template.

Fill in student names, and adjust seat locations. You can expand the box to write down more information.

Ice Breaker Printer

An ice breaker is a great tool to warm up an event especially if participants don't know each other a lot. Ice breaker can get people talking, warm up a conversation, introduce a topic, and keep everyone interested in the meeting.

Generally, we set this activity at the beginning of a meeting to have the best effect. However, it is not a stereotyped activity. You can throw it at any point in a forum. The most significant purpose of this activity should be brain engagement. Try to be simple and funny.

Tracup has created this Ice Breaker Printer template to visualize an ice breaker event. Imagine a paper of questions getting into the printer and coming up with answers. Share this template with any other participants and build connections with them!

Content Matrix Visual Tool

When organizing and evaluating their content inventory, content marketing teams frequently use a content matrix as a visual aid. The purpose of a content matrix is to assist a company in meeting the needs of its target market at each stage of the buying process.

Enables teams to evaluate their content efforts in accordance with their goals, allowing them to develop a more specialized marketing approach. explains the purpose of each content characteristic in a team's campaign portfolio, enabling sub-teams to know what each effort is meant to achieve. enables teams to prioritize and deprioritize advertising activities based on the stage of the buying cycle that their target market is in.

With the help of Tracup's Content Matrix Whiteboard template, you can make your marketing efforts visible, focused, and simple to understand. With the help of this template, you can easily work with your team and see each piece of content in the context of where your clients are in the buyer's journey. Let's have a look at the template's appearance.

Timeline for a Creative Project

When starting a new project, it’s important to plan ahead. This ensures you don’t waste too much time or energy on something that won’t turn out well. There are several ways to determine how long a project should take. The first step is to figure out how much time you want to spend on it. Then, divide that number by the amount of work you expect to complete.

Researching what you want to do is the first step towards accomplishing anything creative. You need to know what you are doing before you start. If you don't have any idea where to begin, then research is the best place to start. There are many ways to go about researching your project. One way is to look at the internet and search for information on your topic. Another way is to talk to people who have done similar projects. Ask them questions and find out how they did it. Also, ask yourself if you really want to do this project. Is it something that you would enjoy? Do you think you could pull it off?

Once you have researched your project, you should now plan out how you are going to accomplish it. What are the steps involved? How long does it take? Are there any materials you will need? Once you have planned out your project, you can start making lists of things you will need. Make sure you have enough time to complete your project. Don't underestimate how much time it takes to make something.

Now that you have everything you need, you can finally get started! Start working on your project. Try not to rush yourself. Take your time and work slowly. When you feel like you've gotten stuck, stop and re-evaluate your progress.

When you're finished, you'll have a great project to show off. Now that you have completed your project, you can share it with others. Post pictures of your project online and tell everyone about your creation.

Pros and Cons Analysis

The Pros and Cons Analysis Template may be used to list all of the benefits and drawbacks of a certain choice. Think about the advantages, successes, and victories you want to achieve as well as the costs, dangers, and unfavorable effects of your choice.


To better understand the potential effects of your choice, prepare a list that covers all sides of the debate. Making an impartial list of the benefits and drawbacks might help you compare each benefit and drawback to the others. Then, you may confidently offer your choice and provide a compelling justification for it.


The list of pros and cons might help you decide more wisely and assess potential outcomes. It's crucial to understand that you should do a qualitative analysis of this list. You shouldn't let the precise amount of benefits and drawbacks affect your choice. Remember that there are no right or wrong solutions when making decisions, and that most choices have both good and bad effects.

Brand Book Guidelines

Brand Guidelines are a collection of principles that may be used across your brand to establish standards for how you present your brand to the public. Brand Guidelines include your company name, your business, your brand logo, do's and don'ts, color mixer, and typography styles.

Using this template, you can develop a free brand identity and present your brand in a professional way. In the company section, include your brand's narrative and other pertinent information. In the mission box, state your mission and goals as they relate to your brand. In the brand logo box, put your logo that can be used in your advertisement. In the logo practice box, specify the practices you permit for your brand logo. In do's and dont's, specify the guidelines for using your brand assets. In the color mixer box, specify the color palettes that will be used for your brand. In the typography, specify the fonts that will be used for your brand.

Now that you know how to use each aspect, all you have to do is use your imagination and your brand assets to create your own Brand Guidelines. Use this Tracup Brand Book Guidelines Whiteboard Template to bring your team together and get things started!

Blank Mind Map Whiteboard

A blank mind map whiteboard is a tool that helps you organize your thoughts and ideas into visual form. This allows you to see the big picture and get a better idea of where your focus should go.


This is an excellent way to brainstorm new ideas or plan out projects. There are several ways to create a blank mind map white board. Tracup chose one of the most convenient one: centralized key ideas; sub-ideas around; more thoughts adjacent to sub-ideas.


Use this Blank Mind Map Whiteboard Template to generate your brilliant ideas with your team. Follow the steps to build a business map of your plans.

Backward Planning Whiteboard

Backward planning, commonly referred to as backward design or backward mapping, is a method for laying out the deliverables needed to meet particular objectives. Teachers and instructional designers have utilized this procedure to carry out learning objectives and organize their teaching strategies. However, this approach may be useful for everyone who has a task or a goal to fulfill.

Backward planning is primarily driven by the principle of starting with the end in mind. This approach starts with putting down the objective you want to accomplish, followed by an outline of the deliverables required to fulfill the goal.

Utilize Tracup's Backward Planning Template to reach your objectives. To achieve your objective, efficiently lay out your strategy and see the schedule for each action. This template will guarantee that a project is doable and reachable and that no deadlines will be missed.

Online Card-Sorting Tools

Whiteboards are designed for group work. Create whiteboards to keep track of your sprint planning, generate ideas for marketing collateral, or facilitate collaboration among distant students.

A Whiteboard view called Card Sorting can be used to begin understanding how a user or group of users categorizes topics. Card sorting is a tool that may be used to create or evaluate information architecture. Participants in a typical card-sorting exercise group problems into categories that make sense to them. Card sorting can be done with paper, real playing cards, or one of the many online tools that are available.

In this instance of Tracup, Card Sorting is displayed on a Whiteboard template. The card sorting process will be quick and accurate thanks to the template's structured elements. For your benefit, a legend is also included with this template.

Affinity Diagram Workflow

Affinity diagrams are easy to make, they may assist you in organizing your thoughts, and they can provide a report that compiles all the data you've acquired. You may find connections between groupings of thoughts and categorize them according to the kinds of associations they have by using the affinity diagramming approach.
Create an affinity diagram by starting with a single category or area of concern. Once you've run out of brainstorming ideas, break them down into subgroups, which can subsequently become their category.
Determine the subject and provide the team with background information. Invite everyone to participate and ask them to suggest a few ideas. To classify the concepts, evaluate each one and look for a unifying theme. Make sure everyone agrees with how the ideas are organized by discussing them with the team. Put the most important part into the Final decision section and start to execute!

Getting Started Guide

The tasks you must do for a certain project or result are listed in an action plan template. An efficient strategy to manage your tasks and maintain your concentration and direction toward your goals is to create an action plan.

You can complete your overall plans and have the assurance that everything will get done if you divide larger goals into smaller tasks. List all the steps you must take to accomplish your objective. Consider the procedures, phases, and other requirements. Examine your list and make sure that each item meets all the requirements for completion.

It's simple! Simply enter your tasks by typing them on the sticky notes that have been put in the appropriate status. Sticky notes can be easily moved across the board and placed in the appropriate row where the task is due and the appropriate column where the task's status is displayed.

BCG Matrix Whiteboard

Use our BCG Matrix Whiteboard template to visualize a decision-making process. It is a business planning tool used to evaluate the strategic position of a company's brand portfolio. It is also known as the product portfolio matrix. Strategic decision-making is an important phase in any firm. Determine which items are experiencing high or low growth and market share.

Apply this template and set it in a comfortable size by dragging the corner dots. Insert pictures or texts about products, which could be your products or competitors'. Move and place them into the right box. Then you will have a distinct comparison of those products.

A BCG Matrix Template can also assist you in giving a comparison of brands/products from various firms, forecasting possible market share and growth outcomes, or evaluating a competitor's position based on market growth/share.

SWOT Analysis Example

What exactly is a SWOT analysis? Is it of any use? Why should you use it to research your competitors?

Strengths Weaknesses Opportunities Threats (SWOT) analysis assists businesses in determining their strengths, weaknesses, opportunities, and threats. SWOT analysis enables businesses to gain a comprehensive understanding of their competitive environment. This data can then be used to create strategies and plans for improving performance. A SWOT analysis can also assist managers in identifying areas within their organizations where they can add value. For example, a company may want to examine its competitors' strengths and weaknesses to determine where it can improve or whether its current offerings are adequate to compete successfully.

How to conduct a SWOT analysis? Why not use this free template right away?!

Alignment Chart Judgement

Morality is often considered to be a personal choice, but it also has social implications. The way society defines morality influences the way individuals behave. In today’s world, moral decisions are constantly being challenged. This means that the lines between good and bad behavior are becoming blurred.
You will need 9 images/texts to use this template, which must be categorized depending on the tile displayed on the whiteboard. The images/texts can be of people, locations, events, or pretty much anything else. Each tile stands for a distinct moral and ethical perspective.
Identify the content you gonna put in, whether it's good or not, legal or against the law. In this way, you will have a better understanding of the attitude towards someone, something, or some places.

Adjacency Matrix Birdview

How to build a house that meets your and your family's favor? How to aviod running all around the house for one little staff? These are some common questions that come up when someone plans to construct a new house.

Building a house involves a lot of things. It requires a lot of time and effort. In addition, it also requires a reasonable adjacency of rooms. That's why we build this Adjacency Matrix Birdview template. We tried to apply mathematics in real life by using adjacency matrix for your house building.

Finding the most suitable room adjacencies of your house. You may want to make kitchen adjacent to your dinning room to enjoy cooked dishes right away. Build the best house and invite your friends to come!

2022 World Cup Schedule

The FIFA World Cup, the biggest sporting event in history, will begin on November 20 in Qatar when the host nation plays Ecuador.

The first edition of the FIFA World Cup was held in 1930 in Uruguay. Since then, the tournament has been hosted by various countries around the world. The most recent event was held in Brazil in 2014.

The biggest sporting event in the world, the FIFA World Cup is upon us, with play set to kick off in Qatar. And in order to help you ready for the biggest competition in the world, Tracup whiteboard put together a primer for the fan. From timeline of competition and 32 teams and some of the more obscure events to follow.

5 Whys Root Cause Analysis

Use this 5 whys' stucture template to helps identify the root of a problem, understands how a single procedure can result in a number of problems, demonstrates the relationships between several primary causes, and create highly effective without complex methods.
The five whys method of problem-solving focuses on the root causes and consequences of particular problems. The primary goal is to determine the root cause of a problem or fault by continuously asking "Why?" Anecdotal data suggests that it usually takes five tries to get the answer to the question "why," which is why the number five is included in this phrase.
Think carefullly about all the causes and consequences of your problem. What are they potential reasons that would impact your work, life, or family. By collecting every piece of 5 whys, you will be able to come up the root cause of your problem, and solve it!

Design Outlines Board

A board outline is a visual representation of the structure of a presentation or project. It helps organize information and makes it easier to follow.

When designing a board outline, you should consider the audience and purpose of the presentation. The outline should also include the main points of the presentation, the order in which they appear, and the key messages.

Design outlines are a great way to get started on your next project. They allow you to plan out your ideas before starting to draw them. You don’t need to spend hours drawing each element of your board. Instead, you can create a template using our template and then simply copy and paste elements from it into your sketchbook.

Design Concept Diagram

A graphic tool that aids in organizing all the design-related information or ideas that are put forth during a brainstorming session is a design ideation diagram. Each category's concept owner is also displayed.

Similar to the Ideation concept, Design Ideation involves gathering many ideas during brainstorming sessions and sorting them to choose the best and most workable approach for creating a new strategy, product, or design. The team's ideas are grouped in Design Ideation according to their owner. You are making it easy to follow and talk about each idea.

Where credit is due, credit is given. Teams are expected to give feedback and their opinions on one another's ideas. Your team may better organize and communicate their thoughts and points of view when using the Design Ideation template from us. With the toolbar on the side of the screen, this whiteboard tool offers adjustable views, various features, and a legend that instructs you on how to utilize the template.

Essay Outline Example

You have probably heard about writing essays before but do not know how to start one or even what an essay really is.

In this article, we will help you understand what makes an essay so valuable and why it is important to master its art. We are going to give you some tips on how to write an effective essay.

An essay is a short piece of academic writing that analyzes a topic from various perspectives. It usually has a thesis statement as its main point. A good essay should be informative, persuasive, and interesting. To write a successful essay, you must first decide what kind of essay you want to write.

There are many different types of essays including expository, argumentative, descriptive, narrative, etc. The most challenging component of essay structure for many students is deciding how to organize material inside the body. An essay is always divided into three sections: introduction, body, and conclusion. This template and suggestions to assist you in planning your essay, deciding on a framework, and rationally organizing your facts.

A great thesis statement should be short and sweet. Get the best thesis statement examples right away!

Battlecard

A battlecard template that sales teams may use to quickly mention rivals to clients.

Communication Plan

Use this template to create a quick communication plan for the next speech. List several key points and communication flow in it!
Professionals frequently make preparations for significant tasks, including interacting with important audiences. Learning about the target audiences and employing strategic message and distribution methods to effectively engage them are both part of communication planning. Understanding the value and benefits of communication planning will help you establish a solid foundation for fostering connections with both internal and external partners. In this post, we define communication planning and outline the procedures for interacting with coworkers.
Planning your communications is crucial because it may forge lasting connections between your company and your target audiences. You may keep the company's reputation in good standing by paying closer attention to how stakeholders or customers can interpret statements. Planning can also help you make sure you stay in regular contact with important organizations. You can refer to the plan to serve as a reminder to send updates and follow up with people who can help the group expand.

Simple Strategic Plan

A straightforward, one-page strategy plan that can assist your team members understand what is occurring and why.

Technical Specification

Use this template to write descriptions of new features or products from a technical standpoint.
Technological specifications, sometimes known as tech specs, are written descriptions of new features or products from a technical standpoint. They typically discuss the purpose, importance, construction process, and functionality of the feature. Tech specifications are used by the product and engineering teams to coordinate their efforts.
Why is writing a technical spec important?
Everyone participating in a project, including the engineers who create them, the teams that utilize them, and even the projects whose designs are based on them, benefits greatly from technical specifications.

Flight Checklist

Do you frequently forget something vital when flying? When traveling, you should never forget anything, whether it's your passport or your boarding pass.

Many people have forgotten to travel because of the ongoing COVID-19 epidemic. As you may be aware, airlines ask travelers to check their luggage at least three hours prior to departure. But did you know you also have to print your boarding pass? If you don't have time to print it, the airline's website offers a free template.

With the gradual opening, it is surprising how unexpected flight travel can leave you speechless. There is a long list of things you should consider before taking a flight.

Most people find traveling to be very exciting. Packing, on the other hand, is a chore. And if you forget to bring those important items or documents with you, your vacation may be cut short.

Take the stress out of traveling with this flight checklist template, which includes everything you need to know before you leave, from confirming your airport transfer to remembering to bring your phone charger.

This flight checklist template will provide you with useful packing tips and other guidelines for a successful and enjoyable trip.

New Recruit Checklist

Use this template to smooth your new recruits' onboarding process and help them fit into the teams ASAP.
Include everything a new employee needs to know on your checklist. Ask for opinions from a variety of team members as everyone will probably have some suggestions. The checklist may be given to your newest team member or kept in Tracup. Better still, include it into the creation of a Tracup template that you can duplicate and modify for each new job.
Ask your new team member what they enjoyed and found puzzling about the onboarding process once you've completed it. What do they wish they had known but didn't? The next time you hire a new employee, you may utilize this input to streamline the process.
You may gradually begin creating department-specific hiring checklists for your new employees so that you can get more particular about the procedures and equipment that are crucial in certain jobs. You'll observe that new hires quickly become productive and have better tools at their disposal as time goes on.

College Application Checklist

A full College Application must include several components, and each college has somewhat different requirements. In general, you can use this checklist to keep track of the requirements, chores, and due dates for your college application. You may then check each college's web site to ensure that they have received all of your applications.

Check with your school counselor and recommended instructors to ensure that their sections of your college application packet are complete. Your name, email address, phone number, high school and college credits, test scores, and other personal information will be required. Your SAT and/or ACT scores must be sent directly to the college by the College Board or the ACT. Your school counselor will submit Parts C through E below. The official high school transcript lists all of the courses you've taken, as well as your grades and credits.

After the first half of your senior year, colleges typically request an update on your grades from your guidance counselor. The grades from your junior year are the only ones on your transcript.

There are also services that allow you to fill out a single online application and submit it to multiple colleges, such as the Coalition Application, Common Application, and Universal College Application.

Root Cause Analysis

Use this template to find out the deepest reason that causes a problem. Then work with your team to solve this problem.
Consider that you are developing software. What should you do if a consumer is having trouble logging in? One simple solution could be to ask them to create a new account.
However, such remedy does not deal with the core reasons, i.e. what brought about the login problems in the first place. We neglect a problem's underlying causes much too frequently in business. We concentrate on the issue's symptoms. Alternately, we choose the simple solution and disregard the problem entirely while coming up with fast fixes.
Instead, you may more accurately pinpoint the underlying reasons by doing a methodical examination of the issue. Instead of guessing, a root cause analysis looks for data or evidence to explain why something occurred. Your team will have a better understanding of what happened and why by locating the actual cause of the issue. By taking precautions to avoid difficulties from reoccurring, the team will get stronger.

Porter's Five Force

Use this Porter's five forces template to identify a company's strengths and shortcomings in relation to its competitors.
Spend some time developing the five forces with your team. Talk about each one in depth so that everyone on the team who is affected understands your stance.
You'll probably discover that some team members can provide viewpoints that others can't.
You will improve team alignment and collective intelligence with this practice. Clarifying a team's position's strengths and weaknesses using Porter's Five Forces method.
Once you have decided where you stand in relation to these five influences, convey your position by documenting it in a centralized knowledge management system. Your team may create a more strategic course of action by doing this. In the future, you might find it useful to go back and review them to see whether you've made any progress.

Product Positioning

Your product or service's unique selling point is its product positioning. Does everyone in your company know what it is?

Investor Letter

Regularly communicating with your investors by letter enables you to keep them up to date on what you're working on, why, and how they may support you.
At Tracup, we send our investors a letter every month (and, of course, keep a record of them there for easy access to earlier letters). We've discovered that it's a fantastic way to unite in support through trying times and rejoice as a group in happy times.
In addition, it saves them from having to contact us directly or travel to meetings to learn what we are working on, why we are working on it, and how.
Investors may view the updates at their own convenience because they are asynchronous.Give investors a sense of what you’ve been working on, how it’s been going, and where you plan to head next. This should include wins as well as challenges.

Marketing Campaign

Use this doc template to hold a successful marketing campaign from beginning to the end.
The easiest method to ensure that your marketing efforts go well is to thoroughly record them. Everyone will be aware of their responsibilities, how to handle them, and when to do so, thanks to clear documentation.
A campaign goal may be identified and communicated with the aid of good documentation, ensuring that everyone is working toward the same objective.
Finally, it's simpler to determine whether your campaign was successful or whether your hypothesis was true after it has gone live if you have recorded your aim or hypothesis.

Postmortem

In software, bad things do occasionally happen. What matters most is how you use what you learn from postmortems.

THESIS STATEMENT EXAMPLE

What is a thesis statement?

How to write a thesis statement, and it's for a research paper?

Are you looking for thesis statement examples that work?

If yes, then your search ends here. We've put together a collection of templates to inspire you to write better.

Thesis statements are one of the hardest parts of writing because they play a crucial role in building the main idea of your essay or paper. Your thesis should stand out from the rest of your argument, and therefore, you'll want to make sure you get the words exactly where you want them.

A thesis statement is a brief sentence that summarizes your essay's primary point. It must answer the current question and be succinct and clear. Typically, the introduction paragraph of the article thesis statement comes first.

Here are some templates for sample thesis statements to get you started. Select one that is appropriate for your topic and writing style.

Online Genealogical Tree

A family tree is the most often used tool for visually tracing one's ancestors. Each individual is represented by a box in the majority of family tree diagrams, and the boxes are linked to one another to demonstrate relationships. Each box may additionally contain extra information in addition to the person's name, such as dates, places of birth, and so forth, depending on the degree of intricacy required for the family tree diagram.

It describes your beginnings, your family, and how it has evolved. As a result, you feel more like yourself. Learning more about your forebears, upholding family traditions, loving your culture, and appreciating where you originated from may open your eyes to how precious and unique you are. Family trees are used to establish property rights and inheritance rights, and they are often used to prove or disprove important legal claims.

It encourages collaboration among people. Knowing the history of your family may help you make connections with individuals from the past, present, and future, which can change how you interact with other people.

Singapore Startup Entrepreneur

What are the advantages to be a Startup Entrepreneur in Singapore offshore?

An offshore company is formed when a company incorporates in a jurisdiction other than its primary place of business or where its primary investors are located.

Singapore has a strong international reputation as a good place to invest and do business. Singapore companies have no capital gains or dividend taxes, and Singapore's corporate income tax rate is 17%. Singapore offshore companies have access to a wide range of banks, fintech, and payment platforms. While many banks require an individual to be physically present in Singapore to open an account, there are also business account options that do not. Corporations are not permitted to serve as directors in Singapore (they must be natural persons).

Singapore offshore company name approval does not result in the creation of a trademark or other intellectual property protection in that name in Singapore. At least one shareholder must be present, who can be either local or foreign, and the minimum share capital is S$1. A registered address in Singapore is required for a Singapore offshore company to be incorporated.

STEALTH STARTUP COMPANY IRELAND

What is the most effective way to stealth start up a company?

Many entrepreneurs struggle to start their businesses from the ground up because they don't know where or how to begin. Here's a template for determining the best location to incorporate your company and explaining how the Ireland business entity simplifies things.

If you want to start up a company in EU then go globe, you will need to register an Irish company in addition to starting a new business.

Many new companies gained benefited from the Stealth Startup Company Ireland Template, it's also completely free! Click it to find out why it's the quickest way to get started.

Startup Entrepreneur Programme

Are you looking for ways to start your own business? If so, you should take a look at this Start-up Entrepreneur Programme template, it is designed to help you get a head start in entrepreneurship and build a successful business.

The Irish government established the Start-up Entrepreneur Programme (STEP) in 2012 to enable creative entrepreneurs to apply for permission to start their businesses and live in Ireland permanently.

You may apply for STEP if:
- You are a person of good character.
- Have never been convicted of a crime in any jurisdiction.
- Have the required €50,000 funding available
- Have an innovative business proposal.

We developed this template because we believe that anyone can become an entrepreneur. Your mindset is the only thing standing between you and success. Our goal is to give you the tools and resources you need to develop an entrepreneurial mindset.

Pitch Deck Examples

Selling investment opportunities all over the world can be daunting at times. Many entrepreneurs struggle to raise capital because they don't know where to begin or how to effectively present their ideas, even pitch business clearly at the elevator in 120 seconds.

A great business pitch will demonstrate to investors why your company stands out from the crowd. That way, they can see why you deserve their money.

The Sequoia pitch deck examples should be used in all pitch decks, even if a business elevator pitch. Sequoia pitch deck examples have become standard startup material. They are not new, but their popularity has grown in recent years. What makes these decks so powerful? How do you go about creating your own in order to obtain funding?

Startup companies regularly have limited resources and must make the most of what they have. A business pitch consultant can assist them in making the most of their time and resources by advising them on how to create a powerful and effective pitch. The consultant can assist the startup in developing a strategy for communicating their message and ensuring that their pitch is appealing to their target audience. They can also advise you on how to structure your pitch and what content is most important to include. The consultant can also provide feedback on the pitch and suggest changes. Finally, as startups strive to make a lasting impression on potential investors, a business pitch consultant can be a valuable resource.

Pitch your business ideas to succeed, you'll find everything investors need to know and why to care examples template for free.

Aside from business pitch samples and templates, other services that may be able to assist you with rise financing include using alternative lenders or crowdfunding platforms, as well as leveraging the resources of private equity firms, venture capitalists, angel investors, and family offices. There are also programs that provide small business grants or low-interest loan programs. Furthermore, it may be possible to collaborate with an incubator or accelerator, both of which frequently provide access to funding and resources. Below are some typical references.

Promotional Materials Design

Considering a design for your advertising collateral? Draft your drawings using this Tracup Whiteboard template! A promotion is a marketing strategy used by companies to boost sales of a particular product or service.

A promotional advertisement's objectives are to raise brand recognition, increase sales, and inform customers about the company's new products or services. Strong advertising broadens the client base for your company, helping to increase brand recognition.

As more people get familiar with your goods, it will be simpler to convince them to buy them, boosting your sales. Use the Tracup Promotion Whiteboard template to create compelling advertisements. With its adaptable features, the potential is only limited by your imagination.

Precedence Matrix

Do you know how to prioritize your time and resources? It’s important to be able to distinguish between essential and non-essential tasks so that you can focus on the ones that are most important.

You may use the Precedence Matrix to rank things based on how they will affect users and how much work it will take to implement them.

Presented on a Whiteboard is a Precedence Matrix template. It is a great tool to use for evaluating processes, changes, and many other things. When items are plotted in the 3x3 matrix, prioritization of the items is simple. Numerous challenges may arise as your firm develops, and you may not be sure which to handle first. Use this template to help you prioritize your tasks.

Plan-do-check Action Cycle Process

A visual tool known as the PDCA Process, often known as continuous improvement, divides all tasks into four stages: plan, do check, and act. It divides activities into smaller segments to pinpoint the process's most important phase.

A management strategy called the "plan, do, check, act" (PDCA) cycle is used to constantly improve a company's products or operations. Use the PDCA method to decrease waste and boost efficiency while seeking continual improvements.

The PDCA cycle is designed to be an iterative, repeatable process. It can be used and reapplied as many times as necessary to address a problem. Because PDCA encourages continuous improvement, your company may have a major competitive edge over companies in your industry who are happy to keep things as they are.

Action Plan Whiteboard

Some people would ask what an action plan is. In fact, it aids in enhancing collaboration planning and is a crucial step in the process of strategic planning. Action plans may be used by people to design a strategy for achieving their own personal goals in addition to project management.


Action planning isn’t just for entrepreneurs; anyone can benefit from creating an action plan. Start your journey with this simple template, which will help you set goals, identify strategies and track progress. With this guide in hand, you’ll be well on your way to taking effective action.


Tracup team has created this great action plan template in our whiteboard workspace. Use this template to identify your daily, weekly, monthly, and quarterly action plans. Also you can use this template for a bigger group of people in your company.

Decision Approval Matrix

How would you rate your decision making skills? Are you good at making decisions or do you struggle with them? If you answered yes, then you might want to check out the Decision Approval Matrix (DAM) that created by Tracup for helping organizations improve their decision-making processes.


The DAM is a simple tool that helps leaders identify strengths and weaknesses in their decision-making processes and provides recommendations on how to improve.


Use this template to list important activities for your superiors to approve. This template will show each process clearly for your manager, VP, president, and CEO. You can also change job titles to fit into your reality.

Heuristic Analysis in Design Review

A tool for design evaluations is the Heuristic Review template. It offers an overview and a place to start for the dialogue surrounding your design and aids in defining areas for debate by outlining general guidelines.

Experts employ broad criteria in the Heuristic Review process to evaluate the usability of user interfaces through separate walkthroughs and identify issues. By utilizing the well-established heuristics and insights provided by evaluators, design teams may enhance product usability from the start.

It assists in reducing design defects to increase usability. Ensures that a user interface for a website or mobile application, for example, is effective. Before each product introduction, a review and assessment are essential procedures. To guarantee that your product will perform successfully in the market, be sure that every feature has been evaluated internally.

2X2 Priority Matrix

A fantastic method for developing a visual framework for deciding which projects or activities to work on next is the 2x2 Priority Matrix. This has four quadrants with importance and priority being the two elements to be taken into account.


Once all of the tasks have been posted on the board, begin evaluating them and place a notepad in each quadrant according to the category it belongs to, such as Low Priority, High Importance; High Priority, High Importance; Low Priority, Low Importance; etc.


This 2x2 Priority Matrix Template might be the most common tool for your workflow management. Apply this template and share with your colleagues!

Stakeholder Analysis Matrix

When you have a stakeholder analysis matrix, you are able to identify who has influence over your business. This helps you better understand their goals and motivations.


This tool allows you to create a visual representation of your company’s stakeholders. By understanding who they are and why they matter, you can develop strategies to improve relationships and increase profits.


Use this template to identify your important stakeholders. Recognize how your stakeholders are interested in your company and how much influence they have over its development.
Plot their identification in the matrix using the two requirements.

Loom Competitors

Are you still using Loom? Time to try a completely free alternative right away!

Weekly Menu Planning

Decide what you'll eat this week using our premade Weekly Meal Planning tempalte, and then use that table and checklist to identify the ingredients you already have and those you'll need.
You might not have all the spices and ingredients on hand when you try a dish for the first time. Checklists are included in our menu planner for the ingredients you'll need to execute your culinary vision.
By using our Menu Planning template, you are more aware to find ingredience that are required for each dish. It is simple to reduce food waste. By using this meal planning template, you can keep food off the trash and on your table.
Finally, we also created some daily neccessaities check list for you. Feel free to add more and check this list everyday!

How To Reconnect With Old Clients Email

How can you re-engage customers following the coronavirus pandemic? Email marketing is one of the most efficient strategies to reconnect with previous clients and consumers. We'll go through how to utilize email to reconnect with old clients.

When reaching out to previous clients, use these guidelines to assure your success:

1. Organize customer information in a CRM: Use a field service CRM to store and retrieve their information, such as an email address, the services they have previously engaged you for, or even something more personal, such as the name of their pet. This allows you to customise each email to the client and verify that you have the correct contact information.

2. Increase client loyalty by sending thank you letters to show that you care. That way, you may have continuing communication with a client, and they'll be less shocked if you check in later to inform them about a new service, package, or offer.

3. Communicate often and effectively: Maintain effective customer communication management with current clients to wow them and offer your company a professional advantage over the competition. Send appointment reminders and keep them updated throughout the project. They'll be more inclined to respond to subsequent follow-up emails.

4. Make sure to provide value by carefully selecting the clients you contact and delivering them relevant information or news about your company.

5. Follow up if you don't hear back, especially if they first contacted you for a price or estimate. Your first email might have been misplaced, overlooked, or forgotten. It's worthwhile to send a reminder if it makes the difference between accepting another contract and putting in the effort to locate a new one.

Time In Project Management

How long should I devote to each task? How long should I wait before beginning a new task? When should I solicit feedback from my team members? Should I give them feedback right away or wait a week? These are typical project management questions.

Furthermore, how much time does it take to manage your inventory? You may have to spend hours each day manually updating your database or entering data into spreadsheets if you don't have a good system in place. This can be a time-consuming and inefficient process.

Project management is the planning, organizing, leading, and controlling of projects and tasks. It is also referred to as project management. There are numerous project management methodologies, such as agile and waterfall.

To run a successful business, you must be able to efficiently track your inventory. The problem is that inventory management can be time-consuming and tedious.

You must be able to accurately record information such as the amount, price, location, and date of purchase. You must also have constant access to this information.

We believe that project management is a critical component of running a successful business. The ability to effectively manage projects is the key to success.

There are numerous software tools available to help you manage your inventory. These programs, like Tracup, allow you to enter and update data in real time. Get it started right away!

Reconnecting With Old Clients Email Sample

The world will never be the same again after COVID-19. Consider what has changed momentarily, permanently, and fundamentally in the context of customers, partners, capabilities, rivals, and situations.

Even if COVID-19's influence is reduced and the government gives you the go-ahead, you must still decide if, how, and when to restart your firm. The prudent approach is to restart just the bits that are likely to succeed. Then, methodically, progress through virtual steps before real steps, overcommunicating emotionally, intellectually, and inspirationally along the way.

Consider scenarios as well as your strengths, weaknesses, opportunities, and threats to gain a new perspective on your leverage points and business concerns at this moment of inflection, as well as how they effect your strategy, organization, and operations.

You won't be able to accomplish anything unless you can manufacture, transport, and support your product or service. Ascertain that your supply chain, distribution network, and team are all prepared, willing, and able to go.

Then prepare to market and sell. This will necessitate a relaunch of your marketing/sales funnel. The world has been reset for everyone. Everyone is reconsidering their options. Don't expect your consumers to return on their own. Instead, rebuild awareness and then interest so that you're in their consideration set when they want a product or service similar yours, and then take that into action by reconnecting with previous clients via email and restarting your business after COVID-19.

Assessment Report Doc

An assessment is an evaluation carried out to determine the abilities, traits, or attributes of a person or an organization. Nearly every industry uses assessments on a regular basis, and there are several kinds depending on the technique, objectives, and population.


Regardless of the subject you are requested to examine, you will almost certainly be required to provide a report summarizing your findings. It is crucial that you understand how to write an accurate evaluation report.


