Need help getting a project started or short on time and in need of a quick solution? Or maybe you’re looking to create consistent processes across teams and departments?Â
That’s where ClickUp templates come in handy!
We understand that searching the vast expanse of the internet or starting from scratch can be daunting, especially when you have an endless to-do list. That’s why ClickUp has designed a diverse range of templates for every team and department in your organization to provide you with the necessary support to stay organized and efficient.Â
ClickUp aims to provide a modern solution to support all types of teams across different industries. This is why we’re continuously prioritizing creating additional resources, such as templates, to help you bring your best ideas to life, ship faster, and boost overall efficiency across your organization.
With that being said, it’s time to get your teams on board with ClickUp templates! ClickUp offers over 1,000 customizable templates for every team and covers a wide range of use cases. And because we’re all about efficiency and saving time, we’ve narrowed it down to 28 of the best ClickUp templates to help you get started and get on the fast track to accomplishing your goals. 🚀
Ready team? Let’s do it.
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Summarize this article for me please28 ClickUp Templates for Teams
ClickUp Project Management Team Templates
Project management templates can help standardize processes, increase efficiency, improve communication, manage risks, and incorporate best practices.Â
Here are four of our favorite templates for PMO teams!
1. Project Management Team Template
Project management (PMO) teams play a crucial role in ensuring that projects are completed on time, within budget, and to the required quality standards while also managing risks and stakeholder expectations.Â
Keep your projects and teams aligned and easily oversee all aspects of a project, from planning and initiation through to execution, monitoring and control, and project closure with the Project Management Team Template by ClickUp!
This template includes:
- Five pre-built views (PMO roadmap, Wiki, Request Form, and more)
- Custom statuses and Custom Fields
- Tags
- ClickApps
- AutomationÂ
Use this template to remove silos and barriers and give the structure and organized system you need to easily drive large, complex, cross-functional projects and programs from inception to completion.Â
2. Scope of Work TemplateÂ
The scope of work document is an important project management tool that helps define, plan, and execute projects effectively. It ensures that everyone involved in the project is aware of the project’s scope, objectives, and requirements, which can help reduce miscommunication and delays.Â
Gain alignment across all stakeholders and successfully kick off any client project with the Scope of Work Template by ClickUp! This template includes a ClickUp Docs page with the following key sections that define a project’s scope:
- Overview
- Background and goals
- Deliverables
- Timeline and milestones
- AdministrationÂ
- Approvals
This template effectively communicates project expectations and documents project boundaries, timelines, resources, objectives, requirements, and other key information about the project scope, all in a concise, single-page format.
3. Meeting Tracker TemplateÂ
Meetings and scheduling are crucial in project management as they ensure everyone is aligned, issues are addressed, and decisions are made collaboratively. Tracking them can become difficult without a reliable system to manage communication and meetings, especially with cross-functional teams and external communication with clients.
Stay organized—keep track of all your meetings and the important details associated with each one to keep you on top of your meeting schedules and action items with the Meeting Tracker Template by ClickUp!
This template includes:
- Four pre-built views (Board, Meetings, Calendar, and more)
It also comes with pre-set statuses to guide you through your workflow and Custom Fields to ensure important details are easily visible at a glance. Use this template to track all your meetings and work all in one place!
4. Eisenhower Matrix TemplateÂ
Eisenhower Matrix is a useful tool for project management teams to prioritize tasks, manage their time effectively, and make more informed decisions.Â
Get your priorities in order on a digital Whiteboard with the Eisenhower Matrix Template by ClickUp!
This template includes:Â
- ClickUp WhiteboardÂ
- Board view with SwimlaneÂ
- Agenda in List view
- Template Guide Doc
- And more
ClickUp’s digital Whiteboards are helpful for visual learners, providing a clear presentation of priorities. Use this template to prioritize tasks, help your team stay on track, and efficiently manage urgent and important tasks.
ClickUp Agile Team Templates
Agile teams use an iterative and incremental approach to software development, which emphasizes collaboration, flexibility, and customer satisfaction.Â
And to work fast and keep up with the pace and nature of the process, they need to take advantage of agile project management tools with templates. Templates for Agile teams ensure consistency, efficiency, quality, communication, and training while enabling continuous improvement.Â
So buckle up and keep your team on the fast track to the finish line with our top four ClickUp templates for Agile teams!Â
5. Software Teams Template
Agile templates can help software teams work more effectively and efficiently by standardizing their processes, saving time, improving quality, and enhancing communication. Get your team aligned on timelines, goals, and more with the Software Teams Template by ClickUp!Â
This advanced template includes:
- Six pre-built views (Board, List, and more)
- ClickApps
- Custom Fields
- Custom statuses
- Tags
- Template Guide Doc
- And more
This template streamlines workflow for software teams, including Product, Design, Engineering, and QA, by enabling collaboration in a single Space, and supports agile Scrum or Kanban methodologies, from product roadmap to feature delivery and bug fixing.Â
Give this comprehensive template a try to streamline your software development processes, effectively manage software development projects, and provide a clear and structured approach to requirements gathering, design, development, testing, and deployment!
