Operations and peopleStandard plan and above

Inventory Stock Count template

Multi-site stock register with SKU, on-hand vs par levels, reorder flags, supplier links, and a recurring count schedule.

Starter tasks
8
Grouped into 3 groups
Milestones
1
Rendered as diamonds on the timeline
Views
3
Installed and ready on first open
Custom columns
5
Beyond the built-in task fields

What this template gives you

Track inventory across every site. Items are grouped by location and carry a SKU, on-hand quantity, par level, a reorder checkbox, and a supplier link. Filter on the reorder flag and you have your reorder list. Count cycles sit on the calendar with a monthly full stock-take milestone, and overdue counts alert the owner automatically. The dashboard keeps shortfalls and count progress visible to the whole team.

Workstreams

  • Multi-site stock register
  • Par level tracking
  • Reorder flags

Groups it creates

Tasks arrive already sorted into Warehouse A, Warehouse B, and Storefront.

Exports

Anything in this template exports to Excel, PNG, PDF.

How it looks

The calendar view, with the template’s dates and deadlines already on it.

Custom columns installed
  • SKUText
  • On handNumbers
  • Par levelNumbers
  • ReorderCheckbox
  • SupplierLink
Views installed
  • Stock count
    Spreadsheet-style task register with custom columns
  • Count schedule
    Tasks and milestones on a monthly calendar
  • Dashboard
    Customisable widget dashboard: KPIs, charts, risks, workload
Automations switched on
  • When a task becomes overdue, notify the project owner

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Start with Inventory Stock Count

Create a project, pick this template, and the tasks, columns, and views are already in place. Available on Standard and above.