Operations
Public Relations Planning
Public relations (PR) is an important aspect of marketing to maintain a positive public image of a company. Through this ClickUp Public Relations Planning Folder template, marketing teams can effectively and efficiently plan and monitor PR-related contents of their companies.
1-on-1s
Create and maintain a good working relationship between manager and employee. This template lays out roles, expectations, and how to best implement a feedback cycle.
2-2-3 Schedule
Assign teams in shifts using the 2-2-3 Schedule Template. Also known as the Panama Schedule, this template rotates 4 teams in a 28-day cycle to cover a 24/7 operations that is followed by some industries.
24 Hours Schedule
You can organize your daily task efficiently using this template! Visibility of your tasks for the day can help you be prepared for a productive day.
2x2 Priority Matrix
ClickUp provides a basic 2x2 Priority Matrix Whiteboard to help you organize your tasks according to their importance and priority level. This will assist your team or company allocate resources for the important ones.
Action Plan
Creating an action plan is an effective way to manage your projects and keep your focus directed towards your goals.
Action Priority Matrix Whiteboard
Use the Action Priority Matrix Whiteboard to prioritize tasks and maximize your time, abilities, resources, and talent most effectively.
All Hands Meeting
Company-wide meetings are vital to keeping communication open across the organization, and ensuring everyone is aligned and up to speed with individual and group targets. There's room to share information from updates to announcements about future agendas and encourage collaboration, clarity, and alignment.
Analysis Framework Whiteboard
Analysis template is a guideline in studying your competitors in the market. It has three diagrams namely Competition Diamond Canvas, Magic Quadrant and Comparison Matrix.
Analytics Report
Keeping track of your online analytics is essential to the growth and strategy of your business. Use this ClickUp Doc template to keep track of those important numbers!
Annual Calendar
Annual Calendar is a list of the activities or goals the company aspires to achieve for the whole year. It shows the target timeline and detailed activities to achieve these objectives.
Annual One Pager
Annual Report
The annual report template provides an organized way to summarize the business data for the year. Visual aids may be used to help present the statistical data.
Annual Work Plan
Starting a project without any preparation is unprofessional and will result in failure. The greatest tool for this is an Annual Work Plan template because professional management requires a process-oriented approach.
Ansoff Matrix Whiteboard
Ansoff Model assists marketers in finding chances to increase revenue for a company by creating new goods and services or "tapping into" new markets.
Asset Management
Keep track of all of your equipment/asset details in one convenient location. Maintain records including condition, repair cost, purchase date, order value, and much more!
Audit Plan
Preparing for an audit in your company? Use this ClickUp Audit Plan template to help you build a plan for your auditing needs.
Audit Policy
Audit policy doc serves as a basis of the standardized audit procedure and provides a centralized file location for audit policies, guidelines, and practices.
BCG Matrix Whiteboard
Strategic decision-making is a critical step in every business. It can be faster and easier being visualized. Decide which products have high or low growth and market share, compare brands and products, predict outcomes, and assess competitors' standings!
Backward Planning Whiteboard
Achieve your goals using ClickUp's Backwards Planning Template. Layout your plan efficiently and visualize the timeline for each task to reach your goal. This template will ensure that a project is attainable and feasible and will ensure that it will miss no deadline.
Balanced Scorecard
The framework strives to strike a balance between strategic and financial progress, giving decision-makers a more complete picture of an organization's performance. With the use of the balanced scorecard system, businesses may link strategic planning with operational management.
Balanced Scorecard
Need a framework for strategic planning and management? Use a balanced scorecard (BSC). Organizations can use it to prioritize tasks and projects, communicate their goals, track their progress toward strategic goals, and link workers' daily work to the organization's overarching plan of action. The framework strives to strike a balance between strategic and financial progress, giving decision-makers a more complete picture of an organization's performance. With the use of the balanced scorecard system, businesses may link strategic planning with operational management.
Bar Graph Whiteboard
This Bar Graph Whiteboard Template allows you to compare quantitative data sets and categories visually. The use of the horizontal double bar graph allows for the visual comparison of two data sets.
Board Meeting Agenda
This Board Meeting Agenda Template serves as an outline to focus on and quickly address the key issues and ensure everyone is on the same page about what needs to be done. This agenda also communicates the agenda items to those present and absent from the meeting, which may be held weekly, monthly, quarterly, or semi-annually.
Board Minutes
Board Minutes Template is a corporate record where the details of the board meeting are indicated including the agenda, attendees, and action items.
Board of Directors Meeting Minutes Template
Create and maintain structure with this simplified Board of Directors Meeting Minutes Template. Record and tag your attendees, take detailed notes for each agenda, and organize agenda action items!
Book of Record Business
A Book of Record is a collection of important records that is necessary to keep by an organization. This ClickUp Book of Record Business template contains all the necessary business records that need to be accounted for by a company.
Book of Work
A Book of Work allows an overview of effort and budget demand of projects for a specific period of time. With this, ClickUp got this document template to help managers create a structured book of work for their company.
Break Even Analysis
Breakeven is one efficient way to monitor a business's financial status. This is specifically to calculate at which level of revenue amount there is a zero profit.
Bubble Map
Have you ever found yourself stuck trying to solve a complex problem or overwhelmed with countless tasks? The bubble map is an incredibly useful tool to visually illustrate how different ideas, concepts, and components connect and overlap. Not only does this system provide clarity when grappling with disparate information sources, but it can also be used as an effective way to see patterns or trends that may otherwise go unnoticed.
Budget Proposal
The expected expenditures for a future project are outlined in a budget proposal in order to obtain funding from project stakeholders. The cost components connected to your project are broken down in your budget proposal. This demonstrates to stakeholders the advantages and/or disadvantages of participating.
Business Annual Report
Present what has happened in your company in a professional and visually-appealing way using this Business Report Template!
Business Audit Doc
Auditing is an essential process for organizations to ensure compliance with business requirements. With this, ClickUp provides this customizable template which contains the necessary features to conduct the business auditing process with ease.
