PMO - Project Management
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.
4Ls Retro
Spice up your project team's retrospective sessions with this creative Doc template. This format allows your team members to go in-depth with their project takeaways.
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.
5x5 Matrix Whiteboard
A 5x5 risk matrix is a particular kind of risk matrix that is graphically depicted as a table or grid and comprises 5 categories for probability (along the X axis) and impact (along the Y axis), all of which are ranked from low to high.
AI Enhanced Project Portfolio
Elevate your project management with ClickUp Brain! Effortlessly generate project descriptions, create action items, and more — making portfolio management a breeze.
Action Plan
Creating an action plan is an effective way to manage your projects and keep your focus directed towards your goals.
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.
Activity Report
An Activity Report Template is a document that is used by a person or a company to list the outcomes of their projects, and other activities over a given period of time.
Affinity Diagram
Brainstorm and group ideas to develop effective solutions using this Affinity Diagram Whiteboard template. Use this to generate and consolidate information.
Agenda
Whether it's a homeroom PTA meeting, a general staff meeting, or an executive board meeting, save effort and time for all attendees using the Agenda Template. This template provides you with an accessible option in laying out a brief list of topics and staying on track with the goals you have set.
Agile Project Management
This template is perfect for non-software development teams looking to implement agile methodologies, such as Kanban or Scrum. Use the Form to streamline requests into the backlog where they can be prioritized. Use a Board or Sprints to execute work. Run agile ceremonies like retrospectives to continuously improve.
Agile Scrum Management
This template provides Agile Scrum teams a solution that standardizes delivery of software following the agile scrum methodology - from backlog grooming, sprint planning and daily standups all the way through to sprint reviews and retrospectives. Help your product, engineering, and QA teams collaborate better together.
Agile Sprints Events
The purpose of this Doc is to serve as a way to document all event meeting notes, decisions, events, and learnings during the entire Sprint process using the Agile Scrum Methodology.
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.
Assumption Grid Decision Matrix
The assumption grid is a type of decision-making tool that organizes ideas based on the level of certainty and risks associated with it.
Audit Program
Monitor and effectively take care of your business' fixed assets using this Audit Program template.
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.
Block Diagram
A block diagram is a system's representation of its main components or functions through the use of blocks connected by lines that reveal the connections between the blocks. They are widely used in engineering for process flow diagrams, software design, electronic design, and hardware design.
Block Scheduling
Organize your team's day, week, and month with this block scheduling template!
Board
Visualize your work and maximize your team flow. Easily see the big picture of the project you’re working on by customizing your workflow columns. You’ll optimize your release cycle in no time!
Board Matrix
This Board Matrix template is a handy tool for examining the qualifications and demographics of your presentation board. Use this template to compile a list of the necessary skills and demographics for your board.
Board Report
Board reports provide the details that board members need to know before a meeting and act as a reference guide for topics addressed in the agenda, minutes, or executive summary report.
Brainstorm Ideas
Brainstorming for new projects will be easier and more organized with this brainstorm ideas template!
Brainstorming
This brainstorming template gives you a vast space to organize your team's solution for whatever problem! This template aims to help you solve problems structurally and increase team collaboration without the workspace getting too crowded.
Budgeted Project Management
Manage and track the progress of a project using the Numbers Project Management template. With a simple and easy-to-use project management tool, know a project's schedule and status of activities.
Business Offer
Want to propose a partnership with another organization? ClickUp's customizable Business Offer document template can help you create a proposal effectively.
Business Plan
Venturing into a new business? Make sure to develop your business plan completely through this ClickUp template. As the saying goes, failing to plan is planning to fail.
Business Requirements Document
This Business Requirements Document template will help you outline the business solution for a project, taking into account the needs and expectations of the user, the motivation for the solution, and any major roadblocks that would prevent a successful deployment.
Calendar Planner
Manage all your activities and keep everything organized with this template. This Calendar Planner Template summarizes all your tasks, meetings, and events on one platform.
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 Control Board
Use this template to visually present your Change Control Board (CCB). The group is in charge of advising or choosing how to respond to requests for revisions to baselined work.
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!
Change Management Plan
Use this Change Management Plan template to ensure that management can plan, implement and monitor the necessary changes in the business successfully.
Change Management Simple Plan
The way a company handles a major shift or transition can make or break the situation. With this template's pre-defined structure and suggested fields, you can get started right away by filling in the gaps and expanding the template with more details to finish your change management plan more quickly and effectively.
Change Request
Are you confused about the many requests for change happening on your projects? Worry not as ClickUp got you this template to efficiently manage the systematic process of evaluating and approving change requests for your projects.
