How to Use ClickUp Agile Templates Step by Step

ClickUp makes it easy to roll out agile processes with ready-made templates you can customize for your team. This how-to guide walks you through selecting, setting up, and using these templates to plan sprints, manage backlogs, and keep agile work flowing smoothly.

The examples and flows below are based on the agile template options shown in the official ClickUp agile templates overview.

Why Use ClickUp Agile Templates

Agile templates in ClickUp give you a complete starting point so you do not need to build boards and workflows from scratch. They include pre-configured views, statuses, custom fields, and task structures tailored for scrum and other agile flavors.

Using these templates helps you:

Standardize how your team plans and tracks work
Move faster from idea to execution
Visualize priorities in lists, boards, or timelines
Measure progress across sprints and releases

Getting Started With ClickUp Agile Templates

You can add an agile template to a Space, Folder, or List depending on how you organize your workspace. The core process is the same.

Step 1: Choose the Right ClickUp Agile Template

From the templates described on the source page, you will typically see several agile-focused options. While names and details can evolve, most fall into these categories:

Scrum or agile software development templates for product and engineering teams
Kanban-style agile templates for continuous delivery and flow-based work
Product roadmap and release planning templates for long-term visibility
Project or program management templates that adapt agile to cross-functional initiatives

Pick the template that best matches your team type, such as software development, marketing, or operations.

Step 2: Add the ClickUp Template to Your Workspace

Once you pick a template, add it to the correct level in your hierarchy.

Open the Space or Folder where you want the agile system to live.
Start the template import flow.
Select the agile template you want to use.
Review which views, statuses, and fields will be created.
Confirm to apply the template.

After this, you should see new Lists, views, and fields that match the agile layout from the original template.

Step 3: Adjust ClickUp Statuses for Your Workflow

Agile templates in ClickUp usually ship with ready-made statuses that map to stages like backlog, in progress, review, and done. Tailor them to match your team’s process.

To tune statuses, follow a simple sequence:

Review all existing statuses in the template.
Remove stages you never use to keep views clean.
Rename stages so they match your team’s language.
Add missing statuses, such as “Ready for QA” or “Blocked” if your flow needs them.

Keep statuses focused and meaningful so boards and reports stay readable.

Building Your Backlog in ClickUp

Once the template is in place and statuses are tuned, you can start building a structured product backlog.

Step 4: Create Epics and User Stories

Most agile templates in ClickUp are designed to support different task types, often using custom fields, task tags, or hierarchy.

Use this pattern:

Create epics as high-level tasks or Lists that group related work.
Break epics into user stories or detailed tasks.
Add acceptance criteria in the task description or a checklist.
Capture story points or effort using custom fields included in the template.

This structure makes it easy to track progress on both epics and underlying stories.

Step 5: Prioritize the Backlog With Agile Views

Agile templates in ClickUp often include multiple pre-built views:

List view for ranked backlogs and detail work
Board view for drag-and-drop kanban style planning
Timeline or Gantt views for longer-term planning
Workload or dashboard views for monitoring team capacity

Use filters and sorting to order tasks by priority, story points, or due dates. A common flow is:

Open the main backlog List view from the template.
Sort by priority or a custom field like business value.
Group by status so you see backlog versus ready work.
Flag high-impact tasks with a label or priority field.

Planning Sprints With ClickUp

The agile templates described on the source page are built to support repeatable sprint planning.

Step 6: Create a Sprint Container

Depending on the specific ClickUp template, sprints might be represented as separate Lists, tasks, or a combination of both.

A typical setup is:

Each List equals one sprint, or
Each sprint task contains a start and end date with linked tasks.

Use the pattern that the template suggests so your views and reports work as intended.

Step 7: Move Stories Into the Sprint

Once you define a sprint, pull in the right amount of work:

Open your prioritized backlog in List or Board view.
Filter for tasks that are ready for development.
Estimate each task using story points or effort fields.
Drag tasks into the sprint List, or assign them to the sprint via a custom field.

Ensure the workload for each team member looks balanced when you review the sprint plan.

Step 8: Use ClickUp Views During the Sprint

Agile templates in ClickUp normally include views tailored to daily execution, for example:

Team board: shows work by status, ideal for standups
My work or assignee views: filters tasks per team member
Burndown-style reports or dashboards: show progress against the sprint scope

Update task statuses frequently so these views reflect real progress for everyone.

Running Agile Ceremonies in ClickUp

With agile templates in place, you can use ClickUp to organize core ceremonies across the sprint.

Daily Standups

To run focused daily standups:

Open the main sprint Board view from the template.
Go column by column through statuses such as “In Progress” and “Review”.
Have each team member walk through their tasks, blockers, and next steps.
Capture follow-up actions as new tasks or comments directly in the board.

Sprint Reviews and Demos

At the end of each sprint:

Filter the sprint view to show completed tasks.
Walk through shipped features using the task descriptions and attachments.
Gather stakeholder feedback in comments or dedicated feedback tasks.
Log new ideas directly into the backlog List using the same agile template structure.

Retrospectives

Many agile teams use ClickUp tasks to run retrospectives:

Create a retro task or List at the end of each sprint.
Add subtasks or comments for “What went well”, “What did not”, and “Actions”.
Assign follow-up items and include them in your next sprint planning.

Customizing ClickUp Agile Templates for Your Team

The power of these agile templates is that you can adapt them without breaking their core structure.

Key Elements You Can Customize

For each template, review and adjust:

Custom fields: such as story points, risk level, or component
Views: add new filters or groupings and hide unused ones
Automations: move tasks or update fields based on status changes
Permissions: decide who can edit, create, or only view agile tasks

Make changes gradually so the team can adapt without confusion.

Improving Your Agile Workflow Beyond ClickUp

Once you have agile templates configured and running in ClickUp, you can refine your broader processes with expert advice and tooling.

For additional optimization of your agile workflows, integrations, and documentation, you can explore consulting and implementation guidance from partners such as Consultevo.

Next Steps

Using agile templates in ClickUp gives you a structured, repeatable way to manage backlogs, plan sprints, and track progress. Start by selecting the template that best reflects your team’s work, then customize statuses, views, and fields so the system mirrors your actual process.

As your team gains experience, iterate on your ClickUp setup the same way you iterate on your product: small, focused improvements sprint after sprint.

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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