Use our Assessment Report Doc template to built a professional assessment report for your new program or investment plan. Investigate and discuss with your business team for a comprehensive assessment report. Good Luck!

Interview Scorecard

Employers who use effective hiring procedures can find the best candidates for open positions. Ranking candidates may be aided by using interview scorecards. It's important to comprehend how scorecards function throughout the hiring process, which calls for writing and teamwork abilities.


Tracup offers a Interview Scorecard Template and an example for HR to filter and record interview process. As interview scorecards provide a consistent way to evaluate each job candidate, you can increase the consistency of your ranking results.


With this template, you can rank both of the candidates' answers on the same scale. To remove unconscious biases, this consistency is particularly helpful when comparing candidates throughout the interview process.

Individual Project

Staff from all departments often use different group or team project templates, however, it is more convenient to create an individual project file to connect multiple tasks and assignments. With a well-developed project plan, you can complete every project successfully.


A manager can use this easily accessible project tracker template to keep track of projects by category and employee. Using this simple individual project management template, you can streamline your project planning.


Tracup designed this template, particularly for individual project management. From macro to micro, from group to individual, Tracup prepares all kinds of project management templates for you to choose.

Daily Focus and Energy Tracker

If you're the type who enjoys getting up early, you might discover that your energy and concentration are at their highest during those early hours. You might also be a night owl and discover that you're in the zone at one in the morning, working on a project while everyone else is sleeping.


Armed with Tracup's Daily Focus and Energy Tracker, you could begin to change your schedule in an intelligent manner. You could schedule your most challenging, mentally taxing tasks for when you felt most energized.


Tracup's template of focus and energy recorder provides three degrees for you to choose when you feel energetic and find out the most productive time every day.

Personal Stress Log

Although stress occurs frequently in our lives, it is a serious issue. Stress can cause burnout, anxiety, and a number of health problems if left unchecked. The key to managing stress is self-awareness.


Tracup Personal Stress Log Template provides multiple but simplified columns to help you record and observe your daily feelings and sensations. Before stress gets severe and causes other complications, use this plate to prevent psychological disorder previously.


Ranking your stressful feelings in Tracup Personal Stress Log from 1-10 every day! Tracking your mental health from now on with our template!

Website Blog Editor

A straightforward, modern, and fully responsive blog template is called Blog Template. It is applicable to travel, personal blogging, tourism, magazines, bloggers, template-based blogs, news, etc. To make it easier to edit the code and files for your new invention, they have all been well organized and commented on.

How much time does it take to write a blog post? Is it worth it? If you want to start blogging, you might wonder whether it’s really worth it. After all, writing a blog post takes a lot of effort.

Blogging is a great way to build your personal brand and connect with readers. But it also requires a lot of time and energy. The good news is that you don’t have to spend hours every day writing posts. In fact, you can get started with a simple WordPress template.

Templates Project Management

Are you seeking for alternatives to Jira or Project Management? If so, you should look at this page, which will show you various free Project Management options that you may utilize for your project management needs.

Typically, many project managers are constrained by templates (whether they realize it or not). Templates provide project structure, organization, and a framework. This is why many organizations flock toward them and ignore alternative techniques.

Using templates, on the other hand, creates a sense of rigidity in projects. That implies that, although structure is desirable, there must still be freedom for creativity and invention. The problem with templates is that they frequently force you into patterns that aren't necessarily good. If you're seeking for strategies to enhance your project management abilities, consider the following suggestions.

Atlassian created JIRA, a software program that assists teams in project management. Because of its simplicity and convenience of use, this tool has grown in popularity over the years. It does, however, have restrictions. There are various programs that may be used in instead of JIRA and provide comparable functionality. Discover the best Project Management option here.

Custom CRM Solutions

Do you need a basic CRM template for customer development so that you may build a fully featured and customized CRM solution? Then you'll love these custom CRM templates.

If you want to build a successful software firm from the bottom up, you should start from scratch. This indicates that you should emphasize cultivating relationships with current and prospective clients over producing the product itself.

Businesses may now access a plethora of off-the-shelf customer relationship management (CRM) products. Many businesses are cautious to invest in bespoke CRM software because mass-produced software is easily available. However, there is no comparison; there is no one-size-fits-all corporate software, thus bespoke software creation is the best option. When a company decides to pursue bespoke software development, they have the option of designing and executing software from the ground up.

Customer relationship management (CRM) is a type of technology that is used to manage a company's connections and interactions with current and potential customers. CRM software helps firms build and retain business contacts, which helps the organization expand quicker. Through innovative tools such as sales management and contact management, customer relationship management software allows organizations to keep in touch with their consumers.

Custom CRM software may increase customer loyalty while also automating a variety of activities, saving firms time and money. CRM software's primary goal is to enable salespeople and marketers to better manage and evaluate connections with clients and potential customers.

This may be accomplished in a variety of methods, including tracking consumer interactions via search engines, contact forms, social media, phone calls, and emails. CRMs may even be configured to give analytic features, allowing organizations to track their marketing efforts to create leads and conversions with ease.

Custom CRM creation allows firms to accomplish all of these objectives and more. The internet economy is becoming more competitive by the day, and firms must do their share to achieve a competitive advantage. Custom CRM software gives organizations the competitive advantage they require to succeed.

These bespoke CRM templates are designed to track the whole sales cycle. From prospecting to completing transactions, you may effortlessly document each stage of the process.

Marketing Plan For Startups

Do you want to develop a marketing plan for your new company?
Have you ever tried to promote anything without knowing who you're aiming for?
Are you unsure how the marketing strategy template should look?

A marketing plan is a strategy for promoting a startup's products and services. While there is no standard form, it usually comprises a checklist that serves as the beginning point for the marketing process. The ideal marketing strategy template comprises these critical components to ensure that you've covered all bases. Find out more to guarantee your success.

Startups are everywhere in today's interconnected culture. Startups may be found anywhere, from local mom-and-pop stores to global corporations. They are founding new businesses or renovating current ones, fixing problems and creating new opportunities. And they are all vying to be profitable and successful.

While each firm has its own culture and atmosphere, the good news is that each startup has its unique set of issues, challenges, and opportunities. As a result, a marketing project plan is essential.

A marketing plan assists companies in identifying potential clients, channels, and strategies to target them. In reality, the success of the firm is contingent on a great startup marketing strategy that is implemented on time. A marketing plan for startups is a comprehensive strategy that assists them in evaluating the effectiveness of their startup marketing strategy, clarifying the position and stance of services and products in the market, knowing customers and competitors, describing the business and its products and services, and recognizing and employing various marketing approaches.

Creating an effective marketing strategy does not have to be expensive. All it takes is your time, effort, and imagination. These suggestions can help you get started. Why spend money on marketing when you can think your way to a brilliant marketing plan? The finest marketing ideas might be basic and low-cost, but they don't appear out of nowhere. They necessitate an out-of-the-box, creative cognitive approach. Remember that establishing brand is an ongoing effort, so get into the correct attitude from the start. Here are some pointers to help you build a solid foundation.

Kanban Project Management Software

How do you manage projects effectively? This template will lead you through the principles of agile project management if you've never dealt with agile procedures before. You'll be able to start using one of the most effective ways for managing cross-functional teams in this manner.

Every team member is expected to meet their goals and finish their duties on time in today's modern workplace. Effectively managing these operations demands a good grasp of project management.

Kanban software solutions can assist you in increasing work visibility and team cooperation. They will assist you in achieving continuous process improvement by adding features like as tracking, restricting work in progress, reporting, and more.

Kanban boards are an excellent method to get started with and learn about Kanban. However, because of their numerous useful built-in capabilities, digital Kanban solutions provide a far more convenient and time-saving solution in the long term.

Kanban software applications allow you to efficiently view, organize, and manage work. You may simply minimize waste activities, automate your work processes, develop projections based on past data, and focus on work that adds actual value to your clients with a Kanban application.

You will find the best agile project management solution, including user stories, epics, and sprints, right here. You will also learn how to visualize processes using the Kanban method. This tool supports in workflow planning and the production of a visual representation of operations in a certain sequence or condition.

Working Collaboratively In A Team

How well do you collaborate with other members of your team?
Are you able to effectively communicate? Or are you pitted against the rest of the group?
What exactly is project management software?
What distinguishes it from other tools?
How can it help startups?
How can you effectively incorporate responsive video into a task?

We live in an era where collaboration is critical to success. We are surrounded by teams that are constantly collaborating to achieve their objectives.

Almost all major browsers now support responsive media player functionality. Certain older devices, however, will not support it adequately. As a result, we recommend that you check the compatibility of your browser version before implementing responsive functionality.

Collaboration is essential for accomplishing great things. When everyone is working toward the same goal, it is easier to get things done. But how do you foster a collaborative culture? And how do you make sure that everyone on your team feels valued and heard?

A project management tool is a software application that helps organizations plan, execute, monitor, and control project execution. The primary goal of using these tools is to increase productivity and decrease errors.

The process of managing resources, time, and costs throughout a specific project is known as project management. It assists teams in effectively planning, organizing, tracking, and managing their projects.

Bedside Shift Report

Bedside shift reporting is the process of switching from one nurse to another at the patient's bedside. By doing this, patients become involved in the process of receiving their care.

Every day, hospitals all around the country care for thousands of patients. Just consider how many shifts are being changed. It is upsetting for the patient and expensive for the institution when an avoidable mistake results in an injury or impairment but does not necessarily result in death.

Communication is a fundamental aspect of nursing practice and a crucial inter-professional competency that can affect patient safety and team chemistry. By using this Bedside Shift Report template, you may make it easier for nurses and other healthcare professionals to communicate during handoffs, ward rounds, shift swaps, and team meetings.

Adjust As Necessary For Task Management Tools

Adjust As Necessary For Task Management Tools - Get Projects To Start

Sample Letter To Reach Out To Past Clients

It has been devastating for businesses all over the world that COVID-19 has turned the world upside down and brought many businesses to a screeching halt. Many companies have been forced to permanently close their doors, and many more are struggling to survive. If the pandemic has had an impact on your company, you might be wondering how to restart it and get back on your feet.

It's crucial to keep in mind that this setback is only temporary. Your company can recover from this and grow stronger than ever, but you must take the necessary actions.

Getting in touch with your former clients is one of the best things you can do. These are individuals who are familiar with the caliber of your work and have previously done business with you. They'll be more likely to recommend you to others.

The secret is to communicate with them effectively. You don't want to sound obnoxious or pressed. The objective is to simply inform them that you are still in operation and would be delighted to collaborate with them once more.

Reaching out to your previous customers is one of the best ways to revive your company after a setback. Since these are clients who have already worked with you, they are more likely to be interested in working with you once more.

An excellent way to restart your business and get it back on track is to get in touch with previous customers. In this article, we'll give you a sample letter you can use to get in touch with former customers. Utilize this model letter to get in touch with former customers and restart your business following COVID-19.

Time Management Worksheets

Many people find time management to be one of the most difficult aspects of their daily lives. It can be difficult to determine which tasks require the most time and which can be completed more quickly. This is why it's essential to have a set of time management worksheets on hand for when you need to concentrate on a specific task.

These worksheets will assist you in determining how long it will take to complete a task and will also provide tips on how to speed up the process.

What Are Your Long Term Career Goals

Are you looking for a long term career? If yes, then you should start thinking before action. This question will help you to get clarity regarding your goals and aspirations.

You might be wondering why I am asking you this question. Well, I want to know what kind of job you would like to pursue. Because once you decide, you should start preparing yourself for the same.

To answer this question, you need to take some time out from your busy schedule and think about your future. What are your short term and long term career goals?

Match These Project Management Tools With Their Descriptions.

When you think about project management tools, you typically envision something complex and costly.

Coordination of many tasks across teams and departments is required for project management. It aids in keeping projects on track and meeting deadlines. The good news is that you don't need a complex solution to manage the tasks of your team.

You don't have to pay any money to get started. There are free project management solutions available that you may use indefinitely.

Video About Sharing

How to share the latest video in a task?
Want to share videos in team collaboration and workflow?
Are you always looking for new ways to increase your internet presence by submitting videos?
Are you tired of seeing the same videos on Facebook or Instagram?
Will you be able to keep amused because we wish to share our expertise with you?

Many of us struggle to get the most out of social networking sites and project management software. Every day, we work hard to help people become better online entrepreneurs by offering them with free resources and advice. We have something for everyone, whether you want to build your own brand, create a blog, start a podcast, or even sell an ebook.

Share the link to the latest video in the task stream with project managers. Just click on the share button and choose the option to share the video link. Here are just a few cheats to help you be more efficient and productive at work.

Create Design Online

Design is an essential component of every endeavor. Whether you're developing a new product or revising an old one, having a clear vision from the beginning allows everyone involved to stay focused and productive.

However, designing outstanding designs is not always simple. In truth, getting things properly requires a lot of time and work. That is why it is critical to properly interact with other team members.

Product teams are finding it increasingly difficult to agree on graphics as the popularity of design-based web initiatives grows. Traditional communication means such as email, Skype, or whiteboarding can be time-consuming and inefficient, making it difficult for everyone participating in the project to have their voices heard and make decisions fast. Fortunately, there are several free internet tools available that make collaborative creation much easier.

Now we will present you to some of the top free online design tools that may help your product team interact more effectively and efficiently.

New Year Resolution

You can use this template to keep track of the resolutions and goals you make. Reach your objectives and have a clear understanding of your progress. It will assist with any resolutions you may have.

Make subtasks to list the steps that must be completed to complete the task. It offers the widest range of grouping, sorting, and filtering options! Custom fields, contexts, and lists could all be added to and changed in any manner you choose!

Contexts in Tracup work by gathering everything with that context added. Contexts are specified as custom fields in this template, then you are free to experiment with tags and drop the custom field if they don't work well for you.

Inventory Management

The Inventory Management Template can help you streamline your business and make it simpler to keep track of inventory, revenue, and other crucial indicators. Forget sticky notes and spreadsheets.

The task of Inventory Management is to comprehend a company's stock variety and the various demands placed on that supply. The items must be dispersed and accounted for from the stock each time an order is received.

The Inventory Management Template in Tracup is designed to make managing your company's inventory easier for you so that you may run your business more effectively and be sure that everything has been accounted for.

Home Renovation Project Management

In all of your home extension or renovation projects, project management can help you reduce costs and stay within your budget. We have put together a folder here in Tracup that will outline what you require and what will be most effective for your home improvement project.


Making your designs a reality requires careful preparation and organization. Nothing compares to the thrill of carrying out a strategy to produce something new and attractive. One of the most important steps in the renovation process is project management.


Home renovation project management is used to determine which individuals are best suited for a certain renovation project, arrange important and small details, and manage the length of time for each stage of the house restoration process. The entire process must be meticulously planned, taking into consideration each step, which takes a lot of time.

Meeting Agenda

Since telecommuting has become a defining feature of post-pandemic times, staff always have a number of online meetings every week. Some may want to find a simple way to record all of them. Tracup here provides Meeting Agenda Template to help you plan every meeting.


A meeting agenda is a document that serves as the meeting's route map. The meeting's chairperson will take the role of a speaker and go over the agenda item by item with the attendees. Then, this agenda doc will be shared by each one of your team in real-time.


Tracup offers Meeting Agenda Template devoted to assisting meeting planners and making every meeting proficient and effective.

Sales Pre-Call Planner

Staff in the Sales department may need to make numerous phones one day to enhance companies' revenue. It is significant for them to make a clear and simplified plan to get fully prepared before calling customers.


This Sales Pre-Call Planner template will help you prepare for any meeting. Plan ahead by storing contact and team member information, writing and saving keynotes, confirming the questions you intend to ask, and preparing for the questions you may be asked.


Ready to make phone calls? Tracup Sales Pre-Call Planner template is ready to help you make each minute profitable. Sign up right now!

Corporate Identity Comparisons

A company's brand identity consists of a variety of visual elements that communicate the guiding principles of the brand, support brand recall, and set it apart from competing products. It helps shape consumers' perceptions of a company, encourages brand loyalty and trust, and contributes to the distinctiveness of a brand.

Logos can be made up of words, phrases, or shapes that represent the name and purpose of a company. The most crucial element of a business's identification is undoubtedly its logo, which customers are likely to notice.

A text logo, which is a distinctive typographic representation of a brand name in text only, can also be used. More companies are now using text-only logos because they are easier to remember. Make care to remove any banners from this template before customizing it, including this one.

Weekly Behavior Report

Weekly Behavior Reports are a useful tool for a variety of purposes, including keeping tabs on a student's behavior, communicating with families, helping students work toward rewards and incentives, and more.
This weekly behavior report template can assist you in keeping track of your children's behavioral successes as well as the areas that need the most development, whether you are dealing with defiant rebellious behavior or common problems like skipping assignments and shouting out.
Use this template to create corporations between teachers and parents to help students keep a healthy study routine.

Travel Planning Calendar Sheet

You may already be aware that there are several uses for calendar templates, most commonly for work. After all, calendars serve more purposes than simply providing you with the date, typically in connection to organizing your future actions. One illustration is travel calendars, in which you can find support in a variety of situations including scheduling leisure vocation and business travel.


With Tracup Travel Planning Calendar Sheet as a central template to compile all the crucial details regarding your travels. Fill out the information in three sections, and you can obtain an accessible notice and reminder.


This Travel Calendar template serves as the best preparation plan for your personal or business tour. To make a clear schedule for your holiday, use this template right now.

4Ls Retrospective Creative

Most organizations and teams use 4Ls retrospectives to review and evaluate past performance. It is a brainstorming technique in which members gather virtually or in-person to discuss the things they liked, learned, lacked, or wished for.


It is filling out the four Ls to understand better aspects that can be improved during future sprints. Tracup 4Ls retrospective template is divided into four sections. One of the advantages of Tracup 4 L's retrospective is how simple it is to set up and complete.


Whether you plan to complete the retrospective online using an online template or in person on a whiteboard, this template can be the best tool to help you design a 4Ls retrospective sheet. 4L's retrospective can be an excellent tool for determining the project's negatives and positives.

Project Goals and Objectives

What are project goals and objectives? How to achieve them? Goals outline what the project intends to accomplish from a macro point of view while objectives specify what the project aims to achieve from a micro point of view.

This easy-to-edit project goals and objectives template visualizes your project goals. It enables you to follow up on the completion of concrete objectives by making them measurable and achievable.

With its assistance, you can easily keep your current work aligned with the main goals and make proper adjustments in project management. Use this template to set your career or other goals and objectives.

Responsibility Areas Outline

The task or project will be finished smoothly only if you can clearly define your areas of responsibility. It might be very nerve-wracking for you to shoulder more than one responsibility when dealing with multiple tasks at the same time. This template is an ideal choice to solve that problem.

The free online responsibility areas outline template is designed to follow up on ongoing tasks and projects by defining your areas of responsibility. It enables you to outline your roles and responsibilities, understand the values of what you do, and get things done by aligning your work with goals and objectives.

It is obvious that this template will make your work more efficient and effective. Start your journey now.

App Distribution Tools

Are you looking for a way to test your apps before they go live?
Tired of spending hours uploading your new app every time you want to make a change or issue an update?
If so, you should look at the best TestFlight replacement for both Android and iOS.

TestFlight is an internal testing platform that enables developers to publish programs straight from Xcode. This means you won't have to publish your software to Apple's App Store every time you issue an update. Instead, simply email the new version to your testers, who will instantly get it.

Even though TestFlight does not support Android, it has become a popular tool among iOS developers since it provides an easy answer to the challenge of internally sharing updates. All you have to do is sign up for a free account and add your team members. Then you may start sending them builds.

Hit what you discover here!

Outline for A Marketing Plan

It is crucial for a business to make a good marketing plan to bring its marketing project to a successful conclusion. The marketing plan outline template gives you a complete guide on how to work out an effective marketing plan.

The marketing plan template consists of seven major sections. Not only does it enable you to have a clear view of the details of the marketing plan but also allows you to clearly define your marketing objectives and make an assessment.

It serves as a strategic roadmap that helps you organize and track marketing plans from research to action to completion. Use this template to outline your marketing plan.

Meeting Notes Tool

Worry about forgetting important details at the meeting? Try this handy meeting notes tool template to take organized meeting notes or minutes.

Taking meeting notes is of great significance for different reasons. One of the most important reasons is that effective notes help capture those helpful and enlightening ideas. You can write down the meeting details such as the meeting topic, date, location, and objectives first.

In addition, you can record tasks or projects assigned to you or other team members in the template and follow up on the progress. Use this to make your meeting notes more clear-cut.

Outline of the Story

A synopsis is the skeleton of a literary creation. A brief description of a film literary script before writing it. Before creating film literary scripts, film writers first choose a series of events that can accurately express the characters and show the theme in the life materials they have mastered, and construct a story outline with brief plot content as the basis for further writing film literary scripts.

The synopsis of the story serves as the basis for further writing the film literary script. It includes the basics, such as the main characters, time and place, plot development and ending.

The Cornell System

This template follows the Cornell Note Taking Method. Use this template when taking notes during lectures or reading assignments. It allows you to create a custom outline based on the course syllabus.

You'll be able to quickly reference your notes by using the built-in index feature. Create a customized outline based on the course content.

Save time by creating a single document that contains all of your notes from the course. Use the built-in index to quickly navigate through your notes.

Agile Sprints Events

During the discussing meeting of a Scrum iteration (Sprint), the Scrum Team members collaborate to decide on the outcomes for that Sprint and choose work items that will help achieve the outcomes.


Self-organizing, cross-functional teams that collaborate with clients or the product's end users are the foundation of Tracup Agile Sprints Events Template. Agile planning differs from conventional planning techniques because it is iterative, willing to change course when necessary, and adaptive.


The goal of this Doc is to serve as a digital repository for all event meeting notes, decisions, events, and learnings that occur during the Sprint process using the Agile Scrum Methodology.

Project Activity Report

A person or business uses an activity report template to record the results of their projects and other activities over a specified time period. An activity report is a summary of the tasks that a worker, in most cases, a salesperson, completed during a given time period.


With the Free Activity Report Template from Tracup, you can get a thorough overview of your activities for security, work, or school. Take advantage of template formats that make it simple to provide thorough daily, weekly, and monthly reports for salespeople, employees, or marketing activities.


To maximize your time, you can also download your own personalized personal activity template. This powerful Activity Report template will help you with all types of tasks making work more effective and easier.
A person or business uses an activity report template to record the results of their projects and other activities over a specified time period. An activity report is a summary of the tasks that a worker, in most cases, a salesperson, completed during a given time period.


With the Free Activity Report Template from Tracup, you can get a thorough overview of your activities for security, work, or school. Take advantage of template formats that make it simple to provide thorough daily, weekly, and monthly reports for salespeople, employees, or marketing activities.


To maximize your time, you can also download your own personalized personal activity template. This powerful Activity Report template will help you with all types of tasks making work more effective and easier.

Agile Story Project

Agile story, also known as a user story, is one of many methods for understanding the perspectives of the various people involved in the project. Its primary goal is to describe a project characteristic or requirement from various angles.


An Agile User Story is a project management tool that is used to define product or system functionality and the associated benefit. Projects in an Agile environment are typically made up of a large number of user stories representing various levels of system/product users.


The agile story template from Tracup describes the type of system/product user, the acceptance criteria they desire, and the details of the user's experience.

Eisenhower Matrix PRO

The Eisenhower Matrix PRO, also known as the time-management priority matrix, divides time into two axes and four quadrants based on its urgency and importance.

Urgency refers to the urgency of the situation to solve a problem, emphasizing the urgency of time, often a lot of need to be dealt with immediately, can not be delayed. Importance refers to the benefit or significance of solving a problem, emphasizing how important something is.

Put all of your jobs and to-dos in one of the "Eisenhower Matrix's PRO" four quadrants based on priority. Consider a chore you have to complete today. Given the competition from other tasks on your list, how do you choose when you'll finish it? Make use of the Eisenhower Matrix PRO to solve the problem. Where, when, and how long you should spend on a work depends on where you determine it belongs within a certain quadrant.

Frequent Flyer Information

This system is an information management system for airlines. It can realize the entry of frequent flier's latest mileage, effective conversion of points, personal information, accumulated mileage, mileage exchange history, points use history, existing points, personal authority, access to services.

This template can also provide mileage, published price, service rule query and immediate change, and background database backup and recovery operations. After legal registration, the user must enter a valid password to successfully enter the system.

The user can accumulate miles, redeem mileage history, use history of points, existing points, personal rights, query available services, modify personal information and other operations.

Creative Outlines and Strategies

You've probably heard about Creative Outline before. If you haven't, then let me introduce you to this amazing tool.

Creative Outline is a free web application that helps creatives plan their projects. It allows them to create visual outlines of their ideas, organize them into themes, and share them with clients or team members.

It's time to stop wasting hours every day creating new ideas. Instead, start using Creative Outline to plan your next project.

Website Text Writing

How often do you write text for websites? If you answered yes, then you might want to consider taking some time out of your busy schedule to read through these simple tips. Writing web copy is a crucial part of running a successful website. The quality of your writing can determine whether or not visitors stay on your site and return later.

There are several ways to improve your website copywriting skills. This article gives you some great tips for improving your writing. Writing web copy is a skill that every entrepreneur should master. If you want to build a successful eCommerce store or blog, you need to know how to write effective web copy.

Web Copywriting is a crucial part of any website. In order to attract visitors to your site and convert them into customers, you need to create compelling copy that convinces readers to take action.

Certified Nursing Assistant Report

A Certified Nursing Assistant report sheet is a piece of paper that nurses use to keep track of important patient information and keep things organized. The patient's history, the diagnosis, the results of the lab tests, the prescriptions, the condition of the bodily systems, and other significant issues are included in parts of the document.
You should always strive to become a better nurse. Your ability to care for patients depends on your knowledge, skills, and attitudes. Therefore, you should take every opportunity to improve your nursing abilities.
The CNA report template is designed to help nurses or patient assistants write their nursing assistant reports. This report helps you document your experience working with patients.

Call Debriefing Report

How to prepare for a call to clients? What are the principles? How should it be documented? This call debriefing report template is ready to give a hand. The call debriefing is an important channel to track how well we are carrying out the marketing and sales strategy.

There will be no point in performing a call to customers if a debriefing report isn’t made after the call. The debriefing report template enables you to document key details from a call, so you will learn something new and better work out the next course of action.

In addition, you can record existing and possible problems you’ve discovered and solve them in a timely manner. Make your call much more fulfilling.

Smart Bid Contract

You may have heard of Bid Contract template before, they are becoming increasingly popular due to their ability to automate certain processes without human intervention. They allow two or more parties to transact through the execution of predefined terms. Using a Bid Contract template, you can automate processes such as escrow services, transactions, and even crowdfunding campaigns. Theoretically speaking, these are much better than regular contracts because they don’t require lawyers.


Bid Contract template are computer protocols that facilitate, verify, and enforce the negotiation or performance of a contract, or a series of related agreements, between specified parties. Smart contracts provide a way to create trustless applications .


A Bid Contract template will help you build a robust smart contract system for your organization. This will ensure that everyone knows what each step entails and who has agreed to abide by them.

Social Media Schedule

For busy social marketers, a social media calendar is a lifeline. It's difficult to create and post content on the fly. You're more prone to typos, tone issues, and other errors. Creating a social media calendar ahead of time is much more efficient.


Social media content calendars by Tracup do more than just make your workday easier. They also make it simple to plan an effective content mix and time your posts to reach the greatest number of people. You'll have more time to create, tweak, proofread, and schedule posts with this template.


Tracup's Social Media Schedule Template includes a weekly to-do list, key dates, a 7-day calendar, and a log and brainstorm area to meet all your needs in online marketing.

School Project Overview

Effective project managers are wise workers. They develop their skills, train hard, and employ the proper equipment. It makes sense why they frequently complete tasks using project management templates.


Tracup provides pre-made forms helping to speed up, modernise, and enhance the entire project management process in addition to making it simpler to monitor tasks and track progress. This template is designed particular for school use in education field.


School Project Overview Template involves project details, ideas planning, timeline, task tracker, closure, and sign-off six sections to keep track of assignments, course projects, papers and etc.

Blog Post Publishing Worksheet

Have you ever written a fantastic, thought-provoking, and informative blog post only to discover that it didn't receive the expected response? It's upsetting when you put so much effort into researching and writing a fantastic blog post, but you still can't seem to get anyone to read it.


In order to help you achieve your goals, we provides this template for publishing a blog post using our vast experience in business blogging. Use this if you've established a strong foundation for coming up with excellent blog post topics and have some knowledge of how to write captivating articles.


Tracup's Blog Post Publishing Worksheet offers a complete blog preparation checklist for online marketing plan. With this template, blog publishing can be easier and more effective attracting potential clients.

School Dorm Checklist

The majority of families are aware of some of the prerequisites first-year college students must meet. When you head off to college, it can be challenging to keep track of everything and make sure you don't forget any of the things that are important to you.


To make your work much easier, you can also download our ready-to-use dorm room checklist templates. The template can also serve as a guide for creating a detailed list of everything you'll need for your dorm room.


Tracup Dorm Checklist is a simplified list of essentials you need in school, is designed especially for freshmen no matter in college or high school. Make sure you won't forget anything before school with this template.

Story Indicator Panel

How would you describe Story Dashboard? Story Dashboard is a tool that allows you to create and manage dashboards from within WordPress. The dashboard editor is intuitive and easy to use. Story Dashboard has a simple interface that makes creating and managing dashboards quick and easy.

What would happen if you could see the story behind every single post or comment? StoryDashboard allows you to do exactly that. It gives you access to a dashboard where you can view all the data associated with each interaction.

You might have heard about Facebook’s new feature called “Reactions”. This tool lets you express your feelings towards posts and comments on your timeline. Now, StoryDashboard offers similar functionality. StoryDashboard is a powerful tool that can help you gain insights into your audience and improve your social media strategy.

Sample Letter To Reconnect With Old Clients

COVID-19 has been terrible for enterprises all over the world, turning the world upside down and bringing many firms to a standstill. Many businesses have been forced to close their doors permanently, and many more are battling to stay afloat. If the pandemic has had an effect on your business, you may be asking how to restart it and get back on track.

If you have any previous clients you'd like to contact again but aren't sure how to approach them in order to make a sale, customizable email templates can help. When you wish to, you may use these templates to Inform past customers about new services, prices, or bundles and inquire about reoccurring work during the upcoming season.

Hello, [Client Name],

[Your Name] here from [Company Name]. We haven't heard from you in a while, and we wanted to let you know about our new [services, prices, and packages].

Since you previously engaged us for [related service], we thought you would be interested in knowing that we now offer [service, pricing, package] that includes:

[Services, prices, and packages 1]
[Services, prices, and packages 2]
...
[Services, prices, and packages n]

Everything for just [price]!

Please visit our website [link to online booking on your website], contact us at [phone number], or send us an email at [email address] if you'd want us to book you for the upcoming season.

We'd love to work with you again and look forward to hearing from you!

Thanks,
[Your Surname]

Figma Project Management

How do you efficiently manage projects that involve designers and all team members? It just so happens that there are some secrets and tips here.

Designers may utilize Figma within the project management application to develop and share real-time wireframes, prototypes, and mockups. This enables them to readily communicate and get feedback from clients and stakeholders.

Figma, on the other hand, is a design-specific project management tool rather than a general-purpose project management tool. We mostly want task flow in order to interact successfully and efficiently, but we lack the tools to track progress and keep organized. Designers frequently struggle to manage their projects because they lack a clear vision of where they want to go.

Project management is a discipline that assists project managers in planning, organizing, directing, controlling, coordinating, monitoring, evaluating, and reporting on the achievement of goals and objectives. The phrase project management is derived from the word project, which denotes a venture or endeavor.

To be successful in project management, you must first grasp the nature of the project. Understanding the project's scope, identifying the stakeholders involved, having a clear vision, defining the deliverables, managing risks, monitoring performance, controlling expenses, and closing out the project are all part of this process.

Research Methods In Project Management

How much time should I devote to research before beginning my project?
Do you aspire to be a project manager? If this is the case, you should begin using these templates for research methodologies in project management.

Research is vital because it allows you to gain a thorough grasp of the problem or opportunity you wish to address. The more study you conduct, the more equipped you will be to face the problems that lie ahead.

Before starting a project, you do not have to undertake the significant study. However, you should always begin with fundamental research. This will help you figure out where to start and what questions to ask.

Project managers are in charge of overseeing projects from start to finish. They guarantee that the project's objectives and timelines are met. Get the secrets out of here as soon as possible!

All Industries Project Overview

This template represents and collects data in one location, making it simple to manage. It also eliminates the annoyance of having to sift through piles of files to find the information you need. Having all of the project data documented in a one-in-all sheet makes it simple to access and interoperate.


Tracup Project Overview Template is intended to help you keep track of crucial project details. Make sure to distribute the template to all project managers and team members so that everyone has an overview and can see how your project is progressing.


Suitable for all industries, the Project Overview Template involves a customized online sheet to improve and streamline project management workflow.

Ways To Improve Efficiency At Work

How can I break my poor behaviors at work? When you work from home, you tend to slack off or play video games. But as soon as you return to the office, you begin to slack off again. What are your options?

