To keep things easy and efficient for you, we’ve provided helpful templates for all your different needs—from marketing plans to HR tracking. The templates are completely customizable and can be used to organize all your projects, meetings, goals, strategies, and more.

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Project Planning
With this template, you can strategize your project and figure out its scope and milestones. Lay out the most important information for your work so you can carry out your plans easily.
Team Planner
When working in a group, it's important that everyone has a clear idea of what is happening. We've created this template so you can coordinate plans with your members.
Money-Saving Template
Saving money is a common goal for most people. Although this might seem daunting, it can be made easier with some simple planning. Use this template to make a thorough budget and track your income and expenses.
Get it Done!
Add structure to your tasks by using this template for planning your duties and responsibilities. In this template, there are tables to categorize your tasks. Organize each responsibility based on when it should be completed—whether today, during the evening, or tomorrow.
My Plans for the Week Ahead 📃
If you’ve got a busy week packed with events, deadlines, appointments, calls, and meetings, then check out this template. Fill out this weekly planner so you can organize your responsibilities.
Personal CRM
Grow your network and stay in touch with friends and family with this personal CRM template. Don’t rely on just memory to stay in touch with others. Use a concrete system for keeping up with meetings, calls, and contact information.
Creative Brief
By taking notes ahead of time, you can draft a creative brief to communicate just the right message for your brand. Use this template to guide your work and lay out the foundation for your ideas.
Project Tasks and Schedules
To manage your schedule and stay on top of deadlines, try out this template which features a table for marking due dates and adding helpful attachments.
Product Wiki
Use this product wiki to document all aspects of your product. Include essential guides and procedures. Share with your team so that everyone has access to the same information. Use one document to make collaboration easy and convenient.
Blog Post Template
Blog posts can be fully created on Nimbus Note. With this template, you can lay out all parts of the post—pictures, headers, and text.
Project Organization
To make sure your endeavor goes smoothly, record your targets and lay out goals and metrics for success. Use this template to plan your work and tackle potential issues before they arise.
Campaign Management
Launching a marketing campaign can involve several different steps, from conception to execution. This campaign management template helps you plan each part of the process.
Daily to do list
When you’re faced with multiple tasks, deadlines, and responsibilities, managing everything can be overwhelming and stressful. Reduce the clutter by using this daily to-do list template. This template gives you a framework for creating a structured daily schedule.
Habit tracker
Forming new, healthy habits takes some time. Whether you want to exercise more, sleep earlier, or use your phone less, this habit tracker is perfect for keeping track of new activities or patterns. Use the table to check your habits each day of the month.
Competitor Template
To organize information about your competition, use this template. Create a profile of your competitor and list their key features, mission, and capabilities.
Usability Scale
Getting feedback for your web pages and products is essential to improving your product's user experience. Share this template with others to gain insight about how your website is used.
User Research
When conducting user research, use this template to track each step. Tag other members to keep track of progress and allow collaborating. The document can be customized to fit your needs.
Lean Canvas
Our lean canvas template was made to help you focus on your business plan. Construct a comprehensive blueprint for your business by thinking about problems, solutions, advantages, and unique value propositions.
Troubleshooting Meeting
When issues arise, the best way to find solutions is to discuss them with your team. Use this template to figure out the source of errors, and work with teammates to prevent them from happening again.
OKR Organizer
Use this practical organizer to strategize several results for one key objective. List as many measurable results for each objective and create a strategy to get things done.
Grocery list 🛒
When you go to the grocery store, it’s easy to forget which items you’re looking for. With so many products to browse, you might also end up buying unnecessary items.
Project Planning Template
To get your projects running smoothly, start with a steady plan or outline. With this template, you can track your progress, record deadlines, and explain the intended range of your work.
Design Brief
Using a design brief can help you guide your projects and organize your ideas. This template allows you to plan out your designs. Share the template with your clients so you can brainstorm together.
Brainstorming Template 🧠
Brainstorming creates a flow of ideas to solve a problem or question. With this brainstorming template, you can come up with different questions. Share the template with your team, and gather everyone's thoughts.
Monthly Mood & Productivity Tracker
If you have a lot on your plate, you might go through different moods throughout the month. Some days might be more productive than others. Tracking your feelings each month can help you keep an eye on your progress and productivity.
