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12 Week Plan
This ClickUp 12-Week Plan Task Template will surely help you in managing your time efficiently and effectively through a structured method of planning the next twelve weeks of your life.
5 Whys
The 5 Whys is a simple brainstorming tool that helps to identify the root causes of a problem. 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.
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.
50/50 LLC Operating Agreement
An arrangement for the joint operation of a firm between two or more people is known as a 50/50 Limited Liability Company (LLC) Operating Agreement. The risks and obligations, as well as the expenses and earnings, are split equally between the partners. Aside from having equal rights and obligations, the partners also share equally in decision-making.
50/50 Partnership Agreement
A 50/50 Partnership agreement is a binding contract between two parties that specifies how the partners shall run a company, their obligations, rights, and how profits and losses would be allocated. If you are looking for a template that formalizes your agreement with your business partner, use this ClickUp Doc template.
75 Hard Wellness Challenge
The 75 Hard Wellness Challenge List Template provides guidelines for a 75-day challenge that develops your mental toughness and improves overall fitness.
ADDIE
ADDIE is a production process that aims to systematize the approach in the course development process. This is composed of the Analyze, Design, Develop, Implement and Evaluate stages.
About Me Template for Adults
Use this About Me List Template for Adults to describe who you are, where you are from (if that's important to you), where you reside, and what you do. Additionally, remember to include any images or videos of yourself that you wish to share.
Accounting
Manage your sales records, income, invoices, predicted revenue, and more. Stay on top of accounts receivable and accounts payable so there's no more scrambling for late payments!
Activity List
An activity list is a full list of activities that serve as the foundation for planning, estimating, starting, finishing, and controlling a project. In other words, it is another method of presenting a project plan. ClickUp got this Activity List template to help project managers and/or project management office heads (PMO) create an effective and efficient activity list.
Addendum to a Contract
The Addendum to a Contract template is designed to be readily accessible should you need to add details to a contract.
Adjacency Matrix Whiteboard
Adjacency Matrix shows relationship or connection between the labels on X and Y axes. It can also indicate the level of relationship between the coordinates.
Affinity Diagram
Brainstorm and group ideas to develop effective solutions using this Affinity Diagram Whiteboard template. Use this to generate and consolidate information.
Affinity Diagram
Brainstorm and group ideas to develop effective solutions using this Affinity Diagram Whiteboard template. Use this to generate and consolidate information.
After Action Report
The template could help the user to reflect upon a project during and after its completion. This is a great tool to assess what went well and determine areas for improvement.
Alignment Chart
Alignment Chart is a visual tool that helps users categorize the characters or ideas based on moral and ethical perspectives using our Whiteboard. It is usually used as an icebreaker or a character development activity.
Alignment Chart
Alignment Chart is a visual tool that helps users categorize the characters or ideas based on moral and ethical perspectives using our Whiteboard. It is usually used as an icebreaker or a character development activity.
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.
Appointment Book
Organize your schedule and save time with an easy-to-use appointment book. Organize customer information, track appointments, and customize forms with this template
Assessment Report
A written record of the circumstances and outcomes of an assessment is known as an assessment report. An assessment is an evaluation carried out to determine the competencies, qualities, or attributes of a person or an organization.
Asset Tracking
Any resource that a company or other economic body owns or controls is considered to be an asset. These assets have the potential to provide positive economic value to the company. As it is important to keep track of these resources, ClickUp got this Asset Tracking template where you can list your assets and detail their information.
Attorney Time Tracking
A good attorney timesheet is essential for productivity and efficiency. You need to know how long you work, what you work on, and how much time every task takes. Using a tool like the Attorney Timesheet Template makes it easy to track all this information, while also offering a simple overview of your work over a period of time.
Automated Value Stream Map Whiteboard
Practice Lean Manufacturing using this Automated Value Stream Map that lets you visualize and have an overview of the production system flow.
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.
Bedside Shift Report
One of the foundational tenets of nursing practice is communication, which also serves as a vital inter-professional skill that has the potential to impact patient safety and team dynamics. This Bedside Shift Report will help you facilitate communication during handoffs, ward rounds, shift exchanges, and team meetings between nurses and other healthcare providers.
Behavior Report
Weekly Behavior Reports can be used to maintain track of a student's behavior, communicate with families, assist students in working toward prizes and incentives, and more. Whether you are dealing with disobedience, rebellious conduct, or common issues, this weekly Behavior Report Template will help you keep track of the accomplishments and areas for improvement of your kids.
Bid Contract
Want to present your project ideas quickly and effectively as a contractor? With this bid contract template, ClickUp has you covered! No matter what industry you're in as a contractor, it works effectively.
Blank Mind Map Whiteboard
Mind Map is a visual tool that assists user in organizing their ideas or thoughts focusing on the main idea.
Blank Podcast Outline
Report compelling and efficient program updates by using this template!
Blockchain Ecosystem
Plan and keep track of all your blockchain ecosystem partner requests and projects!
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 Roster
This Board Roster template can help store the information of board members in an effective and efficient structure.
Book Proposal
You must submit a book proposal to persuade a publisher that your project is financially viable for their publishing firm. This proposal must persuade the reader that your concept has sufficient commercial potential to warrant the publisher investing time and money in your book. This ClickUp Book Proposal template helps aspiring authors create this document effectively.
Bookkeeping Pricing
For a bookkeeping firm, each engagement with a client is distinct. Regarding phone service, response times, and how frequently their books are updated, clients have varying needs. This ClickUp Bookkeeping Pricing template can help bookkeeping firms reduce the time in determining the service pricing for each new customer.
Brainstroming
Brainstorming is one of the best ways to come up with ideas, and this template will help make it easy for you. This template includes helpful tips on how to get started and how to keep your brainstorming session organized.
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 Startup Checklist
Venturing into a new business? Let ClickUp help you with this Business StartUp checklist to ensure that you are on track and that those important requirements for a new business are accounted for.
CNA Report Sheet
A sheet of paper nurses use to record significant patient data and maintain organization is a Certified Nursing Assistant (CNA) Sheet. It has sections for important topics such as the patient's history, diagnosis, lab results, prescriptions, the state of the body systems, and more.
Camp Schedule
Plan camp activities for the duration of the camp using an easy to use and customizable Camp Schedule Template. Know the events of the day and get everyone ready by with an organized daily schedule.
Case Report
Case reports are great resources for rare information that may stimulate new research and enhance clinical practice. To begin contributing to the medical community and start your case report, use this ClickUp's Case Report template.
