Make It Simple With Infinity Templates
Kickstart your organization and simplify your work by choosing a template that was built for your needs.
Featured
Product Roadmap
Growth Experiments
Marketing Agency Client
Company Projects
Business Roadmap
Content Calendar
Simple Templates
Simple Kanban
One of the most popular methods of task tracking is definitely the Kanban board. Simple yet powerful, this simple Kanban template will allow you to visualize your workflow and track your progress easily, no matter how many tasks and team members are involved.
Add folders to the equation and classify your work into current sprint, backlog and archive. That way you’ll be able to keep your board tidy even if you have a lot of tasks on your hands.
Simple Task List
We all have different workflows and management systems, but when handling tasks, there’s something super appealing about a list. It just works. That’s why even the most evolved project management tools make sure to keep the list as one of the views.
With this template, you can quickly shoot tasks out of your head until you’ve made a list and then customize them later. You’ll also be able to track progress easily by using folders and grouping.
Simple Calendar
Whether you’re organizing tasks and need to keep track of the deadlines, working on an editorial calendar, or just need to keep tabs on your appointments, a calendar will be of huge help.
Upgrade this simple calendar template to fit your needs, and make sure to combine it with folders and other views to keep clutter away.
Simple Table
There’s a good reason why spreadsheet view is so popular - it allows you to see large sets of data and analyze them at a glance. Use Infinity’s simple table template to track tasks, goals, leads, finances and much more.
With Infinity’s table, you won’t need to juggle between other spreadsheet tools to keep track of your data. Just fill in your table and combine this view with a list or with Columns to visualize your data in different ways.
Product Development
Product Roadmap
In product development, product roadmap is a crucial part of the process. It lays out the strategy and helps the stakeholders and the whole team understand the goals and what needs to be done to achieve them.
With Infinity’s Product Roadmap template, you’ll be able to prioritize tasks, track progress and keep the product team on track to make sure everyone is working on features and updates that make the biggest impact.
This template will give you the map of the whole process from epics to current sprint, along with goals, releases and documents all packed neatly inside folders. Within those folders, you’ll be able to use tabs to track task status, task priority, important dates, tasks by team members and much more.
Growth Experiments
Growth experiments are the basis for a successful growth hacking strategy. That’s why it’s important to have a carefully laid out repeatable process that will help you carry out those experiments from the brainstorming phase to the execution and analysis.
Whether you’re building a product or doing growth for various clients, you’ll need a simple but powerful place where you’ll be able to note, plan, track and analyze the experiments your growth team is executing. Plus you’ll need it to be flexible enough to adapt to any kind of experiments you’re doing.
Infinity’s Growth Experiments template will help you keep track of all your growth experiments and make sure they are aligned with your goals. In this template, you’ll be able to measure your experiments by funnel stage, potential impact, category, and many other details and you’ll be able to track the results through different views.
Product Management
Infinity’s Product Management template was built to be the ultimate resource for product managers, product owners, SaaS business owners and anyone else building awesome products. The template is part of the Ultimate Product Management Framework designed to help you build the right product, and make sure you build it right.
This template contains everything you and your team may need while building a product - from creating a product strategy to doing everyday development work. Inside you will find sections on product strategy, product roadmap, backlog, sprint and more, all packed with useful examples to help you fast-track your own product creation process.
You’re building something amazing and this Product Management template gives you the right toolset to do it. In case you need more help implementing this template, check out our help article here.
Agile Development
The main idea behind agile software development is flexibility and a user-centric approach. And, since Infinity allows you to be as flexible as you want, it’s a perfect tool to support your agile team. Now you can quickly start your development process with this Agile Development template and get your whole product team on the right track.
As a product owner, or Scrum master, you will have a great overview of everything that’s happening in each sprint, you’ll get to assign tasks to your team, track the sprint’s progress in a visual way with a Kanban board, prepare tasks for future sprints in the backlog and archive completed tasks. The best part is that you can easily build on this template to add any other details you need to improve your agile process.
User Stories
With Infinity's User Stories template, you'll be able to document, track and monitor every piece of suggestion, feedback or idea you're getting from your customers or executives and furthermore turn into backlog notes, tasks and sprints.
Use the User Stories template to fulfill the circle of your Product Development organization and stay on track of your customers' needs.
Project Management
Company Projects
In order to improve the company’s processes and grow your business, you will need to pay a lot of attention to internal company projects. These projects require just as much planning and manpower as external projects and they should be approached with the same focus and attention as all other business areas.
Infinity’s company projects template will help you plan and organize all the aspects of these internal projects, such as project objectives, costs, human resources, schedules and anything else your internal projects need.
