Dealing with information overload can be a challenge for businesses when it comes to communicating key policies, product details, and announcements to employees, clients, or the general public. However, conveying a ton of information without making things complicated is not always easy.
Before you know it, you may find yourself drowning in a sea of data. 🚣🌊
Information sheet templates are like life-saving buoys when you need to tackle information overload. They help you capture the essence of what you want to say, whether it’s about your company, products, or projects, and present it to your audience without losing track! 🎵
We will explore the 10 best free information sheet templates to streamline different types of information and present them to different audiences. Discover their features to find the option that best matches your communication goals.
What is an Information Sheet Template?
An information sheet template is a concise document that presents key information about your organization, product, project, employees, or company guidelines. To be effective, you need to give it an appropriate structure, but creating an information sheet from scratch is usually a time-consuming mental task. 😵💫
Information sheet templates are fundamental frameworks that help you identify and condense essential information into just a few pages or understand key indicators. They are typically designed for specific target audiences, such as potential investors, partners, clients, or employees.
For example, some information sheets for presenting products or services help convey all the details a potential customer needs to know before making a purchase.
What Makes a Good Information Sheet Template?
A good information sheet template should be:
- Brief and Simple: Information sheets should not be too long to capture the attention of your readers.
- Visually Attractive: It allows you to integrate visual elements such as images, tables, graphs, and diagrams to make information clear, appealing, and understandable.
- Clearly Structured: It comes with defined sections and informative headings highlighting the areas you need to address.
- Flexible: It has customizable features (such as adjustable headers and sections) so that you can tailor it to your specific needs or branding requirements.
10 Free Information Sheet Templates to Use in 2024
Choosing the right information sheet template depends on your target audience and goals, whether it’s to present a new product or announce changes in company policies.
Discover our top 10 templates on ClickUp and Word and choose the one that will best convey your message. 📨
1. ClickUp Information Sheet Template
Effectively presenting vital information about a product is essential for generating revenue. That’s where the ClickUp information sheet template comes into play, helping you bridge the gap between your product and its target customers. 🌉
This beginner-friendly template provides everything you need to showcase your product and ensure that the reader finds all the relevant information about it in one place.
Create a comprehensive overview of the product by combining neat text blocks and attractive visuals. Present the specifications, facts, and features of your offering by categorizing them into the following predefined sections:
- Product Name
- Slogan
- Brief description of product usage
- Key features
- Product photos
- Offered variations and/or customizations
- Important product steps
- Contact information
- Partners
- Social media profiles
Customize, add, or remove sections as needed to promote the value of your product and convert readers of the information sheet into customers.
You can use the settings menu to control the appearance of your information sheet: change the font, spacing, page width, and other typographic elements to align the document with your brand and goals. The menu also allows you to monitor word choice and reading time to ensure that your information sheet is concise and easily understandable for your audience.
Task creation and assignment within the information sheet template are quick and straightforward, aiding seamless collaboration within your team. You can set up independent tasks within the template or link it to other tasks or documents.
2. ClickUp Infographic Template
If you’re looking for a more versatile framework for your information sheet, the ClickUp infographic template (also known as Infographic Whiteboard) is an excellent choice. Think of it as a blank canvas for organizing your ideas and making information more easily understandable through visuals. 💡
This template can assist you during the ideation process, helping shape your ideas before transforming them into a customized and visually appealing information sheet. Like most ClickUp whiteboards, it’s ideal for any goal requiring deep thought and decision-making.
Use the template to develop information sheets for brand guidelines, marketing plans, prototyping—practically anything you can think of! 🤔
Despite its flexibility, you or your teammates don’t need to be artists or creativity gurus to use this template. Thanks to its fantastic features and tools, anyone can easily visualize their ideas and bring concepts to life. 🎨
Use colors, freehand shapes, photos, and other styling tools to make the information sheet unique! Here are some example elements you can add or adjust:
- Project or product details
- Company logo
- Website maps
- Shapes
- Post-its
- Text
- Mind maps
- Images
- Links
- Tables
- Charts
This template is also helpful for tracking project progress and illustrating it with infographics such as company timelines, organizational charts, and project phases. Visualizing your project’s status reduces the time needed to onboard new team members and improves overall productivity.
3. ClickUp Brand Guidelines Template
If you’re looking for a way to quickly present your brand to stakeholders, the ClickUp brand guidelines template is a perfect fit. It allows you to describe your company or product in a condensed and visually captivating manner.
This type of information sheet can also serve as an internal guide, giving new and existing employees a clear idea of how you conduct business and how you present your company to the public. It outlines your brand-building strategy and ensures that everyone is on the same page, making it a valuable tool for office management. ⚒️
You can also use the template as an employee handbook, print it and keep it in the office, or share it digitally.
The information sheet template comes with carefully designed sections that leave no room for uncertainties. You have everything you need to establish clear guidelines for your brand’s story, mission, and design choices. Some fundamental elements of the template include:
- Your company
- Your mission
- Brand logo
- Logo usage guidelines
- Do’s and Don’ts
- Color palette
- Typography
You can customize and adjust each of these elements to create a unique brand presence. If you want to refresh an old brand, the template becomes a valuable resource to gather past accomplishments and use them to forge a fresh and revitalized identity.
4. ClickUp Policy Note Template
Policy changes within a company can have a significant impact if not executed properly. 👊
Fortunately, you can prevent employees from feeling lost or overwhelmed by using the ClickUp policy note template. This practical information sheet template guides you in creating the perfect note to present and implement changes in your organization without causing confusion and chaos. 🤯
This template is versatile and can adapt to practically any policy. For example, if you want your employees to work in the office instead of remotely. Here’s how the template’s five sections facilitate a smooth transition:
- Header: This is where you’ll add administrative details and the document’s main theme.