Business Brainstorming
Business Brainstorming template is a visual tool that will help users sort or categorize business ideas into four major concepts: What you love, What you know, What the world needs, What people will pay for.
Business Budget
Having a well-managed budget and a simple budget tracker allows business owners and staff to concentrate on running the firm rather than worrying about paying the expenses. ClickUp's Business Budget Template gives you a creative and user-friendly way to track your budget.
Business Calendar
Keep your work events on track with this Calendar Template. May it be a small or big event as long, you can have it all recorded in one place.
Business Case Analysis
Looking for a simple way to present your business case? Worry no more as ClickUp got you this Simple Business Case Analysis template to help you with your project needs.
Business Continuity Plan
When your business experiences an unexpected disruption, a clear and comprehensive preventative business continuity plan can help you keep operations running smoothly and efficiently.
Business Contract Sample
A Business Contract is a binding contract between a purchaser and a vendor. Businesses of all sizes and individuals can use this template in ClickUp to facilitate transactions of all kinds.
Business Impact Analysis
The Business Impact Analysis (BIA) Template identifies and prioritizes system components by linking them to the mission/business process(es) the system serves and describing the impact if the system were unavailable.
Business Introduction Email
Customized emails are a great method to introduce yourself and your company. Writing an effective email makes a good first impression - it sets the tone and can determine if your potential relationship starts out on the right foot.
Business Launch
Still not ready for the launch of your new business? Good news, ClickUp got you this document template to help your business get ready for success!
Business Model Canvas
Business Model Canvas is a visual management tool that helps you develop a new business model. It consists of nine segments that need to be filled out to create a business model structure.
Business Plan Document
This business plan template contains all the necessary information to be identified when starting a business venture. Fill up all the required fields to visualize your business plan.
Business Proposal
A business proposal is critical for the success of the sale. Gone are the days of pen and paper, with the ClickUp Business Proposal Template it's easier than ever to create proposals that stand out.
Business Roadmap
Visualize the objectives and strategies of the company and the initiatives or new features to achieve the business goals using an easy-to-use Business Roadmap template.
Business Travel Itinerary
Business travel itineraries are a good way to effectively manage a business trip and can help people keep all pertinent information at hand where they can notate their travel dates, hotel information, flight number, and other important information. Here is a business travel itinerary template that streamlines the travel planning process and establishes a consistent standard itinerary that you can use again and again.
Buy vs Build Analysis
Buy vs Build Analysis is a decision management tool that aims to provide the best and the most optimized approach for technical needs and complex problems.
Cause and Effect Whiteboard
The Cause and Effect Diagram is a visual tool that helps the user to understand the root causes of the problem. It categorizes the root cause based on the leading reason that will ultimately result in the effect. Use this Whiteboard template to build out your diagram and gain future insight.
Cause and Effect Whiteboard
The Cause and Effect Diagram is a visual tool that helps the user to understand the root causes of the problem. It categorizes the root cause based on the leading reason that will ultimately result in the effect. Use this Whiteboard template to build out your diagram and gain future insight.
Change Management Plan
Are you ready to make big changes in your organization, but don't know where to begin? Change management can be an intimidating process; there are so many different pieces of the puzzle from monitoring stakeholders and developing plans of action to implementing protocols and tracking progress. It's all too easy to get overwhelmed when tackling larger initiatives with a broad impact. Yet the potential benefits—such as increased efficiency, improved morale, and greater success— mean that having a solid change management plan is key for any organization seeking sustained growth. Read on to learn what goes into an effective change management plan and explore how you can use one to maximize successful outcomes as your organization transitions between phases. Plus, you'll see how technology solutions such as the change management plan template in ClickUp can make the process even more efficient and effective!
Church Meeting Minutes Template
Client Success Collaboration
Guide your team to a smooth transition from sales, client onboarding, to production. This template will provide a clear path and align your Sales and Production teams, ensuring a great customer experience.
Close the Loop
Closing the loop with the customer is an important part of managing customer feedback. It's equally important to close the loop internally within the organization. This task template provides an effective structure for managers to close the loop with the customer, team/team members, and leadership.
Committee Meeting Agenda
Committee meetings are very important to keep your team aligned and updated with what's happening within your committee. This task template helps in making a structured committee meeting to ensure smooth discussion between each meeting agenda.
Committee Report
Use this Committee Report Template to communicate your objectives, and accomplishments and make comprehensive recommendations to the board.
Communication Matrix Report
A communication matrix is a convenient approach to keep important players informed. It includes information on the project's owners, goals, and etc.
Communication Plan
Create a comprehensive project communication plan by using this Doc to help easily plan out your business messaging strategy.
Company Event
This template will support employers looking to put on a specialty Company event for their employees as part of team-building. This event uses the example of a Wings Eating challenge based on the show "Hot Wings" but can be applied to any time type of special event.
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 OKRs and Goals
ClickUp's flexible structure allows your company to build out company, department, and even team goals. All rolling up to the over-arching objective! Various views allow you to filter through areas within your company and team.
Company Overview
At the core of every company is a decision-making process. But most of the time, employees don't know what's happening in other departments. We bridge that gap by empowering employees with a single hub for everything happening in the company. Employees can get a bird's eye view of all projects and initiatives being made, and find out more about the details anytime.
Company Processes Document
Outline your processes in a clear, easy-to-understand way. Included are process purpose, roles and responsibilities, and the procedure key points.
Company Swag Orders
Pens, magnets, backpacks, water bottles, key chains, you name it! ClickUp makes it easy to organize your swag orders, track shipments, store designs, and see the pipeline at a high level.
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.
Compliance Project Plan
Plan and manage project compliance using the Compliance Project Plan Template. Identify and assess compliance requirements, measure your compliance program, and take action in order to correct noncompliance.
Concept Map
Connect your ideas with related concepts or information and visualize how all the elements are connected to one another to achieve your business goals. Figure out which structure works best for you as you customize your own concept map with this template. Give this a try, and let your creative juices flow.
Conference Agenda
A well-organized event leads to a successful conference.
Construction Daily Report
In the world of the construction business, keeping track of all the activities happening is essential. Every step should have a daily record to keep the project rolling. Use this Construction Daily Report Template to track your daily progress for easy organization and planning.
