Free Monday.com Resource Management Templates to Plan and Track Team Workloads

On Monday morning, your team swears this week is under control.

By Wednesday, design is juggling last-minute requests, development is blocked waiting for copy, and someone suddenly remembers a “quick task” that’s actually a full-day job.

Everyone’s busy, but it’s not clear if they’re busy with the right things—and your monday.com boards aren’t telling the full story. This is where simple, structured resource management helps.

Instead of guessing who can take on what, you can use free monday.com resource management templates to see workloads, capacity, and priorities in one place.

The right template makes it easier to shift timelines, reassign work before people burn out, and protect deep-focus time—without rebuilding your system from scratch every time the plan changes. And don’t forget to hang on tight till the end. We’ll also share some exciting ClickUp templates as a bonus.

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Resource Management Templates at a Glance

Let’s take a quick look are the top free Monday.com and ClickUp resource management templates:

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What Are monday.com Resource Management Templates?

These templates automate asset assignment tracking, so you can see who’s working on what to improve workload distribution.

With these templates, you can assign team members, set deadlines, and track progress in real time, ensuring resources are neither over-allocated nor underutilized. Plus, you have a clear view of task and sub-item breakdowns for detailed project oversight.

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What Makes a Good monday.com Resource Management Template for Allocating Resources?

Here’s what to look for in a Monday.com resource management template:

• Customizable views: Offers timelines, Gantt charts, Kanban boards, and resource calendar views to visualize work anyway you want
• Real-time resource tracking: Provides live updates on task assignments, progress, and workload, preventing overbooking or idle resources
• Automation features: Streamlines repetitive actions such as status updates, notifications, and deadline reminders
• Integrations with third-party tools: Connects with external platforms like Microsoft Teams, Google Drive, Zoom, and Salesforce to centralize work
• Reporting and analytics: Offers dashboards and reports to monitor resource utilization, project progress, and team efficiency for data-driven decisions
• Task prioritization and dependencies: Allowing teams to assign priorities, track dependencies, and visualize bottlenecks for better resource scheduling

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monday.com Resource Management Templates

Here are the top free monday.com resource management templates to help you plan, track, and optimize your team’s workload effortlessly.

1. Monday Resource Management Template

This resource management template gives you full visibility over your team’s assets to allow efficient resource allocation. Additionally, labels and status indicators let you grab key info at a glance. You can invite team members to share on the board. This helps reduce micromanaging and frees up leadership to focus on strategy.

🌟 Here’s why you’ll like it:

• Use Map View to see where resources are located, along with key details, like duration and the responsible owner
• Export and import data seamlessly with the Excel integration, turning spreadsheets into interactive boards
• Switch between Table, Timeline, Matrix, and Gantt views to analyze allocation from different angles

2. Monday Resource Allocation Template

Too often, managers assign tasks based on deadlines rather than actual employee capacity, leading to burnout or missed delivery. This Monday Resource Allocation Template flips the focus to workload visibility. It gives you a high-level summary of each team member’s availability, while also letting you drill down into the hours spent on individual projects.

🌟 Here’s why you’ll like it:

• See monthly aggregates for each employee, including estimated hours, actual hours worked, remaining availability, and utilization percentage
• Expand employee rows into sub-items for a detailed breakdown of the project schedule, comparing estimates with actuals
• Spot over-allocated or under-utilized team members at a glance
• Use search, filters, and ‘group by’ controls to slice data by employee, project, or department

3. Monday Team Task Management Template

Daily check-ins, long email chains, and status update meetings often slow teams down more than they help. This template cuts through the noise by giving everyone a shareable board to track what’s due this week, what’s next, and who’s responsible. With drag-and-drop simplicity, it adapts quickly as your team’s priorities shift, so progress doesn’t stall.

🌟 Here’s why you’ll like it:

• Organize work by time-based groupings like This Week and Next Week, with automatic total hour calculations
• Scan priorities at a glance with color-coded labels for urgency and task status
• Track progress against deadlines with date columns and visual alerts for overdue items
• Eliminate repetitive updates using automations that notify owners when statuses change or tasks move forward

4. Monday Budget Tracker Template

Managing resources without keeping an eye on the budget will eventually drift you off course. This budget tracker template helps you link financial planning directly to resource management, showing exactly how funds are allocated, spent, and adjusted across projects.

