<h2>Project tracker with clients&#39; info</h2>

The &quot;Project tracker with clients&#39; info&quot; template is a comprehensive project management solution that is designed to assist businesses of all sizes in organizing and tracking their projects.

<h3>Who is it for?</h3>

This template is ideal for startups, small businesses, product and project managers, freelancers, and consulting firms who struggle to manage multiple projects with various deadlines and stakeholders.

This template provides users with an easy-to-use interface that allows them to keep track of all project-related activities, including tasks, subtasks, deadlines, and project budgets.

Additionally, this template allows users to manage client information and other project-related data in one centralized location, making it easy to access and share with stakeholders.

Here are some of the features and benefits of using the &quot;Project tracker with clients&#39; info&quot; template:

<ol>
	<li>
	Task Management: This template provides users with a comprehensive task management solution that enables them to organize and track their project-related activities. Users can create, assign, and prioritize tasks, set deadlines, and receive notifications when tasks are due.
	</li>
	<li>
	Real-time Collaboration: The template facilitates real-time collaboration between team members, allowing them to share updates, comments, and files related to project activities. This feature ensures that all team members are on the same page and can work together seamlessly.
	</li>
	<li>
	Client Information Management: With this template, users can store and manage client information in one centralized location. This feature makes it easy to access and share client-related data with stakeholders, ensuring that everyone is up-to-date with the latest information.
	</li>
	<li>
	Project Budget Tracking: The template enables users to set and track project budgets, ensuring that they stay within budget constraints. This feature is particularly useful for businesses that need to closely monitor their expenses.
	</li>
</ol>

In summary, the &quot;Project tracker with clients&#39; info&quot; template is a versatile project management solution that is ideal for businesses of all sizes.

With its comprehensive task management features, real-time collaboration capabilities, client information management, and project budget tracking, this template makes project management easier and more efficient.

And all the data is editable and you can customize the view of each menu as you want to look.

Learn more about<a href="https://www.formaloo.com/en/formaloo-for-remote-working/" style="text-decoration:none"> how to manage your remote team in one place</a>.&nbsp;

<h3>Features used in this template:</h3>

- Form view 
- Charts 
- Filtered tables 
- Lookup field&nbsp;

Visualize and analyze your data through custom dashboards in the way that works best for your team. From charts and graphs to Kanban boards, track project progress and stay on top of team tasks.

With our powerful no-code app builder, you can easily create apps to collect data from your team or customers. And with our advanced analytics and reporting tools, you can analyze that data to gain valuable insights into your business.

By managing the access levels, you can ensure it is a safe space that keeps your data private and secure. That is why Formaloo provides a login &amp; sign-up feature to switch your app to a<a href="https://www.formaloo.com/en/5-steps-to-add-login-and-sign-up-to-your-no-code-app/" style="text-decoration:none"> membership-only portal</a>.

Also, access management allows your team to access pertinent data, enabling them to effectively accomplish their work.

You can also add surveys to gather customer feedback, conduct market research, improve product development, and enhance customer engagement with interactive forms and<a href="https://www.formaloo.com/en/survey-maker/" style="text-decoration:none"> surveys</a>.

Formaloo also makes collaboration easy, with features like team permissions and real-time collaboration tools.

Whether you&#39;re working with a small team or a large organization, Formaloo has everything you need to stay organized and productive.

Learn more about<a href="https://www.formaloo.com/en/how-to-create-a-web-app-without-any-code/" style="text-decoration:none"> how to create a web app without any code</a>.

So if you&#39;re looking for a powerful and flexible platform to help you grow your business or improve your team&#39;s productivity, look no further than Formaloo.<a href="https://id.formaloo.com/profiles/signup/" style="text-decoration:none"> Sign up for free</a> today and start creating custom apps that work for you.

&nbsp;

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Project Tracker with Clients Info

Template Board

<h2>Welcome to the Project Tracker App Template!</h2>

The project tracker app helps you measure and keep track of your projects, tasks, and team members.

