Creative & Design

Creating an action plan is an effective way to manage your projects and keep your focus directed towards your goals.

Action Plan

Creating an action plan is an effective way to manage your projects and keep your focus directed towards your goals.

This is the ultimate template for all agencies, especially a creative agency or marketing agency. It includes everything you need to manage your sales pipeline, project scoping, resource management, client onboarding, project delivery, change requests, client feedback, and more.

Agency Management

This is the ultimate template for all agencies, especially a creative agency or marketing agency. It includes everything you need to manage your sales pipeline, project scoping, resource management, client onboarding, project delivery, change requests, client feedback, and more.

Facilitate your apparel design process from idea to production all in one place! Keep your lookbook in a Doc view for easy reference, or hop over to the Board view to visualize your apparel in each stage of design with a simple drag-and-drop

Apparel Design Management

Facilitate your apparel design process from idea to production all in one place! Keep your lookbook in a Doc view for easy reference, or hop over to the Board view to visualize your apparel in each stage of design with a simple drag-and-drop

Efficiently plan, organize, and coordinate architectural design projects. You can delegate responsibilities, set due dates, organize dependencies, track budgets, and manage resources all in one place so you'll never miss a deadline!

Architectural Design

Efficiently plan, organize, and coordinate architectural design projects. You can delegate responsibilities, set due dates, organize dependencies, track budgets, and manage resources all in one place so you'll never miss a deadline!

Blog Template is a simple, contemporary, and completely responsive blog template. It can be applied to travel, blogging, personal blogs, tourism, magazines, bloggers, blogs with templates, news, etc. The code and files have all been neatly structured and commented on to make them simple to modify for your new creation.

Blog

Blog Template is a simple, contemporary, and completely responsive blog template. It can be applied to travel, blogging, personal blogs, tourism, magazines, bloggers, blogs with templates, news, etc. The code and files have all been neatly structured and commented on to make them simple to modify for your new creation.

This template is a great tool to aid authors, writers, and aspiring writers in planning, writing, and publishing their books. The template contains the elements needed to create a book from beginning to end.

Book Planning

This template is a great tool to aid authors, writers, and aspiring writers in planning, writing, and publishing their books. The template contains the elements needed to create a book from beginning to end.

This brainstorming template gives you a vast space to organize your team's solution for whatever problem! This template aims to help you solve problems structurally and increase team collaboration without the workspace getting too crowded.

Brainstorming

This brainstorming template gives you a vast space to organize your team's solution for whatever problem! This template aims to help you solve problems structurally and increase team collaboration without the workspace getting too crowded.

This brand guidelines doc details all the elements that make up your company's brand, the look and feel, and how to present the brand to the world. Brand Guidelines include elements like the logo, colors, fonts, brand voice, taglines, and more.

Brand Guidelines

This brand guidelines doc details all the elements that make up your company's brand, the look and feel, and how to present the brand to the world. Brand Guidelines include elements like the logo, colors, fonts, brand voice, taglines, and more.

Use ClickUp's Brand Identity template to create a powerful brand identity that positions you for success, whether you're launching a rebrand or creating a new identity from scratch.

Brand Identity

Use ClickUp's Brand Identity template to create a powerful brand identity that positions you for success, whether you're launching a rebrand or creating a new identity from scratch.

Use this ClickUp's Branding Template to manage your next branding initiative. This template will help you develop an easy-to-follow process that you can use to keep your clients and yourself both updated on the status and progress of the project.

Branding

Use this ClickUp's Branding Template to manage your next branding initiative. This template will help you develop an easy-to-follow process that you can use to keep your clients and yourself both updated on the status and progress of the project.

Engineering & Product

Brainstorm and group ideas to develop effective solutions using this Affinity Diagram Whiteboard template. Use this to generate and consolidate information.

Affinity Diagram

Brainstorm and group ideas to develop effective solutions using this Affinity Diagram Whiteboard template. Use this to generate and consolidate information.

This template provides Agile Scrum teams a solution that standardizes delivery of software following the agile scrum methodology - from backlog grooming, sprint planning and daily standups all the way through to sprint reviews and retrospectives. Help your product, engineering, and QA teams collaborate better together.

Agile Scrum Management

This template provides Agile Scrum teams a solution that standardizes delivery of software following the agile scrum methodology - from backlog grooming, sprint planning and daily standups all the way through to sprint reviews and retrospectives. Help your product, engineering, and QA teams collaborate better together.

Plan, track progress, and manage resources during Sprint Planning by using an Agile Sprint Planning Template. Set expectations considering the team's capacity. Review the discrepancy in the estimate vs actual hours with the scrum team during Sprint Retrospective.

Agile Sprint Planning

Plan, track progress, and manage resources during Sprint Planning by using an Agile Sprint Planning Template. Set expectations considering the team's capacity. Review the discrepancy in the estimate vs actual hours with the scrum team during Sprint Retrospective.

The purpose of this Doc is to serve as a way to document all event meeting notes, decisions, events, and learnings during the entire Sprint process using the Agile Scrum Methodology.

Agile Sprints Events

The purpose of this Doc is to serve as a way to document all event meeting notes, decisions, events, and learnings during the entire Sprint process using the Agile Scrum Methodology.

Communicate your product strategy with the stakeholders using an Agile Product Roadmap Template. Adjust plans easily with a flexible template and prioritize accordingly as your team learns more about the market and your product.

Agile Team Roadmap

Communicate your product strategy with the stakeholders using an Agile Product Roadmap Template. Adjust plans easily with a flexible template and prioritize accordingly as your team learns more about the market and your product.

Plan and track mobile app development using the App Development Plan. From research to market launch, set milestones, keep focused and stay on track with the project's timeline to build a successful application.

