Track and Manage Projects Effectively With This ClickUp Template

Project management involves more than checking tasks off a list. And every project manager’s duties are unique to their team, company, or industry. Which is why it’s so important to have project management tools you can customize.

Our Project Management Template for ClickUp is exactly that. With it, you’ll track and manage your projects more effectively. And you can tailor it to how your people or business work best. Let’s take a look at this ClickUp template!

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Track projects from start to finish with custom fields

Let’s look at the big picture first. Projects are broken down into phases. From start to finish, you have planning and prep, execution, and wrap-up, for example. Moving a project from phase to phase (and keeping your team in the loop) is essential for good project management.

That’s one of the key features in our Project Management Template for ClickUp: project phases using custom fields.

We’ve set up common phases for you, but you can tailor them even further to your processes. You might break planning and prep down even further into resourcing and research, for example. Or break project wrap-up into a final report, a team meeting to reflect on the project, and so on.

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Look at key information listed in each phase

For each phase of your project, you’ll see a list of tasks included in that phase. (In List View, of course. Don’t forget, you can use other views if you prefer.) Each task is highly customizable.

For example, you can change a task’s task type to Milestone if you want to note a major accomplishment. Milestones have different icons so they’re easy to spot at a glance, too.

Other info you can see for each task in each phase includes:

• Assignee
• Start date and due date
• Status
• Priority
• Comments
• And more

ClickUp lays it all out for you so you never have to hunt for the information you need.

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Different views based on the info you need

We really love ClickUp for its different views! Everyone absorbs information differently and prefers to look at their work a certain way. ClickUp knows this, which is why you can view your tasks and projects multiple ways.

Here are the most helpful views you can use in this template and when they come in handy:

• List View: Simple and effective. Look at key information like assignee, due dates, and status in neat, left-to-right columns. You’ll probably use this if you like checklists and to-do lists.
• Gantt View: This view is useful if you want to see all the moving parts of a project and how they relate to each other. For example, if you move one task out a day, Gantt View will shift any others dependent on it forward as well.
• Workload View: If you use estimated times and track task times, Workload View can help you plan for your team based on capacity and availability.
• Calendar View: If you like to view tasks and projects based on due dates, Calendar View is your friend. (Psst: It’s our personal favorite!)

ClickUp offers more views than these four (you can see all of them in this blog), but for project management, we highly recommend these to start.

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Customize your project management processes with our ClickUp template

There are so many more pieces to the project management puzzle than tasks! As a project manager, you’ve gotta lead a team, achieve certain goals, use the right skills…all within budget and within deadlines, too.

You need a tool that meets your unique project management needs. Something that you can tailor to your team and business. It helps if the tool works with your favorite project management platform as well!

That’s what you get with our Project Management Template for ClickUp!

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