Track the progress of your team as they execute tasks and use resources. It&#39;s essential for keeping projects on schedule and within their budgets.

Pick this template and edit it based on your requirements. You can always edit the formaloos on your app folder as your business requirements change.

<h3>Who is it for?</h3>

- Businesses 
- Entrepreneurs 
- Freelancers 
- Team managers

You can use this Formaloo project-tracker template to:

<ul>
	<li>Categorize.&nbsp;How does each task ladder up to your goals, OKRs, and stakeholders? With Formaloo&#39;s fields, you can assign each task a category, tag specific collaborators, and even link records to multiple projects.</li>
	<li>Organize.&nbsp;Big projects can become big headaches. That is unless your project planning is well-organized. With this template, you can organize your projects, tasks, and the team members dedicated to each.</li>
	<li>Prioritize.&nbsp;You can easily assign due dates for deliverables, estimate time commitments, plan sprints, and more for each project.</li>
</ul>

We&#39;ve preloaded this App with a couple of formaloo blocks to help you make the most out of your agency talents and projects. You can delete the data of each formaloo by opening its &quot;Responses&quot; tab.

Here are some of the features and benefits of using the &quot;Project Tracker&quot; template:

<ol>
	<li style="list-style-type:decimal">Task Management: This template provides users with a comprehensive task management solution that enables them to organize and track their project-related activities. Users can create, assign, and prioritize tasks, set deadlines, and receive notifications when tasks are due.</li>
	<li style="list-style-type:decimal">Real-time Collaboration: The template facilitates real-time collaboration between team members, allowing them to share updates, comments, and files related to project activities. This feature ensures that all team members are on the same page and can work together seamlessly.</li>
	<li style="list-style-type:decimal">Client Information Management: This template allows users to store and manage client information in one centralized location. This feature makes it easy to access and share client-related data with stakeholders, ensuring that everyone is up-to-date with the latest information.</li>
	<li style="list-style-type:decimal">Project Budget Tracking: The template enables users to set and track project budgets, ensuring that they stay within budget constraints. This feature is particularly useful for businesses that need to closely monitor their expenses.</li>
</ol>

In summary, the &quot;Project Tracker&quot; template is a versatile project management solution that is ideal for businesses of all sizes.

This template makes project management easier and more efficient with its comprehensive task management features, real-time collaboration capabilities, client information management, and project budget tracking.

And all the data is editable and you can customize the view of each menu as you want to look.

Learn more about<a href="https://www.formaloo.com/en/formaloo-for-remote-working/" style="text-decoration:none"> how to manage your remote team in one place</a>.&nbsp;

<h3>Features used in this template:</h3>

- Filtered tables 
- Kanban board 
- Lookup field 
- Grid view

Visualize and analyze your data through custom dashboards in the way that works best for your team. From charts and graphs to Kanban boards, track project progress and stay on top of team tasks.

With our powerful no-code app builder, you can easily create apps to collect data from your team or customers. And with our advanced analytics and reporting tools, you can analyze that data to gain valuable insights into your business.

By managing the access levels, you can ensure it is a safe space that keeps your data private and secure. That is why Formaloo provides a login &amp; sign-up feature to switch your app to a<a href="https://www.formaloo.com/en/5-steps-to-add-login-and-sign-up-to-your-no-code-app/" style="text-decoration:none"> membership-only portal</a>.

Access management allows your team to access pertinent data, enabling them to effectively accomplish their work.

You can also add surveys to gather customer feedback, conduct market research, improve product development, and enhance customer engagement with interactive forms and<a href="https://www.formaloo.com/en/survey-maker/" style="text-decoration:none"> surveys</a>.

Formaloo makes collaboration easy, with features like team permissions and real-time collaboration tools.

Whether you&#39;re working with a small team or a large organization, Formaloo has everything you need to stay organized and productive.

Learn more about<a href="https://www.formaloo.com/en/how-to-create-a-web-app-without-any-code/" style="text-decoration:none"> how to create a web app without any code</a>.