Many startups have come to recognize the value of efficiency in the workplace in recent years. This not only increases productivity but may also save firms a lot of money in the long term.

There are numerous reasons why people fail to achieve their objectives. Lack of motivation is one of them. It is critical to encourage oneself before embarking on a new endeavor. These suggestions will assist you in being more productive.

It's critical to break away from old patterns after you've resolved to modify your behavior. The last thing you want to do is revert to previous habits. This is where employing a productivity tool may help. Setting attainable daily goals can help you stay focused and motivated.

Here, we will cover various methods for increasing workplace efficiency and provide free materials that you can apply to enhance your productivity right away!

Short Term Professional Goals

Short-term professional goals are those that we aim to accomplish in a short amount of time. These forms of professional goals are essential for success, whether it is to gain a promotion or to improve our sales income. These goals must be met at whatever cost, including time, energy, and even personal relationships. While creating such objectives is crucial, achieving them has always been difficult for us. The main issue here is a lack of clarity and emphasis on these professional objectives.

In today's environment, we frequently anticipate fast gratification from ourselves. This anticipation frequently causes us to put pressure on ourselves and fail to reach our objectives. For example, if you want to enhance your income, you can consider working from home or outside of conventional business hours. Setting unrealistic objectives for oneself is a typical reason why we fail to attain them.

What should we do to guarantee that we meet our short-term professional objectives? How do we plan ahead of time to reach our goals? According to past experience, the key to success is establishing both the objective and the path to attain it.

Project Overview Examples

Are you looking for a project management tool that will allow you to effectively collaborate with team members from all over the world? If you answered yes, then look no further because this software has you covered.

In today's global economy, collaboration is essential for success. Businesses must be able to communicate and share information across time zones, cultures, and languages in order to succeed.

Tracup makes collaboration easier than ever before with its simple interface, powerful features, and seamless integration with other tools. The free version of the software allows you to use it indefinitely.

Free CRM With Custom Fields

Are you looking for a simple CRM template for customer development in order to create a fully featured and customized CRM solution? Then this free CRM with custom fields is ideal for you.

If you want to start a successful software company, you should start from the ground up. This means you should prioritize building relationships with customers and potential customers before developing the product itself.

The CRM template is intended to track every stage of the sales cycle. You can easily record each step of the process, from prospecting to closing deals.

Efficient Ways Of Working

Are you looking for ways to increase your workplace efficiency?
Are you having trouble getting things done?
If so, you should use these templates, which are efficient ways of working.

There are numerous reasons why people struggle to complete tasks efficiently. A lack of time, motivation, or energy is one of them. Other factors include procrastination, distractions, and poor organizational skills.

Here are some suggestions!

Work Tips To Productivity

How often do you get stuck at work, unsure of what to do next?
Or perhaps you don't know where to begin?
In either case, you're probably looking to boost your output.

The amount of output or value created per unit of time is referred to as productivity. If you want to become more productive, you should concentrate on increasing your efficiency. This means being able to complete tasks more quickly and efficiently.

Here are some suggestions to help you be more productive.

Product Backlog Templates

Are you looking for ways to improve your product backlog templates? If so, you are not alone. Many product managers are always looking for ways to improve their product backlogs in order to deliver more successful products.

Product backlogs are an essential component of the scrum methodology, but they are frequently misunderstood or even ignored. All the features, fixes, and other components that need to be created for a product are simply listed in a product backlog. It is a dynamic document that needs to be regularly updated and examined.

Product backlogs are significant because they help prioritize tasks and give a clear picture of what needs to be done. But if they are not properly organized, product backlogs can easily grow to be overwhelming and unmanageable.

Product backlog templates come in handy in this situation. A tool that can be used to streamline and arrange the product backlog is a product backlog template. Learn more about product backlog templates and how to effectively use them in the following paragraphs.

Successful product backlogs are the result of a number of factors. In this article, we'll examine some of the key elements and give you some pointers for making effective product backlog templates.

Project Management In Startups

The demand for efficient project management rises along with the expansion of startups. Unfortunately, a lot of new businesses lack the resources and experience necessary to effectively manage complex projects. They instead use agile project management techniques, which are more adaptable and enable quick changes.

The benefits of using agile project management techniques for your startup will be covered.

Smart Goals Time Management

Time is one of our most valuable resources. Unfortunately, we don't always have enough of it to accomplish everything we want or need to. That is why it is critical to establish goals and create a time management plan to help you be more efficient and effective with your time.

Smart goals can increase work efficiency and effectiveness. Time administration. To stay on track, set realistic, measurable goals and track your progress.

You can improve your work ethic and increase your chances of success by following a few simple guidelines. Here are some pointers for setting smart goals and effectively managing your time.

Jira Alternatives Free

Are you looking for Jira alternatives? If yes, then you should check out here, it will show you some free Jira alternatives that you can use for your project management needs.

JIRA is a software application developed by Atlassian that helps teams manage their projects. This tool has become very popular over the years because of its simplicity and ease of use.

JIRA is a good tool for managing projects. However, it does have limitations. There are other tools that can replace JIRA and offer similar features. Find out the right alternative here now.

Benefits Of Gantt Chart

What is a Gantt chart? How does it differ from other project management tools?

A Gantt chart is a type of graphical representation of tasks and their durations. The Gantt chart was developed by Henry Gantt in 1918. He was an American engineer who worked at General Electric during World War I. He created the Gantt chart to visualize the flow of work within his company.

Gantt charts are widely used in project management software such as Tracup. They are also used by businesses to plan projects and manage resources. Try it right away!

Tools For Program Management

Are you trying to find a project management tool? If so, you ought to take a look at these project management tools. They are made to satisfy the demands of various project types.

Project management is essential to the smooth operation of any organization. The ability to complete a project on schedule and within budget determines whether it is successful or unsuccessful. This implies that project managers are crucial to the success of projects.

There are numerous tools for project management. While some of them are both free and paid, others are neither. The differences between each type of project management tool are listed here.

Marketing Campaign Tracking

How can marketing campaigns be effectively tracked? What is the price? What kind of information should I gather? When tracking marketing campaigns, these inquiries are frequently made.

Understanding where and how your audience spends their time, their interests, and the effectiveness of your advertising all depend on tracking marketing campaigns. You can enhance your campaign strategy and maximize your budget with the help of this information.

Event tracking and attribution modeling are the two main categories of tracking. You can find out who has visited your site or clicked on your advertisement thanks to event tracking. You can assess the effectiveness of particular advertisements on conversions using attribution modeling.

Find out more about it!

Create New Task

How to manage tasks effectively?
What software should I use?
There are tons of task management apps out there, but they all seem to lack something. Which one is the best?
How to choose the best task management tool for your startup.

Tasks are essential to running a successful business. They allow us to organize our time, prioritize projects, and stay focused on important activities. Unfortunately, managing tasks can be a real pain.

Tracup can help you get organized and stay productive. Get it to start right away!

Embed Youtube Video In Slack

You are already familiar with how to embed videos from Youtube into slack, so are there other alternatives to Slack that can do better?

Slack is a messaging app that helps teams communicate better. It has become very popular due to its simplicity and ease of use. But for more complex task collaboration and workflow management, where team members can also easily share files, images, links, etc., a team collaboration workbench is required.

If you want to embed a specific video, then you can go to the URL of the video and copy the link into a task flow, then paste the link into the text box where you want to embed the video, and there are more effective ways. Try it right away!

Remote Project Manager Jobs

How would you define yourself? Are you a boss or a worker? If you answered yes to both questions, you should think about becoming a remote project manager.

Working from home or another location is what a remote job entails. Because of the flexibility it provides, this type of work has become very popular. Many companies now provide employees with the option of working remotely.

Being a remote employee has several advantages. First and foremost, you get to choose where you work. Second, you will not have to travel long distances. Finally, you save time and energy. Fourth, you can benefit from flexible hours. Fifth, you can earn extra money.

Project Management For Remote Teams

How do you manage projects remotely?

The rise of remote working has presented new challenges for project managers. Many businesses now operate across multiple time zones and rely on global teams. Managing these distributed teams is not an easy task.

Managing remote teams necessitates specialized skills and strategies. Here are some of the most effective methods for organizing and coordinating remote teams.

2022 Monthly Schedule Calendar

This is the time when we start our monthly schedule. We have already started our first month of the year and want to ensure that we keep track of everything we do throughout the month. We want to make sure that each day is planned out and that we don't forget anything.

We will continue to work on our monthly schedule and try to get things done before the end of the month. We will also focus on making sure that we are doing everything correctly and that we are not missing any steps along the way. We will also focus more on making sure that we have enough supplies and that we are using them correctly.

Planning out your day is essential to having a successful life. Whether you're looking to get organized or want to improve your time management skills, scheduling can help you stay focused and achieve your goals. A simple calendar can help you manage your daily activities and ensure you don't forget anything important. If you're looking for a new planner, check out these 20+ free printable calendars for 2022.

Project Collaboration Tools

Tools for project collaboration can be used for a number of objectives. They aid in the organization of information and the exchange of ideas among team members. In this section, we'll look at and review the top online project management solutions.

Marketing Project Management Tools

You'll learn about the best project management tools available, they're free, simple to use, and powerful, so don't be afraid.

Get it start right now!

Flow Task Management

Are you seeking for a better approach to organize your tasks?
Do you have difficulty keeping track of all that has to be done?

Flow Task Management is an innovative task management program that allows you to organize all of your activities and projects in one place, a strong project management solution that allows you to focus on what is most important.

Begin using it right away!

Daily Affairs Planner

The daily agenda is a list of things that need to get done throughout the day. You should have a daily agenda for each day of the week. It’s good to have a plan for what you want to accomplish each day. A daily agenda helps you stay focused and organized.

Keeping a journal is a great way to reflect on your day. Write down thoughts, feelings, and memories. Writing about your experiences helps you remember them. How often should I plan my day? Is it really necessary to write down every single thing I want to accomplish? A daily planner with hours is a great way to organize your life.

Whether you prefer pen and paper or a digital version, having a schedule helps you achieve your goals. If you're having trouble organizing your home, try using some of these tips. Keep your closet clean and organized. Use baskets to store items. Put away clothes as soon as they go out of style. Have a designated area for shoes.

Yearly Goal Setting

What are good yearly goals for work? Stay concentrated all year. Use this form to keep track of your progress as you accomplish your monthly goals. What do you want out of your life? Do you want to have a happy family? Do you want to make money? Do you want to travel? Do you want to help others? Do you want to find true love? Whatever it is, write down what you want out of life. Make sure you put a date beside each goal.

Write down how you plan on achieving each goal. Why setting goals is important for students?If you don't know how to achieve something, look it up online. There are many websites dedicated to helping people achieve their goals. You should also set a deadline for yourself. When you reach your goal, celebrate!

If you fail at achieving your goal, don't give up. Just try again. Set new goals and keep trying until you succeed. Setting goals is a great way to stay motivated and focused. But sometimes, we don't stick to our goals because of reasons such as lack of time, procrastination, and distractions. If you want to improve your life, then you should start by setting goals.

Project Management Task List

How often should you check in with your team members?
How much time should you spend on each task?
How much time should you devote to each activity in your project?
These questions might assist you in better planning and project management.

A skilled project manager understands that each task has a due date and a deadline. The goal is to accomplish activities on schedule, even if they take longer than intended. You should also ensure that each member of your team is satisfied with their task.

These suggestions can help you enhance your project management abilities and boost your productivity.

Marketing Project Planner

Do you want to establish a marketing strategy for your new business?

Startups are omnipresent in today's connected society. Startups may be found anywhere, from small mom-and-pop shops to worldwide enterprises. They are starting new enterprises or revamping existing ones, resolving issues, and generating new chances. And they are all striving to be lucrative and successful.

While every company has its own culture and environment, the good news is that every startup has its own set of problems, barriers, and possibilities. That is why a marketing project strategy is vital.

Kanban Board Templates

How do you handle projects effectively? This template will lead you through the principles of agile project management if you've never dealt with agile procedures before. You'll be able to start using one of the most effective ways for managing cross-functional teams in this manner.

Every team member is expected to meet their goals and finish their duties on time in today's modern workplace. Effectively managing these operations demands a good grasp of project management.

You will get the best agile project management solution, complete with user stories, epics, and sprints. You will also learn how to visualize processes using the Kanban method. This tool supports in workflow planning and the production of a visual representation of operations in a certain sequence or condition.

Examples Of Smart Goals For Project Managers

You may be wondering what goals to set for yourself as a project manager. To achieve success as a project manager, you must first understand the importance of setting smart goals.

Want to know more about smart goals for project managers? You've come to the right place! Here are some examples that might help you stay on track, check them out right away!

Dependencies In Project Management

One of the most important aspects of project management is dependencies. They assist you in more effectively and efficiently planning projects.

They can, however, be extremely difficult to manage. That is why we have compiled a comprehensive list of examples to help you better understand dependencies.

We hope that these examples help you understand what dependencies are and how to deal with them.

Smart Objectives Examples

How would you describe the culture of your company? What does it signify to you?

Employees' perceptions of their work environment have a direct impact on their productivity and performance. This is why businesses make significant investments in cultivating a positive corporate culture.

The first step toward forming a productive team is employee onboarding. You can ensure that new hires get off to a great start by understanding how to create a successful onboarding process.

Free Inventory Template For Small Business

How much time does managing your inventory take? If you don't have a good system in place, you might have to spend hours each day manually updating your database or entering data into spreadsheets.
This can be very time-consuming and inefficient.

You need to be able to track your inventory efficiently in order to operate a successful business. The issue is that managing inventory can be very time-consuming and tedious.

You must be able to precisely record details like the amount, price, location, and date of the purchase. Additionally, you must always be able to quickly access this data.

There are numerous software tools available that can assist you in managing your inventory. Similar to Tracup, these programs let you enter and update data in real-time. Get it going right away!

Kanban Board Tutorial

How would you define Kanban?

Kanban is a Japanese term that means "visualize" or "board." Toyota Motor Corporation created this agile methodology in the 1970s. Using a board, the concept involves visualizing tasks and their dependencies.

The Kanban method has grown in popularity in software development, particularly in startups with limited time. This tutorial will walk you through the process of creating a Kanban board for your team.

Remote Work Space

How often do you find yourself stuck at home due to a lack of time or energy? Are you looking for ways to increase your home productivity? If so, remote working space could be the solution to your problems. You can work from anywhere, at any time, without having to worry about commuting or office politics.

Working remotely is becoming easier than ever before in today's world, where everyone has their own smartphone, tablet, laptop, and desktop computer. Remote working has several advantages, including increased flexibility, reduced stress, and increased productivity.

A virtual workspace that allows you to access your files and applications from anywhere is known as a remote working space. This means you won't have to spend hours commuting to work every day. You can instead work from home, the library, or even the beach.

Email Template For Reconnecting With Old Clients

Email is one of a startup's most important marketing tools. Email can be used to communicate with current and potential customers, partners, suppliers, and others. It's an excellent way to keep people up to date on your company's latest news and developments.

It is critical for a startup to have a system in place for maintaining relationships with existing clients. This way, you can provide them with product or service updates as well as new and improved versions that they may be interested in.

One of the most effective ways to accomplish this is to use an email template for reconnecting with old clients. This type of template can help you reconnect with clients you haven't spoken with in a while and keep them up to date on your latest news.

Several email templates are available for reconnecting with old clients, but the best and most free one for startups is the one we created. This template is simple yet effective and will assist you in staying in touch with old clients without appearing too sales.

You're in luck if you're looking for a way to reconnect with old clients. This blog post will share the best email template for reconnecting with old clients. This template is straightforward, professional, and completely free to use. So, what are you holding out for? Begin reconnecting with old clients right away!

Please click here if you want to use this email template to reconnect with old clients.

Gather Class Notes

Note-taking is a useful ability. The most successful pupils acquire proper note-taking techniques. You have all the headings and subjects you need to get started with this class notes template.
You can do better in class if you take notes. You can recall important facts to aid in understanding, learning, and exam preparation by making a list of important points and helpful resources. You don't have to bring different notebooks for various subjects any more. Just open a new template to record.
Use our Gather Class Notes template to help you organize your class materials, notes, and other related stuffs. You can add as many pages as you wish in the same project by clicking the "+" sign on the left!

Creating An HR Playbook Example

What is your definition of human resource management?

If you want your business to succeed, you should invest in hiring qualified employees. To ensure that you hire the right person, write a detailed job description. This will assist you in identifying the skills required for each position as well as attracting the right candidates.

Human resource management is the process of ensuring a productive and effective workforce. The goal of this process is to keep high-quality employees and motivate them to do their best work.

Goals For New Employees

How would you rate the effectiveness of recruitment? If you want to improve your recruiting success, you should consider some of these metrics.

The human resources department is crucial in recruiting new employees. This is due to the fact that they are in charge of ensuring that the company hires the right person for the job. They must also ensure that the new employee is content and productive in their position.

Recruiting is a difficult task. Salary, benefits, training, career progression, culture fit, and other factors must all be considered. You must measure your recruitment KPIs in order to successfully recruit. The important points are highlighted here.

Brainstorming Discussion Place

Brainstorming is a great way to get ideas flowing. But sometimes it can also be a waste of time. How do you know whether or not brainstorming is worth your time?

Brainstorming is an effective technique for generating new ideas. The problem is that some brainstorming sessions are too long and don’t produce much useful information.

Brainstorming is a valuable tool for generating new ideas, but it can also be a huge waste of time. If you want to maximize its benefits, you should follow these guidelines.

Email To Reconnect With Old Clients

How do you re-engage clients after the coronavirus pandemic? One of the most effective ways to reconnect with old clients and customers is through email marketing. We'll discuss how to use email to reconnect with existing clients.

Businesses had to adapt their operations to stay afloat during the coronavirus pandemic. This has meant reducing marketing budgets and focusing instead on customer service.

Email marketing, on the other hand, remains one of the most cost-effective forms of communication. By sending them emails, you can remind your current clients about your services and offer them discounts or special deals.

Daily Mental Health Journal

Mental illness affects over 350 million adults worldwide. The World Health Organization (WHO) estimates that depression will be the leading cause of disability globally. Your mental health is important. If you don’t take care of your mind, you won’t be able to take care of anything else.


There are many things that contribute to our mental health. Some of them include being happy, having good relationships, exercising regularly, and taking time out from social media.


Mental wellness is essential to your overall well-being. If you want to live a long and happy life, you need to take good care of your mind. Try and use our Daily Mental Health Journal template to check your emotion twice a day and find out ways to break blue mode.

Project Management Start To Finish

Do you aspire to be a project manager? If so, you should begin learning project management skills right away. Project management is a skill that every business or organization must learn.

A project manager is in charge of overseeing projects from start to finish. He or she must ensure that the project is completed on time and within budget.

This is the ultimate tutorial for anyone interested in learning project management and will teach you how to manage projects from beginning to end.

Task Management Tools

How would you effectively manage your task? Would you rather plan each day or let things happen naturally?

Task management software is intended to assist you in organizing your life and getting things done efficiently. On the market today, there are various types of task management apps. Some are free, some are for a fee, and some are even available online.

Here are some effective tips and templates to help you stay organized and productive.

List Event Spending

To make budget monitoring even simpler, scan receipts, invoices, and bills using the Evernote camera on your smartphone. How much does your company spend on events each year? If you don't know, then you should probably ask. The answer might surprise you.

Events are often considered a necessary evil in corporate life. They can be fun, but they also cost a lot of money. In fact, companies spend around $1 trillion dollars annually on them.

It's time to take control of event spending and get some transparency into the process. This way, you'll be able to save money and improve efficiency.

Support Network Preparation

Support networks are groups of people who provide support to each other via a common goal or interest. They can range from sports teams to book clubs, hobbies to political organizations, and even families to communities. The key is finding a group that aligns with your interests and goals.

A support network provides a community of people who share similar interests and goals. This helps you build relationships and gain valuable insights into the lives of others. By joining your local support network, you'll also meet new people who share your passions.

In this template, you will follow a 30-day challenge and work for it. During this period, you will unsurprisingly meet obstacles. That's why you need to build a Support Network Preparation template before the plan begins. Use our template to overcome every obstacle you meet and complete your sprint challenge!

Get Localized Off Hand

It's crucial to care about your neighborhood and look for constructive ways to participate. Utilize this template to concentrate on the issue that matters to you, how to get organized, and how to recruit team members.

What does it mean to act locally? How can I get started? There are over 7 million businesses in America, and they employ nearly half of our workforce. The local economy matters because it creates jobs and generates tax revenue.

Local businesses are often better equipped to meet the needs of their communities. They are also less likely to close or move away from their hometowns. If you want to start a new business, consider starting locally.

Party Planning Checklist

Are you having trouble deciding on the perfect party theme? Do you want to surprise your guests with some new ideas? Well, then we have good news for you...


Planning a party can be overwhelming, especially if it is your first time organizing one. The trick is to start early enough to get organized, but not too early. You don’t want to miss out on the fun, but you also don’t want your guests to leave thinking that they spent their entire weekend inside.


We've created a Party Planning Checklist Template that helps you plan every aspect of your event from A-Z - whether you're throwing an intimate dinner or inviting hundreds of guests over for a big bash. All you have to do is print off this form and fill it in before the big day.

Application Process Monitoring

It's nearly impossible to keep track of all the crucial information in your head when submitting job applications. Serious job seeking necessitates having a clear vision for your future career path. Instead of applying to every job that comes up in your online queue, use this application tracker template to make smart decisions about where you want to work, what type of job you want next, and where you want to spend your time applying. Keep track of the details for each position, such as application deadlines, job descriptions, and next steps, with the aid of this simple-to-use application tracker template.

Applying for many jobs might cause you to lose sight of what you've already done for each possible company. This job tracker can assist you in documenting each application, including the role you've applied for and the contact person at the organization, so you can follow up with each application more simply. If you've ever gotten a call about a job weeks after applying, you know how awkward it can be to ask which role you should interview for. This job application template allows you to keep track of these crucial details so that you can be prepared when the interview requests start coming in.

Use the notes box to record anything that needs to be followed up on later. Then, to ensure that nothing falls through the gaps, add a reminder to your note or any tasks within your note. This is especially useful while taking skills tests or other evaluations as part of the application process. Applying for employment is only about one thing: being hired. Use this one-of-a-kind template to stay organized and keep all the details about each job in one place, so you'll have everything you need to get hired when the right opportunity arises.

Novel Scene Structure

This template is designed to give you a structure to write your novel or short story. It helps you organize your ideas into chapters, scenes, and subplots.
Your story has to be unique and original. Once you've come up with your concept, you'll need to figure out a way to build a plot for it. Your story structure will determine the flow of your story. This template is a great way to get started writing your story. It's simple, yet effective. Use it to start your novel or short story today.
Apply this template now and get detailed instructions about writing a complete and exciting story.

Sales Forecast Template For New Business

Are you looking for a sales forecast template for new business? If yes, then you've come to the right place. This Sales Forecast Template For New business is designed to help you create a sales forecast for your new business.

The sales forecast template for new businesses is a tool that helps you plan out your sales activities for the next quarter or year. It allows you to track your sales performance over time and identify areas where you can improve.

This sales forecast template for new companies is a great way to start tracking your sales activities. It provides you with a detailed overview of your sales pipeline and forecasts your sales performance over time.

Members Of A Project Team

What role does each team member have within the project? How does he or she contribute to the project's success?

Depending on the type of project, different team members play different roles. A project manager, developer, designer, etc., has a different job description than a project leader, marketing expert, sales representative, etc.

A project team is made up of various people who work together to accomplish a common objective. Each team member has a particular responsibility for the project. Some roles may be more crucial than others depending on the nature of the project. Determining each team member's role and contribution to the project is therefore crucial.

Trips Schedule and Calendar

Make the most of your vacation time by organizing ahead of time. Use this itinerary template as a single repository to collect all of the most relevant information regarding your trip, and you'll have it at your fingertips at any time. Begin each journey by noting the characteristics of your destination. This template allows you to enter the location and dates of your vacation so that you can keep organized and know when you'll be gone.

Making a list of everything you want to accomplish on a trip is simple. When the list is too large and you're not sure how you'll get everything done, it may be stressful. You may block time in the morning, noon, and night with a firm strategy to guarantee you only schedule one item at a time. You may be wondering how you will squeeze in all of your lunches, dinners, conferences, and more on short business travels. This trip itinerary template provides you with the space you need to write everything down so you can sort it all out.

Keep all of your vacation details in one location. Fill in the blanks with important notes—whether you need to pack a formal dress or bring a present for a client, you'll remember everything. You'll have greater freedom to make last-minute plans if you use this itinerary template. Because you'll know when your time is open, planning ahead allows you to make other plans. Everyone enjoys buying souvenirs. Pick one up to show the folks you care about that you were thinking of them. You may utilize the notes area to keep track of who you want to buy for and what they might appreciate.

When you're attempting to organize schedules with coworkers on a business trip or with family on vacation, having a firm plan comes in handy. Using an itinerary template keeps all of your travel details in one place, allowing you to let people know what you're up to and when you're available.

Fiction Character Profile

It requires imagination and preparation to develop believable characters that compel readers to keep reading. Understanding a character's motivations enhances the tale by making their actions more plausible. Use this character profile template to create new characters for any plot while you write your next book, movie script, or comic.


Backstories are crucial in creative writing because they provide information about how each character entered the narrative. Include character biographies with details on their well-being, beliefs, and significant earlier experiences. You may also provide information about their interests and pastimes.

Use our Fiction Character Profile template to draw bones, skins, hearts, spirits of your fiction characters. Make them alive by add more and more details.

Tips For Effective Communication

How do you define definition of effective communication? Is it something that comes naturally or do you have to work at it?

Communication is necessary for success in all aspects of life. Effective communication is critical to your success whether you are communicating with friends, family members, colleagues, clients, customers, partners, suppliers, and so on.

Effective communication necessitates an understanding of the audience and their expectations. Understanding who they are, what motivates them, and how they prefer to receive information is essential. These templates of effective communication tips can boost your business success.

2023 Yearly Calendar

With this handy printable annual calendar, you can stay on track with your objectives, plan ahead for milestones, and remember significant events all in one place. Leave the disarray of sticky notes in the past and make this year count. With this annual calendar, you may track your year's ups and downs. These trends can assist shape your preparation for subsequent years, allowing you to plan ahead and be prepared for the coming year.

You may begin working on your health objectives at any time of the year. With this yearlong calendar, you can quickly establish a workout plan. You can also schedule time for any other type of routine that you wish to prioritize. Never miss a recurring class, event, or workshop as the year progresses.

Examine your yearly calendar to determine the optimal time to schedule your next vacation. When you've logged everything, you'll be able to check your availability at a glance. A yearly calendar allows you to know what's coming up not only in the next few days but also in the months ahead. You may create arrangements with your family, friends, and coworkers with this simple form. No more wondering when you can get together—just open up this calendar on your phone and start scheduling right now.

When you have a rotating schedule, it might be challenging to keep track of your workdays. Use this annual calendar to mark when you need to work and you'll never miss another day again. You can do a lot in a year, but not everything. Set aside time on this yearly calendar to focus on what counts and let go of the rest. Using this annual calendar will help you keep on track whether you want to enhance your education, advance your job with certification, or focus on a personal goal.

Event Feedback Questionnaire

Many event organizers ask for feedback after the event, but they often get confused about what type of feedback to seek. The best way to provide feedback is through a written report that analyzes specific aspects of the event. This helps the organizer identify areas where he or she can improve.
Feedback is a critical part of event management. The key to successful events lies in knowing how to get the best out of your attendees. This means that you need to know how to effectively manage their expectations.
To write a good event feedback report, you need to know how to analyze the event, highlight its strengths and weaknesses, and offer constructive suggestions for improvement.
Therefore, Tracup created this efficient feedback questionnaire with several core questions to help you identify how to hold a successful event!

Strategic Planning Table

A strategic business plan may be established in a few easy steps. This might help you convey your key concepts and company objectives in a way that will win people over and help you achieve your goals.
To track your progress and make more informed decisions along the way, communicate the outcomes your strategic plan calls for.
So that everyone knows the unique characteristics that make your firm unique, clearly express these crucial organizational elements.
Use this template to create a note and write down the concepts that will assist your business's future be shaped.You may choose the most qualified team members to carry out each primary target with the help of this company strategy. Realizing your business objectives will be simpler once you have their support.

CRM Contract Software

How would you like to re-engage new customers? Do you want to increase your sales and profits? If so, a CRM contract software template could be the solution.

A customer relationship management (CRM) contract software template enables businesses to quickly and easily manage their relationships with existing and potential customers. These templates enable businesses to track client interactions, identify growth opportunities, and improve overall performance. This makes staying organized and focused on growing your business easier.

Marketing Plan Tools

How much time should I devote to developing my marketing strategy?

If you want to advance in life, you must put in the time. The same is true for your marketing strategy. You must devote time to developing a solid plan that will assist you in reaching your objectives.

You can make an excellent marketing plan by using free templates or by sharing docs here. There are numerous templates available to assist you in creating an effective schedule.

Efficiency In The Workplace

How frequently do you get stuck at work because you don't have enough time to finish certain tasks? Perhaps you have too much to do and don't know where to begin. In any case, it's critical to prioritize your workload and create a checklist to stay on track.

Workplaces are becoming increasingly complex. More employees work from home, more projects are outsourced, and more meetings are held via video conferencing platforms. As a result, time management has become a top priority.

Should you always have a plan in place for each day or week? This allows you to effectively manage your time and ensures you never miss out on anything.

Leadership Team Health Tracker

It’s your responsibility as a leader to direct your team and assess how every member is doing. But when was the last time you examined yourself with a stethoscope? It’s simple to forget to overlook checking in on how well you and the team leaders around you are collaborating.

Here is our leadership team health tracker template that can help with that. Use it to assess your performance honestly and identify areas for improvement.

This free online document enables you to track the key result areas that the team keeps an eye on, the leader’s health, and action items. Operate the health monitor together with the leadership team.

Impact Analysis Report

An organization’s impact report manifests the program or investment’s impact to engage funders and investors. An accurate depiction of the current impact state allows you to effectively communicate potential impact objectives corresponding to internal impact themes.

Here is our easy-to-edit impact analysis report template designed to help you communicate key messages and outcomes. It enables you to accurately analyze how much of a difference was made in addition to providing a description of activities and milestones that contributed to the change.

Inputs and outputs are only one aspect of this template. For your company to stay on pace to deliver impact, try it and maximize the global, social, and business impact for your project.

Data Analysis Results

Need to understand your business better? Use this data analysis template to help make informed decisions.

The process of using data analysis to make business decisions is quite significant. It examines a company's data that are generated when looking at important measures, which represent its most unbiased thoughts. Use this template to present them in an organized way so that your stakeholders will comprehend them.

Struggling to grasp the importance of data analysis? This template will help you present your company's key metrics in an organized way.

Participant Application Form

A participant application form is a required document for participants to attend an activity or event. If you are struggling with how to better manage those applications, our participant application form template is here to help you.

This template is an essential tool for managing your participants for an event. In this template, you can group applicants by status and add their basic information, such as the companies they work for, job titles, contact information, etc.

With its help, you can easily collect data about participants for an event and keep track of their status. Just customize the form template to collect the information about your participants right now.

Typical Sample Rollout Plan

You can now create your own rollout schedule for your projects. This template is highly customizable so you can easily adjust the timeline of your project as per your needs.

Assignees and Time Tracking features can help you assess how much time has been spent on each task and what remains to be done.

Create your own rollout schedule for any project using this tool. It’s easy to customize and edit.

Employee Feedback Log

An employee feedback log is an effective and efficient tool to assist the HR team in understanding what the employees think about the company or organization. It’s also a good idea to improve the corporate culture. Our employee feedback log template is an ideal choice for you to write your own feedback log.

This template allows you to learn about what the employees think about your company culture, relationship, management efficiency, etc. This way, you can monitor employee satisfaction in real-time.

Moreover, this template can also serve as an employee satisfaction survey tool. You can use it to track employee happiness and strive to improve employee satisfaction.

Information Transfer Matrix

Information Transfer Matrix is an important tool for managing and systematizing the communication or messaging channels within the organization.

It helps the user to align the brand positioning and messages. The information Transfer Matrix guides the users and the entire team on the communication channels that should be used across the organization

Both The backbone of the organization’s communication and the success of introducing new products or features need to depend on this matrix.

Sales Team Meeting

Attempting to close more sales? Utilize this template to hold effective sales meetings. Looking for advice and suggestions on how to plan the ideal sales meeting? We have your back! Running effective sales team meetings will be made easier with the aid of this template.


This is a fantastic template to start your discussion because salespeople frequently focus on outcomes. It offers everyone a clear understanding of the team's performance and whether or not sales goals are being accomplished. Your weekly sales meeting instantly benefits your personnel by outlining measurements and KPIs at the outset. It demonstrates to the team where they stand and where their goals should be.


Even while celebrating accomplishments is wonderful, closing deals is not always simple. Your sales staff may encounter difficulties from time to time depending on the goods or services your business offers, the duration of the sales cycle, and a variety of other circumstances. Understanding the issues and assisting your team in solving them depends on this section of your sales meeting agenda.

