Top 100 Clickup Templates
Staying organized and productive is easier when you have the right tools—and ClickUp templates make it effortless. Whether you’re managing…
Aug 18, 2025
Top 100 Clickup Templates
Sep 02, 2025
Staying organized and productive is easier when you have the right tools—and ClickUp templates make it effortless. Whether you’re managing complex projects, planning marketing campaigns, onboarding new hires, or tracking personal goals, ClickUp offers pre-built templates that save time and streamline workflows. Instead of starting from scratch, you can jump right into execution with ready-to-use templates designed for every team and industry.
In this guide, we’ve curated the Top 100 ClickUp Templates that professionals, businesses, and individuals rely on to boost efficiency. From project management and marketing to HR, design, software development, and personal productivity, these templates will help you plan smarter, collaborate better, and achieve results faster.
Marketing Templates
1. ClickUp Marketing Campaign Management Template
This template helps you plan, track, and manage marketing campaigns from ideation to execution with timelines, goals, and reporting.
Best For: Marketing teams, campaign managers, digital strategists
2. ClickUp Marketing Plan Template
A complete framework to organize marketing goals, strategies, and action items—perfect for aligning teams on quarterly or yearly plans.
Best For: Startups, marketing planners, small business owners
3. ClickUp Content Marketing Plan Template
Streamline your content strategy by planning topics, assigning deadlines, and tracking content distribution across platforms.
Best For: Content marketers, editors, content strategists
4. ClickUp Email Marketing Template
Plan, schedule, and track the performance of your email campaigns with custom fields for CTR, open rates, and conversions.
Best For: Email marketers, CRM specialists, digital teams
5. ClickUp Marketing Report Template
Easily build performance reports, track KPIs, and present marketing results with customizable dashboards and reporting fields.
Best For: Marketing managers, analysts, reporting teams
Creative & Design Templates
6. ClickUp Creative & Design Template
Streamline your creative and design projects by managing ideas, assets, and timelines all in one place with customizable statuses, fields, and views.
Best For: Creative directors, designers, marketing teams
7. ClickUp Graphic Designers Kanban Board Template
Visualize and track your design tasks—from concept to final delivery—using a drag-and-drop Kanban board with custom fields for client, priority, and deadline.
Best For: Graphic designers, freelance creatives, design teams
8. ClickUp Design Board Template
Organize, visualize, and share design ideas with your team using a collaborative board that supports images, videos, and all creative assets.
Best For: Visual designers, ideation teams, creative collaborators
9. ClickUp Creative Project Plan Template
Plan, manage, and monitor creative projects through structured tasks, phases, deadlines, and views like timeline and progress boards.
Best For: Creative project managers, teams running campaigns or branding projects
10. ClickUp Creative Brief Whiteboard Template
Kick off creative projects with a clear, collaborative whiteboard to capture objectives, strategies, timelines, and expectations. Perfect for briefing stakeholders.
Best For: Project leads, creative strategists, marketing planners
Engineering & Product Templates
11. ClickUp Engineering Project Charter Template
This template provides a clear roadmap with defined objectives, scope, deliverables, milestones, and resource allocation—ideal for launching complex engineering projects.
Best For: Engineering teams, project leads, technical project managers
12. ClickUp Engineering Project Gantt Chart Template
Visualize timelines, task dependencies, and project milestones in a Gantt chart to keep engineering projects on track and transparent.
Best For: Engineering managers, schedulers, teams managing deadlines
13. ClickUp Product Roadmap Template
Map out the product development lifecycle—from ideation through to launch—at a glance, enabling collaboration across product, engineering, and stakeholder teams.
Best For: Product managers, PM teams, cross-functional leaders
14. ClickUp Product Design SOP Template
Standardize your product design workflows—from ideation and prototyping to review—ensuring consistency and process efficiency across design teams.
Best For: Design ops, product designers, UX teams
15. ClickUp Product Requirements Document (PRD) Template
Capture a product’s who, what, why, and how in one document—keeping engineering, design, and product teams aligned throughout the development lifecycle.
Best For: Product managers, business analysts, engineering leads
Finance & Accounting Templates
16. ClickUp Accounting Kanban Board Template
This template helps accounting teams visualize workflows—budgeting, payroll, reporting—all via an intuitive Kanban board with custom statuses and fields.
Best For: Accounting teams, finance administrators, controllers
17. ClickUp Finance Management Template
A comprehensive space for tracking budgets, expenses, financial planning, and performance using rich custom statuses and multiple views like Calendar and List.
Best For: Finance managers, controllers, small business owners
18. ClickUp Finance KPI Tracking Template
Track and monitor key financial metrics—like revenue, expenses, profitability—with clear status labels and custom fields to visualize performance at a glance.
