Travel Planner

  • Great for beginners
  • Ready-to-use, fully customizable Task
  • Get started in seconds
Template Level
slide 1
This travel planner template can be used as a simple way to stay organized on your travels. This enables you to list down cost-effective travel arrangements, travel-related files, and to-dos before and during your trip.

Travel planning can be complicated, with lots of details to keep track of. That's why it's important to have a comprehensive travel planner template that will take out the guesswork and help you organize everything into one place.

ClickUp’s Travel Planner Template takes the hassle out of organizing your trip, helping you:

  • Track destinations, flights, hotel bookings, and more
  • Share and collaborate with friends or family on your travels
  • Stay organized while on-the-go with access from anywhere

Whether it’s a summer vacation or business trip, ClickUp’s Travel Planner Template is the perfect tool for making sure your next adventure goes off without a hitch!

Benefits of a Travel Planner Template

A travel planner template can make the process of organizing a trip a lot easier. Here are some of the benefits to using a template:

  • Saves time by providing a framework to quickly fill out all the necessary details
  • Helps you stay organized and prioritize tasks
  • Enables you to track expenses and stay within budget
  • Makes it easier to communicate travel plans with family, friends, and other stakeholders

Main Elements of a Travel Planner Template

ClickUp's Travel Planner Template is designed to help you plan business and personal trips with ease. This Task template includes:

  • Custom Statuses: Create tasks with custom statuses to keep track of the progress of each trip or event
  • Custom Fields: Categorize and add 14 different custom attributes such as Business Phone, Email, Travel Planning Stage, Emergency Contact's Phone, Manager's Name, to save all the necessary information about a trip or event
  • Custom Views: Start with this Task template and build out your ClickUp workflow which includes List, Gantt, Workload, Calendar, and more
  • Project Management: Improve travel tracking with time tracking capabilities, tags, dependency warning, emails, and more

How to Use a Travel Planner Template

Planning a trip can be stressful, but with the right tools, it doesn’t have to be. Follow these steps to make the most of the travel planner template in ClickUp:

1. Establish your destination and budget

The first step in any travel planning process is to decide where you want to go and how much you are willing to spend.

Use a Doc in ClickUp to brainstorm ideas and create a budget for your trip.

2. Research flights and lodging

Once you’ve established your destination and budget, it’s time to start researching flights and lodging. Look for the best deals on airfare and accommodation and take into account distance, convenience, and cost.

Create tasks in ClickUp to track your research and compare different options.

3. Create a list of activities

Research the destination you’ve chosen and make a list of activities you would like to do while you’re there. Consider the attractions and experiences that interest you and fit them into your budget.

Create custom fields in ClickUp to track the cost of each activity and ensure you’re staying on budget.

4. Make a schedule

Once you’ve gathered all the necessary information, it’s time to create a schedule for your trip. Make sure to factor in travel time, rest days, and activities you may want to do while you’re there.

Use the Calendar view in ClickUp to schedule your activities and plan out the days of your trip.

5. Review and adjust

Finally, review your plan and make any necessary adjustments. Make sure you’ve accounted for all the necessary details and take into consideration any changes you may need to make.

Set a recurring task in ClickUp to review and adjust your travel plans regularly.

Get Started with ClickUp's Travel Planner Template

Travelers can use this Travel Planner Template to help everyone stay on the same page when it comes to planning trips and organizing travel details.

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 plan your travels:

  • Create a project for each travel destination
  • Assign tasks to team members and designate a timeline
  • Collaborate with stakeholders to brainstorm ideas and create a plan
  • 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 Travel Planner Template Today

Related Templates

Template details