Choose From Templates
Try our most popular pre-built templates for getting work done on Tables. You can always customize any of these options for your team.
Product
Product Plan
A good product is the one that adds value to the customers' work/life. Analyse your competitors, manage hiring, allocate resources, work on budget and plan the perfectly reliable product with the Product Planning template.
Product Design & UX
Designing a product? Let your creativity flow without the hassles of managing the planning part of it stopping you. With the Product Design & UX template, get right on planning, tracking and managing the wireframe, UX design and web development for your product.
Product Development
Involve your team and collect feature ideas for your product. Create sprints. Automate repetitive tasks. Manage your team and deadlines. Stay on top of your development cycle with our Product Development template.
Product Testing
Understanding your product - where it lags and what needs improvement - is a huge task. The Product Testing template lets you handle it all - managing test cases and handling the bugs - with ease.
Product User Feedback
The right feedback at the right time is what keeps your product customer-centric. Ask your customers, analyse their feedback and understand what your customers need. Manage it all with ease with the Product User Feedback template.
Product Launch Plan
Developing a product is important. But what's more important? Planning the perfect way for it to reach your customers. Plan your perfect launch, keep track of how your marketing, design and sales teams are getting ready for the big day with the Product Launch Plan template.
Bug Tracker
There is no better software than one that is error-free. As you strive to create top-notch applications, don't lose focus by immersing yourself in bugs. Accelerate your bug-tracking system with our bug tracker. Deliver flawless products by filtering and prioritizing critical issues, assigning DRIs, tracking bug status, and more.
Inventory Tracker
A number of products arrive at and leave your store everyday. So, is there an easy way to keep track of them all? Yes, with our inventory tracker, you can manage your stock levels, suppliers, and movement of goods all in one place.
Product Roadmap
Having a clear plan is essential to stay organized and ensure success. A product roadmap serves as a strategic guide, outlining the vision, goals, and milestones required to bring your product to life. They provide a structured framework that helps you plan, track, and communicate your product’s journey with ease.
HR Management
HR Applicant Tracker
A smart hirer needs a smart hiring mechanism. Take control of your talent acquisition process, using our job application tracker to streamline applicants data, co-ordinate with interviewers and visualize different stages of your hiring process to find exceptional talents.
Employee Onboarding
The onboarding process is a chance to win the hearts of your new hires leading to a smoother transition and increased productivity. Hit the ground running with our effective onboarding template that covers all the necessities to fill in new hire details, tick off task checklists, track the onboarding stage, save essential documents, and much more.
Training & Development
Empower your employees with the right skills to stay ahead of the curve. The employee training program template lets you manage all your training sessions in one place, track your employees' training progress, attach relevant workbooks and get constructive feedback to develop more improved courses.
Quarterly Performance Review
Quarterly performance reviews are a great way to assess your employees' strengths, challenges & achievements. Wondering how to start? Keep the guesswork behind by using our template to measure your employees' progress, recognize their contributions, identify challenges, and set goals for the upcoming quarter, driving excellence.
Sales
Sales Deal Tracker
Stay on top of your lead generation efforts from sourcing to successful closure. Streamline all your customer accounts to get complete visibility into their deal pipeline, engagements, and progress on a simple and secure platform. Plan your next steps ahead and never miss out on any opportunity.
Sales Plan
Looking for a quick way to plan and execute your business's sales strategies? Use our sales plan template to outline your company's sales goals, techniques, and tactics for specific quarters. Align your sales team's efforts with the company's overall goals & KPIs and track progress towards achieving the sales targets.
Account Management
Expansion within existing accounts is more cost-effective than acquiring new clients. Give your account manager a centralized location to track important information about each account, like renewal dates, current stage & account health, to identify opportunities and build relationships to foster growth.
Customer Data Management
A well-managed customer database is a great way to identify opportunities for cross-selling, upselling, and for personalized communication. This Customer Data Management template lets you analyze customer data which includes business transactional history, testimonials, loyalty programs, and more.