ChatGPT Prompts for Project Management
You've just uncovered an incredible collection of project management prompts (190+) that will elevate your projects and inspire your team like never before.
Circle Map
ClickUp's Circle Map Template will help you start brainstorming any new ideas, concepts, or projects. Use this template to see a detailed representation of a circle map and modify it for your needs.
Commercial Proposal
This Commercial Proposal template will help businesses present their offerings to other companies effectively to land partnerships.
Communication Plan
Create a comprehensive project communication plan by using this Doc to help easily plan out your business messaging strategy.
Communications Plan Whiteboard
Communicate information to the right stakeholders efficiently with the help of a communications plan. The strategy will specify the messages you need to spread, who you're targeting with them, and which channel to use.
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.
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.
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.
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 Gantt Chart
Construction is a big deal and it’s important to keep your team on track. This is a simple, easy-to-use construction Gantt chart that lets you track milestones, deliver on time and keep everyone on the same page.
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 Project Management
Welcome to the Construction Template in ClickUp! This template aims to assist Construction firms and Builders of all sizes. This template will help you as a manager (Project Manager, Site Manager, Construction Manager etc.) and as a team member (Contract Administrator, Draftsman, Contractor etc.) in planning or scheduling
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.
Content Calendar
This Content Plan List will help you create a procedure for content generation easily, plan when, and how your content will be shown, and share content regularly to stay on your marketing track.
Cost Analysis
Cost Analysis is an efficient way to monitor the financial status of a business. This helps you keep track of your cash flows and determine the benefit costs.
Critical Pathway Analysis
A Critical Path Analysis formally identifies tasks that must be completed on time for the whole project to be completed on time. It also identifies which tasks can be delayed if resources need to be reallocated to catch up on missed or overrunning tasks.
Critical Pathway Analysis
Easily navigate through your project and determine the critical path of it by using this ready-made template!
Cross Functional Project by Departments
The cross-functional folder template offers a framework for a company to make it easier in monitoring and manage different teams working together in order to successfully deliver a project.
DACI Model
DACI Model is a technique and a framework used to make decision-making easier and more effective for a team or an organization. Use this task template to effectively score upcoming decisions.
DACI Model
DACI template helps your team decide structurally. This gives you a high-level overview of the team involved with a project as it provides you project driver, approver, contributor, and the team to be informed.
Deadlines
See the project timeline and track deadlines using the Deadlines Template. Manage projects by assigning tasks, setting the start and due dates, and setting milestones for the project.
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 and Change Log
The decision and change log is a component of your project communications files. It retains a record of the discussions that took place, making it both a follow-up to communications activity and a standalone communication record.
Dependency Mapping
There are numerous moving pieces in a project, some of which depend on other parties to advance. If bottlenecks and unforeseen problems are not addressed, your project's success may be more challenging to accomplish. To start planning for such dependencies, use this Doc template.
Deployment Plan
Thinking of deploying a new system to your team? Apply this template to get started!
Design Board
Use this List template to streamline the process of your product design processes. Collaboration, timeline management, and revisions are done in a single location.
Effort Impact Matrix
An Effort Impact Matrix is used as a tool for decision-making to rank projects according to their prospective impact and the amount of work needed to complete them. This ClickUp Effort Impact Matrix template can help the company's Project Management Office (PMO) to determine the prioritization of company activities or projects based on the effort required and its impact on the organization's goals.
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 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.
Event Planners Checklist
This Event Planners Checklist Template will provide a step-by-step task list divided into phases and components to help you easily plan your next event.
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!
Example Project Plan
No more second-guessing and no more wondering. Planning your project from start to finish is as easy as ABCD. With this simple, straightforward template that does all the thinking for you, you'll be able to plan your project with confidence & make sure it stays on track.
Executive Project Status Report
This ClickUp template for executive project status reports may assist in keeping stakeholders updated and projects on schedule. Through custom fields and different views, this template will surely make overseeing multiple projects easier.
Executive Summary
An Executive Summary is a shorter version of a longer report or proposal which allows the reader to quickly understand the main points without having to read the entire document. This ClickUp template helps you develop this document efficiently and effectively through its pre-made structure and editing instructions.
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.
Fillable Timeline
A blank timeline is a great way to start planning your project, event, lessons, or any other applications where the sequence of activities is very important. This ClickUp Fillable Timeline template is equipped with views and custom fields that can help any type of person who is in need of a structured blank timeline.
Final Project Report
This Final Project Report will help in documenting what has transpired in your project and if the objectives have been met. This serves as an overall project assessment tool to identify process improvements in the next projects to be done.
