How to Use ClickUp Pros and Cons Templates

ClickUp makes it easier to compare options objectively with ready-made pros and cons templates you can customize for any project, decision, or brainstorming session.

This how-to guide walks you through using these templates, from choosing the right layout to optimizing views, scoring, and collaboration so your team can reach better decisions faster.

Why Use ClickUp for Pros and Cons Lists

Before jumping into the steps, it helps to understand why a structured pros and cons template beats an informal list in a notebook or chat thread.

• Centralized: Keep every idea and risk in one organized workspace.
• Collaborative: Invite teammates to add pros, cons, and comments in real time.
• Traceable: Track who suggested what and how decisions were made.
• Scorable: Apply weights or scores instead of vague “good” or “bad” labels.

In a modern work environment, the biggest advantage of using ClickUp is that your pros and cons lists connect directly to tasks, projects, and other work artifacts.

Getting Started With a ClickUp Pros and Cons Template

The original article on pros and cons templates from the ClickUp blog shows how flexible these decision tools can be for everything from vendor selection to project planning. You can review it here: ClickUp Pros and Cons Templates.

To follow along, you should have a workspace and the ability to add a new Space, Folder, List, or Doc depending on which template format you choose.

Step 1: Choose the Right ClickUp Workspace Area

Your first decision is where your pros and cons template should live.

• Space-level: For strategic company- or department-wide decisions.
• Folder-level: For project portfolios or multi-project comparisons.
• List-level: For a single major initiative or decision.
• Doc-level: For free-form brainstorming and narrative explanations.

Open ClickUp and navigate to the most relevant Space or Folder so your future data sits close to related tasks and documents.

Step 2: Pick Your Template Style in ClickUp

The source page highlights that you can model pros and cons as simple tables, advanced matrices, or even priority scorecards. Inside ClickUp, the most common structures are:

• Task-based template: Each option is a task with custom fields for pros, cons, and scores.
• Table-style view: A List shown in Table View with columns for criteria, weights, and notes.
• Doc-based template: A ClickUp Doc with sections for each option and bullet lists of pros and cons.

Decide which format matches how your team already works. If you regularly use tasks and custom fields, the task-based template is usually best.

Building a Task-Based Pros and Cons Template in ClickUp

A task-based template is ideal when your team wants structure, reusable criteria, and clear scoring. Below is a straightforward approach to build it.

Step 3: Create a Dedicated List in ClickUp

1. In your chosen Space or Folder, click + New List.
2. Name it something like Pros and Cons – Key Decisions.
3. Add a short description so anyone opening the List knows it is designed for structured comparisons.

This List will become your reusable decision hub in ClickUp.

Step 4: Add Custom Fields for Pros and Cons

To transform a basic List into a pros and cons engine, configure custom fields.

1. Open the List and click Add Custom Field.
2. Create fields such as:
   • Pros (Text): Short summary of main advantages.
   • Cons (Text): Short summary of main disadvantages.
   • Impact Score (Number): Overall benefit level from 1–10.
   • Risk Score (Number): Overall risk level from 1–10.
   • Weight / Priority (Number or Dropdown): How important this option is compared to others.
3. Apply these custom fields to the entire List so every task uses the same structure.

Using custom fields in ClickUp keeps your pros and cons visible and sortable rather than buried in long task descriptions.

Step 5: Create One Task per Option in ClickUp

Now, you can add individual options as tasks.

1. Click + New Task for each option you need to compare.
2. Name each task clearly, for example, the vendor name, feature, or project title.
3. Fill in the Pros and Cons fields with short, clear statements.
4. Assign Impact, Risk, and Weight scores using a consistent scale.

When multiple teammates contribute, encourage them to use the same scoring interpretation so comparisons remain fair and objective in ClickUp.

Step 6: Visualize Results With ClickUp Views

One of the strengths of ClickUp is the ability to switch between views without losing data.

• Table View: See all options side-by-side, sorted by impact, risk, or priority.
• Board View: Group options into columns like “Top Choice,” “Maybe,” and “Eliminated.”
• List View: Focus on details with custom fields and comments easily visible.

By combining scores and views, your pros and cons template becomes a live decision dashboard instead of a static list.

Using a Doc-Based Pros and Cons Template in ClickUp

Sometimes you need a more narrative format with paragraphs, screenshots, or attachments. A ClickUp Doc is perfect for brainstorming or early discovery before you formalize scores.

Step 7: Create a ClickUp Doc for Qualitative Analysis

1. From the Docs area or within a List, choose New Doc.
2. Use headings like:
   • Option A – Pros
   • Option A – Cons
   • Option B – Pros
   • Option B – Cons
3. Add bullet lists for each section and attach relevant files, screenshots, or links.

Once discussion settles, you can transfer summarized pros, cons, and scores into your more structured ClickUp List.

Step 8: Collaborate and Comment in ClickUp

Whether you use tasks or Docs, collaboration is critical to reliable pros and cons analysis.

• Tag teammates in comments to get feedback on specific pros or cons.
• Assign comments as action items, such as “Validate pricing” or “Confirm integration support.”
• Track decisions by pinning a comment or updating a custom field like “Final Decision.”

These collaboration features turn ClickUp into a transparent decision log instead of a static template.

Best Practices for ClickUp Pros and Cons Templates

To get consistent value from your templates, apply a few best practices.

Standardize Your Scoring in ClickUp

Agree on a simple scoring model before you start:

• 1–3 = Low
• 4–7 = Medium
• 8–10 = High

Apply the same ranges to impact and risk scores so each option is evaluated fairly in ClickUp.

Align Pros and Cons With Project Goals

Each pro or con should tie back to a specific business goal, such as revenue, customer experience, or technical debt. Consider adding a custom field like Goal Category in ClickUp to label each task with the primary objective it affects.

Turn Decisions Into Actionable Work

Once you reach a decision, convert your pros and cons findings into concrete next steps:

• Convert the winning option into a detailed project or epic.
• Create subtasks for follow-up work uncovered during analysis.
• Link the decision List or Doc to the main project for context.

This ensures your ClickUp pros and cons template is tied directly to execution, not just discussion.

Scaling Your ClickUp Pros and Cons System

As your organization grows, you can turn your decision templates into a repeatable framework.

• Save your List as a template so future projects reuse the same fields and views.
• Clone Docs with predefined sections for recurring decisions.
• Integrate with other tools so data relevant to pros and cons (like costs or timelines) automatically syncs into ClickUp.

If you need broader workflow consulting or want to connect decision templates with advanced automation, services like Consultevo can help design and optimize your ClickUp setup across teams.

Next Steps

By setting up a structured pros and cons template in ClickUp, you give your team a central, consistent method for evaluating options. Start with a simple List or Doc, add the custom fields you need, and then refine your scoring and views as you learn what works best for your organization.

Over time, your ClickUp workspace becomes not only a place to manage tasks but also a living library of well-documented decisions you can reference on every new project.

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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