Itโs surprising how often small project hiccups like repeated manual work, mixed-up task ownership, and chasing teammates for updates end up draining time and energy.
According to the Project Management Institute, companies waste $120,000 for every $1 million invested due to poor project performance.
monday.com board templates are built to break that inefficient loop. These ready-made customizable templates simplify project setup by providing a foundation for everything from daily tasks to major product launches.
You can easily tweak them to suit your team, so youโre not stuck reinventing the wheel every time a new project comes up. In this article, weโll walk you through some of the most useful customizable board templates you can start with.
- What Makes a Good monday.com Board Template?
- Board Templates at a Glance
- Free monday.com Board Templates
- monday.com Templates Limitations
- Alternative Board Templates
- 1. ClickUp Board Template
- 2. ClickUp Project Board Template
- 3. ClickUp Simple Kanban Board Template
- 4. ClickUp Multiple Project Management Board Template
- 5. ClickUp Kanban View Roadmap Template
- 6. ClickUp Kanban for Software Development
- 7. ClickUp Agile Sprint Planning Template
- 8. ClickUp Design Board Template
- 9. ClickUp Getting Things Done Template
- 10. ClickUp Customer Onboarding Template
- 11. ClickUp Hiring Selection Matrix Template
- 12. ClickUp Project Retrospective Template
- 13. ClickUp IT Support Template
- 14. ClickUp Business Expense Report Template
- 15. ClickUp Blog Editorial Calendar Template
What Makes a Good monday.com Board Template?
A monday.com Board Template is a ready-made board configuration. It contains pre-arranged groups, items, columns, automations, and views designed to support a particular workflow.
When you apply a template, monday.com automatically generates a new board with all the elements already structured, so you can begin using the workflow immediately without manually setting up the board.
This way, teams are able to save, reuse, and edit specific elements to match their project needs. Hereโs what you can do with the ideal monday board template:
- โ Organize tasks with a clear structure of groups, items, and columns for easy tracking
- โ Allow flexible customization of columns, views, and workflows for different project types
- โ Support board automations that simplify repetitive actions like status changes or task updates
- โ Enable collaboration with assigned tasks, comments, and real-time notifications within the board
- โ Make it easy to save, duplicate, and reuse boards as templates for future projects
๐ก Pro Tip: Template boards can be just as helpful for personal routines and everyday reminders. One Reddit user shared how using a single board for both work and personal tasks helped them avoid splitting their to-dos across apps and sticky notes.ย
Board Templates at a Glance
Hereโs a quick glance at the monday.com board templates and ClickUp alternatives:
| Template Name | Download Template | Ideal for | Best Features | Visual Format |
| Project Portfolio Management Template by monday.com | Download this template | Teams managing multiple projects or client portfolios | Centralized project tracking, dashboards, approvals, Kanban/timeline views | monday Board, Kanban, Timeline |
| Client Campaigns for Agencies Template by monday.com | Download this template | Agencies, creative teams, client project managers | Client/campaign tracking, forms, workload management, automations | monday Board, Table |
| Project Requests and Approvals Template by monday.com | Download this template | PMs, ops, department leads | Request forms, approval tracking, notifications, automations | monday Board, Table |
| Social Media Planner Template by monday.com | Download this template | Social media managers, marketing teams | Content calendar, asset storage, metrics, color-coded groups | monday Board, Calendar |
| Customer Onboarding Template by monday.com | Download this template | Customer success, account managers, sales enablement | Onboarding steps, progress tracking, team alignment | monday Board, Table |
| Product Development Template by monday.com | Download this template | Product managers, engineering, Agile teams | Backlog, sprint planning, bug tracking, retrospectives | monday Board, Kanban, Timeline |
| ClickUp Board Template | Get free template | Project teams, department heads | Customizable columns, visual task tracking, drag-and-drop | ClickUp Board, List |