Construction Meeting Minutes Template Doc
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.
Contract Management
Use this management contract template to ensure that all your contracts are stored in one place!
Corporate Succession Planning
This Corporate Succession Planning template will help you identify the people who have the abilities and potential to fill these upcoming responsibilities as well as the staffing demands in the future.
Create Process Efficiently
Create Process Efficiently Template ensures process optimization by preventing and eliminating process wastes such as lead time, additional motion and such!
Credit Memo
Create your own Credit Memo using this ClickUp Doc template.
Criteria Matrix Interior Design
Criteria Matrix Interior Design helps you have an objective overview of the structure design. This particularly helps find the best places for each room of your structure without compromising their requirements!
Cross Functional Project Plan
This cross-functional project plan template will provide a seamless delivery structure for your projects!
Cub Scout Committee Meeting Minutes Template
Customer Problem Statement
There can be a number of reasons why your product or service could fail so it is imperative to take time to consider your current customer's situation and condition. This Customer Problem Statement is a critical component of your project's statement of purpose. This will help you focus, keep the team on track, and confirm that the team delivered an appropriate solution that addresses the needs of your target customer.
Daily Briefing
The Daily Briefing Task allows team members to leave a comment providing a quick update on their project progress, roadblocks, and priorities — giving leadership a one stop shop to keep track of individual contributions and celebrate successes and achievements.
Daily Method of Operation
What you don't measure does not grow. As a business novice, it may be difficult to navigate what to do from day to day. Use ClickUp's Daily Method of Operation Template to improve your productivity, scale your business, and reach your business goals.
Daily Report
Using the Daily Report Template from ClickUp, you can stay updated on each team member's daily progress. This can assist in keeping track of whether all tasks are completed on schedule or if there are delays holding up the project.
Decision Log
This is a Decision Log Whiteboard Template that helps you make smarter, informed decisions for your approval, technical and process related changes. The template includes 👇 * Decision Category * Decision Detail * Person responsible * Decision due date * Comments We have added some sample columns for you to get started! Feel free to make them your own! 🥳
Decision Making Framework Document
Create a study of anything that you'd like to implement by using this decision-making framework document template!
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.
Delegation of Authority Matrix
This ClickUp Delegation of Authority Matrix template is equipped with the necessary custom fields and views to help business teams delegate authorization to each team member.
Deliverables
Projects are no joke, and you know it. Keeping track of all the deliverables, deadlines, and statuses can be tough. But now, you can stop worrying about organizing your project's deliverables and deadlines with this simple, customizable project deliverables checklist template.
Digital Product Checklist
Create and implement your digital product from start to finish. This simplified doc includes a design checklist, product packaging checklist, and selling plan checklist.
Digital Transformation Strategy and Plan
Digital Transformation Strategy and Plan helps improve your digital transformation efficiently and successfully by following the step-by-step tasks in the template.
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.
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.
Employee & Manager 1-on-1
Weekly 1-on-1 meetings are a great way for employees and their managers to keep an open line of communication to discuss an employee's career goals, project updates, challenges, life in general, and more. This task template provides a way for employees and managers to take notes and capture a history of discussions, in a recurring task.
Employee Communication Template
Create a safe and effective place for internal communication with the Employee Intranet Solution Template! This template's structure supports project communication in a consistent and clear environment. It outlines the communication process through different methods, on different types of work items.
Employee Handbook
This isn’t your typical Employee Handbook. Not only does this template provide detailed, fill-in-the-blank content, but it also provides insight into how to sprinkle in a bit of character!
Employee Handbook (Advanced)
Need a one-stop shop for everything your employees need to know in your company? Use this handbook template for your new and current hires!
Employee Handbook Template for Family Practice
Employee Handbook Template for HVAC Company
Employee Handbook Template for Non Profit
Employee Handbook Template for Veterinary Clinic
Employee Handbook for Contractors Template Download
Employee Manual
Starting a company with no training manual or employee guidance? Quickly and easily create one with ClickUp Docs, this template is a quick study to cover the processes you establish!
Employee Onboarding
Align you and your team with the new employee onboarding process. Includes details for handling the first day, first week, and first 90 days of onboarding!
Employee Preschool Handbook Template for Free
Employee Workload Template
Struggling to decide whether you can take on more work or new projects? Efficiently manage your team workload and plan upcoming projects by allocating the capacity of your team members on a weekly basis. With this template, you can visually see how much work is assigned to individual contributors as well as each of your teams. Whether you use time estimates, task volume, sprint points, or custom fields, workload monitoring has never been this easy.
Entity Relationship Diagram
Entity Relationship Diagram or ERD whiteboard template provides you with a structure to use in building your relational database and to visualize the relationship among different entities.
Event Budget
Event planning consists of budgeting, establishing target due dates, choosing, reserving the event sites, and more. This template will help you manage these things with ease.
Event Planning
Plan, organize, and execute multiple events effortlessly. From booking venues and catering to managing guests and budgets, we've got you covered!
Event Planning & Collaboration
Event planning templates are at the heart of every event planning team's success! Any planner knows that events require a lot of moving parts. Starting out with a ready-made template streamlines your process, from organizing venue information and budgets all the way to curating the guest list and tracking attendance!
Event Planning Document
Event planning templates are at the heart of every event planning team's success! Any planner knows that events require a lot of moving parts; starting out with a ready-made template streamlines your process, from organizing venue information and budgets all the way to curating the guest list and tracking attendance!
Event SignUp Form
Got any upcoming events? Smartly prepare for the event and get to know the prospective guests and registrants by compiling their necessary information using this Signup Form Template!
Event Timeline Task
Planning an event is hard enough, but trying to keep track of all the moving pieces can feel impossible. Without a timeline or checklist, you're likely to forget something important and your event will be a disaster. We've created this template to help you manage your event timeline.
Events Planning
See a high-level overview of your event including venue details, catering information, entertainment specifics, and more. Plus, stay organized with checklists to ensure a smooth event!
