Free Smartsheet Project Templates for Teams, PMOs & Freelancers

Every project starts with specific goals, motivated teams, and clear deadlines. But somewhere between kickoff and delivery, things often go sideways. Tasks pile up, priorities shift, and communication gaps widen.

Smartsheet project management templates are built to address these gaps. They bring structure, clarity, and sanity to your workflow.

So, instead of reinventing the wheel each time, check out these top project templates that are already designed to help you succeed.

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What Are Smartsheet Project Management Templates?

Here’s what a good Smartsheet project template includes:

• Task tracking: Monitor progress with checklists, status columns, and assigned responsibilities
• Gantt charts: Visualize project timelines and dependencies to manage schedules effectively
• Automation tools: Set up alerts, reminders, and workflows to reduce manual updates
• Collaboration features: Share sheets, comment in real time, and assign tasks to team members
• Customizable layouts: Adapt templates to fit specific project needs, industries, or workflows
• Dashboards and reporting: Summarize project data visually for better decision-making and updates
• Resource management: Allocate and track workload to balance team capacity efficiently

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Top Smartsheet and ClickUp Project Management Templates at a Glance

Here’s a summary table for the “Smartsheet Project Management Templates” blog, including both Smartsheet and ClickUp alternatives. This follows your SOP for clarity, consistency, and SEO/AI best practices.

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What Makes a Good Smartsheet Project Management Template?

As powerful project management tools, Smartsheet’s templates make project execution streamlined and more transparent. Here’s what to look for:

• Project alignment: Choose a template built for your specific use case. A sprint retrospective template may not be ideal for project planning and kickoff. Similarly, you may need different templates for a project charter vs. a process flow diagram. Aligning the right template to the right kind of use case reduces edits and ensures smooth planning
• Workflow support: Pick a template that aligns with existing team processes. A customized template minimizes confusion and improves adoption
• Essential fields: Look for key sections like tasks, deadlines, project status, and more, so you don’t have to add in the basics. This also helps avoid clutter and keeps focus sharp
• Customization: Consider a template that lets you adjust fields, titles, descriptions, and categories. This keeps the template flexible for different needs
• Clear layout: Pick templates designed to be intuitive and user-friendly to navigate. The goal is to reduce project management complexity, not spend most of your time figuring out the template

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The Best Smartsheet Project Management Templates to Use

Smartsheet project management templates are useful for most project management components, including tracking tasks, managing timelines, and keeping stakeholders updated. They give you a head start, so you spend less time formatting information and more time using it to get things done.

Here are the Smartsheet project templates we recommend you explore:

1. Smartsheet Project with Resource Management Template

The Project with Resource Management template by Smartsheet helps teams balance workloads, allocate resources wisely, and support smart decision-making.

You can easily track who’s available and what they’re working on to improve productivity. This will simplify resource planning while covering every task without overwhelming your team.

Here’s why you’ll like it:

• View the resource allocation percentage and task completion percentage to monitor workload and progress at a glance
• List details like assignee, predecessors, and task duration in days to ensure proper scheduling
• Add a brief description and comments to each unit of work to improve communication and visibility

2. Project Tracking and Rollup Template Set

The Project Tracking and Rollup Template Set by Smartsheet provides a quick and efficient way to track projects and keep them running smoothly.

The template helps you plan, schedule, and assign tasks based on project phases. With the project rollup dashboard, track key details like completion, start date, end date, and project overview in one place.

Here’s why you’ll like it:

• Visualize a detailed project plan for each phase
• Create individual docs for at-risk initiatives, project milestones, and project rollup tasks
• Fill in details like assignee, deadlines, and completion status along with each task for easy tracking

3. Project Management Plan Dashboard Template

The Project Management Plan Dashboard Template by Smartsheet offers a streamlined way to track and visualize key project metrics.

It also includes a dynamic task list that automatically updates your project Gantt chart in Smartsheet as tasks progress. A built-in dashboard widget summarizes task status, project spending, and pending items. This helps project managers, stakeholders, and teams stay aligned.

Here’s why you’ll like it:

• Create a timeline for all the project-related tasks
• Track task priority and completion rates for simple planning
• List the planned budget and actual spend to discover optimization scope

4. Team Project Task Board Template

Smartsheet’s Team Project Task Board Template helps you view and track projects across your team in a simplified Kanban-style layout. The structured columns make it easy to track progress percentages, help identify gaps in resource allocation, and balance workload accordingly.

