Support
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.
Bug & Issue Tracking
Squashing bugs and resolving defects is no easy feat, but ClickUp is tailor-fit to help Support, Engineering, and Product teams drive better visibility and collaboration. Drive cross-functional collaboration and deliver better products, faster, through the use of automated and tailor-fit workflows, custom intake Forms, flexible views, and more!
Bug Tracking
Log and monitor errors or bugs during software development using a Bug Tracking template. With a tracking system, the development team can easily and effectively manage, evaluate and prioritize issues accordingly.
Client Success
This is the perfect way to track a customers's latest activity, contacts, account renewals, and risks. With your playbook just a click away, account management will be a breeze!
Client Success Collaboration
Guide your team to a smooth transition from sales, client onboarding, to production. This template will provide a clear path and align your Sales and Production teams, ensuring a great customer experience.
Customer Contact Form
The customer contact form list template provides a framework to utilize in obtaining information regarding a customer's concern and feedback on a certain circumstance.
Customer Journey Map
A customer journey map is a visual user guide Whiteboard that reveals your customers’ experiences with your brand, products and service across all touch points. Important factors, such as pain points, actions, touch points, and more, are significant to enhance and develop your business processes.
Customer Needs Analysis
Tired of guessing what your customers really want? Use this Customer Needs Analysis Template of ClickUp and ensure the continuous improvement of your business.
Customer Onboarding
This template provides the basic step-by-step process when onboarding a customer
Customer Satisfaction Survey
Ensure that your company understands what customers think about your support/services with the help of this Customer Satisfaction Survey template.
Customer Service Escalation
For any business, providing excellent customer service is essential. Every customer support service needs to have a reliable escalation management system to support it.
Customer Service Management
Easily monitor incoming customer support tickets and manage their resolution from start to finish in one accessible place!
Customer Success Plan
When it comes to maintaining and growing a loyal customer base, customer success is one of the most important roles in your business. Use this customer success plan template to provide a stellar customer experience!
Customer Support
Use this Space to set up a two-tiered workflow with a front line support team and a second team for escalations. This template includes a Form view which can be updated to capture information your team needs to service support requests.
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.
Empathy Map Whiteboard
An Empathy Map Whiteboard is a collaborative tool teams can use to gain a deeper insight into their customers. Much like a user persona, an empathy map can represent a group of users, such as a customer segment. It allows us to understand and share the same feelings that others feel.
FAQ Document
Frequently Asked Questions more known as FAQs are pages that includes series of questions that are commonly inquired by clients and cover subjects including product or service usage, business hours, prices, and more.
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.
Help Desk
This is an all-in-one template you could use for servicing customers. May it be for general inquiries, technical help, orders or billing concerns, you can manage all of those tickets in just one place.
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?
HubSpot - Service Goal: Set Up Your Help Desk in HubSpot
This template will provide you with a step-by-step guide to setting up your digital help desk.
IT Service Management (ITSM)
Welcome to the IT Service Management Template in ClickUp! This template will help every IT team to manage their work, specifically around incident management, problem management, change management, simple asset management and knowledge management. You can set up your IT Service Desk within ClickUp in a few simple steps and manage all IT tickets, and so much more! Let's dive into it.
Issue Tracker
Issue Tracker shows the issues being encountered by the organization and the action required to address this.
Knowledge Base
This template provides a framework for teams to create and organize a digital library of information. It includes sections for knowledge articles, FAQs, and resources, making it easy to store and share knowledge within a company. The example included in the template is modeled on providing a help center experience.
Premortem
A premortem is a technique used in project management that allows you to anticipate and plan for potential problems. Before beginning a project, it's important to consider all of the positive and negative outcomes.
Priority Matrix
A priority matrix is a tool that identifies critical tasks plotted in time requirement (Urgency) and impact of task or project (importance).'
Product Feedback Survey
Receive product feedback from your customers and use this data to enhance your business, acquire additional customers, and ultimately raise your revenue. Discover how your consumers feel about you and your company, and learn how to improve your products based on their feedback.
Service Report
Service Report Template is meant to help the user understand or have an overview of the incident that transpired during and after the service.
Software Development
This template provides everything you need for Product, Design, Engineering, QA, and Design teams to get started in ClickUp! It enables these teams to work collaboratively in a single Space - from building and maintaining a Product Roadmap, to delivering on product features and fixing bugs using an agile Scrum or Kanban methodology.
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.
Tier List
Voice your opinions by creating a free custom tier list that is entirely unique to you. If you want to rank your interests (NFL teams, video game characters, TV stars, candies, or fast food products), this template can produce anything from personal favorites to business-related rankings.
Voice of the Customer
It is very important that products and services are anchored to the needs of its consumers. Through this template, users may summarize the voice of their customers as well as their associated customer needs and customer requirements.
Voice of the Customer
Use the Voice of the Customer template to gain a better understanding of the current status of your process and to create a tailored and successful customer experience.
Work Breakdown
Keep your eyes on all the moving pieces in a larger project by using a work breakdown Whiteboard template. Here you are able to easily track deliverables for each stage, and phase of the team involved. Breaking down the scope of a project into small deliverables is a great first step to building out a larger project in ClickUp.