Executive Memo
A memorandum is written communication used in a professional setting. These messages are typically concise and made to be quickly understood to effectively convey crucial information.
Executive Summary
An Executive Summary is an essential component of your business plan. With the right format, you can convey all the necessary information in a few sentences using a Whiteboard
Facility Management
Keep track of your facilities and their condition along with important details including maintenance dates, costs, location, attachments, and more! With Docs, you can even create a directory with images and facility contacts.
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.
Fishbone Diagram
A fishbone diagram also know as Ishikawa diagram is an example of a cause analysis tool that provides the user a visual on the root causes of an identified problem. It is usually categorized into Man, Machine, Method and Material but other main categories can be indicated depending on the need of the analysis.
Fleet Management
Track your vehicle and fleet information in a visually appealing template that can be customized to match your company's branding.
Free Employee Handbook Template for Church
Free Employee Handbook Template for Janitorial
Fun Meeting Agenda
It is important to encourage fun meetings within an organization to ensure that your employees do not only work from 8 to 5 but are also enjoying their work! Ensure productivity and a healthy workplace for everyone by using this Fun Meeting Agenda during your meetings.
Go To Market Strategy Communication
A go-to-market strategy (GTM strategy) is an action plan that specifies how a company will reach target customers and achieve competitive advantage.
Goals Signals Measures
Use this Doc template to set goals that will help you stay focused on the most important initiatives, identify signals that show you are headed in the right direction, and decide on measures that act as quantifiable key performance indicators of your project success.
Governance Plan
Create a reference for the company's policies and procedures when accessing an IT resource using the Governance Plan Template. Ensure an effective and efficient use of information technology in order to deliver value to the business.
Grand Strategy Matrix Whiteboard
Grand Strategy Matrix has several strategic options available in each of the four quadrants, and the framework is meant to help you assess the route your organization might go.
Growth Experiments Whiteboard
A Growth Experiment is a methodical way to test a business expansion plan.
HOA Board Meeting Minutes Template
HR SOP
Having troubles creating a process for the management of your personnel? This HR SOP whiteboard template aims to help you organize and establish your HR's to-dos, ensuring that your company staff is well-trained and motivated!
Home Inspection Report
Use this home inspection report to analyze houses and then to capture the details about the home's present state and any problems with important systems that needs renovation.
HubSpot - HubSpot for Startups: Automation
This task template provides a process checklist designed to help startups set up automation in HubSpot, from workflows to automated emails, and more.
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.
Impact Mapping Whiteboard
Achieve your business goals by outlining your action plan using ClickUp's Impact Mapping Template.
Impact Report
An organization's Impact Report accurately demonstrates the impact of a program or investment. It is a statement of their theory of action manifesto that explains the present impact state and is built around impact dimensions.
Incident Response Report
Get a quick access to your incident response reports in one place. Create your incident response template without any technical skills and get it re-purposed for future use.
Internal Audit Checklist
This template aims to strengthen customer and worker protection by ensuring quality work standards and workplace safety.
Internal Audit Form
Internal Audit Form is a summarized list of business checklists to be considered in daily operations. Conducting internal audits regularly ensures smooth and efficient operations and prevents possible risks and hazards in the workplace.
Internal Communication Strategy and Action Plan
The Internal Communication Strategy and Action Plan helps you get your message across with clarity. This template builds bridges between the top-line and bottom-line, the C-suite, and the whole team!
Inventory
Keep track of your inventory, including ordering, payments, and vendors. Eliminate bottlenecks in your business due to missing materials.
Inventory Management
Keep track of stock, re-orders, order statuses, vendors, costs, and more! With your inventory details stored in one convenient location, you won't have to worry about tracking down supplies or double ordering again.
Issue Management
Issues are risks that weren't mitigated and happened in actuality. This is why managing issues is very important in an organization and/or project management. This ClickUp Issue Management template is equipped with views and custom fields to help Project Managers and/or Operation Managers address issues effectively and efficiently.
Job Safety Analysis
Knowing the responsible team for each task and listing down the countermeasures for possible risks has never been this easy.Ensure everyone's safety with the help of this template.
KPI
Key Performance Indicator (KPI) template enables you and your team to keep track of success metrics that will help you achieve your team's Objectives and Key Results.
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.
LLC Annual Meeting Minutes Template
Leader Standard Work
Effective leader must organize their week in advance and be on top of their responsibilities. With this Leader Standard Work Whiteboard template, create the best-structured schedule possible for your upcoming week!
Leadership Meeting Agenda
Use this Doc template to run a smooth leadership meeting. This agenda includes topics for highlighting achievements, metrics, future milestones, potential roadblocks, staff updates, and more.
Leadership Team Health Monitor
When you are too focused on achieving the shared goals of your organization while taking care of your people, your leaders' well-being can easily be overlooked. It's important that you and your leadership team take time to check how everyone's doing, in relation to key areas that you have set out in the beginning. To keep tabs on your team's health, use this ClickUp Doc template.
Lean Business Plan
Want to keep track of your business plan steps without getting any resources to waste? Take a look at this Lean Business Plan that ClickUp has stored for you!
Lean Canvas
Lean canvass aims to assist in breaking down a company idea into its most important and dangerous assumptions. This template is especially helpful for start-ups.
Level 10 Meeting™
Use the Level 10 Meeting™ template to enhance your team's effectiveness and facilitate well-organized, idea-rich discussions during meetings. Created by the Entrepreneurial Operating System, as a part of their toolkit for business growth, Level 10 Meetings™ are now used by over 100,000 companies.
Management Action Plan
Are you looking for a management tool that will help you outline all your action plans to achieve your goals? This Management Action Plan is for you!
Manager Log
Manager log template enables you to record change as it occurs and follow it throughout the project until the problem it addresses has been resolved.
Marketing Team Operations
It takes a lot to run a stellar marketing team. This template can help you get started with setting up your operations in ClickUp. It includes creating team OKRs, supporting career development of your team members, onboarding new team members, and example docs for defining your marketing processes.