Here’s why you’ll like it:

• See which tasks are in progress, completed, and on track
• Filter the view by task status, assignee, department, objective, and requester
• Add formulas to automate calculations for resource planning and workload balancing 

5. Simple Agile Project Template

Want to track project hierarchy by dates, duration, and status? The Simple Agile Project template by Smartsheet helps you do exactly that.

It lets you set dependencies, visualize the project timeline, and report progress to ensure that the project runs smoothly. With a structured approach, the template helps you analyze and optimize project details at a granular level.

Here’s why you’ll like it:

• Set priorities to simplify planning and see if the task is at risk of being delayed or left incomplete
• Add a brief description for tasks to ensure clarity for everyone involved
• Monitor task allocation percentages to plan capacity better

6. Project with Hard Deadline and Gantt Template

A project that stays on time has a lower chance of losing money and wasting resources. The Project with Hard Deadline and Gantt Template by Smartsheet helps you plan and manage your team schedule to achieve just that.

It also lets you set buffer times and lead times for the tasks, so you can account for deviations along the way and still complete them on time. As dependencies are introduced and updated, the delivery dates and deadlines change automatically, allowing precise planning. 

Here’s why you’ll like it:

• Add files and attachments for every task in one place for future reference
• Host conversations for every task individually, with built-in messaging
• Schedule tasks and manage dependencies better with the established Gantt timeline

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Smartsheet Project Management Limitations

While Smartsheet is popular for its spreadsheet-style interface, it does have some limitations:

• Steep learning curve: The interface is not very intuitive for new users or non-technical teams. This can often make the project management process unproductive
• Pricey add-ons: Extra fees are charged for editing, integrations, training, and support, making it expensive
• Restricted automation: Custom workflows can be inflexible. Lack of responsive automation increases manual work and inaccuracy
• Software limits: The software is limited to a maximum of 20,000 rows, 400 columns, and 500,000 cells per sheet. This makes it unsuitable for large projects with heavy data sets
• Performance issues: When sheets near the size limit or you access advanced features, the app starts to load really slowly, affecting efficiency

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Alternative Smartsheet Templates

Smartsheet templates do make a project manager’s life easier to some extent, but they do not meet specific requirements for large-scale projects. 

So, how do you overcome these limitations?

Here are some of the best Smartsheet alternative templates to try:

1. ClickUp Project Management Template

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The ClickUp Project Management Template makes project management seamless from inception to completion.

The template helps you identify goals, plan action items and timelines, monitor success, and manage budget—all in one place. Plus, built-in ClickUp Views, including Gantt View and Calendar View, help track scheduled and overdue tasks at a glance.

Besides, ClickUp’s Project Management Software lends advanced capabilities like automations, reminders, custom alerts, and notifications to help your team focus and adapt to any project.  

Here’s why you’ll like it:

• Add tags and dependencies to define relationships among tasks
• Include Custom Fields to add details such as OKRs, success metrics, department, and more to your tasks
• Create ClickUp Forms to collect project data, ClickUp Docs to write and store project documentation, and group tasks in the List View to organize the project better

2. ClickUp Project Work Plan Template

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Is planning every minute project detail before kickoff leaving you stressed? The ClickUp Project Work Plan Template makes the process seamless.

The template provides a structured framework for categorizing activities by stage, including planning, design, development, QA, and deployment. The best part? It creates a timeline for each stage and shows all tasks in a calendar view to help you stay on track.

Here’s why you’ll like it:

• Indicate the efforts required to make progress for every phase of the project
• Create and assign tasks to team members using the simple, built-in Task Submission Form
• Use Custom Fields such as Schedule, Effort, Actual Duration Days, Actual Start Date, and Duration Days, to easily visualize project timelines and avoid delays

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3. ClickUp Work Breakdown Structure Template

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Completing a project won’t be challenging anymore, thanks to the ClickUp Work Breakdown Structure Template. It helps you break down bigger projects into manageable tasks and subtasks that can be completed in a logical sequence. You can even draft handy ClickUp Checklists that give you a dopamine rush every time you check a task off. 

Here’s why you’ll like it:

• Assign a unique WBS number to every task and include a detailed comment for clarity
• Organize tasks by priority using a status board to keep the team focused 
• List required resources, task hierarchy, and workflows for each task for easy reference

4. ClickUp Project Schedule Template

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The ClickUp Project Schedule Template is a simple tool to track the status of each task that makes up your project, from ‘In Progress’ to ‘Completed’. It also has a dedicated view to flag issues and risks that might derail your project timeline and delivery.

This template is perfect when you need an organized framework to keep the project lead and contributors accountable for their respective goals. The ability to add comments for each task simplifies tracking and referencing context for decision-making.

