Boards
  • Benefits
  • Features
    • Form Submissions to Tasks
    • Workflows to Tasks
    • AI Conversations to Tasks
    • Orders to Tasks
    • Sign Documents to Tasks
  • Solutions
  • Templates
    • Story
    • Help Guide
    • Live Launch Event
    • FAQ
  • Pricing
  • Get Started Now — It’s Free!
Board Templates
Sales & CRM
Trending Templates
Call Notes TemplateSales Tracker TemplateVendor Tracking TemplateSales Pipeline TemplateCustomer Onboarding TemplateFundraising Pipeline Template
Trending Categories
Freelancers & Solo ProfessionalsAdministrative & Office Management TeamsCustomer Support & Success TeamsFinance & Accounting TeamsOperations & Logistics TeamsHR & Recruiting Teams

Customer Training & Education Program Tracker Template

Trending Templates
Call Notes TemplateSales Tracker TemplateVendor Tracking TemplateSales Pipeline TemplateCustomer Onboarding TemplateFundraising Pipeline Template
Trending Categories
Freelancers & Solo ProfessionalsAdministrative & Office Management TeamsCustomer Support & Success TeamsFinance & Accounting TeamsOperations & Logistics TeamsHR & Recruiting Teams
Board Templates
Sales & CRM

Customer Training & Education Program Tracker Template

Manage your training programs effectively with Jotform's Customer Training & Education Program Tracker Template. Track feedback, evaluate effectiveness, and collaborate with your team using this customizable board template.

Categories
  • Go to Category: Sales & CRM
  • Go to Category: Customer Success
  • Go to Category: Technology & Startups
  • Go to Category: Professional Services
  • Go to Category: Customer Support & Success Teams
Customer Training & Education Program Tracker Template
About this template

The Customer Training & Education Program Tracker Template is an essential board template designed for organizations looking to manage and enhance their training programs effectively. Ideal for training coordinators and customer success teams, this template allows users to track feedback, evaluate training effectiveness, and implement improvements based on participant insights. With features such as priority settings and due dates, you can ensure that all training-related tasks are organized and completed on time.


Utilizing Jotform Boards, you can streamline your online task management by connecting forms to your board, turning submissions into actionable tasks. This digital collaboration tool offers a Kanban board with a drag-and-drop interface, making it easy to manage tasks, share boards with team members, and communicate through comments. Customize your boards to fit your organization’s unique training processes and enhance workflow automation, ensuring that your training programs are always a step ahead.

Categories
  • Go to Category: Sales & CRM
  • Go to Category: Customer Success
  • Go to Category: Technology & Startups
  • Go to Category: Professional Services
  • Go to Category: Customer Support & Success Teams
Details
4 Clone
Created by
Jotform

Connected Forms

This board collects and interacts with data from the forms shown here. You can customize, remove, or add connected forms from the Boards interface.

Preview:

Training Effectiveness Evaluation Form

View Template

Customer Training & Education Program Tracker Template FAQs

1) What is this Customer Training & Education Program Tracker Template used for?

This template helps organizations manage their training programs by tracking feedback, evaluating training effectiveness, and implementing improvements based on participant insights.

2) What should be included in a Customer Training & Education Program Tracker Template?

The template should include tasks related to feedback analysis, evaluation results compilation, follow-up meetings, improvement plans, and communication with participants.

3) When to use a Customer Training & Education Program Tracker Template?

Use this template during and after training programs to ensure that feedback is collected, evaluations are conducted, and improvements are planned for future sessions.

4) Who can use a Customer Training & Education Program Tracker Template?

Training coordinators, customer success teams, and any professionals involved in organizing and evaluating training programs can benefit from this template.

5) What are the benefits of using a Customer Training & Education Program Tracker Template?

This template enhances organization, allows for effective tracking of tasks, and facilitates collaboration among team members, ultimately leading to improved training outcomes.

6) Can I assign tasks to specific team members?

Yes, you can assign tasks to individual team members, ensuring clear ownership and accountability for each aspect of the training program.

7) How do I track the progress of tasks on this board?

You can monitor the status of each task using the Kanban board, moving tasks between stages such as "Backlog," "In Progress," and "Completed" to visually track progress.

8) Can I connect my forms to this board to create tasks automatically?

Yes, you can integrate your Jotform forms with the board. When a new form submission is received, it automatically creates a corresponding task, streamlining your workflow.

Related templates
Call Notes Template Thumbnail
Preview: Call Notes Template

Call Notes Template

Manage your call tasks effectively with Jotform's Call Notes Template. This customizable board helps track follow-ups, schedule meetings, and document important notes using a drag-and-drop interface.