App Development Plan

Plan and track mobile app development using the App Development Plan. From research to market launch, set milestones, keep focused and stay on track with the project's timeline to build a successful application.

App developers can use this App Scope Outline document template to store the business requirements needed to develop and implement an application.

App Scope Outline

App developers can use this App Scope Outline document template to store the business requirements needed to develop and implement an application.

The assumption grid is a type of decision-making tool that organizes ideas based on the level of certainty and risks associated with it.

Assumption Grid Decision Matrix

The assumption grid is a type of decision-making tool that organizes ideas based on the level of certainty and risks associated with it.

Gherkins are a means to enhance user stories and provide a comprehensive scenario that will help developers and testers comprehend both the result and the output of a specific user interaction.

BDD/Gherkin User Story

Gherkins are a means to enhance user stories and provide a comprehensive scenario that will help developers and testers comprehend both the result and the output of a specific user interaction.

By recommending a change to a process or product, agile teams can help their organization's release procedures by using this detailed Business Requirements Document template. Utilize the template to precisely capture your needs within a robust framework and align all of your proposed Agile goals.

BRD for Agile

By recommending a change to a process or product, agile teams can help their organization's release procedures by using this detailed Business Requirements Document template. Utilize the template to precisely capture your needs within a robust framework and align all of your proposed Agile goals.

Finance & Accounting

Manage your sales records, income, invoices, predicted revenue, and more. Stay on top of accounts receivable and accounts payable so there's no more scrambling for late payments!

Accounting

Manage your sales records, income, invoices, predicted revenue, and more. Stay on top of accounts receivable and accounts payable so there's no more scrambling for late payments!

Use ClickUp's Accounting Journal to digitally record every business transaction more accurately. The journal entry will also include information regarding several accounts if a transaction impacts them.

Accounting Journal

Use ClickUp's Accounting Journal to digitally record every business transaction more accurately. The journal entry will also include information regarding several accounts if a transaction impacts them.

Track your finances with ClickUp Accounting. Choose your preferred method to ensure accurate financial reports, and get ready for the future with the peace of mind that comes from knowing what’s going on under the hood of your business.

Accounting Operations

Track your finances with ClickUp Accounting. Choose your preferred method to ensure accurate financial reports, and get ready for the future with the peace of mind that comes from knowing what’s going on under the hood of your business.

Here in ClickUp, writing, monitoring, modifying, and storing your SOP becomes easier. Aside from having it paperless, ClickUp assures you an accessible and real-time collaboration SOP. The template is in document type that offers you a general Accounting SOP for your organization. It also presents you subpages for specific processes your accounting might be having.

Accounting SOP

Here in ClickUp, writing, monitoring, modifying, and storing your SOP becomes easier. Aside from having it paperless, ClickUp assures you an accessible and real-time collaboration SOP. The template is in document type that offers you a general Accounting SOP for your organization. It also presents you subpages for specific processes your accounting might be having.

Accounts Payable is a placeholder for invoice order records. Keep track of every purchased goods and never miss payment deadlines using this ClickUp template!

Accounts Payable

Accounts Payable is a placeholder for invoice order records. Keep track of every purchased goods and never miss payment deadlines using this ClickUp template!

Company-wide meetings are vital to keeping communication open across the organization, and ensuring everyone is aligned and up to speed with individual and group targets. There's room to share information from updates to announcements about future agendas and encourage collaboration, clarity, and alignment.

All Hands Meeting

Company-wide meetings are vital to keeping communication open across the organization, and ensuring everyone is aligned and up to speed with individual and group targets. There's room to share information from updates to announcements about future agendas and encourage collaboration, clarity, and alignment.

Audit policy doc serves as a basis of the standardized audit procedure and provides a centralized file location for audit policies, guidelines, and practices.

Audit Policy

Audit policy doc serves as a basis of the standardized audit procedure and provides a centralized file location for audit policies, guidelines, and practices.


Your business financial health is more important than ever! Provide long-term peace of mind for tracking your KPIs with this ClickUp financial report. By using this template, you'll never miss a beat on managing your budget and life cycle.

Balance Sheet Sample

Your business financial health is more important than ever! Provide long-term peace of mind for tracking your KPIs with this ClickUp financial report. By using this template, you'll never miss a beat on managing your budget and life cycle.

Onboard new clients, collaborate with them, and share documents with all interested parties all in one place! This template will have your Bookkeeping business organized inside ClickUp with just a few clicks.

Bookkeeping Firm

Onboard new clients, collaborate with them, and share documents with all interested parties all in one place! This template will have your Bookkeeping business organized inside ClickUp with just a few clicks.

Create your budget plan and analyze your business spending with the help of this template! Use it to see how much money you can save and what you need to do to achieve that.

Budget Report

Create your budget plan and analyze your business spending with the help of this template! Use it to see how much money you can save and what you need to do to achieve that.

Auditing is an essential process for organizations to ensure compliance with business requirements. With this, ClickUp provides this customizable template which contains the necessary features to conduct the business auditing process with ease.

Business Audit Doc

Auditing is an essential process for organizations to ensure compliance with business requirements. With this, ClickUp provides this customizable template which contains the necessary features to conduct the business auditing process with ease.

HR & Recruiting

A job proposal template is a crucial resource for any determined job seeker. Job seekers can use it to demonstrate to employers how hiring them will help them achieve their objectives. Use this ClickUp Job Proposal Template to help create this document.

Job Proposal

A job proposal template is a crucial resource for any determined job seeker. Job seekers can use it to demonstrate to employers how hiring them will help them achieve their objectives. Use this ClickUp Job Proposal Template to help create this document.

Create and maintain a good working relationship between manager and employee. This template lays out roles, expectations, and how to best implement a feedback cycle. 

1-on-1s

Create and maintain a good working relationship between manager and employee. This template lays out roles, expectations, and how to best implement a feedback cycle. 