Sales Report
From forecast to results — analyze quarterly sales projection vs. actuals achieved to assess the performance of the individual sales people and products that are faring well in the market. Use the Sales Report template to uncover patterns and trends, revenue generated, deals struck and more to set new targets & aim higher than ever before.
Lead Management
Building a strong sales pipeline and managing it effectively is crucial. Irrespective of the size or nature of your business, it's essential to elevate your lead management strategy and convert more prospects into loyal customers. In this guide, we offer a lead management template and some best practices to drive high-performing lead management systems. Let's dive in!
Marketing
Content Strategy
Impressive content strategies come with knotty processes, multiple deadlines and huge responsibilities. From keyword analysis to creating content to getting approvals, make it all smooth. Step up your content efforts with our content strategy template.
Social Media Calendar
Identify your goal, align your team, determine your schedule interval and channelize every stage of your social media content schedule. Never miss out on any opportunity to give your brand a major boost!
Marketing Campaign Tracker
Do you have multiple campaigns running across various channels? Keeping track of everything is difficult at any given moment. The marketing campaign tracker comes to your aid, to list down all the campaigns, analyse trends and alter your approach to achieve your goals.
Round Table Event Tracker
From ideation to managing speakers, agenda, venues, budget, and more. The round table event tracker is equipped with all features to manage events with ease. Empower your team to handle every aspect of your events seamlessly.
Competitive Analysis
Keeping a close watch on competitors helps you level up, differentiate, and get a deep understanding of the markets you operate it.
Keyword Analysis Tracker
Bringing visitors to your site begins with the right keywords. Organize, track and manage keywords, analyse competitors' metrics, plan content with great insights for your audience and increase conversions with our Keyword Analysis Tracker template.
Blog Tracker
Write for your customers, give solutions to their problems, provide them with fresh industry insights through your blogs. Plan your blogs, assign writers, track publishing status and stay on top of your blogging game with our easy-to-use Blog Tracker template.
Customer Testimonials
Know what your customers have to say about you. Collect feedback from your customers, gain insights on how your products work on the ground and strengthen your brand. Accomplish this with our Customer Testimonials template.
PR & Media Outreach
Are you looking for a way to streamline your PR communications? With the PR & Media Outreach template, plan your pitches, organize your media contacts and track your progress on various press releases effortlessly. Enhance your media outreach efforts to improve your brand's credibility.
Meeting minutes
Effortlessly manage your meetings. Centralize documentation, assign tasks, and enhance collaboration—all in one place. Streamline your workflow and make every meeting count!
Marketing Plan
In today's noisy and competitive market, standing out is a challenge. While building an excellent product or providing top-notch service is essential, a clear marketing plan is still necessary. With rapidly evolving trends and shifting consumer preferences, delivering the right message to the right audience is crucial for success. Read on to learn everything you need to know about marketing planning, and use our template to simplify the process.
Video Production Management
Video production is an intricate art that demands a delicate balance of creativity, content, collaboration, and organization. From brainstorming ideas to the final edit, each step involves countless tasks, resources, and timelines to manage. And in most cases, teams are overwhelmed by the sheer complexity. To navigate these intricacies and ensure a seamless production process, we are providing you a versatile tool to keep everything on track.
Project Management
Project Tracker
Managing multiple projects is time-consuming, from concept to completion. Get the most out of our project tracker to manage your budget planning, resource allocation, key deliverables, subtasks and more. Take your project management to a whole new level of efficiency.
Project Management for Freelancers
What if you had a solution that allowed you to focus solely on your actual work? Imagine having a streamlined way to manage all your clients, track the work you do for them, and manage invoices in their names. With the Project Management template for Freelancers, you gain more time and freedom to dedicate to your core tasks. Don't wait any longer – start working more efficiently today.
Personal
Cars Hunting
Thinking about buying a car? Set your budget & priorities, organize all your research and compare models & price. Keep track of all the important information in a single place. Be well-informed about your options. that meet your needs. Make a decision that's worth your investment.
Personal Cookbook
What's cooking? Our cookbook is! From your family's secret recipes to your own creations, categorize and collage your sumptuous delicacies with appetizing images that trigger your taste buds.
