Creative & Design
Action Plan
Creating an action plan is an effective way to manage your projects and keep your focus directed towards your goals.
Agency Management
This is the ultimate template for all agencies, especially a creative agency or marketing agency. It includes everything you need to manage your sales pipeline, project scoping, resource management, client onboarding, project delivery, change requests, client feedback, and more.
Apparel Design Management
Facilitate your apparel design process from idea to production all in one place! Keep your lookbook in a Doc view for easy reference, or hop over to the Board view to visualize your apparel in each stage of design with a simple drag-and-drop
Architectural Design
Efficiently plan, organize, and coordinate architectural design projects. You can delegate responsibilities, set due dates, organize dependencies, track budgets, and manage resources all in one place so you'll never miss a deadline!
Blog
Blog Template is a simple, contemporary, and completely responsive blog template. It can be applied to travel, blogging, personal blogs, tourism, magazines, bloggers, blogs with templates, news, etc. The code and files have all been neatly structured and commented on to make them simple to modify for your new creation.
Book Planning
This template is a great tool to aid authors, writers, and aspiring writers in planning, writing, and publishing their books. The template contains the elements needed to create a book from beginning to end.
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.
Brand Guidelines
This brand guidelines doc details all the elements that make up your company's brand, the look and feel, and how to present the brand to the world. Brand Guidelines include elements like the logo, colors, fonts, brand voice, taglines, and more.
Brand Identity
Use ClickUp's Brand Identity template to create a powerful brand identity that positions you for success, whether you're launching a rebrand or creating a new identity from scratch.
Branding
Use this ClickUp's Branding Template to manage your next branding initiative. This template will help you develop an easy-to-follow process that you can use to keep your clients and yourself both updated on the status and progress of the project.
Engineering & Product
Affinity Diagram
Brainstorm and group ideas to develop effective solutions using this Affinity Diagram Whiteboard template. Use this to generate and consolidate information.
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 Sprint Planning
Plan, track progress, and manage resources during Sprint Planning by using an Agile Sprint Planning Template. Set expectations considering the team's capacity. Review the discrepancy in the estimate vs actual hours with the scrum team during Sprint Retrospective.
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.
Agile Team Roadmap
Communicate your product strategy with the stakeholders using an Agile Product Roadmap Template. Adjust plans easily with a flexible template and prioritize accordingly as your team learns more about the market and your product.
App Development Plan
Plan and track mobile app development using the App Development Plan. From research to market launch, set milestones, keep focused and stay on track with the project's timeline to build a successful application.
App Scope Outline
App developers can use this App Scope Outline document template to store the business requirements needed to develop and implement an application.
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.
BDD/Gherkin User Story
Gherkins are a means to enhance user stories and provide a comprehensive scenario that will help developers and testers comprehend both the result and the output of a specific user interaction.
BRD for Agile
By recommending a change to a process or product, agile teams can help their organization's release procedures by using this detailed Business Requirements Document template. Utilize the template to precisely capture your needs within a robust framework and align all of your proposed Agile goals.
Finance & Accounting
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!
Accounting Journal
Use ClickUp's Accounting Journal to digitally record every business transaction more accurately. The journal entry will also include information regarding several accounts if a transaction impacts them.
Accounting Operations
Track your finances with ClickUp Accounting. Choose your preferred method to ensure accurate financial reports, and get ready for the future with the peace of mind that comes from knowing what’s going on under the hood of your business.
Accounting SOP
Here in ClickUp, writing, monitoring, modifying, and storing your SOP becomes easier. Aside from having it paperless, ClickUp assures you an accessible and real-time collaboration SOP. The template is in document type that offers you a general Accounting SOP for your organization. It also presents you subpages for specific processes your accounting might be having.
Accounts Payable
Accounts Payable is a placeholder for invoice order records. Keep track of every purchased goods and never miss payment deadlines using this ClickUp template!
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.