Here’s why you’ll like it:

• Categorize projects by phases and mark dependencies clearly to ensure tasks are completed in the planned sequence
• Set conditional ClickUp Automations to effortlessly move tasks through various stages as the conditions are met
• Assign risk and issue levels based on their severity

5. ClickUp Project Charter Template

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Create a complete outline and record the scope of your project with the ClickUp Project Charter Template. It provides a clear structure for defining and simplifying team communication during the project.

You can track who the key stakeholders and project team members are, as well as what the deliverables, constraints, and success metrics look like. The result? A comprehensive charter that keeps everyone aligned from start to finish.

Need to brainstorm on specific parts or get a section reviewed before finalizing? Tag teammates or Assign Comments directly in the project charter Doc to speed it up. 

Here’s why you’ll like it:

• Set SMART Goals in ClickUp and assign cascading tasks to specific team members
• Document project risks in a neat table that lets you clearly see the impact of each risk and how to manage it
• Track progress using Custom Fields, tags, and automations tailored to your workflow

6. ClickUp High-Level Project Management Plan Template

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Want to create a high-level overview of your entire project—from goals and expectations to resources and timelines?

The ClickUp High-Level Project Management Plan Template provides the right framework for this. It offers a clear structure for listing and categorizing deliverables by function, such as design or finance. Plus, you can mark the current stage of each deliverable for improved tracking.

Here’s why you’ll like it:

• Create custom views for each project category to simplify planning and tracking
• Display task completion percentages at a glance to monitor progress in real time
• Add detailed checklists and resources to each task for smoother execution

7. ClickUp Project Management Timeline Template

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Missed deadlines are a thing of the past with the ClickUp Project Management Timeline Template. The whiteboard layout makes planning and visualizing every stage of your project seamless.

Outline steps, add sticky notes and shapes for extra context, and keep all details in one place. You can switch up the timeline and move tasks around with the simple drag-and-drop capability. Maintain a smooth workflow with priority labels, tags, and comments. 

Here’s why you’ll like it:

• Create task cards with detailed information based on each project step
• Schedule Recurring Tasks in ClickUp to review and adjust project deadlines regularly
• Color-code your timeline based on project stages and planned steps for easy navigation

8. ClickUp Project Management Portfolio Template

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The ClickUp Project Management Portfolio Template simplifies the complexity of managing multiple projects simultaneously.

It features lists for monitoring project health and details your PMO roadmap. It also helps you track each activity by its completion status, simplifying and consolidating planning across various initiatives. 

The best part? Built-in AI simplifies prioritizing tasks, setting deadlines, and estimating the time individual tasks will take.

Here’s why you’ll like it:

• Monitor project health with Custom Fields that indicate budgets, success metrics, and more
• Check team workload and unassigned tasks to balance responsibilities across your project portfolio
• Monitor performance by project, department, and stage using customizable ClickUp Dashboards

9. ClickUp Project Tracker Template

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No more juggling multiple projects, tasks, and tight deadlines scattered across tools—the ClickUp Project Tracker Template organizes it all together. It features pre-made Custom Fields that you can edit or keep based on your project needs.

Plus, you can create folders with subtasks and checklists to break down each task clearly. It also helps to keep your team on track with custom project management automations that reduce manual work and boost productivity.

Here’s why you’ll like it:

• View tasks categorized by project stages for easy tracking and planning
• Track time automatically or log it manually via ClickUp’s built-in Project Time Tracking
• Mark the RAG status for each task to highlight progress and risk levels

10. ClickUp Agile Sprint Planning Template

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Want to organize work, monitor progress, and track resources effortlessly across sprints? Try the ClickUp Agile Sprint Planning Template. Set clear sprint goals, outline the steps to achieve them, and break everything down into manageable tasks.

You get custom views like the Sprint Backlog view to track and prioritize work items, the Development Status view to visualize task progress across a Kanban board, and the Calendar View to keep an eye on deadlines and stay on schedule. The best part? The template’s intuitive work dashboards provide real-time progress updates to keep everyone aligned.

Here’s why you’ll like it:

• Manage and organize your sprint backlog, plus track actual progress on them in one place
• View team workload to allocate tasks without overburdening or under-utilizing resources
• Add Formula Fields that automatically calculate hours utilized and remaining hours for every sprint

11. ClickUp To-Do List Template

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Many project managers are fans of to-do lists, and for good reason. They reduce mental clutter by getting tasks out of one’s head and onto paper (or an app), which boosts productivity and lowers stress.

