Custom Data Templates
Build a template for each kind of deadline you track, with the fields that type actually needs. Your team fills in the same details every time, and adding a new item takes a minute.
One template per deadline type, so every record holds the details you need
Custom field templates
Consistent data structure
Reusable tracking formats
Category-specific forms
Custom Data Templates Features
Everything you need to streamline your workflow and boost productivity
Drag-and-Drop Template Builder
Drag fields onto the form, drop the ones you never use, and put them in the order your team thinks in. No setup call needed.
Custom Field Types
Pick from text, numbers, dates, dropdowns, checkboxes, file uploads and more. A gas safety record can ask for the engineer's Gas Safe number; a vendor COI can ask for the policy limit.
Template Library
Keep one template for contract renewals, another for licence expirations, a third for equipment servicing. Pick the right one when you add an item.
Field Validation Rules
Mark fields as required, set minimum and maximum values or allowed date ranges, and write your own checks. Bad or missing data gets caught when someone saves, not six months later.
Conditional Fields
Show or hide fields based on earlier answers. Choose "lease" and the break clause date appears; choose "insurance" and you get the policy number instead.
Template Sharing
Share templates with other teams or departments. Finance and operations then record contracts the same way, so their reports line up.
Why Use Custom Data Templates?
Real benefits that drive measurable results for your business
Get the same data every time
When everyone fills in one form, you stop finding "n/a", "TBC" and three spellings of the same supplier. Reports come out accurate because the data going in was.
Add new deadlines faster
The fields are already set up, so adding a deadline means filling in blanks rather than deciding what to record. Nobody rebuilds the same structure from memory.
Stop missing key details
Required fields mean nobody saves a contract without its notice period or a certificate without its issuer. You find gaps at entry, when they are easy to fix.
Simplify Training
A new starter opens the template and sees what to enter. They make fewer mistakes and need less hand-holding in their first weeks.
Who Uses Custom Data Templates?
Designed for teams and businesses across industries
Contract Management Templates
Give each contract type its own fields: the parties, the term, renewal date, notice period and payment schedule.
Certification & License Templates
Record the issuing body, certificate number, what renewal requires and how many CPD or continuing education credits are still owed.
Event Planning Templates
Plan events with fields for venue, suppliers, headcount, budget, marketing dates and the follow-up jobs after the day.
Facility Maintenance Templates
Log each asset ID with its last service date, when the next one is due, which technician is assigned and what was done before.
Compliance Deadline Templates
Set up regulatory filings with the regulation number, who you file with, the format they accept and the documents you need to attach.
Invoice & Payment Templates
Track payment due dates with the supplier, invoice number, amount, payment terms, sign-off status and proof that the money went out.
Frequently Asked Questions
Everything you need to know. Can't find the answer? Reach out to our support team.
A template sets the fields, reminder schedule and required documents for one type of item, such as a DBS check or a fire risk assessment. You build it once and apply it to every item of that type, instead of setting things up again each time. It keeps records consistent, and it saves you work when a new kind of obligation lands on your desk.
Yes, and you decide every field. A care provider might build templates for CQC registration, nursing PINs and hoist servicing. A builder might want CSCS cards, plant inspection certificates and site insurance. Each template holds the fields, documents and reminder timings that matter for that item in your sector.
Yes. Once an administrator creates a template, every team and location can use it. When you open a new site or bring on a new team, they start adding items from the existing library on day one rather than building their own versions.
You can add text, number, date, dropdown, multi-select, checkbox and document attachment fields. Add whatever each item needs: supplier name, policy number, the authority that issued a licence, a certification level, and so on.
Changes to a template affect items you create from it afterwards. Existing items keep their setup until you edit them yourself. That way a tweak to the form never quietly rewrites live compliance records, and you can still adapt the template when requirements change.
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