6. Bug and Issue Tracking Template
Tracking bugs and issues is an essential part of the agile development process, helping teams deliver high-quality products and continuously improve processes.
Drive cross-functional collaboration, enhance project visibility, and establish protocols for prioritizing, tracking, and managing bugs and issues with the Bug and Issue Tracking Template by ClickUp!Â
This advanced template includes:Â
- Five pre-built views (Bug Submission Form, Reported Bugs List, Bug Board, and more)
- Custom Fields and custom statuses
- Automation
- Template Guide Doc
- And more
This template in ClickUp offers a powerful solution for task management, reporting, and tracking, allowing project teams to manage progress, mitigate risks, and optimize resources. It also provides a centralized hub for bug and issue resolution and encourages collaboration between departments to ensure consistent communication, timely resolution, and improved visibility into project status.
7. Kanban for Software Development Template
Kanban is a popular agile methodology and visual workflow management method where work is represented by cards that move through different stages of the software development process, from backlog to completed.Â
If you’re looking to improve your software development process, implementing the Kanban for Software Development Template by ClickUp can be a great first step! It comes with pre-built features to streamline request intake, organize tasks, bugs, and issues, easily visualize your workflow, and monitor the status of each task.
This template includes:
- Kanban BoardÂ
- Kanban Backlog
- Template guide
- Pre-set custom statuses and Custom Fields
- Automation
- And more
Establish a solid foundation and equip you to confidently handle every step of the software development process with this template, and experience the benefits of a structured approach to software development!
8. Bug Tracking Template
A software development process is prone to errors and bugs. When not addressed in a timely manner, these problems can cause delays in the development process, delay customer satisfaction, and cause customer dissatisfaction. You need a monitoring and logging system to manage these issues effectively.
Use the Bug Tracking Template by ClickUp to establish a solid foundation for logging, monitoring, and tracking bugs and issues, tracking progress, and identifying any potential roadblocks.Â
This template includes:Â
- Six pre-built views (Reported Bugs, Status Board, Bug Submission Form, and more)
- Custom Fields and custom statuses
- Template Guide Doc
Streamline your bug tracking process, and provide your development team with a consistent and reliable system for logging and monitoring bugs as they arise, while also helping to prioritize issues based on their severity and urgency.
ClickUp Product Team Templates
Product teams play a vital role in developing, launching, and maintaining products and services that meet the needs and expectations of their customers. And to effectively move projects forward and along the product development lifecycle, teams can use ClickUp for product management and bring cross-functional teams together in one centralized platform, keeping them aligned on shared goals, timelines, and more.Â
Ready to ship faster? We’ve created a list of templates for product teams and chose four of our top product templates to help you bring your product vision to life!
9. Product Roadmap Template
The Product Roadmap Template by ClickUp provides a macro-level view of the vision, direction, and commitments of features and initiatives for a product and helps teams prioritize development efforts, stay accountable, and monitor progress toward the product objectives.
This template includes:
- Seven pre-set views (Product Request Form, Quarterly Roadmap, Release Notes, and more)
- Custom Fields and custom statuses
- Tags
- Template Guide Doc
With this template, product managers can easily track and share a product roadmap, keep leadership updated on weekly execution progress, and publish release notes both internally and externally. Give this template a try and discover how it can help your product management team work more efficiently and collaboratively!
10. Product Requirements Doc TemplateÂ
A Product Requirements Document (PRD) is a comprehensive guide that outlines the key details of a product or feature, including the who, what, why, when, and how of its development. As development progresses and new information is uncovered, the PRD should be continuously updated to ensure alignment across all teams.
Implementing the Product Requirements Docs Template by ClickUp can help streamline this process and make it easier for your team to create comprehensive and organized product requirement documents. It’s designed to help your product, design, and engineering teams work together effectively, facilitates long-term collaboration, and clearly communicates priorities to those responsible for getting the work done. Ensure everyone is on the same page throughout the development lifecycle, from ideation to launch, with this template.
