Power Up Your Productivity
with Ready-to-Use ClickUp Templates
Streamline Your Workflow with Templates Built by the OG ClickUp Consultant!
Proven, Scalable, and Time-Saving
Hi, I’m Yvi!
Since 2018, I’ve been helping entrepreneurs, small businesses, and corporations unlock their full potential with ClickUp.
As one of the platform’s first consultants — and the author of the go-to book “Mastering the Basics of ClickUp” — I know what it takes to create systems that scale. My templates aren’t just quick fixes; they’re carefully designed, tried-and-tested tools that follow all the lessons learned & best practices.
Here’s how they can transform your workflow:
Save Time with Ready-Made Templates
Stop spending hours setting up ClickUp from scratch! My templates are fully built-out and ready to use immediately, so you can focus on growing your business instead of troubleshooting setups.Scale Easily with Proven, Best-Practice Designs
These templates are crafted with scalability in mind. Whether you’re expanding your team or managing larger projects, you won’t need to start over — they’re designed to grow with you.Get Expert Guidance from a ClickUp Authority
Developed by someone who’s been a part of ClickUp’s journey from the early days, these templates incorporate the latest features and industry best practices. With me as your guide, you can be confident you’re using ClickUp the right way, right away.
ClickUp Templates
Template Bundles
everything you need to get started, templates included:
– Admin Space
– Company Hub
– Team Onboarding & Training
– Client CRM & Support
– Content Creation (SM, Newsletter, Blog, Community, Amazon Shopable)
everything you need as a Content Creator, templates included:
– Content Creation (SM, Newsletter, Blog, Community)
– Youtube Video Production
– Podcast Production
– Reels & Shortform Conten
– GDrive & Scheduling Automation Templates & Training
ClickUp Templates
Admin & Operations
Team Onboarding & Training
ClickUp Folder Template, incl. ClickUp Basics Training Videos
ClickUp Templates
Client & Customer Management
Client CRM & Customer Support
ClickUp Space Template
ClickUp Support Space
for your internal or external ClickUp build & support
ClickUp Templates
Marketing & Content
Podcast Production & Management
ClickUp Folder Template with Automations & Full Process
YouTube Video Production
ClickUp Folder Template with Automations & Full Process
Content Creation Folder Template
ClickUp Folder Template to manage your Social Media, Blog, Amazon Shoapable, Newsletter, and Community Posts
MAnage Your reels & ShortForm Content
ClickUp List Template to manage your Social Media Posts
LIve Show Management
ClickUp List Template with Automations & Full Process
ClickUp Templates
Finance & Budget Tracking
Budget & Profit First Allocation
ClickUp Folder Template
What Makes Ask Yvi's ClickUp Templates Different?
These aren’t just “set-it-and-forget-it” templates. They’re systems, thoughtfully designed to bridge the gap between tools and the humans running them.
Here’s the truth: we know who the competitors are. In fact, many of my current template users came to me after trying other solutions that simply didn’t work for them. Why? Because most templates on the market are missing the human element.
Most templates out there might look great on the surface, but they leave you to figure out the rest. They fail to account for the processes, the people, and the scaling needs of a business. That’s why so many users feel frustrated and stuck after implementing them.
Here’s why Ask Yvi’s ClickUp templates are different:
✅ More Than a Template — A Complete System with Training
Every template comes with a step-by-step course that guides you through:
- How to implement the ClickUp template effectively.
- The systems and workflows behind the template.
- How to leverage ClickUp’s automations to save time and reduce manual work.
You won’t just install a template — you’ll understand how it works and why it’s built the way it is.
✅ Empower Your Team for Success
The training isn’t just for you. It’s designed to involve your team, ensuring everyone understands their role in the process. Together, you’ll implement workflows that are seamless, efficient, and aligned with your business goals.
✅ Scalable for Growth
These systems grow with you. Whether you’re a solopreneur or managing a large team, my templates are designed to adapt to your evolving business needs. With built-in scalability, you can confidently implement processes that won’t break when your workload increases.
✅ Built with Human-Centric Processes
Most templates fail because they don’t account for the people behind the processes. My templates integrate human workflows and business needs, making them sustainable, flexible, and easy to adopt.
Using Ask Yvi’s ClickUp templates, you’ll have the clarity, confidence, and tools
to create a workflow that works for your business
— not just today but as it grows.
FAQs
workflows in ClickUp. These templates help you save time and ensure consistency by providing a structured starting point for your workspace.
Using a ClickUp template saved in your workspace is simple. Navigate to the settings area you want to apply your template to, click "Browse Templates," choose a template that suits your needs, and apply it.
ClickUp Templates eliminate the need to start from scratch, allowing you to focus on execution rather than planning. With ready-made workflows, task automations, and detailed project outlines, you can manage your time more effectively and boost team collaboration.
Yes, ClickUp templates are fully customizable. You can adjust task names, descriptions, assignees, due dates, and even the structure to meet your unique requirements. This flexibility makes templates an excellent tool for both personal and professional projects.
Absolutely. Once you’ve implemented a ClickUp Template, you can easily share it with your team. This ensures everyone is on the same page and working from a unified framework.
Small businesses can benefit from the ClickUp Quickstart Guide Bundle or the Client CRM & Customer Support Template, which streamline operations, improve client communication, and save valuable time.
To import a ClickUp Template, simply click the provided link in the training and follow the prompts to apply it to your workspace.
Before using a template, identify the workflow or process you want to optimize. Review the template’s structure and customize it as needed to match your business goals.
Yes! You can create and edit any custom ClickUp Template by setting up and adjusting your desired workflow in ClickUp and then saving it as a template. This is perfect for processes you use frequently.
Ask Yvi’s ClickUp Templates go beyond simple frameworks by offering a complete system with pre-built workflows, automations, and step-by-step training. They are designed to save time, improve productivity, and simplify your business processes.
ClickUp Templates stand out for their versatility and customization options. Unlike other tools, ClickUp offers an all-in-one platform where you can manage tasks, automate processes, and collaborate with your team—all tailored to your unique needs.