Audit Policy
Audit policy doc serves as a basis of the standardized audit procedure and provides a centralized file location for audit policies, guidelines, and practices.
Balance Sheet Sample
Your business financial health is more important than ever! Provide long-term peace of mind for tracking your KPIs with this ClickUp financial report. By using this template, you'll never miss a beat on managing your budget and life cycle.
Bookkeeping Firm
Onboard new clients, collaborate with them, and share documents with all interested parties all in one place! This template will have your Bookkeeping business organized inside ClickUp with just a few clicks.
Budget Report
Create your budget plan and analyze your business spending with the help of this template! Use it to see how much money you can save and what you need to do to achieve that.
Business Audit Doc
Auditing is an essential process for organizations to ensure compliance with business requirements. With this, ClickUp provides this customizable template which contains the necessary features to conduct the business auditing process with ease.
HR & Recruiting
Job Proposal
A job proposal template is a crucial resource for any determined job seeker. Job seekers can use it to demonstrate to employers how hiring them will help them achieve their objectives. Use this ClickUp Job Proposal Template to help create this document.
1-on-1s
Create and maintain a good working relationship between manager and employee. This template lays out roles, expectations, and how to best implement a feedback cycle.
30-60-90 Day Plan
This 30-60-90 day template helps you get started on your onboarding and ensures your new hires are settled in for the first 3 months. Use this template to help your new hires action on required onboarding tasks and get them up-to-speed quickly.
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.
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.
Annual Goals
This template will help the user keep track of the goals that are set throughout the year. This will serve like a checklist covering each month for the user.
Application Form
Application Form template is used to gather all the information about your attendees for an upcoming event.
Board Skills Matrix
Use Board Skills Matrix to create a detailed summary of the skills of the board members. Select only the best and the most suitable leaders from different industries and departments!
Bonus Matrix
Have a clear overview of your employee incentive program using this Bonus Matrix template that ClickUp has stored for you!
Capability Matrix
Capability Matrix shows the rate of each team member corresponding to thee required skill set indicated.
Career Path
Use this template and create career plans and pathways that seamlessly integrate personal career aspirations with organizational objectives while demonstrating opportunities for employee growth and learning.
IT
5 Whys
The 5 Whys is a simple brainstorming tool that helps to identify the root causes of a problem. It is a great way to get everyone on the same page and focus your efforts on one key issue at a time. This template provides an easy way to get started by getting everyone thinking the same way, by asking “Why” until you narrow in on an issue or idea that you can focus your attention on.
Action Plan
Creating an action plan is an effective way to manage your projects and keep your focus directed towards your goals.
Agile Scrum Management
This template provides Agile Scrum teams a solution that standardizes delivery of software following the agile scrum methodology - from backlog grooming, sprint planning and daily standups all the way through to sprint reviews and retrospectives. Help your product, engineering, and QA teams collaborate better together.
Bug & Issue Tracking
Squashing bugs and resolving defects is no easy feat, but ClickUp is tailor-fit to help Support, Engineering, and Product teams drive better visibility and collaboration. Drive cross-functional collaboration and deliver better products, faster, through the use of automated and tailor-fit workflows, custom intake Forms, flexible views, and more!
Bug Tracking
Log and monitor errors or bugs during software development using a Bug Tracking template. With a tracking system, the development team can easily and effectively manage, evaluate and prioritize issues accordingly.
Company Home
Use this Doc as a central hub for a company's intranet. Employees can access important information, company updates, and resources all in one place. With its easy-to-use editing features and customizable layout, ClickUp Docs can streamline communication within your entire company.
Company Wiki
This wiki template helps organize important company information in one place, making content easy to search and find. It includes dedicated pages for the latest wiki updates, newsletters, and the company's mission and core values. It also offers resources like an employee handbook with holidays and the travel & expense policy, career development resources, system and tools, and more.
Contingency Plan
This template will help you draw your Contingency Plan. We offer you both list and board views to further see highlights on your plan.