Household Chores
Managing household chores can be taxing. Use our household chores template to organize your daily tasks and responsibilities conveniently with information like chores to do, grocery lists, assigned family members and task status. Make your house a happy home by letting everyone contribute to keeping it clean and organized.
Split & Track Expense
Struggling to find a way to settle payments in your gang? Skip uncomfortable phone calls and text threads. With the Split & Track Expense template, split the bills with your friends, track bill dues and manage payment status amongst group of friends effortlessly.
Meal Planner
Are you frantically searching for recipe ideas & making last-minute meal decisions? It can be daunting to figure out what to cook daily, what your family prefers, and what you have in your pantry. Make our template a canvas for creating culinary delights with sections dedicated to each day, spaces to jot down meals, and efficient grocery planning.
House Hunting
Looking to buy a new home? Discover your dream home faster with our user-friendly property listing template. Our intuitive interface simplifies your search, allowing you to navigate listings effortlessly. Start your house-hunting journey today!
Subscription Manager
This Subscription Manager Template is designed to help you track and manage all your recurring services, utilities, and software subscriptions in one place. Whether you’re managing household bills, personal entertainment subscriptions, or business software, this template keeps everything organized and easy to monitor.
House Party Planner
The House Party Planner is designed to streamline the organization of house parties by keeping all essential details in one place. This template ensures you can manage guest lists, plan events, organize food and drinks, and track all necessary supplies efficiently. With customizable views and structured tables, this base simplifies the process of planning and executing a memorable party.
Group Trip Manager
This trip manager template is designed to simplify the planning and organization of group trips. With dedicated tables for destinations, accommodations, activities, travel bookings, and traveller information, it ensures every detail is captured and linked for a seamless trip experience. You can visualize your itinerary through calendar views and track the status of accommodation bookings, travel tickets, and traveller confirmations using Kanban boards. Automations notify you when accommodation and travel bookings are confirmed or when new travellers are added, making group coordination easier. Costs for hotels, activities, and tickets are linked to each destination, offering a complete overview of trip expenses.
Gifts Planner
The Gift Planning is a practical solution for organizing and tracking gift purchases for any occasion. Whether you’re preparing for holidays, birthdays, anniversaries, or special events, this template ensures you stay on top of your gifting plans. With fields to manage gift details, you can streamline your gift-buying process and eliminate last-minute stress.
Trip Planner
This simple trip planner template is designed to help you efficiently organize your travel plans. With tables for destinations and hotels, it allows you to list all the places you'll visit and map the accommodations for each destination from a separate table. You can visualize your trip timeline using a calendar view that displays the trip dates, and track the status of your accommodations with a Kanban board for easy organization.
Trip Accommodation Manager
This template is designed to help you list and manage all accommodation options for a trip. You can track the booking status of each accommodation using Kanban views and easily view all bookings on a calendar to ensure everything is aligned with your travel dates.
Destination Wishlist
This template is perfect for creating and organizing your travel wishlist. It allows you to list all the destinations you're interested in visiting, along with the activities available at each location. You can also include photos to visually capture the essence of each destination, helping you plan and prioritize future trips.
Finance
Budget Deficit Management
To ensure financial stability and meet your financial goals, knowing what you have planned to spend and what you've actually spent is essential. Make use of the Budget Deficit Management template to track your budget, plan your resources appropriately and make wise financial decisions.
Expense Tracker
The ability to monitor costs in your business is a superpower. Simplify tracking, calculating and managing all your company's spendings - from taxes to daily expenses - in a single place with the Expense Tracker template.
Cash Flow Statement
Make every dollar count! Paint a vivid picture of how money moves within your business. Use our cash flow statement template to gain a holistic view of cash inflows and outflows by categorising the operating, investing, and financing activities. Identify periods of cash surplus or shortage for optimal financial management.
Balance Sheet
Unlock clarity on your company's financial position and make informed decisions about investments, financing, and strategic initiatives. Our balance sheet template provides a snapshot of your financial health, allowing you to track assets, liabilities, and equity with ease. Make the right financial moves by discovering your economic sustainability.