Simple Kanban Board

A flexible Kanban board can be a perfect solution if you've been considering creating a system to help you visualize your work and progress. Tracup has already created a Simple Kanban board template that is focused on workflow transparency and visibility.


Simply organize your work into columns, progress it through phases, streamline workflows, keep a close eye on working progress, and make even the back-end work visible. A Kanban board leads to a more direct and visualized timetable for even complex workflow.


By arranging several cards, you can build your own workflow Kanban with Tracup template and get a brief overview of what you are going to do today.

Attendance Sheet

Stop wasting time on manual time cards. Switch to an effective template from now. Student Attendance Sheet that is Free to use. Every teacher should utilize the free student attendance template to track and record their students' attendance in the classroom. Excellent template for tutors, parents, teachers, and homeschoolers.


Stop wasting time on manual time cards. Switch to an effective template from now. Student Attendance Sheet that is Free to use. Every teacher should utilize the free student attendance template to track and record their students' attendance in the classroom. Excellent template for tutors, parents, teachers, and homeschoolers.


You can provide the student's name, the date, and the Monday through Friday workweek days. Make as many copies as you require for your classroom on tape. It is a tedious task for teachers to keep track of students' attendance and corresponding courses. Then this form can help teachers save a lot of time and manage students' attendance effectively.


Keeping attendance records is beneficial for a number of reasons. It is simple to keep track of attendance at gatherings, activities, and seminars. With the help of this template, you can track attendance without completing a mount of work.

Attorney Time Tracking

Software that counts the number of hours attorneys work each week is known as "time tracking" software for attorneys. More significantly, it helps lawyers work more productively. It can assist partners enhance their procedures for better outcomes and make a firm's revenue statements more understandable.


A thorough time-tracking system is crucial for attorneys. Accountability is necessary for both client relationships and business profitability. Traditional manual methods, however, place a heavy burden on your time and introduce significant billing inaccuracies.


That is precisely the reason we created Timely, the first time tracking tool that will automatically record all of the time you spend working in the background. It is the simplest method for managing your billable time because it is an automatic tool.

Change Management Checklist

The most important tasks and deliverables for projects in the planning and implementation phases are listed in Tracup's Change Management Checklist. Tracup's checklist for change management serves as a jumping-off point for initiatives in the planning and execution stages.

Change management and monitoring are vital processes that must be carefully managed. How can you determine whether your change management plan is set up for success? How can you track your change items orderly and effectively?


To assist you in organizing your strategy for change management, use this checklist template for free.

Blockchain Ecosystem

The network of all blockchain network users who share a common business strategy and set of goals is known as the ecosystem. The ecosystem includes various forms of governance, including Individual participation. ownership of data. Criteria for entry and exit. Your solution is a template created specifically for building websites!


You will benefit from the best website templates if you can create a structure and a plan to manage the creation of your website. Categorizing the blockchain projects and progress you want to manage through Tracup's template to categorize is the ideal situation to plan and oversee the creation of your website.


This template will assist you in better running your blockchain projects and monitoring the progress of your goals. In addition to custom field options, this template also includes tags to easily categorize tasks, as well as several different custom statuses to help you easily monitor the progress of your research

Building Web Pages

Your solution is a template created exclusively for building websites! You'll benefit from the best website template if you can Establish a structure and plan for managing the creation of your website.


Execute website development, design, and content workflows. Compare the schedules, stakeholders, and progress of your website with
The Building Webpages Template from Tracup is the ideal tool for planning and overseeing the creation of your website.


This template will assist you in organizing the creation of your website, managing the design and development processes, and monitoring your progress toward your website's objectives. In addition to custom field options, this web builder template also includes tags to easily categorize tasks and some different custom statuses to help you easily monitor the progress of your studies!

Agile Project Management with Scrum

Scrum is an Agile framework used by many companies around the world. It helps teams work more efficiently and deliver better software faster.

In this template, we’ll show you how to implement Scrum using Microsoft Project. This project management tool has been designed specifically for agile development projects.

You can use it to manage tasks, track progress, and plan releases. We’ve created a free Scrum template that you can download and customize as needed. Use this template to create a new project.

Product Inventory Management

The whole process of product inventory can quickly get chaotic for most sales managers. Stock, prices, units ordered and sold, manufacturers you're working with, and a lot more need to be tracked. If you don't have everything arranged, it's likely to lose track of important tasks and get confused.


The Inventory Management template from Tracup can help you keep track of everything down to the last detail without any effort. Additionally, sharing the complete board with your team will make it easy for everyone to stay updated at all times.


Tracup's template of product inventory keeps an eye on the best-sold products, records accurate stock data, and organizes your inventory in the most scientific way!

List of Product Requirements

This template is used as part of a collaborative product development process between enterprise organizers and managers.

Documentation of all development decisions allows you to identify previous weaknesses, reformulate requirements to meet customer requirements, and continue to build on the release plan.

Different requirements for products can not only meet the user's functional and aesthetic needs but also make the user safe, convenient, and simple operation. But also in accord with the purchasing power of buyers.

Website Transfer Project

This project plan is designed for companies who wish to migrate their websites to a new platform. It includes detailed instructions on migrating content, including images, videos, and other media files.

This project is an excellent way to organize and manage your migration activities. Website Transfer Project is ideal for companies who have already transfered their sites to another platform.

This project plan is a great tool for companies who wish to automate their migration process.

Sales Invoice Management Tracker

You are probably well aware of how annoying administrative work can be. Check out Tracup's invoice management template if you have numerous clients and a variety of services or goods to offer.


This customizable template can be modified to meet any demands or requirements you may have. With the help of this easy yet effective invoice management template, you can monitor invoice progress, improve your marketing strategy, and optimize your invoicing system.

Tracup sincerely help you with all your sales invoice tasks. You will have everything in one site, including sales invoices and bills, crucial data, and track on how the bills are handled.

Employee Development Plan

An effective employee development plan helps inspire the growth of both staff and business. This template is highly recommended for you, who are trying to make development plans for your employees to improve their work.

This ready-to-use template offers you an example of making the employee career development plan. You can group your employees by status, add action plans, and set the assessment date.

In addition, this template allows you to record the assessment result and add comments to encourage employees. Utilize this template to create your own employee development plan and inspire employees to greatness right now.

Agile Project Management

Any project can be planned, carried out, and tracked.
Simple work delegation and priority setting for your team. Establish a timeline, milestones, and dependencies for the project, and manage all of your team's work in one location.


The system that your team will actually enjoy using integrates teamwork across departments and teams to see how your work is coming along. To ensure a smoother execution, keep everyone in line with a platform they will enjoy using.


In this rapidly changing environment, agile firms clearly have an advantage. The time to market is shortened. They raise the caliber of the goods. They give customers more value. However, in order to enable true agility, you need a tool that is adaptable, simple to use and incorporates both tried-and-true methods.


Come on, Tracup. For cross-functional teams (and teams of teams) aiming for better, continuous product development, it is the contemporary Agile planning software.

Graphic Design Planning

It uses vision as a means of communication and expression. It creates and combines symbols, pictures, and words in a variety of ways to make visual representations to convey ideas or messages.

Certain media convey a certain emotion and information to the audience and attract the audience to consume it.

Graphic Design Works can suddenly give consumers a very strong sense of commodity personality, visual impact, and achieve the perfect effect.

Rebranding Plan of the Event

Rebranding is an essential step for businesses to grow their brand awareness. This free template will help you create a strong brand presence for your business.

This is where you could see if the company is on track or not. Notice that there are dependencies, the red and yellow small circles beside the task name. Dependencies would help the tasks to be accomplished in an organized and timely manner. The ones with the red circle need to be completed first before proceeding with the next task.

Get started today by creating a custom logo, website, social media profiles, brochures, and more!

Story Content Outline

A good story has many components. Start by identifying what makes your story unique. Once you have identified your main character, think about his or her personality traits.

Create a list of obstacles that your character must overcome. These could include family issues, financial problems, or even an illness. Think about your setting. Where does your story take place?

Now, start creating your plot. You should always begin with a problem, then work backward to solve it. Finally, write down your ending. It doesn't matter if you're not sure where your story will end up. Just know that you'll figure it out as you go along.

Volunteer Registration Management

A great volunteer registration management system helps an organization manage its volunteer registration activities more efficiently. Our volunteer registration management template is a system designed to help you centralize volunteer data and manage volunteer registration.

It is a free volunteer management tool that allows you to track the status of volunteers in your organization. You can start by assigning a team member for managing one or more volunteers. In addition, you can set the current status of volunteers, add the basic information of volunteers, and record the date when volunteers start to serve.

Registration is made easier with the help of this template. Start your online volunteer registration management right now.

Board Skills Assessment Matrix

A skills assessment matrix is an effective and efficient tool for assessing the skills of a board member. It assists you in identifying the strengths and weaknesses of each board member. If you’re trying to find the right talent to fill in the board’s vacant positions, our board skills assessment matrix template is ideal for you.

This template shows you a sample board matrix. Absolutely, you can add other skills that your board requires and choose whether the member possesses the skills.

This template enables you to form a clear view of which skills each board member has. This way, you can easily build the right and effective board.

Construction Project Roadmap

This construction project roadmap template offers an advanced view of all of your running construction projects. It enables you to easily find your project information and organize a number of construction projects at the same time.

With the help of our template, you’ll never have to worry about missing deadlines because it includes each construction project’s timeline. It gives you an example project roadmap that helps you conduct construction project management and planning. Absolutely, you can create a roadmap for your own construction projects as needed in this template.

This template allows you to track every project in real-time so you can easily manage multiple projects at the same time. Not only can it save time but also improve your work efficiency.

Nonprofit Donor CRM

A great donor CRM template is key to the success of any nonprofit organization: from donors’ contact information and donation amount to donation frequency and donation programs. Our nonprofit donor CRM template here is dedicated to helping nonprofit organizations manage donor lists to improve donor relations.

This template serves as a cloud-based CRM for nonprofits. It can be used as both a tracker of active donors of your nonprofit organization and as a database for those possible donors. You can add each donor’s contact information, donation details, etc. This way, you won’t lose contact with any donor and never worry about data duplication again.

This template provides nonprofit organizations with CRM solutions to donor-related problems. Use it to improve your donor relation right now. Stop all the inefficient work or manual tracking!

Heuristic Assessment Issues

Heuristic Assessment is a technique where professionals utilize general guidelines to assess the usability of user Interfaces during independent walkthroughs and indicate problems.

A product's usability can be improved by design teams at an early stage of development with the aid of evaluators' usage of well-established heuristics.

Our Simple, Heuristic Assessment Template includes every tool and view necessary to help designers.

Employee Performance Evaluation

An employee performance evaluation is a commonly-used way to review, comment on and give feedback about employees’ work performance. Our employee performance evaluation template is here to help you conduct an employee performance evaluation.

In this template, you can record the total working hours of each employee and the number of finished tasks and track how well they perform in teamwork or communication. It enables you to have a clear view of employees’ overall performance.

In this way, it helps you better utilize the evaluation’s findings to identify employees’ strengths and shortcomings to encourage employee development.

Internal Employment Form

An internal employment form is an essential tool for any company looking to hire the right candidates to fill open positions within the organization. Our template here provides a good sample of an internal employment form that helps you hire from within.

This template allows you to gather information about potential candidates from within, which takes less time compared to external recruitment. You can assign a team member to organize the internal employment, group candidates into different types, and add the applicants’ basic information about employment.

With the help of our internal employment form template, you can easily collect data from within and hire or promote the right employee into a new position.

Production Tracking Process

Production Tracking helps you track all stages of multimedia projects from pre-production to post-production.

It allows you to create a folder for each project and add documents to it. You can also share folders with other users and groups.

Add files to a list and share them with others. With the help of this tool, you can easily keep track of all your work. Use the built-in calendar to schedule tasks and meetings.

Job Safety Analysis

A job safety analysis works well in helping find possible risks or hazards and work out countermeasures for them before the job begins. If you’re now thinking about how to write a job safety analysis, this job safety analysis template here is highly recommended for you.

This template allows you to assign a team member to be responsible for the job safety analysis. Moreover, you can set the priority and deadline, classify the job risk level, and work out countermeasures. Additional notes can also be added if necessary.

With its help, you can think about and list down any possible safety hazards that might occur while conducting a job. Thus, you can make countermeasures for them to guarantee people’s safety in advance.

Business Calendar Memo

An informal business document or note used in office or business activities to record and exchange internal affairs in written form. It not only can be used to explain procedures, and instructions but also to Issue notices, and make requests for information and action. It can respond to a request and help people remind things, etc.

A business calendar is essential for keeping track of important dates and events. It helps you plan ahead and stay organized.

Business calendars help you keep track of important dates and organize your life. Use this accessible template to create a stylish calendar that looks great on your desk.

Daily Management Report

The daily management report template is designed to help your managers organize daily tasks more efficiently. You can utilize this simple and helpful template to customize your management report by your own needs.

In this template, you can group the daily tasks by status and assign a team member or a manager to be responsible for the task. And for each task, you can make a report summary and choose the issue type
, impact level as well as departments.

Thanks to these features, you can identify what aspects are to be improved and take corresponding measures. Start creating your today’s management report now.

Contingency Plan Management

This is a course of action that your business would take in the event of an unanticipated event or circumstance. Setting up contingency plans will help to ensure that your business is ready for anything and is an essential part of your overall business continuity strategy.


In an emergency, it provides vital information that your management team can use to help things quickly return to normal. A contingency plan speeds up the recovery process, conserves resources, and helps protect people and property.
An insurance policy for oneself would be equivalent to not having a contingency plan or never carrying out risk analysis and mitigation procedures.


When management is aware of an incident plan beforehand, they can react to the unexpected more quickly and minimize downtime. This typically helps to protect your financial security while also avoiding injury to staff and property damage.

Cookie Order Form

An order form for cookies records transactions between a customer and a vendor. The seller finds it useful to maintain tabs on and record any cookie orders that their clients have made.


It increases your internet presence while making it easier for more people to find and buy your products. increases consumer communication, enhances transparency, and lowers the rate of human error, all of which increase customer happiness. The information acquired is quite helpful and can provide you with crucial insights you can use to improve your business's marketing and sales strategies.


This Tracup Cookie Order Form is a useful resource for customers and sellers. Any cookie transaction must include it because it can aid in preventing misunderstandings and conflicts between parties!

Commission Calculate Sheet

Keeping track of the commission numbers becomes challenging when you got a large number of sales staff. Manager often finds it easy to lose data and other information when calculating stuff salary and accessing their performance.

No matter how complex your compensation system is, Tracup‘s commission sheet template makes it simple to figure out the commissions for your sales staff. No matter what you need in sales management such as commission rate, total sales, sold units and other figures, this template offers you an all-in-one tracker.

It's simple and easy to total up all those numbers with Tracup's Commission Calculate Sheet Template. Why don't you give it a try?

Commission Info Tracking

Since commissions accounts for a sizble portion of salesperson's salary, it's crucial to track commissions accurately and precisely. However, many find this work complex and challenging for it's easy to lost exact track of numerous sales data.

For effective commissions tracking, a lot of sales management professionals employ Tracup's commission tracking template. Commission Info template from Tracup provides more accurate payouts, bigger transparency, streamlined workflow, and enhanced insights of your business.

To collect more specific and detailed information for salespersons' salary accounting,this free simplified and professional tool reaches a helping hand to you!

Product Vision Board

A Product Vision Board is an effective way to visualize your product and its purpose. It helps you understand what makes your product different from others.

In order to create a successful product vision board, you must first have a clear idea about your product. You should also know who your customers are and why they would buy your product.

A Product Vision Board allows you to see your product as if you were already using it. It gives you a visual representation of your product and helps you determine whether or not it has potential. Use this presentation-ready product vision board template to gain support for your project. Create a compelling vision board to attract potential investors or partners.

Audits of Corporate Accounts

With Tracup you can easily organize, categorize, and streamline your Audit Planning once again. Never lose track of your audit process again with our easy-to-use app that will help you to stay organized and on top of all your budget and time-saving measures.

In addition to examining accounts and statements in the usual sense, enterprise audit also includes evaluating the production, operation, and management of the enterprise, and putting forward positive and reasonable audit suggestions in time.

Audits of the Corporate Accounts Template also can help to improve the operation and management, and maintain the economic benefits and the interests of the unit.

Concept Definition Map

A concept definition map is an effective tool to visually define ideas and concepts. It helps you to clearly explain the connections between key concepts. If you’re trying to come up with and organize new concepts, our concept definition map template is highly recommended for you.

In this template, you can group different tasks by status so that you can stay on top of the task progress. Moreover, you can set the start date and due date, and identify each task's complexity level, impact level, and task effort.

With its help, you can have an overview of crucial and complex concepts and track the task progress. That makes your work more efficient and effective.

All Staffs Meeting Organization

All Staffs Meeting Organization Template is an important way to keep employees informed and engaged. They're also a great opportunity to bring new ideas to light, discuss company goals, and build team spirit.

All Staffs Meeting Organization is a meeting where all stakeholders, leaders, and employees get together to discuss the most crucial issues affecting the entire organization.

It is also known as a 'town hall' or 'stakeholders meeting' because of the wide variety of formats used by companies for such meetings.

E-learning Course Development

An effective e-learning course is crucial to achieving higher learning rates. Yet, there are a lot of things to consider when developing an e-learning course. Our template here is ready to use for you to complete the development project plan of an e-learning course.

This template offers you an overview of developing an e-learning course, which will save you a lot of time. It also enables you to track each task’s complexity level and completion progress.

In this way, this e-learning course development template helps you manage development projects and finish them faster. Start your journey right now!

Advance Software Projects Management

Help enterprises to effectively adjust the related management of various activities and resources in the software project, which runs through the whole life cycle from the establishment of the project to its final completion.

Through software login, interaction and query analysis, let the project participants know and master the specific situation of each link of the project in time. Grasp the progress of the software project, control the cost of the software project, and maximize the benefits of the software project.

Have a unique software idea but don't know where to start? Try our easy-to-use template and view template that has stored for you!

Employee Daily Report

An employee daily report is an important tool for managers to track their employees’ daily activities and achievements. It helps them know what the employees have done at the end of the day. Our template here is a perfect choice for you who are responsible for the employees’ daily work reports.

This template includes information about a summary of finished tasks, backlogs, and other relevant details. It shows you how to write an employee daily report.

This template allows you to monitor your employees’ daily progress and performance from anywhere without having to meet with each team member personally. In this way, it makes your work more efficient and effective.

User Positioning Label

User Positioning Label is an important tool when creating content for your website or app. They help you identify who your users are and what they're looking for on your site.

A user positioning label is a fictionalized version of your ideal or present consumer. In order to boost your product marketing, personas can be formed by speaking with people and segmenting them.

Constructing personas will help you ask the right questions and answer those questions in line with the users you are designing for. In this article, we'll show you how to build a user persona profile using Google Analytics data.

Interview Management & Report

An interview report summarizes the conversation between the interviewers and interviewees in written form, which helps produce a clear view of the candidates’ performance. Our template here provides you with a good sample of the interview summary report.

In this template, you can group interviewees by status, record their basic information such as positions and departments, and track the overall interview assessment. Moreover, this template allows you to write narrative reports related to interviews and upload relevant interview files.

In this way, the interview management process will be made more efficient. Use this interview management and report template to create your interview reports right now.

Value Risk Assessment

An effective and technical way to understand what you should prioritize in your new idea list is by knowing how much these features are worth and the degree of risk associated with their implementation.

In order to do so, we must first know how much each feature is worth and the degree of its risk. Once we have done that, we can then decide whether or not to implement them. Finally, we can choose between implementing one feature over another.

This template allows you to list all of your ideas and their information per the custom field presented.

Construction Management

Manage your construction projects in Tracup by keeping all of your resources in one location. One of the most crucial resources for each construction team is a set of construction project management templates.


Using a pre-made template to plan your construction projects can help you to streamline every step of the process, from pre-sales and concept to construction and final delivery.


When addressing the numerous steps required to plan and deliver capital projects, attorneys may encounter difficulties. In order to support the project objectives of our clients, Interface Consulting offers a collection of front-end planning solutions. Our project audits and assessments, overseen by professionals with specialized training and years of experience in the field.

Change Order Form for Renovations

Create forms to streamline task creation and gather data! Share your plan with anyone, and the data you collect will be used to automatically create a task.


To seek adjustments for a construction project and track each request's approval, utilize a change order form. Construction companies use this form to update several parts of their development, including the workforce, materials, budget, completion dates, and terms and conditions that need to be modified for a specific project.


The building or construction of a structure involves many different parties. To make sure everything is in order, it's crucial to manage your change orders and monitor the status of each request.

Business Continuity Plan

A strategy called a business continuity plan aids firms in establishing risk management procedures that enable them to survive unexpected business occurrences.


An organized, thorough business continuity strategy can keep things going smoothly and effectively when there is an unforeseen disruption to your company.


The tasks and activities of the team should be the main focus. These can be tasks that are given to a specific person or to the entire team or department. Practices ought to continue since it is believed that they contribute to the stability of the team. This can take the form of any type of resource that aids the team in remaining stable in the face of unpredictable business occurrences.

Conference Management

Do you have any plans to host a conference for your business? You must be mulling over a bazillion questions right now! What location will host the conference? The sponsor will be who? What is the projected budget? Those invited who? Will the main visitor be present?


And so forth! A conference's planning and running is not an easy process. However, you can easily arrange a great conference with a lot of preparation, some effort, and the proper people! Conferences are essential for many types of organizations, including businesses, institutions, and start-ups.


A number of features to facilitate the smooth planning and execution of your conference and event Your life will be made easier with EventX's event management solution! Create a personalized badge app for the event check-in form.

Consultant Time Tracking

Time tracking is crucial for businesses especially those pay their staff on a time-based salary. Use this template for a consultant time tracker to assist your company keep records of the hours your consultants work with clients.


Tracup automates tracking time for consulting services helps to invoice clients, generate revenue and estimated time. This template works to meet all your demands of consultant tracking management.


To measure every billable and non-billable minute accurately, Tracup Consultant Time and Salary Tracking Template is designed to provide a professional and agile system for you. It will make it easier to get paid and receive revenue for each consulting minute.

Consulting Project Plan

Do you find consulting project management a complicated process to do? Still writing down every trivial procedure of your consultancy plan? Feeling hard to analyze and predict the growth of your business?


To ensure that you achieve each target, Tracup's consulting project plan template is intended to assist you in organizing, tracking, and forecasting the future business of your company. The Gantt chart and list included in these simple templates make it easier than ever to manage your job by defining deadlines and estimating workload.


Eager to enhance your work efficiency and streamline your consultation workflow? Want to make sure every detail of consultancy work going well? Come and use Tracup template to have a brand new work experience.

Customer Service Blueprint

When providing a service to a consumer, it can be challenging to identify precisely where things could be done better or where they are going wrong. Which represents the business's essential services to customers? What are the expected start date and due date of service?

Tracup offers useful, multi-layered and comprehensive Customer Service Blueprints template to assist you in the whole customer service management. It will automate the records of your frontstage and backstage actions as well as the strengths and shortcomings of current services.

Want to pursue more customers and improve their experience rapidly? Use Tracup Customer Service Blueprints template to well achieve your goals.

Account Planning Tracker

Account planning is essential in keeping existing clients and developing favorable relationships with them. It is the process of detailing key information about a potential customer or current client, such as their contacts, their business content, monthly revenue, and expanding your relationship with them.


Maintaining current clients and generating new clients are both essential components of effective account management. This template from Tracup provides a practical way to keep track of all of your accounts, notes, and follow-ups on one site.


With a variety of filters available, you can concentrate on different accounts according to their monthly earning, priority and other key elements. Account Planning Tracker Template lists out the most crucial information in client management.

Business Directory Listing

Connecting with numerous businesses in a particular location could be challenging if you have no way of doing so. Tracup‘s free Business Directory Listings can be tailored to meet your needs, whether you need to gather customer information, filter clients through different categories or have an overview of your business landscape.


With a range of customizable fields including locations, industries, and key products, Tracup is devoted to providing the most powerful and complete one-site business yellow pages. It will be the most helpful, effective and best online digital yellow pages system for your client's management.


Tracup 's free Business Directory will allow you to quickly discover more about a business and get in touch with them soon. Try one of our free templates for online business directory right away!

Nonprofit Grant Management

Grant management refers to a process through which nonprofit organizers can allocate and manage the fund received. If you are struggling with grant-related work, our ready-to-use nonprofit grant management template is highly recommended for you.

It is a great online tool that helps you manage the whole grant channel from possibilities to grants receiving. You can utilize this template to assign each task to a team member, track the status of each grant process, and record amounts requested as well as amounts received.

Start your journey to success with this template right now and make your grant workflow more efficient.

Effective Interior Design

Create an interior design project management tool to organize your projects and keep everyone on the same page.

Get organized by creating a space where you can store your files, photos, and other documents related to your work.

Keep everything together in one place so you can easily access information about each project.

Likert Scale Survey

A Likert scale survey is an effective and efficient tool to collect information from respondents about their opinions on a topic or a product. If you want to know how much your employees across all departments agree or disagree with a given subject or question, our Likert scale survey template is here ready to help.

This template offers you a Likert scale survey example that you can directly use or modify according to your needs. You can add respondents’ contact information and departments, so you can better analyze the opinions of employees according to different departments.

This easy-to-use template makes it simpler and clearer to conduct a survey of employees in the entire company. Create an online Likert scale you can access from anywhere now.

Job Application Index

There is no turning back once a job posting is published. Applications may begin to trickle in almost immediately, and if HR and recruiting teams are handling multiple job positions, keeping track of everyone who applied may rapidly become daunting.


Fortunately, there are great tools available today to make the process of applying for jobs easier, and Infinity is one of them!


Whether you own a small business or a large corporation, our Job Application template can be customized to your specific needs and made as easy or as complex as you like. The template includes a database of every job applicant with all the necessary data.

Class Assignment Tracking

This class assignment tracking template is right for you if you’re looking for a simple solution to keep track of your class assignments. It will help you manage your class assignment in a more efficient way so that you can spend more time studying and won’t miss any s single assignment.

It is a ready-to-use online assignment tracker for students that ensures you are always able to complete all of your class assignments on time for all of your courses.

You can add the classmates with whom you study together, prioritize the assignments, select the status to know where you’re going, estimate the time of completion, etc. Now, get started by adding each of your class assignments to this template.

Research Project Portfolio

This template is intended to help you design a secure, customizable space for all of your research projects and stay on top of their concrete progress. You can efficiently manage your research project portfolio if you utilize this template thoughtfully.

Using the research project portfolio template, you can assign each minor project to a member of your team, set priorities for each research project, and track the research progress to make proper adjustments.

In this way, you can manage all of your research projects from the initial research ideas to the finished products in one template and will not leave any single project unfinished.

Single Research Project

This template makes it easy for students to plan their own research projects from start to finish. It is an essential tool for those who want to complete a research project, which helps organize brilliant ideas and write a clear research project.

Whatever your type of research project is, you need to start it by defining your research question. The single research project template divides a single research project into outline, research, writing, and editing, enabling you to arrange your project in order and track your research progress in each stage. Use this template to create your own research project right now!

Research Source Management

It might be challenging to keep track of all the documents you’ve found from various sources when you’re working on a research project.

This research source management template is here to help you keep organized and make sure you remember every source document, so you can quickly locate the one you need when conducting a literature review.

It is an easy-to-use tool that helps you track source documents so that you won’t lose track of any important research sources. With this template, you can highlight relevant sources and summarize the source documents you’ve read, which will help save a lot of time when you cite the references later.

Student Organization Budget

A budget refers to an estimate of revenue and expenses in a certain period. A well-designed budget for a student organization can help the organization stay on budget. Our student organization budget template was created specifically for a student organization.

This template makes it simple for you to run a successful student organization. It is a fantastic budgeting tool for student organizations, which helps you plan the budgets of your student organization from events and clothing to food and beverage.

Of course, you can customize the areas where your organization needs to spend. In addition, you can record the difference between the budget and the actual, so you can create a better budget for your student organization next time.

High-Stadard Marketing Budget

By keeping track of your expenses and budget allocation, you can use our marketing budget template to quickly comprehend your budget breakdown.


Our intuitive budget tracking template helps you easily track your marketing expenses across multiple channels. Easily compare different types of marketing strategies, tools, or even different budgets within your organization.


Make it easy for anyone to request a budget from you. Track spend according to your own custom categories, or compare against others to ensure you're spending wisely.

Game Virtual Party Ongoing

Plan a comprehensive online watch party for the Big Game so that you may take in the important event with friends and family in the privacy and comfort of your own home.


By quickly setting up customised automations, you can put monotonous labor behind you. Send emails right away as deadlines approach and get instant alerts when work is finished so you can concentrate on the important things.


Based on how actual teams utilize the campaign tracking template, the suggested integrations are shown below.

Apparel Design Management

Facilitate your apparel development process from idea to production in one place! Keep track of your designs with a List view, or jump over to the Board view for an interactive visual representation of your apparel.


Designing apparel has never been easier! With our new app, you can create your own custom designs and share them with others.


Create your own unique designs using our app, then export them as PDFs or JPGs for printing on fabric.

Employee Scheduling

With the help of our Employee Scheduling template, you can streamline HR operations, generate custom work plans for each employee, and keep track of their vacation and sick days.

Having an employment schedule is a good concept, but handling data on paper or creating Excel spreadsheets is not (especially if you have more than 50 people on your team).

The good news is that using Tracup's Employee Scheduling template can significantly boost your company's productivity and save you a tonne of time.

Employee Database Management

The documentation of an employee's data, basic information, and many work-related details is done by human resource group professionals using employee database excel templates.


Keeping a record of all your employees' information can be a time-consuming task, whether you're an HR professional or a small business owner juggling many responsibilities.


Our employee database template provides one location to keep track of all employee information, including emails and dates of hire.it can be useful for a single location for storing all employee data, quicker access to pertinent data, Managing personnel by group or division, and streamlining HR procedures.

Project Plan Essentials

Working in a service-based industry can imply that you have a lot of obstacles to face all the time. It pays to put out a thorough project plan, whether you're juggling deadlines, striking arrangements with outside parties, or simply trying to keep clients informed as much as possible.


This duty becomes much more crucial in professions that are client-focused because every choice you make about your individual project as well as the overall caliber of your team's work can have a direct impact on your client's business. Fortunately, Tracup and this particular project-focused template will show you the way to easier projects, a better workflow, and content clients.


If you need a tonne of information quickly, the Table View is a fantastic little analytical tool. You can view everything that needs to get done on that particular day, as well as who is responsible for what chores, when those tasks are due, which tasks are active and in what stage of completion, and any other information you may have jotted down. When you need to see a lot of information at once, it is ideal.

Meeting Planner Arrangement

You must always go through a checklist of tasks while arranging an event to ensure that everything will go according to plan on the day of the event. From the promotion of the event to the finer points like renting the facility, placing a catering order, and arranging for speakers.


The Meetup Organization template will provide you with a straightforward Kanban board to keep track of all these details, in contrast to our other template that focuses on event organization.


This template, which is divided into sections for various aspects of event planning, will assist you and your team in getting a clear picture of tasks and task assignments.

Draw on the Wisdom of the Masses

Drawing on the Wisdom of the Masses is an important tool for solving complex problems. It helps teams come up with creative solutions and identify potential issues before they happen.

Use this template to create a list of ideas or questions about a topic. You'll be surprised by what comes out when you start writing!

A great way to generate new ideas is to brainstorm. This template makes it easy to do so. Just fill in the blanks and let your creativity flow!

Lifetime Deals Tracker

Are you purchasing mass lifetime-deal products? Find it hard to track all of them? Forget which one is refundable? Don't know how to manage paid tools and APPs?


Tracup offers FREE lifetime deals (LTD) tracker template to help you get an overview of your purchase, organize subscriptions by categories, and compare refundable paid tools by prices. This template is for LTD-addicted over there to find out the most efficient, helpful and cheapest products.


With Tracup lifetime deals tracker template, you won't miss any proficient appsumo deals and purchase them at low during Black Friday!

Daily Meetings Calendar

The last thing a freelancer or business owner wants to do is skip a crucial meeting that could result in their next big job.

Whether it's a meeting with a hot lead, your accountant, or a business partner, keep all of your sessions in one cohesive calendar that will help you manage all of your events for the month.

The Daily Meetings Calendar template from Infinity is relatively straightforward but includes all the features you need to stay organized. Save any pertinent information, including names, addresses, times, dates of meetings, and any other information you require.

Game Office Questionnaire Survey

Coworkers have the option to use this template to forecast the outcome of the game for a chance to win the title of The Game Fortune Teller.


Starting everything with a graphic board. To create the workflows of your dreams, drag & drop more than 30 different column kinds. Keep everything in the context of your real project, workflow, or process, from due dates to status columns.


By quickly setting up customised automations, you can put monotonous labor behind you. Send emails right away as deadlines approach and get instant alerts when work is finished so you can concentrate on the important things.

Student Attendance Tracker Template

With our Student Attendance Tracker template, you will quickly and easily keep track of attendance for courses, activities, and other events, enhancing your online education projects.


