10 Free Book of Work Templates for Project Success in 2025

Landing project after project lately? All your team’s hard work is finally paying off!

However, with a growing workload, one thing is non-negotiable. You must stay organized with clear timelines, well-defined roles, structured task lists, and regular progress check-ins.

Think you’ll just remember it all? Even the best of memory palaces may fail with multiple project details to grapple with.

So, we suggest you start using some book of work templates instead. They will keep your project plan, due dates, service agreements, and everything in between organized so you never miss a deadline or important detail again.

We’ve compiled a list of the best free book of work templates to help you execute and deliver every project with finesse and on time.

10 Free Book of Work Templates for Project Success in 2025

What Are Book of Work Templates?

Book of work templates offer a structured framework for recording, tracking, and managing all the scheduled, ongoing, and completed projects within a team, department, or company.

You get a centralized view of project details, including objectives, timelines, stakeholders, and allocated resources. Then you can update task statuses, track projects and time, assign priorities, and even add project-based specifications within the tasks. Solopreneurs and freelancers can also use these templates to handle project development.

Book of work templates keep your team updated on what everybody needs to do throughout their workday, when, and how, ensuring absolute transparency, accountability, and efficient workload management.

👀 Did You Know? The first Thursday of every November is the International Project Management Day!

What Makes a Good Book of Work Template?

You will be logging all project-related information on your book of work template. So, while looking for templates, make sure they check all the important boxes, including:

Clear structure and criteria: Provides fields for all key project aspects, such as summaries, deliverables, budgets, and progress reports, while ensuring easy navigation for your team
Customization: Allows you to add or remove fields based on your business’s unique needs
Task prioritization: Enables the creation of project-based to-do lists

Collaboration: Facilitates cross-departmental teamwork by allowing teams to contribute essential details
Client agreement section: Includes dedicated spaces for standard agreements, payment terms, and project scope
Budget and time estimates: Tracks estimated vs. actual time spent on projects and provides budget analysis for better financial oversight

10 Free Book of Work Templates

You could just go the usual way with diaries and Excel sheets to track your projects. But that takes time and, quite honestly, can be a bit inconvenient. Plus, why would you want to add another task to your already-packed schedule?

Want to avoid all that stress? Get these free book of work templates and stay on top of every project. We have some stellar templates from ClickUp. It’s the everything app for work, which combines efficient workflows, centralized knowledge, and focus-driven chat, all powered by the world’s most cohesive work AI.

ClickUp has a lot to offer in one place such as project management, brainstorming options, task management, project planning, documentation management, etc. It has definitely made life comparatively easier as it’s easy to use, UI is well designed, and collaboration within the team and with other teams is easier. We were able to manage work better, track and report work easily, and based on progress daily huddles, future planning was easy.

Ansh Prabhakar, Business Process Improvement Analyst, Airbnb

1. The ClickUp Book of Work Template

Want to help your team access project-specific details easily? Or maybe have eyes on every penny going into each project? The ClickUp Book of Work Template has got your back.

Get access to every data field you need to plan projects and organize every little detail in one place.

This template will help you:

Segment your projects into two categories, ‘Essential Projects’ and ‘Optional Projects,’ according to priority and your team’s bandwidth
Add a comprehensive project summary with the project priority number, project ID, name, and description
Include a risk and benefits summary to make informed decisions and prevent common project management mistakes
Outline a budget summary to track previous and current years’ budgets for every project
Calculate project budget demand, static values, and data summary with the template’s ‘Project Analytics’ page
Add custom pages as per your company’s requirements

🎯 Ideal for: Prioritizing projects according to your team’s capacity and assessing risk factors

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2. The ClickUp Statement of Work (SOW) Template

The ClickUp Statement of Work (SOW) Template is an ideal tool to keep all your deliverables, client requirements, and authorizations in one place. It will help clarify expectations, timelines, goals, and charges between you and the client.

You can use this template to:

Outline deliverables, deadlines, and the general scope of the project
List the tools clients will authorize you to use to avoid any confusion in the future
Add copyright, trademark, and compliance agreements for all creative assets, branded materials, and client deliverables
Insert project estimates, conditions, and terms of payment for complete transparency
Attach the project agreement and get signatures from the client

🎯 Ideal for: Keeping every stakeholder on the same page and maintaining complete transparency with the client

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3. The ClickUp Project Manager Statement of Purpose Template

Let your project managers communicate their value to clients with the ClickUp Project Manager Statement of Purpose Template. Here, they can describe their experience and showcase expertise without spending hours crafting the perfect SOPs from scratch.

This template helps you:

Showcase your background and highlight relevant expertise
Build credibility with potential clients and partners
Outline your roles and responsibilities across the project
Talk about your project plan

🎯 Ideal for: Communicating your value as a project manager to the client

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📖 Also Read: Free Microsoft Word Project Management Templates for Project Planning

🧠 Fun Fact: Some of the most expensive projects in history include China’s Belt and Road Initiative ($900 billion), the International Space Station ($150 billion), and the Crossrail Project ($23 billion)! Imagine the work involved in keeping these budgets under control.

4. The ClickUp Scope of Work Template

Scope creep, or unplanned changes to the project scope, is one of the biggest contributors to project failure.

For any successful project, the scope and demands should be crystal clear from the start. Only then will your team be able to work together towards the same goal. The ClickUp Scope of Work Template will help you ensure that.