- Summary: Summarize why working from home is an issue and introduce the main idea behind returning to the office.
- Context: This section helps you provide more context about the issue’s cause and significance and support your claims with evidence, such as low productivity or declining revenue.
- Recommendation: Present the solution and detailed steps for its implementation. For example, you can ask your employees to make the change gradually to minimize resistance.
- Call to Action: Explain the concrete steps the employee needs to take after reading the note to ensure compliance.
5. ClickUp Employee Note Template
Not all communications with employees revolve around stressful policy changes. The ClickUp employee note template helps educate and inform your employees about general topics such as strategies, team-building activities, task lists, and policies.
The information sheet template follows a proven format that promotes hierarchical and cross-departmental communication. ☎️
The template is perfect for beginners as it doesn’t offer complex options and allows you to focus on your objective. You can create a professional note within minutes by filling in the following six standard fields:
- Department
- To
- From
- Subject
- Body of the note
- Category
The category field allows you to mark your note with an intention, such as Urgent, Announcement, Action Required, and Attention Needed. You also have the option to add a PDF instead of the note’s body.
Depending on the note, you can create tasks, subtasks, and checklists, and track their status with just a few clicks. These notes can be excellent self-discipline tools and encourage your employees to stay organized and consistent.
6. ClickUp Executive Note Template
The ClickUp executive note template is ideal for communicating important plans, strategies, and events to employees without intimidating them, which is often the case with executive notes! ☢️
The entire template is by default divided into three sections. The first two are tables with fields for administrative details such as the subject, order number, and recipients. The last section is reserved for the message you want to communicate, forming the core of the template. 🥩
Like all ClickUp templates, this one is highly customizable. You can modify tables, remove or add elements as needed, add comments and icons, and even create links to documents or tasks.
You can also adjust the font to perfectly match your preferred typography.
Although the template gives you the freedom to create long and engaging notes, try to limit them to one or two pages. You need to be clear and concise, a few paragraphs at most for optimal delivery.
7. ClickUp Photo Directory Template
Want to showcase your employees on your website? The ClickUp photo directory template can help. With this simple and beginner-friendly template, you can present your employees to the public or have their information easily accessible for future use.
The template allows you to create an information sheet containing your employees’ details, roles, and portraits. By default, you can add the following information for each team member:
- Photo
- Name
- Position
- Department
- Contact
- Email address
Given the template’s nature, you’re not limited to plain boring facts! If your company culture encourages individuality, you can add new fields and reveal interesting facts about your employees to add a personal touch to each record.
You can also illustrate each member directory with corresponding emojis to create a playful atmosphere! 😍
You can play with shapes, fonts, and colors to make your directory unique and ensure it harmonizes with your website’s design. Adding new members to the directory is a breeze—simply use the blank record on the left of the template and start editing!
8. ClickUp Newsletter Template
A newsletter is an excellent way to promote your business or share upcoming news and activities with employees, investors, or clients. Whatever your goal, the ClickUp newsletter template can help you achieve it.
This customizable information sheet template provides the basics for creating an informative, appealing, and aesthetically pleasing newsletter. The template allows you to start with a ClickUp whiteboard to conceptualize your newsletter. You can add live tasks and documents to the board and see the final product come together piece by piece! 🧩
With this template, newsletters can have a professional and creative appeal at the same time! You’re in control—choose which elements to add or highlight, select color palettes, experiment with shapes, and add links, photos, and videos. Everything you need to make the newsletter interesting to the intended readers!
The whiteboard’s toolbar is always available on the screen, but the template also offers many keyboard shortcuts to facilitate working on large-scale newsletter projects. You can add reminders, save clips, and track time spent on the template for efficient time management. ⏲️
9. Microsoft Word Information Sheet Template by TemplateLab
The Microsoft Word information sheet template by TemplateLab aims for a clean look and covers only essential information, allowing the reader to grasp the essence of your company in an instant. It can be customized to contain the necessary information for onboarding new employees or presenting your company to new investors and partners.
This Word template enables you to gather your company’s information into different categories, including:
- Quick Facts
- Management
- Primary
- Secondary
- Core Values
The template is straightforward but offers a familiar feel as many people are used to working with Word. Most users know how to navigate alignments, color schemes, and available fonts and use them to highlight specific data. In addition to being easy to edit, the template is available on multiple platforms and can be converted into PDF and PowerPoint formats.
10. Microsoft Word Project Management Template by Sample Templates
Managing multiple projects can be overwhelming. Without careful attention, it’s easy to fall behind or miss a crucial detail that could impact your business’s revenue, reputation, or customer relationships. The Microsoft Word project management template by Sample Templates makes the project management process easier by allowing you to track your projects using different views. 🔎
This template is primarily designed for SharePoint users. To use it, you need to obtain the Project Web App (the app is not compatible with all browsers). Once you’ve linked it to your project server, you can create a Project Center that serves as a project information sheet.
With this template, you can track a project’s status, create tasks, and ensure that all team members are on the same page when it comes to the workflow. You get a tabular view by default, but you can also switch to a Gantt chart or other views. Most views help you track a project’s progress (in percentage) and check if it adheres to the baseline schedule.
Information Sheet Templates – Connect the Dots Easily!
Use the free information sheet templates from this list to create practical sheets that perfectly balance functionality and aesthetics. Whether you’re creating a work statement document or an internal note, these templates are your perfect allies for delivering the right message to the right audience, every time! Explore the topics of the article on Crawlan.com.