Case Study
Present your data effectively and ensure that all study details are covered with this Case Study Template. Reviewer ClickUp
Catering Contract
An agreement between a company that offers catering services and its client is known as a catering contract. A catering contract is essentially the same as a contract in any other industry - this is used to document the agreement between the caterer and the client and to protect their best interests. If you are a caterer and would want to start building your contracts, this ClickUp Doc is definitely for you.
Change Order Form for Renovations
Keep track of all the necessary changes happening in your construction project.
Chore Chart
Make sure you're right on track and check out these chore chart templates! This can both be your personal and family tool in building time management and organizational skills, boosts self-esteem, and encourages independence. Use them daily, weekly, or even monthly!
Class Assignments
Keep your assignments organized, and plan for your future classes! With ClickUp, you can keep your class assignments, notes, planning, and more all in the same place!
Class Management
Become a Zen teacher! See all of your classes and information in one place, keep notes, and track what classes you have this semester and next. Useful for teachers with multiple classes.
Class Notes
From syllabuses to grading criteria, it can be challenging to keep class notes organized. Not anymore! This template layout makes it easy to take notes according to each individual class’s requirements.
Class Notes
From syllabuses to grading criteria, it can be challenging to keep class notes organized. Not anymore! This template layout makes it easy to take notes according to each individual class’s requirements.
Class Notes for College Students
There is a lot to learn in class; taking notes will enhance your retention of the most essential information. ClickUp offers a straightforward class notes template to summarize key details, add important sources, record important questions, and more.
Class Planning
Organize your lesson plans and manage your planning workload! This template makes it easy to see what needs to be done, and quickly access everything you need before a class. Best for solo-planning or teaching content that doesn't repeat.
Class Schedule & Time Study
Want to ace every course you have in school? Try this ClickUp-made Class Schedule & Time Study template and keep track of everything in a single place with one click.
Classroom Management Plan
When students arrive at school with the intention of learning, teachers can use a good classroom management plan as a guide to help them achieve that goal.
Classroom Schedule
Organize classes using the Classroom Schedule Template. This ClickUp template is for students looking for an easy-to-use calendar to schedule all their classes.
Classroom Seating Chart Whiteboard
Use ClickUp's Classroom Seating Chart template to easily map out your students' seating arrangement in a colorful and creative manner.
Cleaning Contract
Use this Cleaning Contract Doc template from ClickUp to quickly generate a contract for your cleaning services. Customize the template, then send it to your clients via email or direct message to collect information such as contact information and signatures.
Cleaning Service
You may keep track of the tasks you need to complete each day by using a cleaning checklist. This ClickUp Cleaning Service template will help you get started and may keep your clients informed about what actually happens when they avail your cleaning service.
Cleaning Service
Effortlessly schedule jobs, manage employees, record payments, track time, set up recurring tasks, and so much more. With clear visibility and ease of scheduling, you can give your business the tools it needs to thrive.
Coaching Invoice
Skip the hassle of creating an invoice from scratch and accurately generate your invoices anytime with this ClickUp Coaching Invoice Template instantly. Try it now!
College Budget
For college students who desire a simple, uncomplicated way to monitor their cash flow, use this college budget template.
College Decision Spreadsheet
This college decision spreadsheet is made to make it easier for college-bound students to keep track of their applications.
College Lesson Plan
Consolidate and keep track of the college lesson plans in your university using the College Lesson Plan template that utilizes the traditional ADDIE framework.
College Pros and Cons List
Entering college is no doubt one of the highlights of someone's educational life. With this, it is very important to select the best college or university that fits your needs to jumpstart your career in the future. This ClickUp College Pros and Cons List will help you in choosing the college for you through the analysis of its pros and cons.
College Schedule
Never miss a class or a meeting by managing and tracking your class schedule efficiently with the help of the College Schedule template!
College Spreadsheet
Putting together a list of colleges can seem difficult, and frequently it is. Utilize this College Spreadsheet List Template to keep track of all the information about your prospective colleges and compare them.
Commercial Lease Agreement
An agreement between a landlord and a company owner that specifies the conditions of a property rental is known as a commercial lease. With ClickUp's Free Commercial Lease Agreement Template, you can safeguard the lessor and the lessee if you rent your property for business purposes.
Community Management
Use the Community Management List template to help you plan and establish a fantastic community.
Conference Management
Planning your conference helps you and your team track the tasks at hand and ensure its success. Using this conference template, you can direct your event management process and get a rundown of the tasks to successfully set up and conduct a 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 Emergency Action Plan
An emergency action plan is a very important document that should be present in companies or organizations to ensure that the lives of the employees are conserved, especially in injury-prone environments such as construction projects. This ClickUp Construction Emergency Action Plan template is equipped with the necessary features to ensure an effective action plan document for your construction projects.
Construction Management
Construction project management templates are one of the most important tools for any construction team. Planning your construction projects with a ready-made template is essential for streamlining your process, from pre-sales and concept all the way to construction and final delivery.
Construction Management Plan
The ClickUp Construction Management Plan lets you create and manage your construction schedule throughout the build. The easy-to-follow visuals let you visually organize the milestones, tasks, and time frames of your project. It also provides helpful comments to help you understand how each step is progressing.
Consulting Project Plan
This project plan template is designed to help you organize, track and predict your business’s growth by making sure you meet all of its goals. This easy-to-use templates include a Gantt chart to set deadlines and calculate estimates, making it easier than ever to manage your workload.
Contact Form
Need a highly customizable form to consolidate your 'Contact Us' messages? This template can help you organize all the submissions from your most beloved clients and soon-to-be clients, and enable you to see it in a list!
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
Seamlessly keep track of all your contracts through each stage, from development, approval, to submission!
Contract Review
Contract reviews are one of the most important steps in the life cycle of a project. It's important to ensure that your team gets qualified & timely feedback on their contract drafts. Share this Contract Review Process Template with your team and give them more time to get the job done.
Contractor Agreement
Are you an independent contractor seeking a simple approach to beginning a business relationship with a potential client? You need to look no further than our ClickUp Contractor Agreement! Create a contract that safeguards your interests as a contractor while gathering important details regarding compensation, rules, and expectations.
Contractor Invoice
Use ClickUp's Contractor Invoice Doc template to quickly and effectively create a professional invoice to get paid what you're worth without haggling. Fees for labor, materials, and consultations may be included in this template.
Conversation Log
Are you looking for a simple call log document to use for your office administration? This ClickUp Doc template can definitely help you out. This document precisely captures all client-specific information, making sure that you do not miss a single thing!
