Want to know how to get something done? Gotta ask the one person who remembers. 🫠
That’s tribal knowledge: all the important stuff that lives in heads, not docs. It works… until it doesn’t. People leave. People forget. Projects stall.
High-performing teams don’t leave knowledge to chance; they organize it.
With a living, shared record of decisions, workflows, and insights, everyone moves faster, stays aligned, and avoids solving the same problems twice.
Reality is often the opposite. ClickUp’s research shows that one in five professionals spends three hours or more daily searching for files, messages, or context. It’s called fragmented knowledge.
Knowledge base templates help teams turn tribal knowledge into reusable systems—where processes, FAQs, brand assets, and vendor details live in one evolving workspace.
Let’s explore the best Notion knowledge base templates your teams can use to centralize context.
- Top 10 Knowledge Base Templates
- What Makes a Good Notion Knowledge Base Template?
- Free Notion Knowledge Base Templates
- Notion Limitations
- Alternative Notion Templates
- 1. ClickUp Knowledge Base Template
- 2. ClickUp HR Knowledge Base Template
- 3. ClickUp Wiki Template
- 4. ClickUp Landing Page Database Template
- 5. ClickUp Book Of Record Business Template
- 6. ClickUp Plan Of Record Template
- 7. ClickUp Directory Template
- 8. ClickUp Process And Procedures Template
- 9. ClickUp Company Processes Document Template
- 10. ClickUp Brand Style Guide Template
- Wrap Up Your Workflows with ClickUp
Top 10 Knowledge Base Templates
Here’s a summary table for the best Notion and ClickUp knowledge base templates:
Template Name | Download Template | Best Features | Ideal For | Visual Format |
Wiki Template (Notion) | Download this template | Callout boxes, page owners/tags, onboarding section, search bar | Teams, educators needing a clean, page-first knowledge hub | Notion Page |
Product Wiki Template (Notion) | Download this template | Research/analytics sections, cross-functional planning, team alignment | Startups, product-driven teams | Notion Page |
Basic Product Wiki Template (Notion) | Download this template | Guides/processes, interview bank, OKR board | Small teams, startups, beginner-friendly wikis | Notion Page |
Fonts Template (Notion) | Download this template | Searchable font database, download links, tagging | Designers, freelancers, educators | Notion Database |
Sales Wiki Template (Notion) | Download this template | Visual deal tracking, OKR updates, owner tags | Sales teams, startups | Notion Page, Board |
Design System Template (Notion) | Download this template | Design patterns, brand rules, multiple views | Design/branding teams | Notion Page, Gallery |
Knowledge Base Template (Notion) | Download this template | Category organization, theme options, quick revisit | Small businesses, educators, teams | Notion Page |
Q&A Page Template (Notion) | Download this template | FAQ hub, easy updates, organized answers | Startups, educators, teams with frequent questions | Notion Page |
Branding Template (Notion) | Download this template | Color palettes, design variations, shareable hub | Entrepreneurs, marketing teams | Notion Page |
Brand Guidelines Template (Notion) | Download this template | Typography rules, Figma embeds, onboarding playbook | Design/marketing teams | Notion Page |
ClickUp Knowledge Base Template | Get free template | Searchable, help center design, permission controls | HR, IT, support teams needing a central hub | ClickUp Doc, List |
ClickUp HR Knowledge Base Template | Get free template | Status tracking, custom fields, reminders, list/Gantt views | HR teams, onboarding, policy management | ClickUp List, Gantt |
ClickUp Wiki Template | Get free template | Automated updates, categories/subpages, media embeds | Teams centralizing SOPs, onboarding, policies | ClickUp Doc, List |
ClickUp Landing Page Database Template | Get free template | Content pipeline, performance fields, task assignment | Marketing teams, agencies managing landing pages | ClickUp List, Board |
ClickUp Book Of Record Business Template | Get free template | Automated reports, embedded docs, custom fields | Businesses managing ledgers, compliance, audits | ClickUp List, Board, Gantt |
ClickUp Plan Of Record Template | Get free template | Dependency mapping, decision history, dashboards | Cross-functional teams, PMs, leadership | ClickUp List, Board, Dashboard |
ClickUp Directory Template | Get free template | Employee records, role grouping, document attachments | HR, ops, searchable employee/vendor directory | ClickUp List, Doc |
ClickUp Process And Procedures Template | Get free template | Kanban, notifications, process flowchart, compliance | Ops, HR, managers needing repeatable workflows | ClickUp List, Board, Whiteboard |
ClickUp Company Processes Document Template | Get free template | Gantt timelines, process owners, onboarding library | Growing companies, scaling teams | ClickUp List, Gantt, Doc |
ClickUp Brand Style Guide Template | Get free template | Typography, color palettes, approvals, real-time collab | Marketing, design, agencies | ClickUp Doc |
What Makes a Good Notion Knowledge Base Template?
