Starting a new project without a clear plan can feel like trying to build a house without blueprints, often leading to frustration and delays.
🔎 Did You Know: A recent study indicates that 39% of projects fail due to poor planning, outdated tools, or a lack of clear task management.
For teams already deeply entrenched in the Microsoft 365 ecosystem, Microsoft Planner is an intuitive way to manage tasks. It comes with pre-built templates to give you a solid head start, simplifying setup and promoting consistent workflows.
So, read on to find the top Microsoft Planner templates for project management. However, if you’re seeking even more power and flexibility, consider exploring alternative templates from platforms like ClickUp, the everything app for work.
Free Microsoft Planner Templates For Productivity and Project Management
Summarize this article for me pleaseWhat Makes a Good Microsoft Planner Template?
A good Microsoft Planner template helps you cut through the clutter and gives your team a systematic framework for real progress on every task and project.
Here are the five characteristics of the best Microsoft Planner templates for task management:
- Clear task structure: Look for templates designed for effective task management with organized task cards and checklists
- Flexible layout: Search for Microsoft Planner templates that adapt to unique needs across different teams, projects, or workflows
- Built-in accountability: Select a template that makes it easy to assign tasks, set due dates, and track progress
- Microsoft 365 integration: Pick a template that connects your Microsoft project with Microsoft Teams, Outlook, and other apps you already use
- Time-saving setup: Choose a Microsoft planner template that reduces manual work so you can schedule tasks and execute plans faster
➡️ Also Read: How to Use Microsoft Planner in Teams to Organize Work
Summarize this article for me please7 Free Microsoft Planner Templates for Teams & Individuals
🔎 Did You Know? The idea of a preset daily planner layout isn’t new. Robert Aitken designed one as far back as 1773, setting the stage for the modern planners we rely on today.
Now, thanks to digital planner apps and tools, project managers, students, and teams can skip the setup and start strong with ready-to-use planner templates available for free.
1. Weekly Schedule Template by Microsoft
Take control of your week with the simple yet effective Weekly Schedule Planner Template from Microsoft. It blends the framework of a calendar with the flexibility of a task list, making it easy to stay focused and meet weekly deadlines.
This is a very simple Microsoft Planner template for beginners. It includes dedicated space for weekly objectives, to-do lists, and due dates, helping you break down your workload without feeling overwhelmed.
Organizing your week just got a whole lot easier, whether you’re managing classes, client tasks, or team deliverables.
Why you’ll like it:
- Get a clean, distraction-free layout for better focus and faster planning
- Support creative enhancements with access to images, graphics, and smooth transitions
- Easily share your finished schedule online, across teams, or with stakeholders in a few clicks
Ideal for: Students, freelancers, and project managers balancing weekly goals and deadlines.
2. Holiday Budget Planner Template by Microsoft
Make holiday spending stress-free with the Holiday Budget Planner Template from Microsoft. Built in Excel, it helps you stay in control of your finances without giving up the fun. This template helps keep your numbers in check and your holidays on track while you plan for holiday gifts, events, and travel.
With built-in formulas that calculate budget vs. actual spending, you can focus more on celebrating and less on overspending. It’s a smart way to manage tasks and track purchases.
Why you’ll like it:
- Auto-calculate the difference between projected and actual costs for better task management
- Categorize expenses for gifts, travel, and events to easily manage every detail
- Personalize with custom visuals and fonts to fit your style
Ideal for: Budget-conscious planners managing holiday projects at work or home.
3. Gantt Project Planner Template by Microsoft
Looking for Microsoft Planner templates for agile project management? Stay in sync from kickoff to completion with the Gantt Project Planner Template from Microsoft.
Built on the trusted Gantt chart model, this template simplifies project management by providing a clear visual timeline of every task and team member assignment.
Track start dates, durations, and real-time progress while keeping your project organized from day one. This Excel-based planner adapts to your project size and schedule, whether you’re launching a new product or managing ongoing tasks.