Today's plan
If you’ve got plenty of tasks, responsibilities, and events in one single day, it can help to use a planner to organize everything. Plan out your day so you don’t scramble to get everything done at the last minute.
Website Design Brief
This design brief template can help guide your entire website design process. By including detailed information, you can make sure you have all your bases covered before embarking on your new website designs.
Decision Log
Many different factors go into decision-making. With this decision log, document important choices and options, and share them with others.
Marketing Quarterly Planning
With this template, you can keep track of all your quarterly marketing initiatives. Use this roadmap as a blueprint for your work.
Content Marketing Management
Keep your marketing strategies efficient with this content management template. Use this template to track performance, come up with new ideas, and create the right content for your brand and audience.
2020 Annual Calendar
This annual calendar template can help you organize your whole year in a visually appealing table. Label important dates and events that you don’t want to forget.
Meeting notes template
Keep track of meetings and minutes with this easy-to-use template. Organize topics to discuss so you can easily solve problems with your team.
Project Details
With this project planning template, you can organize all your key steps in one place. Define your project and specific tasks to complete.
My Plans for the Week Ahead (Vertical)
The start of a new week can be anxiety-inducing. Thinking ahead to upcoming deadlines, tasks, and assignments can make you feel worried about what’s on your plate. That’s why we’ve included this template for mapping out your plans.
Meeting notes
This simple meeting notes template allows you to record key points in your team discussions. Use our tables to separate your information based on category.
Sales Pipeline Table
Use this table as a database for your sales pipelines. Organize all your leads in one place and include essential information about your proposed deals.
Calendar 2020 - all months
Plan out your whole year with this calendar template. Use it to remember holidays, birthdays, events, deadlines, and more. Add notes for each month, and organize your events for the whole year with ease.
New Year's Resolutions
Start the year off right by making New Year's resolutions. With this helpful template, you can list all the goals you hope to accomplish for the year.
Progress Update
Make sure your team is on the same page. Keep everyone updated on what's happening, and solve issues so your team's progress stays steady.
Brand Guidelines
Guidelines are essential to ensuring brand designs stay consistent and effective. Make sure all your creative elements are aligned by utilizing this template that we’ve included in our library just for you.
Daily Intention Tracker
This daily intention tracker can help you start your day on the right foot. Before you begin your day, fill out this template and list your goals.
Blog Editorial Calendar
Editorial calendars can help you brainstorm ideas, analyze results, and track article output. This manageable template can help you keep tabs on deadlines.
Project Poster
Create an easy-to-read project poster that outlines your plans. Share your ideas with stakeholders and sponsors and get your whole team on board with one documents. Use this template to solve problems, draw conclusions, and strategize accordingly.
Digital Asset Management
Store all your digital assets in one place with our asset management template. Whether you’re a student, designer, or entrepreneur, you can attach PDFs, audio files, videos, and images onto this template.
Menu planner
This template is perfect for planning your weekly meals. Whether you’re a student or a busy professional, this template can help you lay out your plans.
Family Budget
If you have several expenses to pay in your household, managing everything can be daunting. Budgeting and keeping track of bills can be a handful if you don’t know where to start—but don’t worry, because we’re here to help. Take a look at our family budget template to get started organizing your payments.
Project Plan Template
Planning effectively can help you work more efficiently and effectively towards your project's goals. This project planning template allows you to define your purpose and objectives.
New Employee Onboarding
Joining a new company can be overwhelming for a new hire. With this template, you can give a checklist of items for your new employee. It's an easy way to make sure they have all their tools and resources ready.
Marketing Campaign
By carefully planning a marketing campaign, you can ensure each process fits the goals of your team. With this template, you can track each step of the process to make sure you your campaign reaches your clients and customers.
Character Profile
By mapping out your character's background and traits, you can create a vivid profile and bring them to life. Stories involve complex characters with unique backstories, motivations, and personalities. We've created this template to help guide your writing.
Project Management
Include your data in this template for your next project. Organize your goals by listing benchmarks for your work.
Blog Post Tracking
Creating a blog post involves several steps and stages. To keep track of your writing, use this template, which lists writing steps.