⚡ Reality Check: 73% of marketing leaders juggle 5–15 different sources just to access up-to-date information.
With no single source of truth, campaigns slow down, insights get delayed, and decisions lose accuracy. A centralized knowledge base is mission-critical for modern marketing teams.
A good Notion knowledge base template makes it easy for the user to find information and for the owner to maintain it.
When evaluating your options, look for the following features:
- Clear structure and navigation: Choose a template that has well-defined sections for guides, FAQs, policies, and resources. Prioritize the ones with simple menus, categories, or linked databases
- Searchability: Ensure the template has built-in search or tags to instantly locate the right document or SOP without wasting time
- Extensible: You don’t want to deal with the headaches of static knowledge bases, because they’re hard to manage. Choose a personal knowledge management system that allows you to add content or update existing entries easily
- Collaboration features: Pick a template that supports multiple contributors. Comments, mentions, or shared editing spaces help everyone work together without version-control confusion
- Cross-linking: The template should support internal cross-linking to other Notion pages and templates to make it easier for the reader to gain a deeper understanding of the topic
- Integration: The Notion template should be easily integrated with your tech stack, including project trackers, knowledge base software, calendars, internal company wiki software, etc., to avoid data transfer errors
- Visual clarity: Choose a clean, minimal template with headers, callout boxes, and consistent styling so that it’s easy to scan and reduce mental load
- Scalability: Ensure the template allows more categories, pages, or linked databases as your documentation grows
See how ClickUp’s Knowledge Management system pulls it all together for you. 👇🏼
Free Notion Knowledge Base Templates
To be honest, not all templates listed below are knowledge-based by default.
Some are specific to tasks, such as team wikis, sales hubs, or branding guidelines. But they can all be repurposed into a central documentation system, and we are going to show you exactly how:
1. Wiki Template
The Wiki Template by Notion is a simple page-based knowledge hub where you can break down all your company information into sections like company updates, team guidelines or policies, onboarding resources, and knowledge articles. The easy-to-read format makes it less overwhelming for teams who want simple documentation.
Why you’ll love this template:
- Highlight critical resources with callout boxes that make important information stand out
- Assign page owners and tags, so updates are tracked and content stays reliable
- Guide new members with a ready-to-use ‘Getting Started’ section for faster onboarding
- Enable quick access with a clean search bar that helps locate the right page instantly
✅ Ideal for: Teams or educators who prefer a clean, page-first approach to documentation rather than sifting through large databases
👀 Did You Know? Knowledge silos are a major productivity killer. According to Stack Overflow Teams, developers encounter knowledge silos almost twice a day, and 30% report that it impacts their productivity 10 times a week.
That’s hours lost hunting for answers instead of building. A well-maintained knowledge base or documentation system can help cut down this wasted time and keep teams moving faster.
2. Product Wiki Template
Unlike a general wiki, the Product Wiki Template helps tailor all sorts of documentation to the product lifecycle.