Cybersecurity Action Plan
Data is typically the most valuable asset for most organizations. It is key to generating revenue, making data protection crucial to their success as a whole. This is why creating a viable cybersecurity implementation plan is important - something that this Doc template can absolutely help you with.
Data Center Project Plan
The transfer of certain assets from one data center site to another is known as a data center migration. This Data Center Project Plan template will help data migration teams to go through the data center migration process efficiently and effectively.
Marketing
Social Media Content Plan
A Social Media Content Plan ensures that you post on your social media pages consistently by laying out your posts ahead of time. Use this ClickUp Social Media Content Plan template to make your life easier when it comes to the ideation and creation of social media posts.
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.
90 Day Instagram Success Checklist
Transform your Instagram presence with our 90-Day Success Checklist! Crafted by Denik CEO, Tyler Tolson, this comprehensive guide unveils the secrets to boost visibility and engagement while gaining invaluable market insights.
A/B Content Management & Testing
Visualize and track your campaign schedules, test variations, conversion rates, and so much more! With statuses, you'll see exactly what stage each campaign is in.
A/B Testing
Visualize and track your campaign schedules, test variations, conversion rates, and so much more! With statuses, you'll see exactly what stage each campaign is in.
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.
Advertisement
Managing multiple accounts for social media advertising? This ClickUp Social Media Advertisement template is for you. This template is equipped with the necessary views and custom fields to help you keep track of the advertising pipeline and your clients as well.
Advertisement
This template will help you track the development and approval of an upcoming marketing initiative.
Operations
Public Relations Planning
Public relations (PR) is an important aspect of marketing to maintain a positive public image of a company. Through this ClickUp Public Relations Planning Folder template, marketing teams can effectively and efficiently plan and monitor PR-related contents of their companies.
1-on-1s
Create and maintain a good working relationship between manager and employee. This template lays out roles, expectations, and how to best implement a feedback cycle.
2-2-3 Schedule
Assign teams in shifts using the 2-2-3 Schedule Template. Also known as the Panama Schedule, this template rotates 4 teams in a 28-day cycle to cover a 24/7 operations that is followed by some industries.
24 Hours Schedule
You can organize your daily task efficiently using this template! Visibility of your tasks for the day can help you be prepared for a productive day.
2x2 Priority Matrix
ClickUp provides a basic 2x2 Priority Matrix Whiteboard to help you organize your tasks according to their importance and priority level. This will assist your team or company allocate resources for the important ones.
Action Plan
Creating an action plan is an effective way to manage your projects and keep your focus directed towards your goals.
Action Priority Matrix Whiteboard
Use the Action Priority Matrix Whiteboard to prioritize tasks and maximize your time, abilities, resources, and talent most effectively.
All Hands Meeting
Company-wide meetings are vital to keeping communication open across the organization, and ensuring everyone is aligned and up to speed with individual and group targets. There's room to share information from updates to announcements about future agendas and encourage collaboration, clarity, and alignment.
Analysis Framework Whiteboard
Analysis template is a guideline in studying your competitors in the market. It has three diagrams namely Competition Diamond Canvas, Magic Quadrant and Comparison Matrix.
Analytics Report
Keeping track of your online analytics is essential to the growth and strategy of your business. Use this ClickUp Doc template to keep track of those important numbers!
Annual Calendar
Annual Calendar is a list of the activities or goals the company aspires to achieve for the whole year. It shows the target timeline and detailed activities to achieve these objectives.
Other
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.
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.
Personal Use
Action Register
An Action Register lists and tracks the action items discussed during a previous and/or current meeting. This Action Register template provides a structure for creating a task for action items through ClickUp for project managers, secretaries, meeting note-takers, and other users needing a list of action items.
Apartment Hunting
There’s a lot to take note when you're looking for an apartment. This user-friendly template will allow you to stay organized by having every information you need in one place.
Apartment Hunting
Looking for the apartment of your dreams? Use this task template to score potential apartments and make sure that you find the perfect place to call home.