Why you’ll like it:
- Visualize task timelines using Gantt-style bars
- Track progress, status, and deadlines across your team
- Easily assign tasks, share updates, and maintain alignment across all project stages
Ideal for: Project managers overseeing complex timelines, task owners, and cross-functional teams.
💡 Pro Tip: A well-crafted project plan isn’t just paperwork; it’s your team’s North Star. This dynamic document clearly outlines objectives, ensuring everyone aligns their efforts toward a collective goal. By defining the project’s scope—what’s in and what’s out—you effectively prevent scope creep and keep target deadlines firmly in sight.
4. Project Tracker Template by Microsoft
Keep your projects on schedule and within scope with the Project Tracker Template from Microsoft. This comprehensive Excel-based planning template serves as a centralized hub for monitoring all aspects of your project, from individual tasks and deadlines to overall progress and potential roadblocks.
It’s designed to give you a clear, real-time overview, helping you make informed decisions and keep your team aligned from start to finish.
Why you’ll like it:
- Track project status at a glance with a comprehensive dashboard
- View detailed task information and progress updates with customizable fields
- Filter and sort for easy data analysis and reporting
Ideal for: Project managers, team leads, and anyone overseeing multifaceted projects requiring detailed tracking.
5. Project To Do List Template by Microsoft
The straightforward Project To Do List Template from Microsoft breaks large projects down into manageable action items, ensuring clarity and accountability for every team member.
It’s one of the best free Microsoft Planner templates for teams to quickly assign tasks, set priorities, and track completion to stay focused and productive.
Why you’ll like it:
- Organize project tasks in a simple, clear layout
- Assign tasks and set due dates with ease
- Quickly update task statuses for real-time visibility
Ideal for: Project contributors, team members, and anyone needing a clear and actionable list of project responsibilities.
➡️ Read More: Free Daily Planner Templates in Word, Excel, & ClickUp
6. Daily Appointment Calendar Template by Microsoft
Keep your day on track with the Daily Appointment Calendar Template from Microsoft. This Excel-based planner is perfect for mapping out meetings, appointments, and important tasks by the hour—giving you full control over your daily schedule.
It offers a simple time-blocking structure with columns for start time, end time, and notes, helping you minimize double-bookings and maximize productivity.
Whether you’re working from home or running a busy office, this template keeps your day structured and stress-free.
Why you’ll like it:
- Break down your day into manageable chunks with hourly scheduling
- Add meeting details, reminders, or task priorities in the notes section
- Use it digitally or print it out to stay on top of your day anytime, anywhere
Ideal for: Busy professionals, administrative staff, and anyone who thrives on structure and punctuality
7. Event Planning Tracker Template by Microsoft
Make event planning a breeze with the Event Planning Tracker Template from Microsoft. Designed in Excel, this all-in-one tracker helps you manage every stage of event coordination—from brainstorming and vendor sourcing to guest tracking and budgeting.
This MS Planner template for event planning is structured with customizable tables that let you assign tasks, monitor deadlines, and track spending all in one place.
Whether you’re organizing a corporate seminar, wedding, or community fundraiser, it brings clarity to the chaos.
Why you’ll like it:
- Track timelines, tasks, and expenses in a single dashboard for seamless event oversight
- Assign owners, update statuses, and monitor planning progress at a glance
- Easily customize the tracker to fit your event size, type, and specific requirements
Ideal for: Event planners, office admins, and anyone managing multi-step events with moving parts
Summarize this article for me pleaseMicrosoft Limitations
While Microsoft Planner templates offer structure and convenience, they come with a few limitations that users should consider:
- Basic customization options: Many templates in Microsoft Planner have fixed formats, which makes it hard to tailor them to specific processes or unique needs
- Limited automation: There are few built-in automations for recurring tasks, status updates, or notifications compared to more advanced project management tools
- Not ideal for complex workflows: Managing cross-functional projects or dynamic timelines is challenging without third-party apps or integrations, especially during a new product launch
- Minimal collaboration features: While Microsoft Teams integration helps, real-time edits and comments are still limited within many templates
- File-based structure: Templates are often Excel- or Word-based, which means version control and access management become clunky with multiple team members
Pro Tip: Looking for a way to create custom templates in Microsoft Planner? While Planner does not give you that capability, here’s a workaround.