Matrix Whiteboard
ClickUp's Matrix Template is a useful tool to strategize your decision-making with regard to a specific concept or problem. This can be used to gain a deeper understanding of a concept or an idea by considering two factors or attributes. This template is customizable to your preference.
Meet the Team
This template aims to provide a quick way to introduce the team members of the company/entity and includes some assets that can be used.
Meeting Minutes
Create and maintain structure with this simplified Meeting Minutes template. Record and tag your attendees, take detailed meeting notes for each agenda item, and organize action items!
Meeting Note Style
The purpose of this Doc is to serve as a way to document all event meeting notes, key takeaways and action items.
Meeting Notes
This template keeps your team's discussions on track with meeting guidelines and structures for capturing an agenda, notes, and action items. Whether it's for a detailed weekly team meeting or a quick daily standup, this template makes sure every meeting is productive and well-documented.
Meeting Tracker
We love keeping track of meetings and meeting minutes in docs, but sometimes it can be helpful to keep track of key meetings in a List to facilitate planning and preparation. It can also provide a view of the number of recurring meetings a team has to make sure the meetings that are being held are critical and efficient. Use this template to track meetings like Quarterly Business Reviews, 1-on-1s, team member birthday celebrations, and more!
Membership Directory with Photos
Using a membership director to keep track of names, addresses, phone numbers, and other details in your organization is made easy by using this ClickUp Template!
Membership Strategy
Crafting an effective Membership Strategy is an ongoing project that requires consistent effort. It's important to create a plan that provides members with ongoing opportunities to participate while also delivering ongoing value to them.
Monthly Business Status Report
A monthly status report is a document that aims to update the supervisor on the plans and activities of the team member of a specific project. This document is useful as a source of information for yearly performance reviews.
Monthly Schedule
Want to see the tasks you have to do in a month? This ClickUp Monthly Schedule template is equipped with views and custom fields to help you keep track of your schedule for the month.
Moves Management
Moves Management template helps you widen your prospective donors and build a relationship with your current sponsors.
Moving Checklist
This List is meant to provide a quick checklist of the things to do and things to check when you are moving from one place to another. Ensure that no important item will be left and that the movement will be smooth.
New User Onboarding
This template is a guide designed to facilitate a smooth onboarding experience for new users into ClickUp - including Workspace navigation, proficiency in tasks, how to collaborate with your team, and how to manage and find your work. This guide aligns with the ClickUp for Beginners learning path in ClickUp University.
Non-Profit Annual Report
The end of the fiscal year is a reminder that reporting season is set to start for many nonprofits. Nonprofit annual reports are crucial documents to help your organization summarize their accomplishments future endeavors. This ClickUp Doc template will guide you to produce a clear and successful report.
Non-Profit Event Planning
This task template highlights the series of steps to take in order to host a nonprofit event.
Non-Profit SOP
This ClickUp Doc helps you establish a comprehensive plan for nonprofit project execution.
Nonprofit Board Meeting Minutes Template
Nursing Concept Whiteboard Map
Use this Whiteboard Nursing concept map to help organize data, pinpoint patient issues, and depict various healthcare procedures.
OKR Framework
Instill accountability in the team through an effective goal-setting tool like this OKR Framework template!
OKRs
The OKR Folder template is a comprehensive planning tool designed to help individuals and teams set and achieve their goals. A Planning Cadence outlines the basic structure for OKR development, and OKR Lists breakdown goals and monitor progress to help teams stay on track throughout the year.
OSHA Safety Committee Meeting Minutes Template
Office Inventory
Oversee your office inventory in one easy location, whether it's keeping tabs on laptops, keys, or upcoming snack orders for the team!
Office Space Management
Manage your office space more efficiently. See at a glance what rooms are booked and available. You'll never have to worry about double bookings again!
Office Supplies Inventory
Keep track of your office needs using this template that ClickUp has stored for you! Prevent possible delays and bottlenecks when you have an overview of your current supplies inventory and office items to be ordered.
Offsite Meeting Agenda
An offsite meeting agenda can help you get the most out of your meeting and make it more productive by breaking it down into specific topics. Use this template to start meeting planning, get everyone on the same page, and ensure everyone comes prepared in a new meeting setup.
One-on-one Meeting
Conducting One-on-One meetings is a great way to keep your team members engaged. This task template is composed of one-on-one meeting agendas for different purposes for the utilization of the management team.
Operations Meeting Minutes Template
Order Fulfillment
Know exactly what's going on with your inventory at any given time. This way, you'll never delay shipments, and you'll be confident knowing the exact status of every order.
Organizational Chart Whiteboard
An organizational chart is a visual tool that shows the structure of an organization in terms of its resources. It represents the individual function, job description and responsibility.
Out of Office Coverage Plan
Ever had tedious processes in evaluating your team's leave requests? How about trying this Out of Office Coverage Plan? Manage all incoming leave requests on one platform, and have an overview of your entire team's out-of-office schedule with this ready-to-use template.
PESTLE Analysis
Using the ClickUp PESTLE Analysis template is a great way to prepare for any losses, prevent risks, understand your business capabilities, and more. Equip your business with thorough and comprehensive planning and strategy.
PTA Meeting Minutes Template
Partnership Meeting Minutes Template
Pert Chart
The PERT (Program Evaluation Review Technique) Chart Whiteboard Template helps you plan and visualise your processes for your project. The template includes sample process actions, including the start date, duration and end date. This template helps you stay on track for your project and collaborate with stakeholders.
Plan of Record
Use ClickUp's Plan of Record template to capture your business objectives, objective details, success metrics, and target timeline in one digital document.
Planning Document
A Project Basics Plan helps establish the foundations of the project to ensure that fewer risks and problems are encountered during execution. Through this ClickUp document template, project teams will have a structured approach to creating a Basics Plan.
Policy Memo
Initiate a new course of action or policy change in a clear, organized manner using this Policy Memo Template.
Political Campaign Plan
Planning your activities for a political campaign? Set yourself up for success with ClickUp's Political Campaign List template!
Porter's 5 Forces
ClickUp has a whiteboard view of Porter's 5 Template. It is fully equipped with all the major factors/ forces you need to analyze the competition. A legend is also available to guide you further.