With this template, you can:

Define the scope and goals of each project
Clarify timelines, associated tasks, and deliverables
Invite teammates to collaborate on the template
Outline client and vendor responsibilities
Automate communication with the stakeholders across the project management lifecycle
Add attributes to each task so that your team always knows what they have to prioritize

🎯 Ideal for: Creating a plan of action for each project and ensuring everyone is on the same page

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📮ClickUp Insight: The results from our meeting effectiveness survey show that 18% of respondents rely on email threads for asynchronous communication. While emails allow detailed discussions without real-time meetings, too many threads become overwhelming and difficult to track.

Transform email chaos into organized action with ClickUp’s Email Project Management. Instantly convert important emails into trackable tasks, set priorities, assign responsibilities, and establish deadlines—all without switching between platforms. Keep your inbox manageable and your projects moving forward with ClickUp!

5. The ClickUp Scope Management Plan Template

The ClickUp Scope Management Plan Template lets you outline the project scope in detail. That way, your teams know what to do and what project management challenges to expect.

With this book of work template, you can:

Outline every little detail on how you plan to manage the project scope
Detail the problem the project is trying to solve
Add the opportunities you can capture with the given scope
List all the project goals, what your team can achieve, and what aspects are out of scope
Clarify requirements and take signatures from the client for plan approval

🎯 Ideal for: Communicating early on about how you plan to achieve the scope and goals the client asked for

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📖 Also Read: How to Master the Five Project Management Process Groups

6. The ClickUp Working Agreement Template

Tired of pointing fingers without resolving actual issues when projects don’t go as planned? Let your team know exactly what they must do and create clear accountability for every project with the ClickUp Working Agreement Template.

Here you can:

Set roles and responsibilities for every team member so that everyone does their part perfectly
Clarify expectations for everyone involved to help your teammates bring their best to the table
List your aspirations for the team
Let your team add their suggestions and inputs to the provided discussion topics and project proposals

🎯 Ideal for: Dividing roles and responsibilities according to individual strengths and weaknesses

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7. The ClickUp Business Plan Template

Having a clear business plan makes project management easier as you have all your resources, strategies, and channels laid out in front of you. Don’t want to create one from scratch? Just use the ClickUp Business Plan Template.

This template will let you:

Define your business goals and objectives, and break them down into actionable tasks
Create your strategy and estimated execution timeline
Track each task’s progress and monitor milestones
Identify risks and measure success
Keep track of your available manpower and take up projects accordingly

🎯 Ideal for: Keeping efforts aligned when it comes to the company’s direction, priorities, and resources

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📖 Also Read: Free Work Plan Templates & Examples

👀 Did You Know? 18% of IT projects cost 447% of their planned budget. This budget overrun is higher than for projects in any other sector. One of the major reasons for this is that expectation differences between customers and external contractors about ambition level are discovered late in the process.

8. The ClickUp Project Plan Template

The ClickUp Project Plan Template lets you develop a project plan that keeps all the moving pieces in sync without any fuss. Thanks to multiple customizable views, you can map the overall project timeline, identify dependencies between tasks in critical projects, and update your team with every step of the plan, all within the same interface.

This template helps you:

Turn each step of the project plan into individual task lists
Assign priority to each task and rate effort from the employees involved
Attach the necessary resources to every task for easy access
Divide different parts of the project plan into respective departments
Collaborate with cross-functional teams and every internal and external stakeholder on the same dashboard

🎯 Ideal for: Breaking down project execution strategy into tasks and tracking progress to ensure timely delivery

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9. The ClickUp Operational Plan Template

Wondering how to monitor all the aspects of your project without losing your way? Get the ClickUp Operational Plan Template.

You can use it to:

Create tasks for your plan overview and individual phases
Sort the to-dos by priority so the most important ones get done first without fail
Plan a realistic timeline for each project stage with a built-in calendar view
Monitor how much time every team member spends with easy ClickUp Project Time Tracking
Choose among a list, board, or calendar views to monitor progress, according to your preference

🎯 Ideal for: Ensuring all the steps in your operation plan are accomplished on time

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10. Statement of Work Template by ProjectManager

The Statement of Work Template by ProjectManager can be really helpful if you want to create a standard agreement for upcoming projects. It has all the necessary details, such as profile details for the parties involved, the scope of work agreed upon, the planned project schedule and milestones, etc. Plus, you can further customize it to suit different project types.

This workbook template will help you:

Outline the deliverables, scope, and location details for your project
List the standard testing practices you use to ensure quality
Add milestones that the clients can expect you to meet in specific periods
Let the client define what the success of the project looks like to them
Schedule each phase of a particular timeline to ensure you meet communicated deadlines
Specify payment terms and channels

🎯 Ideal for: Getting clarity on client expectations and mapping out an action plan

Download this template

Scattered Project Plans Turn into Actionable Strategies with ClickUp

With 60% of our day wasted searching for and updating information across multiple tools, it’s never been a better time to streamline our workflow. And ClickUp is the tool to help you do that, your all-in-one project management powerhouse, bringing everything you need together in one place.

Access customizable book of work templates, automated task allocation, smart reminders, and multiple project views—all designed to keep your projects organized and on track. No more tool-hopping, just seamless productivity.