10 Project Management Templates for Teams and Organizations This Year
Are you looking for effective ways to manage projects within your team or organization? Aside from project management apps, you’ll also need a guide or starting point to help you get started. Luckily, there are many project management templates available that can help streamline processes and keep everyone on the same page.
Whether you’re in charge of numerous projects across multiple groups or managing just one initiative with a handful of people, these 10 simple yet powerful project management templates will provide the clarity needed to ensure success this year.
From comprehensive Gantt charts to task lists to resource plans – we have it all! Read on as we walk through 10 essential project management templates every team or organization should use now.
1. ClickUp’s Project Management Framework Template(Editor’s Pick)
This Project Management Framework template by ClickUp is a guideline for initiating and managing projects. It includes sections for defining project goals, tasks, milestones, timelines, and resources. The template also provides features such as priority levels, task dependencies, progress tracking, team collaboration, and communication tools to ensure efficient project management. Using this framework can help project managers streamline their workflows and optimize their team's productivity. Overall, ClickUp's Project Management Framework Template is a valuable resource that simplifies the project management process for teams of any size.
Main Elements of this Project Management Framework Template
ClickUp’s Project Management Framework Template includes:
- Users may add a section where to define and track their project goals and milestones
- Framework for various aspects of project management from cost management to
- Organization for tasks and sub-tasks that need to be completed in order to achieve the project goals
How to Use This Template
Highly effective teams can use the Project Management Framework Template to manage and organize projects and tasks.
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 your team to your Workspace to start collaborating.
Take advantage of the multiple views to visualize deliverables in different categories.
- Use Calendar View to manage your publishing timeline and keep track of deadlines or delays.
- With the Workflow Kanban Board, you can easily view the progress of each asset.
- With the Channel Kanban Board, sort each asset by the channel in which it’s published.
Try the Template
Get started with ClickUp’s Project Management Framework Template for free, no credit card required
2. ClickUp Agile Project Management Template
Agile teams and project managers can use ClickUp’s Agile Project Management template to help their team streamline their workflow and optimize productivity. This ClickUp template is designed to help you manage projects using the agile methodology. The template comes with eight pre-built ClickApps that can be customized to fit your project's unique needs.
Main Elements of this Agile Project Management Template
- Eight different ClickApps (tools that can be customized in ClickUp) are designed to help you organize your backlog, manage workload, and collaborate with your team
- Pre-built custom statuses to help you keep track of where tasks are in-progress, blocked, completed, and more
- Over 30 statuses to keep everything organized in a detailed manner
Try the Template
Get this Agile Project Management template for free
3. ClickUp Project Management Space Template
This Project Management Space template from ClickUp is designed to help project managers, program managers, and portfolio managers keep all of their activities in one place. Utilize ClickUp’s Space to create a centralized location for all aspects of your project, including tasks, goals, timelines, and team members. ClickUp's Project Management Space Template provides a comprehensive set of features that help you manage your projects and teams efficiently and effectively.
Main Elements of this Project Management Space Template
- Provides a set of pre-built task lists tailored for project management, such as "To-Do," "In Progress," and "Done."
- Allows you to create custom fields specific to your project's needs
- Integrates seamlessly with other tools like Google Drive, Dropbox, and Slack to streamline your workflow
Try the Template
Complete your ClickUp Workspace with this free template
4. ClickUp Project Management Folder Structure Template
Keep projects organized, on track, and running smoothly with this Project Management template featuring a folder structure. This is a simple, yet effective, way to organize your project files and documents. By using this template, you can save time and ensure that your team members can easily access the files they need to complete their tasks.
Main Elements of this Project Management Folder Structure Template
- Provides a consistent naming convention for folders and files, making it easy to find documents and files quickly
- Set Milestones in ClickUp to keep everyone on track and ensure that all deadlines are met
- Use 8 different custom attributes such as Date Reviewed, Department, Notes, Progress, Resource Type, and more to save vital information about projects and easily visualize project data
Try the Template
Get this Project Management Folder Structure Template from ClickUp
5. ClickUp Budgeted Project Management Template
Manage and track the progress of a project using ClickUp’s Numbers Project Management template. This template enables you to plan, track, and control project costs in real time. The template provides predefined expense categories, such as labor, materials, travel, and miscellaneous. You can also create custom expense categories specific to your project needs.
Main Elements of this Budgeted Project Management Template
- Custom fields to add granular details such as cost, budget, project phase, and more
- Use collaboration tools like comments, tags, and file sharing to achieve effective communication among team members
- Make data-driven decisions and optimize your workflow
Try the Template
Get this Budgeted Project Management template from ClickUp here
6. ClickUp Construction Project Management Template
ClickUp’s Construction Project Management Template can help construction firms and builders of all sizes manage their operations through a single platform. The template is equipped with pre-built views, custom fields, milestones tracking, and comments, among other features to make construction project management more efficient. The goal of the template is to assist managers, site managers, and other team members in organizing tasks, setting deadlines, and monitoring the progress of construction projects throughout the project lifecycle.
