IT
5 Whys
The 5 Whys is a simple brainstorming tool that helps to identify the root causes of a problem. It is a great way to get everyone on the same page and focus your efforts on one key issue at a time. This template provides an easy way to get started by getting everyone thinking the same way, by asking “Why” until you narrow in on an issue or idea that you can focus your attention on.
Action Plan
Creating an action plan is an effective way to manage your projects and keep your focus directed towards your goals.
Agile Scrum Management
This template provides Agile Scrum teams a solution that standardizes delivery of software following the agile scrum methodology - from backlog grooming, sprint planning and daily standups all the way through to sprint reviews and retrospectives. Help your product, engineering, and QA teams collaborate better together.
Bug & Issue Tracking
Squashing bugs and resolving defects is no easy feat, but ClickUp is tailor-fit to help Support, Engineering, and Product teams drive better visibility and collaboration. Drive cross-functional collaboration and deliver better products, faster, through the use of automated and tailor-fit workflows, custom intake Forms, flexible views, and more!
Bug Tracking
Log and monitor errors or bugs during software development using a Bug Tracking template. With a tracking system, the development team can easily and effectively manage, evaluate and prioritize issues accordingly.
Company Home
Use this Doc as a central hub for a company's intranet. Employees can access important information, company updates, and resources all in one place. With its easy-to-use editing features and customizable layout, ClickUp Docs can streamline communication within your entire company.
Company Wiki
This wiki template helps organize important company information in one place, making content easy to search and find. It includes dedicated pages for the latest wiki updates, newsletters, and the company's mission and core values. It also offers resources like an employee handbook with holidays and the travel & expense policy, career development resources, system and tools, and more.
Contingency Plan
This template will help you draw your Contingency Plan. We offer you both list and board views to further see highlights on your plan.
Cybersecurity Action Plan
Data is typically the most valuable asset for most organizations. It is key to generating revenue, making data protection crucial to their success as a whole. This is why creating a viable cybersecurity implementation plan is important - something that this Doc template can absolutely help you with.
Data Center Project Plan
The transfer of certain assets from one data center site to another is known as a data center migration. This Data Center Project Plan template will help data migration teams to go through the data center migration process efficiently and effectively.
Decision Tree
This decision tree whiteboard is a way to map out possible outcomes of related choices and can be used either to drive informal discussion or to map out an algorithm that predicts the best choice mathematically.
Eisenhower Matrix
This template comes with a list and custom field to help you organize your tasks. If you're more of a visual thinker, we've also included a whiteboard template you can use to get your ideas "out on paper" before converting them to action items.
Eisenhower Matrix
Perfect for visual thinkers, this Whiteboard template will help you organize your tasks and get your ideas "out on paper" before converting them to action items.
Fault Tree Analysis
Prioritizing problems that cause failures will be made easier with the aid of a fault tree diagram using a Whiteboard
Feedback Form
Digital forms are a great way to collect customer feedback. Use this Feedback Form template to customize your feedback a collection and view all your feedback in one place so that you can improve your products and services.
IT Incident Report
An IT incident report is a record of an occurrence that has interfered with the regular operation of an IT system and how that issue was addressed. This task template provides a structure for developing this document.
IT Inventory
Keep track of all your software, licenses, and application availability information in this IT inventory template.
IT Project List
IT Project List provides an efficient IT project task framework for the successful delivery of a project.
IT Roadmap
An IT Roadmap is used to create and communicate strategic plans for IT initiatives for the organization. This lets you track, monitor, and share information about the impacts of the IT projects to their respective stakeholders.
IT Root Cause Analysis
This root cause analysis template will help in the consolidation of problems arising from projects and the generation of appropriate results. Contextualized in an IT project, specifically on a website, this template provides an overview of a root cause analysis pipeline which may be customized based on your liking.
IT Security
The Center for Internet Security (CIS) has a prioritized List of safeguards that help reduce cyber-attacks against systems and networks. In this template, you'll be able to reference the different CIS Controls from its latest version.