This visual employee attendance tracker template will allow you to track the attendance of each of your employees at a glance. Use this attendance sheet in Trucup to create a professional-looking employee attendance record. This is an accessible template.


We set up options and content to help you record attendance in a short period, while you can also record attendance by month or year. More convenient for your student management and teaching arrangements

OKR Template

To assist you in achieving your goals, the OKR (Objectives & Key Results) template is built on a goal-setting framework. You can prioritize tasks and work more effectively towards your goals by dividing each aim down into initiatives and using key results to monitor your progress.


You can allocate initiatives to team members, set deadlines, rank activities in order of importance, monitor progress, and assess the achievement of each goal using Infinity's OKR template.


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My Freelance Business

A solid business plan can be a terrific starting point if you're interested in going freelance. You may be ready for everything by making a plan for your freelance business, which will also make it more adaptable and durable. A freelance business plan, like a conventional one, makes you examine your company's viability in great detail. You can use the strategies it outlines to increase your clientele and revenue.


To stay motivated, productive, and organized as a freelancer handling several clients, you need all the assistance you can get. The My Freelance Business template from Infinity will assist you in keeping track of various activities and clients as well as crucial metrics that will show you what you're doing well and what needs to be improved.


When working as an independent contractor for another company, use a sample freelance contract. Set the parameters of the job, be clear about them, and receive payment into our shrewd new multi-currency company account.

Company Swot Analysis

A SWOT analysis template, which stands for strengths, weaknesses, opportunities, and threats, is one of the most popular strategic planning templates.
SWOT analysis may hold the key to revealing deeper facets of your company's strategy. Additionally, it can be applied to any circumstance that calls for strategic planning, such as project management, organizational change, market study, and so forth.


The Company SWOT Analysis template from Trucup can assist you in identifying your strengths and weaknesses. It can be useful whenever you require something to boost your creativity when it comes to business planning so that you can generate fresh concepts that address any obstacles in your path.

Course Planning

The sharing of knowledge is something we appreciate much. You may arrange your courses, easily design your syllabus, and even share the entire board with your students with the aid of our course planning template.


It must be chosen by anybody who wants to become more organized, from private language teachers to college professors. Some of them provide templates that will assist you in keeping everything about your course organized.


Use this free course scheduling template to keep track of classes, instructors, lecture venues, contact details, and more. Others have insightful queries that will help you pull together all the information that is needed to get a course online.

College Alumni Database

This template is highly recommended for you if you are an alumni relation manager who is struggling with managing the alumni network of your college. It is a helpful tool that helps you keep track of and contact your alumni to broaden your network and build better alumni connections.

With our college alumni database template, you can sort alumni by graduation year so as to easily track and manage the alumni data. In addition, you can collect all the necessary information about the alumni that you want to know, such as their current company, job title, and address. It will make your work simpler and more efficient.

HR Requirements

Keep track of each submitted request or inquiry and track it from incoming to completed in real-time as our boards are updated across all devices.

Your entire HR team can also stay up to date on the most recent version of any file and share documents, images, and feedback with everyone involved in real time.

Your HR team can manage all incoming requests, as well as completed tasks and projects, in one centralized workflow with our user-friendly HR requests template.

HR needs vary depending on the type of organization and its needs. In general, HR services continue to include recruiting and interviewing candidates, managing employee onboarding and orientation, handling employment records, administering benefits, managing employee data, dealing with payroll, counseling, and other responsibilities after this template. Some reference services are listed below.

Exam Preparation Schedule

This template is highly recommended for you if you are plagued by how to organize your incoming exams. It is an effective way to help you record the number of days left to study and keep track of the study status of each examination subject.

With the exam preparation schedule template, you can also plan your study hours spent in each subject's module according to its difficulty level.

This template allows you to clearly evaluate your current schedule and make timely adjustments before the exams come. With its help, you can prepare for the exams in a more efficient way and get higher grades.

Academic Requirement Tracking

Are you still confused about the gap between your academic accomplishments and academic requirements? This template helps you keep track of how many academic requirements you meet and ensure that you can obtain the degree on time.

It offers you a visible sight of the importance of each academic requirement. In this way, you can know what you have accomplished and what remains to be finished.

With the convenient academic requirement tracking template, you will move closer toward your degree step by step until you receive credits enough to obtain the degree.

Guidelines for the Brand

A brand guideline is an essential document for any business. It helps define what makes your brand unique and memorable.

In this article, we'll show you how to create a brand guideline for your business. You'll learn about the different types of brands, as well as how to write a brand guideline.

Whether you're starting a new business or rebranding an existing one, creating a brand guideline is an important step in establishing a strong identity.

Action Program Plans

An action plan is an effective tool for managing your projects and keeping your focus on your goals.

In this template, we'll show you how to create one for yourself. There are many ways to approach creating an action plan; here are three different approaches to help you decide what works best for you.

You may be wondering if there’s anything special about creating an action plan. We’ll explain why it’s so important to do so.

Nonprofit Donation Tracker

A nonprofit organization deserves better. That’s why we design such a goodwill donation tracker that automates the management of donation data. Now, you can use our nonprofit donation tracker template to keep track of which donor gave what amount to which program in an easier way to stay on top of charity money.

You can add donors’ basic information, donation dates, donation amounts, donation programs, and others in this template. In addition, you can record the donation type of the donors, such as cheques, cash, and telegraphic transfer. It will help you save time.

This template allows you to gather and track donation data from anywhere in the world. Create a free online donation tracker for your nonprofit organization right now.

Client Work Management

You may build a strong client onboarding and management system with the aid of our Client Work Management template, which will eventually lead to higher client retention rates.


Fear not if you're having issues with customer retention or losing clients throughout the onboarding process! In addition to defining and organizing your client onboarding, Tracup's Client Work Management template will help you create a client management system that will wow both your clients and your team.


Parts two and three of our free training for agency owners, consultants, and service providers use this template. You may use it to help with developing a clear, structured system for onboarding clients and managing work, maintaining a client's goals, tasks, and projects in a single location.

Life Bucket List

An individual's list of adventurous things to do before they "kick the bucket" is known as their bucket list. Our free Bucket List Template can assist you in achieving your wacky objectives, whether you have 10 or 50 things to complete before you pass away.


Simply fill up this online spreadsheet with information about what you want to do and where you want to travel. Once you've completed it, you may access your completed Bucket List Template from any device, even if there is no internet connection. This makes it ideal for activities like hot air ballooning, elephant watching, and hiking.


Who said it can't be enjoyable to plan ahead? You can categorize your goals using this bucket list template's color-coded labels. You'll be able to rate each item on your list out of five stars once you're ready to check them off, which will help you remember all the fun you had. Life is short, so make the most of it by making a bucket list using our template, whether you're a thrill seeker or a chill seeker.

Login Page Management

The landing page is a separate web page that focuses on your mission and goals and takes it as the direction of an organization.

It simplifies the tedious process based on what you initially see when you enter the site, making the results clearer and more reliable.

The design of the login page must be beautiful and all design elements searched should fit the style of the site to meet the needs of the user.

Apartment Search Comparison

Looking for an efficient office tool? Want to quickly and efficiently filter out the right housing information? Tracup will provide you with an unprecedented experience to help you better manage your information.


Our forms help you keep track of rent, location, appliances, and more when you're looking at multiple properties. Don't get bogged down in the specifics or feel overburdened by all the factors you need to take into account. Instead, arrange your ideas and keep track of the specifics from one apartment to the next using a spreadsheet. You'll be better able to make decisions later on if you do this.


You can use the sample apartment search spreadsheet on this page. It will also help you consider the aspects that are most significant to you and explain some of the benefits of using an apartment search spreadsheet.


With this form your life will become more organized, helping you manage a wide range of information at the same time and helping you make good decisions.

Sales Lead List

You wouldn't believe how simple it is for a lead to get lost. Additionally, since leads are the lifeblood of sales department, it would be extravagant to allow even one to be lost. When your lead volume starts to increase, you'll need to compile a list of leads. The Sales Lead List template by Tracup can provide you with a useful tool to attract more potential leads.


Through using our Sales Lead List template, you can collect all of your leads into one list, keep a detailed record of the latest person who contacts you, and sort and filter leads with countries, companies, sources and other factors.


This Lead List template brings sales workers the closest monitoring of leads' contacts progress.

Comparative Matrix Analysis

In order to compare restaurants, we first need to understand what makes them different. We then create a comparison matrix to organize our findings.

To help you decide where to eat on your next trip to different cities, we created a comparison matrix to analyze the top 10 restaurants based on their location, price, food quality, and service.

When you're looking for a new place to dine, you'll want to know if they have good reviews, great food, and affordable prices. Use this comparison matrix to narrow down your choices!

Donors' Activities Tracker

This donors’ activities tracker template is a top donor management tool specially designed for a nonprofit organization to track the donors’ activities and interactions. It is helpful to build better connections with donors.

With the help of this template, you never have to worry about losing contact with a donor again. You can record all the communications you’ve made with the donors of your organization in this template, including activity type, activity status, and activity date.

This template is a simple and quick way to stay on top of all the interactions with donors in one place. In this way, it ensures there is a sound relationship between your nonprofit organization and donors.

Establish Brand Feature Guidance

A brand style guide is an essential tool for creating consistent brand messaging across all channels.

In this template, we'll show you how to create your very own brand style guide.

A brand style guide helps you establish a set of guidelines for developing your brand’s visual identity.

Project Brainstorming Session

Have you found that the brainstorming in your team is disorganized and lacks focus? How do you get to a point where everyone on the team can share their ideas? How do you collect all of them and track their progress? Want to make all the stuff easier? Using Tracup eye-catching Project Brainstorming template!


This template will inspire everyone on the team to be creative and lateral-thinking, to come up with innovative ideas, and to offer their viewpoints from all perspectives rather than being afraid to speak up. As for managers or leaders, it allows a quick and complete collection of ideas and advice.


Tracup Project Brainstorming Session Template gives teams a perfect platform to innovate! Apply this template to your personal workspace and start brainstorming!

Finances Bill Tracker

The greatest method to understand how you're spending your money, find unforeseen hidden costs, and maximize your revenue is to keep track of your accounts.


Thanks to Tracup's Finances Tracker template, tracking where your money comes from and where it goes has never been so simpler. Keeping accounts might initially seem tiresome and time-consuming, but this template will offer you a simplified model of quick bookkeeping every day!


Learning about your daily income and expenses with Tracup's template enables you to keep a balance of payments and spend money reasonably.

Workout Routine Planner

Are you always thinking " I'll start working out tomorrow" but never do? Are you a fan of fitfluencers on Instagram or Youtube and watching their exercise videos while lounging in bed and munching on popcorn?

It's time for you to get up and make your own workout plan! Fill in Tracup's free workout planner template, you will soon get a personal-designed exercise timetable for yourself. Keeping fit as influencers suddenly become so easy to follow.

The Covid-19 pandemic still hits the world, why don't you start working out with our template to improve your immune system and be healthier?

Receivables Accounts List

You can keep track of what your clients owe you in a standardized, straightforward format with the aid of an accounts receivable template. The process of collecting those receivables is also referred to as account receivable.


This might involve setting credit policies for your business, billing clients for goods provided or services performed, keeping structured records of accounts receivable, etc.


Your small business might eventually outgrow using a straightforward template spreadsheet to manage your accounts receivable. When that happens, you can spend money on a comprehensive accounting software program that generates receivable aging reports and automates and streamlines your accounts receivable process.

Support Ticket System

If you don't have a well-established system in place, receiving a lot of support tickets regularly might quickly become overwhelming for you and your staff. You can easily, effectively, and rapidly manage all of your support tickets in one location using Tracup's Support Ticket System template.

Fortunately, you'll be able to follow up on any concerns your customer support staff raises thanks to our Support Ticket System template.

The template includes a request, suggestion, and email of new activities. Additionally, you may arrange all of your tickets into multiple tabs and filter, classify, and sort your things based on Support Status or Ticket Type.

Marketing Agency Client

Finding the appropriate toolset to manage the duties, accounts, campaigns, strategies, channels, etc. for your various marketing clients will be a struggle.

Tracup's Marketing Agency Client template will provide you with a client database, file-sharing system, team communication platform, and task management tool all in one location if you're searching for a robust yet intuitive, seamless, and feature-rich platform to handle all client operations.

Never worry about clutter again by organizing client data with 20 customizable features including links, attachments, dates, and members.

With the Marketing Agency Client template, you can manage your clients like a pro and design the ideal workflow for ongoing tasks, KPIs, and plans.


Contact Networking Management

Our contact networking management template is designed to help you achieve professional success by allowing you to track all of the valuable contacts you've had.

It is an easy-to-use tool that helps you stay on top of your connections with these contacts and determine the right time when you should contact them.

You can keep all your contacts in this template and group them by industry to maintain and grow your professional network. In this way, you won’t lose contact information and can make the best use of the contact resources you have obtained. What's more, it drives you closer to your career.

Design of Building Structure

Architectural Design Project Management Software helps you efficiently plan, organize, and control the entire process from concept through completion. It includes project management tools, workflow automation, and collaboration features to help you stay on schedule and meet deadlines.

With Architectural Design Project Management software, you can easily create and assign tasks, track progress, and communicate with clients and team members.

And because it integrates with other popular apps like Google Drive, Dropbox, Slack, Trello, Asana, Basecamp, and more, you can keep everything organized and up to date.

Creative Presentation Requirements Planning

Setting clear goals before embarking on a creative activity requires planning. This type of project can be managed using our template.

The core purpose of requirements planning is to make adequate preparation before requirements development. From a business perspective, quickly locate the location of the project.

Stand in the project management perspective, clear project construction objectives, tasks, content, etc.

Resource Library Management

This resource library management template is a useful resource-sharing tool to manage your student organization’s resources, which helps display the information in a visually appealing way. It’s perfect for those who want to create an online resource library for student organizations.

This template is designed to help make the best use of your organization’s resources. You can add the resources to different groups according to their types, assign a person to update each resource, and roughly describe what the resources are about.

In this way, it is convenient for viewers to access the resources they want. Use this template to design a resource library to share the resources of your student organization right now.

Construction Subcontractor Tracker

You might have had trouble managing all the subcontractors that are working on your construction projects. Using our construction subcontractor tracker template, you can easily keep track of all the subcontractors.

This template is an essential construction management tool for both large and small projects. You can group all of your subcontractors into service subcontractors, structural subcontractors, and others. Just enter their names, telephone, email, type, etc. to create a new subcontractor database.

In this way, you can easily track all of your subcontractors and view them from anywhere. Get started right now.

Publication Submissions & Review

You’re able to manage the whole publication workflow from submission and review to publication by using this user-friendly publication submission and review template. It is an efficient publication process management system that helps you track everything related to your publications.

This template makes it simple for you to manage your publication process, in which you can add multiple editors and their decisions and view the results. It can be customized in accordance with the real journal publication timeline.

In addition, you can upload the relevant files and add the author’s contact information as well as biography. Thus, it is convenient for you to keep in contact with them when needed.

Effective Design Sprint Table

Design Sprint is a five-day process for answering critical business questions through design, prototyping and testing ideas with customers.

The card-based process allows you to change and test your way to the best possible outcome by creating, then eliminating design choices.

This comprehensive, easy-to-use template will guide you through every stage of the design sprint.

Film Production Budget Table

Film budget template gives detailed information about your film production cost and helps filmmakers like you plan out your finances to prevent loss in the end.

Film budget is the basis and important reference of film investment, and the premise of film management and market operation.

High-quality film budget is the guarantee of film shooting, production and distribution, as well as the guarantee of investors' interests.

General Contractor Solution

This general contractor solution template makes it easier than ever to organize and track your construction projects. It is an essential constructor project management system that helps you do general building plans and track construction projects.

Not only can this template keep you organized in managing a construction project, but also help you keep track of timelines for each project. Moreover, you can stay on top of all the tasks in each stage of a construction project, from project information, tasks, RFIs, and submittals, to punch lists.

With our general contractor solution template, you’ll be able to track your construction projects from anywhere. It’s the perfect tool for busy general contractors who need to stay organized and focused. Get started right now.

Client Sales Process

Is there a secret recipe for increasing deal closing and referral success rates? It's nice to know that all effective marketing offering professional tried-and-true, clearly laid-out client sales procedures consistently results in the required results.


If increasing revenue possibilities is your aim, you might want to start laying a rock-solid foundation for your sales process as well.


You'll have a flexible pipeline that is already set up to assist you in gathering and analyzing sales data, finding potential clients, qualifying leads, identifying prospects' needs, etc.

Construction Project Management

This template is highly recommended for you if you’re struggling with managing all the minor details related to your construction project. This customizable construction project management template can help simplify your work by offering an easy way to track the progress and deadlines of each project from construction and quality control to completion.

It’s a handy tool for organizing all the details of your construction project. You can add projects in accordance with the status where they stand and view the main phase of a unit.

This template helps you stay organized, so you won’t miss deadlines or lose track of important information about construction projects. It will save a ton of time, and you can focus on other important things.

Accounts Payable Checklist

For novice or experienced small company owners, this free accounting template and bookkeeping spreadsheet are simple to use and comprehend. Our staff has expertise in managing donations, grant accounting, and more. To ensure the success of your social company, contact Purpose Forward.


A pre-made accounting statement that you can download and modify to meet your company's needs is known as an accounting template. These templates typically come with pre-populated fields or have a number of columns that have labels; all you need to do is fill in the blanks with your own financial data.


Take control of your sales data, earnings, invoices, projected revenue, and more. Keep track of your accounts payable and receivable to avoid chasing down past-due payments.

Consulting Service Management

The organization uses a platform called the Directory Template internally to track and manage all employee data centrally. The template may collect numerous information on the company's workers, such as their names, email addresses, roles, personal interests, start dates, biographies, paid time off, and more.


The user of this template can track an employee's employment status as well as save employee data. This provides a quick summary of the various departments and the geographical assignments of the staff.


No of their position, the template in Tracup strives to assist you in gathering and storing a tonne of data about your personnel. You may use it as a database to keep tabs on the whereabouts of your staff within the business.


Regardless of an employee's status, the list view shows all of their data. It is organized by Status to make it easier for you to keep track of and evaluate each employee. The custom fields provide details about each employee's status, role, abilities, and other attributes. However, you should click on each employee's task card if you want to make notes or attach files.

Order Payment Form

A customer pays for his or her purchase using a credit card, debit card, PayPal account, or other methods. Online stores accept payments from consumers through different methods such as Credit cards, Debit cards, PayPal accounts, etc.

When a customer makes a purchase on an eCommerce website, he or she must provide some form of identification. In order to verify the identity of the user, the merchant may ask for additional information like name, address, phone number, email address, etc.

Once the transaction has been verified, the merchant sends a confirmation message to the customer’s email address. After receiving the confirmation message, the customer completes the transaction and receives the product.

IT Management System

Control all of your IT activities from a single collaborative workspace. Streamline your business procedures to make sure that communication is simple and straightforward.

We've created a comprehensive guide to IT operations management, including everything you need to know about managing IT operations effectively.

IT operations management is the backbone of any successful business strategy, but it requires constant attention and maintenance. Get up to speed with this guide!

Go-to-Market Strategy Plan

A go-to-market (GTM) strategy is defined as a step-by-step plan before a new product or service is successfully launched. It is crucial for any business to create an effective GTM strategy. Try this go-to-market strategy plan template, and you will find it easy to use.

The template provides you with a sample framework of how to create a GTM strategy plan. It allows you to cooperate with your teams and align across groups to work toward common business objectives.

It enables you to identify different GTM strategies based on the business type such as B2B or B2C. Moreover, you can map out all the GTM plans, set the deadline, and add descriptions or comments if necessary.

Marketing Sprint Plan

You need to know what it means before planning a marketing sprint. To put it simply, a marketing sprint is to break down a big and complex campaign into more practicable pieces and achieve success in a shorter period of time.

This customizable template is designed specifically to help plan your marketing sprint. It enables you to confirm the tasks and objectives of your marketing campaign.

With the assistance of the marketing sprint plan template, your next marketing sprint plan will be more reasonable and practicable, enabling a successful marketing campaign in a few days.

Non-Profit Activity Planning

Non-Profit Activity Planning is a great way to stay organized and on top of things. It helps you keep track of everything you need to do and lets you know when you’re done.

Non-Profit Activity Planning makes it easy to see what needs to be done next. You can even set up reminders so you never forget about something important. It gives you the ability to organize your life better. It helps you stay focused and on task.

This comprehensive list gives organizers with all the assistance needed for tracking, verifying, ensuring that all assignments are completed and taken care of. It also includes a list of resources that can be used by event organizers to help them keep track of tasks and ensure that everything goes as planned.

Macro Flow Chart

In process improvement, a Macro Flow Chart is a tool that summarizes the inputs and outputs of one or more processes in table form.It stands for suppliers, inputs, process, outputs, and customers which form the columns of the table.

It was in use at least as early as the Total Quality Management programs of the late 1980s and continues to be used today in Six Sigma, Lean manufacturing, and business process management.

To emphasize putting the needs of the customer foremost, the tool is sometimes called COPIS and the process information is filled in starting with the customer and working upstream to the supplier.

SEO List Management

Make sure your website has a strong foundation by using these five essential elements.Check out our list of the best free tools to help you analyze your site. Find out what keywords you should be targeting to increase traffic to your site.

Get an overview of Google's algorithm updates and how they affect your site. Learn about the latest changes to Google's mobile ranking factors. Discover how to improve your site's performance in Google's webmaster tools.

It is designed to remove the stress from creating content for your site or blog. A must-have tool for anyone serious about building an online business through their website or blog.

Process and Procedures

This is a template for a process and procedure list. Are you ready to implement processes at your business? The steps you must take to develop a living process document are highlighted in this process and procedure template.


To determine how the processes will interact with one another, you can also use the whiteboard. Procedure and Procedure provides a thorough breakdown of how to carry out a process from start to finish. Tracup provides a template for a list of the Process and Procedures.


You can maintain all of your company's established processes and procedures using this template. This helps to maintain organized documentation and efficient operations.

Post-Activity Opportunities

This Post-Activity Opportunities template is one of the easiest ways to evaluate attendees' and employees' satisfaction, or lack thereof, during an event.

Use this template to measure results from your event and provide you with valuable feedback on what worked, what did not and what you can do better next time.This Post-Activity Opportunities template is one of the most effective ways to attendees' satisfaction during an event.

A Post-Activity Opportunities template is an online survey tool that allows you to create custom surveys quickly and easily. Use this tool to collect valuable insights about your event and improve your next one.

Legal Client Management

Organize all of your clients' cases in one spot where you can keep track of them. With Tracup, it's simple to communicate, set deadlines, outline expectations, and update clients on your progress. With the help of this template, crucial information will never be overlooked!


This template gives you a brief overview of the contacts and clients at your company. View the transactions, bills, and matters that they have in common. To ensure that no follow-up, detail, or conversation is overlooked, keep client information structured. additionally, you may keep track of a client's previous correspondence with your business via email, phone, and in-person meetings.


You can have information in custom contact data fields that are necessary for your company's processes. Your ability to meet and surpass your contacts' expectations will improve the more you are aware of them.

Promotion Plan Form

Create an event calendar that allows you to store information about upcoming promotions, events, and other important dates.

Embed a calendar widget onto your website so visitors can see when your next sale is coming up.

It can influence consumption, stimulate demand, and expand the market. At the beginning of the launch of a new product, customers are concerned about its performance, use, and function, I did not know the characteristics of the product.

Legal Project Assignment

A tool for allocating responsibilities called Legal Project Assignment List provides an effective overview of the legal tasks' workflow and the accompanying assignees.


A project assignment is a tool used to manage the tasks assigned to a team inside a company or organization. The quality of the work is raised, and this application makes it simple to keep track of the chores necessary for bigger projects.


Using this template in Tracup will make it simple for you to remain on top of your cases. You may monitor, track, and assign jobs with this tool all in one location. Utilize this Tracup template to stay on top of your workload and win cases! This application efficiently lists the parties you have been designated to represent you in court.

Employee Workload Management

Effective workload management benefits both employers and employees. For one thing, it helps increase work efficiency; for another thing, it avoids overloading employees. This employee workload management template guides you to better manage the workload of employees.

In this template, you can add all the tasks that need to be done in your team and group them by status at first. Then, you can determine each task’s assignee, deadline, priority, estimated completion time, and other factors related to these tasks.

In this way, you can make the best use of managed workload to make your team more efficient. Use this guide to manage the workload for your employees now.

Learning and Development Project

You can fill the gap between project management and instructional design with learning and development. This gives you a fundamental foundation for creating online courses that will help you increase student success rates and course effectiveness.


Learning and Development provide a crucial framework for designing educational programs that can help raise course completion and effectiveness rates. Enhancing a person's capabilities, knowledge, and skills results in better performance at work and is a rigorous process.


You may combine project management with an instructional design using this Tracup template. It assists you in creating and monitoring effective e-learning programs for your staff.

Real Estate Closing Checklist

This is a Real Estate Closing Checklist List template. It is your duty as the buyer's or seller's agent to provide a real estate closing checklist that details the duties that must be fulfilled as well as a thorough schedule of occasions in order to ensure a smooth transfer of ownership.


It outlines all the expenses that must be covered, the information that must be provided, and the disclosures that must be signed before the title may be transferred.


It ensures a smooth closing and keeps you on track as a property manager.
You can download a Real Estate Closing Checklist List template from Tracup. The template gives you access to various views, including lists and table view.

Marketing Strategy Action Plan

A marketing strategy action plan generally includes what needs to be done to expand your business through marketing. It is often used by companies to work out and carry out marketing strategies.

The easy-to-use marketing strategy action plan template is designed to help you create an effective plan, track a marketing campaign’s progress, and achieve your goals. It enables you to document the expected objectives and achieved results.

According to the real-time results, necessary adjustments for your marketing strategies can be made along the way. Moreover, this template allows you to better cooperate with various teams in your company.

Email Marketing Strategy

Email marketing is a commonly-used strategy to promote your product or service. It should be noted that the email content must be appealing and engaging as much as possible. Here’s our easy-to-edit email marketing strategy template from which you can draw support.

This pre-built template enables you to effectively collaborate with your marketing team. You can assign a team member to undertake a task and set the due date.

Moreover, it allows you to conduct email marketing segmentation by further defining the target audience. With its assistance, you can track email marketing performance by viewing the open rate, clickthrough rate, and opt-out rate.

Content Marketing Planning

It has been demonstrated that content marketing has fantastic effects on businesses. An effective content marketing plan will help you generate more leads and inspire your marketing strategy. This content marketing planning template is ready for you to create a feasible plan to conduct content marketing.

The ready-to-use template aims to help you track and organize all of your content ideas. It allows you to identify the content orientation, which helps ensure that your content won’t stray from the point.

In addition, you can assess how much effort you put to improve yourself next time. It enables you to post and publish content more consistently.

Marketing Content Management

It’s not easy to create marketing content and manage it through multiple channels such as websites, blogs, and social media, but this template makes it simple. You may use the template as your one-stop shop for everything related to content management since it will walk you through setting up and using your new custom template.

Start by assigning a team member to undertake a task. This template allows you to understand the primary marketing goal that the content aims to achieve. It also gives you a view of the difference between budget and actual expenditure.

Moreover, with the help of this template, your team will be able to manage work across multiple channels, efficiently receive and handle requests for new content, and comment on each other’s work.

Patient Management

How can we make sure that patients are treated effectively and doctors can do their jobs efficiently when doctors are getting busier and busier? Every patient wants to receive the most professional care from the doctor, and we believe that every doctor wants to do his or her best to help as many patients as possible.


You are given a form by Tracup that enables you to categorize various patients, assign them to a doctor for various diseases, and keep track of their medicine and therapy.


This enables resource consolidation and facilitates improved patient-physician communication. We allow you to create forms that are specific to your hospital and to customize the content as needed.

Social Media Promotion of Brand

Our Social Media Promotion of Brand Template makes scheduling easy by allowing you to create a visual representation of your entire social media calendar. Use this tool to plan out your social media strategy and see what works best for your brand. Create an effective social media calendar using our free template.

Social Media Promotion of Brand is an easy-to-use tool that can simplify your planning and scheduling of social media content.

Here, you can add your content ideas, content types, publishing schedule, publishing platform, and the option of collaboration with the whole team.

Marketing Campaign Analysis Report

An effective marketing campaign analysis report helps you develop a better marketing strategy to achieve business success. If it is nerve-wracking for you to analyze marketing campaigns, this sample marketing campaign analysis report template might be a good choice.

This template visualizes all your marketing campaign performance data. You can easily see and track the campaign’s target audience, budget, clicks, CPC, CPM, CPA, and more.

Based on the analysis findings, you can have a clear understanding of the successes and failures of marketing campaigns. Edit and customize this template according to your requirements.

Marketing Campaign Outline

Are you still overwhelmed with managing and tracking a lot of marketing campaigns at once? This marketing campaign outline template is ready to help you. It is a very useful place to develop and organize marketing campaigns from beginning to end.

You can see a list of all your upcoming and ongoing marketing campaigns. It summarizes all the campaigns in one place, including assigned teams, social media types, campaign types, and campaign channels. That helps find the best channels to achieve your goals.

The customizable template enables you to see the overall progress of each marketing campaign. Utilize it now to organize all your marketing requirements and make successful marketing campaigns.

Work To Finish

Using this Work To Finish template, you can easily and effectively organize your task list! Use this tool to correctly plan your daily tasks and annual master plan, and lay a good foundation for a productive year.

Create a job list that meets your needs. This template can be adjusted to the preferred time frame, set priorities, designate comments as notes, and describe your task flow.

Everyone has their own work to-do list to ensure that they are all recorded and not left out before being delivered.

Travel Agency Management

Travel Tracker is an easy way to track everything about your travels. Use it to keep track of all your trips and expenses.

This Travel Agency Management template can manage and sell tourism products, and it can also coordinate between tourists and tourism supply enterprises. In this way, tourism activities can be carried out according to the plan. At the same time, it has the functions of distributing economic benefits and providing information.

Do you ever wonder where your next vacation will be? With Travel Tracker, you'll never miss out on another trip again!

User Persona Management

A user persona profile helps you understand who your customers are and what they want from your business. Use this template to build one for yourself.

User Personas Management is an essential tool for marketers who want to understand their customers better. They allow us to create a more realistic picture of our target audience.

User personas Management is a great way to identify your potential customers. You can also use them to develop a strategy for your next marketing campaign. Create a user persona profile to help you understand your customer base and develop a more effective strategy for your business.

Urban Construction Planning

Kick off your urban planning projects with a structure that works! Manage all of them across locations from request to completion - directly inside your workspace! Use custom fields to keep track of project phases and locations to see your projects on a map!

Get organized with this step-by-step tutorial on how to create a visual schedule using a traditional calendar. Sync your tasks to Google Calendar so you never miss an important deadline again! Set up a view so that when you open your calendar, you see only the information you need.

Group your task columns by status, assignee, priority, tag, or due date, and choose the order of these groups. Use our Board view to create a Board as part of your ideation process!

Brand Promotion Plan

A brand promotion plan aims to make your brand more impressive and attractive to increase leads and customer engagement. You can plan and organize your branding promotion ideas here in this template.

The easy-to-use brand promotion plan template enables you to make a schedule for your promotion events. You can assign the right member to undertake a specific task, set the timeline, and record promotion objectives.

In addition, communication within your team will be made clearer and simpler, which ensures the latest updates are informed timely. Use it to successfully promote your brand now.

Superior Social Media

Social media is one of today’s most effective ways to build a brand, grow an audience, and connect with millions. But if you don't know where to start, this guide will help you plan and organize your content based off platform, publish status, or even insight.

Social media is one way to reach out to people, but it doesn't always work. That's why we've created a step by step guide to help you create the best social media strategy.

This social media post template also provides custom fields in each view, allowing you to add organizational details such as content category, assignee, draft link, etc! In addition, you will get custom status to help everyone stay on the same page while tracking the progress of each post.

Market Competitive Analysis

The market competitive analysis aims to give you an overall overview of where your product or service stands in the market by analyzing the advantages and disadvantages of competitors. Therefore, it’s important to conduct a market competitive analysis.

This market competitive analysis template assists you in determining how relevant your product is to existing and future competitors. In addition, it allows you to assess the competitors’ strengths and shortcomings by viewing the growth rate, market share, and other indicators.

In this way, you can recognize the gaps in the market that you can make use of. Now start your market competitive analysis in a collaborative and effective manner.

Social Media Ads Management

Social media is an important channel for advertising. Yet, it might be overwhelming to manage multiple social media ad accounts since there are a lot of details to take into account, such as timelines, requirements, and expenses.

Try our social media ads management template, and it will make your workflow streamlined. The ready-to-use template is a fantastic tool to track both the advertising pipeline and clients.

It allows you to manage your ads of different types on multiple social media platforms in one place. Moreover, you can add a summary of the ads if necessary. That makes your work more efficient.

Holiday Plan List

To be able to plan out things in your business, such as the calendar of events and monthly capacity, holidays must be taken into account. You can manage these special days off with the aid of this Tracup template.


