How to use Jotform Tables to plan for 2021

How to use Jotform Tables to plan for 2021

It isn’t just wishful thinking anymore. In about six weeks, 2020 will officially be a thing of the past.

There is, of course, no predicting what the world will look like in 2021. But your business can put its best foot forward if you plan ahead.

Jotform Tables is built for that. A one-stop shop for budgeting, hiring, managing new projects, and a lot more, it’s a database-spreadsheet hybrid tool that enables you to collaborate, manage piles of data, and get things done.

We wanted to compile all of the Jotform table templates you’ll need to plan for the upcoming year. Because it’s coming, whether you’re ready or not.


Properly planning for the next year starts with budgeting. Jotform Tables lets you itemize your expenses, perform calculations, group by months, attach receipts, and more.

Business budget template

The business budget template breaks down expenses by type, with each month neatly grouped together for easy sorting. The template includes columns for estimated cost, actual cost, and the difference between the two. This template works for any department within your organization.

Personal budget template

Creating a budget is step one on the path to financial literacy. The Jotform Tables personal budget template allows you to colorfully categorize your monthly expenses and group them by month. If you’re a manager, consider sharing this with your employees to encourage them to get a handle on their own finances.

Project budget template

Whether you’re preparing it for a client or for your own team, a budget is necessary for any major project. This project budget template not only sets you up with budgeting costs but project durations as well.


If your company took a break from hiring in 2020, you weren’t alone. According to Fortune, 59 percent of CEOs froze hiring as COVID-19 started to rip across the globe. But 2021 is a new year, and for many companies, that means adding long overdue hires to your team.

HR onboarding template

Whether you’re working remotely for the foreseeable future or you’re in a position to work in the office, hiring new employees requires a smooth onboarding process. The HR onboarding template has tabs for new hire information, applicant setup, and onboarding tasks.

New hire checklist template

Every time you add a new employee to your team, there’s a lot you have to remember to do — from sending the company handbook to making note of the new employee’s birthday. A new hire checklist gives you a resource to fall back on so you can make sure employees get the resources they need right away.

Planning and productivity

A new year means a new chance to implement systems that will improve your team’s output and efficiency. Jotform Tables is designed to be a collaborative tool, meaning you can use the templates below with your team to knock out important projects. 

Email marketing calendar template

Executing email marketing takes serious planning. That’s why we created an email marketing calendar template. Now you can know months ahead of time what the email topic will be, the audience, and the exact send date. Plus, there’s a column indicating whether an email has been sent or is still pending.

Eisenhower matrix template

In a 1954 speech, U.S. President Dwight D. Eisenhower quoted a former college president, saying that there were two kinds of problems: the urgent and the important. “The urgent isn’t important, and the important are never urgent.” This template uses the “Eisenhower matrix” to label tasks by their level of importance, while another column denotes completion status. 


Planning isn’t glamorous. But using all of the templates above will help prepare you for the new year and ultimately save you trouble later on.

Jotform Tables is the Swiss Army knife of data management. It packs the function of a spreadsheet into a collaboration tool that syncs seamlessly with all your forms. That makes it an easy choice to centralize all of your 2021 planning.

Have you used Jotform Tables yet? Has it helped you with budgeting, hiring, or managing projects? Let us know in the comments below!

Chad is a former VP of Marketing and Communications at Jotform. He’s also a frequent contributor to various tech and business publications, and an absolute wizard with a Vitamix. He holds a master’s degree in communication and resides with his wife and cats in Oakland, California.

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