How to Use ClickUp for Wine Notes

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How to Use ClickUp for Wine Tasting Notes

ClickUp can streamline how you capture, organize, and review wine tasting notes, turning scattered impressions into a structured, reusable knowledge base for every bottle you try.

This how-to guide walks you through setting up a complete wine tasting workspace, based strictly on the features and ideas shown in the original wine tasting notes templates article.

Why Use ClickUp for Wine Tasting Notes?

Before you build your system, it helps to know what you can improve by moving your notes into ClickUp.

  • Centralize all your wine notes in one place
  • Compare bottles across regions, vintages, and producers
  • Standardize tasting criteria for you or your team
  • Share curated wine lists with clients, guests, or colleagues
  • Track events, budgets, and suppliers for tastings

This structure works for casual wine enthusiasts, hospitality teams, wine educators, and sales professionals.

Step 1: Create Your Wine Space in ClickUp

Start by setting up a dedicated area in ClickUp for all things wine.

  1. Create a Space
    Open ClickUp and create a new Space named something like “Wine Program” or “Wine Tasting Notes.”

  2. Add Folders
    Inside the Space, add folders to mirror how you work, such as:

    • Wine Library
    • Tasting Events
    • Vendors & Producers
    • Cellar Management

  3. Set Default Views
    Choose List or Table view as your default so data is easy to scan and filter.

Step 2: Build a Wine Notes List in ClickUp

Next, create a List in ClickUp to store individual wine entries.

  1. Create a List
    In your “Wine Library” folder, add a List named “Wine Tasting Notes.” Every task in this List will represent a single wine.

  2. Define Your Task Naming Rule
    Use a consistent pattern for task names, for example:
    Producer – Wine – Vintage
    Example: “Domaine Sample – Pinot Noir – 2019”.

  3. Add Sections or Statuses
    Use statuses or grouping to separate wines by evaluation stage, such as:

    • To Taste
    • Tasted
    • Shortlisted
    • Featured List

Step 3: Add Custom Fields in ClickUp for Wine Details

Custom Fields in ClickUp let you capture structured details about each wine so you can sort and filter later.

Core Identification Fields in ClickUp

Add the following Custom Fields to your wine List:

  • Producer (Text)
  • Wine Name (Text)
  • Vintage (Number)
  • Region (Dropdown)
  • Country (Dropdown)
  • Grape Variety / Blend (Text or Dropdown)
  • Appellation (Text)

Sensory Profile Fields in ClickUp

To standardize tasting notes, add scoring and descriptive fields:

  • Appearance (Dropdown or Text) – color, clarity, intensity
  • Aroma (Text) – key aromatic notes and intensity
  • Palate (Text) – body, tannin, acidity, sweetness
  • Finish Length (Dropdown) – short, medium, long
  • Flavors (Tags) – fruit, floral, spice, oak, mineral, etc.

Rating & Value Fields in ClickUp

Use numeric and monetary Custom Fields to capture scores and pricing:

  • Score (Number) – your personal or team rating
  • Price per Bottle (Currency)
  • Case Price (Currency)
  • Value Category (Dropdown) – everyday, premium, special occasion

Logistics & Inventory Fields in ClickUp

Finally, track where the wine comes from and where it lives:

  • Supplier / Distributor (Text)
  • SKU or Item Code (Text)
  • Cellar Location (Text) – rack or bin reference
  • On-Hand Quantity (Number)
  • Reorder Threshold (Number)

Step 4: Capture Individual Tasting Notes in ClickUp

Once your structure is ready, you can record detailed tasting notes for each wine task in ClickUp.

  1. Use the Description for Free-Form Notes
    In the task Description, create mini-sections such as:

    • Appearance
    • Nose
    • Palate
    • Finish
    • Overall Impression
    • Food Pairing Ideas

  2. Attach Labels and Files
    Upload bottle photos, labels, tech sheets, and menus to the task so you have a visual and technical reference.

  3. Add Checklists
    For structured tasting sessions, add a checklist with criteria like:

    • Pour & Inspect
    • Assess Aroma
    • Taste & Score
    • Confirm Price & Supplier
    • Update Inventory

Step 5: Use ClickUp Views to Analyze Your Wine Data

ClickUp views make it easy to compare wines and build shortlists for menus or events.

Table and List Views in ClickUp

Switch to Table view to see Custom Fields in a grid format. Then:

  • Sort by Score to surface top wines
  • Filter by Region or Country to build themed lists
  • Filter by Price range to design menus for a target budget
  • Group by Supplier to manage relationships and orders

Board View in ClickUp

Use Board view to visualize wines moving through stages:

  • To Taste → Tasted → Approved → Featured

Drag tasks between columns as you evaluate each bottle.

Calendar View in ClickUp

If you schedule tastings or events, add a Date field and open Calendar view to plan:

  • Supplier visits
  • Team training sessions
  • Public wine tastings
  • Menu change deadlines

Step 6: Manage Wine Events and Menus in ClickUp

You can extend your wine notes list into a complete operational system inside ClickUp.

Event Planning in ClickUp

Create a separate List named “Wine Events” with tasks for each event. For every event task, include:

  • Event date and time
  • Location and setup notes
  • Guest count and target budget
  • Menu concept and theme
  • Checklist of wines selected (linked tasks from your wine library)

Menu & Program Building in ClickUp

Use custom views or filters on your wine notes List to assemble menus:

  • Filter by “Featured List” status to build a by-the-glass program
  • Filter by Score and Price to create high-value recommendations
  • Filter by Region to design regional flights

Step 7: Collaborate and Share in ClickUp

Wine programs are collaborative by nature. ClickUp helps keep everyone aligned.

  • Assign tasks so team members know who is responsible for tasting or ordering
  • Use comments for feedback on specific bottles
  • Mention teammates to request opinions or approvals
  • Share views with stakeholders so they see curated lists without editing your structure

Optimize Your Workflow Beyond ClickUp

To refine your broader systems and automation around this workspace, you may want expert help in process design, integrations, or analytics. A consulting partner such as Consultevo can help build advanced reporting and tailored workflows around your ClickUp setup.

By structuring your tasting information in ClickUp with thoughtful Custom Fields, views, and event planning lists, you create a repeatable framework that grows with your cellar, your team, and your guests’ expectations.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

Get Help

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