Get started with AnyDB using 100+ (and growing) ready-to-use templates for your business.
From hiring and invoicing to approvals and asset tracking — there's a template for every team, every workflow and every kind of operation.
Comment
A comment to attach to any document
Task
A task to attach to any data document
Note
A note to attach to any document
Meeting Minutes
Track meeting minutes, attendees and open action items
Task List
Track tasks with subtasks
Document Approval
Manage the approval process for documents, ensuring proper review and authorization.
CRM Contact
Tracks a contact associated with a company
Company Vision
Store and manage your company vision statement
Company Mission
Store and manage your company mission statement
Company Core Values
Store and manage your company core values
Company Registration
Store registration details of a company
Company Formation
Store all information related to a company formation
Company Shareholder
Track share and options details of a company shareholder.
Company Cap Table
Track a company's equity ownership details.
Board of Directors
Manage list of Board of Directors
NPS Survey
NPS Survey form to customize and use with NPS Dashboard
NPS Dashboard
Dashboard to track NPS Surveys
Credit Memo
Issue credit memos to customers
Invoice
Simple Invoice that works with the invoice dashboard
Invoice Dashboard
A Dashboard to track invoices
Support Request
Form for Customer Support Request
Customer Churn Record
Track and analyze churned customers to understand reasons and identify action items
Passport
Stores Passport information
Purchase Order
Create and manage purchase orders
Sales Receipt
Generate Sale Receipts
Company Financial Model
Company Financial Model with income statement (Includes expenses detail model and actuals)
Company Financial Expense Detail
Financial Model Expense Detail tracks both planned and actual expenses for a given category over years
Weekly Timesheet
Simple weekly timesheet
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529 Plan Expenses Record (US)
Tracks Qualified 529 Plan Yearly Expenses for US
Employee Onboarding Checklist
Tracks the onboarding process for new employees
Employee Performance Review
Tracks performance reviews for employees
Employee Exit Interview
Store structured feedback from exit interviews with departing employees
Employee Vacation Tracker
Track Employee PTO and Vacation Balance
Employee 30 Day Check-in
Onboarding 30 day check in assessment for new employee by manager
Employee Leave Request
A form to request time off, while giving managers a simple interface to review and approve or deny requests
Job Approval Request
Request to get new job approved
W2 Form
W2 Form to report employee wages and taxes withheld for given tax year
Employee Record
Comprehensive employee record for HR management
Company Directory
A public directory of employees in a company
Job Application
Accept job applications directly and then process applicants.
Jobs Application Dashboard
Track candidate progress through hiring stages with automated counts and real-time insights, streamlining recruitment
IT Consumable Checkout
Records a checkout of a consumable asset
IT Asset Dashboard
Dashboard to track IT Assets like computers, laptops and other hardware as well as consumables like printer paper etc
IT Asset
Tracks an IT Asset
IT Asset Assignment
Track who the asset was assigned to
IT Consumable
Tracks IT assets that are consumed and need to be reordered
Security Incident Record
Track and manage security incidents to ensure timely response and resolution
Pilot Logbook
A logbook for pilots to record their flight hours and experience.
Pilot Logbook Entry
A single pilot logbook entry to track flight time and other details
Client Dashboard
A centralized view of revenue earned from client engagements across consulting, coaching, freelance, and other time-based service industries. It is designed to help service providers monitor billing, track income trends, and evaluate client or project profitability.