Best For: CFOs, financial analysts, finance teams
19. ClickUp General Ledger Template
Capture and manage debits and credits across accounts—streamlines your general ledger operations with clean structure and reporting.
Best For: Accountants, bookkeeping professionals, finance teams
20. ClickUp Accounting Operations Template
Consolidates sales, expenses, payments, and operations into one folder—rich visuals and fields keep financial tasks under control.
Best For: Accounts teams, finance operations managers, bookkeepers
HR & Recruiting Templates
21. ClickUp People Operations Template
A comprehensive hub for all HR tasks—from recruiting and hiring to onboarding, 1:1s, engagement, and performance reviews.
Best For: HR teams, people ops professionals, HR managers
22. ClickUp Recruiting & Hiring Template
Manage your entire hiring process in one tidy folder—track job postings, candidate progress, interview evaluations, and application forms.
Best For: Recruiting teams, hiring managers, HR departments
23. ClickUp New Hire Onboarding Template
Ensure new hires are well-equipped from day one with a structured checklist covering necessary preboarding tasks.
Best For: HR onboarding specialists, team leads
24. ClickUp Employee Onboarding Template
Guide new employees through their first days, weeks, and even the first 90 days—providing structure, introductions, and task tracking.
Best For: HR teams, direct managers, onboarding leads
25. ClickUp Recruitment Strategy Document Template
Build proactive hiring plans with this strategy-focused doc—outline goals, track progress, and measure recruitment success.
Best For: HR strategists, talent acquisition leads, recruitment planners
IT Templates
26. ClickUp IT Security Template
Track and prioritize IT security projects and initiatives with clarity—from compliance to risk mitigation to asset protection.
Best For: Security teams, IT auditors, compliance officers
Manage tasks with custom statuses (Open, Closed), fields like Asset Type and Security Function, and grouped views.
27. ClickUp IT Service Management (ITSM) Template
Easily visualize and manage IT service delivery—incidents, requests, documentation, and tickets—all in one structured workspace.
Best For: IT teams, service desk managers, operations coordinators
Streamline communication, track incident progress, and standardize responses with custom statuses, fields, and views.
28. ClickUp IT Roadmap Template
Map your IT initiatives from planning to execution—achieve alignment between stakeholders, resources, and timelines.
Best For: IT managers, operations planners, strategic leads
Includes Project Lobby, Priority Initiatives, Team Bandwidth, and more, organized by comprehensive statuses.
29. ClickUp IT Support Template
Manage support tickets and user requests efficiently—track status, assign to the right team member, and resolve issues fast.
Best For: IT support teams, help desks, customer service departments
Everything centralized—from ticket intake to resolution—enhancing visibility and improving response times.
30. ClickUp IT Project List Template
Consolidate and track all IT projects in one list—monitor progress, deadlines, priorities, and team involvement at a glance.
Best For: IT project managers, tech leads, program managers
Offers Project Summary, Process, Calendar, and Getting Started Guide views with multi-stage status tracking.
Operations Templates in ClickUp
31. Customer Profile Template
Capture and manage customer data effectively with fields for contact info, preferences, and engagement history, ideal for operations teams focusing on client-centric processes.
Best For: Customer success teams, operations analysts, CRM managers
32. Work Instruction Template
Standardize step-by-step instructions for any operation task. Great for training, onboarding, and ensuring consistent process execution.
Best For: Training teams, operational leads, process documentation specialists
33. Bill of Lading Template
Manage and document shipping logistics with this structured template—ideal for operations involving transport, warehousing, or logistics documentation.
Best For: Logistics managers, supply chain coordinators, shipping teams
34. Time Study Table Template
Track and analyze time spent on tasks to optimize efficiency and productivity. Perfect for operations aiming to streamline work cycles or improve workflows.
Best For: Continuous improvement teams, operations analysts, process optimization leads
35. General Database Template
Set up a flexible database to manage structured data—such as inventory lists, vendor directories, or equipment logs—within ClickUp.
Best For: Operations teams, admin specialists, data managers
Project Management Templates
36. ClickUp Project Management Framework Template
This all-in-one solution brings structure and clarity to managing projects—ideal for teams needing foundational consistency.
Best For: Project managers, teams managing multiple projects, strategic planners
37. ClickUp Project Management Schedule Template
Plan and visualize your project timelines clearly—from start to finish—with customizable statuses and multiple view options.
Best For: Scheduling-focused project managers, coordinators, planning teams
38. ClickUp Project Management Playbook Template
Create a comprehensive roadmap for your projects—organize tasks, goals, and timelines to ensure consistent execution across the board.