| ClickUp Project Board Template | Get free template | Cross-functional teams, PMs, ops | Task breakdown, deadlines, stakeholder updates | ClickUp Board, List |
| ClickUp Simple Kanban Board Template | Get free template | Teams needing visual workflow | Drag-and-drop, bottleneck spotting, custom columns | ClickUp Kanban, Board |
| ClickUp Multiple Project Management Board Template | Get free template | PMs, Agile teams, multi-project managers | Sprint planning, workflow automation, real-time tracking | ClickUp Board, List |
| ClickUp Kanban View Roadmap Template | Get free template | Product managers, planners, leadership | Visual roadmap, drag-and-drop, owner/deadline assignment | ClickUp Kanban, Board |
| ClickUp Kanban for Software Development | Get free template | Dev teams, QA, product managers | WIP limits, intake workflow, dashboards, cycle time tracking | ClickUp Kanban, Board |
| ClickUp Agile Sprint Planning Template | Get free template | Scrum teams, Agile PMs, dev teams | Sprint boards, dependencies, timeline, status tracking | ClickUp Board, Timeline |
| ClickUp Design Board Template | Get free template | Design teams, creative agencies | Asset management, visual collaboration, feedback | ClickUp Board, Docs |
| ClickUp Getting Things Done Template | Get free template | Individuals, GTD teams | Task capture, prioritization, next actions, reviews | ClickUp List, Board |
| ClickUp Customer Onboarding Template | Get free template | Sales, success, client services | Onboarding steps, automation, team alignment | ClickUp List, Board |
| ClickUp Hiring Selection Matrix Template | Get free template | HR, recruiters, hiring managers | Candidate evaluation, criteria, feedback sharing | ClickUp Board, Table |
| ClickUp Project Retrospective Template | Get free template | Project teams, Scrum masters | Lessons learned, feedback, action steps | ClickUp List, Board |
| ClickUp IT Support Template | Get free template | IT helpdesk, support teams | Ticket tracking, automation, searchable records | ClickUp Board, List |
| ClickUp Business Expense Report Template | Get free template | Finance, department heads, PMs | Expense tracking, budget monitoring, approvals | ClickUp List, Board |
| ClickUp Blog Editorial Calendar Template | Get free template | Content teams, bloggers, marketers | Editorial workflow, deadlines, collaboration | ClickUp Calendar, Board |
Free monday.com Board Templates
Alright, letโs dive into free monday.com Board Templates you can start using right away!
1. Project Portfolio Management Template

Itโs not always the big projects that wear you out. Sometimes, itโs that pile of smaller updates and shifting priorities that make your day extra challenging. This Project Portfolio Management Template helps you consolidate all your projects into a single location.
Now, instead of battling a million things happening all over, you only have to pay attention to one single space.
โก๏ธ Why you’ll love this template
- See all your projects, deadlines, and tasks in one organized board
- Collect new project requests and manage approvals without extra back-and-forth
- Keep track of budgets, timelines, and team assignments with simple updates
- Share files, notes, and updates in real time, right where the work happens
- Use dashboards, Kanban boards, or timelines to follow your project portfolio your way
โจ Ideal for: Teams managing multiple projects, client portfolios, or cross-functional initiatives.
๐ Also Read: Best Kanban Board Examples to Streamline Your Workflow
2. Client Campaigns for Agencies Template

A recent PWC study found that most high-performing teams have one thing in common: they use project management tools with features from the template center that help them work smarter.
As an agency, youโve probably dealt with scattered feedback, buried email threads, and shifting deadlines. The Client Campaigns for Agencies Template organizes every campaign phase (briefs, approvals, tasks, timelines, and client feedback) in one synced workspace. This way, your team and clients stay aligned without overlaps or confusion.
โก๏ธ Why you’ll love this template
- Organize client details, campaign tasks, and updates in one clear board
- Make client collaboration easier with customizable forms and synced contacts
- Track feedback, approvals, and campaign progress without chasing updates
- Manage your teamโs workload while keeping an eye on long-term goals
- Automate routine tasks and reminders so nothing important gets missed
โจ Ideal for: Marketing agencies, creative teams, and client-facing project managers.