Invoice Tracker
Track, organize, and get paid faster with our easy-to-use invoice tracker. Maintain individual transaction records, upload customer invoices, and compute accurate values using formulas that track credit balance, payment received, and total outstanding value. Simplify your invoice management process for timely payments.
Order Tracking and Invoicing
Finding it hard to track an order's progress or wondering if an invoice has been raised for the completed projects? Take charge of each project, track the number of hours taken and use our built-in formula to compute it with the hourly rate & tax value. Manage invoices against each project, keep an eye on nearing payment due dates — all in one place.
Operations
IT Asset Management
Manage the lifecycle of your IT assets from acquisition to retirement. Seamlessly oversee your inventory and stay in control of your procurement process. Ensure optimal stock levels, reduce waste, and avoid unnecessary expenses. Align your technology assets for sustainable growth with the IT Asset Management template.
IT Service Request Management
From resolving technical issues to supporting your teams with their technology requirements, your IT team has much on their plate. Why burden them with the additional challenge of organizing and managing their workload? With our IT service request management template, your IT team can effortlessly handle service requests and efficiently track the progress of individual requests. Simplify the process and empower your IT team to deliver seamless service.
Purchase Order Management
From taking control of spending to managing unexpected expenses, staying in sync with your business's needs is essential. Simplify the process by streamlining new requests from your team, purchase orders, and vendor details - all in one place with our purchase order management template. Plan, coordinate, and execute purchases in the simplest way.
Facilities Management
A safe and healthy working environment is essential for productivity. Our Facilities Management template allows you to effortlessly streamline the process of recording and managing all your assets, from identifying maintenance needs to tracking repair progress. Address facility-related issues promptly and maintain complete control over every aspect of your business's facilities, ensuring a smooth and optimized facility management experience.
Contract Management
From creating and reviewing a contract to finalizing and renewing it, every step of the contract lifecycle carries significant responsibility that requires competent management. Consolidate all your contracts and facilitate cross-functional collaboration with our Contract Management template. Effortlessly manage your business's contracts and ensure seamless operations throughout the entire process.
Tender Management
Choosing a bid is not solely about who has quoted the cheapest price. If you're looking for an easy way to manage and evaluate proposals based on the criteria you've set, then you're in the right place with our Tender Management template. Take the hassle out of bid selection and ensure you choose the best-suited proposal for your needs.
Donation Management
This template is designed to streamline the planning and tracking of donations for various campaigns, particularly around high-impact seasons like Thanksgiving and the holiday season. With dedicated tables for Donations, Campaigns, and Team members, it enables efficient management of donor information, donation records, and campaign goals. The template also incorporates volunteer assignments, allowing for a well-coordinated approach to campaign execution and support.
Event Management
Event Planner
Event planning is an art that seamlessly blends creativity, precision, and a touch of magic to turn an idea into a memorable experience. Whether you're organizing an intimate birthday party or a grand corporate event, strong organizational skills and a keen eye for detail are essential for success. Tackling problems as they arise and staying composed under pressure are also key to mastering the art of event planning. To help you get started, we’ve created an easy-to-use event planner template that'll get the ball rolling.
Event Scheduling
Plan and manage events easily with Zoho Tables' Event Scheduling template. Organize sessions, speakers, and activities, and plan and track schedules to ensure everything runs on time. Perfect for conferences, workshops, or any event, it’s customizable to fit your unique needs. Simplify your event planning and keep your team aligned effortlessly!
Event To-do List
Stay on top of your event planning with Zoho Tables' Event To-Do List template. Break down tasks, assign responsibilities, and monitor progress all in one place. With categorized lists and clear deadlines, you can ensure no detail is overlooked. This customizable template is ideal for organizing events of any scale. Simplify planning and execute your event flawlessly!
Event Marketing
Promote your events more effectively with Zoho Tables' Event Marketing template. Plan campaigns, track budgets, and manage channels from a centralized location. Monitor deadlines, assign tasks, and measure campaign success with ease. Streamline your marketing efforts and drive maximum engagement with this customizable template.