This 30-60-90 day template helps you get started on your onboarding and ensures your new hires are settled in for the first 3 months. Use this template to help your new hires action on required onboarding tasks and get them up-to-speed quickly.

30-60-90 Day Plan

This 30-60-90 day template helps you get started on your onboarding and ensures your new hires are settled in for the first 3 months. Use this template to help your new hires action on required onboarding tasks and get them up-to-speed quickly.

Whether it's a homeroom PTA meeting, a general staff meeting, or an executive board meeting, save effort and time for all attendees using the Agenda Template. This template provides you with an accessible option in laying out a brief list of topics and staying on track with the goals you have set.

Agenda

Whether it's a homeroom PTA meeting, a general staff meeting, or an executive board meeting, save effort and time for all attendees using the Agenda Template. This template provides you with an accessible option in laying out a brief list of topics and staying on track with the goals you have set.

Company-wide meetings are vital to keeping communication open across the organization, and ensuring everyone is aligned and up to speed with individual and group targets. There's room to share information from updates to announcements about future agendas and encourage collaboration, clarity, and alignment.

All Hands Meeting

Company-wide meetings are vital to keeping communication open across the organization, and ensuring everyone is aligned and up to speed with individual and group targets. There's room to share information from updates to announcements about future agendas and encourage collaboration, clarity, and alignment.

This template will help the user keep track of the goals that are set throughout the year. This will serve like a checklist covering each month for the user.

Annual Goals

This template will help the user keep track of the goals that are set throughout the year. This will serve like a checklist covering each month for the user.

Application Form template is used to gather all the information about your attendees for an upcoming event.

Application Form

Application Form template is used to gather all the information about your attendees for an upcoming event.

Use Board Skills Matrix to create a detailed summary of the skills of the board members. Select only the best and the most suitable leaders from different industries and departments!

Board Skills Matrix

Use Board Skills Matrix to create a detailed summary of the skills of the board members. Select only the best and the most suitable leaders from different industries and departments!

Have a clear overview of your employee incentive program using this Bonus Matrix template that ClickUp has stored for you!

Bonus Matrix

Have a clear overview of your employee incentive program using this Bonus Matrix template that ClickUp has stored for you!

Capability Matrix shows the rate of each team member corresponding to thee required skill set indicated.

Capability Matrix

Capability Matrix shows the rate of each team member corresponding to thee required skill set indicated.

Use this template and create career plans and pathways that seamlessly integrate personal career aspirations with organizational objectives while demonstrating opportunities for employee growth and learning.

Career Path

Use this template and create career plans and pathways that seamlessly integrate personal career aspirations with organizational objectives while demonstrating opportunities for employee growth and learning.

IT

The 5 Whys is a simple brainstorming tool that helps to identify the root causes of a problem. It is a great way to get everyone on the same page and focus your efforts on one key issue at a time. This template provides an easy way to get started by getting everyone thinking the same way, by asking “Why” until you narrow in on an issue or idea that you can focus your attention on.

5 Whys

The 5 Whys is a simple brainstorming tool that helps to identify the root causes of a problem. It is a great way to get everyone on the same page and focus your efforts on one key issue at a time. This template provides an easy way to get started by getting everyone thinking the same way, by asking “Why” until you narrow in on an issue or idea that you can focus your attention on.

Creating an action plan is an effective way to manage your projects and keep your focus directed towards your goals.

Action Plan

Creating an action plan is an effective way to manage your projects and keep your focus directed towards your goals.

This template provides Agile Scrum teams a solution that standardizes delivery of software following the agile scrum methodology - from backlog grooming, sprint planning and daily standups all the way through to sprint reviews and retrospectives. Help your product, engineering, and QA teams collaborate better together.

Agile Scrum Management

This template provides Agile Scrum teams a solution that standardizes delivery of software following the agile scrum methodology - from backlog grooming, sprint planning and daily standups all the way through to sprint reviews and retrospectives. Help your product, engineering, and QA teams collaborate better together.

Squashing bugs and resolving defects is no easy feat, but ClickUp is tailor-fit to help Support, Engineering, and Product teams drive better visibility and collaboration. Drive cross-functional collaboration and deliver better products, faster, through the use of automated and tailor-fit workflows, custom intake Forms, flexible views, and more!

Bug & Issue Tracking

Squashing bugs and resolving defects is no easy feat, but ClickUp is tailor-fit to help Support, Engineering, and Product teams drive better visibility and collaboration. Drive cross-functional collaboration and deliver better products, faster, through the use of automated and tailor-fit workflows, custom intake Forms, flexible views, and more!

Log and monitor errors or bugs during software development using a Bug Tracking template. With a tracking system, the development team can easily and effectively manage, evaluate and prioritize issues accordingly.

Bug Tracking

Log and monitor errors or bugs during software development using a Bug Tracking template. With a tracking system, the development team can easily and effectively manage, evaluate and prioritize issues accordingly.

Use this Doc as a central hub for a company's intranet. Employees can access important information, company updates, and resources all in one place. With its easy-to-use editing features and customizable layout, ClickUp Docs can streamline communication within your entire company.

Company Home

Use this Doc as a central hub for a company's intranet. Employees can access important information, company updates, and resources all in one place. With its easy-to-use editing features and customizable layout, ClickUp Docs can streamline communication within your entire company.

This wiki template helps organize important company information in one place, making content easy to search and find. It includes dedicated pages for the latest wiki updates, newsletters, and the company's mission and core values. It also offers resources like an employee handbook with holidays and the travel & expense policy, career development resources, system and tools, and more.

Company Wiki

This wiki template helps organize important company information in one place, making content easy to search and find. It includes dedicated pages for the latest wiki updates, newsletters, and the company's mission and core values. It also offers resources like an employee handbook with holidays and the travel & expense policy, career development resources, system and tools, and more.