It covers everything from onboarding and feature launches to analytics and team planning. What makes it different is that it maps knowledge directly to stages of product development. Instead of every team working in silos or storing information in random places, everyone refers back to the same sections that align with their current focus.
Why you’ll love this template:
- Keep all your research data organized by documenting the analytics tools you use, saving customer survey results, and storing insights from user testing sessions in dedicated sections
- Plan effectively by keeping headcount details, product interview notes, and strategy documents together
- Support cross-functional teams by keeping product managers, developers, and marketers on the same page
✅ Ideal for: Startups and product-driven teams that want to manage everything from early research to launch and post-launch analysis
👀 Did You Know? A 2024 State of Product Management Survey found that 56% of large companies are consolidating product tools to combat data silos and improve visibility, while 37% already have a Product Operations (Product Ops) team in place.
A structured product wiki aligns perfectly with this trend, helping teams reduce tool sprawl, unify knowledge, and maintain transparency throughout product development from start to finish.
3. Basic Product Wiki Template
The Basic Product Wiki Template is a simplified version of the Product Wiki.
Whether you’re building an educational wiki or an internal company hub, this template tracks ongoing work with minimal complexity.
Additionally, it doubles up as a lightweight planning tool. Use this template to store your guides and best practices (like onboarding steps or process documents) along with live project tracking tools like OKRs and databases.
Why you’ll love this template:
- Document core processes like product lifecycle, feature launches, and interview notes in the ‘Guides & Processes’ section
- Build an interview question bank with tags for difficulty and skills
- Track objectives visually with an ‘OKR board’, where goals can be marked as upcoming, in progress, or complete
✅ Ideal for: Small teams or startups that want a beginner-friendly wiki that combines product documentation with lightweight planning
💡 Pro Tip: ClickUp Brain turns your personal knowledge management system into an intelligent, always-on assistant for your team. What this means for you:
- Easy updates: Quickly update or expand your wiki by asking Brain to draft new sections, process docs, or FAQs based on your team’s needs
- Instant answers: Team members can ask ClickUp Brain questions in natural language and get direct answers from your wiki, docs, and tasks
- Smart summaries: Use Brain to summarize long guides, meeting notes, or process docs into quick, actionable takeaways
- Contextual suggestions: When working on a task or project, Brain can surface relevant wiki articles, best practices, or onboarding steps automatically
4. Fonts Template
The Fonts Template is more specialized compared to the wikis. It is built as a searchable database where you can organize and filter fonts based on different properties.
If you’re a small business owner who wants to keep brand visuals consistent across every touchpoint, this template is helpful. You can store font families, weights, and usage notes in one organized view. Whether you’re designing social media posts, updating your website, or briefing a freelancer, your typography guidelines are always easy to find and follow.
The database format means your brand identity assets stay searchable, editable, and reusable. Saves you from hunting through folders for the right typeface or version.
Why you’ll love this template:
- Filter fonts by type, pricing, casing, or variations to quickly find the style you need
- Save direct download links and notes with each font, so you don’t waste time searching later
- Tag fonts with categories like ‘luxury’ or ‘elegant,’ making brand and design decisions faster
✅ Ideal for: Designers, freelancers, and educators who want quick access to an organized font catalog they can easily reference in ongoing projects
💡 Pro Tip: While templates like Fonts help you design better, don’t forget the creative fuel behind every great project, i.e, your thoughts. Digital journaling apps can complement your workflow by letting you:
- Reflect on past entries to unlock fresh ideas for future projects
- Jot down your creative thoughts, quotes, or design ideas before they fade
- See how your creative output connects with your mindset
5. Sales Wiki Template
Sales teams deal with dispersed playbooks, outdated documents, and deal data spread across tools. This slows onboarding and makes alignment harder for everyone.
The Sales Wiki Template solves these issues. Your company processes, playbooks, and onboarding guides are stored in a structured space. Ongoing deals can be tracked side by side.
As it bridges the gap between documentation and live sales tracking, your sales team can learn and act in the same workspace.