Organizations utilize holiday planners to keep track of employee absences, including who is going and for how long, as well as the type of vacation they are taking. For whatever size or kind of business, keeping a tight eye on who enters, who exits, and for how long is essential.


Checking in on your employees is a need in every workplace, and granting them time off is required by law. With the tracking, planning, and monitoring of staff holidays, this template is meant to assist you.

Executive Project Status Report

You may stay informed about the projects you manage or sponsor with the use of an Executive Project Status report. The tool's objective is to make sure that you can quickly and easily access crucial project details like cost, timeframes, and project status.


This makes it particularly useful when you are juggling several projects at once. Now that you are aware of what an Executive Project Status Report is, let's look at making a template in Tracup for you!


We hope that this template gives you a quick and simple method to assess the many projects you have in the works. To fully utilize and customize this template, be sure to experiment with Tracup's views and configurable features.

Example Project Plan

A project plan is a group of formal papers that describes the execution and control phases of the project. The plan takes into account risk management, resource management, and communications in addition to addressing scope, cost, and schedule baselines.


There are many things to consider and keep in mind while working on a project. You might use Tracup's Example Project Plan template to plan, track, and manage the tasks assigned to your team so that they can do them effectively and on time.


Working on a big project while making sure that everything is complete, everyone is on time, and deliverables are given on time may be challenging. Tracup designed the Example Project Plan template to help you complete all of these duties while ensuring the success of your project.

Company Deployment Plan

A deployment strategy is a process that enables team members to comprehend security measures, backup plans, and the specific duties of each member in order to make sure that a software product is ready for distribution.


When creating deployment plans, staff members aim to provide clients with a flawless deployment experience. During development, for instance, keep track of the tasks that each employee is charged with completing to assist ensure that the new software is error-free.


There are fewer software issues because everyone is aware of who to contact with any inquiries about the task.

Content Calendar Management

Planning long-term content is a common technique in many marketing strategies. If you're utilizing content marketing to increase your online presence, being organized is crucial.


You can easily set up a procedure for creating content, plan when and how it will be distributed, and routinely share content to stay on your course work with this Content Plan List.


Regardless matter whether your team is producing material for a blog, social media, or even an editorial, a content calendar helps you keep track of your team's workflows and monitor publishing dates. A content calendar is used by marketers to plan out their future content creation.

Effort Impact Matrix

The Project Management Office (PMO) of the company can use this Tracup Effort Influence Matrix template to prioritize corporate activities or projects based on the effort needed and the impact on the organization's goals.


Assessing a course of action's impact frequently involves determining if it can successfully achieve a certain project goal. An impact effort matrix can be used to analyze the relative impact and effort of various acts to discover which ones have the best chance of being successful.


To illustrate how efforts differ in terms of these two important factors, utilize an effort impact matrix. It provides a framework that teams may use to make objective, well-informed decisions about their next moves.

Change Management Simple Plan

The outcome of a company's response to a major transition or change might be made or broken.


Filling in the gaps and adding more information to the areas that are already designated in this template will allow you to get started right away and will speed up the completion of your change management plan.


An evaluation of the impact of the projected change on the project's budget, schedule, scope, resources, and stakeholders forms the basis of a project change management plan, which specifies and explains the process to manage the change.

All Hands Meeting

Company-wide meetings are essential to maintaining open lines of communication and ensuring that everyone is aware of and on track with individual and team goals. There is space to exchange information, promote cooperation, clarity, and alignment, and make announcements about upcoming agendas.


There is space to exchange information, promote cooperation, clarity, and alignment, and make announcements about upcoming agendas.
A regular corporate gathering when all stakeholders, executives, and workers get together to address the most critical issues impacting the whole business is an all-hands meeting, also known as a town hall.


It is essential to maintain structured meeting minutes since doing so makes it simpler to keep track of all the all-hands meeting agendas and their specifics. This template makes it simple to manage, monitor, and organize meeting-related information.

Management of Implementation

Enjoy your stay at the Implementation Template! Here, you can keep track of your services for current clients and find pertinent information to easily onboard new ones!


You can ask your contacts to submit new projects or engagements by publishing the form that is linked to that list. The manager can then utilize that list to go over any new correspondence, make sure all the pertinent information is prepared, and send it off to the right place.


You now have a location where each internal team member may organize their work, service by service. To group all work items by person, you can even build a folder-level view!

Student Progress Management

This template will help teachers of all stripes keep tabs on their pupils' progress, behavior, and other factors over time. It is a place to start, to provide you with concepts and a fundamental framework. We invite you to make it your own by editing and changing it.


The place to create a system that works for YOU is Tracup. This article has some useful information, which you may access using the page list on the left.


Since teachers serve as the students' lighthouses and schools serve as their cradles, it is imperative for all students, teachers, and even schools to have a clear understanding of each student's progress and course performance.


This template is created for you to handle all your student affairs, so please feel free to use it!

Apartment Hunting List

Creating a list of possible flats is quite straightforward. Although you would think that each apartment is distinct and that you can keep them all separate in your mind, the truth is that once you've visited a few flats, all apartments tend to blur together.


You can record all the information about the apartments you look at in this list. But making a list will make it easier for you to stay organized and truly recollect which information relates to which house.


Time is a vital resource for everyone, therefore keeping your apartment search systematic will save you time. In general, you want to steer away of viewing too many apartments when shopping for one, especially if they don't fulfill your expectations. To help you focus your search, think about making a list of the key features you want to find in your next home.

Film Budget Management

A film budget is a document that summarizes the costs associated with filmmaking. It covers the wages paid to actors, wardrobe, meals served on set, site costs, and licenses for filming. The film budget includes everything from pre-production to post-production.


The probability that your movie will succeed in terms of both quality and income improves with a well-planned movie budget. Mainly if you're working on micro-budget short films, the quantity of money you have isn't necessarily important; what counts is how you budget and use your resources.


Filmmakers like you can plan out their finances to avoid financial loss by using a film budget template, which provides detailed information about your film production costs.

Job Search Plan

Your job search information is organized using a job search template, sometimes known as a job tracker spreadsheet. It contains information on the jobs you're applying for, the ones you're interested in, the firms you applied to, your contact information, the dates and places of your interviews, the individuals you spoke to, and typical interview questions.


With the help of this template, you will have more time and better organization of your thoughts. You no longer need to commit information to memory only to forget it later because of the job search template.


Finding job information doesn't require you to sift through emails and documents. Here is everything you require to begin your job search.

Customer's Demand Feedback

Customer needs and requirements are not always the same thing. In fact, they often differ from one another. So, what do you do when you have two different sets of information? You must decide which set of information is more important.

When gathering data about your customers, you must first understand their needs and then determine how they want to experience them.

To gather data about your customers, start by understanding their needs and then determining how they want to experience those needs.

Moving Checklist Management

Moving to a new location is a significant life decision, and getting ready for your new home involves a number of tasks. A moving checklist is a list of the things you must do before moving to a new location.


A checklist for your previous residence, the transfer, and the actual move-in are all included. Dividing up your activities into smaller chunks and finishing them one at a time.


Using this template, you can adapt and practice this method. You can use the sample jobs in this template as a reference. Add more chores that relate to your relocation, way of life, and general situation.

Volunteer Work Management

You are quite familiar with the procedure for setting up volunteers because you organize volunteers. You know how crucial volunteers are to reaching your goals, whether you work for a nonprofit, school, or faith-based organization, so having a successful volunteer placement process is essential.


Since each volunteer has their own specialties and each job requires a different set of skills, this template was made to assist you in better managing the work of your volunteers so that you can give them the appropriate amount of work.


This template is intended to help you manage your work more effectively, and you can define, add to, or rewrite it in accordance with the particular tasks carried out by your department.

Syllabus Planning Management

Teachers of all stripes can use this template to set up their lesson planning in Tracup. It is intended for group lesson preparation using a common syllabus or curriculum.


(We also offer a template for planning lessons for each class!) It is a place to start, to provide you with concepts and a fundamental framework. We invite you to make it your own by editing and changing it.


The place to create a system that works for YOU is Tracup. This article has some useful information, which you may access using the page list on the left. We hope that by using this template you will become more engaged in your work, helping you to organize your various tasks and teaching content

Volunteer Schedule Management

Do you need some help? To efficiently process and manage your volunteers for your future event, use this volunteer schedule template! Being a volunteer organizer, you are well aware of the process for setting up volunteers.


Having effective volunteer scheduling procedures is essential whether you work for a nonprofit, school, or faith-based organization since you are aware of how significant volunteers are to achieving your goals.


In order to participate in a planned outreach campaign or volunteer activity, Tracup stated that all of your volunteers must be in sync. This list template will be of great assistance to you in making sure that your activity is in line with the number of your volunteers as well as their responsibilities and tasks.

Wedding Preparation Management

A Wedding Preparation checklist is a list of everything that must be done in order to make your wedding day the best day of your life. Whether you're a planner, the maid of honor, the bride-to-be, or the groom-to-be, it's crucial to keep track of everything that is happening in the run-up to the big day.


A Wedding Preparation checklist, like any other checklist, helps you stay grounded. It provides you with an overview of the state of the planning. keeping you on top of what needs to be done first on your long list of tasks, allowing you to get the best beauty slumber the night before the wedding.


The ring has been put on, the question has been posed, and now what? We are aware that you don't know where to begin or how to do so with everything that is going on.


Just take a deep breath and then check out this pre-made Wedding Preparation Management template from Tracup, which you can then personalize for your ideal wedding!

Run of Show Management

There are four folders in this Run of Show Space Template. Almost every occasion could benefit from this tool. It's a way to make the data that is necessary for managing the operation simpler. Getting prepared and having everything planned out ahead of time, is incredibly beneficial.


The ideal way to handle numerous clients or events. and the Run of Show template's advantage is comparing venue and price ranges. Benefits of using the Run of Show template comparing prices and locations
Effective venue comparison is key for your event.


Make use of the template to maintain effective communication. Also, make sure to record everything. like So that you can use it as a reference at the subsequent event, and keep a record of the donors, sponsors, and speakers. and Make plans well in advance, such as using this template to organize everything and get everyone ready. Include more notes, deadlines, and other information.

Smart Goal Action Plan

Use the Tracup SMART Goal Action Plan List template to make sure your SMART goals are completed. This is a template for a SMART Goal Action Plan List.


It emphasizes the significance of the issue by providing a sense of direction, inspiration, and clear focus. The advantages of a SMART Goal Action Plan include providing direction, assisting with the establishment of objectives, and taking into account both your strong and weak aspects.


Additionally, it serves as a source of inspiration for you and aids in the achievement of your objective. It enhances your performance and highlights your areas for development.

Fundamental Root Cause

There are four folders in this Run of Show Space Template. Almost every occasion could benefit from this tool. It's a way to make the data that is necessary for managing the operation simpler. Getting prepared and having everything planned out ahead of time, is incredibly beneficial.


The ideal way to handle numerous clients or events. and the Run of Show template's advantage is comparing venue and price ranges. Benefits of using the Run of Show template comparing prices and locations
Effective venue comparison is key for your event.


Dealing with the root cause will help you solve the issue. Root cause analysis is a methodical process for identifying the "root causes" of problems or events and developing a plan for resolving them (RCA).


The core tenet of RCA is that proactive issue-solving, as opposed to merely "putting out fires," is crucial to effective management. This template has advantages like Identifying barriers and the underlying causes of problems is crucial in order to come up with long-term remedies.


Create a practical approach to problem-solving utilizing the agency's current data, Identify the requirements for current and future organizational improvement. Make repeatable, step-by-step procedures that allow for the verification of one procedure's results by another.

Restaurant Inventory Management

This is a sample restaurant inventory list. Restaurant inventory management helps establishments keep the right stock levels of items and food in order to serve every customer and avoid spoilage and waste. Long-term profitability for restaurants is largely dependent on effective inventory management.


Use the Tracup Restaurant Inventory Template to make sure your business succeeds. You can manage the food inventory in your establishment with the help of a restaurant inventory. Fish, meat, sweets and desserts, fruits and vegetables, dairy, and bakeries are some of the different categories that food can be categorized under. These groups can also have additional values.


Use this template in Tracup right away to monitor your restaurant's inventory efficiently and prosper. This design is fairly straightforward and easily customized to meet your needs.

Personal Development Plan

This is a template for a personal development plan list.
An individual can become more intentional about their growth by using a personal development plan as a strategic road map to help them build their talents.


Determine your advantages and disadvantages. Examine each and consider how to keep focusing on your strengths and addressing your deficiencies. Your thoughts and ideas can be better organized and put into action with the aid of a personal development plan.


Most people use tables to keep track of their progress, but this template has three fun, useful, and efficient views that will help you stay on track and help you grow into the best version of yourself!

Marketing Campaign Calendar

Running multi-channel marketing campaigns might be very nerve-wracking. This marketing campaign calendar template aims to help you keep organized in managing marketing campaigns across channels.

The online template visualizes all your marketing campaigns by grouping them by status. It enables you to determine the marketing type and marketing channel. In this way, it makes sure that cross-channel marketing campaigns stay aligned.

In addition, you can stay on top of the marketing campaign’s timeline with the assistance of this template. Use it to manage your work efficiently and effectively.

Marketing Career Development

For those working in marketing, it’s crucial to know where they’re going. If you’re having trouble developing a marketing career plan, try this customizable marketing career development template.

The template offers a sample guide on how to encourage marketing employees to pursue their personal development goals. It lists roles available to marketing employees and the core competencies required for each role.

Both marketing managers and employees can use it to improve their skills in marketing and achieve their professional development goals. Start your journey now.

A/B Content Testing

A/B testing, also referred to as split testing, is often used to compare and measure the performance of two versions of a new ad, web page, and other content to learn which one works better. It’s an excellent content marketing strategy.

If you find it hard to conduct A/B testing, this A/B content testing template will give you a hand. This template gives you a visible view of testing initiatives and helps keep track of the testing process and results.

In addition, you can set the testing timeline and priorities in this template and record the different conversion rates of the two versions. With its help, you will be more organized in conducting content testing programs.

Quarterly Business Checking

A business owner should always conduct an annual evaluation of his or her business. This is important because it helps them determine if they're making progress toward achieving their goals.

Evaluating your business is one of the most important things you can do for yourself. It's also one of the easiest ways to improve your business.

An annual evaluation of your business is necessary so you can see where you stand against your competitors. You can then take action accordingly.

Event Budget Management

Budget, when utilized properly, empowers you rather than restricts you. Our event planning and budgeting template can help you save time and money whether you're organizing a large event or a few small social gatherings.


With the help of our sophisticated template, you can delegate responsibilities to team members in relation to events, establish and monitor budget categories for every event, and arrange vendor bills.


It might be beneficial to manage each sort of event and understand the target audience for that event、verify each action item and make sure everyone on the team is responsible. Understand the costs associated with the service and booking.

Candidate Skills Mapping

Are you trying to find a tool to determine the candidates’ skill levels? Our candidate skills mapping template is highly recommended for you.

As is known to all, skills mapping is a useful tool to help figure out candidates’ skill levels to ensure better recruitment quality. That is how this template works to assist in managing and tracking all candidates’ skill levels.

The template offers sample questions that candidates can answer to rate their skills, and you can collect their answers by sharing this template. In this way, better hiring quality can be achieved for your team. Start your journey right now!

Membership List with Photos

A membership directory is a great tool for organizations to keep track of their members. Learn more about this useful service!

A membership directory is an online database where groups can store information about their members. Learn more!

A membership directory is used by many organizations as a way to organize their members. Learn more here!

Sales Weekly Report List

A weekly sales report is a tool used by businesses and individuals to track sales progress and important KPIs, including, but not limited to, lead-to-opportunity ratio, customer conversion ratio, sales volume by channel, and total sales per week.


Tracup Sales Weekly Report List works to help organize and manage employees' workflow and sales pipeline. For employees, you can prepare a report for your boss at the end of the week by simply entering amounts into the customizable fields within the sales activity tracking template for specific days.


This readily available template for a weekly sales activity report can be used by a salesperson to monitor their weekly sales activity against a sales goal. Sign up for Tracup and try now!

Sales KPI Performance

Sales KPI aids in tracking all sales indicators from various perspectives. The KPIs provide a methodical way to track and enhance sales performance, spot opportunities, and prospects, and boost revenue creation.


Tracup's Sales KPI Tracker Template contains quantifiable measures that assess sales staff performance and salary. It includes both weekly and monthly trackers involving key performance evaluation indicators such as total sales revenue and the number of sales.

Apply this template to improve your work efficiency and save every billable minute at the end of each month. To enhance and boost better performance in the sales department, try this template for free.

Procurement Intakes Requests

Companies with mass procurement needs are seeking an online, simple and powerful tool to structure their purchasing lists. Tracup now provides the free Procurement Template to solve this problem. It is the most useful, flexible and user-friendly online printable sheet.


Apply Tracup to monitor every step of your procurement process! Get ahead of important contract discussions by accepting pricing suggestions from suppliers and taking intake requests from your stakeholders. This template allows you to keep track of expenditures and savings as well as classify your purchasing items.


Procurement Intakes Requests Template fully involves all demands of internal and external procurement plans for sales department.

Pro forma Predictions

Since profits in sales department often involve complicated statistics, you need a customized table or list to organize all these data to streamline your work. It is also annoying to report the predictions for next year's revenue, but such calculations will be easier with our template.


Pro forma forecasts concentrate on anticipating and predicting future financial patterns as well as how potential unforeseen events can impact the company. Thankfully, you can complete it effectively by using the Tracup Pro Forma template.


Tracup Pro Forma template not only offers prediction statement example, but also the specific data of every link of sales. To improve your performance, Tracup's powerful template is now available.

Sales Price List

Designed for product providers and service-based companies, the Sales Price List Template from Tracup displays all columns you need about sales price, investment amount, and product category.


Professionally created price lists and menus are no longer prohibitively expensive. With the help of Tracup price list templates, you can create favorable price lists and menus that enhance your company's offerings and boost sales.


You can quickly print and distribute your file with the assistance of our user-friendly custom fields. You can also choose what you want to change and have it changed right away whenever you wish to edit prices or other items.

Activity Registration Form

Get ready for an exciting event by preparing the necessary details about the event and its participants using this activity registration form template!

Use this form to collect important data from potential attendees of your next event! You can also use this form to invite people to join your team or group! It is easy to fill out this form. Just follow the instructions given!

Make sure to include all the required fields so that there won't be any errors while submitting the form! Once you have filled out the form, click on the submit button to send it to the organizers! Your form will be sent to them immediately! They will then contact you to confirm if they received your form!

Work Scheduling Matrix

A work scheduling matrix is an effective tool for organizing all kinds of tasks and projects. You can view every project or task that needs to be finished by a specific date or deadline. That is why this template is designed.

The work scheduling matrix template allows you to prioritize the tasks to be completed. In this way, you won’t lose track of any project before its deadline.

In addition, you can assign a task to a team member, and the team member will be more encouraged to finish their task by the due date. With its help, it will be much more convenient to track and check the progress of each project.

Effective Facility Administration

Facility Administration software helps you manage your business by keeping track of everything from budgets to equipment. It also allows you to keep up with your employees' schedules and contact information.

You'll love using this easy-to-use software because it makes managing your business so much easier. Plus, it's completely free!

Manage your entire facility with this powerful software. Create a database of your facilities, add photos, and organize your data in one place.

Skills Gap Analysis 

A skills gap analysis works well in helping identify training needs for individuals, teams, and organizations. Our skills gap analysis template here is designed for this reason.

The easy-to-use template can not only help you analyze your employees’ skill performance but also allow you to throw out suggestions for encouraging their professional growth. It gives you a visible view of employees’ skills gap between the actual state and the target state.

What’s more, the analysis findings are greatly helpful to recognize your team member’s strengths and weaknesses. Based on the findings, you can set precise and practicable goals for the member’s career development.

Effective Problem Management

The issue is a risk that wasn't mitigated and happened. This is why managing issues is very important in an organization and projects.

This effective problem management template is equipped with views, custom fields, and filters to help Project Managers or Operations Managers address issues effectively.

Management is a document that tries to identify and record any problems that occur during the project. It supports the project manager to track sudden problems and prioritize how to solve them.

Clients Payment History

Wondered how to track every payment of every client? Feeling befuddled when asked to show a historical record? Cannot collect all bills and checks in one simple sheet? Tracup's Clients Payment History Template works to solve your problem.


We have you covered if you are managing all of your payment transactions. You can easily handle both your personal and business payment transactions with the help of this Tracup Clients Payment History Template. You'll be able to document all of your financial transactions and be prepared if someone requests verification or a payment record.


Tracup improves traditional payment forms by upgrading into a clear, flexible and agile list to meet all your demands in client payment tracking and management.

Lean Business Schedule

Lean Business Schedule is an easy-to-follow framework that helps companies plan their growth while keeping costs low. It’s a proven method for optimizing operations and increasing profits.

A lean business model is a flexible way to manage a company. Learn more about the benefits of lean business planning!

Lean Business Schedule is a process that helps businesses optimize their operations and increase profitability. Read on to discover why it works so well!

Work Incident Report

It is critical to document work-related incidents to ensure workplace safety because any workplace accidents may have a detrimental impact on a company. Our work incident report template is designed specifically to help you collect and analyze all the incidents that occurred at the workplace to prevent the occurrence of the same incident.

This template gives you a visible view of all the work-related incidents. You can classify all the incidents into different types and briefly describe each incident. That helps you better analyze each incident report by identifying the root cause.

Moreover, you can input the feasible corrective action to respond to that workplace incident. In this way, you can reduce the occurrence of the same incident at the workplace to keep your employees safe and sound.

Employee Communication Place

This template's structure supports project communication in a consistent and clear environment. It outlines the communication process through different methods, on different types of work items.

The Employee Communication Place Template will help you create a safe and effective place for internal communication within your organization.

Set a Start and Due date at the List level to stay on track. Assign a method and frequent tasks that need to be executed in the project. Here is where the project communication plan will be drafted - this is where you will find out how to communicate effectively with your team.

Project Resource Planning

It is crucial for a company or organization to allocate project resources within the team or department in a reasonable manner. This template is designed specifically to help achieve the reasonable allocation of project resources within the organization.

This easy-to-use template makes it simpler to track and distribute resources by allowing you to clearly view the difference between the allocated budget and actual expenditure. Moreover, you can set the timeline for each task and add the resource notes if necessary.

With the assistance of this project resource planning template, your team can achieve more efficient and effective utilization of resources. Start using this template right now.

Cross Functional Project Schedule

Cross-functional project schedule streamlines the administration of complicated projects, lowering the possibility of expensive execution mistakes and raising the likelihood of success.

The cross-functional project schedule is the process of managing a complex project utilizing a single high-level, integrated plan in tandem with numerous specific functional plans.

The high-level plan is strategic, long-term, and often held by a project management office (PMO). The functional plans are in-depth, focus on deliverables, and are directly owned by the functions.

Purchase and Build Analysis

The Purchase and Build Analysis is a decision management tool used by companies to determine whether they should manufacture their own products or purchase them from external providers.

In this template, we'll walk through the process of using The Purchase and Build Analysis to help you decide if manufacturing your product internally or buying it from an external supplier is best for your business.

It is a decision-making tool that seeks to offer the best and most efficient solution for complicated problems and technological requirements.

Employee Payroll Report

An employee payroll report template is an important document that helps you manage each employee’s payroll more efficiently and effectively. Our template here is highly recommended for you if you’re trying to find a useful tool to better manage the employees’ payroll.

This template allows you to collect detailed information about your employees’ payments, including the annual salary, monthly salary, hourly rate, overtime pay, reimbursement, payroll taxes, etc. It makes it simple to manage a number of employees’ payrolls at the same time.

Moreover, this template enables you to track payroll processing and customize the pay period according to your needs. Use this sample employee payroll report template to create one for yourself or your company.

Business Process Documentation

Are you still confused about how to create processes and procedures in your company or organization? This business process documentation template is ready to help you.

This easy-to-edit template allows you to clearly understand how a process is carried out from start to finish and further improve the next process and procedure. You can assign a team member to undertake the task, set the timeline, and prioritize your tasks.

This template makes it simple to track and document every business process and procedure. It also helps guarantee consistency across teams and departments. Create your business process documentation right now.

Management of Company Event

This template will support employers who are looking to put on a special company event for their employees as a way to build team spirit and camaraderie.

This event uses the examples of a wings-eating challenge based on the show Hot Wings. Management of Company Event template can be used for any type of special event.

Management of the Company Event template includes a full-color logo and a link back to your website. This template is fully customizable so you can change the colors and text to.

Corporate Succession Schedule

This corporate succession schedule template will help you identify who has the skills and potential to take on these new roles and what the staffing requirements will be in the future.

This list assesses each succession candidate’s personal development needs. It includes the training activities they have already taken and the ones they need to go through to ensure key competencies and skills necessary for business continuity as well as their readiness to meet future business needs.

This corporate succession schedule model is designed to help you plan for the future by identifying the people who have the ability and potential to fill these positions.

Remote Employee Onboarding

In today’s world, many companies have a great number of employees working remotely. How to onboard new employees remotely becomes a new challenging problem. Therefore, we have designed an easy-to-use template to help you train your new remote teams efficiently.

This template shows a great sample for onboarding new staff remotely. In this template, you can group all the tasks by status, assign a team member to undertake a task, and prioritize your tasks.

With the help of this remote employee onboarding template, your remote teams will adjust themselves and perform their roles in a better and faster manner. Lead your new remote team to career success with our template right now.

Leave Request Management

Are you still overwhelmed with dealing with such many leave requests every day? Try our leave request management template, and you will find it amazing to work.

In this template, you can group all the leave requests by status, assign a team member to be responsible for an employee’s leave request and record the leave date and update the leave status in real-time. In addition, you can input the tasks to be taken over while the employee is on leave. In this way, the tasks still can go smoothly as scheduled.

This template provides you with an overview of all the leave requests to help you optimize the leave management workflow. It allows you to manage and track employees’ leave requests in a well-organized manner.

Donations Contributed Management

This is used to keep track of the amounts and donor information for various types of charitable donations. Developing record forms will help ensure that you are prepared for anything regarding donations and is an important part of the overall business continuity development of giving.


To maintain compliance and provide effect, managing donor funds involves best practice systems and processes. You may satisfy the needs of any donor by developing a solid organizational strategy.


Track important funders and related initiatives in one place. aggregate data on the effectiveness of each program and overall fundraising Automatically assign team members to follow up with funders using contact lists.

Remote Team Requests

Are you still struggling with a constant flow of requests from your remote teams? Try our remote team requests template, and you will find it so easy to manage and keep track of those requests in one place at the same time.

This ready-to-use template allows you to invite remote workers or teams to edit texts. It gives you a clear view of each task’s creation time and due date. In this way, you won’t miss any requests.

Moreover, you can directly assign a team member to keep track of these requests and add comments on requests if necessary. That makes your work more efficient and effective.

Technical Skills Matrix

A technical skills matrix is a great way to aid in reflecting an individual’s proficiency against tech-related skills. Based on this principle, this template is designed to help you recognize which team members are competent to perform a specific job.

The customizable technical skills matrix gives you a direct view of how proficient your employees’ technical skills are through the skill rating. In addition, you can input the average rating of each member’s technical skills, which helps you identify the skill gaps and determine the overall development needs.

With its assistance, the resources within your organization will also get utilized more efficiently. Start using this template to improve talent management for your organization now!

Real Estate Settlement List

A real estate closing checklist should include items such as title insurance, escrow instructions, property inspection, appraisal, loan documents, etc.

A comprehensive calendar of events should include dates for inspections, appraisals, closings, etc.

You may also wish to include an itemized list of services provided by your company. Make sure to provide a link back to your website so that potential buyers can view more information about your business. Your clients will appreciate knowing what they can expect during the process.

Effective Moves Management

The purpose of establishing a procedure called move management is to outline the actions that fundraisers can take at different stages of the life cycle of the donor relationship.

In non-profit organizations, spreadsheets and policies are made for employees and volunteers. At each stage, the results are monitored, and the donors are one step closer to giving.

The moves management template can help you expand the range of potential donors and build relationships with current sponsors.

Test Runs Management

A test run is a necessary procedure before the software is launched. Too many test runs may overwhelm a test manager. Therefore, the test runs management template here is ready to help you better manage multiple test runs in one place at the same time.

In this template, you can name your test runs accordingly, add all the test cases, and assign the member to execute them. It also allows you to document and analyze the test results.

Moreover, it is noted that one test can be executed several times for different purposes. By the way, it is recommended that you had better use this template together with our test scenarios and cases management template.

The Management of Restaurant Cost

This The Management of Restaurant Cost Template helps you create an accurate costing system for your restaurant or food service business. It includes templates for each type of menu item and allows you to easily add new items as they come up.

Use this template to accurately calculate the cost of each dish on your menu. You'll also learn how to update costs when prices change quickly.

The Management of Restaurant Cost Template makes calculating the cost of each dish easy and accurate. Create a new recipe by selecting from one of the pre-built templates or start from scratch using our blank template.

Technology Needs Assessment

It is necessary for a company or organization to carry out a technology needs analysis or assessment to recognize the IT-related gaps between the current state and the targeted state. This technology needs assessment template here is ready to help you to make it.

The template makes it simple to view tasks by status and prioritize tasks, so you can always stay ahead of your deadlines. In addition, it assists you in identifying those who need training and which kind of training is better.

It allows you to adopt a proactive approach to potential problems to guarantee product quality. Use this customizable template to analyze your business’ IT requirements right now!

Test Scenarios & Cases Management

Test scenarios and test cases represent two essential aspects of software testing, especially in today’s agile development environment. Therefore, the test scenarios and cases management template here is designed specifically to help verify that the software is working well for use.

This template is an easy-to-use tool for software testers. It allows you to check all the test scenarios and cases by status and focus on more urgent tasks. In addition, you can add comments and expected results if necessary.

In this way, this template assists you in assessing the functionality and performance of the software as a whole. Use it to create test scenarios and cases from the point of view of your users.

Team Communication and Meeting

A communication matrix template helps teams communicate better by making sure everyone knows what they're supposed to be working on.

Use this team communication and meeting template to create a comprehensive communication strategy. This will be used for projects or regular meetings to maximize information sharing and improve team productivity!

We've created a template to help you organize your team's communications so you can keep track of who needs to know what.

Technical Requirement Analysis

Create an effective technical requirements assessment, which is conducive to assessing your team's technical foundation and the current state of business requirements.

Identify the current and future technology needs of your team and formulate strategies for how you will acquire, use and manage computer technology.

It is possible for your team's technical department to find available technical solutions by evaluating the expansion of software or the change of requirements. This template provides a scope of use and a space for employees to evaluate your current technical situation.

Security Requirements Traceability Matrix

Are you trying to find a tool to examine whether your software or product meets the fundamental security requirements? Use our security requirements traceability matrix template to map all the security requirements with the test cases.

This template enables you to trace the software tests in order that the software contains all functionality through test cases as per the business requirements. You can add necessary descriptions or comments, record the test process, and track task progress.

In this way, the security risks that your clients may encounter will be minimized by identifying possible problems during testing. Create your security requirements traceability matrix for your software.

Quality Control Inspection Checklist

For any enterprise pursuing the goal of quality over quantity, our quality control inspection checklist template is an ideal choice. That’s because it provides an example of inspections to help you make it.

This template aims to assist you in reducing the expenses of your inspections by using quality control protocols. You can group all the products or services by status for ease of browsing and track the project progress until the project is finished.

In addition, you can add all the criteria that your products or services should focus on while being inspected, such as colors, weight, and other specific needs. Use this template to start your quality control inspection now.

New User Request Tracker

Are you still overwhelmed with tracking countless new user requests? Try our new user request tracker template, and you will find it easy to use.

This user-friendly template makes the request procedure simpler and more convenient. With its assistance, all the new user requests for account creation, access, and other relevant actions in your company can be tracked and organized in one place, which makes your work more efficient.

The template assists you in collecting a new user’s basic information required to create a new account or allow access, including user roles and purpose. Start your journey now!

Class Notes Management

You may arrange your lecture, discussion, and reading notes using the Class Notes Management template. You've got three choices. Like, Make a list of all of the assignments you have for each subject that are due each term or semester, and construct a new page in the document for each set of notes.


In this case, we have built a List to hold all of your notes for this academic term.
To indicate whether the notes come from a lecture, section, reading, or study group. Create tasks for everything that is due after editing the dropdown Custom Field to reflect the courses you are taking to use this template.


You may increase the quality of your life and productivity at work by using this template to handle information more effectively. Additionally, we provide you access to an independent and flexible content change feature so you may process this form as needed.

Activity Processes and Procedures

A living process document is an essential tool for any business. It helps you keep track of what needs to be done and when.

This process and process template emphasizes the tasks that need to be completed to create dynamic process documents! You can also use the whiteboard to figure out how the processes will connect with each other.

Use this template to help you develop a living process document for your business.Create a living process document for each department in your business.

Fleet Management

A company's transportation fleet is kept lucrative thanks to the challenging tasks involved in fleet management. Operating expenses are reduced, drivers are safe, and customers are delighted when a fleet is effectively managed.