Best For: PMOs, project leads, and teams managing complex initiatives
39. ClickUp Project Management Spreadsheet Template
Track deliverables and progress using a spreadsheet-style layout—great for teams that prefer structured, list-based overviews.
Best For: Spreadsheet fans, project coordinators, managers needing granular task tracking
40. ClickUp Project Management Dashboard Template
Get an at-a-glance visual overview of your project’s status, budget, workload, and progress via dashboards.
Best For: PMs overseeing multiple projects, stakeholders, team leads
Personal Use Templates
41. Bill Organizer Template
Easily track bills, due dates, and amounts to stay on top of your finances.
Best For: Individuals managing recurring payments or household expenses.
Built for simplicity and budget clarity.
Get this Template
42. Daily Log Template
Capture and journal your day-to-day activities, tasks, and notes in one central log.
Best For: Anyone wanting to document daily progress, thoughts, or routines.
Great for reflection and productivity tracking.
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43. Personal Budget Template
Gain control over your finances: track income, expenses, savings goals, and spending all in one place.
Best For: Budget-conscious users managing personal finances
44. Weekly Checklist Template
Plan your week at a glance, including priorities, to-dos, and weekly goals neatly organized.
Best For: Weekly planners, project trackers, and individuals focusing on weekly progress.
Excellent for recurring routines and time-blocking.
45. Yearly Goals Template
Set, track, and measure your long-term ambitions and goals across the year using visuals and task breakdowns.
Best For: Strategic planners aiming for yearly success and achievement.
Perfect for visioning and progress tracking.
Professional Services Templates
46. Work Order Template
Standardize how tasks are assigned and tracked across services with structured work orders.
Best For: Service managers, operations teams, client delivery coordinators.
47. Go to Market Strategy Template
Plan and execute product or service launches with coordinated timelines, tactics, and responsibilities.
Best For: Strategic teams, marketing professionals, service-based product launches.
48. Customer Journey Map Template
Visualize customer touchpoints from awareness to post-service engagement to improve service experience.
Best For: CX strategists, consultancies, client-facing teams.
49. Simple Process Map Task Template
Create clear flowcharts for any process—ideal for mapping service delivery pipelines or workflows.
Best For: Operations planners, service designers, process improvement teams.
50. Work Package Services Template
Organize service deliverables into packages with timelines, tasks, and ownership—great for modular service structures.
Best For: Project leads, service managers, agencies packaging offerings.
Sales & CRM Templates
51. Sales CRM Template
Track sales activities, monitor customer interactions, and manage prospects with powerful statuses, custom fields, and multiple data views.
Best For: Sales teams needing structured CRM workflows
52. Quick Start: Sales & CRM Template
A ready-to-go starter template that helps you manage leads, deals, accounts, contacts, plus includes a team wiki to foster collaboration.
Best For: Teams new to ClickUp looking for an all-in-one sales setup
53. Sales Tracker Template
Track individual and team performance in real-time with intuitive dashboards—ideal for managing quotas and sales activity.
Best For: Sales managers and reps who need data-driven insight into performance trends.
54. Sales Pipeline Template
Visualize your sales funnel from lead to close using multiple statuses (like Up for Renewal, Demo, Onboarding), automation, and views like Box and List for rich tracking.
Best For: Sales teams optimizing lead flow and conversion tracking
55. Simple CRM Template
An easy-to-use CRM that organizes customer profiles with List and Table views, helping you track status changes using automations for better follow-ups.
Best For: Users seeking a clean, straightforward CRM for managing contacts
Support Templates
56. Customer Support Template
A comprehensive ticketing system that helps manage incoming support requests efficiently with multiple statuses, custom fields, and views to streamline prioritization and resolution.
Best For: Customer service teams that want consistent, organized, and scalable support workflows.
57. Help Desk Template
A modern help desk setup for handling customer complaints, requests, and queries—featuring a centralized system for tracking support tickets with status tracking and priority management.
Best For: Help desk teams needing a structured, intuitive system to improve response times.
58. Customer Service Management Template
Organize clients, feedback, and ticket priorities in an efficient workflow using list, board, form, and doc views—centralizing customer support visibility and collaboration.
Best For: Customer support reps or teams who handle tickets, documents, and feedback across multiple channels.
59. Support Ticket Form Template
A form-based template that streamlines ticket intake—capture user inquiries systematically, track statuses, and use custom views and fields for structured support management.
Best For: Teams that want to centralize support form submissions directly into task workflows.
60. Customer Contact Form Template
Gather customer feedback, inquiries, and contact details with ease—supports views like Getting Started, Process, and Contact Summary for streamlined tracking.
Best For: Support or marketing teams looking to collect and organize customer input, feedback, or requests.
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