So if you&#39;re looking for a powerful and flexible platform to help you grow your business or improve your team&#39;s productivity, look no further than Formaloo.<a href="https://id.formaloo.com/profiles/signup/" style="text-decoration:none"> Sign up for free</a> today and start creating custom apps that work for you.

&nbsp;

Project Tracker

<h2>Welcome to the Productive task management app!</h2>

The &quot;Productive task management app&quot; is a powerful tool that enables users to manage their daily tasks, projects, and reference materials in an organized and efficient manner.

<h3>Who is this template for?</h3>

This app is perfect for individuals who need help with managing their workload and staying on top of their to-do lists.

<h3>Features used in this template</h3>

<ul>
	<li>Dropdown field</li>
	<li>Look up field</li>
	<li>Single-choice question</li>
	<li>Multi-choice question</li>
	<li>logic</li>
	<li>Section field</li>
</ul>

The &ldquo;Design&rdquo; tab of your form&rsquo;s editor page gives you lots of opportunities to customize your form&rsquo;s design. For example, you can change font and color, add background images, add your logo, or even customize the text on the buttons and messages.

Watch this video to see&nbsp;<a href="https://www.youtube.com/watch?v=sibb19dQ7qA">how to customize your form to the next level</a>.

Use the <a href="https://www.formaloo.com/en/how-to-use-formaloo-logic/">logic</a> in the &quot;Capture &amp; collect&quot; form and the &quot;Master actions list&quot; form to continue answering based on the user&#39;s&nbsp;answers.&nbsp;

<h3>Modules</h3>

<ul>
	<li>Capture &amp; collect form</li>
	<li>Master actions list form</li>
	<li>Project list form</li>
	<li>Productive task management app app</li>
</ul>

Edit and customize these modules,&nbsp;from sleek and modern designs to classic and timeless layouts.

There are different types of questions and&nbsp;fields on each form. You can customize them, embed them on your website or send their URL to the users to gather data from them.

<h3>Here are the main uses and&nbsp;benefits of the &quot;Productive task management app&quot;:</h3>

<ol>
	<li>
	Capture &amp; Collect: The first step in using this app is to capture and collect all ideas, meeting notes, conversations, files, and actions using the &quot;Capture &amp; Collect&quot; form. This feature ensures that all important information is collected in one place for easy reference.
	</li>
	<li>
	Organize: The next step is to organize all the collected information by prioritizing the actions in the &quot;Master actions list&quot; and updating the status for each action. Additionally, users can use the daily and weekly checklists to organize their tasks for the week and the day.
	</li>
	<li>
	Follow-Up: The &quot;Waiting list&quot; feature allows users to keep track of tasks that are pending and need follow-up. This feature is particularly useful for tasks that require input from other stakeholders.
	</li>
	<li>
	Review: In the final step, users can go through their &quot;Master actions list&quot; and pick the most important/urgent tasks to update their list name. This way, they&#39;ll show up in their weekly and daily checklists. This feature helps users prioritize their tasks based on urgency and importance.
	</li>
	<li>
	Centralized Location: This app enables users to store and manage all their project-related information in one centralized location, making it easy to access and share with stakeholders.
	</li>
</ol>

In summary, the &quot;Productive task management app&quot; is a comprehensive tool that helps users manage their tasks and projects in an organized and efficient manner.

With its &quot;Capture &amp; collect,&quot; &quot;Organize,&quot; &quot;Follow-Up,&quot; and &quot;Review&quot; features, this app is ideal for individuals who need help with managing their workload and staying on top of their to-do list.

This method was built from the model created by Graham Allcott in the book &quot;<a href="https://www.amazon.co.uk/How-Be-Productivity-Ninja-Achieve/dp/178578028X" style="font-family: inherit; min-height: 0px; min-width: 0px; box-sizing: inherit; text-decoration: none; color: rgb(53, 152, 219);">How to be a productivity ninja</a>&quot;. Make sure to read it to make the most out of this app. Then customize this app to meet your unique lifestyle and workstyle needs.

