Templates
27 ready-made sheets in 6 groups. Pick one when you create a sheet, or start here.
Construction
Construction scheduleFrom permits to handover: phases, inspections as milestones, trades in sequence and the critical path.
RFI logRequests for information: who asked, who answers, when it's due and whether it affects cost or schedule.
Submittal logShop drawings, product data and samples: what's been sent for review and what's approved.
Change order logEvery change to scope, cost and time, who asked for it and whether it's approved.
Punch listItems to fix before handover, by location and trade. Comes with a form for site walks (attach photos to rows).
Daily site reportOne row per day: weather, crew, work done, delays and deliveries. Comes with a form for the site lead.
Facilities & property
Maintenance requestsRequests come in through a form anyone can use; assign, prioritise and track them to done.
Preventive maintenance scheduleRecurring checks for each asset, when they were last done and what's coming due.
Asset registerEquipment and fixtures: where they are, serial numbers, warranty dates and condition.
Vendor and contractor listWho you call for what, their contact details and when their contract or insurance runs out.
Marketing & creative agencies
Campaign planBrief to launch to report on a Gantt chart, with client approvals as milestones.
Content calendarPosts, emails and articles by channel and publish date, from idea to published.
Client requestsWork requests from clients through a form, with type, due date, owner and hours.
Approvals logEach deliverable and version sent to the client, and who approved it when.
Events
Event planVenue, vendors, marketing and event week on a Gantt chart counting down to the day.
Run of showThe event day minute by minute: what happens, where, and who's responsible.
Event budgetEstimated against actual costs by category, with totals and the difference worked out for you.
Vendor trackerQuotes, deposits and balances for every supplier, with contact details.
RegistrationsGuests sign up through a form; track ticket types, dietary needs and check-in on the day.
IT & software
IT project / system rolloutRequirements to go-live and hypercare on a Gantt chart: design, build, testing, user acceptance and cutover.
RAID logRisks, assumptions, issues and dependencies with owner, impact, likelihood, RAG status and the next review.
Bug / issue trackerSeverity, steps to reproduce, owner and status for every bug. Comes with a form so anyone can report one.
Change request logIT changes for approval: type, risk, systems affected, the approval decision, scheduled window and rollback plan.
Go-live / cutover runbookLaunch night step by step: planned times, owners, how to check each step, the go / no-go call and the rollback.
Test planTest cases tied to requirements, with steps, expected result, tester and pass or fail.
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