Business Roadmap
A strong and flexible business roadmap will help you and your team visualize the big picture when it comes to your business. In other words, it will help you and all the stakeholders understand the business goals and how to achieve them.
With this Infinity template, you’ll be able to keep track of your business goals and strategies, divided across company departments so that each department knows their role in the upcoming projects and the timeline for working on these projects.
Project Tracker
Whether you’re managing internal projects, different clients, or the whole company, a project tracker will help you divide your projects into small steps that are easy to track and monitor. With a clear project tracker, you’ll always be able to know which projects you’re currently working on, what are the tasks related to those projects and who is responsible for what.
With Infinity’s Project Tracker template, you’ll be able to follow a project from start to finish and easily track progress. And everyone on the team will know what tasks they need to do and how they fit into the whole project. That way, everyone will have a clear overview of their responsibilities.
Marketing
Marketing Agency Client
Handling a lot of marketing clients, you'll be challenged to find the right toolset to keep track of each and every of your client's tasks, accounts, campaigns, strategies, channels, etc.
If you're looking for a powerful, yet intuitive, smooth and feature-rich platform to support the processes and segments for your clients individually, Infinity will provide you all database, file-sharing, team collaboration, and task management use cases, in one place.
Combine Infinity's powerful structuring capabilities to classify your clients' data using boards and folders, as well as multiple views to keep track of your metrics, stay up to date with your and your team's tasks, thoroughly organize your documents, articles and links, and have your posts and meetings scheduled at a glance.
Shape your data with customizable fields like links, attachments, dates, and members and never worry about getting your marketing agency's data cluttered again.
Social Media Tracker
Being active on social media platforms is a great way to build your brand, a community or simply engage potential customers to your product.
Once you're all set with the strategy, you're going to need a tool where you're going to thoroughly organize the content, publishing calendar, and most importantly, the results you're achieving on your social media pages and profiles.
As Infinity offers a powerful toolset to achieve all of these, we've created a Social Media Tracker template in order for you to have the most amazing database where you could have an overview of the results and achievements you're making via social media presence.
Marketing Management
When you’re managing a whole marketing department, you need to coordinate many pieces of the puzzle so that everything works smoothly. Aside from everyday tasks, you will need to manage projects, campaigns, SEO, content, marketing channels your team is using, press contacts, and many other marketing aspects.
It’s important to have one place to hold all this information, so you can create and delegate tasks in a smart way and everyone on the team can have insight into other segments of your marketing efforts. Infinity’s Marketing Management template is a comprehensive template that will help you lead a successful marketing team so you can focus on doing marketing that’s truly impactful.
Content Calendar
Creating a high-performing content strategy relies on multiple factors - content creation, editing, publishing, promotion across different channels and more. To be able to keep track of that whole process without missing a thing, you’ll need a tool that lets you keep it all in one place.
Infinity’s Content Calendar template will help you manage your content from one point where everyone involved in the process will be able to keep track of it. Use this template to break down your content creation process into steps, assign tasks to team members, and set deadlines so that everything gets done in time.
Whether you’re managing a company blog or writing content for different websites and organizing the whole content strategy, you’ll be able to adapt this Content Calendar template to your needs.
Marketing Plan
Creating an exhaustive marketing plan can be overwhelming for the whole team and it requires a lot of information that can be hard to track without the right tool. From marketing projects and campaigns to the KPIs and necessary budget - and all that combined with tasks and deadlines.
With Infinity’s Marketing Plan template, you’ll be able to kickstart your marketing plan and add all the missing puzzle pieces to execute a masterful marketing strategy with your team. You’ll be able to track different categories of your marketing initiatives, measure the effort necessary to carry them out, monitor the progress and keep an eye on your team’s responsibilities.
You’ll also be able to classify different aspects of your marketing plan into different folders and use various views, such as calendar and table, to easily manage the timeline and analyze the success of your marketing efforts.
Marketing Campaign
Coming up with new marketing ideas and initiatives is only the beginning. Once the creative part is over, you’ll need to make sure to create a clear plan for executing your marketing campaigns successfully.
Organizing marketing campaigns is incredibly challenging since it covers many different factors - from defining the campaigns, marketing channels to audience sets and budget and many other details. And all these factors need to be tied together to make sure everything runs smoothly and nothing falls through the cracks.
Infinity’s Marketing Campaign template will help you keep all this information in one place where you can easily track your campaigns and keep your marketing team in the loop. Using this template, you’ll be able to visualize your team’s progress, break down different campaign aspects into tasks and easily analyze the results.
Video Production
With Infinity's Video Production template, you'll have the place where you can store all your video projects, team members, clients and equipment you're using without getting cluttered.
