The pandemic has created an unprecedented shift to remote work, and organizations have had to adjust quickly. To ensure a smooth transition, teams need a reliable plan in place.
ClickUp's Remote Work Plan Template is designed to help you:
- Create a comprehensive plan for your team members to transition to remote work
- Outline expectations and roles of each team member
- Organize and track progress on tasks related to the transition
This template provides all the tools you need to make the switch to remote work as seamless as possible—from planning out how you'll collaborate remotely, to tracking progress on essential tasks. Get started today!
Benefits of a Remote Work Plan Template
The remote work plan template is a great way to help your team adjust to working from home. Benefits of using this template include:
- Clear guidelines and expectations to help ensure the team remains productive and on track
- Providing a sense of structure and normalcy in times of uncertainty
- Creating a centralized hub to store all of the team's remote work-related information
- Ability to measure performance and make sure everyone is meeting their goals
Main Elements of a Remote Work Plan Template
ClickUp's Remote Work Plan Template is designed to help you plan, manage, and track remote work projects. This List template includes:
- Custom Statuses: Mark task status such as Blocked, Complete, In Progress, and To Do to keep track of project progress
- Custom Fields: Use 9 different custom fields such as Deliverables, Progress, Actual Cost, Allocated Budget, and Goal, to save vital information about the project and easily visualize project data
- Custom Views: Open 5 different views in different ClickUp configurations, such as the Getting Started Guide, Work Timeline, Work Activities, Work Progress, and Project Heads, so that all the information is easy to access and organized
- Project Management: Improve remote work tracking with time tracking capabilities, tags, dependency warning, emails, and more
How to Use a Remote Work Plan Template
Creating a remote work plan can help you stay organized and productive while working from home. By following the steps below, you’ll have a plan that will help you make the most of your time and stay productive.
1. Set goals and expectations
The first step is to decide what your goals are for your remote work plan. What do you want to accomplish in a day or week? Are there any deadlines that need to be met? Setting goals and expectations for yourself will help you stay on track and make sure you’re meeting your goals.
Create Goals in ClickUp to help you keep track of your objectives and ensure you’re making progress.
2. Establish a schedule
Creating a schedule is key to staying productive and not feeling overwhelmed. Set aside specific times each day for completing tasks, taking breaks, and other activities like exercise and leisure time.
Use the Calendar view in ClickUp to plan out your day and schedule time for tasks and breaks.
3. Create a workspace
Creating a designated workspace will help you stay focused and create a sense of normalcy. Make sure the space is comfortable and free from distractions to help reduce stress and keep you productive.
Create tasks in ClickUp to remind you of any supplies or changes you need to make to your workspace.
4. Stay in touch with colleagues
Working remotely can be isolating, so it’s important to stay in touch with your colleagues. Make sure you’re having regular check-ins with your team and staying up-to-date on any changes or updates.
Use Automations in ClickUp to schedule regular check-ins and stay connected with your colleagues.
5. Take breaks
It’s important to take breaks throughout the day to keep your mind and body refreshed. Make sure to step away from your workspace during your designated break times, and try to get some fresh air or do a quick exercise to help you recharge.
Set recurring tasks in ClickUp to remind you to take breaks throughout the day.
Get Started with ClickUp's Remote Work Plan Template
Remote workers can use this Remote Work Plan Template to help everyone stay on the same page when it comes to establishing expectations and setting goals for remote work.
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.
Now you can take advantage of the full potential of this template to manage remote work:
- Use the Getting Started Guide View to set up your remote work plan
- The Work Timeline View will help you plan out tasks and activities and keep track of progress
- The Work Activities View will give you a space to brainstorm and store all of your remote work ideas
- The Work Progress View will help you stay up-to-date on task progress and completion
- The Project Heads View will allow you to easily assign tasks to team members and track their progress
- Organize tasks into four different statuses: Blocked, Complete, In Progress, To Do, to keep track of progress
- Update statuses as you progress through tasks to keep stakeholders informed of progress
- Monitor and analyze tasks to ensure maximum productivity