๐ Fun Fact: Leonardo da Vinci was also a big fan of task lists. His famous notebooks include checklists of things to learn, people to meet, and projects to try.
3. Project Requests and Approvals Template

That old quote from George Bernard Shaw still rings true, especially when it comes to project requests. If you think having everything in email will help you remember it, think again. The constant back-and-forth is likely to obscure the important details.
The Project Requests & Approvals Template centralizes all incoming project requests in one board, so nothing gets lost in emails or spreadsheets. It supports custom request forms, real-time notifications, and automated reminders to streamline approvals and keep everyone aligned.
โก๏ธ Why you’ll love this template
- Collect project requests in one place with customizable, shareable forms
- Keep every stakeholder in the loop with real-time updates and notifications
- Track approvals, feedback, and deadlines without chasing people down
- Sort and manage requests by status, date, or team with simple, color-coded groups
- Use automation to notify requesters when their project is approved or needs changes
โจ Ideal for: Project managers, operations teams, and department leads handling internal or client requests.
๐กPro Tip: ClickUp Brain adds an extra layer of support to your project management. It is an AI-powered assistant that can summarize feedback, answer project-related questions, and organize notes directly within your workspace. This feature means less time searching for information and more time creating.
4. Social Media Planner Template

Social media is now arguably one of the most important verticals in a company. However, unlike other departments, social media often consists of a small team managing a dozen tasks. Every other day, a new trend emerges, accompanied by deadlines and creative assets.
This Social Media Planner Template brings your posts, plans, and performance data in one organized space you can actually manage. It allows you to import your social media metrics directly into the board, so all your insights and assets are consolidated in one space.
โก๏ธ Why you’ll love this template
- Store creative assets, copy, and campaign files in one shared workspace
- Plan content by platform, publish date, and status with clear, customizable columns
- Import social media metrics and connect external files in just a few clicks
- Assign team members, set due dates, and track content progress with ease
- Use color-coded groups to sort campaigns, monitor results, and spot trends quickly
โจ Ideal for: Social media managers, marketing teams, and content creators juggling multi-channel campaigns.
๐ฎ ClickUp Insight: Nearly 28% of employees see invisible work as simply part of being a good teammate, but for 10%, it feels like the same few people always end up carrying the extra load.
What starts as teamwork can easily turn into quiet frustration when the burden isnโt shared fairly.
The good news is, support doesnโt always have to come from a teammate. Whether you’re searching for an old document, checking the status of a task no one remembers, or trying to find the person who handled a similar request last year, ClickUp Brain can help you quickly locate what you need, ensuring that no one feels left out.
5. Customer Onboarding Template

Customer onboarding is a crucial moment that requires careful planning and execution. A rocky start can set the wrong tone. This template lets you manage the entire onboarding journey. from the kick-off meeting through implementation and client training, on one board.
It provides visibility into progress and time spent, helping internal teams stay aligned and customers feel supported at every step.
โก๏ธ Why you’ll love this template
- Manage every onboarding step, from kickoff calls to client handovers, in one board
- Track progress, time invested, and next steps with full visibility for your team
- Keep sales, success, and client teams aligned on one shared platform
- Assign owners, set deadlines, and share updates so nothing falls through the cracks
- Easily adapt the board to fit each clientโs unique onboarding needs
โจ Ideal for: Customer success teams, account managers, and sales enablement teams focused on post-sale engagement.
๐ Also Read: How to Use a Task Board Effectively for Better Task Management
6. Product Development Template

Keeping a product on track takes more than just great ideas. Itโs about balancing sprint goals, managing bugs, and making sure the roadmap stays clear for everyone involved.
This Product Development template lets teams plan, track, and manage scrum sprints with easeโcovering everything from backlog prioritization to sprint retrospectives. It includes tools for mapping your product vision with a high-level roadmap, tracking bug tickets, and running collaborative retrospectives.
