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Product Management

Organize and plan your activities throughout the product development lifecycle. From product launch plans to bug trackers, we've got a template that fits your needs.

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 & Bug Tracker 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.

Marketing

Streamline blogs, social media calendars, campaign planning, and more. Enhance collaboration for marketing teams, ensuring a cohesive brand message. Use our customizables templates, the way you need so that you can focus on what's important.

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

Every business needs a social media presence. However, managing it effectively is challenging. From audience engagement to keeping up with trends and handling crises, social media teams must be prompt, creative, and meticulously organized. A social media calendar is indispensable, and here we offer one that's intuitive, efficient, and customizable to your needs.

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 the features to manage events with ease. Empower your team to handle every aspect of your events seamlessly.

Competitive Analysis

Staying on top of what your competitors have to offer plays a significant role in helping your brand grow. Analyse your competitors' highlights and shortcomings, key selling points, and their ways of marketing and manage your competition with the Competitor Analysis template.

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

No matter your role or industry, meetings are an essential part of your work. But let's be honest—handling numerous meetings each month and tracking each discussion can be daunting. Imagine if you could effortlessly streamline this process! Our free meeting minutes template is here to revolutionize how you manage your meetings. Get ready to transform your workflow and make meeting documentation a breeze!

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.

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.

Finance

Simplify financial management by providing structured frameworks for budgeting, invoice tracking, balance sheets, and more. Use a more strategic and structured approach to fiscal responsibilities.

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

Managing invoices is crucial for any business, and keeping them organized can be challenging. Our free invoice tracker template simplifies the entire invoicing process, allowing you to track all your invoices in one convenient place—no need to switch between multiple applications. With this template, you can streamline invoice management and help ensure timely payments with ease.

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.

HR Management

Speed up your HR processes. Foster an organized, transparent workplace with a standardized framework for employee onboarding, performance reviews, and training programs.

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

Boost efficiency and achieve sales targets with a customizable process for sales plans, CRM, account management, and more. Save time by focusing on building relationships and closing deals.

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!

Project Management

Maximize efficiency with a customizable template that simplifies planning, tracking, and execution of projects for better resource allocation and successful project outcomes.

Project Tracker

Effective project tracking is essential for teams to stay organized, meet deadlines, and achieve goals efficiently. Without a proper system, managing a project—tasks, resources, and timelines—can become overwhelming and cause delays. But a well-structured project tracker can help streamline your workflows and maintain clear visibility on progress.

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

Maintain consistency in personal activities and routines, and enhance personal productivity, planning, goal-setting, and time management—be it for household chores, car hunting, or to split and track your expenses.

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 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.

Gift Planner

The Gift Planner 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.

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.

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.

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.

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.

Operations

Ensure a smooth and efficient business operational cycle by minimizing errors and fostering a standardized approach to tasks. Whether it's contract, asset, or facilities management, enhance your resource optimization more effectively.

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 Template

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.

Event Management

Effortlessly organize, plan, and track every detail of your events with our customizable templates. From scheduling to budgeting, streamline your event workflows with ease.

Event Planner

Event Planner 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 Planner. To help you get started, we’ve created an easy-to-use event planner template that'll get the ball rolling.

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Frequently Asked Questions

What type of templates are available in Zoho Tables?

Zoho Tables offers various templates for different use cases, including project management, CRM, inventory tracking, and more. Explore the template gallery to find options that match your requirements.

Can I customize existing templates in Zoho Tables?

Yes, Zoho Tables allows customization of templates. After importing a template, you can modify field names, format it, and add or remove fields to suit your specific needs.

Can I share Zoho Tables templates with my team?

Yes, you can share templates with team members. After creating or customizing a template, use the Share option in Zoho Tables to grant access to specific individuals or the entire team.

What should I do if I encounter issues with template imports?

If you face difficulties adding templates, check for any error messages during the import process. For troubleshooting, contact us via support@zohotables.com.

How can I track changes made using a template in Zoho Tables?

Zoho Tables keeps a record of changes made to your data. Use the Activity Log feature to track modifications, ensuring transparency and accountability in your workflow.

Are Zoho Tables templates mobile-friendly?

Yes, with the Zoho Tables Android and iOS native mobile apps, you can view all the data created in the web app with an intuitive UI optimized for mobile users. Swipe through screens to swiftly create new tables, records, and fields in seconds. Extract data via images, use voice notes on records, customize the configured gallery cards, and more—all from the mobile app.

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