ClickUp templates aren’t just for saving time — they’re one of the simplest ways to bring consistency, speed, and structure to South African businesses of any size. At Kodah, we’ve hand-curated and tested our favourite templates, refining each one to help agencies, SMEs, and teams unlock serious productivity.
Here’s what makes these templates so effective — and how they can revolutionise your workflow overnight.
1. Client Onboarding Template
Perfect for agencies, consultants, and service-based businesses, this template formalises every step of the onboarding journey — from enquiry and contracts to project kick-off and task assignment.
Each new client receives a smooth, repeatable experience, minimising errors and improving satisfaction.
2. Social Media Campaign Planner
No more juggling content calendars, assets, and deadlines across multiple tools. With this planner, your campaigns, creative briefs, approvals, and publishing dates all live in one place.
It’s a lifesaver for marketing teams who want to deliver faster and stay perfectly aligned.
3. Website Development Template
Ideal for creative, IT, or web development teams, this template covers everything — milestones, design drafts, feedback, QA, and final handoff.
Every detail is captured, ensuring on-time launches and seamless client communication from start to finish.
4. Sales Pipeline Template
Track leads, proposals, deals in progress, and closed deals — all from one central visual dashboard.
This template keeps your pipeline organised, ensures no leads slip through the cracks, and helps boost conversion rates through improved visibility.
5. Employee Onboarding Template
Streamline HR processes by consolidating new starter checklists, equipment requests, welcome packs, and training plans.
The result? Smooth transitions, better compliance, and happier new employees from day one.
Why These Templates Work So Well
✅ Automate Repetitive Work: Pre-built automation and task structures save hours of manual setup so your team can focus on meaningful work.
✅ Ensure Consistency: Every project starts with the same proven structure — no more guessing or reinventing the wheel.
✅ Easy to Customise: Kodah tailors each template to your business needs, adding fields, team roles, or automations at the click of a button.
✅ Boost Collaboration: Centralised workflows reduce confusion and make hand-offs seamless, especially for hybrid or remote teams.
✅ Better Reporting: Integrated dashboards provide real-time insights into progress, profitability, and compliance.
Advanced Tips for Power Users
Kodah’s experts can take templates even further — adding dynamic snippets, approval flows, automation rules, and embedded documentation to create scalable systems that grow with your business.
Whether you’re managing agile projects or maintaining HR compliance, Kodah’s customised templates give your team a structure that truly works.