Why you’ll love this template:
- Track ongoing deals visually with a board view, giving the team an instant snapshot of what’s in the pipeline
- Update OKRs and goals alongside your processes, so the team always knows what targets they are working toward
- Keep owners and tags on each page for accountability and up-to-date information
✅ Ideal for: Sales teams and startups that need a unified space to manage both training resources and live deals
📮 ClickUp Insight: Low-performing teams are 4 times more likely to juggle 15+ tools, while high-performing teams maintain efficiency by limiting their toolkit to 9 or fewer platforms.
But how about using just one platform for all?
As the everything app for work, ClickUp brings your tasks, projects, docs, wikis, chat, and calls under a single platform, complete with AI-powered workflows. Ready to work smarter? ClickUp works for every team, makes work visible, and allows you to focus on what matters while AI handles the rest. See how.👇🏼
6. Design System Template
If your team keeps asking ‘Which logo file should I use?’ or ‘What’s the right brand color?’, the Design System Template is your fix.
Rather than keeping brand colors in one file, logos in another, and design rules hidden in a presentation, it brings them all together in a unified design space. The template also ensures that these files are downloadable directly within the template, so your teammates don’t have to request them from a designer or search through shared drives.
Why you’ll love this template:
- Document design patterns like typography, UI elements, and layouts to maintain consistency across projects
- Outline brand rules for color usage, fonts, and visual tone to make sure everyone follows the same standards
- Switch between multiple views, like list, status, or gallery, for flexible organization
✅ Ideal for: Design and branding teams that want to eliminate inconsistencies and ensure everyone is working with the same visual toolkit
📊 Stat Alert: Visual communication is becoming more central than ever. In fact, 82% of teams utilized AI tools to create visuals last year, and 77% reported that stronger visual communication enhanced overall performance.
Having a structured design system ensures that visuals stay consistent, on-brand, and easily accessible for everyone, whether they’re AI-generated or created by your design team.
7. Knowledge Base Template
One of the biggest problems with knowledge bases is clutter. There are too many notes, distributed ideas, and no clear way to revisit them later.
This Knowledge Base Template addresses this need by providing an all-in-one system that allows ideas, notes, and resources to be grouped, themed, and easily accessed when needed. The template serves as a personal knowledge management system.
On one hand, you can use it to document your personal learnings from a project, while on the other hand, you can also use it to build a resource library for your team. You can even use it to keep track of learning materials as an educator.
Why you’ll love this template:
- Organize your knowledge into categories or themes
- Revisit older entries quickly, so past insights and learnings remain useful for current work
- Customize the layout by choosing one theme (minimal, gray, blue, red, etc.) and deleting the rest
✅ Ideal for: Small businesses, educators, or teams who want a clean, flexible system for collecting, organizing, and reusing knowledge over time
⭐ Bonus: Ideas rarely appear when you’re sitting in front of a blank doc—and that’s exactly where ClickUp Brain MAX’s Voice-to-Text feature shines.
Instead of typing out notes or reminders manually, you can simply speak your thoughts, and Brain MAX will convert them into organized, searchable entries inside your workspace. Meeting takeaways, brainstorming ideas, or post-project reflections can all be captured in real-time, then automatically linked to relevant Documents or tasks.
8. Q&A Page Template
If you often find yourself answering the same questions repeatedly from your team members, clients, or students, the Q&A Page template gives you a simple way to store all those answers in one place.
It works like a self-serve FAQ hub, allowing you to quickly find solutions without needing to seek help. Over time, it also doubles as a record of previously asked questions. This helps new members onboard quickly and provides managers with insights into which areas cause the most confusion.
Why you’ll love this template:
- Update answers easily as policies, processes, or product details change
- Organize questions into a consistent format, making the page simple to scan and use
- Reduce repetitive queries by directing people to the page instead of answering the same thing over and over
✅ Ideal for: Startups, educators, or teams that get frequent questions about processes, tools, or product details and want a centralized, reusable answer bank
💡 Pro Tip: Build faster, refine smarter with AI.