- Create a new plan
- Once you’re happy with it, click the three dots on the upper right and select ‘Copy Plan’
- Give the copied plan a new name
Alternatively, opt for truly customizable templates from ClickUp 😎
Summarize this article for me pleaseAlternatives to Microsoft Planner Templates From ClickUp
🧠 Fun Fact: 20% of the average workday goes toward ‘crucial’ and ‘important’ tasks, while the remaining is spent on activities that bring ‘little’ or ‘no value.’
It’s surprisingly easy to get caught up in the busywork and lose sight of what matters. That’s why we’ve pulled together some of the more advanced and effective planner templates to help you stay focused and make the most of your day.
While the new Microsoft Planner is great for basics, ClickUp delivers a wider array of templates and a more versatile platform. ClickUp’s templates are deeply customizable, with advanced features such as dynamic views, pre-built automation, and wide-scale reporting, making it an incredibly flexible choice for any project.
1. ClickUp Daily Planner Template
The ClickUp Daily Planner Template helps you structure your day with clarity and intention. From time-blocking meetings and tasks to organizing personal errands, this template transforms your daily chaos into a manageable routine.
Its flexible design includes built-in fields for task priority, deadlines, notes, and time estimates, enabling detailed planning without the clutter.
Paired with automation and reminders, this planner becomes a powerful tool for anyone seeking to stay on top of both recurring and one-time responsibilities.
Why you’ll love it:
- Structure your day using priority, time estimates, and custom fields
- Organize and filter tasks with the List View to stay focused
- Break your schedule into focused categories like Work, Personal, and Goals
- Add subtasks, checklists, and notes for deeper context
- Receive reminders and track overdue tasks with ease
Ideal for: Professionals, students, or anyone juggling multiple tasks throughout the day.
Here’s what Karthik Itharajula, Lead Annotations at Carscan.AI, had to say about using ClickUp:
2. ClickUp Daily Log Template
The ClickUp Daily Log Template provides a reliable space to record everything from project updates to personal reflections. Designed for consistency and ease of use, it includes timestamped entry fields, tags for categorization, and rich text blocks for detailed notes.
Whether you’re maintaining a work diary, tracking habits, or logging key activities for performance reviews, this template enables organized retrospection with powerful filtering and search functionality.
Why you’ll love it:
- Capture daily insights, wins, or challenges in a structured log
- Tag entries by project, theme, or task for easy retrieval
- Search and filter logs to find past entries quickly
- Maintain consistency in daily reflections
Ideal for: Project managers, knowledge workers, team leads, or individuals building a reflective habit.
3. ClickUp Daily Hour Schedule
If you’ve ever wondered where your day went, the ClickUp Daily Hour Schedule Template brings structure to your day, hour by hour. Ideal for professionals with packed calendars, it includes preset hourly blocks that you can customize for meetings, focus sessions, breaks, and errands.
Task descriptions, time estimates, and color-coded categories help you allocate time wisely. Moreover, recurring task support, calendar syncing, and drag-and-drop scheduling optimize your daily flow while avoiding overlap or missed appointments.
Why you’ll love it:
- Plan your entire day in detailed hourly segments
- Adjust tasks easily with drag-and-drop in Calendar View
- Plan tasks for each day and keep track of progress with the Daily Schedule View
- Visualize time distribution across categories
- Set reminders and recurring patterns for consistent routines
Ideal for: Professionals managing structured workdays or routines that shift frequently.
📮 ClickUp Insight: 21% of people say more than 80% of their workday is spent on repetitive tasks. And another 20% say repetitive tasks consume at least 40% of their day.
That’s nearly half of the workweek (41%) devoted to tasks that don’t require much strategic thinking or creativity (like follow-up emails 👀).
ClickUp AI Agents help eliminate this grind. Think task creation, reminders, updates, meeting notes, drafting emails, and even creating end-to-end workflows! All of that (and more) can be automated in a jiffy with ClickUp, your everything app for work.
