Small Business templates
Beyond the Blueprint: Start with a Template, Unlock Limitless Customisation

Project Planner
Perfect for start-ups and freelancers, through to large-scale enterprises managing hundreds of pr...

Stock Control
This Stock Control template is perfect for tracking all of your product orders and sales. Whether...

Organisation Chart
As your company starts to grow, maintaining that sense of a small and unified team can be challen...

Employee Training
Whether you have new employees starting or want to measure the development of current staff, this...

Accidents at Work
Despite our best efforts to prevent them, accidents in the workplace still happen. This super sim...

Return to Work
This template enables you to efficiently track incidents of leave and identify patterns across re...

Team Meeting
Ever feel like your meetings’ actions go incomplete? Employees forgot what they had committed to?...

Staff Departures
This simple template allows you to track employee departures and evaluate the statistics via a nu...

Appraisal Manager
Manage the entire appraisal process with this useful template. Built with two tables of data, you...

Customer Testimonials
This Customer Testimonials template gives you an easy and efficient way of managing testimonials ...


Project Management Office
Bring clarity and control to your entire project portfolio with this ready-to-use Project Management Office (PMO) template. Designed for teams overseeing multiple initiatives...


Compliance Checklist
Stay ahead of audits, inspections, and internal policies with this easy-to-use Compliance Checklist template. Whether you're managing GDPR requirements, health and safety protocols...


Issue & Bug Tracker
Issue & Bug Tracker: Capture, prioritise and resolve bugs with priority, severity and comments—in one place…


Daily Standups & Actions
Run focused daily standups: capture updates, blockers, and next actions, assign owners, and track progress.
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