Use AI to create the first draft of your knowledge base—structure, summaries, and links included. Then, let your team refine the context and tone. You’ll launch documentation in hours, not weeks, without losing accuracy or voice.
Watch this video before setting up your AI knowledge base.
9. Branding Template
The Branding Template lets you bring every element of your brand identity into one organized knowledge base. Logos, color palettes, tone of voice, and marketing guidelines all live together, making it easier to maintain consistency and share with your team.
The key difference between this and the Design System Template lies in purpose.
The Branding Template captures the essence of your brand, including its visual identity, messaging, and overall presentation. The Design System Template, by contrast, is more technical, focusing on UI components, design patterns, and reusable assets that ensure consistency in digital products.
Why you’ll love this template:
- Organize your color palettes and design variations for easy reference in campaigns
- Share the hub with designers, marketers, or collaborators, so that everyone works with the same identity kit
- Visualize your brand identity in a clear layout, making it easier to present to clients or stakeholders
✅ Ideal for: Entrepreneurs and marketing teams who want a professional brand identity hub that saves time and keeps every asset accessible and consistent
10. Brand Guidelines Template
If the Branding Template defines what your brand is, the Brand Guidelines Template explains how your brand should be applied. It acts as a detailed rulebook for keeping every design consistent.
You can use it to define the way a logo is placed, the typography used in presentations, or the color combinations in campaigns. By bringing all these standards into one accessible space, the template helps ensure your brand always looks and feels the same, no matter who’s working on it.
Why you’ll love this template:
- Set typography rules for headers, subheaders, and body text to maintain consistency
- Embed Figma files or external assets so updates sync automatically
- Clarify do’s and don’ts with brand rules that serve as a quick reference for the whole team
- Support onboarding by giving new designers and marketers a ready-to-use playbook
✅ Ideal for: Design and marketing teams that need to enforce brand standards across multiple projects
Notion Limitations
Although Notion workspaces are widely used, many users encounter friction points when scaling, collaborating, or expecting advanced features.
Below are some recurring criticisms from real users:
- Steep learning curve and confusing nested page structure make onboarding new users difficult
- Performance issues with large pages or heavy databases may cause lag, slow load times, or freezing
- Notion AI limitations, including weak database integration and poor summarization accuracy
- Risk of data loss and no robust native backup/restore mechanism
- Too many configuration options lead to fragmented setups and maintenance overhead
- Inconsistent mobile experience and limited offline capabilities in mobile apps
📣 Straight from a Notion user about its templates’ complexity:
A Reddit user notes:
Alternative Notion Templates
While Notion works well for organizing knowledge, it isn’t always the most scalable option, especially for teams that want documentation tied directly to tasks and execution.
That’s where ClickUp works beyond being a project management tool.
It is one of the best Notion alternatives that offers a wide range of templates that double as powerful knowledge bases. They help connect stored information with workflows that make documentation more actionable and easier to maintain as your team grows.
At the heart of ClickUp’s knowledge base software is ClickUp Docs. You can upload existing documents or create new ones directly inside the platform. From an operations standpoint, it’s seamless because you can:
- Create or import Docs: Build new documents directly in ClickUp or import existing files (Google Docs, Word, Notion, etc.) to centralize your knowledge base
- Turn Docs into actionable tasks: Break down documentation work into tasks, assign them to team members, and link Docs to ClickUp Tasks for seamless collaboration
- Track progress and workflow: Use task statuses (like “Draft,” “Review,” “Complete”) and time tracking to monitor writing and review progress
- Format and organize content: Use rich formatting tools—cover images, tables, bookmarks, headings, subheadings, and more—to make Docs structured, easy to read, and visually engaging
Now, let’s look at the top ClickUp knowledge base templates:
1. ClickUp Knowledge Base Template
The ClickUp Knowledge Base Template acts as a central source of truth where your teams can store, organize, and share all critical knowledge. It comes pre-structured with sections for FAQs, how-to guides, tutorials, and even community links, so you don’t start with a blank page.