Force Field Diagram
Fore field analysis is a type of root cause analysis that helps users to identify factors that will be an advantage or disadvantage to the activity or process on evaluation. It also incorporates the strength of impact of the factor by rating its effect towards the task. This whiteboard template helps break it all down!
Gantt Timeline
Use this Gantt Timeline template as your management tool to monitor your business operations daily. This comes with a daily, monthly, and yearly process overview.
Go to Market Strategy
Create a step by step approach on how your organization will bring a product to the market. Collaborate with teams and align you goals in one shared workspace. Map out your tasks, add due dates and predict completion date for each tasks.
High Level Project Plan
Define and track your team's deliverables using this high-level project plan template!
Hiring Checklist
Onboard your new hires smoothly by applying this hiring checklist template!
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 Remodeling Project Plan
There are many tasks and factors to think about when remodeling a home. A template is highly beneficial for an extensive project like this. For simpler and more efficient work on each home remodeling project you manage, use ClickUp's Home Remodeling Project Plan Template.
Home Renovation
Track your home renovation project with ease. With so many pieces in a typical project, it can become overwhelming to keep track of progress, dependencies and to-do's. This template makes it easy to stay up to date on tasks, next steps and overall project completion.
Home Renovation Project Management
Effective home renovation project management helps you minimize costs and stay within budget on all of your home extension or renovation projects. Here at ClickUp, we've put together a Folder that will detail what you need and will work best for your home improvement project!
IRAAD
The IRAAD Template is a simple project management tool to record information and events that could impact the project. It is a common reference for details related to the project's issues, risks, actions, assumptions, and decisions or IRAAD. Other variations of this template are RAID, IRAD, and RAAIDD.
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 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.
Innovation Idea Management
Thinking of how to manage multiple innovation ideas of your team members? Worry no more as ClickUp got you this template equipped with all the necessary features that will help you efficiently and effectively manage innovation ideas.
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.
KWL Chart
KWL (Know-Want-Learned) Chart is a visual tool that helps the user to organize ideas. It is useful in research projects, monitoring one's learning progress, and enhancing one's interest in a new topic.
Kanban
Visualize your work and maximize your team flow. Easily see the big picture of the project you’re working on by customizing your swimlane columns. You’ll optimize your release cycle in no time!
Kano Model Whiteboard
A Kano Model is a way to understand customers by categorizing the features of a certain product or service. It is measured by the satisfaction level vs the achievement of the current product/service being evaluated.
Large Account Management Process
Build a lifetime relationship with your biggest client by using this Large Account Management Process template step-by-step process guide.
Legal Project Management
This template provides a framework for developing a legal project management (LPM) program and educating stakeholders. This guide is for internal and law firm use.
Meeting Checklist
Hold productive, collaborative and efficient meetings with the help of our Meeting Checklist template! The meeting guidelines and checklists help ensure that you've covered all the areas needed!
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!
Messaging Matrix
Planning to launch new products or features? Try this messaging matrix template that will help you smoothly launch these ideas by providing a roadmap for your brand positioning.
Milestone Chart
Document your project milestones in a visual, fun, and collaborative way with ClickUp's Milestone Chart Whiteboard template.
Monthly Project Status Report
A Monthly Project Status Report is a document that details a project's advancement over the course of a month and contrasts it with the project plan. Project managers use status reports to update stakeholders on the state of the project and track expenses, risks, workload, and time.
Multiple Project Status Report
Are you looking for the perfect template to manage multiple projects? Use this ClickUp Doc template so you won't miss a single beat!
Mutual Action Plan
The Mutual Action Plan (MAP) is used as a source of truth for all procedures, resources, and things needed to authenticate, onboard, and see value from the vendor.
Non-Profit SOP
This ClickUp Doc helps you establish a comprehensive plan for nonprofit project execution.
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.
Open Issues List
Submit and track issues effectively using the Open Issues List Template. Manage reported issues with a standardized process and address them in a timely manner.
Operational Plan
Use this Operational Plan List template to strategically plan your business out and ensure optimal success.
Organizational Chart
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.
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.
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.
Performance Report
Report the overall progress of several projects using this performance report 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.
Pi Planning
Using the PI Planning Template, you can direct your team toward a shared goal and choose which stories to pursue. This will give you a clear picture of your team's backlog, including workload, capacity, and risks.
Planning a Project
Planning to conduct a project? Good news! ClickUp got this Planning a Project template to help project managers and teams lay out the tasks that they have to accomplish, assign tasks to team members, and schedule the duration of the tasks.
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.