Go to Category:Meetings & Collaboration
Preview
Sales Tracker Template Thumbnail
Preview: Sales Tracker Template

Sales Tracker Template

Track and manage your sales calls effectively with Jotform's Sales Tracker Template. Use this customizable board to organize tasks, set priorities, and collaborate with your team using a drag-and-drop interface.

Go to Category:Sales & CRM
Preview
Vendor Tracking Template Thumbnail
Preview: Vendor Tracking Template

Vendor Tracking Template

Manage vendor relationships effectively with Jotform's Vendor Tracking Template. Use this customizable board to track applications, monitor performance, and streamline the vendor management process with a drag-and-drop interface.

Go to Category:Sales & CRM
Preview
Sales Pipeline Template Thumbnail
Preview: Sales Pipeline Template

Sales Pipeline Template

Optimize your sales process with Jotform's Sales Pipeline Template. Use this customizable board to track leads, manage follow-ups, and collaborate with your team using a drag-and-drop interface.

Go to Category:Sales & CRM
Preview
Customer Onboarding Template Thumbnail
Preview: Customer Onboarding Template

Customer Onboarding Template

Streamline your client onboarding process with Jotform's Customer Onboarding Template. This customizable board helps manage tasks, track progress, and collaborate with your team using a drag-and-drop interface.

Go to Category:Sales & CRM
Preview
Fundraising Pipeline Template Thumbnail
Preview: Fundraising Pipeline Template

Fundraising Pipeline Template

Manage your fundraising efforts effectively with Jotform's Fundraising Pipeline Template. This customizable board template helps teams track donations, assign tasks, and streamline communication in a collaborative environment.

Go to Category:Sales & CRM
Preview

Jotform

  • Create a Form
  • My Workspace
  • Pricing
  • Jotform Enterprise
      • Application Forms
      • Registration Forms
      • Contact Forms
      • Feedback Forms
      • Order Forms
      • Evaluation Forms
      • Reservation Forms
      • Booking Forms
      • Request Forms
      • Government
      • Healthcare
      • Summer Camps
      • Restaurants and Groceries
      • Churches
      • Animal Shelters
      • Photography
      • Education Professionals
      • Small Businesses
      • Nonprofit Organizations
      • Creative Agencies
      • User Stories
      • How to Create a Survey
      • Data Collection Methods
      • Form Design
      • Accepting payments online
      • Creating an app without coding
      • What Is a QR Code?
      • How to Make a Website
      • How to Sell Online
      • Performance Appraisal Guide
      • Working From Home
      • All Business Guides
    • Jotform Form Builder
    • Presentation Agents NEW
    • Jotform Appointments
    • Jotform Apps
    • Jotform AI Agents
    • Jotform Boards
    • Jotform Store Builder
    • Jotform Tables
    • Jotform Inbox
    • Jotform Mobile Forms
    • Jotform Workflows
    • Jotform Report Builder
    • Jotform Smart PDF Forms
    • Jotform PDF Editor
    • Jotform Sign
    • Jotform Teams
    • Conditional Logic
    • Conversational Forms
    • Assign Forms
    • Translate Forms
    • White Labeling
    • Enable-Disable Form
    • Multiple Users
  • Tools
  • AI Tools
    • Google Forms Alternative
    • Microsoft Forms Alternative
    • Typeform Alternative
    • Formstack Alternative
    • SurveyMonkey Alternatives
    • Wufoo Alternatives
    • 123FormBuilder Alternative
    • WPForms Alternatives
    • Paperform Alternatives
    • Adobe Sign Alternatives
    • PandaDoc Alternatives
    • Docusign Alternatives
    • Jotform Alternatives

Marketplace

    • Form Templates
    • Agent Templates
    • Board Templates
    • App Templates
    • Workflow Templates
    • Table Templates
    • PDF Templates
    • Sign Templates
  • Form Themes
  • Form Widgets
    • Payment Integrations
    • All Integrations
    • Jotform for Canva

Support

  • Contact Us
  • User Guide
    • FAQ
    • Forum
    • API and Developers
    • Jotform Status
    • Jotform Books
  • Jotform Academy
  • Webinars
  • Professional Services
  • Report Abuse
  • Report Copyright Issue
  • Recover Jotform Account

Company

  • About Us
  • Media Kit
  • In the News
  • Newsletters
    • Agency Program NEW
    • Reseller Program
    • Affiliate Program
    • Jotform Partners
  • Blog

Apps

Get it on Google PlayDownload on the App StoreSalesforce available on AppExchange
4 Embarcadero Center, Suite 780, San Francisco CA 94111

© 2025 Jotform Inc. The name "Jotform" and the Jotform logo are registered trademarks of Jotform Inc.

  • Terms & Conditions
  • Privacy Policy
  • Security
  • Accessibility Statement