This template will help you draw your Contingency Plan. We offer you both list and board views to further see highlights on your plan.

Contingency Plan

This template will help you draw your Contingency Plan. We offer you both list and board views to further see highlights on your plan.

Data is typically the most valuable asset for most organizations. It is key to generating revenue, making data protection crucial to their success as a whole. This is why creating a viable cybersecurity implementation plan is important - something that this Doc template can absolutely help you with.

Cybersecurity Action Plan

Data is typically the most valuable asset for most organizations. It is key to generating revenue, making data protection crucial to their success as a whole. This is why creating a viable cybersecurity implementation plan is important - something that this Doc template can absolutely help you with.

The transfer of certain assets from one data center site to another is known as a data center migration. This Data Center Project Plan template will help data migration teams to go through the data center migration process efficiently and effectively.

Data Center Project Plan

The transfer of certain assets from one data center site to another is known as a data center migration. This Data Center Project Plan template will help data migration teams to go through the data center migration process efficiently and effectively.

Marketing


A Social Media Content Plan ensures that you post on your social media pages consistently by laying out your posts ahead of time. Use this ClickUp Social Media Content Plan template to make your life easier when it comes to the ideation and creation of social media posts.

Social Media Content Plan

A Social Media Content Plan ensures that you post on your social media pages consistently by laying out your posts ahead of time. Use this ClickUp Social Media Content Plan template to make your life easier when it comes to the ideation and creation of social media posts.

ClickUp provides a basic 2x2 Priority Matrix Whiteboard to help you organize your tasks according to their importance and priority level. This will assist your team or company allocate resources for the important ones.

2X2 Priority Matrix Whiteboard

ClickUp provides a basic 2x2 Priority Matrix Whiteboard to help you organize your tasks according to their importance and priority level. This will assist your team or company allocate resources for the important ones.

ClickUp provides a basic 2x2 Priority Matrix Whiteboard to help you organize your tasks according to their importance and priority level. This will assist your team or company allocate resources for the important ones.

2x2 Priority Matrix

ClickUp provides a basic 2x2 Priority Matrix Whiteboard to help you organize your tasks according to their importance and priority level. This will assist your team or company allocate resources for the important ones.

Transform your Instagram presence with our 90-Day Success Checklist! Crafted by Denik CEO, Tyler Tolson, this comprehensive guide unveils the secrets to boost visibility and engagement while gaining invaluable market insights.

90 Day Instagram Success Checklist

Transform your Instagram presence with our 90-Day Success Checklist! Crafted by Denik CEO, Tyler Tolson, this comprehensive guide unveils the secrets to boost visibility and engagement while gaining invaluable market insights.

Visualize and track your campaign schedules, test variations, conversion rates, and so much more! With statuses, you'll see exactly what stage each campaign is in.

A/B Content Management & Testing

Visualize and track your campaign schedules, test variations, conversion rates, and so much more! With statuses, you'll see exactly what stage each campaign is in.

Visualize and track your campaign schedules, test variations, conversion rates, and so much more! With statuses, you'll see exactly what stage each campaign is in.

A/B Testing

Visualize and track your campaign schedules, test variations, conversion rates, and so much more! With statuses, you'll see exactly what stage each campaign is in.

Creating an action plan is an effective way to manage your projects and keep your focus directed towards your goals.

Action Plan

Creating an action plan is an effective way to manage your projects and keep your focus directed towards your goals.

Use the Action Priority Matrix Whiteboard to prioritize tasks and maximize your time, abilities, resources, and talent most effectively.

Action Priority Matrix Whiteboard

Use the Action Priority Matrix Whiteboard to prioritize tasks and maximize your time, abilities, resources, and talent most effectively.

This template will help you track the development and approval of an upcoming marketing initiative.

Advertisement

This template will help you track the development and approval of an upcoming marketing initiative.

Operations

Public relations (PR) is an important aspect of marketing to maintain a positive public image of a company. Through this ClickUp Public Relations Planning Folder template, marketing teams can effectively and efficiently plan and monitor PR-related contents of their companies.

Public Relations Planning

Public relations (PR) is an important aspect of marketing to maintain a positive public image of a company. Through this ClickUp Public Relations Planning Folder template, marketing teams can effectively and efficiently plan and monitor PR-related contents of their companies.

Create and maintain a good working relationship between manager and employee. This template lays out roles, expectations, and how to best implement a feedback cycle. 

1-on-1s

Create and maintain a good working relationship between manager and employee. This template lays out roles, expectations, and how to best implement a feedback cycle. 

Assign teams in shifts using the 2-2-3 Schedule Template. Also known as the Panama Schedule, this template rotates 4 teams in a 28-day cycle to cover a 24/7 operations that is followed by some industries.

2-2-3 Schedule

Assign teams in shifts using the 2-2-3 Schedule Template. Also known as the Panama Schedule, this template rotates 4 teams in a 28-day cycle to cover a 24/7 operations that is followed by some industries.

You can organize your daily task efficiently using this template! Visibility of your tasks for the day can help you be prepared for a productive day.

24 Hours Schedule

You can organize your daily task efficiently using this template! Visibility of your tasks for the day can help you be prepared for a productive day.

ClickUp provides a basic 2x2 Priority Matrix Whiteboard to help you organize your tasks according to their importance and priority level. This will assist your team or company allocate resources for the important ones.

2X2 Priority Matrix Whiteboard

ClickUp provides a basic 2x2 Priority Matrix Whiteboard to help you organize your tasks according to their importance and priority level. This will assist your team or company allocate resources for the important ones.

ClickUp provides a basic 2x2 Priority Matrix Whiteboard to help you organize your tasks according to their importance and priority level. This will assist your team or company allocate resources for the important ones.

