How to Build a Fact Sheet in ClickUp

ClickUp helps you organize every detail of your fact sheets so you never have to wrestle with scattered Google Docs or outdated downloads again. This step-by-step guide shows you how to turn any fact sheet template into a living, collaborative workspace that is easy to update and share.

Instead of copying the same file over and over, you will create a reusable workflow that keeps your project facts accurate, consistent, and accessible to your entire team.

Why Use ClickUp Instead of Static Fact Sheet Templates

The original article shows many fact sheet templates you can copy into Google Docs or Sheets. Those are useful for quick one-off documents, but they have clear limitations when you manage multiple products, clients, or projects.

Common issues with static templates include:

• Outdated files spread across folders
• No single source of truth for project details
• Limited collaboration and version control
• Hard-to-track approvals and updates

By shifting the same content structure into ClickUp, you get live, connected information instead of disconnected copies.

Plan Your Fact Sheet Structure in ClickUp

Before you build anything, review the sections from the sample fact sheet templates highlighted in the source article at this ClickUp blog post. Most of them include similar building blocks you can easily map into your workspace.

Common Sections You Can Recreate in ClickUp

• Project or product overview
• Key stats and metrics
• Features and benefits
• Target audience or stakeholders
• Process, timeline, or milestones
• Pricing or budget details
• Contact information and ownership

Make a short list of sections you need for every fact sheet. This list will become the blueprint for your reusable process in ClickUp.

Step 1: Create a Space and Folder in ClickUp

Start by setting up a clear home for your fact sheets so everyone knows where to find them.

1. Create or choose a dedicated Space, such as “Marketing” or “Operations.”

2. Inside that Space, add a Folder called “Fact Sheets.”

3. Use this Folder to store all lists related to your fact sheets so they stay organized and searchable.

This simple structure makes it easy to scale from one fact sheet to dozens without losing track of anything.

Step 2: Build a Fact Sheet List in ClickUp

Next, you will turn your chosen template sections into fields and tasks inside a list in ClickUp.

1. Inside the “Fact Sheets” Folder, create a new List called “Master Fact Sheets.”

2. For each fact sheet you need, create a task. Name the task after the product, client, or project (for example, “Product A Fact Sheet”).

3. Add Custom Fields to the List to match the most important details from your template, such as:

   • Product or project name
   • Launch or due date
   • Owner
   • Status (Draft, In Review, Approved)
   • Key metrics

By putting these elements into Custom Fields in ClickUp, you can filter, sort, and report on all your fact sheets at once.

Step 3: Use ClickUp Docs to Store the Fact Sheet Content

While Custom Fields handle high-level data, you still need a clean layout for the narrative content that resembles the fact sheet templates from the original article.

1. Open a fact sheet task in ClickUp.

2. In the task description or attached Docs, create a new ClickUp Doc titled “<Project Name> Fact Sheet.”

3. Recreate your template sections as headings inside the Doc, for example:

   • Overview
   • Key Facts and Metrics
   • Features and Benefits
   • Process or Timeline
   • Pricing
   • Contacts

4. Copy and adapt any relevant wording or bullet layouts from your original templates to match your brand style.

This approach keeps the fact sheet readable while linking it tightly to the structured data in your ClickUp list.

Step 4: Create a Reusable Fact Sheet Template in ClickUp

To avoid rebuilding the structure each time, turn your best-configured task into a task template.

1. Open a completed or well-structured fact sheet task.

2. Ensure it includes:

   • All relevant Custom Fields
   • The standardized ClickUp Doc with headings
   • Subtasks for review or approval, if needed

3. From the task menu, save it as a template (naming it something like “Standard Fact Sheet”).

4. Include the Doc, description, and Custom Fields in the template settings so every new fact sheet starts with the same structure.

Now your team can spin up a consistent fact sheet in ClickUp with just a few clicks.

Step 5: Collaborate and Review Inside ClickUp

One of the biggest advantages over static Google Docs is how collaboration works across tasks and Docs in ClickUp.

• Assign each fact sheet task to an owner responsible for keeping it up to date.

• Use comments in the task or inside the ClickUp Doc to request changes, clarify metrics, or capture feedback.

• Tag stakeholders so they are notified when their input is needed or when the fact sheet is approved.

• Move the status through stages such as Draft, In Review, and Final as you complete each review round.

This keeps the entire discussion attached directly to the fact sheet, reducing confusion and lost email threads.

Step 6: Keep All Fact Sheets Searchable in ClickUp

Once you have multiple fact sheets in your list, you can manage them like a mini database.

• Use filters to see only approved or active fact sheets.

• Sort by owner, product line, or launch date.

• Create views (such as Board or Calendar) to visualize fact sheets by status or timeline.

• Leverage ClickUp search to instantly find any fact sheet by name, keyword, or field.

This level of organization is hard to maintain with a simple folder of documents, especially as your catalog grows.

Step 7: Share and Export Your ClickUp Fact Sheets

When you need to share information with clients, leadership, or partners who do not use ClickUp, you still have flexible options.

• Export the ClickUp Doc as a PDF or text-based document.

• Share a public link to the Doc if appropriate for your workflow and security needs.

• Summarize key facts into slide decks, one-page PDFs, or email briefs using the same source content.

Because everything is managed from one place, you always know which version is the most accurate.

Connect ClickUp Fact Sheets to Broader Workflows

Your fact sheets become even more powerful when they connect to surrounding tasks and projects.

• Link fact sheets to related tasks such as campaigns, sprints, or product launches.

• Add relationships between fact sheet tasks and client records or initiatives.

• Use automations in ClickUp to update statuses, notify owners, or move tasks when a launch date changes.

If you want additional help designing scalable ClickUp systems and templates, you can also learn from specialists at Consultevo, who focus on building efficient workflows.

From Google Docs Templates to a Dynamic ClickUp System

The sample fact sheet templates in the original guide provide a strong starting point for content and layout. By converting those static files into a flexible, structured setup in ClickUp, you gain:

• Centralized, always-current information
• Stronger collaboration and review flows
• Easier tracking of approvals and ownership
• Better visibility across all projects and products

Use this how-to process to build a repeatable fact sheet framework in ClickUp, then refine it as your team’s needs evolve. Over time, your fact sheets will become a reliable source of truth that supports faster decisions and clearer communication across your organization.

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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