💫 Real Results: Lulu Press saves 1 hour per day, per employee, using ClickUp Automations—leading to a 12% increase in work efficiency.
4. ClickUp Project Planner Template
From deadlines and budgets to team roles and task dependencies, project planning gets messy fast without the right system in place. The ClickUp Project Planner Template helps you organize and manage everything.
Designed to clarify any project, this template includes ready-to-use sections for defining objectives, deliverables, task lists, and key milestones. Additionally, smart widgets, automation, and custom fields enable you to plan across phases, allocate resources, and track progress.
Why you’ll love it:
- Break projects down into goals, milestones, and actionable subtasks
- Assign responsibilities with deadlines, dependencies, and priorities
- Leverage widgets to track metrics like time, cost, or completion rate
- Keep track of project costs with the Budget Tracker View
- Get an overview of all of the tasks in progress with the Project Panel View
- Track crucial project metrics like ‘Risk,’ ‘Budget,’ ‘Work Progress,’ etc., using 10+ custom fields
Ideal for: Project managers, entrepreneurs, and collaborative teams launching initiatives.
5. ClickUp Holiday Planner Template
The logistics of holiday planning can quickly add up when you’re organizing a family trip or a company break. Flight times, hotel bookings, shared itineraries, budget tracking… and let’s not forget syncing everyone’s calendars.
The ClickUp Holiday Planner Template centralizes everything you need for organizing a getaway or festive break.
It includes fields for destinations, travel bookings, packing lists, gift ideas, and budget tracking. Timeline and Calendar Views make it easy to coordinate with friends or family, while task checklists keep things tidy.
Why you’ll love it:
- Plan itineraries with custom fields for travel, activities, and bookings
- Track your holiday budget with cost-estimate fields and checklists
- Share and collaborate on packing lists and schedules with others
- Attach booking receipts, travel documents, schedules or links for easy access on the go
Ideal for: Families, solo travelers, or group vacation coordinators.
6. ClickUp Wedding Planner Template
Planning a wedding? The ClickUp Wedding Planner Template is an all-inclusive workspace for managing the intricate details of a wedding. It comes preloaded with categories for budgeting, vendor management, guest lists, design boards, and timelines.
You can break your plan down into phases such as engagement, preparation, ceremony, and reception. Its dynamic task structure supports collaborative planning, while forms and automation can streamline RSVP collection, vendor approvals, and deadline tracking.
Why you’ll love it:
- Keep tabs on every task using tags like Wedding Location, Motif, and Contract Size
- Track guest responses, seating plans, and catering notes
- Collaborate easily with family members, planners, or vendors
- Use pre-made checklist templates for each wedding phase
Ideal for: Couples or professional wedding planners managing detailed logistics.
7. ClickUp Event Planning Template
The ClickUp Event Planning Template gives you everything you need to organize a corporate seminar, team outing, or any other event.
Use pre-built lists for Activities, Billing, and Facilities, switch between Calendar, Board, or Timeline views, and monitor progress with budget status and payment tracking fields. You can also assign roles, automate reminders, and monitor progress via dashboards.
Why you’ll love it:
- Map every detail from pre-event prep to post-event follow-up
- Manage files, notes, and marketing materials in one workspace
- Track registration numbers, RSVPs, and promotional timelines
- Collaborate in real-time with stakeholders, be it team members, vendors, or loved ones
Ideal for: Event managers, freelance planners, wedding coordinators, busy couples, or even small teams planning internal events.
Here’s what Alaina Maracotta, Event Marketing Head at Vida Health, has to say about ClickUp:
8. ClickUp Weekly Planner Template
The ClickUp Weekly Planner Template is designed for individuals and teams who need a broad yet detailed view of their week. It provides segmented spaces for daily objectives, key outcomes, and time-blocked tasks.
With drag-and-drop rescheduling and integration with time tracking, it’s easy to balance workloads across days and avoid overcommitting. The template works especially well for sprints, recurring planning rituals, or weekly performance reviews.