2x2 Priority Matrix

ClickUp provides a basic 2x2 Priority Matrix Whiteboard to help you organize your tasks according to their importance and priority level. This will assist your team or company allocate resources for the important ones.

Creating an action plan is an effective way to manage your projects and keep your focus directed towards your goals.

Action Plan

Creating an action plan is an effective way to manage your projects and keep your focus directed towards your goals.

Use the Action Priority Matrix Whiteboard to prioritize tasks and maximize your time, abilities, resources, and talent most effectively.

Action Priority Matrix Whiteboard

Use the Action Priority Matrix Whiteboard to prioritize tasks and maximize your time, abilities, resources, and talent most effectively.

Company-wide meetings are vital to keeping communication open across the organization, and ensuring everyone is aligned and up to speed with individual and group targets. There's room to share information from updates to announcements about future agendas and encourage collaboration, clarity, and alignment.

All Hands Meeting

Company-wide meetings are vital to keeping communication open across the organization, and ensuring everyone is aligned and up to speed with individual and group targets. There's room to share information from updates to announcements about future agendas and encourage collaboration, clarity, and alignment.

Analysis template is a guideline in studying your competitors in the market. It has three diagrams namely Competition Diamond Canvas, Magic Quadrant and Comparison Matrix.

Analysis Framework Whiteboard

Analysis template is a guideline in studying your competitors in the market. It has three diagrams namely Competition Diamond Canvas, Magic Quadrant and Comparison Matrix.


Keeping track of your online analytics is essential to the growth and strategy of your business. Use this ClickUp Doc template to keep track of those important numbers!

Analytics Report

Keeping track of your online analytics is essential to the growth and strategy of your business. Use this ClickUp Doc template to keep track of those important numbers!

Other

This ClickUp 12-Week Plan Task Template will surely help you in managing your time efficiently and effectively through a structured method of planning the next twelve weeks of your life.

12 Week Plan

This ClickUp 12-Week Plan Task Template will surely help you in managing your time efficiently and effectively through a structured method of planning the next twelve weeks of your life.

The 5 Whys is a simple brainstorming tool that helps to identify the root causes of a problem. This template provides an easy way to get started by getting everyone thinking the same way, by asking “Why” until you narrow in on an issue or idea that you can focus your attention on.

5 Whys

The 5 Whys is a simple brainstorming tool that helps to identify the root causes of a problem. This template provides an easy way to get started by getting everyone thinking the same way, by asking “Why” until you narrow in on an issue or idea that you can focus your attention on.

The 5 Whys is a simple brainstorming tool that helps to identify the root causes of a problem. It is a great way to get everyone on the same page and focus your efforts on one key issue at a time. This template provides an easy way to get started by getting everyone thinking the same way, by asking “Why” until you narrow in on an issue or idea that you can focus your attention on.

5 Whys

The 5 Whys is a simple brainstorming tool that helps to identify the root causes of a problem. It is a great way to get everyone on the same page and focus your efforts on one key issue at a time. This template provides an easy way to get started by getting everyone thinking the same way, by asking “Why” until you narrow in on an issue or idea that you can focus your attention on.

An arrangement for the joint operation of a firm between two or more people is known as a 50/50 Limited Liability Company (LLC) Operating Agreement. The risks and obligations, as well as the expenses and earnings, are split equally between the partners. Aside from having equal rights and obligations, the partners also share equally in decision-making.

50/50 LLC Operating Agreement

An arrangement for the joint operation of a firm between two or more people is known as a 50/50 Limited Liability Company (LLC) Operating Agreement. The risks and obligations, as well as the expenses and earnings, are split equally between the partners. Aside from having equal rights and obligations, the partners also share equally in decision-making.

A 50/50 Partnership agreement is a binding contract between two parties that specifies how the partners shall run a company, their obligations, rights, and how profits and losses would be allocated. 

If you are looking for a template that formalizes your agreement with your business partner, use this ClickUp Doc template.

50/50 Partnership Agreement

A 50/50 Partnership agreement is a binding contract between two parties that specifies how the partners shall run a company, their obligations, rights, and how profits and losses would be allocated. If you are looking for a template that formalizes your agreement with your business partner, use this ClickUp Doc template.

The 75 Hard Wellness Challenge List Template provides guidelines for a 75-day challenge that develops your mental toughness and improves overall fitness.

75 Hard Wellness Challenge

The 75 Hard Wellness Challenge List Template provides guidelines for a 75-day challenge that develops your mental toughness and improves overall fitness.

ADDIE is a production process that aims to systematize the approach in the course development process. This is composed of the Analyze, Design, Develop, Implement and Evaluate stages.

ADDIE

ADDIE is a production process that aims to systematize the approach in the course development process. This is composed of the Analyze, Design, Develop, Implement and Evaluate stages.

Use this About Me List Template for Adults to describe who you are, where you are from (if that's important to you), where you reside, and what you do. Additionally, remember to include any images or videos of yourself that you wish to share.

About Me Template for Adults

Use this About Me List Template for Adults to describe who you are, where you are from (if that's important to you), where you reside, and what you do. Additionally, remember to include any images or videos of yourself that you wish to share.

Manage your sales records, income, invoices, predicted revenue, and more. Stay on top of accounts receivable and accounts payable so there's no more scrambling for late payments!

Accounting

Manage your sales records, income, invoices, predicted revenue, and more. Stay on top of accounts receivable and accounts payable so there's no more scrambling for late payments!

An activity list is a full list of activities that serve as the foundation for planning, estimating, starting, finishing, and controlling a project. In other words, it is another method of presenting a project plan. ClickUp got this Activity List template to help project managers and/or project management office heads (PMO) create an effective and efficient activity list.