Attach supporting files, such as invoices or receipts, directly to expense items and use summary rows to view total budgets and spending at the group level.

🌟 Here’s why you’ll like it:

• Categorize expenses into groups like Operating and Miscellaneous for a structured financial view
• Track every line item with columns for budgeted vs. actual spend and see the difference auto-calculated in real time
• Spot overspending instantly with color-coded indicators (green for healthy, red for over-budget)
• Switch to Chart View for a quick resource breakdown structure to see where your money is going

5. Monday Construction Project Tracking Template

This construction project tracking template provides a stage-by-stage view of your build, allowing you to monitor progress, budgets, and responsibilities. It allows you to oversee purchase orders, schedules, and contractor assignments from the same board.

From RFIs to floor-level updates, the customizable Monday.com resource management template keeps both field and office teams aligned.

🌟 Here’s why you’ll like it:

• Track every phase of construction with status columns for permits, foundation, framing, and electrical work
• Use progress bars to visualize completion on project info or individual floors at a glance
• Stay on budget by comparing planned tasks with real-time updates to avoid costly overruns
• Add new floors or project items easily with the + Add button as your scope expands

6. Monday Event Management Template

Monday.com’s event management template centralizes every moving part of your event to help you plan, track, and execute with clarity. From RSVPs to campaign spend dashboards, it provides a comprehensive view while keeping details organized. 

You get a shared space where planners, vendors, and stakeholders can collaborate in real time, add updates, and instantly see how decisions impact timelines or budgets. It also serves as a record keeper, allowing you to assess past events, learn from the results, and refine processes. 

🌟 Here’s why you’ll like it:

• Collect RSVPs automatically through forms and keep your guest list updated in real time
• Use dashboards and Gantt timelines to track progress, deadlines, and budgets with confidence
• Compare planned vs. actual spend with clear budget caps and per-channel spend breakdowns
• Store invoices, receipts, and event photos right next to relevant tasks for quick reference

7. Monday Finance Requests Template

Finance teams often struggle with incoming requests, making it hard to stay on top of priorities. This Monday template centralizes all requests within a visual workspace. With customizable forms, each request comes complete with the necessary details, eliminating the need for back-and-forth communication.

Beyond intake, you can track progress, assign ownership, and monitor deadlines in real time. Visual charts and list views provide both high-level overviews and granular details, allowing you to balance workloads and prioritize tasks.

🌟 Here’s why you’ll like it:

• Visualize your team’s workload with stacked bar charts, organized by assignee and status
• Organize requests by status groups like Open, Working on it, and Done
• Set up workflow automation within the platform to free teams for impactful work 

8. Monday Project Management Plan Template

This template organizes every phase of a project into clear, actionable stages, so you can see what needs to be done, by whom, and when. Timelines, status tags, and integrated links make tracking progress intuitive and transparent. You can also connect tasks to the project management resources required.

🌟 Here’s why you’ll like it:

• Break projects into phases like Initiation, Planning/Execution, and Execution for a structured workflow
• Track task progress with clear status tags: Working on it, Done, or Stuck
• Link tasks to documents, resources, or other resource boards for quick reference
• Connect tasks with related boards, events, or meetings using built-in automations

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Monday.com Project Management Limitations

Monday.com is a robust platform for managing projects, tasks, and team workflows with customizable boards, automations, and integrations.

Even so, as projects scale or teams take on more complex work, some crucial challenges can surface:

• Basic ask linkages: Creating dependencies between tasks lacks depth, which can complicate scheduling for multi-phase projects
• Restricted advanced features: Tools like advanced reporting, time tracking, and Gantt charts require higher-tier subscriptions, which can be costly for smaller teams
• No in-app document editing: Files must be managed externally, adding steps for teams handling content-heavy projects
• Frequent notifications: Without careful setup, updates and alerts can pile up, making it hard to focus on priority items
• Limited mobile app functionality: Large boards and dashboards can feel cumbersome on smartphones or tablets, limiting on-the-go productivity
• Basic insights for complex projects: Cross-board reporting and analytics are shallow, often necessitating exports or additional apps to get a full picture

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Alternative Monday.com Templates

The sad (and daily) reality of resource management often means pinging people on Slack to ask about their bandwidth, squinting at outdated spreadsheets, and hoping you’re not about to overload someone who’s already in the weeds.