11. Release Notes TemplateÂ
Release notes are a crucial internal and external communication tool that provides information about the latest updates, features, and bug fixes for a product release. It keeps your internal teams in the loop and provides your customers with clear information about changes, what’s new, and how it benefits them.
Standardize and streamline your release notes creation process by implementing the Release Notes Template by ClickUp!
This template includes:Â
- 15 ClickUp Docs with nested pages to keep your release notes organized
Get an inside look into what our very own ClickUp Product Teams use to share internal and external product release notes, and use this example structure as your go-to for crafting detailed yet easy-to-digest product release notes.
12. Product Brief Document TemplateÂ
A good product brief defines the product, sets clear objectives, aligns stakeholders, guides decision-making, and provides a reference point throughout the product development process.Â
With the Product Brief Template by ClickUp, your product team will have access to a complete fill-in-the-blank outline to support a successful launch while literally staying on the same page—a ClickUp Doc page, that is.Â
This template includes:Â
- Eight ClickUp Docs pages with templates for release plans, product briefs, and more
This pre-built ClickUp Doc will instantly help you organize the most crucial elements of your product development into one cohesive document. And because ClickUp Docs offers commenting capabilities and collaborative editing, teams can leave comments in your template Doc for instant collaboration or assign comments to specific teammates when their input is required—no more losing track of edits or feedback.
ClickUp Marketing Team Templates
To keep all moving parts, deadlines, and resources in check, specialized marketing teams need a project management tool that can efficiently move their projects from start to finish and accommodate each team’s unique needs and workflow. From content teams to design, event, marketing operations, and more, ClickUp’s flexible platform and customizable templates can help every marketing team collaborate seamlessly and establish a streamlined workflow that allows them to work their best.Â
Get all your marketing teams on the same page when it comes to goals, resources, timelines, messaging, and more with ClickUp templates. We have a full library of marketing templates to choose from, and to make it easier for you, we’ve handpicked the best ClickUp templates designed specifically for marketing teams!Â
13. Marketing Teams Template
As businesses grow and teams become more dispersed, it can be challenging to stay at the center of everything and avoid gaps or breakdowns in processes. It’s also important for marketers to be able to access key insights quickly and easily.Â
Bring all your marketing teams together under one roof, create a streamlined workflow for teams across your organization, and keep everyone aligned with the Marketing Teams Template by ClickUp!Â
This template includes:
- Six pre-built views (Organization Chart Whiteboard, Marketing Request Form, Marketing Wiki, and more)
- ClickApps (time tracking, tags, priorities, and more)
- Custom Fields and custom statuses
This advanced template provides a solid and scalable foundation for marketing teams, with full visibility into project details and customizable views. Empower your teams to navigate challenges and opportunities in the ever-changing marketing landscape. Use this template to establish a robust system for your marketing projects.
14. Marketing Team Operations Template
Marketing team operations include a wide range of tasks, from planning and executing marketing campaigns to managing budgets, analyzing data, and optimizing marketing processes. With the Marketing Teams Operations Template by ClickUp, you’ll have exactly what you need to start setting up your operations in ClickUp.
This template includes:
- Six pre-built views (Organizational Chart, Meeting Minutes Docs, Marketing Wiki, and more)
- ClickApps (priorities, tags, dependency warning, and more)
- Custom Fields and custom statusesÂ
Use this advanced template to create team OKRs, support career development, onboard new team members, and get access to examples for defining your marketing processes in ClickUp.
15. Content Management TemplateÂ
Content marketing is a powerful strategy that can help businesses connect, engage, and build trust with their audience. And with a well-crafted content marketing strategy and a dedicated team of experts, organizations can leverage the power of content marketing to drive traffic, generate leads, and ultimately, grow their business in a sustainable and meaningful way.
Give your content marketing teams an organized system for managing different types of initiatives and projects with the Content Management Template by ClickUp!
This template includes:
- Eight pre-built views (Team Docs, Timeline, Gantt, Board, and more)
- Template Guide Doc
This template simplifies content marketing by providing everything you need for planning and creating content across multiple channels. It supports an end-to-end workflow, from request intake to content delivery, including maintaining an editorial calendar. Meet your new one-stop-shop template for your content marketing needs.
Bonus templates
Use the content calendar templates to level up your editorial calendar and ensure you’re delivering quality content on schedule.Â
16. Strategic Marketing Plan TemplateÂ
A strategic marketing plan provides a clear and comprehensive roadmap that outlines a company’s marketing strategy, goals, and tactics, along with an action plan to achieve those objectives.