Project Planner
Use a project planner to keep your goals organized. Record your objectives and assign duties to team members.
Daily Attention and Stamina Tracker
Throughout the day, your attention and energy might go up or down. Use this daily attention and stamina tracker to note how you're feeling.
Annual Goals
Using this template, you can define your goals for the year. These can be both personal or professional achievements.
Daily Schedule
A single day can be packed with multiple events, duties, and deadlines. It’s easy to feel overwhelmed by tasks and responsibilities, but don’t worry because we’ve added this daily schedule template to help you keep track of everything.
Marketing Persona
Make sure your marketing campaigns are personalized to your target audience by using marketing personas. We've created this easy-to-use template so you can know your customers better and address their needs.
Weekly Class Progress
With a classroom full of students, it can be hard to keep track of each one. To make sure each student is meeting their objectives, use this weekly progress template. With this template, you can review each student every week.
Sales Script
Sales calls and pitches can be daunting without prior planning or structuring. Instead of walking into a call without a plan, try out our sales script template to come up with exactly what to say.
Planning Blog Post
When writing articles, it can help to strategize goals and objectives for the post. With this template, you can note important keywords, list goals, and brainstorm ideas.
Meal planner 🍲
Planning your meals can help simplify your day. Instead of mulling over recipes and making last-minute grocery runs, use this template to lay out your plans. Include three meals for each day, and use our ready-made tables to categorize each dish’s ingredients.
Bill payments checklist
If you have several bills to pay, it’s easy to lose track as you go through the month. To avoid missing payments and suffering extra fees, check out this bill payments template. It includes a fully functional table for tracking your fees.
Expense Tracker
Budgeting is essential when it comes to managing finances. Make sure you reach your savings goals by keeping an eye on where your money is going. Try out our expense tracker template to stop losing sight of your expenses and bills.
Lesson Plan Database
As a teacher, you might have numerous files on your computer containing your lesson plan notes. With this database template, you can keep all your lesson plans organized in one place.
Tracking Objectives and Key Results
Objectives and Key Results (OKRs) help teams define benchmarks. Your team can track progress and stay updated with what's happening by using this handy template.
Simple Agenda
With this simple agenda template, you can quickly plan a meeting with your team. Tag other members to bring them up to speed. This agenda is easy to read and can be edited and customized to fit your needs.
Project retrospective
No matter what department you’re in, a retrospective can help you evaluate your projects and guide your future work. Try out this retrospective template to examine what went well and what needs improvement.
OKR by Department
Objectives and Key Results (OKRs) should be easy to read and contain steps for measurable success. This template allows you to keep track of goals within a department or team.
IT requests
IT requests can be overwhelming to manage. It’s easy to lose track of tickets and get confused over priority levels. By using a standardized system to track IT requests, you can make sure everything gets solved in an efficient and organized manner.
Weekly meetings
Weekly meetings help your team to collaborate and reflect together. Add structure to your gatherings by using our weekly meetings template.
Minimalist Weekly Planner
Our minimalist weekly planner features a clean table and to-do list so you can manage your week with ease. Lay out your tasks, responsibilities, deadlines, and events for the week.
Holidays Calendar 2020-2021 🎉
Keep track of all major holidays and celebrations with this holiday template. Make sure you never forget an important date again. Use the template to plan important events, for example Valentine’s Day dinners or Easter egg hunts.
Retrospective Template
Retrospectives can help your team or organization review projects and determine what went well and what needed improvement. This template includes a table to fill with information about actions to start or stop implementing.
Contacts Page
Store contact information for your friends, family, colleagues, and clients using our handy contacts template. In this template, there are individual tables for listing details and notes.
Daily Planner
If your day is filled with activities, events, and responsibilities, then managing everything can be a massive task. It’s easy to feel overwhelmed or bogged down by deadlines. Using a daily planner can help you organize your day and make sure you don’t forget a thing.
Culture and Values
Every organization has a unique culture and values that guide leadership and decisions, and help retain talent. Check out our culture and values template to get started building the right foundations for your organization.
Checklist Marketing Plan
With a marketing plan, you can describe your market, customer values, and competitors. A thorough and effective plan can help you concoct the right actions for your campaigns.