That means new hires can find their onboarding steps without bugging a manager, your support team can share troubleshooting guides instantly, and marketing or project teams can store use cases in a central document.
Why you’ll love this template:
- Search through and update content quickly and skip the pain of scrolling through long docs or Slack threads
- Document recurring processes with step-by-step instructions that keep onboarding and training consistent
- Control who can edit or view the knowledge base to maintain accuracy and consistency
- Elevate the user experience by adopting a help center–style design that simplifies information retrieval
✅ Ideal for: HR, IT, and support teams who need a central hub of answers for onboarding, training, or customer support without drowning in duplicate questions
💡 Pro Tip: Don’t let critical updates slip through your mind. Pair your knowledge base template with ClickUp Reminders to stay on top of it all.
- Set reminders for updating FAQs or onboarding guides at regular intervals
- Get notified before key documents (like training or compliance docs) go outdated
- Assign reminders to teammates so everyone shares responsibility for keeping knowledge fresh
This way, you can build a robust knowledge base that stays accurate, current, and actually useful every day.
2. ClickUp HR Knowledge Base Template
If your HR team is stuck answering the same questions about leave policies, onboarding steps, or compliance updates, the ClickUp HR Knowledge Base Template helps break that cycle. Instead of relying on back-and-forth emails, it keeps all your HR related documents together so that employees can quickly find answers on their own.
But this template is more than just a storage space. With built-in status tracking, you can instantly see whether a policy is still a draft, under review, or fully approved. And ClickUp Custom Fields, such as Department, Policy Type, Effective Date, or Priority, make organizing policies effortless, so you don’t lose anything in the shuffle.
Why you’ll love this template:
- Automate reminders for policy reviews (e.g., every 6 months for leave policy)
- Break big initiatives like ‘Onboarding Guide’ into subtasks (IT setup, Compliance Training, Orientation)
- Use List View to keep documents neatly organized in super simple checklists and Gantt View for mapping deadlines
- Share a single, always-updated version so employees don’t get stuck with outdated files
✅ Ideal for: HR departments that want to cut down repetitive queries, streamline onboarding, and maintain accurate, up-to-date employee policy documentation
📮 ClickUp Insight: Work shouldn’t be a guessing game—but too often, it is. Our knowledge management survey found that employees often waste time searching through internal docs (31%), company knowledge bases (26%), or even personal notes and screenshots (17%) just to find what they need. With ClickUp’s Connected Search, every file, doc, and conversation is instantly accessible from your home page—so you can find answers in seconds, not minutes.
💫 Real Results: Teams are able to reclaim 5+ hours every week using ClickUp—that’s over 250 hours annually per person—by eliminating outdated knowledge management processes. Imagine what your team could create with an extra week of productivity every quarter!
📚 Read More: Best Knowledge Sharing Software Tools for Teams
3. ClickUp Wiki Template
Ever felt like your team’s knowledge is everywhere with Google Docs here, Slack threads there, random spreadsheets no one remembers? The ClickUp Wiki Template brings it all under one roof. It is like your team’s digital library for SOPs, onboarding guides, and policy documents; organized, searchable, and always up to date.
Also, with built-in task management features, your wiki stays connected to real work. You can link wiki pages to tasks, so the knowledge and the action live side by side. Flexible layouts let you shape the wiki to match your team’s workflow, making it a knowledge hub your team will actually use.
Why you’ll love this template:
- Automate updates with reminders and progress tracking so docs never go stale
- Structure information into categories, subpages, and resource lists for quick navigation
- Embed media, images, and docs for a richer, interconnected knowledge base
✅ Ideal for: Teams who want to keep their scattered notes and processes into a living, centralized wiki that grows with them
4. ClickUp Landing Page Database Template
The ClickUp Landing Page Database Template helps your team plan, build, and track every landing page. It shows you exactly which one of your landing pages is live, which need updates, and which are still in the pipeline.