Outline your company’s marketing strategy as well as the objectives for achieving your targets and goals with the Strategic Marketing Plan Template by ClickUp!Â
This template includes:
- Two pre-built views (Board and OKRs List)
- Custom Fields and custom statuses
- Template Guide Doc
Use this ClickUp to manage all your marketing projects and this template to establish your strategic marketing plan and get examples for setting up your objectives and key results (OKRs), a detailed plan to execute those OKRs, and a way to track progress toward those goals and budgets.
ClickUp Sales Team TemplatesÂ
By implementing ClickUp as a project management tool for sales teams, you can ensure that your team is equipped with features to help them capture, nurture, and close leads while staying connected with teams across your organization.Â
Get started and set up the right way in ClickUp. Here are four of the best ClickUp templates for sales teams!
17. CRM TemplateÂ
A reliable and organized customer relationship management (CRM) can help keep track of your leads at different stages of the customer journey and help your sales team stay on top of outreach, follow-ups, and anything else they need to seal the deal and win customer loyalty.
ClickUp is an all-in-one project management tool that offers a fully customizable platform so you can configure it any way you want. This means you can create a CRM to manage your sales pipeline and access all your work, collaborate with internal teams and external parties, and keep track of goals and progress all in one place. To get started, use the CRM Template by ClickUp!
This template includes:Â
- Four pre-built views (List, Board, Whiteboard templates, and Docs)
- Custom Fields and statusesÂ
- Automation
- Template Guide Doc
- And moreÂ
This lightweight and powerful CRM has everything you need for a functional and scalable system and manages your sales pipeline, including tracking leads, deals, accounts, and contacts.Â
Bonus
Create a CRM for any use case and use these CRM templates by ClickUp to help you get started on the right track!
18. Sales and Marketing Plan Template
Sales and marketing teams must work closely to ensure messing is aligned, and resources are maximized to generate the best results and ROI for your business.Â
Build a revenue-generating machine, and establish a solid system that integrates your marketing and sales goals by implementing the Sales and Marketing Template by ClickUp!Â
This template includes:Â
- Five pre-built views (Marketing Pipeline, Goals, Marketing Timeline, and more)
- Custom Fields and custom statuses
- Template Guide Doc
Creating realistic, organized, and comprehensive sales and marketing plans is one of their most crucial responsibilities. Use this template to outline your shared objectives and create trackable action plans.Â
19. Sales KPI Template
Sales KPIs provide a consistent and effective approach for tracking and improving sales performance, identifying opportunities, and driving revenue. Easily set, manage, and track all your sales KPIs and make more informed data-driven decisions with the help of the Sales KPI Template by ClickUp!
This template includes:Â
- Four pre-built views (Weekly Report, Monthly Report, Revenue Board per Month, and more)
- Custom Fields and custom statuses
- Template Guide Doc with a video walkthrough
Use this template to track sales metrics and keep your sales teams on track to hit their goals.
20. Daily Sales Report Template
Sales teams, leadership, and stakeholders need sales reports to gain insight into sales performance, growth, and opportunities and help forecast future sales and stay on pace to hit goals. Clearly document and keep track of your daily sales summary with Daily Sales Report by ClickUp!
This template includes:
- ClickUp Doc page with sections to capture daily sales overview and product performance
Stay organized and identify areas of improvement to help you adjust strategies accordingly with this ClickUp Doc template for sales teams.
ClickUp Design Team Templates
It’s clear there are a lot of moving parts and people involved in design projects—you need a flexible and reliable solution. ClickUp makes one of the best project management solutions for design teams because it’s packed with features to keep multiple tasks in order, manage requests, and speed up the approval process.Â
And what about working with other teams? ClickUp can accommodate every team and bring them all together in one place, making cross-functional communication and collaboration easier than ever before.Â
Ready to establish a well-oiled system in ClickUp? We’ve listed four of the best ClickUp templates for design teams to streamline your workflow and save you time for the more creative part of your work!
21. Creative and Design Template
Design and creative teams often get requests from multiple departments to design and develop creative assets.Â
The Creative and Design Template by ClickUp improves the creative process by providing a structured workflow from intake to delivery.Â
This template includes:Â
- Six pre-built views (Creative Request Form, Creative Process, Team Docs, and more)
- Custom Fields and custom statuses
- Template Guide Doc
Use this template to establish an end-to-end workflow that goes from request intake to planning with creative brief Docs to execution of the project using subtasks, and get an example to help you set up an asset library in ClickUp.
