The average organization runs on 305 SaaS applications. 🤯
That’s why company management system templates are critical. Not just because they give you structure, but because the right ones connect directly to how work is assigned, tracked, documented, and reviewed.
With a company management system template, you can reduce the daily tool stack and pilot work in the right direction within a bigger system.
In this blog post, we’ll look at the best company management system templates built to make your job a little bit easier!
10 Free Company Management System Templates
- What Is a Company Management System Template?
- What to Look For In Company Management Templates
- 10 Free Company Management System Templates
- 1. ClickUp Book of Work Template
- 2. ClickUp General Best Practice Template
- 3. ClickUp Project Management Dashboard Template
- 4. ClickUp Project Management Tasks Plan Template
- 5. ClickUp Software Integration Template
- 6. ClickUp Employee Communication Template
- 7. ClickUp Agile Scrum Management Template
- 8. ClickUp Implementation Management Template
- 9. ClickUp Scope Management Plan Template
- 10. Vertex42 CRM Template for Small Business
- Create the Perfect Command Center for Your Company With ClickUp
- Frequently Asked Questions
Summarize this article for me pleaseWhat Is a Company Management System Template?
A company management system template is a ready-made workspace you can use to run day-to-day operations in one place. It gives you a consistent structure for organizing people, projects, processes, and performance tracking, so work doesn’t live in disorganized docs, spreadsheets, and chats.
These templates typically include:
- Organizational structure and roles/responsibilities
- Standard operating procedures (SOPs)
- Policy documentation
- Process workflows and documentation
- Quality control measures
- Communication protocols
- Performance metrics and KPIs
Summarize this article for me pleaseWhat to Look For In Company Management Templates
When choosing company management templates, you should look for:
- Customization flexibility: Your workflows are unique. Can you easily modify fields, statuses, and views to match how your team operates, or does the template have a rigid, unchangeable structure?
- Cross-functional visibility: Work doesn’t happen in department silos. Your template should support multiple teams and show how initiatives connect across the entire company
- Automation capabilities: Repetitive administrative tasks drain productivity. Look for templates that live in a platform that lets you automate status updates, notifications, and task assignments without manual effort
- Scalability: Will this template still work when your team doubles in size? Look for structures that can grow with your company instead of becoming a bottleneck
- Integration support: The template should exist within a platform that connects to your existing tools, like Figma and Google Drive
Summarize this article for me please10 Free Company Management System Templates
ClickUp, the world’s first Converged AI Workspace, gives you a library of 1,000+ ready-to-use templates to run your company without stitching together dozens of different tools.
And the best part is the templates don’t sit in a folder gathering dust. When you pick a company management system template, it can live right next to the work it drives: Tasks, Docs, Views, Dashboards, Agents, and more, all connected and powered by AI.
Let’s look at the top company management system templates 👇
1. ClickUp Book of Work Template
The ClickUp Book of Work Template gives managers a standalone document to review what the team is committing to over a specific time period, with visibility into effort and budget demand across initiatives. It’s organized into two buckets, Essential Projects and Optional Projects, so you can separate the work that must happen from the work that depends on workload capacity.
Use it to present an organized ‘book’ for your company, with a header for key details like company name and contact information. Then, group projects to make prioritization discussions easier and more consistent.
Why you’ll like this template:
- Split planned work into Essential Projects and Optional Projects to make prioritization and trade-offs easier during planning cycles
- Keep leadership reviews cleaner with a single Doc-style format that summarizes commitments for a defined period of time
- Keep execution tied to planning by creating ClickUp Tasks for each project and moving them through ClickUp Custom Statuses as work progresses
✅ Ideal for: PMO managers and operations leads coordinating cross-team project portfolios.
2. ClickUp General Best Practice Template
The ClickUp General Best Practice Template packs a ready-made checklist for setting up ideal workflows in your company and building consistent habits across your team. It’s designed to guide adoption through steps that teams can follow as they start using the ClickUp Workspace daily.
Inside the template, best practices are organized into clear categories and tied to the roles responsible for doing the work, so rollout tasks stay easy to assign, review, and complete.
You can also further customize the template as per your requirements.
Why you’ll like this template:
- Organize adoption work by Category like Training, Communication, and Configuration, keeping guidance easy to follow as you roll out ClickUp
- Tag tasks by role, including Individual Contributors, Managers, and Admin to make sure everyone knows which best practices apply to them
- Break setup into actionable steps with tasks and subtasks that cover core actions like task creation, assignments, due dates, and priorities
✅ Ideal for: Workspace admins and operations managers leading rollout.