Portfolio Management
Portfolio Management is the centralized control of the procedures, techniques, and tools that project managers and project management offices use to evaluate and coordinate the management of ongoing or future projects based on a variety of essential criteria.
Prioritization Matrix
ClickUp's Prioritization Whiteboard Template can help your team increase efficiency and save resources. It's a great tool for determining which ideas, concepts, or initiatives are most deserving of attention.
Prioritization matrix
The Prioritization Matrix provided by ClickUp will help you prioritize items according to how they will influence a user and how much effort will be required to implement them. It is an excellent tool to use for the assessment of improvements, workflows, and many more. Items can be easily prioritized when it is plotted in the 3x3 matrix.
Priority Matrix
A priority matrix is a tool that identifies critical tasks plotted in time requirement (Urgency) and impact of task or project (importance).'
Probability and Impact Matrix
You can evaluate potential hazards and risks to your business with the aid of a Probability and Impact Matrix. To get started with your risk management, use this ClickUp's Whiteboard Probability and Impact 2x2 Matrix template.
Procedure Template
A procedure template is a documentation product that clearly outlines a process flow, and defines the purpose of the work, and its objectives. It is sometimes referred to as written instructions that focus on what exactly the employee needs to do, step by step.
Process FMEA Lean Six Sigma
This FMEA template can assist you in adopting a systematic approach to identifying modes of failures including probability of occurrence and detection, as well as the recommended actions to mitigate effects and detect causes.
Process Flow
Visualize your process easier by simply applying the Process Flow Template that ClickUp has for you!
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 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.
Product Brief Document
Ensure cross-functional alignment between teams with this product brief. It includes an example outline for topics such as goals, success criteria, release plan, functional specs, and more!
Product Strategy
The interactive product strategy template provides structure to help you plan and visualize your product strategy. Visualize releases and build consensus across key decision makers with a unified, single source of product information and team accountability.
Production Tracking
Production tracking template helps you produce quality videos on time by using its built-in production pipeline.
Program Increment Board
The core of the Agile Release Train is Program Increment (PI) planning. It builds the tracks for the train to ensure that every train car travels in the same direction. Use this Whiteboard template and start Program Increment planning
Program Management
This program Management Template is your perfect tool for creating a simple schedule and tracking progress. It organizes tasks, risks, and issues in a way that gets the work done. This template could be used for any project manager with the goal of staying organized while making sure that you have time to get the most out of each day.
Program Proposal
You can introduce your planned program using this Program Proposal template that ClickUp has stored for you! This serves as a pitch, proving that you are ready and knowledgeable regarding the benefits, structure, and system of the program.
Program Status Report
If you are managing a portfolio or program, looking for a template that encapsulates important details of all of your projects is critical. Use this program status report template to help you do just that.
Program Summary
A program summary is a brief document that provides an overview of a longer report or business plan. The goal of a program summary is to keep your team members informed of the important details without having to read a longer document.
Program Tracker
This template enables the team to track the progress of each project in the pipeline and assess project importance and priority. The different views also allow the user to determine the timeline per department and the work capacity of each member.
Program Update
Report compelling and efficient program updates by using this template!
Project Approval Process
If you need a procedure for approving any of your crucial business decisions, use this project approval process task template!
Project Assessment
A project assessment is a document used to determine a project's level of complexity. Use this ClickUp template if you want to quickly capture important details that are needed for this exercise.
Project Backlog
Project Backlog is a management tool that can be used to manage and monitor crucial tasks in operations.
Project Board
Use this template to track the progress of multiple projects planned in a year. Equipped with different views and custom fields, this template will surely make project monitoring easier.
Project Budget with WBS
Break down the project scope into activities and track the budget using the Project Budget with WBS Template. Visualize the project progress and know in an instant whether you are saving or getting over the budget.
Project Charter
A Project Charter is a document that authorizes a project from initiation to closure. It sets the scope, objectives, and people involved in the project. It entails the goals and deadlines of the project.
Project Checklist
Planning on doing a project? Let ClickUp help you identify what you need to do through this Project Checklist task template. This template is composed of general subtasks which serve as the general requirements for all projects.
Project Closure
Ensure that projects are effectively closed out and that lessons learned are documented using this project closure template.
Project Closure
This is the last phase of a project. This is the part when the project manager checks if the client, stakeholder or customer has accepted the project deliverables.
Project Cost Analysis
Project Cost Analysis helps you monitor the project's profitability. This template shows the number of units, price per unit, and total cost for each item or task. Additionally, this ClickUp template is equipped with a calculation feature for easier computations.
Project Cost Management
Track high-level budget in your projects with your project cost management template!