Cookbook
Plan your meals for the week using the customizable CookBook Template. Find all information you need about the meals in one place in order to prepare the ingredients beforehand and have allowance for cooking time.
Cookie Order Form
Are you looking for a more effective way to process orders? Use this cookie order form!
Cornell Note
The Cornell Note-Taking System is method developed by Cornell education professor, Walter Pauk. This ClickUp template provides a digital, creative, and user-friendly way to use this note-taking method.
Cornell Notes
Keep your notes aligned and marked up proficiently to help you with studying later on. Understand the key points at a glance then dive in deeper to provide clarity.
Correspondence Log
The Correspondence Log is a database used to track and manage correspondence containing information about customers and their correspondence history. Use this template to ensure that you're on top of it!
Course Development and Planning
This Course Development and Planning template serves as a process guide to creating an effective course plan and delivery. This will help course developers go through the process of developing a new course and delivering it to the students with ease.
Create a Memo
This helps you build a memo using Tasks in ClickUp
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.
DJ Contract
Seeking a binding agreement between you and a DJ for a special occasion? Don't stress! This DJ contract template in ClickUp can help you formalize your agreement with your chosen DJ.
Daily Construction Report
A daily construction report is a document used for construction project management that is submitted after each work day to record all of the activities that took place on the construction site that day.
Daily Goal
To get the most out of setting goals, it's important to understand why you're doing it in the first place. Use this daily goal template to plot your objectives and manifest it!
Daily Notes
Use this daily notes template as an easy-to-use input default for personal knowledge management systems.
Deal Memo
A Deal Memo is used as a binding contract and is mostly used by production companies. This document is a part of an employment contract, where terms and conditions, policies, and agreements are stated clearly and acknowledged between two parties.
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.
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.
Delivery Log
The success of every firm depends on timely delivery, which is also beneficial for building partnerships with other businesses or organizations. To keep your delivery on track, use this ClickUp Delivery Log template.
Directory
This template allows the user to store employee information and track an employee's employment status. This also gives a brief overview of the different departments and the employees' location assignments.
Donation Form
Need a highly customizable form to consolidate your donations from different people? This template can help you organize all the submissions from your most beloved clients and soon to be clients, and enable you to see it in a list!
Donation Letter
Donation letters sometimes referred to as donor letters, are a type of mail you may use to ask for donations from or build your donor base from your supporters. They are crucial for cultivating partnerships with contributors and encouraging individuals or organizations who have previously given generously to your cause to do so again.
Donations
You're already doing wonderful things, let's organize and take everything to the next level! Keep a list of gifts and donations that come in or hop over to Doc View to update Sponsorship details and meeting notes.
Editable Spreadsheet
Store, organize, and analyze even your most complex financial statements using this Editable Spreadsheet of ClickUp!
Email Automation with ClickUp
Email Automations can be used to automatically send emails from your ClickUp Workspace based on certain parameters! Automations eliminate the need for any manual input from you or any of your team members. Use this template as a guide for the step-by-step process of creating automated emails in ClickUp!
Emergency Plan
Make sure your facility is prepared in case of an emergency. An emergency action plan provides outlined details of important contact information like local fire departments and facility owners. Emergencies can happen on any given day at any given time, make sure you're prepared! Being prepared and planning ahead for emergencies is critical in protecting team members, the environment and the facility.
Emotions Wheel Icebreaker
Bring your team to express their true selves with an Emotion Wheel. It's fun and easy to use to enhance team empathy and collaboration. Try this ClickUp Emotion Wheel Whiteboard now!
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.
End of Day Cash Register Report
Whether running a small-scale or a big business, keeping track of your daily sales is imperative. This End of Day Cash Register Report template will help you quickly report and compute every day.
Enrollment Form
With this enrollment form, you can quickly and easily get all of the information you need from your students. Whether you're looking for contact information, emergency contacts, or just general information, this form has it all. Plus, it's easy to use and edit, so you can always keep your data up-to-date.
Equity Research Report
A document created by an equity research analyst called an Equity Research Report frequently offers advice on whether investors should purchase, hold, or sell shares of a publicly traded firm. An analyst outlines their recommendation, target price, investment thesis, valuation, and risks in an equities research report.
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 Management
Plan, organize, and execute multiple events effortlessly. From booking venues and catering to managing guests and budgets, we've got you covered!
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
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 & 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!
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!
Exercise Log
An Exercise Log is a List of exercises and fitness activities that you can use as a tracker and allows you to see patterns and milestones in your fitness journey. This tracker will include the name of the exercise, fitness instructions, a workout schedule, and even your workout plan.
Experiment Plan and Results
There will be instances when you would need to test your assumptions, or your product effectiveness, during the development phase of your projects. This task is especially critical when one is engaged or is managing a Software as a Service (SaaS) project. A well-planned and well-documented experimentation is already half a battle won, so make sure that when you are in this phase, you have a reliable template to use to capture results effectively. Use this ClickUp Doc template to do just that.
Facilities Request Form
The Facilities Request Form gives you an overview of the requests you receive from different organizations and individuals. Easily track them and optimize your rental services using this template!
Facilities Service Management
Have an overview and monitor the facilities' services needed around your workplace using this Facilities Service Management template. This template contains an automated form to easily log your service request entries.
Facility Management
Easily inspect and manage different facilities using this Facility Management Template. This template is composed of sub-divided checklists for the relevant aspects of building inspection practices.
Fact Sheet
The Fact Sheets can help the user by listing specifications, facts, and features of your product. Visual aids can be used to make it easier for the readers to digest the details of the product.
Family Tree
Record your family lineage including distant family members using this ClickUp Whiteboard template. See the family roots, how it has grown and where you came from.
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.
Field Report
A Field Report Template is a record of observations and studies of certain events, actions, procedures, and other things. It is focused on research and theories that identify solutions for a particular research project.
Fleet Management
Track your vehicle and fleet information in a visually appealing template that can be customized to match your company's branding.
Football Scouting Report
This Football Scouting Report is a straightforward document template that will help you summarize your players style by asking you to list their strengths, weaknesses likes, dislikes, and blind spots that best define "who they are" in the field. As a manager or coach you can complete it, distribute it to your team, and get feedback on what is lacking, unclear, and what appears to be most crucial to your players that can greatly enhance and affect their play-by-play.
For Dummies Book
The comprehensive Book for Dummies line of instructional/reference books is designed to provide readers who are unfamiliar with the topics covered with approachable guides.
Form
With the help of a registration form, planning your upcoming events such as training, seminars, workshops, or classes will be simpler. The Form Template is a generic registration form that you can use to collect information from the attendees or users who will be your core demographic.