ClickUp changes the game as the world’s first Converged AI Workspace. Instead of hunting across tools to figure out who can take on what, you see everyone’s workload, availability, and project commitments in one place.

No more Work Sprawl, no more guessing, no more accidentally assigning the same person to three things at once. ClickUp’s resource management templates and dashboards give you what spreadsheets never could.

Here are some templates the workload management tool offers to streamline work with precision. 👇

1. ClickUp Resource Planning Template

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The ClickUp Resource Planning Template is built to give you comprehensive oversight of all the moving parts in your projects. You can visualize tasks and resources in one unified place, helping you see at a glance who is assigned to what, when tasks are scheduled, and how resources are being used.

The resource planning template centralizes hours, subcontractors, staff availability, and client deliverables, avoiding resource bottlenecks. This way, you can maximize project capacity while keeping teams motivated and ensuring client satisfaction.

🌟 Here’s why you’ll like it:

• Track task progress with ClickUp Custom Statuses like In Progress, Client Review, and Complete
• Add context with ClickUp Custom Fields such as Allocated Budget, Project Coordinator, and Resource Notes
• Switch between List, Gantt, and Calendar views to see projects from every angle
• Prevent burnout with the Workload View, which shows individual and team capacity in real time

🚀 Friendly Tip: Want to make resource and workload planning proactive? Try ClickUp Brain.

Its AI Project Manager analyzes your team’s availability, skills, and ongoing commitments for you so you can use AI to automate tasks. Working contextually within your workspace, it understands your tasks, documents, teams, deadlines, and generates updates, summaries, stand-ups, and progress reports.

And what do you have to do? Just prompt it in natural language! Here are some example prompts:

• Generate a project status update for Project X, covering progress over the past week, upcoming tasks, and any blockers
• Summarize all comments and tasks in Folder Y to identify delayed items and tasks without assignees
• Create a stand-up summary for the marketing team: what was done yesterday, what’s planned today, and what’s blocking progress

Optimize resource management with ClickUp Brain

2. ClickUp Resource Allocation Template

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While the previous template helps you balance workloads and timelines, the ClickUp Resource Allocation Template ensures every person is placed precisely where they create the most impact. Unlike basic capacity planning templates, this one also lets you align budgets, deliverables, and team responsibilities with client expectations in real time.

🌟 Here’s why you’ll like it:

• Track costs with Custom Fields like Total Budget, Creative Lead, and Project Stages
• Monitor project flow through color-coded stages: To Do, Ideation, Preparation, Execution, and Delivery
• Access six custom views like Team Workload, By Clients, and Delivery Process to stay on top of every angle
• Keep your board clean with Hide Closed and add work quickly using the + New Task button

3. ClickUp Resource Management People Template

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Balancing deadlines with human capacity? The ClickUp Resource Management People Template has got your back. This template allows you to see exactly who’s at max capacity, who has room to take on more, and how your entire team’s workload aligns with project deadlines.

Also, you can surface skill requirements and role-specific details so the right people are always placed in the right projects.

🌟 Here’s why you’ll like it:

• Visualize workload with daily capacity bars that show availability, balance, and over-allocation in real time
• Spot risks early with color-coded task timelines that map assignments from start to finish
• Save critical details in Custom Fields like Capacity, Project Type, Line Manager, and Deployment Approval
• Switch between five custom views, including Team Workload, Resources, and Review Status

4. ClickUp Project Resource Matrix Template

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The ClickUp Project Resource Matrix Template gives you a structured way to track every type of resource in one organized view. So it’s easier to connect the dots between resource allocation, cost tracking, and project timelines. You also have visibility into details such as daily rates, department ownership, and resource status. This way, you’re never caught off guard by availability conflicts or budget overruns.

🌟 Here’s why you’ll like it:

• Organize resources by type (Human, Equipment, Facility, Software) for a clear breakdown of availability
• Track key details with Custom Fields like Department, Quantity, Rate per Day, and Resource Type
• Keep projects on pace with color-coded Custom Statuses, such as Planned, Started, On Hold, and Complete
• Access seven custom views, including Board, Timeline, and Resource Input Form, for flexible visualization

5. ClickUp Employee Workload Template

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With the ClickUp Employee Workload Template, you can finally take control of how work gets distributed across your team. That means you can assign tasks with confidence, balance responsibilities fairly, and protect your team from burnout.