Client
Tracks a client across consulting, coaching, professional services and other time-based services for billing and service income
Client Engagement
Tracks a client engagement which could be consulting, coaching or services based
Vehicle
Tracks a vehicle, including identification, ownership, value
Vehicle Service Record
Tracks Vehicle Service Record
Vehicle Issue Record
Track a Vehicle Issue to completion
Vehicle Inspection Report
Vehicle Inspection Checklist
Vehicle Reminder
Reminder for a vehicle scheduled action in the future
Vehicle Fuel Log
Vehicle Fuel Log to track fuel costs
Vehicle Expense Record
Track any Vehicle Expenses
Due Diligence - Organization
Due Diligence Documents for Organization
Due Diligence - Finance and Tax
Due Diligence Documents for Company Financials
Due Diligence - Material Contracts
Due Diligence Documents for Company Contracts
Due Diligence - Proprietary Rights Matters
Due Diligence Documents for Proprietary Rights
Due Diligence - Legal and Litigations
Due Diligence Documents for Legal Matters of the Company
Due Diligence - Employees and HR
Due Diligence for HR Operations
Due Diligence - Company Insurance
Due Diligence for Company Insurance Documents
Due Diligence - Organization Data Security
Due Diligence Documents for Org Data Security
Due Diligence - Sales and Marketing
Due Diligence Documents Related to Company Sales and Marketing
Due Diligence - Corporate Records
Due Diligence for Compnanies Corporate Records
Due Diligence - Product and Service Strategy
Due Diligence of Software Product Strategy
Due Diligence - Software Architecture
Due Diligence - Software Architecture
Due Diligence - Product Development
Due Diligence for Product Development
Due Diligence - Organization and Headcount
Due Diligence of Dev Organization
Due Diligence - Infrastructure and Operations
Due Diligence for Infrastructure and Operations
Due Diligence - Customer Support
Due Diligence for Customer Support Processes
Due Diligence - Professional Services
Due diligence of Professional Services
Due Diligence - IT Security
Due Diligence of IT Security
Mortgage Payment Calculator
A mortgage calculator to estimate your monthly mortgage payments
Work Order
Track work orders for maintenance, repairs, or other tasks
Service Price Calculator
Template to calculate service prices, including labor costs, materials, expenses, profit, and taxes
Software Release Approval
Approval for Software Release from various teams
Due Diligence Dashboard
Dashboard to Track Due Diligence Documents
Legal Discovery Request
Track and manage discovery requests throughout the litigation process
OKR Dashboard
OKR Dashboard
OKR Objective
OKR Objective
OKR Key Result
OKR Key Result
Weekly Status Report
A weekly status report to share with a team
SIPOC
Map out processes at a high level.
PDCA
Understand, define problems clearly and continuously improve.
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Bill of Materials (BOM)
List component parts of a particular product to be manufactured.
5W2H Action Plan
Tracks simple projects with seven questions: What, Why, Where, When, Who, How, and How Much.
Weekly Shift Planner
Simple team weekly shift planner
PR Approval
Approval process for PR materials, ensuring consistent messaging and brand alignment.
Email Subscription Form
Collect and manage user subscriptions by capturing their name and email
Workplace Inspection Checklist
A general workplace safety inspection checklist
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Standard Operating Procedure (SOP)
Create and manage Standard Operating Procedures (SOP)
AI Prompt
Store and manage your AI prompts for easy access and reuse
Eye Glasses Prescription
Record for Eye glasses prescription
Recipe
Recipe to document and share dishes
SWOT Analysis
A Simple SWOT Analysis Template
Project Update
Project Update linked to a project to update the current status and executive summary
Project Issues
List of issues connected to a Project
Project Risks
Tracks Project Risks and can be connected to a project
Project
Tracks a Project, including Risks, Issues and Schedule
Project Schedule
Tracks Project Work Breakdown Structure (WBS)
Projects Dashboard
Overview of multiple Project status presented in a list
CRM Dashboard
Tracks a CRM Sales Pipeline including New Business, Expansion Business, Open Deals, Overall Revenue, and Unpaid Invoice Amounts.
CRM Invoice
Invoices for a compamy in AnyDB CRM Dashboard
CRM Deal
Tracks a CRM Deal or Opportunity
CRM Company
Tracks a company as part of a CRM function
CRM Log
Tracks all customer interactions, including calls, emails, and texts
Product Price Calculator
Template to calculate product prices, including costs, taxes, and profit margins