Free End-of-Life Planning
The process of dying is one that might involve many agonizing and challenging choices. Not just those who are dying, but all of us, should make plans in advance. Use this ClickUp template to start planning.
Freelance Contract
A freelancing contract is a formal document that creates the relationship between a freelancer and a client that is interested in hiring them for a job. It helps identify and clarify for both parties what the freelancer will be working on and how much the client will pay them for their services. If you are looking into creating a freelance contract, this ClickUp Doc is a great place to start.
Freelance Graphic Design Contract
Use this template in ClickUp, so you don't have to worry too much about making a good first impression with new customers and devote more time to producing excellent designs.
Freelance Invoice
Bill your clients with ease using ClickUp's customizable freelance invoice template and monitor them in one convenient document.
Fundraising Event Planning
An event intended to increase awareness and support for a nonprofit's objective is called a fundraising event. Any occasion can be used to collect money by turning it into a fundraising event. This can encompass events like concerts, silent auctions, half-marathons, barbecues in the neighborhood, and more. This ClickUp Fundraising Event Planning template can help assist event managers to go through the process of planning and executing a fundraising event.
General Best Practice for ClickUp
ClickUp is a diverse tool full of endless customization settings, thus where you begin depends on your preferences. This template provides the general best practices used for ClickUp to get things done!
Generic Service Agreement
An official agreement between a client and a service provider is called Generic Service Agreement. Important information regarding the working relationship and obligations owed to one another are outlined in the agreement. It could contain pricing, ownership, shipments, and much more details.
Getting Things Done
The Getting Things Done methodology is a widely used framework to help users become more productive in their life. Use this template to start implementing this process into your day-to-day.
Gradebook
This is easy to use and already set up for you to quickly manage your classes and focus on more important areas of teaching and helping your students improve.
Help Desk Ticket
To speed up the help desk ticketing procedures, this ClickUp template will help you collect, prioritize and track all the incoming requests. This will reduce the amount of time it takes to resolve tickets. So what are you waiting for?
Hold Harmless Agreement
One party is shielded from harm or property damage inflicted by the other party by a Hold Harmless Agreement, which serves as a release of liability in a contract. By agreeing to the Agreement, the opposite party agrees not to hold business owners legally liable for the risks associated with certain services.
Home Improvement Project Planner
Utilize this Home Improvement Project Planner List template to keep track of each stage of your remodeling or home improvement project. To organize your project day by day, use the template's various views and features.
Home Inspection Checklist and Report Template
ClickUp's Home Inspection Checklist and Report Template will assist you in properly examining your home and discovering issues and problems as a homeowner or an inspector. It also has a document template to get you started with your report.
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.
Home Renovation Project Management
Whether you’re revamping a space to make it more functional or beautiful, home renovations can be overwhelming. You have to consider budgets, timelines, contractors, and more. This Home Renovation Project Management Template helps you keep track of your projects and so that you can achieve the home of your dreams.
Homework Tracker
This ClickUp Homework Tracker can help users to keep track of their assigned sets of homework to ensure that they won't miss anything.
How to plan event
This how to plan event template will provide a comprehensive checklist to easily plan your next event.
IEP Meeting Agenda
Individualized Education Program (IEP) Meeting Agenda helps you organize your IEP meeting as smoothly as possible. Make sure nothing falls into the cracks and you are on the track as you facilitate your meeting for children with special needs.
Ice Breaker Whiteboard
By establishing trust and getting to know one another, you can start your meeting off well. Participants should provide a visual response to the question before making fun of each other's artistic abilities.
Independent Contractor Invoice
This Independent Contractor Invoice requests payment from a client and acts as a formal work record
Influencer Contract
You can create an Influencer Contract Template with ClickUp's Influencer Contract Doc template that adheres to your rules and conditions. By using this template to share and sign this agreement, you're switching to an online Doc template that enables you to send your document through email, gather signatures in any desired sequence, and instantly convert your completed contract into a PDF.
Injury Report
Keeping a record of injuries in the workplace may help in identifying work safety improvements. Equipped with fields for necessary information, this document template provides a systematic way of reporting employee injuries.
Instagram Post Scheduling
Do your Instagram posting easier and much more organized using this Instagram Post Scheduling Template! Aside from it offering a calendar view which gives a scheduling overview, it also has different views to compile your IG posts!
Instant Message
Easily navigate your way through the Instant messaging application by considering good message practices indicated in this Template.
Interior Design Contract
With the help of the Interior Design Contract template, you can concentrate on your designs and final products with less distraction.
Internal Control Checklist
An Internal Control Checklist helps in providing a list of factors to take into account when evaluating typical business operations. Usually, these business operations are related to finances. With this, ClickUp got this Internal Control Checklist to help guide assessors on what to look for when assessing business operations.
Inventory
Keep track of your inventory, including ordering, payments, and vendors. Eliminate bottlenecks in your business due to missing materials.
Inventory Management
Forget sticky notes and spreadsheets- Inventory Management Template will help you simplify your business and make it easier to stay on top of inventory, revenue, and other important metrics.
Inventory Report
An inventory report is a document that lists the stock that a company currently has on hand. This enables you to make decisions such as whether or not an item needs restocking and the frequency at which an item needs to be restocked.
Investigation Report
Acquire and clarify all pertinent information about the case and any evidence that was gathered with the help of the Investigation Report template!
Investment Agreement
A legal contract, known as an investment agreement, is created when two parties invest money with the hope of making a profit. The company's responsibilities and warranties to the investor in exchange for the funds will be outlined in this agreement.
Invoice
Invoices are are sent from a seller to a buyer (client) to collect payment for products and services purchased by the buyer. This template includes billing information, a breakdown of products or services purchased across multiple projects and change orders, and terms.
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.
Kids Schedule
Create a daily routine for the kids that's easily customizable using the Kids Schedule Template. Know the activities and get the kids excited with a list of what will happen for the day.
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.
Lean Coffee Whiteboard
Running meetings without an agenda is possible by using the Lean Coffee Template. Collaborate with others, brainstorm ideas, and share learnings with a structured template to help the team get the most out of your meeting.
Learning Analysis
Learning Analysis identifies the discrepancy between employees' present knowledge, skills, and abilities (KSAs) and the expected (KSAs) in a specific job task. Through this analysis, a learning program for the employees will be developed. This ClickUp Learning Analysis Task template provides a structured flow to conducting learning analysis.