โก๏ธ Why you’ll love this template
- Manage your backlog and sprint priorities with clear ownership and tracking
- Map out product goals with a high-level roadmap connected to execution tasks
- Track bugs, customer feedback, and resolutions in one organized board
- Run effective retrospectives with team feedback and action points captured in one place
- Stay on top of sprint progress and continuous improvement with clear, shared updates
โจ Ideal for: Product managers, engineering teams, and Agile squads handling sprints and releases.
๐ Did You Know: Over a three-year period, organizations using ClickUp achieved an estimated 384% return on investment (ROI), according to Forrester Research. These organizations generated about US $3.9 million in incremental revenue through projects enabled or improved by ClickUp.
๐ Also Read: Free Sprint Planning Templates for Agile Teams
monday.com Templates Limitations
Thatโs how one Reddit user summed up their monday.com experience.
Before you dive in, it helps to know where things might feel a little less smooth:
- Many templates offer a general setup, which means youโll often need to edit and customize them for your specific project
- Automation limits on free and lower-tier plans can make it tricky to fully streamline your workflows
- Activity logs inside templates donโt always give a detailed view of updates or changes across multiple boards
- Thereโs no built-in space for idea sharing or brainstorming, so you may need extra tools for creative collaboration
- Larger boards and complex templates can lead to slower load times, especially as your workspace grows
๐ Also Read: Best Project Planning Tools
Alternative Board Templates
Most board templates are too generic to fit your actual workflow or too rigid to adapt as your processes evolve. You end up with a board that looks organized but doesn’t actually help your team move faster.
ClickUp takes a different approach as the world’s first Converged AI Workspace.
Board templates in ClickUp here aren’t just visual layoutsโthey come with built-in automations, connected docs, and intelligent task relationships that actually reflect how work gets done. It eliminates Work Sprawl by connecting your boards directly to everything else your team needs: files, communication, timelines, and reports.
No more manual updatesโjust 100% context in one place where humans and agents work together to keep projects moving.
Here are 15 of ClickUpโs best templates that actually connect your daily work to your bigger goals:
1. ClickUp Board Template
Even with dashboards available, 43% of teams still fall back on spreadsheets to figure things out on their own. Thatโs often because dashboards donโt show the full story or arenโt flexible enough for day-to-day work.
The ClickUp Board Template addresses this issue by providing a fully customizable workflow that functions as a live visual tracker.
โก๏ธ Why you’ll love this template
- Customize columns to fit your workflow and keep everything aligned
- Visualize tasks, statuses, and progress in a single board view
- Group tasks by sprint, priority, or owner without switching tools
- Track updates and move tasks forward with simple drag-and-drop actions
- Use built-in board views without losing connection to your goals or timeline
โจ Ideal for: Project teams, department heads, and teams looking for a customizable project board.
Since weโre on the topic of data visualization, project managers can track progress and goals in real time using a customizable project management dashboard.ย Hereโs a quick video explaining how it works:
2. ClickUp Project Board Template
Managing a project often involves balancing all the components without sacrificing quality or missing deadlines. However, when your to-do lists, updates, and feedback exist in disparate realms, the situation becomes challenging.
Built for those moments, the ClickUp Project Board Template offers the following to tie everything into one view.
โก๏ธ Why you’ll love this template
- Break down complex projects into manageable tasks and clear workflows
- Track task progress, deadlines, and ownership in a single board
- Collaborate with your team and share project updates with stakeholders
- Customize views and columns to fit your projectโs size and scope
- Gain a high-level view of your project without losing sight of the details
โจ Ideal for: Cross-functional teams, project managers, and operations teams managing collaborative projects.
๐ Also Read: Steps to Improve Your Teamโs Workflowsย
3. ClickUp Simple Kanban Board Template
The ClickUp Kanban Template is a flexible tool that helps teams visualize and manage their workflows. It features custom statuses, fields, and views. Thus, making it easy to track progress, break down large projects, and spot bottlenecks.
