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Find the perfect template for any project, fully customizable to meet your team’s needs

Featured templates

Handpicked by by our success team for top performance

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 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

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

Done with inefficient meetings? We are too. That's why we created a solution to eliminate time wasted in meetings so that everyone can spend more time on what matters most. This template mirrors how Zeb Evans, ClickUp CEO, runs his executive team meetings. Use this template to run meetings or effectively leverage your executive assistant/chief of staff to keep everyone productive: from meeting, to execution, to followup.

Executive Meeting Template

Take a look behind the curtain at how ClickUp's marketing team uses ClickUp internally to manage all their marketing funnel planning. Use their very same process to manage your marketing processes. Includes a detailed Whiteboard and List for all your planning needs!

Integrated Campaigns

Quick start templates

Get up and running quickly with handcrafted templates for your use case

Quick Start templates are designed to help you get up and running with ClickUp faster. This one features management of a product roadmap, product backlog, reported bugs, agile software development using sprints or Kanban, retrospectives, and a team wiki to foster knowledge sharing. Boost productivity and drive successful product development!

Quick Start: Product Management

Quick Start templates are designed to help you get up and running with ClickUp faster. This one features management of job postings, candidate tracking, new hire onboarding, performance reviews, an example employee handbook, and a team wiki to foster knowledge sharing. Enhance HR processes and cultivate a thriving workplace!

Quick Start: People Operations

Quick Start: Marketing

Quick Start templates are designed to help you get up and running with ClickUp faster. This one features strategic planning to align goals, a project portfolio to track progress, an example project for reference, and a team wiki to foster knowledge sharing. Get your projects on track efficiently and achieve success!

Quick Start: Project Management

Quick Start templates are designed to help you get up and running with ClickUp faster. This one features a vision board and several lists to manage personal goals, tasks, learning activities, purchases, and contacts. It also includes personal docs like a journal and notes. Take charge of your life, stay productive, and achieve personal growth effortlessly!

Quick Start: Personal Use

Quick Start templates are designed to help you get up and running with ClickUp faster. This one features client account management, scoping requests, a project portfolio to track progress, an example project for reference, and a team wiki to foster knowledge sharing. Simplify your workflow and deliver exceptional client experiences!

Quick Start: Client Services

Free forever with 100MB storage