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 Deliverables
An awesome plan leads to awesome execution! Execute deliverables with this Project template. This template will help you get an overview of your project's deliverables, assigned owners, timelines, and budget to help you keep track of the progress of your deliverables.
Project Execution Plan
This project execution plan template helps you standardize your organization's project planning and execution process. Project scope, project goals, quality specifications, technical specifications, resource allocation, project schedule, and communication plan are all included in the template. Used as a tool for your project management software solution.
Project Framework
A project management framework offers project managers a structured and organized set of procedures, techniques, instruments, and guidelines to follow when taking on project work. This Doc template can be used to consistently provide value to project stakeholders.
Project Handover
The Project Handover template aims to help you provide a document that includes all the important details about the project transition to ensure a smooth and successful transfer.
Project Implementation Plan
A project implementation plan outlines the process for carrying out a project. Implementation plans outline the project's strategic goals and steps, specify the schedule for completion, and describe the resources (such as team members) required for a job well done.
Project Kick Off Meeting
A Project Kickoff Meeting is a crucial step prior to executing a project as it sets the pacing and connections between team members. To help you successfully conduct this meeting, ClickUp got you this task template equipped with a checklist containing the different topics that may be discussed.
Project Log
Get organized! Track your project tasks, add, edit and update new project entries with ease and be a more productive worker. Project Log Doc Template provides a simplified document that is user-friendly and can be used for any construction project.
Project Management
Driving large, complex, cross-functional projects/programs from inception to completion is like herding cats. ClickUp makes it easy for project managers, program managers, and portfolio managers to remove silos and barriers, and execute efficiently and quickly.
Project Management Approach
This Project Management Approach Template will show you the vital information and steps in managing and accomplishing your project. With this template, you can manage your project as a whole efficiently and effectively.
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.
Project Management Decision Log
The decisions you make can determine the success or failure of your project. Use this project management decision log template to ensure that all decision points are captured in one place!
Project Management Folder Structure
Keep project resources organized and easy-to-find using the Project Management Folder Structure Template. Create a standard structure for your project's resources to save everyone's time in managing files and searching for documents.
Project Management Framework
The Project Management Framework is a template that serves as a guideline in creating and starting a new project. It is categorized into different sections and plotted over a timeline.
Project Management Lessons Learned
Could you have done a better job on your most recent assignment? This project management lessons learned template can help you organize your insights from working on projects.
Project Management Meeting Minutes
This Project Management Meeting Minutes Template will help keep track of progress, issues, changes, and action items of the projects you're running.
Project Management One Pager
Lost within initiating a project? Use this project management one-pager template to get the ball rolling!
Project Management Playbook
Project Management Playbook template is a planning tool that enables you to allign your projects' progress to your company's traditional operations.
Project Management Report
Even with meticulous planning, issues and difficulties occasionally arise. The Project Management Report aims to diagnose and communicate these difficulties through systemized and on-time reporting. With this, problems and gaps can be addressed immediately.
Project Management Requirements
Looking to start a project soon? This project management requirements template lists down all you'll need!
Project Management Review
A Project Management Review aids in deciding whether or not it is worthwhile to continue working on a project. This document is useful in determining whether the project is producing the expected results for the organization, which gives your business an excellent chance to get feedback on the course and success of a project.
Project Management Risk Analysis
To effectively execute a project, risks should be accounted for. This ClickUp Project Management Risk Analysis template helps project managers analyze project risks and provide appropriate mitigation actions.
Project Management Roles and Responsibilities
Present your project clearly and manage your responsibilities and tasks accordingly with the Project Roles and Responsibilities template.
Project Management Schedule
Designing a schedule for your project team? Get this project management template for your Workspace to start!
Project Management Services Contract
Landed a new client? Use this project management contract template to enter into an agreement smoothly!
Project Management Spreadsheet
Applicable to projects of any size, this project management spreadsheet template will help you and your team achieve your deliverables on time!
Project Management Tasks Plan
Project management is the process of achieving all project goals within the given constraints. This ClickUp Project Management Tasks template provides an effective structure for project managers in doing project management.
Project Manager - Statement of Purpose
A Statement of Purpose (SOP) Project Management essay describes your background and qualities that make you a suitable candidate for an MBA or MSc in a project management program. Additionally, it would highlight the special talents and capabilities you possess that allow you to complete the course effectively.
Project Mapping
Plan projects in a creative and engaging way by using mind maps. The Project Mapping Template is a collaborative tool to brainstorm and manage ideas for planning projects. Organize information visually and connect items to see their relationships.