Pre-Call Strategy Checklist
With this pre-call checklist, you can check off important details to prepare for a call. Using this checklist, you can define your objectives, include important client information, and note pain points to include.
Goals, Signals, and Measures
To plan effectively, you can set goals, identify signals, and build metrics to measure progress. This template helps you stay focused on larger targets for your team.
Design System
Images and visual branding should be used consistently throughout your social media and advertisements. Using this template, you can catalog your images and design assets.
Persona Template
This template allows you to lay out vital information about your target personas. By capturing the desires and pain points of your intended audience, your team can design with their needs in mind.
Event Brief
By using an event planning brief, you can outline major elements of your client's event—including the venue, look and feel, and atmosphere. You can use this template to gather ideas and outline your client's goals and objectives.
February 2020
Make sure your February goes smoothly by trying out this calendar template. Plan out your whole month, and include important dates and events.
Class Notes
Creating notes for each lesson or class can be time consuming. That's why we've created this template that provides the basic structure for formatting your course or lecture notes. Use the space provided to fill out details and brainstorm the takeaways you want to communicate with your class.
Marketing Blog Post
Use this template to create a strategy for your marketing blog post. Draft ideas, specify important keywords, and assign revisions.
User Experience Testing
Use this template to keep track of your user experience tests. Brainstorm solutions with your team and create actionable steps to make your product more efficient.
Employee Directory 📂
Are you expanding your teams? Do you have new employees entering your organization? Directories are necessary to show exactly who is in your company. Whether you’re an entrepreneur, HR manager, or group leader, this employee directory template is perfect for mapping out your team’s structure.
Simple budget planner
Create a spending plan for your finances by utilizing a budget. This simple budget planner was designed with your needs in mind. Use this template to record your expenses.
Social Media Calendar
Managing social media requires strong organizational skills. Instead of relying on different spreadsheets, use our social media calendar to track your work in one place. Use our calendar to schedule all of your posts.
Course Homepage
In this homepage template, you can include all essential course information, for example the syllabus, schedule, and new announcements. Give access to your students so they can get caught up on real-time updates.
Weekly Weight Tracker
Track your weight and caloric intake each week with this template. Keep the momentum going in your fitness journey by tracking your progress and motivating yourself.
Four Quadrants of Time Management
Managing time efficiently is necessary for working productively. Avoid procrastinating and working on the wrong tasks by using our time management template. This template features four tables for organizing time.
Course Notes Database
Creating course notes ahead of time can help make your lessons more focused and informative. Instead of searching through unorganized documents and notes on your computer, use this database template to manage all your files for easy access later.
Customer Testimonials
Testimonials are a great way to build credibility for your organization. If your have too much information to manage in a plain document alone, then use this template to add structure and clarity to your work.
Meeting Agenda Table
Get your whole team updated with this meeting agenda template. Keep your meetings efficient and organized by planning ahead of time.
Sales Call Planner
Sales calls can help you communicate with potential clients and spread awareness for your services. To plan effectively, organize your information with this template.
Competitors Analysis 🔎
No matter what team you're on, this template makes it easy to manage projects of any size and complexity. No matter what team you're on, this template makes it easy to manage projects of any size and complexity.
Marketing Plan
To market your products and services, use an effective plan that brings results. Use this template to plan structured campaigns that help you stand out from the crowd.
Account Plans
Share this template with your team to update everyone on account plans. Everyone on your team can get caught up to speed with real-time editing and updating.
Account Planning Template
Store important information about the companies you conduct business with. Use this account planning template to document client contacts and account members.
Candidate Tracking
When looking for job candidates, you might have several different leads. Instead of using multiple spreadsheets and documents to manage your job applicants, try out our candidate tracking template.
In case of an emergency, it’s essential to keep medical contacts on hand. Use our medical identification template to organize your contact list.
Opportunity Notes
Track meetings and deals in progress with this note template. Use one document to keep track of key people and important information. Create notes during customer meetings to remember everything discussed.
Job Board Template
We've created this handy template for your company's job posts. To attract talent, it's vital to include helpful information in your job announcements. With this document, you can include details about your workplace's values, goals, and work culture.
