Employee onboarding checklist
Coordinate HR, managers, IT and new-hire tasks.
Guides and Templates
Practical resources for growing businesses
Use checklists, planners and templates to improve operations, finance, sales, HR and marketing processes.
Available now
Print-friendly guides you can use immediately or save as PDF from your browser. Works with Taskploy or any stack.
Expense approval template
Standardize request fields, approval thresholds and decision history.
Open guide →Invoice checklist
Keep quotations, invoices, due dates and payment records organized.
Open guide →Sales pipeline guide
Define stages, ownership and weekly review habits for small teams.
Open guide →Small-business operations audit
Identify tool sprawl and prioritize which workflows to connect first.
Open guide →Coming soon
Additional templates for HR, projects and marketing are in preparation.
Project kickoff template
Align goals, milestones, owners and customer context.
Leave policy checklist
Clarify leave types, balances, approvals and coverage.
Marketing campaign planner
Plan channels, segments, messaging and measurement.
Customer follow-up templates
Consistent reminders after quotes, meetings and service completion.
Put a better process to work
Start free with Taskploy or talk to sales about your team’s workflow.