Why you’ll love it:
- Stay on track for the week using the Planner Board
- Organize each day of the week with custom tags and task types
- Visualize time commitments across multiple days in one view
- Sync with calendars and use reminders to stay on track
- Reflect on weekly wins, blockers, and progress using built-in notes
Ideal for: Professionals, agile teams, and freelancers managing weekly deliverables or personal goals.
9. ClickUp Monthly Planner Template
Planning ahead doesn’t have to be overwhelming, especially when you’ve got a smart monthly planner to guide the way.
The ClickUp Monthly Planner Template offers a macro-level overview for managing goals, deadlines, and priorities over a 30-day span. It provides a color-coded space for monthly focus areas, milestone tracking, and capacity planning.
Track monthly client deliverables and prepare for recurring team meetings to ensure effective project management and timely progress. Each week can be divided into action categories, such as strategic, tactical, or creative work.
Why you’ll love it:
- Add tags, due dates, and reminders to keep everything running smoothly
- Break your month into attainable short-term goals and highlight your top priorities
- Monitor recurring projects or campaigns using Calendar and Timeline Views
- Organize and assign tasks between departments and team members with the Department Board View
- Stay on top of team workloads with the Monthly Workload Capacity View
- Customize sections to reflect specific KPIs or progress bars
Ideal for: Teams running monthly campaigns, solopreneurs with long-term vision, or managers overseeing multiple workflows.
➡️ Read More: Free Monthly Calendar Templates to Organize Your Time
10. ClickUp Calendar To Do List Template
Planning shouldn’t feel like a full-time job. You need a system that doesn’t just list tasks but shows you exactly when to do them.
The ClickUp Calendar To-Do List Template provides a visual timeline for your daily tasks, allowing you to plan with purpose and stay on track. It merges to-do task clarity with the power of time-based planning.
Map your to-do items across a calendar, adjust deadlines visually, and group items by priority or project. Plus, useful filters and custom views let you sort tasks by day, week, or month without losing important details.
Why you’ll love it:
- Pair calendar-based planning with flexible to-do list formats
- Reorganize tasks visually with drag-and-drop scheduling
- Set priorities, due dates, and reminders with ease
- Keep track of upcoming meetings and tasks with the Meeting Request View
- Sync with external calendars for a unified, conflict-free schedule
Ideal for: Busy professionals and multitaskers balancing personal and work tasks.
11. ClickUp Daily To Do List Template
Some days, even remembering where to start feels like a task in itself. That’s where the ClickUp Daily To-Do List Template quietly shines. It gives your day structure, so you can see what’s due and move forward without second-guessing.
With its intuitive layout and smart automation, you can easily organize, prioritize, and schedule your day without feeling overwhelmed.
It features clear headers for task names, statuses, due dates, and notes—all in one scrollable list. Smart filters and tags further let you highlight time-sensitive or high-priority actions.
Why you’ll love it:
- Manage daily priorities with status, due date, and checklist fields
- Organize tasks and subtasks to keep everything in order
- Brainstorm and outline daily goals with ClickUp Whiteboards
- Get smart notifications and integrations to stay updated across tools
Ideal for: Task-oriented individuals, assistants, or team members focused on daily execution.
12. ClickUp Weekly Checklist Template
Starting a new week can feel like a huge task, especially when you’re not sure where to begin.
The ClickUp Weekly Checklist Template is ideal for professionals or anyone who enjoys the satisfaction of crossing items off the list. It comes pre-built with checklist rows for each day, making it perfect for routines, habit tracking, or operational processes.
This ready-to-use subcategory template comes with a simple yet intuitive layout. Use it to set realistic weekly goals and stay focused on your tasks. Categorize tasks by type, such as personal, leisure, work, house chores, etc., and assign start and due dates for better time control.
Why you’ll love it:
- Create recurring checklists organized by day of the week and track completion rates or behavior trends over time
- Use the Weekly Calendar View to plan out what tasks to do each day
- Save time with ClickUp Automations that assign, update, or move tasks as you check them off
- Never miss a deadline with automatic notifications and reminders
- Instantly spot tasks that are waiting on others with dependency warnings
Ideal for: Remote workers and anyone who wants to organize their week by category or focus area to maximize their time and energy.