Learning and Development Project
Learning and Development Template helps you bridge the gap between instructional design and project management. This provides a general framework for developing e-learning courses helping you achieve successful learning rates and course effectiveness.
Lease Agreement Texas
A landlord who rents out property to a renter for a regular monthly payment uses a Texas standard residential lease agreement. If you are looking for a template to help you get started with a Texas lease, this is for you.
Legal Case Tracking
Use this template to keep track of all your important cases, contacts, billing, docs, and more. With all the important details stored in a central location, you can handle more cases in less time!
Legal Case Tracking and Billing
Legal professionals have a variety of billing options. Some businesses bill by the hour, some by the minute, and some even charge a set fee for each job. A bill or invoice must be generated in every circumstance. Using a professional Legal Case Tracking and Billing Template gives clients more faith in the business or individual delivering their legal services.
Legal Client Management
Keep track of all your clients and their cases in one centralized location. ClickUp makes it easy to communicate, set deadlines, share expectations, and notify your clients as progress is made. With this template, important details will never slip through the cracks!
Legal Memo
The content of this Legal Memorandum is based on an example from the book The Elements of Style: The Times Manual, Edition 4. The formatting follows the “Visual Rhetoric” instructions on pages 57-59 of this Supplement.
Legal Project Assignment
Project Assignment List is a responsibility assignment tool that gives an efficient overview of the legal tasks' process and their corresponding assignees.
Letter of Agreement
An agreement template sometimes referred to as a payment contract or installment agreement, is a written document that describes the terms of a loan between a lender and borrower.
Life Plan
f you have big aspirations, life planning can help you get there. Use this template to get started.
Likert Scale
With this ClickUp template, you can easily create your own likert scale survey. Just enter in the items and responses you want, and then share the survey with your team or customers.
List
Get started with a few of ClickUp's basic views and most popular features!
List
Start with a setup that includes advanced features!
List
Start with a popular setup that includes a combination of basic and advanced features!
Loan Agreement
A loan agreement is a legal contract that binds the lender and borrower. In this contract, the Lender gives the borrower money in return for repayment plus interest. A repayment schedule will be sent to the Borrower, who will be expected to repay the debt.
Lunch and Learn Schedule
Use the Lunch and Break Schedule Template to record employee time for lunch and break. Taking breaks is essential to keep the employees productive in their shifts.
Mac Timeline
A timeline helps a project team keep track of the essential tasks, due dates, and milestones that they have to accomplish for a project to be successful. There are different ways and versions of creating a timeline. This template is for making a timeline on a Mac.
Marc Andreessen Productivity
ClickUp created a digital version of Marc Andreessen's Productivity System that you can use to make sure you are on top of things.
Marriage Contract
A marriage contract is a written agreement between two individuals who intend to wed. Marriage contracts are frequently used to specify which partner will hold onto property and other assets in the event of a divorce.
Master Services Agreement
An agreement between you as a service provider and your client is known as a master service agreement. Due to the fact that the structure of the contract is determined by the nature of the services, this type of document is highly diverse and offer a lot of potential for customization. Use this template to get started with drafting your Master Service Agreement and work with your clients efficiently.
Maternity Leave
A Maternity Leave Plan is a guided template where a team member plots the responsibilities that will be handed over while she is taking her maternity leave.
Media Kit
A media kit will help you build a relationship with reporters and other potential partners. It should include a description of the company or individual, contact information, social media statistics, case studies, information on partnerships and collaborations, and testimonials from past customers.
Media List
A business is nothing without a well-organized social media plan. Our Media List template is perfect for keeping all of your marketing materials, plans and efforts in one place.
Medical Chart Template
Medical charts are present in nearly every healthcare organization. Medical charts aim to provide clinicians with all necessary information to accurately diagnose, treat, follow, and in many cases, help to prevent medical conditions, disorders, and diseases.
Medical Report
Use this template to efficiently pool medical abstract reports and organize different medical studies.
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!
Membership Form
This template enables efficient tracking of membership applications, including the new and active applications. It includes a form view that applicants use to enter their basic information.
Menu Planning
This increases the effectiveness of grocery shopping and reduces the need for impromptu journeys to pick up a single or few things. Its also simpler to avoid making impulsive purchases when you have a grocery list in front of you, which is a result of careful menu preparation.
Multi-member LLC Operating Agreement
A multi-member LLC operating agreement puts essential information about this LLC in writing, such as the powers and duties of members. An LLC operating agreement is crucial for a multi-member LLC, as these are most likely to suffer from internal disputes. If you want to start drafting an agreement for your LLC, this ClickUp template is perfect for you!
NDA Agreement
Feel confident and secure with every transaction and protect yourself or your company assets, intellectual properties, and more with this ready-to-use NDA Agreement! This ClickUp document template has every component needed in a contract to ensure you and your company is safe and settled with every transaction.
Nanny Contract
Ensure your children's safety by choosing the right nanny and using this template to formalize the agreement with the nanny and your family.
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.
New Year Resolution
Track your goals and resolution items easily with this template. This New Year's resolution template can help you achieve your goals and have an overview of where you're at in terms of progress.
News Report
Whether it is printed or digital, your newspaper needs to be both engaging and interesting. In order to assist you, ClickUp provides you with a News Report Template that is free and editable for your preference. Make it simple to add your photos, and articles, and modify the font or design to meet your taste.
Non-Compete Agreement
A non-compete clause in a contract or legal agreement states that employees are not permitted to compete with their employer once their job ends. Additionally, these agreements forbid the employee from disclosing confidential or proprietary information to any third party while employed and later.
Non-Profit SOP
This ClickUp Doc helps you establish a comprehensive plan for nonprofit project execution.
Nursing Concept Whiteboard Map
Use this Whiteboard Nursing concept map to help organize data, pinpoint patient issues, and depict various healthcare procedures.
Operating Agreement
The members of a Limited Liability Company (LLC) utilize an operating agreement, which is a legally-binding contract, to set down the policies and procedures that govern how the company will be conducted. With the operating agreement template from ClickUp, you can make a unique contract with your own branding that specifies contribution information, member obligations, and profit sharing.
Operating Agreement LLC
A limited liability company (LLC) operating agreement, is a type of legal document that certifies a business' organizational structure, ownership of the business, outlines member responsibilities, etc. It is a key document for every business owner operating as an LLC, and in the majority of the countries, it is necessary when starting an LLC firm.
Operative Report
An operative report is a surgery's specifics recorded in a patient's medical file. It is typed into the patient's record after being stated immediately following surgery.
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.
