OperationsKanban · Cards · Calendar
One tracker. Three ways to see it.
Plan and run hiring, content plans and onboarding in Kanban, Cards or Calendar. Ask in plain words and HeyLevo sets up the tracker for you.
Free to start. Bring your spreadsheet as a CSV.
Applied3
Interview3
Offer1
Mon9Tue10Wed11Thu12Fri13
✓Priya N. moved to Offer
Same seven candidates, three layouts. Pick a view←→
3views of every tracker
1set of data behind every view
$0to start. Operations is free.
How it works
From messy sheet to moving work in three steps.
No setup project. No consultant. Start from a sentence, a template or your own spreadsheet.
Ask or pick a template
Type “Create a hiring tracker for 3 sales roles”, or start from a ready-made tracker.
Shape the fields
Add owners, dates, stages or anything else you track. Import your CSV, or connect a form that fills the board.
Run it in any view
Kanban to move work forward. Cards for the detail. Calendar for what is due when.
Start from a tracker
Say what you need. Get the board.
Five trackers teams build every week. Each one starts with a single sentence.
MonTueWedThuFri Wk 1
How we ship fasterBlog
Team spotlightLinkedIn
January roundupNewsletter
Wk 2Customer storyBlog
3 tips for Q1LinkedIn
Product updateNewsletter
Wk 3Buyer’s guideBlog
Behind the scenesLinkedIn
Webinar inviteNewsletter
BlogLinkedInNewsletter
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HeyLevoMarketingARJUN · MARKETINGCreate a content plan for Q1 with 3 posts a week.
Your Q1 plan is on the calendar:
- Created a content tracker: Idea → Draft → Review → Scheduledboard
- Added 39 post slots, Mon, Wed and Fri for 13 weekscalendar
- Added fields for channel, owner and due datefields
- Opened it in Calendar viewview
Q1 content plan ready39 posts across 13 weeks · owners next
Applied 24
Sara L.SDR · careers form
Aarav S.AE · referral
Mia K.SDR · careers form
Interview 12
Neha K.AE · round 2, Wed
Jordan P.SDR · round 1, Tue
Offer 6
Rohan M.AE · starts 1st
HeyLevoHRSAM · PEOPLE OPSSet up hiring for 3 sales roles. Pull in everyone from the careers form.
Your hiring board is ready:
- Created a tracker with Applied → Interview → Offerboard
- Linked the careers form to the Applied columnform
- Brought in 42 applicants across 3 rolesimport
- Put every interview on the team calendarcalendar
Hiring tracker ready42 candidates · new applicants land in Applied
ITIshaan T.Sales · Mumbai
EREmma R.Support · Remote
KJKabir J.Ops · Pune
NPNoah P.Marketing · Austin
HeyLevoHRSAM · PEOPLE OPSBuild onboarding for the 4 people who start Monday.
Each new joiner has a card:
- Created one card per new joinercards
- Added a 14-step checklist to each cardtemplate
- Assigned IT, HR and manager tasksowners
- Spread due dates across their first 2 weekscalendar
4 onboarding cards ready56 tasks, each with an owner and a date
Requested 5
Office cleaningOwner: Dev
Event AV partnerOwner: Leah
In review 4
Payroll softwareRenews 18 FebDue soon
Courier partnerRenews 2 Apr
Signed 9
Laptop leasingRenews Nov
Cloud hostingRenews Aug
Travel deskRenews Jun
HeyLevoOperationsDEV · OPERATIONSTrack our 18 vendors: contract status, renewal date and owner.
Your vendors are on one board:
- Imported 18 vendors from your CSVimport
- Added fields for status, renewal date, owner and valuefields
- Grouped the board by contract statusboard
- Put every renewal on the calendarcalendar
Vendor tracker ready1 renewal due this month · owner tagged
MonTueWedThuFri Wk −2
Final pricingSales
Demo videoMarketing
Help docsSupport
Wk −1Press kitMarketing
Sales trainingSales
Customer emailMarketing
LaunchLaunch dayEveryone
WebinarMarketing
Follow-upsSales
MarketingSalesSupport
HeyLevoMarketingARJUN · MARKETINGPlan our product launch. Work back from launch day, 3 weeks out.
Your launch plan works back from the date:
- Created a launch plan with 24 tasksboard
- Scheduled each task back from launch daycalendar
- Assigned owners in marketing, sales and supportowners
- Saved a view of what is due this weekview
Launch plan ready24 tasks · 3 teams · 1 date
Use cases
Every team has a tracker it hates updating.