22. Brand Guidelines TemplateÂ
Brand guidelines serve as a comprehensive reference that outlines a company’s rules and standards to keep brand identity consistent across multiple channels. Clearly outline and document your company guidelines with the Brand Guidelines Template by ClickUp!Â
This template includes:
- ClickUp Docs page with sections for best practices, assets, and more
Use this template to create a go-to resource for teams across departments and allow them to access proper assets when promoting, mentioning, or referencing the company brand.
23. Creative Brief Document Template
Creative briefs serve as a roadmap and outline creative project objectives, requirements, and specifications.Â
Provide clear and easy-to-follow directions with the help of the Creative Brief Template by ClickUp!
This template includes:
- ClickUp Docs page with sections for project overview, objectives, target audience, and more
Use this template to help you gain alignment across the creative production team and other stakeholders and help you successfully deliver on any creative project.
24. Design Brief Whiteboard TemplateÂ
Design briefs help teams establish clear goals, project requirements, and other elements of the design process.
Create a neat visual of your design brief where you can provide detailed directions with the Design Brief Whiteboard Template by ClickUp!Â
This template includes:
- A customizable ClickUp Whiteboard with pre-set sections to capture important design detailsÂ
Streamline your design process, keep internal and external teams aligned on goals, and ensure everyone understands the project scope with this Whiteboard template.
ClickUp Event Team Templates
Planning an event or thinking about it? Whether you’re event planning for personal or professional reasons, you can utilize ClickUp as an event project management tool!
We’ve seen our customers use ClickUp to plan all sorts of events, from global conferences and weddings to concerts. But they’re not the only ones that use ClickUp for event management. We’re proud to say that our very own event team utilizes ClickUp to manage and deliver spectacular events, including our ultimate productivity conference, LevelUp!
So to help your events team successfully plan and launch any type of event, we’ve curated a list of event planning templates for you and chosen our top four event team templates in ClickUp!
25. Event Marketing Template
Planning and executing a successful event involves managing multiple teams, budgets, timelines, and resources. This is why event teams need a project management tool to establish a streamlined workflow and manage all aspects of event planning.Â
It’s time to put your event planning hat on and use the Event Marketing Template by ClickUp!Â
This template includes:
Five pre-built views (Event Tracking List and Board view, Event Calendar, and more)
- Custom Fields and custom statusesÂ
- Template Guide Doc
With ClickUp, event teams can build a system that works for their unique needs and customize the entire platform to accommodate project requirements, workflow preferences, and other teams across the organization. Use this template to keep track of all your marketing events in one place.
26. Large Event Planning Template
Hosting or planning a large marketing event?Â
Large-scale event planning can be difficult. That’s why we’ve created the Large Event Planning Template by ClickUp to help you work more efficiently by simplifying and automating manual procedures and storing all task information in one place, both before and after the event.Â
This template includes:
- Four pre-built views (Event Brief, Meeting Minutes, and more)
- Custom statusesÂ
- Template Guide Doc
Use this template to automate planning tasks and tracking resources, and make it your one-stop shop for your next large event planning project.
27. Press Release TemplateÂ
A press release is an official written document given to media outlets for an event, launch, product, service, or other announcements. Outline and capture all the key elements of your next press releases with the Press Release Template by ClickUp!Â
This template includes:
- ClickUp Docs with a structured example of a press release
Establish a system for crafting and sharing important company announcements with this ClickUp Doc template for press releases.
28. Event Brief TemplateÂ
Any successful event starts with detailed planning. Use the Event Brief Template by ClickUp to outline a summary of your goals, success metrics, milestones, and other key elements of your events!Â
This template includes:
- ClickUp Doc with nested pages for event summary and scheduleÂ
Stay organized, create alignment across all stakeholders, and kickstart your event planning with this template.
Summarize this article for me pleaseClickUp Templates: Your New Productivity Sidekick
Well, there you have it—28 of our favorite ClickUp templates for project management, agile, marketing, sales, design, and event teams!
We know that getting started with anything or figuring out a good system can be challenging. That’s why ClickUp is on a mission to create and share thousands of templates for every team across different industries. These templates are built with your goals and pain points in mind and provide the foundation you need to jumpstart any project.Â
And just like the ClickUp platform, these templates are fully customizable. Start using ClickUp for free and use our templates to give you a solid starting point, then customize them to fit your unique needs, preferences, and requirements.Â
Don’t start from scratch. Start with confidence and keep your processes consistent across the board. It’s time to work smarter and take advantage of the modern solutions in ClickUp—your new productivity sidekick. 😉
Everything you need to stay organized and get work done.
