Roll it out
In-app guidance content inventory
Track every walkthrough, tip and help article: owner, status, usage and review dates, with automatic "overdue review" flags and a summary sheet.
Opens in Microsoft Excel, Google Sheets and LibreOffice.
Open full preview What's inside
- Inventory for up to 100 items with drop-downs
- Automatic next-review date (90 days)
- OK / Not reviewed / Overdue status with colour coding
- Summary sheet: totals, live vs draft, overdue, views, completion
- How-to-use sheet
How to use it
- Add one row per piece of guidance
- Record the date you last checked each item
- Paste monthly views and completion from your platform
- Fix overdue items after each application release
Free toolkit
Get the complete Digital Adoption Toolkit
All 10 templates in one download: RFP, scoring sheet, business case, rollout plan, scorecard and more. Editable Word and Excel files.
- 10 ready-to-use templates
- Formulas built in
- Free for your team
Digital adoption scorecard Excel · 6-month tracker 
30-60-90 day rollout plan Word · 3 pages