13. ClickUp Annual Calendar Template
The ClickUp Annual Calendar Template outlines the roadmap by providing a month-by-month system to maintain steady progress. It helps you plan events, campaigns, holidays, and milestones over 12 months with a visual structure that helps anticipate workload bottlenecks and distribute goals seasonally.
Use color coding to differentiate between types of work—financial deadlines, team initiatives, content calendars, or hiring rounds. Integrations with goals and reporting allow for real-time progress tracking.
Why you’ll love it:
- Visualize and plan your entire year across months and quarters
- Assign themes, KPIs, and milestones to each month
- Use color-coding to segment personal, professional, or team-wide plans
- Connect calendar events to projects or goals
Ideal for: Executives, team leads, or anyone managing long-term plans.
14. ClickUp Weekly Calendar Template
The ClickUp Weekly Calendar Template allows users to segment their workweek into manageable time slots. Unlike traditional to-do lists, this layout focuses on time-blocking task schedules, and availability visualization.
You can embed this into your workspace and pair it with real-time syncing to personal calendars. It’s ideal for reducing daily decision fatigue.
Why you’ll love it:
- Divide each weekday into segments for deep work, calls, or admin
- Gain an overview of all of the tasks in your project with the All Tasks View
- Focus on the tasks that need to be done this week using the This Week View
- Customize views to reflect recurring blocks or floating tasks
- Integrate with time tracking for accurate hour allocation
- Use automation to carry forward incomplete blocks
Ideal for: Knowledge workers, remote professionals, or hybrid team members.
15. ClickUp Calendar Planner Template
The ClickUp Calendar Planner Template is designed to gain a broader perspective and see the big picture. This planning template transforms your weekly or monthly disarray into a streamlined calendar for organizing projects, events, or deliverables across days, weeks, or months.
You can pair this with dashboards or forms to build request queues, plan resources, or manage editorial or production calendars. It simplifies assigning, shifting, and visualizing work in a flexible calendar interface.
Why you’ll love it:
- Schedule and track key activities on a drag-and-drop calendar
- Plan out your month in advance using the Monthly Planner View
- Tag events by theme, team, or status to stay organized
- Adjust timelines quickly with Timeline View
- Use widgets to assess progress, blockers, or time constraints
Ideal for: Cross-functional teams, content managers, and product teams.
➡️ Read More: Free Work Plan Templates & Examples
16. ClickUp Blog Planner Template
The ClickUp Blog Planner Template is built for serious bloggers and content teams who need a centralized space to manage every stage of their editorial process. It features structured categories for topic ideation, keyword research, content briefs, deadlines, and publishing statuses.
With status fields such as Topic, Publication Date, Media File, Blog Types, Blog Writing Process, and more, the entire content production lifecycle becomes traceable. You can also store metadata, update article versions, and leave feedback using collaborative comment threads.
Why you’ll love it:
- Track the writing pipeline across custom statuses and deadlines
- View editorial planning across weeks or months with ClickUp Calendar View
- Link articles to briefs, keyword docs, and campaign assets
- Use ClickUp Brain to generate blog topics, outlines, and even rough drafts instantly
- Monitor and review any changes made to a blog with the Revision Tracker View
Ideal for: Content marketing teams, solo bloggers, and agencies managing multiple client blogs and aiming for editorial consistency.
➡️ Also Read: How to Create an Effective Work Plan (+Templates)
17. ClickUp Travel Planner Template
The ClickUp Travel Planner Template is your command center for organizing trip logistics, itinerary details, and travel documents. Each trip can be mapped with dedicated tasks for accommodation, transit, budget, and activity planning.
Use custom fields to sort by departure dates, trip stages, or group size. Attach tickets, confirmations, or maps directly within task descriptions to keep everything easily accessible while on the move.
Why you’ll love it:
- Plan day-by-day itineraries using Calendar or List Views
- Store e-tickets, IDs, and confirmations securely inside task attachments
- Assign travelers, track dates, emergency contacts, and create schedules when coordinating time off across teams or family members
- Maintain control during multi-destination trips or group travel using Checklists and Timeline Views
- Log every activity (flights, accommodations, rentals, etc.) with timelines and personalized fields
Ideal for: Travel enthusiasts, business travelers, or anyone planning multi-leg journeys.