With built-in project management tools such as tagging, subtasks, and task dependencies, teams can enhance transparency and optimize resource utilization for increased productivity.
โก๏ธ Why you’ll love this template
- Visualize task progress with easy drag-and-drop movement between columns
- Break down larger projects into smaller, manageable steps
- Spot bottlenecks early and adjust priorities with less guesswork
- Improve communication by giving everyone visibility into task status
- Customize columns, labels, and workflows to match your projectโs needs
โจ Ideal for: Teams seeking a clear, visual way to track tasks, workflows, and project stages.
๐ Also Read: ย Best Free Kanban Board Software Apps
4. ClickUp Multiple Project Management Board Template
Almost 60% of project managers deal with up to five projects at once. With so much happening at the same time, itโs only natural for a few details to slip by. But the ClickUp Simple Sprints Kanban Board Template comes to your rescue. This template helps Agile teams plan, execute, configure, and track their work with clarity.
โก๏ธ Why you’ll love this template
- Plan sprints with pre-set Board and List views for better visibility
- Estimate tasks and track completion within each sprint cycle
- Customize workflows and automations to fit your Agile process
- Monitor sprint progress and identify blockers in real time
- Keep your team aligned on goals, timelines, and next steps
โจ Ideal for: Project managers and teams juggling multiple projects or Agile sprints simultaneously.
๐ฎClickUp Insight: Context-switching is silently eating away at your team’s productivity. Our research shows that 42% of disruptions at work come from juggling platforms, managing emails, and jumping between meetings. What if you could eliminate these costly interruptions?
ClickUp unites your workflows (and chat) under a single, streamlined platform. Launch and manage your tasks from across chat, docs, whiteboards, and moreโwhile AI-powered features keep the context connected, searchable, and manageable!
5. ClickUp Kanban View Roadmap Template
Traditional roadmaps often look excellent at first…until plans shift. Upon adjusting goals and tasks, you become aware of the significant effort required to manually update these elements.
The ClickUp Kanban View Roadmap Template makes it easier to adjust on the fly without having to start over every time your priorities change. Give your team a flexible, visual way to manage roadmaps as a living document.
โก๏ธ Why you’ll love this template
- Create a clear visual roadmap with simple drag-and-drop functionality
- Add, move, or remove tasks easily as your plans evolve
- Assign owners and deadlines to make accountability part of the workflow
- Keep your roadmap aligned with real-time project progress and feedback
- Share updates with stakeholders in a format thatโs easy to follow and adjust
โจ Ideal for: Product managers, project planners, and leadership teams aligning on strategic roadmaps.
๐ Also Read: How to Implement Visual Project Management Techniquesย
6. ClickUp Kanban for Software Development
Software projects are notorious for their unpredictable nature. There is some truth to the jokes about developers receiving impromptu additions to the scope.
The ClickUp Kanban for Software Development Template helps teams visualize and manage their workflow by representing tasks as cards that move through each stage of development. It offers customizable Kanban boards, lets you set work-in-progress (WIP) limits, and includes dashboards to track cycle time.
โก๏ธ Why you’ll love this template
- Visualize each stage of the development process with customizable Kanban boards
- Set work-in-progress limits to avoid bottlenecks and overloading your team
- Streamline intake requests and keep everything organized in one workflow
- Track cycle times and monitor team performance with real-time dashboards
- Adjust priorities and manage development tasks with clear ownership and progress tracking
โจ Ideal for: Development teams, QA testers, and software product managers tracking feature requests and bugs.
๐ Fun Fact: Flowcharts were born from the steel industry. In 1921, industrial engineers Frank and Lillian Gilbreth introduced flowcharts to map factory processes.
7. ClickUp Agile Sprint Planning Template
Without a solid plan, even the best teams can lose focus. But not with the ClickUp Agile Sprint Planning Template. This template helps you map out every sprint with clarity, track dependencies, and keep everyone aligned.