PDCA Process Whiteboard
PDCA Process also called Continuous Improvement is a visual tool that categorizes all tasks into four stages: Plan, Do, Check, and Act. It breaks down tasks into smaller steps to identify the crucial area of the process. The ClickUp Whiteboard is a great way to execute the PDCA process.
Package Log
A Package Log provides a historical documentation of incoming and delivered packages. This ClickUp Package Log template is equipped with views and custom fields to help users of any type to keep track of packages.
Parenting Agreement
You and your ex-spouse will work together to draft a parenting agreement (also known as a parenting plan) that will specify how you will take care of raising your children following your divorce. The conflict that frequently results from separation can be reduced by creating an agreement that enables both parents to understand what is expected of them. This ClickUp Parenting Agreement template will help you create this legal document easily.
Partnership Agreement
A partnership agreement is a legal contract that specifies how two or more persons will run a small for-profit company. It outlines who will own what percentage of the business, how profits and losses will be allocated, and the delineation of responsibilities.
Party Planning
Party Planning is the process of designing and organizing activities required to achieve the desired goal for an event. This List provides the basic task List and setup that one needs to fulfill and complete when organizing a party.
Patient List
With the ClickUp Patient List Template, you can keep track of every patient's information and progress. The built-in form within this template makes it simpler to collect patient data and to update existing records.
Patient Management
As a healthcare provider, keeping track of every patient's medical history, lab results, conditions, and more is crucial for running a successful practice. The perfect patient tracking template helps save time on organizing your database so you can focus on what truly matters: giving the best care possible!
Payment History
If you are working with all your payment transactions — we’ve got you covered. This ClickUp template will provide an easy way to manage both your personal and business payment transactions. It will give you the ability to capture all your financial transactions and be ready when someone asks for proof/ record of payment.
Personal Budget
Are you looking for a way to get your finances in order and take control of your bank account? With the world being what it is today, money management has become more important than ever. Developing good budgeting habits can be the key to creating financial stability in life, allowing you to save for the things that really matter.
Personal Development Plan
You must approach growth strategically if you want to attain personal progress. Investigate your present situation and desired destination first. The abilities and areas you wish to concentrate on, as well as the activities you will utilize to accomplish them, will then be determined using this information.
Personal Habit Tracker
Use this template to help you keep track of your daily personal goals month over month!
Photography Contract
A photography contract outlines the obligations of both the photographer and the customer, in the service agreement they are getting into. ensures that all parties are aware of their responsibilities and are all on the same page. If you are a photographer, this ClickUp Doc template to help you get started with drafting your contract with your would-be client.
Physical Security Assessment Report
The Physical Security Assessment Report captures the results of specific physical security evaluations and communicates the results and the recommendations that follow. Use this Doc template to capture relevant details and share your findings with your stakeholders.
Plumbers Invoice
Easily bill your clients with ClickUp's customizable plumbing invoice template and monitor them in one convenient document.
Podcast Description
A podcast description is a fantastic way to attract new listeners to your show. It must be brief, clear, and information-dense—a tall order!
Podcast Script
The best way to ensure your podcast content is crystal clear, well-edited, and beneficial to your listeners is to write a script. Even if you're new to podcasting, it's helpful to have notes for each episode to keep you on track. Use this ClickUp Doc template to guide you to ensure a well-organized podcast episode!
Podcast Sponsorship
Your brand and the podcasts can both benefit from podcast sponsorship. ClickUp's Podcast Sponsorship template provides a basic guide to creating a podcast sponsorship proposal and includes the necessary topics related to it.
Policy Memo
Initiate a new course of action or policy change in a clear, organized manner using this Policy Memo Template.
Political Campaign Tracker
We've already outlined the basic and necessary steps needed for your political candidacy. Save time and focus on bigger things with this easy-to-use and comprehensive List template!
Pre-nuptial Agreement
Use this ClickUp Doc template to specify how your assets and possessions will be handled in the event of a divorce.
Printable Free Kudos Card
Use ClickUp's Printable Free Kudos Card template to create a neighborhood, team, or company-wide KUDOs Wall and show your appreciation for your friends, coworkers, and acquaintances.
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.
Professional Checklist for Inspection
Create a more manageable to-do list with the help of this checklist template and ensure that no tasks fall through the cracks.
Professional Report
This Professional Technical Report Template will help you easily create and present technical information in a format that is understandable and accessible to your team and your clients. It is segmented into parts that will give your readers and all around access to various degrees of information regarding your project.
Pros and Cons Whiteboard
Making a decision has never been this organized. With this visual template, list down all the positive and negative traits for a full analysis before making a conclusion.
Purchase Agreement
A Purchase Agreement is a legally binding document that serves as a contract between a buyer and a seller, which includes terms and conditions about the sale of goods. This also serves as documentation of the transaction that is signed by both parties.
Purchase and Sales Agreement
Purchase and sales contracts are typically used for complicated sales transactions involving real estate and corporate assets. It includes comprehensive information about the seller and the buyer, including full names, addresses, phone numbers, and the names of any co-signers who could be involved.
Quick start template
A template to help you learn the basics of the ClickUp!
Rank Tracker Report
The true, unfiltered data from a Rank Tracker Report, which accurately reflects your efforts, can help you improve business decisions and your SEO approach. Choosing the best KPIs for your company might be daunting because there are so many that you should monitor. Thankfully, our Rank Tracker Report is the ideal template and a fantastic place to begin your reporting requirements.
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 Market Report
Are you looking for a template that will let you document your city's real estate market by the numbers? This ClickUp template is probably what you need!
Real Estate Newsletter
By designing engaging real estate newsletters with the ClickUp Real Estate Newsletter Template, you can build a strong connection with your clients and offer value to their real estate search. Using this template, you can draft easily, and stress-free incorporate your unique concepts into a powerful real estate newsletter.
Real Estate Project Management
It is simple to forget the importance of project management in real estate when the goal is to make the project on schedule and under budget. The Real Estate Project Management List template from ClickUp guarantees no work or real estate need is overlooked.
Real Estate Transaction Checklist
The Real Estate Transaction Checklist Task Template offers a framework to make sure nothing is overlooked during a real estate transaction, from the pre-listing stage to the post-closing stage.
Recipe Cost
It’s not enough that you have a list of food recipes for your business. Manage your restaurant at a whole new level with this Recipe Template that includes ingredient portions and calculates your cost of expense.
Recommendation Report
In a recommendation report, solutions to problems or needs are suggested or recommended. The report's objectives include comparing many choices, recommending one, and endorsing that suggestion. This ClickUp template will help you develop this kind of report which is customizable based on your needs.
