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FREEBuilt for operations & admin

Operations project management that runs on schedule.

Turn recurring admin into cards that create themselves, give every request an owner, and onboard new hires from the same checklist every time.
Start free See example boards
Free for 1 to 5 people No credit card

Sound familiar?

Why ops teams outgrow spreadsheets and chat threads

Recurring tasks slip

Renewals, reports and reviews live in someone's calendar, until that someone is on vacation.

Requests get lost

Asks arrive by email, chat and hallway conversation, and some never get done.

Onboarding varies by who runs it

Every new hire gets a slightly different first week.
OPS-84
Laptop for new designer
Equipment
  1. DP
    Dan created the card and assigned it
    Set the due date and checklist
  2. MR
    Did their part and passed the baton
    Checklist complete · note attached
  3. IT
    IT holds it now
    Next action: creates accounts
  4. SK
    Sam is up after that
    Final step before done

How Organizer Buddy helps

Admin work that takes care of itself

Recurring cards, clear owners and reusable checklists turn the work that keeps a business running into something predictable.
  • Recurring tasks
    Monthly reports, quarterly reviews and annual renewals create their own cards.
  • An owner for every request
    Each request becomes a card with someone holding it and a due date.
  • Checklists you reuse
    Standard processes like onboarding live on a card checklist, so steps don't get skipped.
  • Roles and access
    Owners, admins and members each get the right level of control.

Example boards

Boards ops teams run in Organizer Buddy

Every board starts with the columns you choose. Here are six setups to borrow.

Employee onboarding

A card per new hire with the full onboarding checklist and handoffs between HR, IT and their manager.
Offer signed›Pre-start›First week›First 90 days

Vendor tracking

Contracts, renewals and contacts in one place, with recurring renewal reminders.
Active›Renewal soon›Renewing›Renewed

Recurring admin

Payroll checks, reports and compliance tasks that create themselves.
This week›This month›Done

Office moves

Break a move into cards for every team and vendor.
Plan›Book›Move›Settle in

Policy updates

Draft, review and roll out policies with clear owners.
Draft›Review›Approved›Announced

Equipment requests

Every request gets an owner, a status and a due date.
Requested›Approved›Ordered›Delivered

Get started

Set up your first board in three steps

1

Create your free workspace

Pick a name and your team gets its own yourteam.organizer.biz address and private database. No credit card needed.
2

Add an employee onboarding board

Create a project and add columns like Offer signed, Pre-start, First week and First 90 days. Then add a card for each piece of work, with an owner and a due date.
3

Pass the baton

Invite HR, IT and managers. Set recurring cards for renewals and reports, and pass each onboarding card between departments as their part is done.

Features ops teams love

The right tools, none of the bloat

FREE

Recurring tasks

Set it once and the card appears on schedule.
FREE

Dependencies

IT setup waits for signed paperwork.
PRO

Project templates

Reuse your onboarding board for every hire.
PRO

Private projects

Keep sensitive HR boards visible only to the right people.
See everything on the features overview and compare plans on our pricing.

Questions

Ops teams FAQ

Can Organizer Buddy handle recurring tasks?
Yes. Set a card to repeat, such as every Monday or every quarter, and a new card is created on schedule.
Can I reuse an onboarding checklist for every new hire?
Yes. Add the checklist to a card and copy it for each hire. On Pro, project templates let you reuse a whole onboarding board.
Can we keep HR boards private?
On Pro you can make projects private, so only the people you choose can see them. Avoid storing sensitive data like government ID numbers in cards.
Does it replace an HR system?
No. Organizer Buddy is where the work gets tracked and handed off. Keep employee records and payroll in your HR and payroll tools.

Keep exploring

More ways teams use Organizer Buddy

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