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...
Risk Register
Track project risks from identification to mitigation with owners, impact, likelihood, and status for oversight...
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...
Roadmap
Plan and deliver projects in one place. Track tasks and milestones, link client details, and see progress ...
Roadmap Risk Management Strategy
Plan projects in one place: track tasks and milestones, assign resources, manage risks, budgets, and progress...
RACI Matrix
Assign clear roles and responsibilities with a RACI Matrix template to streamline accountability and teamwork
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.
Retrospectives
Run smarter retrospectives with Gridfox: capture wins, issues, and action items, assign owners, track progress…
Project Intake & Prioritisation
Capture ideas, score with RICE and WSJF, and triage to approvals, prioritise projects fast with comparable data
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