Organizing your video material, employees, clients, and equipment don't have to be scattered across multiple platforms. Save time and money on using one tool to upload, document, track and collaborate on your video projects.
Social Media Calendar
A strong social media strategy is important for building a highly engaged community. By consistently posting interesting and informative content on social networks relevant for your business, you’ll grow your audience and maintain a community of loyal fans who will be the biggest advocates of your brand.
Social media calendar involves several elements that need to be accounted - content ideas, social media channels, clients, important dates and campaigns, and much more. And it’s crucial to have all those elements in one place and linked so you can have your social media campaigns running like a well-oiled machine.
In Infinity’s social media calendar template, you’ll be able to clearly define all the elements that comprise a successful social media strategy, focusing on the posting schedule. But you’ll be able to upgrade this template by adding your own calendar, your content ideas, your team and anything else you want to add.
Events
Meetings Calendar
As a freelancer, the last thing you want is to miss an important meeting that could turn into your next big project. That’s why you’ll need to keep your meetings in one coherent calendar that helps you manage all your events for the month, whether it’s a meeting with a hot lead, your accountant or a business partner.
Infinity’s Meetings Calendar template is super simple, yet it has everything you might need. Enter all important details for each meeting - like contact information, date and time of the meeting, notes that will help you prepare, and so on. And, use another tab to create a calendar that will help you scan your meetings quickly.
Event Planning
Planning an event requires tying many pieces of the puzzle together. Starting from defining the event goals, defining the budget, the theme of the event, the team responsible for the event and all their tasks, the venue, the sponsors, the schedule and all sorts of other details. Without the right tool, event organization can turn into total chaos.
A powerful and flexible event planning template will help you kickstart your organization and keep tabs on all those important details necessary for preparing and executing the event. With this template, you’ll be able to keep track of the schedule, event themes, sponsors, locations and team’s responsibilities. But, you’ll also be able to adapt the template to fit any type of event you’re organizing.
Meetup Organization
When planning an event, you’ll always need to go through a checklist of things that need to be done so that everything can run smoothly on the day of the event. From event promotion down to the details such as obtaining the equipment, ordering catering and contacting speakers.
Unlike our other template focused on event organization, Meetup Organization template will give you a simple, straightforward Kanban board to keep all these details in check. Divided by different event planning aspects, this template will help you and your team get a clear overview of what needs to be done and who’s doing it.
HR
Employee Database
Keeping a record of your employees' details can often be daunting and time-consuming when you don't have the right toolset to support the variety of fields to cover your employees' both business and personal life.
But, if you want to be a loveable CEO, or a diligent and a company-wide accepted HR manager, you'll need to store, update, audit and nurture your staff members' lives and personal information.
With Infinity's Employee Database template, you'll have a single place and a beautiful interface with powerful spreadsheet options combined with thoroughly organized columns and a ton of customizable fields to support all the information about your employees including departments, emails, phone numbers, street addresses, birthdays and much more.
Employee Onboarding
Hiring a new person is always exciting, but it can also be very confusing for the new employee and exhausting for the HR department. Having a template with everything a new employee needs to know will make everyone life’s much easier and help your new hire get up to speed and focus on work faster.
By using this template you will also be able to standardize your employee onboarding process and create the same experience for every new hire, without repeating the same things every time you hire someone new. Adapt this template to your company and share it with your new colleague even before their first day so they quickly get familiar with everything they need to know.
Sales
Order Tracker
Whether you’re the owner of an e-commerce website or you’re managing an actual physical store, you’ll need to make sure to keep track of the customer orders. Having a well-organized database of all the orders that go through your store is crucial for keeping tabs on the whole sales process.
With Infinity’s Order Tracker template you’ll be able to streamline the ordering process and keep all the important information in one place. Track details such as the customer shipping addresses, product models sold, quantity of goods sold, shipping status, total prices of orders, arrival dates, and much more.
With the Reference attribute, you’ll also be able to link your order tracker with the product inventory and thus keep all the information about products and sales in one place.
Sales CRM
If you want your sales process to run like clockwork, you’ll need a tried and true strategy that lets you keep track of all the important aspects. Infinity’s Sales CRM template will help you make sure that process runs smoothly every time.
A good sales CRM template needs to account for numerous different details. You’ll need to know who your leads are, what is their status, who is your person of contact, which team member is responsible for each particular lead. Plus you’ll have many other details such as dates, predicted amounts, metrics and so on.
All of these elements need to be tied together in one place so your whole sales team can have a clear view of the plan. Use Infinity’s table to build a transparent and coherent CRM, link related information with references and keep track of important dates in the calendar.