The ClickUp To-Do List Template allows you to simplify task management by creating your own to-do lists. With easy-to-edit checklists and status trackers, the neat format keeps you steadily on the road toward seamless project execution.

Use it to focus on project priorities without missing a step. Whether you’re managing a personal goal or collaborating on a team project, this template helps you plan, organize, and stay on track—all in one place.

Here’s why you’ll like it:

• Convert checklist items into actionable ClickUp Tasks that you can assign and track progress for
• Link tasks or Docs to create clear relationships and easy references
• Import project details from other tools to get started quickly

12. ClickUp Issue Tracker Template

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Worried about bugs disrupting your project workflow? Try the ClickUp Issue Tracker Template to log the impediments.

The List View keeps every issue visible and easy to manage. Brief descriptions offer quick context at a glance, and the Gantt View highlights deadlines and dependencies to support timely resolutions. Key details such as department, resolution status, and risk category help you stay ahead of bottlenecks.

Here’s why you’ll like it:

• Add checklists to each issue to streamline the resolution process
• Define dependencies for every issue to simplify tracking and planning, and outline its impact on the project
• Create an issue log form customized to your project requirements

13. ClickUp Resource Allocation Template

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Tired of wondering where your team’s bandwidth or budget is going? ClickUp’s Resource Allocation Template gives you total clarity, letting you track real-time resource usage and assign tasks precisely where they’re needed most.

The Workload View offers visibility into team schedules, with flexible time spans, filters, and workload settings. It lets you quickly spot over- or under-utilization and reassign work where it belongs.

You can also use configurable Custom Task Statuses in ClickUp (like “In Progress”, “To Do”, “Client Review”, etc.) to standardize your workflow and make every stage of your process transparent. Plus, adding Custom Fields that capture key project details—like budget, deliverable type, and project stage—ensures complete alignment across teams.

Here’s why you’ll like it:

• Create a streamlined delivery process with stages like To Do, Preparation, Ideation, Execution, and Delivery
• Add reference notes to each task to provide context and enhance clarity
• Categorize projects by type and client for better management and tracking

14. ClickUp Time Management Schedule Template

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Juggling multiple projects is effortless with the ClickUp Time Management Schedule Template.

The template lets you log activities for each project with specific time estimates, activity type, start date, and due date. The Workload View displays daily time estimates for each task. Click on any time block to expand and view task-specific details.

Here’s why you’ll like it:

• List daily tasks for each project to plan the entire week efficiently
• Use the built-in time tracker to monitor hours spent and improve time management
• Set the priority status for each task to help your team focus on what’s most urgent

Here’s what Alfred Titus, Administrative Support Manager at Brighten A Soul Foundation, has to say about using ClickUp for project management:

15. ClickUp SMART Goals Template

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With the ClickUp SMART Goals Template, you can define clear, specific goals and visualize them using images and color coding for smooth navigation.

Easily outline the who, what, when, where, and why behind each goal. The best part? The Board View shows goal status—on track, off track, in progress, completed, or to-do—making it easy to monitor performance.

Here’s why you’ll like it:

• Customize the SMART goal worksheet and define your own objectives to match specific project needs
• Track task-level details and see how they fit into overarching initiatives under the Company Goals tab
• Rate each task’s effort from 1 to 10 and group them accordingly

16. ClickUp Project Management Dashboard Template

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Turn messy project workflows into seamless and clear project tracking with the ClickUp Project Management Dashboard Template. This template gives your entire team a shared visual hub for communicating and swiftly resolving problems.

Use rich Custom Fields such as Planned Cost, Issue Level, Actual Cost, Project Phase, and Remaining Budget to monitor finances, risks, and project stages in detail. Paired with Custom Statuses like To Do, In Progress, On Hold, and Completed, they help you standardize task flow and surface bottlenecks instantly.

Here’s why you’ll like it:

• Send out reminders and updates to the team via email so tasks don’t slip through the cracks
• Visualize deadlines at a glance and plan timelines with ease using the Calendar View
• Use views like Team Performance and Capacity Planning, alongside workload insights, to catch resource crunches, overscheduled team members, and blocked tasks before they escalate

17. ClickUp Task Management Template

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Looking for a template that helps your team find the best working framework? Try the ClickUp Task Management Template.

Organize your tasks into intuitive segments—so your team stays focused on what’s action-ready, keeps innovative ideas in sight, and knows what’s still in planning. 

At a glance, see who’s assigned to each task, when tasks are due, and how long they might take. You can also add Custom Fields for budgets, URLs, file attachments, or any other detail critical to your project.

