Facility Management

  • Feature-rich & easily adaptable
  • Ready-to-use, fully customizable Folder
  • Get started in seconds
Template Level
slide 1
Keep track of your facilities and their condition along with important details including maintenance dates, costs, location, attachments, and more! With Docs, you can even create a directory with images and facility contacts.

Facility management is an important role in any organization that requires the coordination of space, security, infrastructure, and other services. ClickUp's Facility Management Template can help ensure success by providing all the necessary tools to plan and manage all essential facility operations.

This comprehensive facility management template will help you:

  • Organize facility plans, schedules and tasks
  • Manage resources like personnel, equipment, supplies, maintenance and repairs
  • Visualize current and future projects with ease

ClickUp's Facility Management Template provides all the features you need for efficient and successful facility management. Don't miss out on this great opportunity - get your Facility Management Template today!

Benefits of a Facility Management Template

Facility management templates are powerful tools that help facilities of all sizes better manage their space and resources. Here are some of the benefits of using a facility management template:

  • More efficient use of resources, such as labor and materials
  • Optimized space usage, leading to lower overhead costs
  • Reduced risk of accidents and incidents due to improved safety protocols
  • Better tracking of maintenance needs and performance

Main Elements of a Facility Management Template

ClickUp's Facility Management Template is designed to help you manage and track the status of multiple locations in one place. This Folder template includes:

  • Custom Statuses: Create tasks with custom statuses such as Closed, Maintenance, Operational, Planned Location and Under Construction to keep track of the progress of each location
  • Custom Fields: Categorize and add attributes to manage your facility management tasks and easily visualize the different locations
  • Custom Views: Open 4 different views in different ClickUp configurations, such as the Cost Calculator, Contacts, Location and List View so that you can keep track of all the locations in one place
  • Project Management: Improve facility tracking with time tracking capabilities, subtasks, notifications, emails, and more

How to Use a Facility Management Template

Managing a facility can be an overwhelming task, but with the right tools, it can be made easier. Follow these steps to make the most of the facility management template in ClickUp and keep your facility running smoothly:

1. Create a checklist of tasks

Create a checklist of tasks that need to be completed to maintain the facility, such as cleaning and repairs.

Use a Table view in ClickUp to create a checklist of tasks that need to be done, and assign them to the right team members.

2. Establish deadlines

Set realistic deadlines for when each task needs to be completed.

Set Milestones in ClickUp to set deadlines and track progress.

3. Assign tasks

Assign each of the tasks to the appropriate team member or department.

Create tasks in ClickUp to assign tasks to the right people and track progress.

4. Monitor progress

Monitor the progress of each task to ensure that everything is on track and that deadlines are being met.

Use the Board view in ClickUp to get an overview of the progress of each task.

Get Started with ClickUp's Facility Management Template

Facility managers can use this Facility Management Template to help everyone stay on the same page when it comes to managing and maintaining facilities.

First, hit “Add Template” to sign up for ClickUp and add the template to your Workspace. Make sure you designate which Space or location in your Workspace you’d like this template applied.

Next, invite relevant members or guests to your Workspace to start collaborating.

add new template customization

Now you can take advantage of the full potential of this template to manage facilities:

  • Use the Cost Calculator View to track and estimate facility expenses
  • The Contacts View will help you keep track of stakeholders and vendors
  • The Location View will give you a space to map out facility locations
  • The List View will help you organize and prioritize tasks
  • Organize tasks into ten different statuses: Closed, Maintenance, Operational, Planned Location, Under Construction, etc. to keep track of progress
  • Update statuses as you progress through tasks to keep stakeholders informed of progress
  • Hold regular meetings to discuss progress and any issues
  • Monitor and analyze tasks to ensure maximum productivity

Get Started with Our Facility Management Template Today

Related Templates

Template details