Tools Tracking Template

This comprehensive Tools Tracking Board helps you manage all the software and tools your company is using now and has used in the past. It keeps everything organized, so you always know what’s active, what’s expired, and what needs attention. See which apps are getting used and which can be reduced or cancelled.

How it works:

• Current and past tools: Tools are grouped by their status—either currently in use or no longer needed

• Detailed tracking: For each tool, you can record the name, status, department using it, expiration date, monthly and yearly costs, admin contact, number of users, and any relevant login info or note.

Automations keeps the board cleaned and updated:

• When a tool’s status is changed to “Not Relevant,” it moves to the Past Tools group

• The admin is notified when a tool is close to its expiration date

What’s included:

✔️ Tools Tracking Board
✔️ Fields for cost, users, expiration, department
✔️ Automations to move past tools and send expiry alerts
✔️ Setup tips and walkthrough video

Need help with a custom setup or custom changes to this template? Contact us!