Here’s why you’ll like it:

• Create individual task lists for backlogs, action items, ideas, and other key project aspects—organized by priority and department
• Add granular details to task cards for quick reference and better clarity
• Schedule tasks easily using drag-and-drop functionality in the Calendar View

18. ClickUp Communication Plan Template

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Use the ClickUp Communication Plan Template to streamline project communication and keep efforts aligned in the same direction. It helps you plan, monitor, and manage messages and communication processes based on your project goals.

The template also helps you evaluate team communication effectiveness and identify areas for improvement, making your strategy more focused and results-driven.

Here’s why you’ll like it:

• Conduct PEST, SWOT, and competitor analysis to support strategic planning
• Create a stakeholder list and assign clear roles and responsibilities
• Turn communication goals into actionable tasks for streamlined execution

19. ClickUp Project Status Report Template

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The ClickUp Project Status Report Template streamlines monitoring project progress. It lets you categorize project reports by department, stage, and status for customized insights.

It also helps you define project schedules and scopes. Its color-coded linear timeline provides a visual overview, making it easy to spot any overdue items at a glance. With a structured view of every detail, it keeps your project status reports organized and easy to manage.

Here’s why you’ll like it:

• Track budgets to identify if the project is over, at risk, or under budget
• Set automations to share tracking reports with stakeholders for real-time updates
• Add the department and team lead alongside each task to maintain clear accountability

20. ClickUp Project Management Requirements Template

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Start your projects on a foundation built for clarity and alignment with ClickUp’s Project Management Requirements Template, which is perfect for both beginners and seasoned PMs. This ready-to-go List-style template streamlines how teams define and document project requirements, helping everyone—from stakeholders to contributors—stay on the same page.

Its checklists and subtasks guide project execution. Powerful Custom Fields—Approval Stage, Deliverable, Classification, Completion, and Approver—provide essential context and streamline task navigation. 

Here’s why you’ll like it:

• Capture and clarify what your project sets out to achieve, what you’ll deliver, and by when, all in one organized space
• Move requirements through easy-to-use statuses like To Do, In Progress, On Hold, and Complete, so progress is always transparent
• Calculate totals for budget, completion rate, and other quantitative metrics automatically with Formula Fields

21. ClickUp Project Management Spreadsheet Template

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Whether you manage a large team or a small one, keeping projects organized can be a significant challenge. The ClickUp Project Management Spreadsheet Template solves this with a clear, structured layout.

It arranges all deliverables, along with their status, project phase, and approval stage, in one place for easy reference. Plus, the dedicated approval process tab indicates which deliverables require attention and which have cleared the approval funnel.

Here’s why you’ll like it:

• View the issue level for each deliverable and note down the resolution for reference
• Define dependencies between deliverables using relationships like ‘waiting on’ and ‘blocking’
• Enable automatic time tracking, assign team members, and add comments for seamless collaboration

22. ClickUp Budget Project Management Template

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Keep your projects financially on track with clarity and precision using ClickUp’s Budgeted Project Management Template. Designed for project managers and finance teams managing cost-sensitive initiatives, this template streamlines budgeting, task sequencing, and real-time cost tracking.

Here’s why you’ll like it:

• Track the allocated budget, actual cost, and remaining budget for your project
• Add detailed notes to include references, context, or comments for financial oversight
• Choose from five distinct views: Getting Started Guide, Budget Overview, Project Schedule, Project Phases, and Activity Status to access the right insights, right when you need them

23. ClickUp Project Management Playbook Template

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The ClickUp Project Management Playbook Template offers a clear roadmap for successful project execution.

It helps you define processes, set goals, and outline performance KPIs for every stage. The dashboard view provides an overview of the resources, documents, assignees, and timelines.

Plus, the summary tab highlights each project phase at a glance. This makes it easier to track progress, so your team can stay aligned throughout.

Here’s why you’ll like it:

• Create separate documents for each project phase to maintain a detailed structure
• Turn each phase into actionable tasks and track them using the List View
• Analyze the project timeline and make real-time adjustments to stay on track

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Streamline Project Planning and Management with ClickUp

Smartsheet project templates offer a centralized space to organize tasks, resources, and goals. However, as team size grows, limitations around scalability, automation, and performance begin to slow things down.

That’s where ClickUp steps in. As the everything app for work, it simplifies project management with powerful collaboration, tracking, and analysis tools, along with a wide range of ready-to-use templates.

Tired of chasing deadlines and scattered files? Sign up for ClickUp and take control of your team’s goals, timelines, and outcomes.

Everything you need to stay organized and get work done.

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