Activity List

An activity list is a full list of activities that serve as the foundation for planning, estimating, starting, finishing, and controlling a project. In other words, it is another method of presenting a project plan. ClickUp got this Activity List template to help project managers and/or project management office heads (PMO) create an effective and efficient activity list.

PMO - Project Management

ClickUp provides a basic 2x2 Priority Matrix Whiteboard to help you organize your tasks according to their importance and priority level. This will assist your team or company allocate resources for the important ones.

2X2 Priority Matrix Whiteboard

ClickUp provides a basic 2x2 Priority Matrix Whiteboard to help you organize your tasks according to their importance and priority level. This will assist your team or company allocate resources for the important ones.

ClickUp provides a basic 2x2 Priority Matrix Whiteboard to help you organize your tasks according to their importance and priority level. This will assist your team or company allocate resources for the important ones.

2x2 Priority Matrix

ClickUp provides a basic 2x2 Priority Matrix Whiteboard to help you organize your tasks according to their importance and priority level. This will assist your team or company allocate resources for the important ones.


Spice up your project team's retrospective sessions with this creative Doc template. This format allows your team members to go in-depth with their project takeaways.

4Ls Retro

Spice up your project team's retrospective sessions with this creative Doc template. This format allows your team members to go in-depth with their project takeaways.

The 5 Whys is a simple brainstorming tool that helps to identify the root causes of a problem. It is a great way to get everyone on the same page and focus your efforts on one key issue at a time. This template provides an easy way to get started by getting everyone thinking the same way, by asking “Why” until you narrow in on an issue or idea that you can focus your attention on.

5 Whys

The 5 Whys is a simple brainstorming tool that helps to identify the root causes of a problem. It is a great way to get everyone on the same page and focus your efforts on one key issue at a time. This template provides an easy way to get started by getting everyone thinking the same way, by asking “Why” until you narrow in on an issue or idea that you can focus your attention on.

A 5x5 risk matrix is a particular kind of risk matrix that is graphically depicted as a table or grid and comprises 5 categories for probability (along the X axis) and impact (along the Y axis), all of which are ranked from low to high.

5x5 Matrix Whiteboard

A 5x5 risk matrix is a particular kind of risk matrix that is graphically depicted as a table or grid and comprises 5 categories for probability (along the X axis) and impact (along the Y axis), all of which are ranked from low to high.

Elevate your project management with ClickUp Brain! Effortlessly generate project descriptions, create action items, and more — making portfolio management a breeze.

AI Enhanced Project Portfolio

Elevate your project management with ClickUp Brain! Effortlessly generate project descriptions, create action items, and more — making portfolio management a breeze.

Creating an action plan is an effective way to manage your projects and keep your focus directed towards your goals.

Action Plan

Creating an action plan is an effective way to manage your projects and keep your focus directed towards your goals.

Creating an action plan is an effective way to manage your projects and keep your focus directed towards your goals.

Action Plan

Creating an action plan is an effective way to manage your projects and keep your focus directed towards your goals.

Use the Action Priority Matrix Whiteboard to prioritize tasks and maximize your time, abilities, resources, and talent most effectively.

Action Priority Matrix Whiteboard

Use the Action Priority Matrix Whiteboard to prioritize tasks and maximize your time, abilities, resources, and talent most effectively.

An Activity Report Template is a document that is used by a person or a company to list the outcomes of their projects, and other activities over a given period of time.

Activity Report

An Activity Report Template is a document that is used by a person or a company to list the outcomes of their projects, and other activities over a given period of time.

Personal Use

An Action Register lists and tracks the action items discussed during a previous and/or current meeting. This Action Register template provides a structure for creating a task for action items through ClickUp for project managers, secretaries, meeting note-takers, and other users needing a list of action items.

Action Register

An Action Register lists and tracks the action items discussed during a previous and/or current meeting. This Action Register template provides a structure for creating a task for action items through ClickUp for project managers, secretaries, meeting note-takers, and other users needing a list of action items.

Looking for the apartment of your dreams? Use this task template to score potential apartments and make sure that you find the perfect place to call home.

Apartment Hunting

Looking for the apartment of your dreams? Use this task template to score potential apartments and make sure that you find the perfect place to call home.

There’s a lot to take note when you're looking for an apartment. This user-friendly template will allow you to stay organized by having every information you need in one place.

Apartment Hunting

There’s a lot to take note when you're looking for an apartment. This user-friendly template will allow you to stay organized by having every information you need in one place.

With a clear view of upcoming tours, amenities, pros and cons, and more, you can quickly eliminate unsuitable apartments and be on the fast track to finding the perfect fit!

Apartment Search

With a clear view of upcoming tours, amenities, pros and cons, and more, you can quickly eliminate unsuitable apartments and be on the fast track to finding the perfect fit!

Planning a corporate rebranding project and want to ensure its success? This template project is one of the most effective and cost-efficient ways to rebrand your company, product or service. This Project Template will provide you with a full set of visual identity design elements for all purposes you need for effective rebranding.

Bucket List

Planning a corporate rebranding project and want to ensure its success? This template project is one of the most effective and cost-efficient ways to rebrand your company, product or service. This Project Template will provide you with a full set of visual identity design elements for all purposes you need for effective rebranding.

When your business experiences an unexpected disruption, a clear and comprehensive preventative business continuity plan can help you keep operations running smoothly and efficiently.

Business Continuity Plan

When your business experiences an unexpected disruption, a clear and comprehensive preventative business continuity plan can help you keep operations running smoothly and efficiently.

At ClickUp, we utilize a Calendar To Do List to keep track of all of your work hours, as well as your expectations and goals.  Use this as a quick snapshot of your weekly, bi-weekly, or monthly outlook so you can plan according to what is most suitable for your role at the time.