Marketing Campaign Tracking
Instead of using several different spreadsheets to organize your marketing campaigns, use our campaign tracking template to keep an eye on your work. Whether your business is large or small, this template can help you meet your marketing goals and objectives.
January 2020
January is the start of the new year. It’s an exciting time, but it can also mean being overwhelmed by new events, deadlines, and responsibilities. Use this calendar template so you don’t fall behind.
Consumer Interview Report
This template helps you organize your data and record your interview Q&A's. Note important conclusions and figure out how they can be incorporated in your work.
Sales Pre-Call Template
Use this template to plan your meetings with potential clients or customers. Research your contacts and include notes on goals and potential questions to answer.
Marketing Plan
Creating a thorough plan for your marketing campaigns is a sure way to ensure success. When launching a marketing campaign, there are many different areas to oversee—deadlines, stakeholders, and different steps and stages. Use our marketing template to lay out each step of the way.
New Employee Welcome Letter
Adding a new employee onto your team can be exciting, but it also involves a lot of paperwork, training, and onboarding. To make the welcome process easier, check out our employee welcome letter template.
Consolidate job descriptions 🔎
Job postings should be as detailed as possible so your applicants know exactly what each role is about. With this template, you can detail all the key aspects of different roles.
Onboarding Feedback
Onboarding helps new hires gain knowledge and develop skills to perform their job well. This fully-customizable template allows you to gather evaluations from new hires. See which aspects of onboarding are effective and which ones aren't.
Single Project Template
With this template, you can define all the key elements of your project. To complete your project, deliverables need to be identified.
UX Testing Meeting
Figure out issues with your product's user experience design with some help from your team members. With this handy template, you can note any important issues and draft steps to fix them.
Content Drafts
Creating new content for a post, article, or blog requires several different steps. To make sure you don’t get lost along the way, we’ve provided this template to help you plan your content creation.
Tracking Marketing Campaigns
As a marketing professional, you might have several campaigns to track at once. With this template, you can easily keep tabs on your work, from conception to completion.
Project Goals
Share this simple and clear template with your project team. Together, come up with objectives for your work.
Onboarding Process
Onboarding involves many steps. It can take around three months to get a new employee settled into the company. Make sure you don't miss any essential tasks with this checklist.
Features Release 📲
Effortlessly visualize features releases with this template, which includes a table that is structured by quarter, month, and week.
Campaign Plan
No matter what team you're on, this template makes it easy to manage projects of any size and complexity. No matter what team you're on, this template makes it easy to manage projects of any size and complexity.
Creating an informative syllabus can help your students understand course objectives and expectations. With this template, you can easily create an eye-catching syllabus that lists important information for your students.
Event Planning Budget
Use this comprehensive event budget template to track your outgoing costs. This template includes a customizable table to input all your expenses.
June 2020
Stay prepared as you head into summer by using our June template. Include work deadlines, projects, events, or birthdays. Don’t miss anything again.
May 2020
If you have a lot on your plate during the month of May, then check out this template. Use this calendar to organize all your plans. Keep track of what’s happening.
Campaign Summary
When planning a marketing campaign, it can be helpful to summarize your essential goals. This campaign summary template lets you lay out the necessities of your campaign.
December 2020
December is a month full of holidays and celebrations. If you’re preparing for a month of dinners, gatherings, and gift-giving, then check out this template.
November 2020
November is filled with important dates and events. Don’t miss out on holidays or election day! This template can help you plan your whole month.
October 2020
October is a spooky month. If your biggest fear is forgetting important dates, then this template is perfect for you.
September 2020
September is the start of the fall season, which means colorful leaves, cooler weather, and pumpkins around the corner. There’s also Labor Day coming up, which means you’ll get a break from work or school—and you can shop sales!
August 2020
This August calendar template can help you manage your deadlines, meetings, appointments, and even your personal events and obligations. By using a calendar, you can easily check your availability and create a schedule to stick through.
July 2020
To plan your July, use this template we’ve provided. You can lay out out your Fourth of July plans, and include reminders for work events, deadlines, dinners, celebrations, and more.
April 2020
Use this template to plan your April. Make sure you’re ready for Easter and Tax Day. You can label important reminders throughout the month.
March 2020
If your March is packed with activities, deadlines, or events, use this template to stay organized. Label any important dates.