Rental Contract
A Rental Contract is a legal arrangement whereby a landlord rents out property to a tenant in return for regular payments. Use this ready-made contract in ClickUp to help you lay out your terms and conditions.
Report Cover
Report covers are used in various applications such as project reports, albums, and book covers. Use this template if you are looking for inspiration when creating your own report cover.
Report Form
A report form is a record of an incident that is used to give insurance companies the specifics of what occurred. If you are looking for one to help you with processing claims, this Doc template is definitely for you!
Report Register
Use this register template to record all the details of any workplace mishaps, including injuries, near misses, property damage, and health and safety concerns.
Report Sheet
Are you looking for a template that shows the results of your findings? Use this Report Sheet template.
Research Memo
A research memo is a formal letter or tool used to address concerns and ensure that the information contained in a research document used by an organization is correctly interpreted and comprehended.
Research Report
A research report thoroughly describes the research methods, approach, and findings for an evaluation project. This template can be used as a starting point for any type of basic research report (qualitative or quantitative), including needs assessment, baseline, and end-line surveys, or to describe the results of interviews or focus groups with program participants. Once you've written out your report it is important that all authors sign and date it before submitting the final copy to your client.
Reservation
This template ensures a seamless flow of customer bookings, from the creation of a reservation via a brief but thorough form to the fulfillment of the reservation.
Restaurant Inventory
Effective inventory management is a key component of long-term success for restaurants. To accommodate every customer and prevent spoilage and waste, use the ClickUp Restaurant Inventory Template to assist restaurants in maintaining the proper stock levels of goods and food.
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.
Restaurant SOP
To prepare a set of guidelines for the standards, procedures, processes, product, business methods and operations which will serve as a source of information, reference, guide and training "tool" in the effective and successful operation of a restaurant.
Retirement Checklist
Retirement is a milestone that most of us are looking forward to, but involves planning and preparation. This Retirement Checklist Doc template will enable you to plan for this important aspect of your life to ensure that you are prepared.
Retrospectives
Document your retrospectives using this easy to use document template. It includes best collaboration practices and a sample agenda. You can also use the same retrospective doc for one or many teams and document each successive retrospective on its own page.
Roof Inspection Report
Use this template in ClickUp to offer a thorough assessment of your client's roof and to save future maintenance costs.
Roommate Contract
A Roommate Contract, which is between or among the residents of a dwelling, specifies the ground rules for residing there. All parties specified in the contract are responsible for making all agreed-upon payments, including rent, bills, services, and other costs.
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.
Run of Show
A Run of Show is a planning method that outlines minute-by-minute line items within an event. It's like your event's storyboard – covering everything from production cues to speakers and event topics – so everyone knows what they need to do and when
Run of Show
This template will help you organize a team that will be involved to make this memorable event of yours happen. Collaborate, schedule, compare and analyze every involved factor in just one place.
SMART Goal Action Plan
Ensure that your SMART goals are followed through with ClickUp's SMART Goal Action Plan List template.
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.
Sailboat
Sailboat Template is a retrospective strategy that helps the team identify factors that affected the sprint goal such as challenges that were encountered, future risks foreseen, and motivations.
Sales and Purchase Agreement
Developing your own sales and purchase agreement from scratch? It is simple to do so thanks to the customizable Doc template from ClickUp.
School Schedule
Being organized is important for the student who is on-the-go. To ensure that you are maximizing your time, use this School Schedule template.
Scouting Report
Coaches can prepare a number of reports, including Coaches Reports, Player Reports, Bench Sheets, Game Day Reports, and more, using scouting report templates. This scouting report document template contains a player's statistics and is used to compare with those of other players at their position over a specified period of time.
Security Report
Security reports have legal, historical, evidential, and statistical importance, storing this information efficiently in record-keeping systems. Also, these reports provide detailed information on the given situation and can be referenced for a better course of action. This template allows the user to keep track of various security reports and distinct file numbers that facilitate effective record-keeping and access.
Self-Care Plan
Excited to work on a new hobby, try a new recipe, or take a social media break? In a world where distraction is around us, it is important to practice self-care and be mindful of your well being. Create a list of tasks that prioritizes self-care!
Separation Agreement
A written contract between two married people who choose to live apart is known as a separation agreement. It details the couple's terms regarding how they would need to manage their possessions, money, debt, and expenses while they are living apart. If you are in need to draft an agreement of this nature, then this ClickUp Doc template is for you.
Simple Gantt
Get a big picture overview of a project, visualize dependencies, and get ahead of blockers before they happen.
Simple House of Quality
Simple House of Quality is a component of Quality Function Deployment that ensures delivery of quality products and services when developing any of them.
Simple Mind Map
Brainstorm away with a simple mind map (aka mindmap) that can help you visualize ideas or your tasks.
Simple Payment Agreement
A payment agreement describes a loan's terms between a debtor and a creditor. Use this ClickUp Simple Payment Agreement template to generate professional payment agreements that you can fill up and customize if you're lending money.
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.
Simple Task Management
This is the perfect beginner template for anyone looking to get organized! Whether you’re planning out your vacation, store run, or daily to-dos, rest assured this will outline your priorities in an easy-to-understand way!
Simple To-Dos
Stay organized and efficient with all of your to-dos in one place. This simplified task management template will walk you through due dates, priorities, assignees, and more!
Simpler After Action Report
An After-Action Report is a document that summarizes the objectives, frameworks, and guidance, that are needed to prepare for an incident, exercise, or event along with the areas for improvement.
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 Expense Report
Use this small business expense report template for keeping tabs on financial outlays.
Special Education Classroom Schedule
Create a schedule for special education classes using the Special Education Classroom Schedule Template. Save time with an organized list of classes and activities that are customized according to your designed curriculum.
Sponsorship Form
Never miss a single transaction for your sponsorships with this template! Receive all applications, manage all requests, and track each progress in one platform efficiently for your entire team.
Sponsorship Form
Connect sponsors with the perfect cause using the sponsorship form task template.
Spreadsheet
Collecting critical information about your customers is key to every business. This template lets you collect important information about your customers, and helps you efficiently manage each one of them.
Spreadsheet
If you enjoy geeking out in spreadsheets and using custom formulas to streamline your workflow, then you're going to LOVE this template. Track everything from simple budgets, like for a one-time event, to more complex budgets like annual department spendings.
Stakeholder Analysis Matrix
A stakeholder analysis matrix is a technical way to understand how you should engage with the parties involved in your business based on their corresponding power/influence and interest.