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Learn more about Super Agents from this video we created specially for you 👇
3. ClickUp Project Management Dashboard Template
The ClickUp Project Management Dashboard Template consolidates your entire project plan into a single timeline, featuring Gantt charts that illustrate the connection between work stages from kickoff to delivery. It’s a strong starting point when your project has dependencies, overlapping phases, and deadlines that need tighter coordination.
Once the schedule is mapped, the template also gives you a place to track the numbers and signals that influence delivery, from budget movement to issue severity.
Why you’ll like this template:
- Plan and adjust timelines with ClickUp Gantt Charts, including task relationships and milestone-style sequencing
- Store project-critical metrics using custom attributes like Planned Cost, Actual Cost, Remaining Budget, Issue Level, and Project Phase to keep financial and delivery context close to the work
- Monitor execution at a glance with tasks grouped by status and assignees, keeping ownership and progress visible throughout the project lifecycle
✅ Ideal for: PMO project managers and client-facing implementation leads running multi-phase projects.
4. ClickUp Project Management Tasks Plan Template
The ClickUp Project Management Tasks Plan Template lays out the core setup work every project needs before execution starts, with a single place to capture the project manager, project team, project name, and a running completion status.
It opens with a ready-to-use task list that covers the fundamentals of most tasks in a project, from defining the concept and objectives to budgeting, risk planning, and communications.
And when project details circulate across several locations, use ClickUp Brain MAX, the most complete desktop AI companion. It helps you pull the right context instantly and turns it into next steps. And that can be anything—from drafting a communications plan to generating a first-pass project brief from your workspace.
Even more, you can use different LLMs for the different types of questions you have, all from one app.
Why you’ll like this template:
- Start with a structured checklist that covers key planning steps like timeline mapping, budgeting, org chart setup, risk management, and communications planning
- Keep project basics visible at the top with fields for Project Manager, Project Team, Project Name, and Completion Status
- Break planning work into subtasks so each setup step has a clear owner, progress, and follow-through
✅ Ideal for: Project managers and implementation leads kicking off new client or internal projects.
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Basically, a huge majority are outsourcing memory and context to fragile browser tabs. Repeat after us: Tabs are not knowledge bases. 👀
ClickUp Brain MAX changes the game here.This AI super app lets you search your workspace, interact with multiple AI models, and even use voice commands to retrieve context from a single interface. Since MAX lives in your PC, it doesn’t compete for tab space and can save conversations until you delete them!
5. ClickUp Software Integration Template
The ClickUp Software Integration Template lays out your integration work as a step-by-step task pipeline, with each request tracked from intake to completion. It’s built for end-to-end tracking, from early checks like availability and pricing through supplier selection, purchase orders, and payment follow-ups.
The template also separates integration efforts into dedicated lists, including Data Integrations, Systems Integrations, and Process Integrations. This helps keep different workstreams visible without mixing requirements or timelines.
And when integrations touch multiple tools, ClickUp Integrations makes sure all your workflows and tools are connected to your workspace.
Why you’ll like this template:
- Track requests through defined stages like Needs Input, In Progress, and To Do, keeping blockers and next steps visible across the pipeline
- Manage multiple workstreams with separate lists for Data, Systems, and Process integrations
- Support procurement-style workflows with task details like assignees, due dates, and priority, plus space for key references like QPA, PO, and PR
✅ Ideal for: IT operations managers and implementation specialists coordinating multi-system rollouts.
⭐ Bonus Read: How to Practice Centralized Communication Strategies
6. ClickUp Employee Communication Template
The ClickUp Employee Communication Template gives you a central place to map how internal updates should flow across teams. Add your recurring communication streams, then fill in the Method and Audience for each one to make expectations clear and repeatable.
Pair it with ClickUp Docs to turn your communication standards into a living wiki, lock down access with the right permissions, and link the Doc directly to the tasks or locations where teams work. When someone needs the policy mid-project, you can point them to the exact section using page links or even a block link.
Why you’ll like this template:
- Map communication by team and purpose with sections like Internal Meetings, Solutions, and Marketing
- Track time spent preparing comms, meetings, and updates with ClickUp Time Tracking
- Add ClickUp Dependencies when one update must happen before another (for example: leadership note → team announcement)
✅ Ideal for: People ops managers and internal communications leads setting company-wide communication norms.
7. ClickUp Agile Scrum Management Template
The ClickUp Agile Scrum Management Template acts as an operating system for engineering teams inside a larger company management setup. It organizes bug and sprint execution into defined stages like Open, Triage, Need Info, and In Development, giving leadership a consistent view of progress and milestones.