โก๏ธ Why you’ll love this template
- Plan sprints with customizable boards that adapt to any project size
- Visualize tasks, dependencies, and deadlines in an easy-to-follow timeline view
- Track sprint progress from start to finish with clear status updates
- Align stakeholders on goals, timelines, and resource allocation in one shared space
- Quickly adjust plans and priorities based on feedback or shifting needs
โจ Ideal for: Scrum teams, Agile project managers, and dev teams running iterative sprint cycles.
8. ClickUp Design Board Template
The ClickUp Design Board Template makes it easier to organize concepts, share visuals, and collaborate with your team or clients without the usual back-and-forth. You can track every stage of your project with custom statuses, fields, and timelines tailored specifically for design work.
The template also makes it easy to gather feedback, manage revisions, and keep all creative assets organized in one place for seamless teamwork.
โก๏ธ Why you’ll love this template
- Collect design elements, drafts, and feedback in a single, organized board
- Visualize creative ideas with images, videos, and notes all in one space
- Create collaborative workspaces where your team can contribute and share updates
- Share boards with clients or stakeholders for quick reviews and approvals
- Customize workflows to match your projectโs creative process
โจ Ideal for: Design teams, creative agencies, and cross-functional teams managing design assets and feedback.
๐ก Pro Tip: For teams that want to push productivity even further, ClickUp Brain MAX offers advanced features like:ย
- Instantly search ClickUp, Google Drive, OneDrive, SharePoint, and all your connected apps to locate files, documents, and attachments without leaving your workflowโno more toggling between tabs to find what you need
- Use Talk to Text to update task statuses, create new board items, or assign work to team members by voiceโhands-free while you’re in meetings or reviewing project updates
- Access multiple AI models like ChatGPT, Claude, and Gemini within a single, contextual workspace that understands your board structure, team workflows, and project history

Try ClickUp Brain MAXโthe AI that knows your projects inside out. Ditch the AI tool sprawl. Use your voice to generate board automations, populate templates with real project data, and get instant answers about project status.
9. ClickUp Getting Things Done Template
Endless to-do lists at work make it feel like youโre working hard but rarely moving forward. The Getting Things Done (GTD) Template by ClickUp, inspired by David Allenโs method, helps you capture, organize, and manage tasks in a way that clears mental clutter.
โก๏ธ Why you’ll love this template
- Collect tasks, ideas, and action items in one organized board
- Sort tasks by priority, context, or project with customizable views
- Break big projects into smaller, manageable next steps
- Review and update tasks regularly to stay on top of commitments
- Use clear categories like Next Actions, Waiting On, and Someday to keep your workflow moving
โจ Ideal for: Individuals and teams practicing GTD methods for task capture, prioritization, and execution.
10. ClickUp Customer Onboarding Template
There might be a lot of talk about AI stealing your jobs, but when it comes to customer onboarding, the human element still matters most. 68% percent of businesses say personalization is very important, and 64% percent call improving customer experience their top priority.
That all starts with a smooth, thoughtful onboarding process: one that makes customers feel valued right from the beginning. This Customer Onboarding Template helps you do just that.
โก๏ธ Why you’ll love this template
- Guide new customers through onboarding with a clear, step-by-step process
- Track tasks, timelines, and milestones in one shared workspace
- Align your customer success, sales, and support teams on the same plan
- Automate follow-ups, updates, and reminders to avoid missed steps
- Customize the onboarding experience to meet each customerโs needs without losing consistency
โจ Ideal for: Sales, success, and client services teams streamlining new customer onboarding processes for users.
๐ Also Read: How to Use Kanban Cards (Examples + Templates)
11. ClickUp Hiring Selection Matrix Template
Finding the right people for your team is never just about resumes. What truly matters is that every candidate gets a fair evaluation based on what truly matters for the role. To assist you in this, the ClickUp Hiring Selection Matrix Template helps you bring structure to your hiring process.