Main Elements of this Construction Project Management Template
- Over 30 custom statuses properly manage and keep track of all actionable items in a construction project
- Use ClickApps to create custom fields, custom statuses, and custom workflows specific to project requirements
- Use Gantt View for a timeline-based visualization of tasks and dependencies
Try the Template
Handle any construction project with this template from ClickUp
7. ClickUp Legal Project Management Template
Companies with internal law teams or firms can use ClickUp’s Legal Project Management Template manage their projects and cases with ease. The template provides a centralized platform where all stakeholders can collaborate, share files, and track progress throughout the project lifecycle. It includes features such as custom fields, custom workflows, task dependencies, and milestone tracking. With ClickUp Legal Project Management Template, legal professionals can manage tasks more efficiently, assign work to team members, set deadlines, and monitor the progress of each task in real-time. Overall, ClickUp Legal Project Management Template is designed to make legal project management more organized, effective, and transparent.
Main Elements of this Legal Project Management Template
- Track key milestones in their legal projects, such as court dates or deposition deadlines, and set reminders to ensure that they meet these milestones
- Set dependencies between tasks, ensuring that tasks are completed in the correct order
- Create custom workflows to automate and standardize processes for handling legal matters
Try the Template
Complete your workspace with this Legal Project Management template
8. ClickUp Simple Project Management Template
ClickUp’s Simple Project Management template is the perfect system for breaking down big projects into linear action items, but keeping track of those tasks requires top-tier organization. The template provides an intuitive interface where teams can organize tasks, set deadlines, and track progress in real-time. It includes features such as custom fields, custom workflows, task dependencies, and milestone tracking. The template's flexibility and ease of use make it a suitable choice for teams of any size or industry.
Main Elements of this Simple Project Management Template
- Pinned Read Me Doc to learn more about utilizing the Gantt chart
- Visualize your entire project from start to finish
- Track and monitor task progress in each phase
Try the Template
Get ClickUp’s Simple Project Management Template here
9. Excel Project Timeline Template
The Excel project timeline template is designed to help project managers work efficiently by providing an intuitive interface where they can organize tasks, set deadlines, and track progress in real-time. Using the template, project managers can create schedules, assign tasks, and track the status of each task easily. They can also set dependencies between tasks to ensure that tasks are completed in the correct order.
Main Elements of this Template
- Choose a different color for the bars in the timeline via a drop-down box in the Color column
- Group tasks within a project timeline is by key organization function, such as Marketing, Design, Testing, Manufacturing, Finance, Sales, Quality Assurance, Legal, etc
- Edit the milestone labels and dates via the data table
Try the Template
10. Word Simple Project Plan Template
This Simple Project Plan Template is a user-friendly and easy-to-use document that project managers can employ to collate all the necessary project-related information at their fingertips in one place. This Simple Project Plan Template is customizable, allowing project managers to tailor it to their specific project needs. They can add or remove sections based on the complexity of their projects to ensure that all relevant information is captured.
Main Elements of this Template
- Company details section has the company name, address, location, zip code, email address, and contact person’s name
- Project Details section has specifics like the project’s name, location, deliverables, scope, start, and end date
- Includes every relevant detail that project managers need to understand their project’s progress
Try the Template
Best Tips to Manage Your Project Management Template
Managing your project management template requires careful planning, effective communication, and attention to detail. By following these tips, you can maximize the effectiveness of your project management template and successfully manage your projects.
The project management template is a starting point for your project, but it's important to customize it to fit your specific needs and requirements. Adjust the fields, columns, and rows to ensure that all essential information is captured and tracked.
Setting realistic deadlines for each task is crucial for effective project management. Ensure that deadlines are achievable and considerate of potential delays or issues that may arise during the project lifecycle.
Assigning tasks clearly to team members ensures that everyone knows their responsibilities and what is expected of them. It also helps to avoid confusion and misunderstandings.
Monitor progress regularly to ensure that the project stays on track. Use the project management template to track task completion, milestones, and deadlines, and make adjustments as needed.
Effective communication is key to successful project management. Ensure that everyone involved in the project is aware of progress, changes, and potential issues.
Project Management Templates and Tools From ClickUp
When it comes to project management, consider using project management software like ClickUp to automate tasks, streamline communication, and centralize project information. It has all the project management and collaboration tools and functions to help you implement a project management strategy in place and help you reach your project goals. Sign-up for a free account today!