The template also makes landing page optimization easy with performance data fields. You can log URLs, track conversion rates, and even note traffic sources for each page. This not only helps you measure what’s working but also highlights underperforming pages that need immediate attention.
Why you’ll love this template:
- Collaborate easily with embedded docs so writers, designers, and marketers can work in the same space
- Log bug-tracking notes directly inside tasks to capture issues and ensure they’re resolved before a page goes live
- Assign tasks to team members to ensure everyone knows their role in building, reviewing, or optimizing a landing page
✅ Ideal for: Marketing teams or agencies managing multiple landing pages who want consistency, faster iteration, and measurable results
💡 Pro Tip: Use ClickUp Chat to turn landing page feedback into instant action.
For example, if a designer spots a broken CTA button on a page, they can drop a message in the chat, @mention the developer, and assign the fix. Writers, marketers, and developers can then view the full context at once, reply in real-time, and mark it as resolved once the update goes live.
This way, every conversation stays tied to the landing page project, ensuring no feedback gets missed and optimizations happen faster.
5. ClickUp Book Of Record Business Template
Keeping accurate records is the backbone of smooth business operations, compliance, and decision-making.
The ClickUp Book of Record Business Template keeps your financial and business records in one easily accessible hub, so you never lose track of critical documents like sales ledgers, purchase books, or expense reports.
The real power of this template lies in ClickUp tracking features. You can assign tasks for document updates, use the ClickUp Kanban Board View to categorize by type, and visualize records in a timeline with Gantt View.
Turn your record-keeping into an active system that helps you monitor, review, and improve accuracy in real time.
Why you’ll love this template:
- Generate automated reports on income, expenses, and projections to identify financial trends quickly
- Embed supporting documents (like invoices, receipts, or contracts) directly inside each record for context
- Filter and search instantly across ledgers, books, and summaries with Custom Fields like department, category, or fiscal year
- Simplify audits and compliance by reducing manual errors and improving data accessibility
✅ Ideal for: Businesses that need a reliable and compliance-ready system for managing financial records and documentation
👉 Dive deeper: Check out ‘Best Document Management Software’ for tool ideas and comparisons.
6. ClickUp Plan Of Record Template
Every project, big or small, needs a plan of record that ties everything together, including project objectives, details, success metrics, and timelines. The ClickUp Plan of Record Template fixes this by acting as a common ground for your entire project or business initiative.
One of the major advantages of this template is team alignment. It ensures everyone in your marketing, sales, and product team is looking at the same goals, updates, and project timelines.
And because every business has unique needs, you can customize fields and sections, be it quarterly revenue targets, campaign KPIs, product launch goals, or strategic initiatives.
Why you’ll love this template:
- Map dependencies visually so you can see how one milestone impacts the next and avoid potential issues
- Log decision history alongside your objectives, making it easy to track why choices were made and who approved them
- Highlight critical metrics like budget usage, customer adoption, or release readiness with custom fields that go beyond basic KPIs
- Use ClickUp Dashboards to generate instant snapshots of progress for leadership meetings without creating separate project reports
✅ Ideal for: Cross-functional teams, project managers, and leadership groups who want to stay aligned on big-picture goals while keeping execution on track
7. ClickUp Directory Template
The ClickUp Directory Template is your company’s living, searchable database for people and records.
With it, you can record job roles, reporting lines, hire dates, and supporting documents. Rather than asking HR for details, employees and managers can simply filter by fields like Department, Employment Status, or even Lifecycle Stage (e.g., Probationary, Active, Retired) to find exactly what they need.
The template also comes with 17+ customizable fields such as Direct Superior, Photo, and Date of Birth. Enrich records with the metadata that matters most to your organization. Not only this, but it also enhances transparency and compliance. Every change is logged, providing a comprehensive history of updates for easy auditing.