And all the data is editable and you can customize the view of each menu as you want to look.

Learn more about<a href="https://www.formaloo.com/en/formaloo-for-remote-working/" style="text-decoration:none"> how to manage your remote team in one place</a>.&nbsp;

Visualize and analyze your data through custom dashboards in the way that works best for your team. From charts and graphs to kanban boards, track project progress and stay on top of team tasks.

With our powerful no-code app builder, you can easily create apps to collect data from your team or customers. And with our advanced analytics and reporting tools, you can analyze that data to gain valuable insights into your business.

By managing the access levels, you can ensure it is a safe space that keeps your data private and secure. That is why Formaloo provides a login &amp; sign-up feature to switch your app to a<a href="https://www.formaloo.com/en/5-steps-to-add-login-and-sign-up-to-your-no-code-app/" style="text-decoration:none"> membership-only portal</a>.

Also, access management allows your team to access pertinent data, enabling them to effectively accomplish their work.

You can also add surveys to gather customer feedback, conduct market research, improve product development, and enhance customer engagement with interactive forms and<a href="https://www.formaloo.com/en/survey-maker/" style="text-decoration:none"> surveys</a>.

Formaloo also makes collaboration easy, with features like team permissions and real-time collaboration tools.

Whether you&#39;re working with a small team or a large organization, Formaloo has everything you need to stay organized and productive.

Learn more about<a href="https://www.formaloo.com/en/how-to-create-a-web-app-without-any-code/" style="text-decoration:none"> how to create a web app without any code</a>.

So if you&#39;re looking for a powerful and flexible platform to help you grow your business or improve your team&#39;s productivity, look no further than Formaloo.<a href="https://id.formaloo.com/profiles/signup/" style="text-decoration:none"> Sign up for free</a> today and start creating custom apps that work for you.

&nbsp;

Productive task management app

<h2>Welcome to the customizable no-code CRM app!</h2>

 
This app helps you manage your customer relationships more efficiently and effectively. 
Whether you&#39;re a small business owner or a busy salesperson, this CRM can help you:

<ul>
	<li>Keep track of your customer interactions</li>
	<li>Organize your leads and contacts</li>
	<li>Streamline your sales processes</li>
</ul>

<h3>Who is it for?&nbsp;</h3>

- Business owners 
- Entrepreneurs 
- Team leaders 
- Freelancers

 
This app has two main menus, one to show the data in tables and Kanban boards and one to show the advanced charts that give you extra insights into your deals and how they improve. 
Use this CRM template and customize it for your business requirements easily. You will have a copy in your dashboard when you edit this template.

<h3>Features used in this template:&nbsp;</h3>

- Charts 
- Tables 
- Kanban boards

 
This CRM was built without coding, and you can easily customize it.

 
1. Start with editing the formaloo and adding the fields you want to collect from your customer. 
2. Edit the app and customize the views. For example, add fields or new pages that display your CRM deals data. 
You can also add more formaloos and use the Lookup field to look up the data of another formaloo in your deals table. 
This template is easy-to-use, leaving you room for maximum customizations. It provides customizable features, and you can tailor the app to your unique business needs. So customize it now and start seeing results in no time!

&nbsp;

Your CRM

<h2>Increase employee engagement using this survey</h2>

An employee engagement survey template is a tool made to assist businesses in getting opinions and insights from staff members on many aspects of the employee experience, including leadership, communication, and job satisfaction.

This kind of survey often consists of a number of questions that are intended to measure employee engagement levels, pinpoint areas that need development, and assess how well the organization&#39;s culture is doing overall.

<h3>Who is it for?</h3>

Small enterprises, nonprofits, governmental organizations, and huge corporations can all use the employee engagement survey form to learn more about the wants and opinions of their staff members. It can be given to all employees or to select teams, such as new hires, people in particular jobs,&nbsp;or departments.

