From work-related tasks to doctors appointments and family dinners, youve got a lot going on.
More often than not, these responsibilities pile up, leaving you overwhelmed and stressed out.
ClickUp provides a solution to this problem by offering a customizable digital space for your personal and work projects.
While ClickUp is already useful, you’re able to improve the experience by adding templates.
There are multiple variations of agile project management, but they can seem quite complex to a novice.
ClickUps agile project management template helps with project planning by providing a clear workflow.
The template also makes collaboration easier since team members can communicate by commenting on individual tasks.
Multiple types of views help you manage and visualize your projects in different ways.
For each task, the template provides pre-built statuses including in-progress, completed, and so on.
2.Schedule Blocking Template
ClickUps schedule blocking template helps you stay on top of your schedule.
you could keep track of meetings, reservations, events, and more.
The template follows the time-blocking method of scheduling.
Or you might create your task in theActivitiescategory by filling out the required fields.
While the template provides you with pre-built fields such asactivity key in(work, leisure, etc.
And the number one personal finance habit is to start budgeting.
Personal budgeting lets you visualize your spending habits.
Becoming aware of your spending patterns helps you make better financial decisions and cut off unnecessary expenses.
Keeping a personal budget prevents you from overspending and lets you plan for paying off debt or early retirement.
The stage is set for all your budgeting needs.
All you need is to start filling in.
To add budget items, click thenew taskoption.
you’ve got the option to change the status of the budget items.
But you’ve got the option to add more columns according to what you need.
Like other ClickUp templates, the personal budget template also has multiple viewing options, includingbudget by categoryandcalendar view.
4.Services Timesheet Template
ClickUps timesheet template is a handy tool for both freelancers and service-based businesses.
The daily timesheets will then be reviewed and approved by the project manager.
The project manager can view the daily timesheet forms of all the employees in theemployee summary listview.
Details of each entry can also be viewed by clicking on the entry.
Upon review, the status (approved,reviewing,on hold, etc.)
of each entry can be changed if needed.
In the board view, the timesheet entries are categorized on the basis of their status.
From here, the project manager can easily drag and drop the entries into a different status group.
If the hourly rate or the working hours are changed, the total pay of the employee changes automatically.
The template is based on David Allens Getting Things Done (GTD) framework.
All of your mental clutter goes into the “in list” or theopencategory of the template.
you’ve got the option to then review each entry in theopencategory.
If the item is actionable, you’ve got the option to add it to theto-docategory.
see to it to go through the guide before using the template to fully grasp its various features.
Once you get the hang of it, you might customize the template to better suit your needs.