How to Use ClickUp Job Templates

How to Create a Product Manager Job Description in ClickUp

Using ClickUp to build a clear, high-converting product manager job description helps you attract the right candidates and align your hiring team around the same expectations.

This step-by-step guide shows you how to turn the information from a strong product manager job description into a reusable ClickUp process your team can follow every time you hire.

Why Build Product Manager Job Descriptions in ClickUp

Creating and managing job descriptions directly in ClickUp gives you a single place to organize requirements, collaborate with stakeholders, and reuse winning templates.

Based on the guidance from the original product manager job description article, you will learn how to:

  • Break down each section of a product manager job description
  • Turn those sections into ClickUp tasks, fields, and templates
  • Standardize your hiring workflow for future product roles

Step 1: Capture Role Basics in ClickUp

Start by creating a new List or Folder in ClickUp dedicated to product hiring. Inside that space, add one task for each open product manager role.

Set Up a ClickUp Task for the Role

  1. Create a new task named with the exact role title, for example: “Senior Product Manager – Growth”.
  2. Add the job level and employment type in the task description.
  3. Use the task description to capture a short overview of the role’s purpose.

From the source product manager job description structure, your basic details should include:

  • Job title
  • Team or product area (e.g., Core Platform, Growth)
  • Location or remote policy
  • Reporting line (who the role reports to)

Add Custom Fields in ClickUp for Key Data

To keep important hiring information standardized, configure Custom Fields in ClickUp such as:

  • Seniority Level (Associate, PM, Senior, Lead)
  • Employment Type (Full-time, Contract)
  • Hiring Manager
  • Target Start Date

These fields make it easy to filter and compare job descriptions across your ClickUp workspace.

Step 2: Define Responsibilities Using ClickUp Sections

The source product manager job description emphasizes clearly listing responsibilities so candidates understand the day-to-day work and outcomes expected.

Outline Responsibilities in the ClickUp Description

In the task description, create a heading such as “Key Responsibilities” and list bullet points like:

  • Lead product discovery to identify valuable customer problems
  • Define product requirements and success metrics
  • Collaborate with design, engineering, and stakeholders
  • Manage product roadmaps and release planning
  • Analyze product performance and iterate

Base your list on the core responsibilities described in the source article, adjusting for your company’s needs.

Break Major Responsibilities into Subtasks

To make collaboration easier in ClickUp, convert major responsibility areas into subtasks:

  1. Create a subtask: “Product Strategy & Roadmap”.
  2. Add a subtask: “Customer & Market Research”.
  3. Include a subtask: “Cross-Functional Collaboration”.
  4. Add a subtask: “Product Delivery & Launch”.
  5. Create a subtask: “Metrics & Optimization”.

Each subtask can hold notes or comments from stakeholders about what success looks like in that area.

Step 3: Document Skills and Qualifications in ClickUp

The article highlights that a strong product manager job description separates requirements from nice-to-haves. You can mirror this structure inside ClickUp.

Use ClickUp Checklists for Required Skills

Inside your job description task, create two checklists:

  • Required Qualifications
  • Preferred Qualifications

In Required Qualifications, add items such as:

  • Experience in product management or related role
  • Ability to work with cross-functional teams
  • Strong analytical and communication skills
  • Experience using data to make decisions

In Preferred Qualifications, you can add items like:

  • Background in SaaS or B2B products
  • Familiarity with agile methodologies
  • Domain knowledge related to your industry

Checklists in ClickUp make it easy to adapt requirements for different product manager levels while keeping a consistent structure.

Tag Skills with ClickUp Custom Fields

To compare roles and candidates later, add one or more Custom Fields for skills:

  • Key Skills (tags such as “Roadmapping”, “User Research”)
  • Tech Stack (if technical knowledge is important)

These structured fields help your talent team filter job descriptions in ClickUp and match them to candidate profiles.

Step 4: Add Outcomes and Success Metrics in ClickUp

The source product manager job description article stresses the importance of clarifying impact and success metrics instead of listing tasks only.

Define Outcomes in the ClickUp Description

Under a “Role Outcomes” heading in the task description, write a few result-focused statements such as:

  • Improve activation rate for new users by a defined percentage
  • Increase product adoption in a specific segment
  • Launch features that address top customer problems

These outcome statements help candidates understand what the business expects from the role.

Track Metrics Using ClickUp Fields

You can also add numeric Custom Fields for key metrics:

  • Primary Metric (e.g., Activation Rate, Retention)
  • Secondary Metric (e.g., NPS, Feature Adoption)

Later, you can reference these fields when aligning performance expectations or building onboarding plans in ClickUp.

Step 5: Collaborate on the Job Description in ClickUp

ClickUp makes it easy for hiring managers, recruiters, and product leaders to work together on the job description.

Use Comments and Assignments

Inside the job description task:

  • Mention reviewers with @ to request feedback on sections.
  • Assign comments to collect input on requirements or responsibilities.
  • Track suggestions directly in the activity feed for transparency.

You can also attach interview scorecards, candidate personas, or compensation ranges to the same ClickUp task so everything stays connected.

Set a Review Workflow in ClickUp

Use statuses or a custom workflow for job description creation, such as:

  1. Draft – Hiring manager creates the first version.
  2. In Review – Product leadership and HR add feedback.
  3. Approved – Final version ready for posting.
  4. Published – Role is live on your careers site or job boards.

This simple workflow ensures every job description is reviewed and approved before it is used.

Step 6: Turn Your Job Description into a ClickUp Template

Once your product manager job description is approved, you can convert it into a reusable ClickUp template.

Create a Reusable Template

  1. Open the finalized job description task.
  2. Use the template options to save it as a task template.
  3. Include the description, checklists, subtasks, and Custom Fields.

Now, whenever you need a new product role, you can apply the template and adapt the content instead of writing everything from scratch.

Standardize Different Product Manager Levels

You can create separate ClickUp templates for:

  • Associate Product Manager
  • Product Manager
  • Senior Product Manager
  • Group or Principal Product Manager

Start from the same structure recommended in the product manager job description article, then adjust responsibilities, outcomes, and qualifications for each level.

Step 7: Connect ClickUp Job Descriptions to Your Hiring Process

To get the most value, link your ClickUp job descriptions to the rest of your recruiting workflow.

Link to Candidate Tracking

You can:

  • Create a separate List for candidates and link each candidate task to the role’s job description task.
  • Use relationships in ClickUp to connect job descriptions, interview plans, and candidate feedback.
  • Store interview questions or case studies in related tasks tied back to the job description.

Align Interviewers with the Job Description

Share the job description task with interviewers so they can:

  • Review responsibilities and outcomes before interviews.
  • Tailor their questions to the skills and metrics listed.
  • Use the checklists and Custom Fields as a guide for evaluation.

Additional Resources Beyond ClickUp

For more ideas on structuring your product manager job description before you bring it into ClickUp, study the detailed breakdown in the original ClickUp product manager job description guide.

If you need expert help optimizing your hiring workflows, job descriptions, or systems that integrate with ClickUp, you can also consult specialists at Consultevo.

By translating best-practice product manager job descriptions into ClickUp tasks, fields, and templates, your team gains a repeatable, collaborative process that keeps every new product role aligned with your strategy and expectations.

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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