Apartment Search
With a clear view of upcoming tours, amenities, pros and cons, and more, you can quickly eliminate unsuitable apartments and be on the fast track to finding the perfect fit!
Bucket List
Planning a corporate rebranding project and want to ensure its success? This template project is one of the most effective and cost-efficient ways to rebrand your company, product or service. This Project Template will provide you with a full set of visual identity design elements for all purposes you need for effective rebranding.
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.
Calendar To Do List
At ClickUp, we utilize a Calendar To Do List to keep track of all of your work hours, as well as your expectations and goals. Use this as a quick snapshot of your weekly, bi-weekly, or monthly outlook so you can plan according to what is most suitable for your role at the time.
ChatGPT Prompts for Writing
You've just discovered an amazing assortment of writing prompts (200+) that will supercharge your creativity and inspire your inner wordsmith like never before.
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!
Professional Services
Advanced Implementation Plan
This template allows easier timeline monitoring of activities for each project phase, ensuring all tasks and details are completed and documented.
Agency Management
This is the ultimate template for all agencies, especially a creative agency or marketing agency. It includes everything you need to manage your sales pipeline, project scoping, resource management, client onboarding, project delivery, change requests, client feedback, and more.
Agency/Client Discovery Doc
Utilize a discovery call script as a road map to help them qualify leads over the phone. Use this agency/client discovery doc template to improve your call flow!
Change Management Plan Document
A change management plan lays out methods and strategies for effecting change.
Change Proposal
The first phase in a change management process is submitting a change proposal. This document describes the nature and scope of a change and asks for approval to proceed with implementation. To help guide you with creating this document, ClickUp offers this template to you!
Change management Checklist
Change is an ongoing process that requires active management and supervision. How can you tell if your change management strategy is positioned for success? Use this checklist form to help you plan your approach to change management.
Consultant Time Tracking
Tracking time is very important for companies who implement time-based salary for its employees. Use this Consultant Time Tracker template to help your organization keep track of the time worked by your consultants and the salary associated with the work.
Consulting Agreement
A consultant offers expert assistance, counsel, or information in return for money, a consulting agreement is employed. To ensure that the consultant's best interests are protected, and to document agreement, use this ClickUp Doc template.
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.
Consulting Report
A document detailing a consultant's knowledge and recommendations on a particular topic is known as a Consulting Report. Use this template to come up with your best analysis and recommendations.
Sales & CRM
Account Management
This is the perfect way to track a user's latest activity, contacts, account renewals, and risks. With your playbook just a click away, account management will be a breeze!
Account Planning
Effective account management includes both sustaining current opportunities and developing new business. This template offers an efficient approach to managing all of your accounts, notes, and follow ups in one location. You can focus on timelines and priority accounts with different views to choose from.
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.
B2B Sales Strategy
The success of your business usually depends on a well-crafted sales strategy. With this, ClickUp got you this B2B Sales Strategy template to assist you in developing this very important document.
Bonus Matrix
Have a clear overview of your employee incentive program using this Bonus Matrix template that ClickUp has stored for you!
Brand Management
Stay on top of all things client related. This template allows you to track all activities for your clients in addition to documenting style guides and internal processes. #brand management #clients #SOPs #style guide
Business Development Plan
A Business Development Action plan outlines your strategy for achieving growth objectives. Either a short-term or long-term focus is possible. As often as you can, review and modify your plan.
Business Directory
Without any means of contact, connecting with many businesses in a given area might be stressful. You may learn more about a company and establish contact with them quickly by using the ClickUp Business Directory template.
CRM
Manage your leads, customer relationships, and sales pipeline all in one place with ClickUp.
CRM
Customer relationship management (CRM) is the foundation for building relationships with your prospects and customers. This lightweight and powerful CRM has everything you need to manage your sales pipeline, including tracking of leads, deals, accounts, and contacts. It helps you to qualify leads, win deals, and build relationships with your customers.
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.
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.