Under the hood, it also pairs with ClickUp for Agile Teams to support sprint planning, backlog visibility, and cross-functional coordination.
Why you’ll like this template:
- Route incoming issues through a consistent workflow using statuses like Open, Triage, Need Info, and In Development
- Standardize triage decisions with fields for Priority (P0–P4), Severity (S1–S3), Source, Environment, and Report Type
- Keep sprint execution measurable with Sprints and Sprint Points, plus views like Reported Bugs, By Feature, and My Bug Submissions
✅ Ideal for: Scrum masters and engineering managers managing sprint delivery and defect triage.
💡 Pro Tip: ClickUp is built for modern Agile teams that want to plan, ship, and learn in one workspace (minus the work sprawl 😵💫).
Watch this video to see how ClickUp supports modern Agile execution end-to-end, from backlog to release, without the tool hopping.
8. ClickUp Implementation Management Template
The ClickUp Implementation Management Template organizes client implementations into a single system, with each client tracked through stages like Requested and Service in Progress.
When you need portfolio visibility across all implementations, use ClickUp Dashboards to pull status, deadlines, and revenue signals into a single view. ClickUp AI Cards add an at-a-glance layer on top, summarizing all the info you need without digging into every client row.
Why you’ll like this template:
- Track each client engagement by status, with separate sections for Requested and Service in Progress
- Store implementation-critical fields like Support Level, Segment, Expected Revenue, Service Request, and Sales Agreement alongside dates and priorities
- Review all services in one place using All Services, then use Dashboards and AI Cards to surface workload and risk signals across the portfolio
✅ Ideal for: Customer success managers and implementation leads managing multiple client rollouts.
9. ClickUp Scope Management Plan Template
The ClickUp Scope Management Plan Template gives you a ready-to-use Doc for defining scope before work begins, with a clean structure that keeps everyone aligned on what the project will deliver. It starts with project title, project manager, and report date, then walks through the parts most teams usually scramble to document later.
Inside, you’ll find dedicated sections for Statement of the Problem, Statement of the Opportunity, Project Goals, Project In-Scope/Out of Scope, and Approval, making it easier to set boundaries early and protect the project from last-minute surprises.
Why you’ll like this template:
- Capture scope in a single Doc with guided sections for Problem, Opportunity, Goals, and In-Scope/Out of Scope
- Reduce misunderstandings with an Approval section that formalizes sign-off before execution begins
- Use ClickUp Automations to keep follow-ups moving after approvals, like updating statuses or assigning owners when the scope is signed off
✅ Ideal for: Project managers and delivery leads managing stakeholder-heavy projects.
10. Vertex42 CRM Template for Small Business
For small business teams not yet ready for a full-featured CRM, this spreadsheet-based Vertex42’s CRM Template for Small Business offers a simple way to track customer relationships and sales pipelines.
It’s a lightweight option for managing customer data without a complex system.
Why you’ll like this template:
- Keep key details like contact info and company name readily available by storing all your customer and prospect information in one organized spreadsheet
- Track deal progression from initial lead to closed deal by monitoring your deals as they move through different stages
- Maintain a clear history of your relationship by recording all your interactions and scheduling follow-up tasks for each contact
✅ Ideal for: Solo founders and small-business sales coordinators tracking leads and follow-ups.
Summarize this article for me pleaseCreate the Perfect Command Center for Your Company With ClickUp
A company management system template is a strong starting point, but the real value comes from what happens after you set it up.
Do people actually use it every day? Do updates stay current? Do decisions live in one place? Can leaders see what is moving without chasing after status?
That’s the difference between a template library and a management system.
ClickUp helps you turn templates into a living workflow. You can document how work runs, assign ownership, and keep priorities visible in one workspace, with AI and templates in the layer.
Get started with ClickUp today!
Summarize this article for me pleaseFrequently Asked Questions
What is the difference between a company management template and a project management template?
A project management template focuses on a single initiative with a defined start and end date. A company management template spans ongoing, cross-departmental operations like resource allocation and process standardization.
Can small business teams use company management system templates effectively?
Yes, these templates are highly effective for small business teams. They provide essential structure and visibility from the start, improving operational efficiency and preventing the chaos that often comes with growth.
How do AI features enhance company management templates?
AI transforms static templates into dynamic systems. For example, ClickUp Brain can auto-generate status reports from your template’s data or summarize progress across departments, eliminating the manual work.
Everything you need to stay organized and get work done.