Pro forma Statement
Pro forma predictions focus on looking forward to attempting and forecasting future financial trends and how potential contingencies might affect the business. Fortunately, you may accomplish it with the use of this Pro Forma template.
Process Audit and Improvement
Process Audit and Improvement aims to analyze and improve current processes. This process idea is based on the Soft Software Methodology, which considers systems thinking and real-world thinking.
Process Map Whiteboard
Process Map is a productivity tool that shows the flow of activities per stage. It is categorized into goals, activities and action items. Its main purpose is to emphasize the important activities per stage level of the process.
Process Plan
A Process Plan is a written description of the process steps, the quality control measures, responsive control strategies, and reaction plans. It is a strategy to ensure that the requirements for the product, service, and process are met.
Process and Procedures
Ready to establish processes in your company? This process and procedure template highlights the tasks you need to do to create a living process document! You can also use the Whiteboard to figure out how the processes are going to flow into one another.
Processes Map Whiteboard
Looking for a Process Map that also lets you identify the departments involved? Use this ClickUp template!
Product Order Form
This template enables easier tracking of product orders from order to fulfillment. It also allows an efficient order issues tracking system to avoid missouts. Through the form view, customers can create product orders.
Production Cost Analysis
Use the Production Cost Analysis Template to identify the total expense incurred by the business when producing a product or offering a service. Performing a cost analysis for the total expense, also called production costs, helps find opportunities to reduce costs and maximize output. You can also do a cost-benefit analysis using this template to compare options after weighing in the costs vs the expected rewards for each one.
Project Deliverables
A project deliverables template keeps track of project information, activities, and outcomes. The processes required to finish a project are clearly outlined in these templates. Use this template as a reference to assign tasks, prioritize them, and track their due dates.
Project Documentation
This Project Documentation template is a useful tool to keep track of the project management records that you produced over the course of a project. Your project team will be adhering to the actions, methods, and guidelines defined in this document, such as the project plan, timeline, or budget.
Project Management Dashboard
This ClickUp template will help you keep tabs on your project's development, budget, team workload, and status. This template will give you a peek into your projects' inner workings and all the critical data you need to make wise business decisions.
Pugh Matrix
The Pugh Matrix Whiteboard Template will help you make smarter decisions by scoring the decision criteria and finding the best solution. It includes the following categories 👇 * Definition of Problem Statement * Decision criteria * Decision weighting * Comparison of alternatives * Final scoring This template can be used for any change management decisions and will help you make an informed decision by weighing up the alternatives.
Purchase Order and Inventory
Keeping track of your company's resources has never been this easy! Use this template to keep manage your inventory and track your purchase orders all in one place.
Pyramid Whiteboard
Pyramid templates work well when items need to be displayed in a way that highlights hierarchical structure in addition to number or size. This can include things like managerial roles, products provided, business locations, etc. In any case, the themes must be discussed in a logical order.
QBR
Quarterly Business Reviews (QBRs) are a great tool for fostering long-term, trustworthy relationships with your most valuable clients. Prepare for it by applying this QBR template!
Quarterly Report
Quarterly Report is used to analyze the current standing of a company. This is commonly composed of financial statements and figures.
Quarterly Roadmap
Keep your team aligned and help inform the public visually with this roadmap template that includes a timeline. Outline what to expect and link back to designated tasks or current documentation for an even better experience.
Real Estate Agent
Effortlessly track contacts, properties, payments, notes, contracts, schedules, and so much more with ClickUp! Drag-and-drop opportunities through each stage of the pipeline from negotiating to sold!
Real Estate Closing Checklist
As a real estate agent, it can be stressful when closing a real estate deal. ClickUp helps ensure you've got everything in place to make your closing as smooth as possible.
Real Estate Spreadsheet
Selling real estate properties can be tedious to track in the long run but with the use of this real estate spreadsheet template, you can now create a highly customizable list of all your properties for selling and organize it according to your need.
Recurring Meeting Notes
Manage agenda items, review the last meeting on a high level, outline to-dos and assign action items
Registration Form
Capture a complete and accurate picture of your guests with our Guest Registration Form. Simplified, yet convenient, this system makes it easy to input all the information you need to know about your guests. Use one of our customizable templates or design your own to help track your guest’s arrival and departure dates.
Remote Onboarding
Get started here to navigate your way through the best ClickUp features that will ensure your remote team is set up for success!
Remote Work Plan
At present, organizations are slowly transitioning to work-from-home work setups as this has been deemed to provide convenience and safety to both employees and management. This ClickUp Remote Work Plan template helps operations managers to monitor the progress of work projects of employees anywhere, anytime.
Report Requirements
There will be instances when you need to request a specific report to other departments. It's important to make sure that you do so in an organized manner for proper documentation and so the people in charge of reports can also adjust their work effort according to their bandwidth. In these cases, this Doc template is the perfect blueprint to use!
Request for Information
This Request for Information (RFI) Tracking template will simplify the management of your construction projects. Use this to record details about RFIs received, monitor anticipated response times, and record other details such as cost and schedule adjustments and issue resolutions.
Request for Resources
Use this request for resources template for project managers to manage the tasks your business takes on and keep tabs on the overall development of every department within your business.
Research Whiteboard
Work with your team and keep all of your user research together in one location. Teams can use a methodical, adaptable user research template to organize information from usability testing sessions and consumer interviews.
Research Whiteboard
Work with your team and keep all of your user research together in one location. Teams can use a methodical, adaptable user research template to organize information from usability testing sessions and consumer interviews.
Resource Planning
This Resource Planning template provides a convenient way to allocate the resources within the team or department. Visualize the capacity of your resources using the built-in Workload view.
Restaurant Recipe Costing
As a restaurant or food service business it is critical to track the food cost of the dishes prepared to accurately calculate the potential profit that can be earned per dish. This Restaurant Recipe Template will help you prepare accurate costing for all your recipes.
Risk Benefit Analysis
Looking for a decision-making tool to use when deciding on what activities to pursue? This risk-benefit analysis template is for you!