Freelance
My Freelance Business
As a freelancer you have to be everything for your business - your account manager, your accountant, your HR, your marketer and everything else your business requires. Plus you’ll need to take care of the tasks you have each week.
Take some pressure of your folders with Infinity’s My Freelance Business template that lets you gather all those business aspects in one place. With this template you can easily manage your current clients and potential new clients, you can manage your finances and track important metrics that help your freelancing career grow. And that’s just the beginning. You can add more folders to organize anything else your business needs.
Tasks
If you’re a freelancer working on multiple projects at once, now you can keep all your work in one place with Infinity’s Tasks template. This template will allow you to neatly pack your projects into different folders, but still give you an overview of all the tasks you need to take care of.
With custom attributes you can shape your tasks however you want - you can add custom labels, images, dates, descriptions and many more details. Take advantage of different views to see your tasks through different layouts - columns, calendar, table and list. And, you can use tabs to see your tasks in many different ways, you can filter them, group them, sort them, etc. Options are endless.
Course Planning
Whether you’re an elementary school teacher, a college professor, a language teacher, a tutor or anything in between, you’ll need to make sure you’re prepared for every lesson so you can make the most of each class and give your students the best education possible.
This Infinity Course Planning template will help you get rid of all your notebooks, workbooks and notes and keep all your plans in one digital place where you can easily find it each time you need it. You can organize a course outline in this template or even plan each and every lesson, together with a lesson outline, your lesson plan, and all important files you’ll need. Plus, you can include dates and labels to neatly organize every detail of the courses you’re teaching.
Meetings Calendar
As a freelancer, the last thing you want is to miss an important meeting that could turn into your next big project. That’s why you’ll need to keep your meetings in one coherent calendar that helps you manage all your events for the month, whether it’s a meeting with a hot lead, your accountant or a business partner.
Infinity’s Meetings Calendar template is super simple, yet it has everything you might need. Enter all important details for each meeting - like contact information, date and time of the meeting, notes that will help you prepare, and so on. And, use another tab to create a calendar that will help you scan your meetings quickly.
Content Calendar
Creating a high-performing content strategy relies on multiple factors - content creation, editing, publishing, promotion across different channels and more. To be able to keep track of that whole process without missing a thing, you’ll need a tool that lets you keep it all in one place.
Infinity’s Content Calendar template will help you manage your content from one point where everyone involved in the process will be able to keep track of it. Use this template to break down your content creation process into steps, assign tasks to team members, and set deadlines so that everything gets done in time.
Whether you’re managing a company blog or writing content for different websites and organizing the whole content strategy, you’ll be able to adapt this Content Calendar template to your needs.
Social Media Calendar
A strong social media strategy is important for building a highly engaged community. By consistently posting interesting and informative content on social networks relevant for your business, you’ll grow your audience and maintain a community of loyal fans who will be the biggest advocates of your brand.
Social media calendar involves several elements that need to be accounted - content ideas, social media channels, clients, important dates and campaigns, and much more. And it’s crucial to have all those elements in one place and linked so you can have your social media campaigns running like a well-oiled machine.
In Infinity’s social media calendar template, you’ll be able to clearly define all the elements that comprise a successful social media strategy, focusing on the posting schedule. But you’ll be able to upgrade this template by adding your own calendar, your content ideas, your team and anything else you want to add.
Sales CRM
If you want your sales process to run like clockwork, you’ll need a tried and true strategy that lets you keep track of all the important aspects. Infinity’s Sales CRM template will help you make sure that process runs smoothly every time.
A good sales CRM template needs to account for numerous different details. You’ll need to know who your leads are, what is their status, who is your person of contact, which team member is responsible for each particular lead. Plus you’ll have many other details such as dates, predicted amounts, metrics and so on.
All of these elements need to be tied together in one place so your whole sales team can have a clear view of the plan. Use Infinity’s table to build a transparent and coherent CRM, link related information with references and keep track of important dates in the calendar.
Personal
Personal Tasks
If you’ve been writing things down in a notebook to keep track of your weekly schedule, it’s time to take it to the next level and switch to the digital format. With Infinity’s simple Personal Tasks template, you’ll be able to keep track of all your daily and weekly to-dos so that nothing falls through the cracks.
Whether you’re running a household, organizing your kids’ schedules or tracking your social life, you can do it all inside this one template. Labels, dates and different views will help you stay on top of your tasks and make it easier than ever to track what needs to be done and what you can scratch off your list.
Personal Goals
When it comes to our personal goals, it’s easy to set them and forget them if we don’t write them down in one place and track them regularly. At the end of the year, you can realize that you don’t even remember your New Year’s resolutions, let alone that you’ve achieved them.