Here is what people ask for, and what they get back.
Plan Q1 content: 3 posts a week across the blog and LinkedIn.
39 post slots on the calendar, colour-coded by channel
Owner and due date on every post
Create a hiring tracker for 3 sales roles.
Stages from Applied to Interview to Offer
The careers form drops new applicants into Applied
Onboard the 4 people who start on Monday.
One card per person with a 14-step checklist
IT, HR and manager tasks assigned with dates
Track vendor contracts and show me what renews this quarter.
18 vendors imported from a CSV
Renewals on the calendar, each with an owner
Set up a newsletter and press calendar for the year.
12 issues and 4 press windows scheduled
A review stage before anything goes out
Prep our trade show: booth, travel, collateral and follow-ups.
22 tasks grouped by owner
Everything due before day one is on the calendar
Ask, don’t click
Update the board by saying what happened.
No dragging forty cards after every interview round. Tell HeyLevo what changed and it moves the work for you.
- Create a tracker from one sentence
- Move many cards at once, by any field
- Ask what is stuck, late or due this week
HeyLevo17:05SAM · PEOPLE OPSMove everyone who passed round 2 to Offer. Remind me Friday about the rest.
Done. Your hiring board is up to date:
- Found 4 candidates marked “Passed round 2”filter
- Moved them from Interview to Offerboard
- Added a Friday 10:00 reminder for the other 6remind
4 moved to OfferKanban, cards and calendar all updated
SAM · PEOPLE OPSWhat’s stuck?
3 cards have not moved in 7 days. All three are waiting on interview feedback.
Saved view: Stuck for 7+ days3 cards · open it any time from the board
Same data everywhere
Built on collections, so nothing gets copied.
Every tracker sits on a collection: your own fields, filled by forms, imports or people. Change a card in one view and every view shows it.
- Custom fields: text, select, status, date and more
- Forms write straight into the tracker
- CSV import and export, whenever you like
CandidatesCollection
| Nametext | Roleselect | Stagestatus | Interviewdate |
|---|---|---|---|
| Lena Ortiz | SDR | Applied | Not set |
| Priya N. | Sales lead | Offer | Thu 12 |
| Neha K. | AE | Interview | Wed 11 |
| Maya R. | SDR | Applied | Tue 10 |
KanbanApplied · 3Applied · 4
Cards7 cards8 cards
Calendar7 this week1 to schedule
Import CSVExport CSV
Everything in one tracker
Small tools. Big relief.
Kanban boards
See every stage at a glance and move work forward.
Card view
The full picture of every item: owner, stage, dates and notes.
Calendar view
Interviews, posts and renewals on the day they are due.
Custom fields
Track exactly what your team needs, not what a template guessed.
Forms that fill the board
Applications, requests and sign-ups land as new cards.
CSV import and export
Bring your spreadsheet in. Take your data out any time.
Our hiring sheet had 14 tabs. Now it’s one board.Customer nameRole, Company
Pricing
Start tracking today, free.
Operations is free to start. Add your team, your trackers and your data when you are ready.
Starts atFree
See pricingFAQ
Questions, answered.
What can I track with HeyLevo Operations?
Anything with a stage, an owner or a date. Teams use it most for content plans, hiring trackers, onboarding trackers, vendor contracts and launch plans.
Can I switch between Kanban, Card and Calendar views?
Yes. Every tracker has all three views. They show the same data, so a change in one view appears in the others straight away.
Can I bring in my existing spreadsheet?
Yes. Import a CSV to create or fill a tracker, and export any tracker as a CSV whenever you need it.
Can a form add items to a tracker?
Yes. Trackers are built on collections, and forms write into collections. Each submission, such as a job application, appears as a new card.
How much does Operations cost?
Operations is free to start. See the pricing page for team plans.
Works even better with
Same data. More done.
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Trackers run on the same collections as your website and app content. Model it once.
Explore AI CMSOn-the-go AI CRM
Leads and follow-ups in the CRM. The work that follows a deal on a board.
Explore AI CRMEvent Platform
Plan the event on a board. Sell tickets and check guests in on the Event Platform.
Explore Event PlatformGet your day back.
Hand the busywork to HeyLevo. Keep the work only you can do.
A 30-minute walkthrough, built around your team's workflows.
Made with Levo