Why you’ll love this template:
- Group people by role or employment status to quickly locate relevant records
- Attach supporting documents (contracts, agreements, IDs) directly to profiles
- Collaborate in real-time with internal teams or external vendors, ensuring no information gap
✅ Ideal for: HR teams, operations managers, or businesses that need a searchable directory for employees, vendors, or collaborators
8. ClickUp Process And Procedures Template
Clear processes are the backbone of efficient teams. However, in most companies, process documents are often buried in email threads, random folders, or, worse still, never properly documented. The ClickUp Process and Procedures Template helps document, manage, and refine every workflow step-by-step.
What makes this template powerful is in built-in tools. The Documentation List provides a searchable catalog of every process, complete with details like owner, department, due date, and priority. The Process Flowchart Whiteboard allows you to visualize how tasks connect across departments with a live process map.
For example, you can map out employee onboarding from HR to IT, and even turn flowchart nodes into real tasks for execution.
Why you’ll love this template:
- Track every process stage with a drag-and-drop Kanban board view
- Keep everyone accountable using automated notifications, status updates, and stakeholder tagging
- Measure performance and compliance by linking processes to clear, trackable goals
✅ Ideal for: Ops teams, HR departments, and managers who want repeatable workflows that scale without losing clarity
9. ClickUp Company Processes Document Template
Unlike the Process Documentation Template, which dives deep into SOPs, roles, and step-by-step procedures, this ClickUp Company Processes Document Template takes a broader, higher-level view. It serves as your organization’s master playbook, consolidating every department’s processes, guidelines, and recurring workflows into a single, centralized system.
Here, you’re not just capturing the nitty-gritty of how one process works; you’re mapping how entire departments operate, align with project objectives, and interact.
Within ClickUp, you can link every process doc to related tasks and dashboards for your team to act on instructions in real-time.
Why you’ll love this template:
- Get a clear timeline view of company-wide processes like product launches, compliance audits, with Gantt timelines
- Keep processes moving by marking each stage, assigning responsible owners, and letting ClickUp send automatic reminders for timely updates
- Make onboarding effortless by handing new hires a ready-to-go process library
✅ Ideal for: Growing companies and scaling teams that want to eliminate process chaos, keep knowledge evergreen, and ensure every employee works from the same trusted playbook
⚡ Template Archive: Writing down processes is one thing. Making them repeatable and scalable is a different endeavor altogether. That’s where process documentation templates come in handy. They help you:
- Turn messy workflows into easy-to-follow step-by-step guides
- Standardize procedures so tasks aren’t reinvented each time
- Assign roles and responsibilities clearly with RACI charts
- Track compliance, approvals, and completion in one structured hub
10. ClickUp Brand Style Guide Template
A brand is about creating a consistent voice, look, and feel across every touchpoint. The ClickUp Brand Style Guide Template helps you consolidate all branding rules and assets into one organized place, so your team never has to guess about fonts, colors, tone, or design elements.
This template makes building and maintaining a style guide extremely effortless. You can break down your brand identity into sections, such as mission, values, tone of voice, logo usage, and color palette guidelines.
Why you’ll love this template:
- Document rules for typography, logo usage, iconography, and accessibility standards
- Establish and share color palettes with HEX, RGB, or CMYK codes for accuracy
- Track approvals and updates with statuses, assignees, and reminders to avoid inconsistencies
- Collaborate in real time with teams, so updates instantly reflect in your brand workflows
✅ Ideal for: Marketing teams, design departments, agencies, or any business that wants to maintain a consistent brand identity across digital and print channels
Wrap Up Your Workflows with ClickUp
Notion templates work well for small projects and personal use. But as your team grows, these templates may feel limited.
ClickUp templates go a step further by connecting docs, tasks, and goals so your team can plan, track, and collaborate together. From project timelines to SOPs and style guides, there’s a template for every workflow.
So, if you’re ready to move beyond static notes, ClickUp gives you the tools and flexibility to work smarter and faster.
Sign up for ClickUp today and see how templates can power up your projects.