Project Narrative

  • Feature-rich & easily adaptable
  • Ready-to-use, fully customizable Doc
  • Get started in seconds
Template Level
slide 1
A project narrative serves as an overview of a project and an essential component of a project proposal. This ClickUp template will help you develop this document to ensure that you land your proposal.

When it comes to successful project management, having a clear and compelling narrative is key. A good project narrative outlines the purpose and direction of the project, motivating teams with a shared vision and helping everyone stay on the same page.

ClickUp's Project Narrative Template will help you create an effective narrative quickly and easily. With this template, you can:

  • Set objectives and milestones for your project with clarity
  • Organize resources and tasks to ensure everyone is on the same page
  • Create a powerful story that inspires teams towards success

Whether launching a new product or managing an existing initiative, ClickUp's Project Narrative Template has everything you need to keep your team focused on the end goal!

Benefits of a Project Narrative Template

A project narrative template provides a framework for effective communication between team members and stakeholders. Here are some of the benefits of using a project narrative template:

  • Ensures everyone is on the same page, reducing the risk of miscommunication
  • Provides clarity on project objectives and expected outcomes
  • Allows stakeholders to easily track progress and provide feedback
  • Helps teams stay organized and efficient when executing projects

Main Elements of a Project Narrative Template

ClickUp's Project Narrative Template is designed to help you capture the details of a project or initiative in one place. This Doc template includes:

  • Custom Statuses: Create tasks with various custom statuses to keep track of the progress of each element of the project narrative
  • Custom Fields: Categorize and add attributes to manage your project narratives and easily visualize the different elements
  • Custom Views: Start with this Doc template and build out your ClickUp workflow which includes List, Gantt, Workload, Calendar, and more
  • Project Management: Improve project narrative tracking with comment reactions, nested subtasks, multiple assignees, and priority labels

How to Use a Project Narrative Template

Project Narratives are an important part of project management—they provide an opportunity to explain the why and the how of a project. Writing a project narrative can be daunting, but with the right steps, you can craft a narrative that effectively outlines the key points of your project.

1. Collect project information

Start by gathering all of the information you need to write your project narrative. This includes project goals, objectives, milestones, timeline, budget, and any other relevant data.

Create tasks in ClickUp to organize all of the project information you need.

2. Outline the narrative

Now it’s time to start outlining your narrative. Begin by writing an introduction that explains the project and its purpose, followed by the project goals and objectives. Then, move on to the body of the narrative, which should include sections on the timeline, budget, and any other relevant information.

Use a Doc in ClickUp to outline the narrative and add structure to your writing.

3. Write the narrative

Using the outline you created, start writing the narrative. Make sure to include a description of the project, its goals, the timeline, budget, and any other relevant information.

Create tasks in ClickUp to break down the writing process into manageable chunks.

4. Incorporate visuals

Incorporating visuals like charts, diagrams, and other visuals can help bring the narrative to life and make it more engaging.

Create a Gantt chart in ClickUp to visualise the timeline and budget of your project.

5. Edit and revise

Once the narrative is complete, it’s time to edit and revise it. Make sure to read through the narrative and correct any errors or typos.

Use Board view in ClickUp to track the progress of your edits and revisions.

6. Share the narrative

Once the narrative is edited and revised, it’s time to share it with stakeholders and other interested parties.

Use Email or a Doc in ClickUp to share the narrative with stakeholders.

Get Started with ClickUp's Project Narrative Template

Project teams can use this Project Narrative Template to help everyone stay on the same page when it comes to documenting project goals and objectives.

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 create a project narrative:

  • Create a project for each narrative goal
  • Assign tasks to team members and designate a timeline
  • Collaborate with stakeholders to brainstorm ideas and create content
  • Organize tasks into categories to keep track of progress
  • Set up notifications to stay up-to-date on progress
  • Hold regular meetings to discuss progress and any issues
  • Monitor and analyze tasks to ensure maximum productivity

Get Started with Our Project Narrative Template Today

Related Templates

Template details