How to Use ClickUp One-Pager Templates

ClickUp offers powerful one-pager templates that help you turn complex ideas into simple, shareable documents your whole team can understand fast.

This guide walks you through selecting, customizing, and sharing one-pagers so you always have a clear snapshot of your projects, products, and campaigns.

What Is a One-Pager in ClickUp?

A one-pager is a single-page summary that captures the most important details of a project, product, event, or campaign. In ClickUp, one-pagers are usually built with Docs, tasks, or whiteboards, then styled with headings, bullets, and visuals.

Common uses include:

• Project overviews for stakeholders
• Marketing campaign briefs and recaps
• Product requirement summaries
• Investor or client pitch snapshots
• HR and recruiting role briefs

Using ClickUp templates ensures these pages stay consistent, organized, and easy to maintain as details change.

Why Use ClickUp One-Pager Templates?

Templates in ClickUp give you a reusable structure so you do not start from scratch each time. This is especially useful when you need fast, standardized communication.

Key benefits include:

• Consistency: Every project summary follows the same format.
• Speed: Fill in prompts instead of designing layouts.
• Clarity: Teams see the same sections and know where to look for details.
• Collaboration: Live editing, comments, and tasks in one place.
• Scalability: Reuse the same ClickUp setup across clients, departments, or brands.

Step-by-Step: Create a One-Pager in ClickUp

Use this simple process to build a one-pager workflow inspired by the templates described in the ClickUp one-pager templates guide.

1. Choose the Right ClickUp Workspace Location

Start by deciding where your one-pager will live in ClickUp. This ensures your layout is easy to find and share.

1. Open your Space for the relevant team or client.

2. Create a new Folder or List for “One-Pagers” if you want a dedicated hub.

3. Decide whether you want your one-pager as a Doc, task, or whiteboard:

   • Doc: Best for written summaries and briefs.
   • Task: Best for one-pagers tied directly to execution work.
   • Whiteboard: Best for visual one-pagers and flows.

2. Start from a ClickUp One-Pager Template

Next, use a ready-made structure so you can focus on content instead of formatting.

1. Create a new Doc, task, or whiteboard.

2. Click the template icon or choose “Templates” in the creation menu.

3. Search for one-pager styles such as:

   • Project overview one-pager
   • Marketing summary one-pager
   • Product brief or PRD-style one-pager
   • Event or meeting recap one-pager

4. Apply the template to instantly load sections, headings, and prompts.

3. Add Core Sections to Your ClickUp One-Pager

Most effective one-pagers share a similar structure. Align your ClickUp template to include the essentials.

Common sections to include:

• Title & owner: The name of the initiative and who is responsible.
• Purpose or goal: One clear sentence explaining why this exists.
• Key metrics: The KPIs or success criteria.
• Scope and deliverables: What is in and out of scope.
• Timeline and milestones: Dates that matter.
• Stakeholders: Who needs to know, approve, or contribute.
• Risks & assumptions: Known issues and what you are assuming.
• Next steps: The immediate actions to move forward.

Edit your ClickUp template headings to match the type of one-pager you are building, then fill in short, scannable paragraphs or bullet points in each section.

4. Connect Tasks and Docs Inside ClickUp

A strong one-pager is more than a static document. ClickUp lets you link the summary to the work itself.

1. Add task links for major deliverables or milestones directly in the one-pager.

2. Use @mentions to reference team members, related Docs, or Lists.

3. Attach files, mockups, or decks so everything is accessible from one view.

4. If you are using a task as the one-pager, use custom fields for:

   • Status and priority
   • Start and due dates
   • Budget or effort estimates
   • Owner and secondary owner

By connecting details to work items in ClickUp, your one-pager becomes a live control center instead of a static PDF.

5. Collaborate and Get Feedback in ClickUp

Collaboration features help you refine and approve the one-pager quickly.

1. Invite peers and stakeholders to the Doc, List, or task.

2. Use comments on specific lines or sections to collect suggestions.

3. Turn important comments into tasks with assignees and due dates.

4. Use reactions or simple comment replies to confirm decisions.

This keeps all discussion inside ClickUp, instead of scattered across email and chats.

Recommended One-Pager Use Cases in ClickUp

Different teams can rely on ClickUp templates for a variety of one-pager formats.

Project One-Pager

For general project management, use a ClickUp Doc or task that summarizes:

• Project name and owner
• Objective and success metrics
• Scope, key milestones, and deadlines
• Core team and stakeholders
• Risks and mitigation plans

Link the one-pager to the main project List or Folder for easy access.

Marketing One-Pager

Marketing teams can store campaign briefs and recaps in ClickUp for quick stakeholder alignment.

Include:

• Audience and positioning
• Channels and tactics
• Messaging pillars and creative direction
• Budget and performance targets
• Post-campaign results and learnings

Product One-Pager

Product teams can make a ClickUp one-pager for new features or releases that covers:

• Problem statement
• Target users and use cases
• Solution overview and scope
• Dependencies and technical notes
• Release plan and rollout risks

This gives engineering, design, and stakeholders a quick reference instead of combing through long specs.

How to Keep Your ClickUp One-Pagers Up to Date

A one-pager must stay accurate to remain trusted. Set up a light maintenance routine in ClickUp.

1. Add a maintenance task or recurring reminder to review key one-pagers.

2. Pin critical one-pagers in a ClickUp view or use Favorites for quick access.

3. Use custom fields or tags to mark documents as “Draft,” “In Review,” or “Approved.”

4. Archive outdated one-pagers but keep them searchable for reference.

Advanced Tips: Scaling One-Pagers Across ClickUp

Once you have a layout that works, turn it into a reusable system.

• Create your own template: Save a polished one-pager as a custom ClickUp template for Docs, tasks, or whiteboards.
• Standardize naming: Use consistent prefixes like “1P – Project Name” so search is easy.
• Bundle with workflows: Pair one-pager templates with task templates, custom fields, and views.
• Train your team: Document how and when to create one-pagers so the whole organization uses them.

Next Steps

Set up your first one-pager using the approach above, then refine your structure based on feedback. Over time, your ClickUp workspace becomes a central source of truth for every critical summary, from projects and campaigns to product launches and events.

If you want expert help structuring workspaces and templates for project clarity, you can explore consulting options at Consultevo.

Use the ideas in this tutorial together with the examples from the official one-pager templates article to design a streamlined, repeatable documentation system your entire organization can trust.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

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