You can start with this template and customize it to your needs. Add questions and rating scales that are relevant to your company. You can make it more personalized by adding <a href="https://www.formaloo.com/en/how-to-use-formaloo-logic/">conditional logic</a> to some of your questions. This way, only relevant questions are shown to each employee.&nbsp;

The &ldquo;Design&rdquo; tab of your form&rsquo;s editor page gives you lots of opportunities to customize your form&rsquo;s design. For example, you can change font and color, add background images, add your logo, or even customize the text on the buttons and messages.

Watch this video to see&nbsp;<a href="https://www.youtube.com/watch?v=sibb19dQ7qA" rel="noopener" target="_blank">how to customize your form to the next level</a>.

You can add&nbsp;<a href="https://www.formaloo.com/en/how-to-pass-field-value-to-another-field-using-answer-piping/" rel="noopener" target="_blank">answer piping</a>&nbsp;to make your questionnaire more interactive and personalized.&nbsp;Then,&nbsp;<a href="https://youtu.be/XMvnZw_X2j4" rel="noopener" target="_blank">get notified</a>&nbsp;and&nbsp;receive an email every time the form gets a new response.

<h3>Features used in this template:&nbsp;</h3>

- NPS 
- CSAT 
- Open-ended questions 
- Multi-step form

To make the most out of your data, create tables and charts. Keep track of your employee engagement status, create Kanban boards or show them in a gallery view.&nbsp;

Learn more about <a href="https://www.formaloo.com/en/how-to-build-web-applications-without-coding/">how to create a web application</a>.&nbsp;

When you&rsquo;re ready to publish your form, you can add it to your website as an&nbsp;iframe,&nbsp;script,&nbsp;widget, or&nbsp;chatbot. Or send the form URL directly to users.

<h5>Please answer the questions below on a scale of 0 (Strongly Disagree) to 10 (Strongly Agree)</h5>

Employee engagement survey

<h2>Take the first step into validation of your startup idea using this Lean Canvas template</h2>

A Lean Canvas Template is a tool designed to help entrepreneurs and startups create a lean business plan that outlines the key elements of their business idea.

The Lean Canvas Template is based on the Lean Startup methodology, which emphasizes creating a flexible and adaptable business plan that can evolve over time based on customer feedback and market changes.

The Lean Canvas Template typically includes sections for defining the company&#39;s value proposition, target customer segments, key metrics, and channels for reaching customers.

It also includes sections for identifying key partners, resources, and activities needed to deliver the product or service, as well as potential revenue streams and cost structure.

Our template has also an educational purpose which is why we included many section fields to explain the process and give examples of successful businesses.&nbsp;

<h3>Who is it for?</h3>

- Startups 
- Entrepreneurs 
- Business students 
- Incubators and accelerators

Starting with this template, you can change it to suit your requirements. To make it more interactive, include more sections that are pertinent to your audience and develop quick tests and surveys. You can also include <a href="https://www.formaloo.com/en/how-to-use-formaloo-logic/">conditional logic</a> and calculate the users&#39; scores after submitting the quizzes.&nbsp;

To guarantee that the app is consistent with your corporate identity, you can brand it with your company&#39;s <a href="https://www.formaloo.com/en/custom-domain/">domain</a>, logo, colors, and fonts.

<h3>Features used in this template:&nbsp;</h3>

- Multi-step form 
- Section fields 
- Long text fields&nbsp;

You can turn this template into an educational app and add more courses to it. You can also share <a href="https://www.formaloo.com/en/how-to-create-an-online-quiz-with-auto-grading-and-answer-sheets/">quizzes</a> and <a href="https://www.formaloo.com/en/online-survey-maker/">surveys</a> with your users to gather feedback or to check their progress.&nbsp;

Most startups start with an exciting idea, but the problem is we don't know that our idea works or not. The Lean Canvas job is to show you if your idea and business make sense or not (at least on paper). This is the first step of idea validation.
The Lean Canvas tool asks you vital questions to help you form a real business case for your grand vision. This guide will lead you through these sections as you launch your startup.
&nbsp;

Startup pitch (educational material)

<h2>Get your customers&#39; feedback on your website and let them suggest the next products and updates</h2>

A template for a Product Feedback (Roadmap) form is a tool created to gather comments and recommendations from clients regarding a business&#39;s goods or services. The comments gathered through this form can be used to help construct a product roadmap, which explains the company&#39;s plans for enhancing and growing its goods over time.