With this Infinity Personal Goals template, you’ll be able to set your goals in an eye-catching, visual way that allows you to easily track your progress and your results. Divide your goals by life aspects, use labels to mark them by status and feel free to add dates, priority, checklists or anything else that helps you build your way towards accomplishing your personal goals.
Habit Tracker
Picking up a good habit like meditating or running is easy. What’s hard is sticking with it and doing it regularly. We tend to give up easily on these things because we don’t see the results as fast as we want to, or we get bored or we just make excuses until we completely forget about it. Habit formation takes a lot of work.
But you can make this process much more exciting if you track your progress and pat yourself on the back when you do something positive for your body and mind. A habit tracker is an amazing way to motivate yourself to stick with a positive habit. Instead of drawing yours in a notebook, use Infinity’s habit tracker template that’s so easy to use, it will inspire you to track those habits every day.
Job Hunt
Looking for a new job is stressful in itself, and can take a lot of time and patience. But, if you have the right tool to help you on your job hunt, you will go through this process more smoothly and focus on landing your dream job. That’s why we’ve created this Job Hunt template - to make sure you have all the necessary information in one place and don’t miss any crucial steps.
In Infinity’s Job Hunt template, you can use one folder to prepare yourself for the ‘hunting’ process. List all the essential things you need to do before you even start submitting applications. And in another folder, create a table of all your opportunities, together with notes on the company, website links, contact details, interview dates and more. Of course, you can add any other information you need.
Vacation Planning
To make the most of your vacation, it’s best to come prepared. Whether you’re planning to spend a relaxing week at the seaside or a couple of days exploring a new city, you’ll need to prepare an agenda so you know which places you can’t miss. But, you also need to make sure you don’t get to the airport and realize you haven’t packed your passport.
Infinity’s Vacation Planning template will help you handle all the boring logistics of planning a trip and focus on the excitement. One folder is reserved for the vacation prep where you can list all the things you need to do before the trip. Next folder is where you’ll pack all the sights, historical landmarks or museums you plan to visit, with all the information you need like entrance fees, maps, notes, etc. And you can create as many folders as you want to add anything else that’s an essential part of your vacation.
Party Planning
Throwing a party should be exciting, not tedious, even when it requires a lot of work. You need to plan the activities, organize food and drinks, invite all the people, set up decorations and a bunch of other things depending on the type of event you’re organizing.
Now you can use Infinity to throw the perfect party for yourself or a loved one without missing any important details. Whether you’re planning a huge romantic wedding, a fabulous bachelorette party or a fun kid’s birthday, Infinity’s Party Planning template has you covered. It’s simple yet eye-catching, so you can note down your tasks, but also add images, labels to track your progress and even invite another person to help you with the organization.
Meal Planner
Whether you’re trying to eat healthier or you just like to have your meals planned out so you don’t have to think about it, a meal planner is a must. But you don’t have to write your recipes down in a notebook like our moms used to do. Now you can do it all in a digital format, with a visual meal planner template.
In Infinity’s meal planner template you can organize your meals by days and dates, and you can also label them by type so you know which recipes are perfect for breakfast, lunch, dinner and snacks. You can also combine your weekly meal planner with a grocery list that will help you with your grocery shopping. And you can add anything else you need - for example, a folder with all your favorite recipes.
Workout Planner
It doesn't matter which activity or workout you're up to, you can always load Infinity's Workout Planner template to keep your movements and exercises, insert and track your progress, and overall achieve better results when it comes to your physical success.
Infinity acts like all CRM, database and organization tool which will help you have a better look of your physical activities and use it on each and every one of your workouts to help you stay updated of what needs to be done, but also a place where you can insert and track your progress in details.
Book Tracker
Education and constant learning are essential if you're on a path to become successful.
Reading books is just one of the ways to boost your knowledge.
People who realize how important reading books tend to read an average of a book per month.
In order to get the most out of the experience, there simply needs to be a way to organize your favorite books in a way that will help you catch up where you've left off, how much progress you've made, as well as taking notes, quotes and certain parts of the books.
Infinity's Book Tracker template will help you do just that - have one place to categorize, keep track of and summarize your favorite books in a fun, creative and interactive way.
Finances Tracker
Keeping track of your finances is always a smart idea. It’s the only way to understand how you’re spending your money, uncover those hidden expenses that may be appearing out of nowhere and making the most of your income.
Although tracking finances may seem tedious and time-consuming, it doesn’t have to be. Using Infinity’s Finances Tracker template, you can easily keep track of all your income sources and your expenses, and how it all adds up at the end of each month.