Risk Register
Manage your projects and avoid risks using this Risk Register Folder template. This will help easily track any potential risks and employ preventive measures even before they happen!
Root Cause Analysis
In order to find long-term solutions, it is necessary to identify obstacles and the root causes of issues. Using this template you're able to create a strategy for problem-solving, determine improvements and create step-by-step procedures.
S Corp Meeting Minutes Template
SIPOC
This template can help you analyze the relationships among the suppliers, inputs, processes, outputs, and customers. Before a project starts, this visual tool can help identify important components, existing connections, and prospective gaps in a process.
SMART Goals
What do you want to achieve this year? This month? Today? Improve personal performance at work, achieve business targets, or take your business to the next level? Writing SMART goals is the first step in accomplishing that goal. Setting SMART goals will help you have clarity and stay on track. Use ClickUp's SMART Goals template to organize them into a manageable system that supports your daily approach to goal setting and goal-getting.
SOP Template
The SOP template streamlines the process of developing and introducing standardized procedures throughout your organization. It offers a concise overview and clearly outlines each essential component in a user-friendly format, promoting consistency and efficiency across your team.
Safety Committee Meeting Minutes Template
Sales KPI
Sales KPI helps to track all sales metrics from multiple angles. The KPI's offer a consistent approach for monitoring and improving sales performance, identifying opportunities and prospects, and increasing revenue generation.
Sales Meeting Minutes Template
Scope of Work
A scope of work document is an agreement on the work to be performed on a project. It includes goals, deliverables, timeline, milestones, and more. This is not a contract but an important document to ensure all parties involved understand what is expected to complete the project.
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.
Security Incident Report
Use this form template to report any workplace accidents, injuries, and medical situations/emergencies. Accomplish this form within 24 hours after the incident.
Service Quote Form
Collect potential clients' information in a simple online quotation form and present them with a quote for your services.
Shareholder Meeting Minutes Template
Shift Schedule
Manage employees schedule using the Shift Schedule Template. Keep track of employee shifts in the workplace with a customizable template right for your business.
Simple Business Inventory Register
Manage inventory using the Simple Business Inventory Register Template. Ensure that the business has the right amount of stocks at any given time. Monitor the inventory level and know when and how many to order whenever stocks get sold.
Simple Mind Map
Brainstorm away with a simple mind map (aka mindmap) that can help you visualize ideas or your tasks.
Simple Roadmap
Keep your team aligned and help inform the public with this roadmap template. Outline what to expect and link back to designated tasks or current documentation for an even better experience.
Simple Weekly Status Report
Looking for a simple, efficient way to update your stakeholders about a project or a task? Use this Simple Weekly Status Report template!
Singular Event Planning
This template is designed to help plan an event, whether for business or personal use. Included are RSVP management, vendor selection, budgeting and to-do task management. It would be great to use for medium complexity events such as outdoor gatherings, Christmas parties, a wedding or a birthday.
Skills Gap Analysis
Do you find that the employees in your organization have the knowledge and experience to get the job done, but they're missing some key skills necessary to gain a competitive edge? It could be hindering productivity and preventing your business from reaching its full potential. Don't worry—you're not alone! More and more organizations are facing the challenges of a constantly changing marketplace that often requires specialized skills. But with some smart strategies for managing talent within an organization, it's possible to create an environment where everyone can thrive and reach their ultimate business goals. So if you’re looking for actionable advice on bridging the skills gap between teams or employees within your organization, ClickUp's skills gap analysis template is for you!
Small Business Emergency Action Plan
In cases of emergency, the safety of your employees is of the utmost importance. Ensure that you document your emergency action plans with this ClickUp Doc template.
Smart Goals
Make sure that your team is always creating SMART goals. With this template, you can evaluate all of your goals through the SMART goal framework, so you'll always accomplish your goals and objectives.
Soar Analysis
Let's deep dive into your company's strengths, opportunities, aspirations, and results to discover your best potential and successfully plan to achieve your goals.
Squad Brainstorm
A Squad Template is a guide that helps to brainstorm activities and group meetings to identify and categorize all ideas presented by each individual. One example used in this template is the Team Work Canvas.
Staffing Matrix
Staffing Matrix helps you analyze and compare the role productivity and conversion rate with the annual compensation per role. Having a matrix such as this helps optimize the capacity planning of the operations.
Stakeholder Analysis
This stakeholder analysis list template will help you understand how you should engage with the parties involved in your business based on their corresponding power/influence and interest.
Standard Operation Procedures
SOP document template offers a framework for the management of the organization's personnel. This helps guarantee that the company keeps a sufficient number of competent and motivated employees.
Standard of Work
The first step towards process improvement is establishing standardized, trustworthy procedures. Utilize this template to document established, standardized procedures for managing expectations, and integrating new employees.
Star Template
Use ClickUp's STAR Template to ace your interview. This template will make sure you will shine the brightest among the candidates.
Startup Canvas Whiteboard
Startup Canvas is a template that emphasizess the strengths and weaknesses of a beginning business venture. It shows important details that strengthens the feasibility of the business.
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.
Strategic Business Roadmap
A time-based strategy that outlines a company's current position, desired future state, and path to get there.
Strategic Plan Whiteboard
Strategic planning has never been so simple! Utilize this visual roadmap to help your team coordinate key steps and capture all the necessary information!
Strategic Plan Whiteboard
Strategic planning has never been so simple! Utilize this visual roadmap to help your team coordinate all the necessary steps for carrying out the desired outcome. In order to ensure that you include all pertinent information and leave nothing out, a strategic planning template can help you. It also makes it simple to assign various portions to various employees based on their function or area of expertise.
Succession Planning
Succession planning is a business strategy that helps companies define key roles, identify suitable replacements once the position is unfilled and pass leadership roles down to another employee or group of employees.
Supplier Audit
Auditing your supplier's facilities is important to ensure that they meet the criteria before you can do business with them. This template will help you through the supplier evaluation process by allowing you to benchmark and record your suppliers against the criteria needed for your operation.