Fleet management tasks require a strong administrative and analytical basis as well as in-depth knowledge of the automotive sector. Track the details of your fleet of vehicles using a template that looks good and can be tailored to fit the branding of your business.


Each sheet is cleanly designed with a bold font and printed on premium card stock paper for quick data entry. It is simple to organize and find the information you require using the tabs.

Order and Inventory Management

The Order and Inventory Management can check the work progress and saturation of each inventory management employee through the Kanban function, and grasp the inventory management situation in real time.

And according to the whole inventory and order situation, reasonable arrangement of the following work tasks.

This helps the company make a master plan for inventory management, including a daily, weekly, and monthly plan, and then categorize customer orders in order of priority.

Political Campaign Schedule

You should not be afraid to ask for help when you are running an election campaign. This article gives you some tips on how to do so effectively.

In order to win elections, you must have a clear plan of action. This article shows you how to create one.

If you are planning to run for office, you should know what kind of campaign you are going to run. This article helps you understand what type of campaign you should run.

Legal Case Tracking

To keep track of all your upcoming and ongoing cases, contacts, legal paperwork, and billing requirements use this project template. Because every law practice is different, Tracup may be tailored to meet your needs.


Only a sampling of how Law Firms could use Tracup is provided by this template. To track of all your new and existing cases, contacts, legal paperwork, and invoicing requirements use this project template.


The Lists and tasks in this template reflect certain duties in various areas, but feel free to rename them as necessary! The objective is to arrange and schedule your postings.

Feedback Form Management

A feedback form is a survey used to gather data on your customers' interactions with your company. It is one of the best techniques to gauge client satisfaction and reach out to your target market.


Putting all of your customer feedback in one place can make it easier for you to follow up with consumers, discover areas for improvement, and celebrate successes with your staff.


To enhance the working environment for your team members and to enhance overall operations, you may also solicit input from them. This template enables you to collect feedback easily. Click on the Feedback Form View, then drag and drop more fields into the form to add more to it. You may add additional fields and change their settings to suit your tastes.

IT Support Request

In an age of information technology, it is crucial for a business or organization to offer IT support to customers in a timely manner. Our IT support request template is designed specifically to assist you in keeping track of IT support requests.

The template serves as a secure online document that records your clients' support requests on the network, account, hardware, and other IT-related problems. This way, you can examine and organize them more efficiently and effectively.

What’s more, this customizable template allows you to choose the department from which the request comes and pick the solution type. That feature helps you improve the user experience.

Getting Things Done

The Getting Things Done technique users should use is this template. To learn more about how each List functions, please browse the pages to the right. This is only the beginning.


You can add and modify custom fields, contexts, and lists in any way you choose! In Tracup, contexts function by collecting everything with that context added. In this template, we have defined contexts as custom fields, however, you are welcome to experiment with tags and remove the custom field if that works better for you.


Afterward, the contexts are accessible as views at the Folder or Space level (whichever includes all of your projects), capturing all tasks and limiting the display to those belonging to that specific context.

Customer Issue Tracker

You may encounter diverse issues and challenges reported both by customers and staff every day. It is hard to keep detailed information on each issue when you are busy operating other businesses.

However, no need to be nervous about it. The organization's issues and the resolution steps are all displayed in this simple but powerful issue tracker template. Each issue should be given priority, assigned to important team members, and then marked as resolved.

Additionally, you can manage problems with your team in real-time while tracking progress thanks to Tracup's Customer Issue Tracker Template. Check out our free issue tracker template!

Premortem Project Management

Before a project begins, a team gathers for a Premortem meeting to brainstorm potential reasons for possible failures. The group then works backward to develop a strategy to avoid probable setbacks and improve the likelihood of success.


Researchers in the fields of behavioral psychology and neuroscience advise using this method as a particularly effective means of overcoming cognitive bias and lowering project risk. But managers are often confused about what to do in Premortem analysis.


Tracup Premortem Project Management Template provides a novel tool for leaders to manage projects predictably. It involves step-by-step instructions in four stages to assist you in a perfect Premortem meeting.

IT Incident Tracker

This template is perfect for IT teams to manage and track IT-related incidents such as software, hardware, and network incidents. It helps you record an occurrence resulting from the operation of an IT system in a timely manner.

The easy-to-edit IT incident tracker template is a great time saver for organizing all the incident reports. It provides a sample for developing incident reports and allows you to examine them from any place at any time.

Moreover, the template helps you identify the category and complexity of an incident, which helps increase work efficiency. Use this secure online template to record and manage incident reports for your IT team.

Help Desk Ticket

The greatest challenge for anyone in charge of a help desk is tracking SLAs. The manager must be knowledgeable about SLAs, customer contacts, and brief resolutions. It is simple to generate, delete, manage, and track tickets using this template help desk manager.


This template is available if you want a simple approach to keeping track of concerns and delivering immediate customer support. Your company will be able to track tickets everyday with the aid of this template.


Tracup Help Desk Ticket Template integrates multiple sections where you can categorize the problem and instructions on how to fix it. Tracking tickets is the most crucial part of running a support desk, sign up for free now!

Customer Satisfaction Survey List

Businesses' success often depends on their satisfied, happy consumers. They're what makes your expansion into a flywheel instead of a funnel. Managers are eager to create enjoyable experiences for customers. To achieve this goal, you must genuinely comprehend who they are and what they think of you.


Surveys of customer satisfaction give businesses the opportunity to strategically improve their products, enhance user experience, and provide exactly what the market wants. Our Customer Satisfaction Survey List provides the best example for service-based companies in which not only customer feedback is collected, their feelings and knowledge of concern are tracked as well.


Use Tracup's Customer Satisfaction Survey template to make sure your business is aware of what clients think of your assistance, services, and brand.

Training Rollout Plan

A good training rollout plan helps you manage a great deal of incoming training efficiently and facilitate the implementation of training. Therefore, our training rollout plan template is intended to provide you with a well-designed example that guides you to manage all the training plans.

This easy-to-edit template allows you to prepare for the incoming training plans by examining which plans are still not yet started and to manage ongoing training projects. In addition, you can prioritize the tasks and set a timeline for each task, so you won’t lose track of any training plans.

With the assistance of this template, your training courses will go smoothly and achieve complete success, which will further lead your employees toward growth. Now, create a training schedule for your employees here.

Order Tracking Process

Order Track allows you to monitor the status of each order from shipment to delivery. It also helps you manage your warehouse efficiently.

With Order Track, you can keep an eye on the progress of each order. You'll know when they're shipped, delivered, or returned.

Order Tracker makes tracking orders easy by providing real-time updates on their status. It also gives you access to important information about each order.

IT Security Control

As is known, IT security refers to a strategy that protects various organizational assets from cyber-attacks and unauthorized access, and IT security controls refer to protective measures taken to avoid any risks to threaten cyber security. If you’re trying to find a tool to keep your organization’s assets safe and sound, this IT security control template is ready to help.

The customizable template assists you in working out safeguards for your organization’s data, applications, network, and other assets based on the CIS security control standards. You can prioritize each task, and identify its security function and controls.

With its assistance, you can have all the safeguards under your control and ensure cyber security in your organization. Start customizing your IT security controls now.

RSVP Plan Process

Planning and operations template for events optimizes your creative planning processes with integrations and a visual flow that works for you.

Manage and plan all your events in one organized workspace. Assign tasks, track statuses, and oversee deadlines in this event plan template.

Sync all event operation managers, event staff, and stakeholders on your events by creating smart calendars with progress tracking and deadline reminders.

Enhanced Member Database

The enhanced member database template allows you to store and access information about all the members of your student organization, including their names, positions, contact information, and the frequency of events they have attended. The information can be really helpful when you're looking to organize activities.

In addition, you can see the distribution of members per grade in the organization, which helps you simplify and improve the organization's member management. It serves as a helpful member directory, enabling you to track all active members in your organization.

Build Plan Handbook

Creating a Tracup Build Plan Handbook is a breeze with this template! Bring together all the important project details in minutes.

Keep everything related to your projects in one place with this handy template – Project Managers will love it!

Project managers can use this Tracup Build Plan Handbook template to compile all the relevant project-related information in one straightforward, user-friendly, and easy-to-use document.

Bug Tracking Template

Use this template to centrally store and manage all of your bug reports so that you can prioritize issues for your engineers and everyone is aware of what needs to be fixed when.

New Hire Checklist Template

Managers must prepare for the entrance of new staff before they begin work. This checklist assures that you are prepared—even before the first day.

Google Ads Management

Use template to organize all types of Ads and their stats on Google. Make connection between you and Google.

Meeting Agenda Template

Any meeting must have a clear agenda. Create an agenda for any meeting by using and adapting this template.

Social Media Planner

This template will record every social media you used and every message you sent on Twitter, Facebook, Instagram, Youtube, etc. Use this template to track every footprint of yours.

Account Tracking Template

This template is suitable for Customer Success teams seeking for a simple approach to monitor accounts and action items.

Feature Building Template

This is a template that you can classify all features into different categories and assign to different members.

Sprint Planning

To help your team prioritize their work and track their progress, use this template to organize sprint milestones, launch dates, and backlog items in Tracup.

Marketing Strategy Template

Creating a marketing strategy is simple when you use a marketing strategy template as a guide. Discover how marketing strategy template can assist your team in developing a solid and foundational strategy.

Sprint Retrospective Template

This template was made for a recall of a meeting. To review what was discussed and solved. Team members could track every detail by List View.

Software Implementation

This template would help you manage all possible requests in 6 categories and 4 different types.

Software & System Deployment Template

This template would help you to manage all software & system related works. Use it to create a comfortable working zone for every team member.

Web Production

Use this template to streamline your online design process and keep your designers and developers on the same page, even if they are using different technologies.

Employee well-being Template

This template would help team leaders determine the physical and mental health of every employee. We strongly suggest users to choose table views for a better experience.

Web Design

Use this template to streamline your online design process and keep your designers and developers on the same page, even if they are using different technologies.

Product Version Release

This template was made to help the R&D department organize the release and management of products clearly and efficiently.

Team Goals and Objectives Planning

Using the approach indicated in this template, you may standardize and scale your team objectives planning.

Digital Fundraising Campaign

Use this template to manage digital fundraising campaigns and make sure everything is on trunk.

Work Requests Template

Use this template to standardize work requests, gather the data you want, and efficiently carry out tasks.

Company Goals and objectives

Use this template to link work to goals and milestones so that everyone in the company knows what your priorities are and how they are progressing.

Social Media Calendar

With our social media calendar template, you can do anything from tracking every tweet, post, and article to gaining a high-level picture of your plan.

RFP Process Template

Prepare an RFP using our template, then gather and review the replies in one location to select the best provider for the task.

Event Promotion Plan Template

Great events bring speakers, material, and attendees together. To enhance attendance, start with our event marketing promotion template.

Product Marketing Launch

Don't recreate the wheel with each new launch strategy. With this template, you can keep objectives and responsibilities clear, manage timeframes, and much more.

Work Calendar

To ensure that everyone on the team completes their task on time, every time, assign due dates and include timeframes.

Creative Requests Template

Here's a simple creative request form template you can use to describe your idea and ask for promotion.

Pre-sales Deal Support Template

Using this template, you may improve responsibility and cooperation in your sales deal process.

Employee Directory Template

Our employee directory makes it simpler than ever for them to get to know one another, discover one another, and establish connections.

Case Management Template

The template can help law practitioner to follow up and manage rountine cases.

Operations Project Plan Template

The project plan template streamlines project management for initiatives of any size and complexity, while also keeping stakeholders informed along the way.

Conference Agenda Template

Are you planning a conference? With this simple conference agenda form, you can plan your conference schedule and ensure that guests know where to go and when.

Business Continuity Plan Template

The impacts of disruption of company operations and processes are identified through business continuity impact analysis.

Moving House

This template is made for house changing preparations and after moving settle downs. Use our detailed sections to track everything you own.

New Year's Resolution Template

This template is made for setting up goals for the next year. No matter it is small or big, think and achieve it!

Work Out Plan

Add your favorite workouts to your daily to-do list to stay healthy. Additionally, you may create food regimens for each exercise.

Product Launch

Keep track of everything you need to prepare before launch. Find issues before release.

Help Center Article

Use this template to guide the creation of a help center article. To write your post, create your photos, submit your material, and publish it on the help center for your users to read.

Starting Business Checklist Template

Starting a business may take a significant amount of effort, time, and money. Follow this approach to get your company plan off to a good start.

Customer Feedback

Traditional methods such as surveys, as well as more current alternatives such as interactive polls and social network plugins, are available for gathering client feedback.

Furthermore, firms may employ technologies such as client forums, customer experience management software, and even contact center solutions. Furthermore, businesses may use customer input to develop customer experience maps, learning mechanisms, and customer journey analytics. Companies may find areas for improvement and provide better customer experiences by collecting and evaluating consumer feedback.

Use this project to gather and organize consumer input so that you can identify trends, arrive at wiser judgments, and iterate more quickly.

Return to Office Plan Template

Developing a return to work strategy entails outlining how your company will move to in-person cooperation. Set customs, coordinate with stakeholders, and align on critical return to work regulations with this practical to-do list.

QBR Meeting Agenda Template

Try using our template as a guide for your next QBR meeting to save time and set your team up for success in the future.

Business Strategy Plan Template

Our template will assist you in solidifying your strategy, whether you are a small firm or startup, or if you need to renew your business plan.

Time off Request

This template is made to track your team members day off request, whether it is approved, rejected, or on hold. Use our timeline to see how long they gona be absent!

All Company Meeting Template

With this all hands meeting template, you can ensure you're prepared before you present, from creating the agenda to working on the presentation.

Product Roadmap

This template would help users define their target output of products. They can set up goals or compare achivements in different quarters to see what is the key of progress.

Shipping Planner Template

This template keeps track of delivery requests and generates a fast checklist for the receiving and shipping teams so they can follow shipments and obtain instructions on where to place deliveries.

Time Effort Planner

Use this template to increase efficiency by grouping various jobs into distinct timed buckets.

Productivity

In order to focus on taking action in your job and personal life, this template will help you clarify your priorities and make the greatest use of your time, energy, and attention.

User Research

Don't allow key user research findings slip through the cracks. With our template, you can track, categorize, and act on comments to please your consumers.

Usability Testing Plan Template

You can quickly develop and replicate processes with our usability testing strategy to save time on setting up each study session.

Design Project Plan Template

What is the key to more efficient design and creative projects? A fluid creative process.

Creative Asset Feedback and Approvals Template

Use this template to share designs with stakeholders in order to provide context, collect feedback, and manage approvals using our recommended approvals workflow.

Boarding Meeting Agenda

This template is made for recording important speeches, agendas, and documents from a meeting. With our created areas, you can easily edit and adjust any process you need.

Sales Pipeline Template

This template is suitable for sales teams seeking for a simple approach to manage pipeline progress and action items on individual accounts.

Standup Meeting Template

This template is built as a recording tool for standup meetings. In this template, you can write down the person's name, department, job role, meeting topics, and essential talkings.

Ad Serving Management

The template helps companies develop marketing plans annually or quarterly to make ad serving in a clearly structured mannner.

Recipients Management Template

The template can be used in managing material requisition and help your company managing single material, recording and tracking recipient and receiving state.

Facilities Requests Template

Want to manage the work of your facilities team more effectively? To organize and take action on your requests, tasks, and other items, use this template in conjunction with a form.

Code snippet tracker

Keep a record of any snippets of code you create or discover online. Sort using the programming language or your own appropriate tags. To provide further context to snippets, include an external URL.

What do you do when something goes wrong with your data when you're a programmer and have a lot of code and data to deal with? We categorize issues with several languages, like Java, C language, Patron, etc.

We hope this template can help you with your programmer life. You should make use of this template when writing code and analyzing error statistics. I hope your editing goes well and that you have less work to do.

Weekly Report Sample

A Workplace Emergency Plan is a comprehensive documentation of procedures based on the essential emergency requirements of the Occupational Safety and Health Administration (OSHA) (EAP).

Organizations with more than 10 employees should create, implement, and update emergency action plans in order to facilitate and organize their reactions to workplace catastrophes like extreme weather, lengthy power outages, pandemics, and more.

Keep your business safe during emergencies with this emergency action plan template. This is the ultimate guide to creating an emergency action plan for your business.

Level 10 Meeting Agenda

A level 10 meeting typically lasts 90 minutes devoted to the action items that could establish priorities. Our level 10 meeting agenda template is specifically designed to assist your team in conducting planned, in-depth meeting discussions.

This free template provides you with a basic framework that helps recognize obstacles and come up with solutions. It consists of three sections and seven subsections including a scorecard, customer or employee feedback, and a to-do list.

Use this template to track the issues encountered and share it with your team to be prepared whenever you experience a similar issue. Start your journey and find pleasure now.

Business Club Home

We're glad you're here. On this page, you can join our seminars, get study advice, and discuss other issues with students who are interested in the business side of things. Use our chart to learn more about some of the client jobs you require.

Do you wish to develop a personal network of professionals? Participate in the networking events scheduled on our template. In your life and at work, you will likely come into contact with business professors, industry professionals, student leaders, etc. You can amass a wide range of contacts with the aid of this template and sustain positive relationships in this way.

We hope you can use this template to handle your personal relationships and follow up on various communication processes with each person when you are networking or dealing with interpersonal relationships at various jobs. Welcome to our Business Club template, where you will provide a variety of activities and resources for students interested.

Computer Science Student Dashboard

Computer science in college entails balancing studies, extracurricular activities, internships, and more. Utilize this template to keep organized and on top of your school-related tasks.

Dealing with deadlines, internship possibilities, side projects, and other things is a constant in collegiate computer science studies. Maintain attention and organization with a single dashboard that displays all of your classes, homework, code samples, personal projects, and other information.

To manage your life and your schoolwork well and to prevent missing important activities, I advise you to make use of this template. We hope that by utilizing our template, you can improve your life.

Standard Operating Procedure

Save time and ensure your company's standard operating procedures are consistent with the latest industry trends with this Office SOP template.

Get organized and streamlined with an Office SOP template! This easy-to-follow guide provides you with all the key information you need to implement new procedures quickly and easily.

You may quickly develop and execute new standard operating procedures throughout your organization using an Office SOP template. Give an overview and split down important components in a way that is simple to understand!

Plan of Work

Find out what is needed to get started on your project with this scope of work document.
Easily organize your project with this document - everything is clearly outlined!

An agreement between you and the customer outlining the work you will accomplish for the client is known as a scope of work document. It contains the project's specifications, deliverables, schedule, benchmarks, and reports.

Give context and high-level objectives so that all project stakeholders may comprehend the initiative's purpose. With the aid of this Plan of Work template, you can successfully launch any client project and bring all stakeholders into harmony.

Real Estate Newsletter

Real estate newsletters, whether printed or electronic, can be an excellent marketing tool for keeping your name in front of previous and present clients, your circle of influence, and prospects. They help to strengthen your brand, present your message, and display your knowledge – all of which a successful real estate agent accomplishes on a daily basis.

Real estate newsletters are an excellent tool for agents to communicate with their target audience. And if you're a real estate agent trying to create a weekly or monthly newsletter to keep your clients informed, you'll need a visually appealing template.

You can develop a strong relationship with your clients and provide value to their real estate search by creating engaging real estate newsletters with the Tracup Real Estate Newsletter Template. You can effortlessly and stress-free include your unique notions into a strong real estate newsletter draft with this template. Real estate agents can customize the content, images, links, and colors to match the look and feel of their business.

Real Estate Market Report

Although the real estate industry is challenging, numbers play a crucial role. Make your life easier by using this template for a real estate market report. Concern yourself with the numbers and leave the report layout to us. You can add links to the properties you sold, submit your own photographs, and get creative with this layout to make it look more polished and appealing. When you're finished, you may either download it or email it to your stakeholders.

With the Real Estate Report Template from Tracup, you can create a detailed and specific report about the comparative market. Any real estate agent will find our samples user-friendly because they include readily editable sections and information records.

Are you seeking a template that will allow you to analyze the real estate market in your city quantitatively? Report creation has never been more straightforward! This Tracup Real Estate Report Template you require is probably here.

Regular Meeting Minutes

The records of a meeting's discussions are called meeting minutes. Unlike a meeting agenda, it includes the group's decisions and requests for action. Despite the team, they lack a minute-by-minute account but do have the crucial details the team needs.

This Tracup template includes simple, pre-built pages for teaming up teams, individual meeting notes, and instructions for getting the most out of this template.

This fillable PDF has served as the ideal note-taking resource for numerous businesses and departments.

Statement of Requirement

There will be times when you need to ask other departments for a specific report. It's critical to follow an orderly process so that adequate documentation can be made and the persons in charge of reports can modify their workload to fit their bandwidth.

On the one hand, requirements analysis takes system specification and project planning as the basic starting point of analysis activities.

On the other hand, good analytical activities help to avoid or eliminate early errors, thus improving software productivity, reducing development costs, and improving software quality.

Benefit-Risk Analysis

You can find information on these banners to assist you in completing the template. Once you have provided all the necessary information, remove them.

Looking for a decision-making tool to use when deciding on what activities to pursue? This risk-benefit analysis template is for you.

Include the specifics of the benefits in the description and the BENEFIT RATING on your list of all the activities you want to examine (Highest benefit rating, Lowest benefit rating)

Professional Technical Report

Technical reports are written in a way that both professionals and non-experts may grasp the findings of study, analysis, and experimentation. A specific audience is targeted when technical reports are written by experts in the STEM (science, technology, engineering, and mathematics) and other technical domains.

A technical report is, in essence, a document created by a researcher or a team of researchers that summarizes the research, the testing procedure, and the test results. The researcher will formulate conclusions based on the findings and advise whether to carry out additional study or move the data from the lab to the prototype stage as the next step in the process. The sponsor receives the report for review and criticism.

Using this professional technical report template will make it simple for you to organize and present technical data in a way that both your team and your clients can understand. It is divided into sections that will provide your readers and everyone else with access to different levels of information about your project.

ECG Report Sheet

The ECG Report template is the foundation for representing an ECG waveform analysis, potentially in comparison to a previous ECG waveform analysis. The waveform that was analyzed may or may not be saved as a DICOM SOP Instance.

It is critical to understand how to record and interpret an ECG as well as how to document an ECG in a patient's notes. This template from Tracup offers a professional sample to ECG documentation. It allows to record every specific details.

Are you looking for a template that displays the outcomes of your research? Make use of this Report Sheet template. This customizable template is ready to save your time and help you in writing. a technical ECG Report.

Policy Memo Document

A policy memo is a document that offers analysis and/or recommendations regarding a specific situation or issue to a specific audience. Along with being well-organized, it exhibits attention to purpose and has a clear, brief language.

Policy memos are simple documents that assess a problem and make suggestions to help a decision-maker learn more and make the best choice. They may have been authored by policy analysts, activists, or regular people trying to make a difference in their neighborhood.

Use this Policy Memo Template to start a new course of action or policy modification in a concise, orderly manner. To comprehend the main sections of this document, refer to the banners below. You can then adjust the format to your requirements.

Podcast Sponsorship Document

A podcast sponsorship is essentially a relationship between you, the content producer, and a business, organization, or even another person who pays you in exchange for using their audience. Although most often it involves a financial donation, it can also take other forms, such as offering free samples of a good or service or simply luring influential people from a certain sector or niche to appear as "guests" on your podcast.

On the other hand, sponsorships elevate the possibilities for marketing and advertising. With an appearance on the show, access to the podcast's social media channels, audience email lists, website promotions, and more, podcast sponsors have many more options to engage with their audience.

Instead of just mentioning a business through advertisements, it gives integration specifically connected to the podcast. Podcast sponsorship can be advantageous for both your company and the shows. The Tracup Podcast Sponsorship template offers a fundamental how-to for writing a podcast sponsorship pitch and contains the relevant areas.

Project Recordkeeping Sample

Keep track of your progress with this project documentation template. It provides an easy way to adhere to project guidelines and maintain a record of your work.

To maintain track of the project management records you created throughout a project, utilize this project documentation template. The actions, procedures, and rules outlined in this document, such as the project plan, deadline, or budget, will be followed by your project team.

Get organized and stay on track with this project documentation template. It provides you with all the tools you need to keep your project on track, from timeline to budget.

Job Applications Record

Living in modern society puts a lot of strain on us because everyone has to deal with different demands to support their families and themselves. Finding a job is therefore our first concern in order to survive.

The start of your excellent life is having a reliable job, but how can you find one? This template is intended to be helpful to you. You need to create a detailed job plan first. Second, we must be aware of the abilities and talents we possess.

Finally, we must again briefly recap a few interview questions. This template is your go-to guy if you're looking for work and are frequently interviewing and looking for opportunities.

Online Learning Tracker

We are all aware that many people are gradually choosing to transition to online employment after COVID-19. Many schools are also offering online courses.

In tandem with the change in a classroom format, our methods of learning and working have also undergone some related modifications. The template we offer is designed to accommodate these changes and give you better, more convenient services.

This doc can assist you in better managing the courses, schedule, and material you need to learn, organizing them in an orderly manner, avoiding some errors and omissions that should not be made in the course, and aiding in your knowledge acquisition as well as the orderly conduct of life and production.

Podcast Episode Script

The success of a podcast is fundamentally dependent on effective communication. A quick method to get ready for your podcast recording sessions is to write an episode script so you can deliver your message succinctly and effectively.

However, making a podcast without a script is similar to starting a road journey without a GPS, as all seasoned podcasters are aware of. Even while you may know exactly where you want to go, you may not know how to get there, which can put you in a lot of danger. Because of this, we'll provide a podcast script template for you.

Writing a script is the greatest method to guarantee that the material of your podcast is crystal clear, well-edited, and helpful to your listeners. Even if you're new to podcasting, having notes for each episode will help you stay organized. Make sure your podcast episode is organized by following the instructions in this Tracup template.

Record Event Item

Using the AgiRecord Event Item template, this document's main goal is to serve as a means of recording all meeting notes, decisions, events, and learnings during the whole sprint process.

For all the events you host during your sprint, use this document as a model. Apply another duplicate of this Doc template when your sprint is finished for your subsequent sprint, and repeat this procedure as necessary.

After reading the directions and descriptions and going over all the material, fill up the specifics using your personal details.

This Doc is a way to document all Agile meeting notes, decisions, events, and learnings during the entire Sprint process.

Roommate Space Distribution

For life to be in balance, multiple aspects must balance one another. To avoid needless disagreements and disputes, we should spend more time working out problems with our housemates.

It's an easy way to enforce rules, keeps a tight eye on shared expenses, and make sure everyone is happy with how the space is being used—especially when you're sharing it with others. How can we stay happy while going to school or living together?

Then you need a template that looks like this. A good roommate will also become a good friend, and it's important to be mindful of how much money you share with your roommate. I believe you can use this form to resolve any issues you have with your roommate over financial allocation.

Analysis of Production Costs

To calculate the entire cost a company incurs when producing a good or providing a service, use the production cost analysis template. Finding chances to cut expenses and increase output is made easier by conducting cost analysis for the whole expense, sometimes referred to as production costs.

Trying to cut costs while still producing the same quality product or service? Look no further! This simple template can help you identify your production expenses and save you time and money in the process.

Want to make smart business decisions? Use this cost analysis template to help identify where you can reduce costs without compromising the quality of your product or service.
Want to know how much it will cost to produce your product or service? This template can help you identify all the hidden costs that go into making your product or service a reality.

Organizational Requirements Document

Agile teams can support their organization's release processes by using this thorough Organizational Requirements Document template when suggesting changes to a process or product.

Use the form to accurately record your requirements inside a solid framework and align all of your suggested Agile targets.

Use this Organizational Requirements Document template to help with the release process! Create a robust Organizational Requirements Document using this template!

Plumbers Invoice Document

A plumbing invoice is an official document used by a plumbing service company or independent plumber to provide a client who has used their services with a complete service report. The invoice includes the customer's full name, address, and phone number in addition to those of the plumber or plumbing company.

The plumbing industry has existed since the Romans first found the channels, and it will undoubtedly continue to thrive for as long as people need water to go through pipes to their homes and places of employment. Plumbers are largely physical employees, thus occasionally they could fail to see the value of papers like invoices.

We cannot undervalue the significance of an invoice in any industry that deals with goods or services. It is evidence of the work a plumber has done, and it lists the services provided along with all pertinent financial information. With Tracup's adaptable plumbing invoice template, you can easily bill your customers and keep track of them in one simple document.

Physical Security Assessment Report

An examination by a security expert known as a security site assessment or physical security risk assessment comprises an inventory of the assets that need to be secured as well as suggestions for how to do so.

Physical security assessments might take a long time to write. A security expert may need several days to complete the site assessment, gather notes and images, describe each physical weakness, and then offer fixes. Not to mention the stress involved in adjusting and organizing your assessment report's format for client presentation.

The Physical Security Assessment Report summarizes the findings and recommendations that follow specific physical security evaluations. Use this Doc template to record pertinent information and communicate your results to the appropriate parties.

Wiki Team Information Document

A wiki is a collaborative online database for creating, browsing and searching for information. Wikis can take many forms and solve a wide range of problems. Public wikis, such as Wikipedia and Fandom Wiki, are open to the public, whereas teams and businesses use private wikis to share internal information.

Your team can create a wiki for a variety of purposes, including engineering teams collaborating on technical documents, HR teams organizing onboarding guides and employee handbooks, customer support specialists sharing canned responses to speed up the handling of requests, and more.

The information for your team is stored on a wiki, which, like any home, requires a solid foundation. Following this Wiki Team Information Document Template will prepare your team for long-term wiki success.

Report Form Record

Are you sick of creating and filing reports? Using our report form template, you can streamline the process. It's never been easier to keep track of incidents and complaints. Furthermore, all data can be stored in one location for easy access.

Create a report form to keep track of incidents, accidents, complaints, and a variety of other subjects that require reporting. You can streamline these processes by beginning with an online template to gather the necessary information.

A report form is a record of an incident that is used to provide insurance companies with details about what happened. If you need someone to help you process claims, this Doc template is perfect for you!

Personal Plan

The template can be used in managing work-life, family-life and other agenda matters.

CRM Template

Utilize this CRM template to manage contacts, follow sales funnels, and successfully gather leads. Easily create insights, anticipate sales, and choose where to concentrate your efforts.

Agent Rebate

Simply put, as long as it is not one of your agent's firm's own listings, any listing in New York is eligible for a reimbursement.

Agency Collaboration Template

Using our totally free template, you can collaborate with agencies to set expectations, execute plans, and communicate from a single location.

Facebook ads Template

You can quickly create your own successful Facebook marketing campaigns! For every ad kind, get the appropriate Facebook ad template. Click here to begin!

Marketing plan template

This totally free template guides you through project management best practices for marketing teams so you can add daily performance, as well as screening data and making a analyze.

Office Stock Management

The template is helpful for purchasing staff in managing the company's daily procurement.

Campaign Tracking

Struggling to manage all your live campaigns? With this template, tracking campaigns is simple since you can keep an eye on every social media platform your team utilizes.

Sales Contract Management Template

The template helps us to record the execution of our client contracts, thus improving efficiency and quality of sales team.


You will mainly use:
1) Task status: Add signed contract status of clients to custom field of tasks status.
2) Custom fields: According to the specific scenario, users can add corresponding custom field to meet their needs.
3) Attachment: Remember to add contract into attachment in project.


Reminder: Custom fields, task types, task status, etc. in the template can be customized, and you can adjust them according to the corresponding scene.


Come to the point:
According to the real-time status of interview, relevant person can set their tasks status to learn about trends of their interview.


Ask for help:
If you have problems during the use of the template, please contact the Tracup team.

Old Clients Email Template

Users can use Sales template for virtually anything. Planning to move? There’s a CRM template for that. Need a better way to contact past clients? There’s a Past Clients Email Template for that too!

Office Location

This is a space level template where users will be able to centralize all of their recruiting and applicant tracking processes.

Job View

HR KPI metrics an advanced HR playbook in Tracup can help users customize their own solving plan.

Event Planning

To keep track of all the minor details and to-dos, use this template. Keep everything organized and on schedule to ensure that every event you arrange runs smoothly.

Employment Onboarding Template

The template helps HR department to complete onboarding of new hire in a orderly manner.

Candidate View

The template provide HR with step by step help to becoming onboarding at their work!

Organizational Action Plan

Are you seeking a management tool to help you create a comprehensive action plan to reach your objectives? Then you should use this organizational action plan!

You can find information to assist you in completing the template. Once you have provided all the necessary information, remove them. Make sure you have all the information you need to make informed, strategic decisions by using our Organizational Action Plan template.

It can give some background information about the issue you are addressing and provide the outcomes that the action plans aim to achieve. With our help, you will be able to take reliable action that leads to success, every time.

OKR Management

Use this form to communicate your team's and organization's aims and critical results, and to chart your road to success together.

Project Management

The template helps the R&D department of the Internet team to achieve agile development collaboration management.

Customer Management

The template helps salesmen of sales departments from various industries to manage their clients.

Customer management is a collection of activities aimed at increasing customer satisfaction, increasing revenue, and strengthening customer relationships. Customer data collection and analysis, customer feedback, customer relationship management, customer segmentation and targeting, customer marketing, and customer support are examples of these activities.