When a consumer fills out a Product Feedback (Roadmap) form, they are often asked about their experiences with the products and services offered by the business, including their likes and dislikes, suggestions for improvement, and any pain areas they may have faced.

Additionally, the form may include questions about the customer&#39;s likelihood&nbsp;to refer others to the business&#39;s goods and services.

<h3>Who is it for?</h3>

The Product Feedback (Roadmap) form template is typically used by companies and organizations of all sizes, across various industries. It is intended for companies that offer products or services to their customers and are looking to improve and expand their offerings over time.

The &ldquo;Design&rdquo; tab of your form&rsquo;s editor page gives you lots of opportunities to customize your form&rsquo;s design. For example, you can change font and color, add background images, add your logo, or even customize the text on the buttons and messages.

Watch this video to see&nbsp;<a href="https://www.youtube.com/watch?v=sibb19dQ7qA" rel="noopener" target="_blank">how to customize your form to the next level</a>.

You can create tables, charts, and boards from the data you collected and collaborate with your team to decide together which features suggested should be prioritized.&nbsp;<a href="https://www.formaloo.com/en/how-to-manage-your-teams-access-to-your-folders-and-forms/" rel="noopener" target="_blank">Manage your team access levels</a>&nbsp;depending on their roles and use the presentation mode to display the data in your meetings.&nbsp;

<h3>Features used in this template:</h3>

- Multi-step form&nbsp; 
- NPS 
- Multi-choice fields&nbsp; 
- Matrix&nbsp;

When you&rsquo;re ready to publish your form, you can add it to your website as an&nbsp;iframe,&nbsp;script,&nbsp;widget, or&nbsp;chatbot. Or send the form URL directly to users.

US dollars

Help us to make Formaloo better every day!

Website feedback (Roadmap)

<h2>Make your standup daily meetings more fun!</h2>

A Standup Daily Meeting form template is a tool designed to facilitate efficient daily check-ins among team members. The purpose of the Standup Daily Meeting is to keep everyone on the same page about the progress of ongoing projects, identify any roadblocks or issues that need to be addressed, and ensure that everyone is aligned on priorities for the day.

The Standup Daily Meeting form typically includes questions related to each team member&#39;s progress on their assigned tasks, any challenges they are facing, and what their priorities are for the day.

The questions may also cover topics such as upcoming deadlines, feedback on the progress of other team members, and any relevant updates or announcements.

<h3>Who is it for?</h3>

The Standup Daily Meeting form template is typically used by teams and organizations across various industries, including software development, project management, and marketing.

The &ldquo;Design&rdquo; tab of your form&rsquo;s editor page gives you lots of opportunities to customize your form&rsquo;s design. For example, you can change font and color, add background images, add your logo, or even customize the text on the buttons and messages.

Add more relevant questions for your team and add <a href="https://www.formaloo.com/en/how-to-use-formaloo-logic/">conditional logic</a> to change the form&#39;s path depending on the team or the project.&nbsp;

You can also&nbsp;<a href="https://youtu.be/XMvnZw_X2j4" rel="noopener" target="_blank">get notified</a>&nbsp;and&nbsp;receive an email every time the form gets a new response.

<h3>Features used in this template:</h3>

- Multi-step form 
- Long text fields

You can create a Kanban board out of this form data so you can keep track of your tasks progress. Add an admin-only field to write the status of each submitted task and drag it through your pipeline.&nbsp;

You can create an app and give specific&nbsp;<a href="https://www.formaloo.com/en/how-to-manage-your-teams-access-to-your-folders-and-forms/">access</a> to your team depending on their roles.

&nbsp;

Instead of boring meetings, just fill out this form in seconds!

Project Management