Project Metrics
Check and test the quality of deliverables in for the project requirements using the Project Metrics Template. These project or quality metrics is key to measuring the performance of the project and provide information which items can be improved.
Project Monitoring and Control Plan
Monitoring and control give project managers real-time status reports to inform decisions and sustain stakeholder dialogue. Project managers monitor data to ensure work is on goal, on budget, and on time.
Project Narrative
A project narrative serves as an overview of a project and an essential component of a project proposal. This ClickUp template will help you develop this document to ensure that you land your proposal.
Project Network Diagram
A network diagram template covers typical shapes for PCs, servers, and other network components. Use this template to either plan a network you're intending to build or to document a network so that others can understand it.
Project Note
roject notes are documents that offer supplementary or extra information to help the reader understand the project better. Such project notes are made public for various reasons and in various formats. One can gain an overview of the project and use it to clarify particular sections of a project report.
Project Outline
This project outline template serves as a blueprint of your project once approved. This is a central part of project planning that includes project goals, objectives, necessary resources, and a timeline.
Project Planner
A Project Planner is meant to deliver the project's stated scope, make stakeholder communication easier, and keep track of planning assumptions and decisions. It is used to document and communicate expectations, manage delivery and schedule, and assess and control risks.
Project Post Mortem
Things don't always go as planned, but you can use lessons learned to help you do better for future projects! Use this post-mortem template to document lessons learned.
Project Post Mortem
This template will help manage all the matters that must be discussed in a Project Post-Mortem meeting. Through the different features of this template, efficient discussion during the meeting can be achieved for an advanced project.
Project Progress Report
Producing progress reports on a regular basis is crucial for businesses since it keeps the team and external stakeholders informed about the project's progress and any planned next steps for success. Here is a sample project report that you can use to update the status of the project, the milestones you've reached, and any support requests you might have.
Project Proposal Whiteboard
This Project Proposal Whiteboard Template is an easy-to-edit template designed to prepare for a presentation to a new project proposal that aims to meet an organizational need or solve a problem.
Project Report
Simply said, a project report is a document that gives information on the general state of the project or certain areas of its performance. No matter the report's format, it always contains project data based on management, technical, financial, economic, or production-related considerations.
Project Reporting
A project manager can locate and focus on issue areas that require more attention when they have a comprehensive picture of a project's high-level KPIs and overall performance. Use this Project Report template to keep tabs on the progress of important project elements like tasks, expenses, and outstanding action items.
Project Request and Approval
With its flexible pre-built views, Custom Statuses, Custom Fields, and more, ClickUp's project management template will instantly become any PM's new best friend.
Project Resource Matrix
Effective resource planning is a must in projects as this determines the expected total cost of resources. This ClickUp template is equipped with the information for you to plan your resources effectively.
Project Retrospective
A Project Retrospective is a procedure for evaluating if a project was a success or a failure, and to be able to determine what can be done in the future, so as to further prevent failures.
Project Review
A Review Document is a comprehensive report examining how a project was carried out. It considers the lessons learned, the best practices used, how it fared during an audit, and if it had adequate program management and controls.
Project Roadmap Whiteboard
A project roadmap is a summary that lists key deliverables in chronological order. It is a very helpful technique to coordinate project goals and schedules with other teams while also managing stakeholder expectations.
Project Roadmap Whiteboard
You can now create a visually appealing roadmap slide for your product features, projects, IT, or even strategies. This template is a communication tool that presents the main goals, steps, and milestones in different phases.
Project Schedule
This list is designed to give you a way to keep track of all your projects simultaneously. Manage all of your incoming and active projects at a high-level using this Project Schedule template.
Project Scope Whiteboard
Need some direction to help build your project? The project scope whiteboard contains a precise summary of activities, resources, dates, and deliverables.
Project Status Report
The overall progress of a project as compared to the expected project plan is summarized in a project status report. This project status report whiteboard template aims to keep all stakeholders up to date on the development, prevent problems before they occur, and guarantee that the project will be completed within the allotted time frame.
Project Strategy
Efficiently manage projects of any size and complexity while keeping all stakeholders looped within all status updates using this straightforward and intuitive template.
Project Timeline Whiteboard
In creating a bird's eye view of your project, it is necessary to plot all major activities in a timeline. This template comes in very handy for this purpose. You can also highlight your project's milestones and important tasks.
Project Tracker
With the project tracker, any task can be grouped into a designated stage and tracked accordingly. Assigned team members can now plot their tasks in a timely manner alongside the tasks of other co-members in a project.
Project Tracker
A simple project has never been this simple to track! With the project tracker, any task can be grouped into a designated stage and tracked accordingly. Assigned team members can now plot their tasks in a timely manner alongside the tasks of other co-members in a project.