This capacity planning tool also makes it simple to set expectations. It ties individual workloads to project deadlines, making it easier to set realistic timelines and align priorities.

🌟 Here’s why you’ll like it:

• Gauge capacity instantly with individual workload bars showing hours assigned vs. available
• Flag risks early with red capacity indicators to avoid employee overload and burnout
• Organize projects using custom fields like Team, End Date, Follow-Up Date, and Tickets Closed
• Use Project Time Tracking in ClickUp, tagging, and dependency warnings to keep tasks aligned with deadlines

Here’s what Nicole Brisova, Growth Operations Manager, Walk the Room, had to say about using ClickUp:

6. ClickUp Backward Resource Planning Template

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The ClickUp Backward Planning Whiteboard Template lets you start at the finish line and work your way back to the present. Lay out your ultimate objective, then map milestones, timelines, and delegated tasks in reverse order, ensuring that nothing critical is missed. The interactive ClickUp Whiteboard helps you break down long-term projects into smaller, actionable steps.

🌟 Here’s why you’ll like it:

• Define your final objective in the Result column and anchor the plan around it
• Brainstorm action items in the Identify stage to capture everything that’s needed
• Build a reverse-chronological Timeline view divided by year for long-term planning
• Assign responsibilities with the Delegate column, making ownership crystal clear
• Switch between Backward Planning and Start Here views to navigate projects smoothly

7. ClickUp Account Planning Template

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More than just keeping records, managing customer accounts also involves driving growth. Using the ClickUp Account Planning Template, you can organize every detail of your client relationships in one place.

This template aligns your team around customer goals, tracks account health in real-time, and identifies opportunities to strengthen relationships. From onboarding new clients to monitoring revenue from your biggest accounts, you’ll always have a structured view of progress.

🌟 Here’s why you’ll like it:

• Track every client across stages like Onboarding, Active, Retention, or At Risk
• Spot high-value opportunities instantly with fields for monthly revenue and account health
• Monitor progress visually with completion bars and account-specific task counts
• Switch between Timeline, Gantt, and Accounts per Stage views to manage short-term tasks and long-term strategies

🚀 Quick Hack: Managing resources revolves around making faster decisions in the middle of shifting priorities. ClickUp Brain MAX integrates multiple industry-leading AI models like Claude, Gemini, and ChatGPT directly into your workspace, eliminating the need for unnecessary AI Sprawl.

You can also use Talk to Text to ask, dictate, and command your work by voice. So if you are on the go, you can always ask Brain MAX to analyze workloads, draft resource plans, or generate instant status updates while you’re reviewing tasks.

Here are some verbal prompts you can give MAX:

• Show me who on the design team has less than 60% workload this week and suggest tasks I can shift their way
• Forecast resource and project needs for the next sprint and flag areas where we’re short on developer capacity
• Draft a client update that explains our resource plan for the next two weeks, using task data from the Marketing board

Here’s an introduction to how it works as a resource tracking software:

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8. Pi Planning Template by ClickUp

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The ClickUp Pi Planning Template breaks work into clear sprints, aligns teams on shared objectives, and tracks dependencies, all within ClickUp Whiteboards. Using this framework, you can guide your teams through Program Increments (PIs), organize features, assign tasks to specific sprints, add time tracking functionalities, and monitor progress on a high-level program board.

🌟 Here’s why you’ll like it:

• Track dependencies with visual lines on the Program Board to prevent bottlenecks
• Assign tasks to teams using Team Boards for detailed workload management
• Identify and address risks in real time with the ROAM Board and risk categories
• Switch between Whiteboard, List, and Board views to plan, track, and adjust work

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Allocate Resources Efficiently With ClickUp

Having a solid resource management template can completely transform the way your team plans, tracks, and executes work. Monday.com offers a range of decent templates that provide a structured starting point.

However, these templates are generic and not fully connected to your unique workflows.

ClickUp takes over here. Its resource management templates are fully customizable and can be linked directly to your workflows, allowing tasks, timelines, and priorities to stay aligned with real team capacity.

Sign up to ClickUp for free today! ✅

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