โก๏ธ Why you’ll love this template
- Organize and track all job applications in a single, structured board
- Evaluate candidates using clear criteria like skills, experience, and qualifications
- Compare applicants side by side for more objective decision-making
- Streamline the hiring process with customizable views and status tracking
- Share feedback with your hiring team in real time to keep everyone aligned
โจ Ideal for: HR teams, recruiters, and hiring managers evaluating candidates against structured criteria.
๐ Fun Fact: Post-it notes became accidental workflow tools. Originally a failed adhesive experiment, Post-its found their purpose when people started using them to organize ideas on walls.
12. ClickUp Project Retrospective Template
Finishing a project is a milestone, but taking time to reflect on how it went is what really helps teams grow. The ClickUp Project Retrospective Template gives you a simple way to look back and learn from both wins and setbacks.
โก๏ธ Why you’ll love this template
- Capture what worked well and where things could have gone better
- Identify areas for improvement and set clear action steps for future projects
- Evaluate team performance against goals in an open, structured way
- Encourage honest feedback and strengthen collaboration through shared reflections
- Document lessons learned and best practices to carry forward with your team
โจ Ideal for: Project teams, Scrum masters, and team leads conducting retrospectives or post-mortems.
13. ClickUp IT Support Template
When IT requests start piling up, it can quickly affect both your team and your customers. Here, the IT Support Template by ClickUp gives your support team a simple, organized way to manage requests and resolve issues faster.
โก๏ธ Why you’ll love this template
- Organize support tickets and track their status in one centralized board
- Assign tasks and collaborate with teammates to resolve issues efficiently
- Monitor progress, deadlines, and customer updates with clear visibility
- Automate routine updates and reminders to avoid missing critical requests
- Keep a searchable record of past tickets, resolutions, and feedback for future reference
โจ Ideal for: IT helpdesk teams, internal support departments, and customer support managers tracking IT tickets.
๐ Also Read: How to Make an Agile Scrum Board for Project Managementย
14. ClickUp Business Expense Report Template
If you think business expenses hurt, you should try to make sense of scattered receipts. The ClickUp Business Expense Report Template helps you bring order to your financial tracking. You can easily log, categorize, and monitor all your business expenses in one organized workspace.
This template streamlines approvals and reporting, making financial management simpler and transparent.
โก๏ธ Why you’ll love this template
- Create, update, and track expense reports in one shared workspace
- Visualize spending trends and identify areas for cost savings
- Monitor budgets, track reimbursements, and manage approvals with ease
- Keep financial records organized for audits, reporting, or forecasting
- Collaborate with finance teams or managers in real time on expense tracking
โจ Ideal for: Finance teams, department heads, and project managers monitoring budgets and expenses.
15. ClickUp Blog Editorial Calendar Template
A content creator has two full-time jobs: creating content and organizing it. The latter shouldn’t be part of the JD. Which is why the ClickUp Blog Editorial Calendar Template gives you a simple way to map out your ideas and track deadlines.
โก๏ธ Why you’ll love this template
- Plan and organize all blog content in one clear, customizable board
- Set deadlines, assign tasks, and track progress from draft to publication
- Collaborate with writers, editors, and contributors in real time
- Identify content gaps and plan ahead for timely, consistent publishing
- Monitor post status, approvals, and feedback in a shared editorial workflow
โจ Ideal for: Content teams, marketing managers, and bloggers planning editorial workflows and deadlines.
Level Up Your Mondays With ClickUp’s Free Templates
Managing projects is hard enough without wasting hours setting up the same boards. Instead of putting yourself through that, why not switch to ready-made templates?
Monday.com board templates give you a good starting point when you want to simplify setup and get moving quickly.
However, if youโre looking for more flexibility and creative control, ClickUpโs templates offer that little extra that your team will appreciate.
From project planning and sprint boards to onboarding workflows and editorial calendars, ClickUp gives you ready-to-use templates that actually grow with your team. Ready to simplify your processes and save time?
โ Sign up on ClickUp now!


















