ClickUp Roles and Responsibilities RACI Matrix Template

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The RACI (Responsible, Accountable, Consulted, Informed) matrix is ​​a simple framework for defining roles and responsibilities in a project or team.

Imagine your accounting department preparing for the annual audit. With multiple parties involved—such as the CFO, auditors, and the finance team—it’s crucial to keep roles clear. ClickUp’s Roles and Responsibilities RACI Matrix Template simplifies this process.

For example, the CFO is “Responsible” for ensuring that the audit runs smoothly, while the CFO is “Responsible” for compiling financial reports. External auditors should be “Consulted” for compliance checks, and the HR department may need to be “Informed” about financial records relating to employees.

With the RACI matrix view, everyone knows their specific role, which prevents overlaps or malaysia whatsapp number data omission of tasks.

As tasks progress through statuses like Open or In Progress, the entire team stays aligned, ensuring smooth collaboration and avoiding delays in workflow.

Ideal for : Organizations and departments that need to clearly define roles and responsibilities.

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Also read: Understanding Accountable vs. Accountable RACI

5. ClickUp RACI Planning Template
ClickUp RACI Planning Template
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ClickUp RACI Planning Template

Like the previous template, the ClickUp RACI Planning Template also helps with role delegation and accountability, but there’s a catch! It’s intended for beginners working on cross-functional projects.

Imagine you are planning a corporate event: the event coordinator is responsible for logistics, the CFO is responsible for the budget, and the HR team needs to be informed of any staffing needs.

Or think about launching a marketing campaign: the content creator is responsible for writing the materials, while the creative director oversees the visual elements and the legal department must be consulted to ensure regulatory compliance.

You can use the Board view of the template to assign tasks to team members and view the Gantt chart to monitor progress.

Ideal for: Beginners who manage cross-functional projects and need to define roles, responsibilities, and accounts in a structured, easy-to-understand format.