Project Work Plan
Plan and manage projects effectively using the Project Work Plan Template. Track planned vs actual work hours to help prioritize activities and adjust the project schedule accordingly.
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.
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.
Quality Control Checklist
To make sure quality is planned for your project, use a quality control checklist. You can relax knowing that everything will be taken care of. Quality over quantity, as we often say.
Quick Start: Project Management
Quick Start templates are designed to help you get up and running with ClickUp faster. This one features strategic planning to align goals, a project portfolio to track progress, an example project for reference, and a team wiki to foster knowledge sharing. Get your projects on track efficiently and achieve success!
RACI Matrix
In managing a complex project, it is important to know the insights of various professionals. The RACI Matrix is the most suitable chart to be used in cases such as this as it determines the Responsible, Accountable, Consulted, and Individual people in your project phases.
RACI Planning
Use our RACI Planning Doc Template for your projects planning. This is a Doc with a chart that identifies and outlines the roles and responsibilities of team members in relation to project tasks.
RAG Reporting
Every project is expected to regularly report its status and progress. Use this RAG reporting template to ensure accuracy and seamless reports for your stakeholders!
RAID Log
ClickUp provides the RAID log template to track your organization's risks, assumptions, issues, and dependencies in a single place.
Rebranding Project
Planning a corporate rebranding project and want to ensure its success? This template is one of the most effective and cost-efficient ways to rebrand your company, product, or service. This template will provide you with a full set of visual identity design elements for all purposes you need for effective rebranding.
Release Notes
Use ClickUp Docs to create and share release notes. This template provides an example structure that our very own ClickUp Product Teams use to share product release notes both internally and externally.
Resource Allocation
Use this resource allocation template to keep track of the organization's materials, manpower, and such for every project.
Resource Allocation
This resource management template will help you get organized and stay productive. Drag-and-drop subtasks, to easily create and manage resources associated with any projects.
Resource Management People
Correct resource management is crucial in every enterprise that relies on human effort. Use this resource management people template to properly match your manpower to the right assignments!
Responsibility Assignment Matrix
Using ClickUp Whiteboards, the Responsibility Assignment Matrix gives an "at a glance" description of what is required of each project team member. This will help your team be more productive, stay organized, and be aware of the 'RACI' of each project!
Risk Analysis Whiteboard
Need assistance with your risk management initiatives? This risk analysis template will do the trick!
Risk Assessment Whiteboard
Risk Assessment is a crucial project management practice to ensure that the least number of surprises occur for your ongoing projects. This template offers a systematic process for identifying, assessing, and controlling hazards and risks to improve the chance of successful project completion.
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!
Ritual Reset
It's important for any high-performing teams to pause every now and then to assess if their activities or 'rituals' are still serving their purpose. In cases when you need a guiding Doc template, use this.
Roadmap Whiteboard
You can now create a visually appealing road map for your new product, project, or plan. This Whiteboard enables you to keep track of the life cycle of a new product along with the people involved to make it happen. A finished roadmap serves as guidance for future project management of new products.
Role Based Access Control Matrix
Role Based Access Control (RBAC) is a new approach to controlling user access to different features of a software application or website. This ClickUp Role Based Control Matrix is equipped with views and custom fields to help administrators identify the use-case access of each role.
Roles and Permission Matrix
The roles and permission matrix is a grid-type list that shows the roles or tasks with their respective approvers. It also offers other pertinent information relative to requesting prior permission execution of a specific task.
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.
Scope Management Plan
A Scope Management Plan identifies and documents project goals as part of the planning process and establishes control factors that may be applied to components that effect changes during the project's lifecycle. To ensure that your project has a well-defined scope, use this ClickUp 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.
Scrum Meeting
Daily status meetings about tasks and to-dos for projects ensure that a team is aware of the progress on their front. These meetings are usually held at the same time every day and typically last 15 minutes.
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.
Simple Gantt
Get a big picture overview of a project, visualize dependencies, and get ahead of blockers before they happen.
Simple Gantt Chart
Agendas are an essential part of meetings to ensure a smooth flow of conversation between attendees. Utilizing the dependencies feature of ClickUp, this template allows the smooth transition between meeting agendas and the recording of all essential information extracted from agendas with ease.
Simple Pert Chart
Using this template, you can now visually monitor your project's procedures and timeline with ease. This will help you arrange your project's tasks by providing a visual representation of their relationships (dependencies). Now is the time to map your procedures!
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!
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.