Standard RFI
A Request for Information (RFI) emphasizes a pertinent query on a design or technical issue for which a written answer is necessary after containing a particular project and contextual administrative details. An RFI template's format and structure are standardized, simplifying and streamlining the official communication process.
Starting a Shoe Brand
Interested in starting a shoe brand but not sure where to start? This template will be your blueprint for turning your shoe sketches into a profitable business!
Story Outline
Creating a novel involves various elements to create a compelling story. Identify your scenes, characters, and locations needed to ensure your novel is filled with everything you envisioned it to be. Focus on your writing better with this easy-to-use ClickUp template and streamline your overall writing process!
Story Planning
This template gives you all the tools you need to organize and develop your story, including character and setting descriptions, scene breakdowns, and more. Save your time with this high-quality template!
Student
From syllabuses to grading criteria, it can be challenging to keep class notes organized. Not anymore! This template layout makes it easy to take notes according to each individual class’s requirements.
Student Education
Keep your courses organized using the Student/Education Template. Complete course requirements by noting them all in one place. Plan your days by checking the daily schedule and marking important activities like exams so you won't miss them.
Student Progress
Love the personal approach, but don't have the memory to remember all the details of how each individual student is doing? This template will help! Update in or after class with custom fields and comments to track behavior, issues, grades, and any other notes.
Student Project Planning
With the help of this practical student project planning template, you can efficiently handle your tasks and set up an effective educational procedure. Create an action plan, keep a to-do list on a timetable, list the supplies and equipment needed for the assignment, create a thorough description of the project's work, keep track of the deadline, and so on.
Submittal Log
Record and track project documents, drawings, material data and other information using the Submittal Log template. Ensure that submittals are conforming to the contract documents and delivered on time by monitoring logs.
Supervision Agenda
A Supervision Agenda is a document containing the agenda for a supervision meeting. This ClickUp document template provides a structure for this document which may be used by supervisors.
Supplier Audit Task
Use this ClickUp task template to track your audits! This template helps you create a solid audit plan and documentation, so you don't have to spend time auditing your audit in order to understand the data and results!
Syllabus Planning
Collaborate on lesson plans, resources, and ideas across your school. This template will help you collectively create and keep your lesson plans up to date. Best for shared planning environments with repeated syllabuses.
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.
Team Space
This template is a standard template that teams can use to get started in ClickUp. It has an example project structure and a designated area for the team to manage team operations. It is a great way to get familiar with how key ClickUp features can help you and your team increase productivity!
Template Operating Agreement
The members of a Limited Liability Company (LLC) utilize an operating agreement, which is a legally-binding contract, to set down the policies and procedures that govern how the company will be conducted.
Terms of Service
Your users or visitors must accept the terms of your Terms of Service agreement to access your website or app. This ClickUp Terms of Service legal document template can help you do this. It helps to keep control of your platform while reducing your legal liability.
Test Report
This template will help you summarize the results of the test conducted on your website, software, or any product.
Time Analysis
Track and evaluate idle time using the Time Analysis Template. Improve productivity by identifying causes of idle time and taking countermeasures to reduce them.
Time Box
Prioritize tasks or events that add the most value by using the Time Box Template. Time boxing or time blocking organizes and standardizes your calendar by thinking and deciding in advance which activities you'll spend time on.
Time Studies
Time study is a systematic process of directly observing and timing human work to determine how long it will take a skilled worker to complete the task when performing at a specific level of performance. This ClickUp Time Studies template can help observers to conduct this efficiency improvement technique in a structured way.
Trainer Notes
This Trainer Notes is a tool made to conduct and document training sessions so that they may be shared with the rest of the organization and become standardized.
Training Framework
A model that outlines the procedures involved in organizing and implementing a training plan is called the Training Framework. Use this template to get started!
Travel Planner
This travel planner template can be used as a simple way to stay organized on your travels. This enables you to list down cost-effective travel arrangements, travel-related files, and to-dos before and during your trip.
Trip Report
The purpose of a trip report is to state the purpose of travel and capture related details. This helps the reporter to provide details for the trip.
Trucking Invoice
Easily bill your customers with ClickUp's customizable trucking invoice template and monitor them in one convenient document.
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!
Vacation Planner
Monitor your team member's leave credits and vacation planning behavior using ClickUp's Vacation Plan Template.
Vacation Planner
This ClickUp template is designed to help you plan the perfect vacation. You can compare prices, create your packing list, and even upload all your documents so your vacation will be stress-free.
Vendor Agreement
A vendor agreement is a contract that specifies the essential terms of a business relationship, such as the products or services the vendor will offer, between a vendor and a customer. If you are looking for a template of a vendor agreement, you can absolutely refer to this ClickUp Doc!
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.
Volunteer Management
Plan and keep track of all your volunteer applications in one single platform!
Volunteer Schedule
Volunteer Work
Plan and keep track of all your volunteer applications in one single platform!
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 SOP
Order and routine are important in any warehouse, but if your facility handles regulated material, well-considered procedures may be necessary for compliance. Use this SOP template doc to detail approved vendors and processes for ordering material, catalog where shipments are received, document how deliveries should be verified before acceptance, and keep track of how paperwork (such as packing slips and labels) is processed.
Wedding Planner
The Wedding Planner task template provides a framework on how to organize a wedding step-by-step to make it as easy and stress-free as possible.
Wedding Preparation
Are you tying the knot? Plan your wedding stress-free using this wedding checklist to guide you. Organize and customize this checklist and make your wedding the perfect day.
Wiki
Your team's information is housed on a wiki, and like any home, it requires a solid foundation. Your team will be prepared for sustained wiki success by following these quick-start instructions.
Work Contract
To formally set up your work arrangement with a new employee, utilize the Work Contract Doc template from ClickUp. The work agreement terms specify the employee's duties, compensation rates, and working hours. Both parties may consult the contract in the case of a dispute or disagreement on the conditions of employment.
Workshop Agenda
Tired of listing down general activities for your scheduled workshops? With this workshop agenda template, focus more on the activities and less on the document creation part. This template helps track all the phases of the activity.
Writing Guidelines
A solid understanding of your tone in writing is critical when establishing a solid brand identity. This allows you to engage with your customers in a brand-identifiable manner and reinforces your image as a company. Most content-creating teams are made up of diverse personalities and writing skills - making writing a little challenging to standardize. This is when a Writing Guidelines template can help. Use this template to refer to your brand identity, represented in the way you write.
Year in Review
This template will help you plan and review your year, allowing you to look back on all the important milestones you reached during the last 12 months.