Calendar To Do List

At ClickUp, we utilize a Calendar To Do List to keep track of all of your work hours, as well as your expectations and goals. Use this as a quick snapshot of your weekly, bi-weekly, or monthly outlook so you can plan according to what is most suitable for your role at the time.

You've just discovered an amazing assortment of writing prompts (200+) that will supercharge your creativity and inspire your inner wordsmith like never before.

ChatGPT Prompts for Writing

You've just discovered an amazing assortment of writing prompts (200+) that will supercharge your creativity and inspire your inner wordsmith like never before.

Make sure you're right on track and check out these chore chart templates! This can both be your personal and family tool in building time management and organizational skills, boosts self-esteem, and encourages independence. Use them daily, weekly, or even monthly!

Chore Chart

Make sure you're right on track and check out these chore chart templates! This can both be your personal and family tool in building time management and organizational skills, boosts self-esteem, and encourages independence. Use them daily, weekly, or even monthly!

Keep your assignments organized, and plan for your future classes!  

With ClickUp, you can keep your class assignments, notes, planning, and more all in the same place!

Class Assignments

Keep your assignments organized, and plan for your future classes! With ClickUp, you can keep your class assignments, notes, planning, and more all in the same place!

Professional Services


This template allows easier timeline monitoring of activities for each project phase, ensuring all tasks and details are completed and documented.

Advanced Implementation Plan

This template allows easier timeline monitoring of activities for each project phase, ensuring all tasks and details are completed and documented.

This is the ultimate template for all agencies, especially a creative agency or marketing agency. It includes everything you need to manage your sales pipeline, project scoping, resource management, client onboarding, project delivery, change requests, client feedback, and more.

Agency Management

This is the ultimate template for all agencies, especially a creative agency or marketing agency. It includes everything you need to manage your sales pipeline, project scoping, resource management, client onboarding, project delivery, change requests, client feedback, and more.

Utilize a discovery call script as a road map to help them qualify leads over the phone. Use this agency/client discovery doc template to improve your call flow!

Agency/Client Discovery Doc

Utilize a discovery call script as a road map to help them qualify leads over the phone. Use this agency/client discovery doc template to improve your call flow!

A change management plan lays out methods and strategies for effecting change.

Change Management Plan Document

A change management plan lays out methods and strategies for effecting change.

The first phase in a change management process is submitting a change proposal. This document describes the nature and scope of a change and asks for approval to proceed with implementation. To help guide you with creating this document, ClickUp offers this template to you!

Change Proposal

The first phase in a change management process is submitting a change proposal. This document describes the nature and scope of a change and asks for approval to proceed with implementation. To help guide you with creating this document, ClickUp offers this template to you!

Change is an ongoing process that requires active management and supervision. How can you tell if your change management strategy is positioned for success? Use this checklist form to help you plan your approach to change management.

Change management Checklist

Change is an ongoing process that requires active management and supervision. How can you tell if your change management strategy is positioned for success? Use this checklist form to help you plan your approach to change management.

Tracking time is very important for companies who implement time-based salary for its employees. Use this Consultant Time Tracker template to help your organization keep track of the time worked by your consultants and the salary associated with the work.

Consultant Time Tracking

Tracking time is very important for companies who implement time-based salary for its employees. Use this Consultant Time Tracker template to help your organization keep track of the time worked by your consultants and the salary associated with the work.

A consultant offers expert assistance, counsel, or information in return for money, a consulting agreement is employed. To ensure that the consultant's best interests are protected, and to document agreement, use this ClickUp Doc template.

Consulting Agreement

A consultant offers expert assistance, counsel, or information in return for money, a consulting agreement is employed. To ensure that the consultant's best interests are protected, and to document agreement, use this ClickUp Doc template.

This project plan template is designed to help you organize, track and predict your business’s growth by making sure you meet all of its goals. This easy-to-use templates include a Gantt chart to set deadlines and calculate estimates, making it easier than ever to manage your workload.

Consulting Project Plan

This project plan template is designed to help you organize, track and predict your business’s growth by making sure you meet all of its goals. This easy-to-use templates include a Gantt chart to set deadlines and calculate estimates, making it easier than ever to manage your workload.

A document detailing a consultant's knowledge and recommendations on a particular topic is known as a Consulting Report. Use this template to come up with your best analysis and recommendations.

Consulting Report

A document detailing a consultant's knowledge and recommendations on a particular topic is known as a Consulting Report. Use this template to come up with your best analysis and recommendations.

Sales & CRM

This is the perfect way to track a user's latest activity, contacts, account renewals, and risks. With your playbook just a click away, account management will be a breeze!

Account Management

This is the perfect way to track a user's latest activity, contacts, account renewals, and risks. With your playbook just a click away, account management will be a breeze!

Effective account management includes both sustaining current opportunities and developing new business.  This template  offers an efficient approach to managing all of your accounts, notes, and follow ups in one location. You can focus on timelines and priority accounts with different views to choose from.

Account Planning

Effective account management includes both sustaining current opportunities and developing new business. This template offers an efficient approach to managing all of your accounts, notes, and follow ups in one location. You can focus on timelines and priority accounts with different views to choose from.

Company-wide meetings are vital to keeping communication open across the organization, and ensuring everyone is aligned and up to speed with individual and group targets. There's room to share information from updates to announcements about future agendas and encourage collaboration, clarity, and alignment.

All Hands Meeting

Company-wide meetings are vital to keeping communication open across the organization, and ensuring everyone is aligned and up to speed with individual and group targets. There's room to share information from updates to announcements about future agendas and encourage collaboration, clarity, and alignment.

The success of your business usually depends on a well-crafted sales strategy. With this, ClickUp got you this B2B Sales Strategy template to assist you in developing this very important document.

B2B Sales Strategy

The success of your business usually depends on a well-crafted sales strategy. With this, ClickUp got you this B2B Sales Strategy template to assist you in developing this very important document.

