4.9/5
'Cut our delivery time in half.' - Prospactive Agency
Free AI-Powered Project Management Template Reduces Project Delivery Time By 50%
Free AI-Powered Project Management Template Reduces Project Delivery Time By 50%
Turn messy client requests into clean briefs, routed tasks, approvals, and weekly visibility in one place. Designed for growing companies with recurring client work and multiple teammates.
Turn messy client requests into clean briefs, routed tasks, approvals, and weekly visibility in one place. Designed for growing companies with recurring client work and multiple teammates.
4.9/5
100% Free to Use
4.9/5
100% Free to Use
ClickUp is trusted by over 20 million users worldwide
ClickUp is trusted by over 20 million users worldwide
You also get two bonus templates
Your guaranteed, Two extra
Bonus Templates
Besides cutting your project time in half, let’s also provide you with a complete operating system enhanced by AI so you can manage your sales, create marketing plans, and increase your revenue with a single tool.
You also get two bonus templates
Besides cutting your project time in half, let’s also provide you with a complete operating system enhanced by AI so you can manage your sales, create marketing plans, and increase your revenue with a single tool.
01.
Sales pipeline and
follow ups
Sales pipeline and
follow ups
Track leads, handoffs, and next steps without losing context. Built for teams with account.
01.
Sales pipeline and follow ups
Track leads, handoffs, and next steps without losing context. Built for teams with account.
02.
Sales & Marketing Plan
Sales & Marketing Plan
Plan launches and experiments, assign owners, and keep execution connected to delivery capacity.
02.
Sales & Marketing Plan
Plan launches and experiments, assign owners, and keep execution connected to delivery capacity.
4.9/5
100% Free to Use
4.9/5
100% Free to Use
AI that keeps client delivery moving
AI that keeps client
delivery moving
AI that keeps every
project moving
Use AI to turn information into action faster, reduce admin work, and keep the team aligned when requests and feedback come in all day.
Use AI to turn information into action faster, reduce admin work, and keep the team aligned when requests and feedback come in all day.
Plans, assigns, and updates automatically
Start with a proven delivery flow. Spin up tasks from a brief, assign owners, create next steps, and keep statuses consistent so the team executes instead of chasing updates.
Plans, assigns, and updates automatically
Start with a proven delivery flow. Spin up tasks from a brief, assign owners, create next steps, and keep statuses consistent so the team executes instead of chasing updates.
Plans, assigns, and updates automatically
Start with a proven delivery flow. Spin up tasks from a brief, assign owners, create next steps, and keep statuses consistent so the team executes instead of chasing updates.
Turns conversations into action
Pull next steps out of calls, comments, and client feedback. Create tasks with owners and due dates so decisions turn into delivery.
Turns conversations into action
Pull next steps out of calls, comments, and client feedback. Create tasks with owners and due dates so decisions turn into delivery.
Turns conversations into action
Pull next steps out of calls, comments, and client feedback. Create tasks with owners and due dates so decisions turn into delivery.
Find anything in seconds
Search projects, files, and docs in one place and get the context you need fast, even when work spans multiple clients and teammates.
Find anything in seconds
Search projects, files, and docs in one place and get the context you need fast, even when work spans multiple clients and teammates.
Find anything in seconds
Search projects, files, and docs in one place and get the context you need fast, even when work spans multiple clients and teammates.
4.9/5
100% Free to Use
4.9/5
100% Free to Use
If your projects feel chaotic, it is not your team. It is the system.
If your projects feel chaotic, it is not your team. It is the system.
your project management is
broken, here's the fix
Disconnected tools create rework, missed details, and slow approvals. This template unifies intake, execution, and visibility so delivery becomes predictable.
Disconnected tools create rework, missed details, and slow approvals. This template unifies intake, execution, and visibility so delivery becomes predictable.
The old way
The old way
Requests arrive in email, Slack, and DMs
Requests arrive in email, Slack, and DMs
Requests arrive in email, Slack, and DMs
Briefs are incomplete, so work starts messy
Briefs are incomplete, so work starts messy
Briefs are incomplete, so work starts messy
Approvals happen everywhere, so feedback loops never end
Approvals happen everywhere, so feedback loops never end
Approvals happen everywhere, so feedback loops never end
Reporting takes too long, so leaders lack real visibility
Reporting takes too long, so leaders lack real visibility
Reporting takes too long, so leaders lack real visibility
The new way
AI Assist
Standardized intake that routes work to the right list and owner
Clear stages for production and approvals so nothing stalls
Dashboards that show workload and client status at a glance
Simple automations that remove follow ups and busywork
The new way
AI Assist
Standardized intake that routes work to the right list and owner
Clear stages for production and approvals so nothing stalls
Dashboards that show workload and client status at a glance
Simple automations that remove follow ups and busywork
The new way
AI Assist
Standardized intake that routes work to the right list and owner
Clear stages for production and approvals so nothing stalls
Dashboards that show workload and client status at a glance
Simple automations that remove follow ups and busywork
4.9/5
100% Free to Use
4.9/5
100% Free to Use
Teams ship faster with a clearer system
Teams ship faster with
a clearer system
Teams ship faster with a
clearer system
Here’s what users say after installing the template and running real work through it.
Here’s what users say after installing the template and running real work through it.
4.9/5
'Cut our delivery time in half.' - Prospactive Agency
"Using this template in ClickUp has been excellent. It streamlines project management, improves team communication, and is easy to learn."
Christian
CEO & Founder
"Using this template in ClickUp has been excellent. It streamlines project management, improves team communication, and is easy to learn."
Christian
CEO & Founder
"Using this template in ClickUp has been excellent. It streamlines project management, improves team communication, and is easy to learn."
Christian
CEO & Founder
"After using the template, we fell in love with ClickUp and its AI features. It makes teams work more efficiently and allows us to manage our operations from one place."
Nidar
CEO & Founder
"After using the template, we fell in love with ClickUp and its AI features. It makes teams work more efficiently and allows us to manage our operations from one place."
Nidar
CEO & Founder
"After using the template, we fell in love with ClickUp and its AI features. It makes teams work more efficiently and allows us to manage our operations from one place."
Nidar
CEO & Founder
"I started with the template and was surprised by how flexible ClickUp is. We now use it as our CRM, bug tracker, project manager, and resource hub, and it does all of them really well."
Mark
CEO & Founder
"I started with the template and was surprised by how flexible ClickUp is. We now use it as our CRM, bug tracker, project manager, and resource hub, and it does all of them really well."
Mark
CEO & Founder
4.9/5
100% Free to Use
4.9/5
100% Free to Use