Tools and Templates
These are templates to use in the program Airtable that we have made to serve different needs. We are happy to help set up automations, reporting, and to help customize the different tools to work best with your workflow!
Client Database
Use this template to track your clients or customers. Modify to fit your needs - tracking for businesses, students, program clients, and much more.
Includes linked locations and people.
Department Inventory
Use this template to start tracking your department's inventory. Easy to enter information and linked tables makes tracking your inventory by room or by employee a breeze.
There is also an attachment column to add pictures, instruction manuals, or other necessary items.
Program Survey
Use this template to get feedback from your program participants, staff, or clients.
Airtable is free and it is easy to embed the form onto your website!
Fuel Receipts
Use this template to track your fuel receipts.
Includes a simple and effective entry form and attachment column to make sure you don't ever lose your receipts!
Document Tracker
Use this template to track reports or documents. Can be used for internal or external reports.
Also has a linked list of "Authors" to connect different types of documents. Can also be used to track personal reading or development
Legislative History
Use this template to track your Community or Organization's meeting history. Easy to track categories based on Robert's Rules of Order.
Includes linked Topical and Presenter lookups for easy historical research!