Have a clear overview of your employee incentive program using this Bonus Matrix template that ClickUp has stored for you!

Bonus Matrix

Have a clear overview of your employee incentive program using this Bonus Matrix template that ClickUp has stored for you!

Stay on top of all things client related.  This template allows you to track all activities for your clients in addition to documenting style guides and internal processes.

#brand management #clients #SOPs #style guide

Brand Management

Stay on top of all things client related. This template allows you to track all activities for your clients in addition to documenting style guides and internal processes. #brand management #clients #SOPs #style guide

A Business Development Action plan outlines your strategy for achieving growth objectives. Either a short-term or long-term focus is possible. As often as you can, review and modify your plan.

Business Development Plan

A Business Development Action plan outlines your strategy for achieving growth objectives. Either a short-term or long-term focus is possible. As often as you can, review and modify your plan.

Without any means of contact, connecting with many businesses in a given area might be stressful. You may learn more about a company and establish contact with them quickly by using the ClickUp Business Directory template.

Business Directory

Without any means of contact, connecting with many businesses in a given area might be stressful. You may learn more about a company and establish contact with them quickly by using the ClickUp Business Directory template.

Manage your leads, customer relationships, and sales pipeline all in one place with ClickUp.

CRM

Manage your leads, customer relationships, and sales pipeline all in one place with ClickUp.

Customer relationship management (CRM) is the foundation for building relationships with your prospects and customers. This lightweight and powerful CRM has everything you need to manage your sales pipeline, including tracking of leads, deals, accounts, and contacts. It helps you to qualify leads, win deals, and build relationships with your customers.

CRM

Customer relationship management (CRM) is the foundation for building relationships with your prospects and customers. This lightweight and powerful CRM has everything you need to manage your sales pipeline, including tracking of leads, deals, accounts, and contacts. It helps you to qualify leads, win deals, and build relationships with your customers.

Guide your team to a smooth transition from sales, client onboarding, to production. This template will provide a clear path and align your Sales and Production teams, ensuring a great customer experience.

Client Success Collaboration

Guide your team to a smooth transition from sales, client onboarding, to production. This template will provide a clear path and align your Sales and Production teams, ensuring a great customer experience.

Support

Company-wide meetings are vital to keeping communication open across the organization, and ensuring everyone is aligned and up to speed with individual and group targets. There's room to share information from updates to announcements about future agendas and encourage collaboration, clarity, and alignment.

All Hands Meeting

Company-wide meetings are vital to keeping communication open across the organization, and ensuring everyone is aligned and up to speed with individual and group targets. There's room to share information from updates to announcements about future agendas and encourage collaboration, clarity, and alignment.

The assumption grid is a type of decision-making tool that organizes ideas based on the level of certainty and risks associated with it.

Assumption Grid Decision Matrix

The assumption grid is a type of decision-making tool that organizes ideas based on the level of certainty and risks associated with it.

Squashing bugs and resolving defects is no easy feat, but ClickUp is tailor-fit to help Support, Engineering, and Product teams drive better visibility and collaboration. Drive cross-functional collaboration and deliver better products, faster, through the use of automated and tailor-fit workflows, custom intake Forms, flexible views, and more!

Bug & Issue Tracking

Squashing bugs and resolving defects is no easy feat, but ClickUp is tailor-fit to help Support, Engineering, and Product teams drive better visibility and collaboration. Drive cross-functional collaboration and deliver better products, faster, through the use of automated and tailor-fit workflows, custom intake Forms, flexible views, and more!

Log and monitor errors or bugs during software development using a Bug Tracking template. With a tracking system, the development team can easily and effectively manage, evaluate and prioritize issues accordingly.

Bug Tracking

Log and monitor errors or bugs during software development using a Bug Tracking template. With a tracking system, the development team can easily and effectively manage, evaluate and prioritize issues accordingly.

This is the perfect way to track a customers's latest activity, contacts, account renewals, and risks. With your playbook just a click away, account management will be a breeze!

Client Success

This is the perfect way to track a customers's latest activity, contacts, account renewals, and risks. With your playbook just a click away, account management will be a breeze!

Guide your team to a smooth transition from sales, client onboarding, to production. This template will provide a clear path and align your Sales and Production teams, ensuring a great customer experience.

Client Success Collaboration

Guide your team to a smooth transition from sales, client onboarding, to production. This template will provide a clear path and align your Sales and Production teams, ensuring a great customer experience.

The customer contact form list template provides a framework to utilize in obtaining information regarding a customer's concern and feedback on a certain circumstance.

Customer Contact Form

The customer contact form list template provides a framework to utilize in obtaining information regarding a customer's concern and feedback on a certain circumstance.

A customer journey map is a visual user guide Whiteboard that reveals your customers’ experiences with your brand, products and service across all  touch points. Important factors, such as pain points, actions, touch points, and more, are significant to enhance and develop your business processes.

Customer Journey Map

A customer journey map is a visual user guide Whiteboard that reveals your customers’ experiences with your brand, products and service across all touch points. Important factors, such as pain points, actions, touch points, and more, are significant to enhance and develop your business processes.

Tired of guessing what your customers really want? Use this Customer Needs Analysis Template of ClickUp and ensure the continuous improvement of your business.

Customer Needs Analysis

Tired of guessing what your customers really want? Use this Customer Needs Analysis Template of ClickUp and ensure the continuous improvement of your business.

This template provides the basic step-by-step process when onboarding a customer

Customer Onboarding

This template provides the basic step-by-step process when onboarding a customer

Ensure that your company understands what customers think about your support/services with the help of this Customer Satisfaction Survey template.

Customer Satisfaction Survey

Ensure that your company understands what customers think about your support/services with the help of this Customer Satisfaction Survey template.