💡 Pro Tip: Create a shared checklist of pre-travel essentials (like passport renewals or pet-sitter bookings) and reuse it for future holidays. It’ll save you hours and headaches next time around.
18. ClickUp Website Planner Template
Designing a website involves more than just picking fonts and colors. The ClickUp Website Planner Template helps you map out every step of your site build, from early research to launch day.
Plan your layout, track feedback, organize content, and keep your project on schedule with multiple ClickUp views tailored for web projects.
The template supports tracking user testing feedback, SEO setup, and launch checklists. Integrated timelines help teams align development and content updates efficiently.
Why you’ll love it:
- Organize feedback from testing rounds in context and track your go-live checklist to avoid missed steps
- Document requirements with the Website Spec View
- Use ClickUp’s Table View to research and compare inspiration from other websites
- Create structured tasks for layout, navigation, content, and feature planning
- Plan out when to start and complete each task for the website with the Timeline View
- Track progress with five different statuses: Blocked, Complete, In Progress, Internal Review, and To Do
Ideal for: Freelance designers, creative agencies, product teams, or business owners launching a site from scratch or revamping an existing one.
19. ClickUp Hourly Schedule Template
True to its name, the ClickUp Hourly Schedule Template takes it a step further by helping project managers, employees, and freelancers plan their day, assign tasks, and monitor shift timings. It’s structured with a vertical timeline format that outlines each hour from morning to evening.
Whether managing meetings, appointments, or focused work sessions, this template promotes clarity through color-coded segments and task duration fields. Hour-by-hour task planning helps identify time gaps or overbooked schedules at a glance.
Besides scheduling, this template also helps track wage payouts.
Why you’ll love it:
- Avoid scheduling conflicts by seeing everything in one timeline using the Weekly Calendar View
- Track time-sensitive responsibilities with task statuses like ‘Present,’ ‘Absent,’ ‘To Do,’ and ‘Closed’
- Sync hourly breakdowns to your personal calendar tools
- Customize and track every new task with real-time updates, reminders, and data-driven visuals
- Track how much money each task earns you with the Actual Payout View
- See how much each assigned has earned using the Payout Per Assignee View
Ideal for: Freelancers, remote workers, or shift-based employees who need an hour-by-hour breakdown to track, manage, and complete daily tasks efficiently.
20. ClickUp Work Plan Whiteboard Template
The ClickUp Work Plan Whiteboard Template provides a dynamic and visual way to map out goals, resources, and deliverables. Unlike traditional list-based templates, this version utilizes ClickUp Whiteboards to lay out interconnected tasks and dependencies visually.
Use shapes, lines, and sticky notes to visualize projects or workflows. It’s great for brainstorming work streams or aligning teams during kickoff meetings and agile sprint planning.
Why you’ll love it:
- Create task links to mirror real project dependencies
- Organize strategic sessions with interactive sticky notes, diagrams, and charts
- Break down the specific resources needed to get each task done
- View status updates and blockers as your team moves through each phase
Ideal for: Project managers and cross-functional teams who want a visual and collaborative approach to work planning.
21. ClickUp Time Management Schedule Template
The ClickUp Time Management Schedule Template is designed to track time allocation across various roles and projects. It includes priority levels, estimated time per task, time spent fields, and a daily breakdown of activities.
This template’s performance-focused layout helps you optimize your routines by tracking recurring time drains or bottlenecks. Weekly analytics and cumulative reporting options provide deeper visibility into productivity patterns.
Why you’ll love it:
- Plan and assess how your time is spent each day
- Analyze time data by category, client, or priority
- Review weekly summaries to identify time leaks
- Adjust upcoming schedules based on workload insights using the Workload View
Ideal for: Freelancers, consultants, and busy professionals refining their productivity habits.