Supply Order Form
Use this form to request for any of your business' supply requirements. Whether it be office supplies, furniture, tools or other essentials, fill in the details of this Supply Order Form Template, submit for approval and track the status of the orders.
Swimlane Flowchart
Use this swimlane flowchart diagram to create a visual of each step in a process and the individuals or departments involved. This template makes it easy to collaborate with stakeholders, identify roles and responsibilities, and improve process understanding.
T Chart
Create a compelling chart about the pros and cons of an idea, concept, or information. The T chart template will provide you with a visual and organized comparison of your action plans that will help you develop better decision-making, find opportunities for improvement, and enhance your business efforts.
TOWS Matrix
It is a variation of SWOT Analysis but focuses on the combination of these categories namely Strength-Opportunity, Strength-Threat, Weakness-Opportunity and Weakness-Threat.
Team Communication and Meeting Matrix
Build a detailed communications plan using the Team Communication and Meeting Matrix Template. Use this for your regular meetings or for a project to optimize information-sharing and improve your team's productivity.
Team Docs
This Team Docs template is a customizable skeleton that you can use to adapt to your team's specific needs. It includes meeting notes and a team wiki. ClickUp Docs like this one can be used for efficient team collaboration and knowledge management.
Team Management Plan
Gather everyone in one space using the Team Management Plan Template. With a cross-functional team, know what others are working on and get updated on their progress. Manage a remote workforce easily.
Team Management Plan
Team management is the capacity to manage and organize a team of people to complete a job. This is an essential aspect of any company or project that involves teams. This ClickUp Team Management Plan includes techniques to effectively manage a team.
Team Schedule
Want to see your team member's schedules? This team schedule template is for you! Use this task to help understand what each team member is responsible for completing.
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 Needs Analysis
It is possible for your business or IT department to discover how teams are using the technology solutions they have available by evaluating the expanding or changing needs for software. This template offers a place for staff to assess your current technology stack.
Termination of Contract Letter
In need of a client cancellation letter to terminate your services? Quit worrying! You can easily end your services with the help of this ClickUp template.
Time Allocation
A time allocation template is a very helpful tool because you can use it in various circumstances. Download this template to start!
Time Off Request
Use this time off request task template to ensure that all information and documentation needed for any time off requests is all in one place.
Union Meeting Minutes Template
Urban Planning
Kickoff your Urban Planning projects with a structure that makes sense! Manage all of your projects across locations from request to execution - directly inside your Workspace! Use custom fields to track project phases and locations to view your projects in a map!
User Persona
It’s common to create a user persona profile to understand your target audience better. Knowing your target audience, allows you to create a better product for them. Here's a template that you can use in building your own user persona profile.
Value Chain Whiteboard
Value Chain is a management model that helps users visualize the production. This model gives an overview of the processes, activities, and even the operation summary.
Vendor Management Checklist
Get performance-based vendor management with this checklist template. Use it to assess prospective vendors and select the most efficient suppliers for your business.
Vision Board
Describing your product's function and differentiation from other products is essential to market competition. To ensure that stakeholders understand your market segment's clients and users, enter target market information using this Vision Board template. Include more details about the issue your product will address and the viability of its development. Use this presentation-friendly product vision board template to win over sponsors, team members, and other interested parties.
WareHouse KPI
This template offers a convenient way to compile all your warehouse data and weekly warehouse KPIs in one list to improve warehouse efficiency and warehouse management for better overall profitability. In this template, we'll focus on inventory KPIs to serve as a reference for other KPIs that you may deem applicable to your warehouse.
Warehouse KPI Task
Use this task template along with the Warehouse KPI List template! This will help you keep track of inventory items so that you can see exactly how many items you have to allocate and can track and measure your team's inventory-based KPIs.
Waterfall Management
This Template is a Space Level Template which includes 3 Folders with Lists for requesting, approving, planning, and executing Projects. There are Board and Gantt Views configured and Folders with Simple Projects and Complex Projects for you to use and learn from. Map out your projects into distinct sections for greater organization and flow within your team. This template provides clear timelines, scope of deliverables, and goals/objectives for each phase of the project! Additionally, you will be able to track time and see availability including Task dependencies using this template. Be sure to check out the Docs within each location in this Space Template as they provide guidance on how to use the various Views, Custom Fields, and Automations.
Website Scope of Work
Whenever you are developing a webpage it is imperative to present a scope of work to your clients to let them know what tasks you're going to do and how much it will cost. This Website Scope of Work Document Template will absolutely make that process easier for you.
Weekly Report
Weekly report template plans out all your tasks for the week. It highlights the urgency and importance of the activity to give users a sense of priority and assist with proper time management.
Weekly Status Report
Looking for a simple and easy way to send weekly updates? Use this ClickUp Doc template to standardize your Status Reports.
Work Breakdown
Keep your eyes on all the moving pieces in a larger project by using a work breakdown Whiteboard template. Here you are able to easily track deliverables for each stage, and phase of the team involved. Breaking down the scope of a project into small deliverables is a great first step to building out a larger project in ClickUp.
Work Breakdown
Keep your eyes on all the moving pieces in a larger project by using a work breakdown Whiteboard template. Here you are able to easily track deliverables for each stage, and phase of the team involved. Breaking down the scope of a project into small deliverables is a great first step to building out a larger project in ClickUp.
Work Items Report
Work reports are documentations of employees or team members on the status of their deliverables. Through this, issues can be identified and recommendations can be generated. This ClickUp Work Report Task template helps in providing a structured way of developing this documentation.
Work Plan Whiteboard
The Work Plan Template is designed to have a planned visual reference for a project. This streamlines a project that consists of a set of project tasks, resource assignments, and the addition of tasks and resources for new and existing projects.
Work Request
This Work Request Form List template helps you use a Form to intake potential work, gather requirements before approving tasks, and track work from start to finish.
Work To Do
You can organize your weekly task easily and effectively using this template! Correctly plot your daily tasks in relation to your week with this tool and prepare yourself for a productive week.
Working Agreement Template
This Whiteboard template can help define how groups want to work together, what is the preferred working environment, and what they want from each other to feel safe and free to learn, explore and discover.
