How to Organize Design Work in ClickUp

ClickUp can serve as a single source of truth for every design role on your team, from UX researchers to brand designers. By setting up clear spaces, lists, and task templates, you can turn complex, multi-role design work into a manageable, repeatable workflow that keeps everyone aligned and on schedule.

The source article on types of design jobs explains how many disciplines contribute to a product. This how-to guide shows you how to translate those roles into practical, organized structures inside your workspace so you can manage every kind of designer in one place.

Plan Your Design Org Before Building in ClickUp

Before you create anything, map the design roles your team relies on. The source page outlines several common areas:

• UX and product design
• Graphic and visual design
• Brand design and marketing
• Motion, 3D, and product packaging
• Service and experience design
• Research and strategy

Use that list to decide how you will mirror the structure in ClickUp. The goal is to make it easy to see which work belongs to which specialty, while still allowing shared visibility across the full product lifecycle.

Step 1: Create Design Spaces in ClickUp

Start by creating one or more Spaces dedicated to design work. Think of Spaces as high-level containers for everything related to certain teams or functions.

Example ClickUp Spaces for Design Teams

• Product Design Space for UX, interaction, and product designers
• Brand & Marketing Design Space for visual, brand, and campaign work
• Creative Production Space for motion, 3D, packaging, and print assets

Inside each Space, configure defaults that match how designers actually work:

• Status sets such as Briefing, In Exploration, In Review, Approved, and Shipped
• Custom fields for design disciplines, priority, channels, and asset types
• Multiple views (Board, List, Calendar) so each role can see work in its preferred format

Step 2: Build Role-Based Lists in ClickUp

Lists in ClickUp help you separate different types of design jobs while keeping them inside a shared Space. Use Lists to represent ongoing workstreams for specific roles described in the source article.

ClickUp Lists for Product and UX Roles

• UX Research for interview studies, usability tests, and surveys
• Product Design for feature flows, wireframes, and prototypes
• Content Design for microcopy, in-app messaging, and help content

Each List can hold tasks for individual studies, flows, or copy projects, capturing both discovery and delivery work in one place.

ClickUp Lists for Brand and Visual Design

• Brand Systems for logos, typography, and design systems
• Campaign Assets for ads, landing pages, and social posts
• Print & Packaging for labels, physical collateral, and retail displays

These Lists mirror the disciplines covered in the original article, ensuring every designer’s work has a dedicated home that still stays connected to the rest of your product organization.

Step 3: Create Task Templates for Design Jobs in ClickUp

Task templates transform recurring design jobs into standardized, repeatable workflows. For each major role, define a template that includes checklists, subtasks, and attachments.

Product Designer Task Template in ClickUp

For a feature design task, include:

• Subtasks for discovery, concept exploration, and high-fidelity design
• Checklist items for stakeholder interviews, competitive reviews, and spec reviews
• Attachments for research summaries and wireframe files
• Custom fields for platform, complexity, and release milestone

Brand Designer Task Template in ClickUp

For a campaign or branding job, include:

• Subtasks for creative brief, mood boards, first concepts, and final art
• Checklist items for brand guideline review and legal checks
• Fields for target audience, channel mix, and required formats

Creating templates for each discipline ensures your design processes are consistent while still respecting the nuances of each role.

Step 4: Organize Research and Strategy Work in ClickUp Docs

UX researchers and strategists generate insights that influence every designer. ClickUp Docs give you a central, searchable library for this information.

• Create a Research Library Folder in your Product Design Space
• Store study plans, interview guides, and findings inside Docs
• Link Docs directly to relevant tasks so context is always one click away

Use tables, headers, and callouts inside Docs to standardize how insights are captured across multiple research studies and design teams.

Step 5: Set Up Cross-Functional Views in ClickUp

Because the source article highlights how many types of designers touch the same project, you need shared views that cut across roles and Lists.

Portfolio-Level ClickUp Views for Design Leaders

• A Master Board View that shows work from multiple Lists filtered by priority or team
• A Timeline View to see milestones for UX research, product design, and marketing design in one place
• A Workload View to balance assignments across all design job types

These views make it easier for design leadership to spot bottlenecks, redistribute tasks, and confirm that all specialties have the time and information they need.

Step 6: Automate Design Hand-offs in ClickUp

Hand-offs between designers, engineers, and marketers are critical. Use ClickUp automation features to reduce manual steps and prevent dropped work.

• Automatically change status when a task moves from exploration to review
• Assign reviewers when a task enters an approval status
• Post comments to notify engineering when design is finalized

For example, when a product design task moves to Approved, you can automatically tag implementation teams and add a due date for development to start.

Step 7: Track Feedback and Iteration in ClickUp

Every design job involves feedback, refinement, and sometimes full pivots. Use comment threads and custom fields to capture this context clearly.

• Keep all feedback in task comments instead of scattered in chat tools
• Use threaded replies to clarify decisions and alternatives
• Add custom fields for version, feedback round, and sign-off owner

This approach makes it easy to revisit the history of a design decision, especially on long-running product or brand initiatives.

Step 8: Review Performance Across Design Roles in ClickUp

Once work is flowing smoothly, configure dashboards to monitor the performance of every type of designer covered in the original article.

• Create charts for cycle time by List (e.g., UX Research, Product Design, Brand Systems)
• Track the count of tasks in Review to see where approval is backing up
• Monitor on-time completion per discipline to spot resourcing issues

Dashboards help you prove the impact of design while giving you the data needed to refine processes over time.

Next Steps and Further Resources

Using the detailed breakdown of disciplines in the types of design jobs guide, you can tailor Spaces, Lists, templates, and Docs in ClickUp for your exact team structure. Start small by mapping your current roles, then gradually introduce templates, automations, and dashboards.

If you need expert help planning information architecture, workflows, and SEO-ready documentation around your workspace, you can explore consulting services from Consultevo to extend your internal capabilities.

By mirroring each design job into clear structures, templates, and views, ClickUp becomes the operational backbone for your entire creative organization, from research to launch.

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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