22. ClickUp Yearly Goals Template
Setting goals is only half the battle; staying committed and aligned is where real success happens. ClickUp’s Yearly Goals Template helps you define and track ambitious targets with clarity, so your team knows exactly what to aim for.
Define goal categories—such as health, finance, or career—and assign key performance indicators (KPIs) or success metrics for each. Progress bars and the ClickUp Goals feature help monitor how close you are to hitting your targets. You can also connect tasks, subtasks, and ClickUp Docs directly to each goal entry.
Why you’ll love it:
- Break annual goals into manageable timelines and action items
- Attach metrics, habits, and documents to each goal entry to track progress with visual indicators and updates
- Measure results and celebrate wins with visual indicators and completion percentages
- Create a shared team calendar to stay aligned with your team
Ideal for: Organizations, project managers, and teams seeking project planning and seamless calendar-based scheduling throughout the year.
📚 Also Read: How to Make a Life Plan (with Templates!)
23. ClickUp Time Box Template
The ClickUp Time Box Template enables focused, distraction-free work by pre-allocating fixed time slots to specific tasks. Inspired by the timeboxing technique, this layout allows you to designate start and end times, task objectives, and time limits.
The template encourages mindfulness and prevents perfectionism by constraining the time available for each effort.
Why you’ll love it:
- Assign strict time windows to tasks for focused execution
- Reduce context switching with intentional time boundaries
- Integrate timers and reminders for better session control
- Analyze which tasks overrun or underrun their timebox
- Visualize your timeline and track progress with the Time Box Schedule View
Ideal for: Creators, developers, or anyone seeking to improve focus through structured time chunks.
24. ClickUp 30-60-90 Day Plan Template
Starting a new role is exciting and a bit overwhelming. In the first 90 days, expectations are high, and the learning curve can feel steep. The ClickUp 30-60-90 Day Plan Template gives you a dedicated space to set goals for your first month, build momentum in your second, and start delivering real impact by day 90.
Use this template to track your progress, document wins and roadblocks, and align your work with team and business priorities.
Why you’ll love it:
- Organize and track all of the onboarding tasks with the Onboarding Board View
- Use comments and checklists to track progress transparently
- Log learning milestones and tangible achievements with Custom Fields
- Utilize the built-in space to note down observations, wins, and challenges to help you improve in real-time
- Share your plan with your manager or team so everyone’s aligned on expectations and progress
Ideal for: New hires, newly promoted managers, HR teams streamlining onboarding, and team leaders mentoring new team members.
💡 Pro Tip: As a new employee, don’t hesitate to make a clear request when collaborating, whether it’s for feedback, resources, or support. Open communication is crucial for maintaining quality and enabling your team to achieve its goals efficiently.
25. ClickUp Meal Planning Template
Meal planning often feels like a daily puzzle: what to cook, what to buy, and how to make it all fit your schedule. The ClickUp Meal Planning Template clears the chaos and provides a clear system to plan your meals, store recipes, track ingredients, and prepare for the week ahead.
This template also supports recurring planning, allowing you to build reusable food calendars, assign prep dates, and track shopping lists with subtasks and tags.
Why you’ll love it:
- Add prep instructions, cook times, and ingredients per meal
- Link shopping tasks to days or meal cards for efficiency
- Prep ahead and avoid last-minute takeout with the Weekly Meal Plan Summary feature
- Organize recipes by meal type through the Meal Type Board
- Group meals by meal type (breakfast, lunch, dinner), dietary goals, or family preferences
Ideal for: Families, meal preppers, or anyone managing a dietary routine on a schedule.
Summarize this article for me pleaseChoose ClickUp Planner Templates for Smarter Task Management
No matter your goals—meal prepping, planning a wedding, or launching a website—having the right tools makes all the difference. ClickUp’s planner templates go beyond simple checklists; they help you manage your time and bring order to both new and existing plans, resulting in more efficient and effective outcomes.
These Microsoft Planner template alternatives come packed with advanced features, including automation capabilities, collaboration tools, custom fields, and more.
Take control of your to-dos and timelines by signing up for ClickUp today.
Everything you need to stay organized and get work done.