Customer Management's goal is to provide high-quality experiences for customers while also increasing customer loyalty and lifetime value.

Software Test Report

A test report summary includes all the information on the testing environments, testers, testing times, and testing methods. The physical log acts as a physical record of the code that was tested, the system configuration it was tested on, and any bugs that were discovered.

It's crucial for members of the software development team, especially those working in quality assurance, development, and support, to be able to write clear, understandable software testing reports. Software testing reports that are poorly written can make the process more challenging and less effective.

You can use this template to compile the findings of any test that was performed on your website, software, or other product. Tracup Software Test Report template provides the best sample of software testing records and documentation.

Sports Scouting Report

Scouting Reports compare a player's statistics to those of other players in their position over a specified time period. Each statistic is given a percentile ranking based on how it compares to other players. Any player who has accumulated a certain amount of playing time in an Opta data competition receives a scouting report.

Scouting Reports compare a player's statistics to those of other players in their position over a specified time period. Each statistic is given a percentile ranking based on how it compares to other players. Any player who has accumulated a certain amount of playing time in an Opta data competition receives a scouting report.

Coaches can use scouting report templates to create a variety of reports, including Coaches Reports, Player Reports, Bench Sheets, Game Day Reports, and more. This scouting report document template includes a player's statistics, which are compared to those of other players in their position over a specified time period.

Roof Inspection Report

What exactly is a roof report? A roof report is a document that documents the current state of a roof's structures and features. A residential roof report, for example, would document the condition of a sloped or flat roof for a homeowner, whereas a commercial roofing report would be created for a commercial space's building owner.

Roof inspection reports are important to write up for your customers because they provide them with the information they need to make the final decision: repair or replace their roofs? A roof inspection report also assists them in determining when that should occur—is it an immediate need or something that can wait a year or two?

Contractors can easily manage and share documents using our roof inspection report template from a single centralized platform. Use this Tracup template to provide a thorough assessment of your client's roof and save money on future maintenance.

Employee Management Strategy

The creation of a successful membership strategy is a continuous task that necessitates continual effort. It's crucial to design a plan that offers participants continuing chances to participate while also giving them ongoing benefits.

With so many options available today, it’s hard to choose the right way to interact with your members. This guide will help you choose the right strategy for your business.

The purpose is to equip appropriate personnel to enrich the various services stipulated in the organization, so as to ensure the normal progress of the organization's work and achieve the established goals of the organization.

If you want to thrive in the digital age, you need to have a Membership Strategy that engages and retains your members. This guide will teach you how to do just that!

Planning Paper Sample

By creating a Basics Plan, project teams can avoid potential risks and problems during execution. This Tracup document template provides a structured approach to planning your project.

Learn how to create a Basics Plan for your next project with this Tracup document template. This document establishes the foundations of the project and helps minimize risks and problems.

A Planning Paper Sample aids in setting up the service's framework such that fewer risks and issues are encountered during execution. Service providers will be able to create a Planning Paper Sample using an organized process thanks to this document template.

Retirement Plan Checklist

Retirement is a milestone that most of us anticipate, but it necessitates planning and preparation. This Retirement Checklist Doc template will help you plan for this important aspect of your life in order to be prepared.

The retirement checklist is designed to help you take care of the things you need to do before retiring. And this is included in the asset inventory. To live a happy retired life, you must ensure that all of your assets are properly organized. A good retired life will provide access to prosperous living and healthy life.

Create the ultimate retirement plan with this comprehensive retirement checklist template, whether you plan to retire in five years or twenty. This template will assist you in planning ahead of time and laying out a strategy for where to live, how to organize finances, and more, so you know exactly how and when to retire. Use this checklist to begin planning your future today!

Software Requirements Specification

The requirement is simply a condition that the user must meet in order to solve a problem or achieve a goal. It is the initial stage of system development. The software requirements specification lists all of the requirements that the user has stated in an inconsistent manner.

Great software can only be created from great specifications. Systems and software are so complex these days that starting a design without knowing what you're going to build is foolish and risky. A software requirements specification is another name for software documentation.

With this Software Requirements Doc, you can efficiently lay the groundwork for your product development. List all critical aspects of your product development and collaborate easily with your team

Research Memo Document

A research memo is a formal note or tool used to answer questions needed to ensure that the content of a research document used by an organization is correctly interpreted and understood. An effective memo for this purpose should be able to include details based on facts and other credible resources.

When we conduct research, we must collect enough data to make it more reliable. A research memo can assist you in gathering the necessary data to ensure that the research content is clear and well-interpreted. To save time and be more productive, start with our versatile and ready-made Research Memo template.

A research memo is a formal letter or tool used to address concerns and ensure that information contained in an organization's research document is correctly interpreted and comprehended. You can use this pre-made content as is or modify it to your specifications. This template is editable and viewable on a variety of devices and is compatible with a variety of editing programs.

Team Members Sample

This template seeks to provide a simple approach to introduce the team members of the company/entity and includes various assets that can be used.


The meeting is a way of group decision-making, which can avoid the one-sidedness of the conclusion. The meeting to let everyone face to face communication and exchange can bridge some cracks in the work.

A meeting is more effective than simply sending out a document because a meeting is a process of improving, refining, and effectively processing some ideas through interaction.

Meetings allow participants to participate in decision-making, making it easier to carry out the goals and tasks set by the meeting. The meeting is also an effective training, is a good way to exchange information and training.

Wedding Planning Template

In this template, you would be able to manage all detailed works including: time, location, characters, finance, and more!

Meal Planning

In this template, you will act like a real cheif to prepare and cook meals for yourself and your family.

Enhanced Event Schedule

If you’re an event organizer of your student organization, you might have been at a loss once when planning a series of events at the same time. It’s important for you to stay on top of the schedule of each event and make sure that everything goes as scheduled. And this template is highly recommended for you.

With our enhanced event schedule template, you can assign a task to someone, specify the event and priority, set a date for the event, and record the budget as well as actual expenses. This will give you a better experience.

This template serves as an ultimate event checklist, which allows you to further divide each event into more specific tasks. In this way, you are able to easily keep track of all the events of your student organization.

Real Estate CRM

Create Your Database Using Tested Tools. Take Care of Your Sphere. Gain repeat business and referrals Increase Productivity & Your Sales Potential With Our Best In Class CRM.

Pre-onboarding Customer Principles

The use of this template can allow you to efficiently complete many of the tasks you must perform before an employee starts working at your company.

You may differentiate yourself from the competition and increase customer retention with a smooth onboarding process that swiftly acclimates new customers to your product or service.

However, creating a successful onboarding process requires time and effort, both of which are sometimes in limited supply while managing existing clients on a daily basis.

With the help of these free customer onboarding templates and checklists, you can hasten the process leading to customer success. It can serve many functions, including checking employees into their new jobs, providing them with initial orientation materials, reviewing their contracts, and so forth. Try this pre-onboarding customer template to improve your work efficiency.

Recruitment Database

This template helps your organization track the rushes of new member recruitment in the midst of a rush.

The recruitment workflow will be further improved with a database in which you can find the rush status of every member.

The recruitment process will be made faster and simpler with the help of this template. Use this template to improve your recruitment process.

Market Strategy Plan

When you generate a brand new marketing idea, you can use Tracup to document it and list the steps of how it can be achieved and what you need to do at each step.


You can use the rich tables, Gantt charts and other forms in Tracup to get a macro grasp of your marketing strategy in practice, keep adding new collected information to it, and keep all the fragmented information systemized. Tracup can make your ideas more organized.


In addition to personal use, Tracup can also help you and your colleagues collaborate on new marketing plans. You can see other people's new ideas, new modifications, etc. online, and Tracup will help you aggregate all the seemingly cluttered information and ultimately achieve your plans efficiently.

Website Project Plan

Use this template to collect client feedback, design plans, team opinions and other important stuff for your web building or rebuilding.

Risk Assessment

Use this template to determine possible risks, make assumptions to potential problems, and list exsiting issues.

Bugs Queue

Easily plan, track, and manage your scrum iterations while accelerating the delivery of superior products.

Customer Requests Service Template

Customer Request refers to the interaction (phone conversation, in-person visit, or letter) during which the customer provides enough details to carry out the service order.

Customer Request Service (CRS) is a type of service-oriented architecture (SOA) that enables customers to make requests to a service provider, who can then provide the requested service on demand. Customers can use CRS to get to various services quickly, efficiently, and conveniently. It also eliminates the need for customers to set up their own service infrastructure because they can use the infrastructure and resources of an existing service provider.

Customers can access services through CRS in a convenient, cost-effective, and secure manner.

Creative Processes

In order to find the precise information you want at any given time, you may utilize a variety of views and filters. Feel free to modify this board to suit the requirements and working methods of your team.

SEO Management

Take control of every aspect of your SEO campaign. Together with your team, you can plan, monitor, communicate, and work on projects all the way through.

Customer Onboarding Process

Customer onboarding typically consists of five steps: customer data collection, customer onboarding review, customer activation, customer onboarding follow-up, and customer onboarding optimization.

Customers provide all necessary information to establish a business relationship during the data collection step. Customer onboarding professionals assess the data during the review step to ensure that it is accurate and that there are no issues that need to be addressed. The activation step entails configuring access to the product or service as well as any other onboarding tasks that must be completed before customers can actively engage with the product. The next step is to check in with customers to ensure that they are satisfied with their experience and that they received all of the assistance they required.

The optimization step involves taking steps to improve the onboarding process so that customers have a smooth experience when interacting with the product or service.

Manage every step of the onboarding process for your clients, from the initial meeting through client installation and training. Gain insight into how the onboarding is going, keep track of the time spent, and align everyone within on the situation.

Supporting Sales Information

Do you need a template to help you with your sales supporting information? If that's the case, you've come to the correct spot!

Sales literature Designs, drawings, and graphic components that are inspired by the top designers worldwide. Interested in more ideas?

This template may be used to design effective presentations that emphasize your product and encourage your audience to purchase it.

Developing strong sales support is an important component of promoting your goods. They may assist you in closing more sales by giving essential product information that clients can utilize to make an educated decision.

Search Ad Campaign

Use this template to manage a well-organized search Ad campaign from beginning to the end.

Individual Tasks

Life is full of many trivial tasks that need to be solved, some things need to be repeated periodically, some things are easy to forget, and some things need to be done before the deadline.
Tracup can help you collect all the things you tend to forget, for example, you can use it every night before going to bed to record what you need to do the next day, and the next morning, it can remind you of today's to-do list in time, so you can organize your time wisely and start the new day with clarity.
Tracup can also help you categorize your disorganized tasks. For example, you can use tables to keep track of repetitive tasks that need to be done regularly, and Gantt charts to track the progress of long tasks. You can also share with your family the weekly family cleaning that needs to be done together, so they can anticipate the proper organization of family matters in advance.

Editorial Calendar

Utilize a simple Editorial Calendar template to manage all of your social media material completely, tracking it all in one location.

Sales Enablement: Scorecard & Review

This Scorecard is intended to highlight the enablement team's comments for new representatives over months 1-6!

Business Goals

With the help of Tracup's business goals template, you can transform your organization's mission statement into a workable strategy that aids in the accomplishment of your company's goals.

Podcast Planning

Use this template to start a podcast and stay on track with the entire creative process, allowing you to efficiently monitor, track, and complete each episode.

Public Relations Planning

Using a PR planning template in Tracup, you may transfer your overall PR strategy into observable benchmarks and objectives, then further deconstruct them into doable activities that aid in achieving those objectives.

Customer Projects

Welcome to your Customer Projects! Here you can store and manage all of your Customer Projects.

Customer projects are those in which the customer is directly involved in order to provide a customized solution to meet their specific needs.

Customer projects are typically long-term and require close collaboration between the customer and the service provider to ensure that the customer's specific needs are met. To ensure customer satisfaction, this type of project necessitates close communication and interaction between the customer and the service provider.

The customer will usually provide detailed project requirements and specifications, which the service provider must follow in order to complete the project successfully.

Marketing Activities

You and your team can organize your campaign planning and execution on this board. Invite your team so you can assign owners, keep track of due dates, and see the progress of your campaigns at every stage.

Project Portfolio Management

A high-level summary of all your ongoing, finished, and upcoming projects. Use the Gantt view to view the schedule of all your projects, designate a project manager, and determine your project's timeline.

New Client Onboarding

Use our new client onboarding template to make a strong first impression and treat every new customer like a VIP.

Content Plan

Use this template to create a flowchart of your content strategy, from the first brief to editing and review, client or stakeholder response, and final sign-off.

Software Implementation Checklist

Use this template to simplify your deployment process and advance your deployment.

Single Project

You may easily manage tasks by creating a daily task tracker template for work using a task management template.

Product Features and Release Plans

It is a new tool that helps you create beautiful websites faster. It's free, open source, and built by web designers for web users.

Develop product features and agile release plans. Manage upcoming product features by priority. Make everyone better familiar with products. Assign tasks to the responsible person. Save time and improve team efficiency. Our roadmap will help you plan better.

It will give you everything that you need. You can even customize them later if needed.

Offers and Deals

View our templates, designed with responsiveness and simple customization in mind. Please choose an appropriate template to start altering, or create a template with your branding using our drag-and-drop editor.


We have created this template specifically for customers that require settlement amounts. Utilizing this form will enable you to complete the task quickly.


The content is thoughtfully separated into several templates, each with various categories, allowing you to establish several merchant names while also customizing your revenue amount. You can use this template to make a strong presentation.

Risk Register

This simple Risk Register template is intended for projects or tiny enterprises. With only a few fields to fill out, getting started is quick and simple.

PR Campaign

For PR people, the most important thing is to grasp the time, but there are so many public opinion messages that need to be paid attention to and handled quickly, Tracup can help you organize the large amount of public opinion messages in time.
Tracup can also help you organize the media you need to contact, the launches you need to follow up on, etc. Time is of the essence, so set a deadline and let it remind you in advance.
You and your team can see everyone's work progress in Tracup, which helps you save time wasted by duplicating work. If you don't know whether your colleagues have already done it or not, you can search for it first!

Paid Marketing Campaign

Paid marketing should be a part of your overall marketing strategy when promoting a good, service, or brand. If managed properly, it can be a big stimulant to your overall growth in addition to helping to increase brand and product recognition.


A solid and adaptable campaign plan is essential if you want to deliver it on time and within your budget, but campaigns like this frequently have a tonne of details to navigate.


This is the reason we developed this paid marketing campaign template. It provides you with a foundation upon which to build and is sufficiently adaptable to hold all the data you'll need to track throughout your marketing plan.


Additionally, it has a variety of features that have been specially created to help make your next project the best one yet.

Content Production

If you want to attract new clients, you must create a solid marketing strategy, and a key component of that strategy is how you handle the content. No matter how much content you produce or for whom, without a clear strategy and a set schedule, it's simple for it to be lost in the mix. Your material must be eye-catching, resonate with your target market, and forge a connection between them and your company or product in addition to having a timeframe.


This template will provide you with all of the tools you need to create significant content and successfully advertise it. It's a tall order to consistently do this, so that's where it comes in.


This template will help you create a long-term action plan, which is ideal for content that is a focal point of your overall marketing strategy. Additionally, this enables you to take into account the deadlines for freelancers and other parties.


You can start by plotting these dates on the calendar to give yourself a solid foundation from which to work. This will give you an idea of how much time you have available, how much time you can devote to specific projects, and how flexible you can be with your spending requirements.

Habit Tracker

It can be pretty difficult to change your habits, especially undesirable ones, if you lack discipline or motivation. But even breaking those negative behaviors will be much simpler with Infinity's Habit Tracker design.

Start making changes in one area of your life, and the others will soon follow. If you stop repeatedly hitting snooze before getting out of bed, you'll also stop procrastinating.

With something as straightforward and practical as a habit tracker, you may establish new, constructive habits or maintain the good ones that inevitably fade away as your life grows busier. Make daily routines easy to follow, maintain good habits, find the motivation to continue, and reach all of your goals by using this habit tracker!

Contact List

It is very important to maintain good communication with many clients who may have similar problems or may ask questions that have never come up before. You must organize this information regularly, in order to solve all possible unexpected situations.
This template will help you organize all your customer information very well and will also help you summarize all the questions that have been asked and the ones that might be asked. When you are faced with a new question, you can search here to find a template that has been prepared before.
You can use this template with your team and exchange information with each other, which will improve the efficiency of your work as a whole and avoid duplication of mistakes.

Boxed Employee Lifecycle

When something important happens in an employee's life, the team leader submits a request to understand and value the lifecycle of each employee.

Manage processes more efficiently, from receiving new requests from employees to meeting their needs, managing the entire process in one visible place.

Human resource managers can better understand and maximize the well-being of their employees, so as to improve wellness programs and effectively solve company-wide problems.

Event Programming Across Corporation

Internal event management is a critical component of any business' operations. But managing an internal event requires a lot of time and effort. With this template, you'll be able to plan and manage any internal meeting or conference.

This template helps you plan and manage any type of internal event, including conferences, meetings, workshops, and more.

Track the workflow and get an overall report on all the most important metrics.
Manage activities for your organization and effectively supervise employees.

Volunteering Application Management

It may be a challenge for you to manage the volunteering application when receiving a number of applications for the volunteering program. It is necessary to view and analyze the basic conditions of new applicants. This template here is right for you.

The volunteering application management template helps you get a grasp of the basic information of applicants for volunteering. You can choose the right volunteers for your project.

With this ready-to-use template, you can easily organize your volunteer applications, identify those who are available to serve as a volunteer, and manage volunteering resources.

Work Schedule Arrangement

Work Calendar Template for Teams - Schedule work for your team this month, next month, and even next year. Add due dates and timelines so everyone on the project knows exactly when they have to complete their tasks.

Have your most productive week ever with this work calendar template. Keep track of your team's progress with this shared calendar.

See who's working on what and when to ensure everything stays on track. Integrate this template with Google calendar to stay organized.

Order Blank Template

Your legal team can handle all incoming orders and tickets in one, consolidated procedure by utilizing our legal order blank template.

Visualize your data in any way that makes sense to you, from high-level dashboards to Kanban boards, and colorful timelines, so that you can feel confident making data-driven decisions each time and being certain that you're meeting the deadlines for all orders.

As our boards are updated in real-time on all devices, keep track of each order you receive d, and follow it in real-time.

Recruitment Plan Template of HR Playbook Example

Our HR Playbook Example's Recruitment Plan Template includes a step-by-step guide to help you define your ideal candidate, create a comprehensive job description, develop interview processes, and optimize recruitment initiatives for your team.

This template will help you and your team recruit the right professionals more efficiently.
You can set up every part of the recruitment process and the list of candidates in this template. You can sort them by different positions, and if they pass one step they can move on to the next.

This template will also help you keep track of all the changes that occur in the interview recruitment process and has a clean and easy-to-understand interface. You can use the template with your colleagues and it will always synchronize the progress of the work you have done together, presenting all changes.

Application Status Tracking

This template helps you keep track of each application's status. It is an easy way to manage and organize the candidate pool of volunteering applicants for your project.

This template acts as a database for volunteering applicants in which you can see their application status. For those who haven't yet been contacted, the assignee can easily find their contact information to follow up.

Improve your volunteering application tracking process with the application status tracking template, which makes your work faster and simpler.

Enhanced Dues Management

This template is utilized to enhance the tracking and management of chapter dues, allowing you to keep track of the dues of chapter members in time.

This template makes it simple to see all of your members in a glimpse and identify a member's payment schedule. With its help, you can follow up on the concrete payment plans of members and promptly make the response to problems related to dues.

The enhanced dues management template provides you with a more detailed table. In this table, the payment plan of every member is well in control, making your organization's dues well-managed.

Kanban Software Designing

Kanban is a visual management system that helps you organize tasks and projects.


You can see what needs to be done next, who has completed their work, and when something should be shipped or released.


It is also a method of managing workflows that allows you to focus on one thing at a time. It helps you stay organized and focused while working on multiple projects simultaneously.

Creative Requests

Since a successful project is dependent on continuous improvement of customer requirements, it is important to collect a lot of customer feedback and respond to them timely.


Tracup can help you and your team collect and analyze a large amount of feedback from users efficiently. You can use the varities of forums to organize the processes in requirements improvement and categorize the different requirements clearly.


Tracup can also be used to better serve teamwork. As different employees will be responsible for different tasks in the requirements improvement work, so let's work together using Tracup templates, where everyone's updated progress will be presented in full!

Managing Organization Dues

This simple template helps you track and handle the organization's dues, which will save you a ton of time. It offers you a simple but clear view of each member's payment process.

Using this template, you can follow up on the members' payment status and payment deadline so that you won't be thrown into chaos in the end. You can view each member's payment process clearly and make the right response to it.

It is a simple and easy solution to those problems arising from too many dues, and you can set it up in just a few steps. It takes less time to help you manage the dues.

Executive Board Management

This template helps the executive board manage and follow up on tasks, projects, and other agendas of the board. All members of the executive board can be well-informed about the board's agenda and make appropriate responses promptly.

The executive board management template serves as a platform where the members are able to discuss weekly ideas. It makes the ideas and plans better.

For each task, this template allows you to add the task progress, task status, due date, notes, etc. In this way, you can manage the executive board and keep track of its agendas.

Event Preparation

In our daily lives, we may be involved in planning many events such as birthday parties, promotion parties, moving parties, holiday events, group trips, and so on.


Does it bother you that these events require a lot of preparation and many guests to be invited? This is where you can use Tracup to help you plan it all out clearly.


As the overall event organizer, you can use Tracup to list everything that needs to be ready before the event starts. As an event participant, you can use Tracup with other friends and make it a place for you to exchange ideas.

Job Interview and Onboarding

Optimize the recruitment process and select the best talents. Employers can effectively manage skills at all levels by using the latest candidate tracking system, showing all candidates' latest statuses.

Introduce the company to applicants, the job responsibilities, and the first two weeks of orientation courses.

The relevant information of new employees will be automatically recorded in the employee roster to provide a reference for the human resources department and it will improve work efficiency.

The Weekly President's Update

As the president of a student organization, you take the tiller of the organization's development. It's important for you to communicate key messages precisely, and the weekly president's update template is right for you.

This ready-made template is a good way to help display the whole collection of your weekly updates in one place. With the help of this template, all the members are well-informed about all forthcoming events and tasks.

All action plans of the president appear in this template, which is more convenient for both the president and the members. It also helps the members know what you care about in a shorter period thanks to its fast distribution.

New Employees to Join

All information from the introduction of each new employee to the entire work schedule is stored in a unified platform for effective management and supervision.

Clarify the responsibilities of each employee and track the work progress, so that team members and leaders can timely gain information and promote effective communication.

Effectively manage recruitment activities and streamline onboarding processes through visualized data.

Content Schedule

Content creation is a tough and proud business that requires the creator to give it as much attention as possible.
But creators have a lot to deal with besides creating, such as they need to keep an eye on deadlines for different projects, they need to modify formats to suit different requirements and they need to edit their video footage over and over again. All these tedious things can affect their creative state and make them exhausted.
Tracup is a tool that helps you to focus more on the creation itself, where you can choose the templates that will help you manage all the clutter and things that need to be dealt with in time.

Social Media Managemant

If you are an influencer or you wish to manage your different social media accounts better, Tracup can help you achieve this objective more efficiently.
Are you facing any anxious situations? There are many social platforms that you need to keep updating. Your followers are constantly urging you to update quickly. Sometimes you tend to get stuck in a creative bottleneck, but sometimes you have a lot of good ideas but struggle to remember them.
These difficulties will be solved with the help of Tracup, where you can use extensive forms to list your future update plans. You can also put all your collected materials into Tracup for your daily creations! You can modify your creations to suit the different social platforms!

Personal Tasks

You can rapidly set up the same tasks over and over again by using task templates, which make it simple to standardize jobs in your project. As a result, you may build recurring processes and save time by not needing to create the same task from scratch each time.


You can specify relative due dates for tasks using task templates. Our templates can be made in such a way that the tasks that come from them have due dates that are any number of days in the future from the time the template was made.


You can designate a task as waiting on another task by adding dependencies to task templates. Teams using collaborative workflows will benefit from being able to easily see which tasks they are awaiting so that they can plan their start times for those tasks.

Job Application Blank

Organize and record job application near me forms in one location for a more efficient recruiting process.


Create an application form template for you to use when sending out job applications. It includes all the necessary information about your company and its employees.


Application form template makes it easy for you to manage your entire recruitment process. You can also customize the template by adding your own logo or changing the colors.

Personal Goals

Achieving your goals is the key to success in both business and life. The happy you can be, the faster and better you can reach new heights. Because of this, setting and achieving goals has become a crucial component of modern living.


These goal templates and goal worksheets might assist you in being more organized and laser-focused on your main objectives if you're seeking a straightforward and effective tool for goal creation. You can attain new short-term and long-term goals by making steady progress with the help of the personal goals template.


Anyone who wants to accomplish more can use both the weekly goals template and the monthly goals template as effective tools for setting goals. Learn about the goal-setting worksheets and templates available for download.

Task Management

You may easily manage tasks by creating a daily task tracker template for work using a task management template.

Product Launch Plan

Use our most recent product launch plan template to effectively manage the entire launch planning process and promote new items more swiftly.

Vacation Planning

This template is made for vacation planning. You can manage your trip in this template from preparation to activities.

Blog Content Calendar Template

Everything you need to choose a content schedule for your blog articles and social media updates, including templates, tools, and more.

Invoice Tracking

The invoice tracker template lets you keep track of, manage, and store numerous invoices in a single, safe location.

Accounting Tasks Template

Use this template to track your invoices, taxes, income, and expenses. This would help you manage your accounting stuff in an easy way.

1 on 1 Meeting

This template here is to help you hold a 1v1 meeting with your team members to discuss about confusion and thoughts for your products.

Advertising Campaign Template

To plan and carry out your next advertising campaign from beginning to conclusion, use our advertising campaign plan template.

Product Backlog

Prioritize your work items in the backlog to guarantee that everyone's work is optimized and that product goals are met. Use it now!

Conference Planning

In minutes, you can download, edit, and send this professionally designed Project Management template. Save time and money while maintaining quality.

Event Marketing and Promotion Plan

The comprehensive event marketing guide, covering event marketing strategy, event kinds, promotional strategies, and success KPIs.

Competitor Analysis

Use this template to make comparisons among competitors. List their advantages and disadvantages. Then find your superorities.

Content Calendar

Use this content calendar to plan and track all of your content, from blog posts to podcasts to tweets.

Customer Testimonials

Customer testimonials are remarks made by consumers about the items or services they got. These remarks demonstrate to potential buyers that the product is of high quality and that the service is dependable. Testimonials are effective because they elicit emotion and give confirmation from genuine consumers who have utilized the product. Testimonials must be honest and real in order for future consumers to take them seriously.

Customer testimonials may be used by businesses to illustrate the worth of their products or services on their websites, social media platforms, and advertising campaigns.

This is a template that you can collect all your customer reviews together in order to enhance persuasion of your product to the following business campaigns.

User Feedback Tracker Template

Use this template to track useful feedbacks from users. Reach out your customers to get a positive change of your product.

Video Production Schedule

Video production can initially seem intimidating, but organization is the key to any challenging, team endeavor. This sample for a digital video product is.

Construction Schedule Gantt Chart

With this quickstart template, you can get started on your next building schedule. Maintain a high-level strategy or get into the weeds with a comprehensive project build-out.

Social Media Marketing Schedule

Use this 30-day social media plan template to help you revamp your social marketing approach and increase the value you provide to your company.

Organizational Chart

Every enterprise, company, office, or institution would need a simple way to see its organizational structure. The organizational template is made to use and adaptable to any firm.

Marketing Schedule

A marketing timetable is a systematic way to keep track of crucial marketing deadlines and tasks.

Social Media Strategy Plan

Utilizing social media sites like Instagram, Twitter, and Facebook to market your brand and increase sales of your goods or services is known as social media marketing.

Digital Marketing Campaign Template

The most effective digital marketing efforts make a beneficial impact on people's lives by raising important topics.

Campaign Contract Management Template

This template is made for hosts of a charity party, games, proms, or any other kinds of campaigns to manage any related suppliers and sponsors.

Strategic Marketing Plan Template

Imagine climbing Mount Everest solely on on gut instinct. Without a well-thought-out strategy to lead the way, you wouldn't go very far.

Tactical Marketing Plan Template

A marketer's blood runs with strategy. It doesn't only come easy to concentrate on your next big objective; doing so feeds your marketing fire.

Digital Marketing Plan

Every current marketing plan includes digital marketing. This is because it’s an affordable approach to reach the people who really matter: your target audience.

Vendor Management Template

With Tracup's vendor management template and advice, you can keep track of all your suppliers and vendors in one location.

Job Hunt

This template is made for obtaining your desired position, preparing for your job search, and organize your interviews.

Personal Blog

Use this template to create a successful blog to share your stories/build a business link/find freinds.

Become a Remote Company Fast

A easy strategy for assisting your team in becoming a remote team while working on a tight deadline.

Out of Office Schedule Template

Create a shared location for your team to register vacation and sick days so that tracking paid time off is simple and everyone is aware of team availability.

Agile - Roadmap

Ideal for controlling Agile Methodology. You can essentially plan and keep track of all top level milestones with the Roadmap's planned projects.

Healthy Habits Challenge

Use this template to build some healthy habits in a 12-month length. Build a simple one in every month instead of a big one in a year.

Agile - Sprint Planning

Manage all of your sprints and iterations here to quickly link them to your Roadmap board for that top-down perspective.

Client Directory

Building a client list is crucial for any company looking to expand. The client lists are available for download here for free!

YouTube Video

A successful YouTube video will require assistance with video production, scriptwriting, editing, and optimization. The primary considerations are the video's goal and target audience. This will assist you in determining the type of video and format required to reach your target audience.

Use this template to become a successful YouTube video producer step by step.

In addition to this template, you may require content creation, graphic design, and analytics services. The importance of content in ensuring that your messages are seen and heard cannot be overstated. Graphics and videos can help your messages stand out and be seen by the right people. Finally, analytics can show you which content performs best and which audiences are the most engaged.

Start a Side Hustle

Use this template to guide you through the process of starting a business, including the steps necessary to register a domain name, design a logo, and spread the word about your venture.

Organize Your Finances

Use this template to organize your personal finances by setting up budget and making debt pay down plans.

Digital asset management (DAM)

In order to find the precise information you require at any given time, you can use a variety of views and filters. Feel free to modify this board to suit the requirements and working methods of your team.

Pitch List

Pitch List is an online resource directory with resources, potential investors, and other information for entrepreneurs looking for funding for their startups and projects.

This board keeps track of the companies or groups you are pitching to take part in a certain project or campaign. Tracking on a public board provides a single source of truth for more accurate work and allows everyone on all teams to see the status of participation.

Pitch List assists you in locating resources to assist you in getting started with your business, such as industry experts and potential investors. It enables you to conduct research on potential investors, track your progress, and even develop relationships with the right people. You can research and build relationships with potential investors, track your progress, and even create a pitch to present to potential investors.

Project Assessments

After a project has begun, it can be useful to poll the project team to determine where workflow improvements can be made.

Language Learning

Use this template to establish a goal, choose a strategy, and make learning a new language a habit.

Class Planning

Use this template to keep your class plan organized. Be prepared for reference material, presentations, guest speakers, homework, tests, and the rest.

Video Status

With the finest video template library in the world, make beautiful films quickly. advertisements, promotions, slideshows, social media, and more Adjust now.

Inbound Request Form

In the end, Forms assist you in minimizing the time and effort required to handle incoming requests so that your staff can focus more time on the tasks that are important.

Growth Experiments

This template is made to help you push exist experiments to the next stage by repeatable process.

Weekly Task List Template

This easy task list template will make creating your weekly to-do list a snap.

Grocery List

Use this template to record the purchase date of your groceries and expire date of them. Add expected quality guarantee period of each items.

Goals & Feedback Meeting

Use this template to discuss, and summarize positive and negative moments in the past. Think and improve in the coming year.

Educator Planning

This template will offer workflow advice to help you remain on top of your grading, your lesson plans, and new advancements in your profession to keep your students up to speed.

Book Writing

Use this template to help you finish your book writing process.

Appointments

A template to collect various appointments in one place. Make sure they don't fall apart.

Annual Review

Use this template to review things/events happened last year. Consider the challenges and goals you met last year.

Custom Homebuilding

The Custom Home Building Proposal template is included in Proposal Packs and may be made in any design style using our proposal software.

Project Proposal Process

Make a clear approach for responding to RFPs so that you can always send project proposals to potential clients on time.

Deep Work

Use this template to practice setting priorities for attention and removing distractions.

Disconnect from Tech

This template is made to prevent burnout, schedule relaxation each week and include time for self-care.

Client Campaigns For Agencies

Are you an account manager or the owner of an agency? Use this meeting template to meet with your client's new campaign manager.

Post-event Opportunities

A comprehensive manual on post-event report writing and content. A free post-event report template is provided in this article.

World Cup(National Flag)

Use Tracup to start your high performance collaboration

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