Sprint Retrospective Brainstorm
Save time and gain valuable insights with this simple Sprint Retrospective Template. Whether you are running an agile team or a project management office, this template will help you build a crystal-clear picture of what went well, what didn't go so well, and what to change in the future.
Sprint Retrospective Brainstorm
Save time and gain valuable insights with this simple Sprint Retrospective Template. Whether you are running an agile team or a project management office, this template will help you build a crystal-clear picture of what went well, what didn't go so well, and what to change in the future.
Stakeholder List
Capture the details including the expectations from the project outcome of your stakeholders using this Stakeholder List template.
Stakeholder Map
Identify crucial stakeholders of your projects by using this stakeholder map template!
Start Stop Continue
Start, Stop, Continue chart is a visual tool that helps the user reflect on the current tasks or activities. It gives an overall view on the experience and/or feedback.
Start Stop Whiteboard
You can now visually create and discuss a list of doable suggestions for work improvement using this Start, Stop, Continue template. This advanced template makes it easier to get a quick retrospective on the team's experiences.
Step by Step: Managing a Project
Starting a new project can be overwhelming. There can be many moving parts during the project life cycle to manage. Use this template and understand how Project managers oversee the entire life cycle of a project and must use all the tools, methods, and resources available to them to get things done!
Strategic Roadmap
Planning strategies is very important for a business to succeed. With this, ClickUp got you this template to help visualize your organization's strategic roadmap.
Summary Report
Do you need to prepare a detailed synopsis of any business, school, or function report? Be sure to present using a formal summary report. This tool will surely help you gather all details in an executive summary format and present them in an organized manner.
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.
Task Management
At the heart of every efficient team is one thing: excellent task management. The perfect task management template is built for all team members, projects, and workflows—which is why we created it!
Task Management
At the heart of every efficient team is one thing: excellent task management. The perfect task management template is built for all team members, projects, and workflows—which is why we created it! Give yourself the power to narrow down on the most important tasks at hand by viewing them in a List, Board, and Calendar.
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 Schedule
Want to see your team members' schedules? This team schedule template is for you! Listing down tasks and grouping them per team member is made easier and more interactive using different views with this template.
Test Case
Test cases are necessary to ensure that a project or software is working properly. This test case template will help your team keep track of all test cases needed to accomplish by the team.
Timeline Whiteboard
Make history known and gather a visual representation of significant events with this Timeline Whiteboard template. It's easy, fun, and visually appealing that will help you save time and accomplish what you need.
Traceability Matrix
A traceability matrix template is commonly used for documenting technical details of business requirements. This helps the team understand the levels of testing done to a requirement. As well as the objectives of the requirement, how to achieve these, and how to confirm if you are successfully implemented the requirement.
Traceability Matrix Testing
Use this advanced traceability matrix template to review test cases for your every need!
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!
Urgent Important Matrix
Trying to decide between what is urgent, important, or both? Use this ClickUp template to help you decide!
Usability Testing
Fill in this whiteboard as you build towards accomplishing goals for projects or products. Identify key personas, and create a space for providing open feedback!
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.
V2mom
Set your team's annual goals with this ClickUp V2MOM template. This template will help drive focus and alignment among your team members.
Value Risk Matrix
An effective and technical way to understand what you should prioritize in your new idea list is by knowing how much these features are worth and the degree of risk associated with their implementation.
Vendor Master List
Managing a business alone is a handful job, that is why it is very important to keep track of your engagement with your suppliers and narrow down your list into your most-trusted vendors using this Vendor List template!
Vendor Retro
The Vendor Retro Template is used for anyone who wants to complete a retroactive/case study on a vendor they had partnered with. The template connects SOW, deliverables, and overall satisfaction of the partnership. The outcome of this template may be used to: - Negotiate better terms if renewal is considered - Show other alternative partners how - Keep a record of vendor work
Venn Diagram
Use this Venn diagram to illustrate the logical relationships between two or more sets of items. This will help you graphically organize things and highlight how the items are similar and different with a Whiteboard.
Venn Diagram
Use this Venn diagram to illustrate the logical relationships between two or more sets of items. This will help you graphically organize things and highlight how the items are similar and different with a Whiteboard.
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.
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.
Waterfall Project Management
The waterfall project management methodology involves a well-defined order of execution, with project phases not moving further until they have received final clearance.
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 Structure
Looking for a way to oversee the work breakdown in your project? Good news, ClickUp has a Work Breakdown Structure template to assist you in managing your project.
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.
⬜ Value Stream Mapping Whiteboard
Analyze your operation's current state and come up with the most optimized implementation plan with this Value Stream Mapping template that ClickUp has prepared for you!