IT Service Management (ITSM)
Welcome to the IT Service Management Template in ClickUp! This template will help every IT team to manage their work, specifically around incident management, problem management, change management, simple asset management and knowledge management. You can set up your IT Service Desk within ClickUp in a few simple steps and manage all IT tickets, and so much more! Let's dive into it.
IT Skills Matrix
A skills matrix is a helpful tool for visually mapping the skills and expertise of a group of employees. Their skills are displayed on a simple grid, showing the degree of expertise in each area for each person. This gives managers and team leaders a comprehensive understanding of the skills that are present in their team.
IT Support
An IT Support Request form is used by businesses to cater to their internal IT-related requests. When your internet is down or your computer got a blue screen, just submit a request via this form, and IT will support you. This is also a good channel to manage all the requests that come in and ensure that nothing is missed.
ITSM Known Errors
ITSM Known Errors Template is a customizable template for how to respond to known errors in your system. It provides a repository of knowledge that helps you respond to errors with confidence, eliminating the frustration and guesswork.
Impact Effort Matrix
This Impact - effort matrix template is a great decision-making tool that helps assess ideas based on the level of effort required and the potential impact or benefit it can give. The user must first identify the root cause of the problem and then sort all actions based on the criteria of this tool.
Impact Effort Matrix
This impact effort matrix template is a great decision-making tool that helps assess ideas based on their level of importance and the effort required to complete them. Using a ClickUp Whiteboard helps teams prioritize items visually and collaboratively.
Knowledge Base
This template provides a framework for teams to create and organize a digital library of information. It includes sections for knowledge articles, FAQs, and resources, making it easy to store and share knowledge within a company. The example included in the template is modeled on providing a help center experience.
Priority Matrix
A priority matrix is a tool that identifies critical tasks plotted in time requirement (Urgency) and impact of task or project (importance).'
Quality Control Checklist
To make sure quality is planned for your project, use a quality control checklist. You can relax knowing that everything will be taken care of. Quality over quantity, as we often say.
Release Notes
Use ClickUp Docs to create and share release notes. This template provides an example structure that our very own ClickUp Product Teams use to share product release notes both internally and externally.
Request Form Template
Are you getting weary of handling new user-account creation requests? Utilize this form template to streamline the procedure. New user requests for your company's can all be conveniently kept track of in one organized location.
Security Control Traceability Matrix
The Security Control Traceability Matrix template offers a framework to confirm that suggested security requirements are examined through test cases. This helps ensure that no functionality is overlooked during software testing.
Server Upgrade Project Plan
Successfully implement an upgrade to your current server and migrate your database by using this Server Upgrade Project Plan.
Simple Project Management
Create tasks with ease and declutter your to-dos. This template makes it easier than ever to filter tasks by status and priority so you can stay ahead of the curve and execute on time.
Statement of Work
Ensure that the parties involved (client and service provider) are aligned with important details for the project completion which includes but not limited to: pricing, timeline, deliverables, expectations etc. A great template to use to provide an agreement between the client and the service provider.
System Requirements
Lay the groundwork for your product development efficiently with this Software Requirements Doc. List down all important aspects needed in your product development and collaborate easily with your team.
Technology Needs Analysis
Create and conduct a technology needs assessment to assess the current state of your organization’s technology infrastructure and business requirements. Determine the current and future technology needs in your organization, develop a strategy for how you will acquire, use and manage computer technology.
Technology Project Plan
Want to improve your process by implementing a technology? Well, ClickUp got you this Technology Project Plan template to help you in your journey to business improvement.
Technology Roadmap
A technological roadmap will assist organizations in choosing which technologies to invest in and how to apply them. This will enable them to carry out their vision.
Test Management
Manual Test Management with support for Test Scenarios, Test Cases and Test Runs. This template includes a "How to get started" doc to provide a catered experience on how to use this template effectively.
Traceability Matrix
A traceability matrix template is commonly used for documenting technical details of business requirements. This helps the team understand the levels of testing done to a requirement. As well as the objectives of the requirement, how to achieve these, and how to confirm if you are successfully implemented the requirement.
