How to Run Product Development in ClickUp

ClickUp helps product teams plan, build, and launch successful products in one connected workspace. This how-to guide walks you step by step through setting up a complete product development system based on best practices from the ClickUp product development workflow.

Step 1: Structure Your ClickUp Workspace for Products

Start by creating a clear hierarchy so every part of the product lifecycle has a place.

1. Create a Product Space
   Set up a dedicated Space for Product Development. This keeps all product work together and separates it from operations, marketing, or other departments.

2. Add core folders
   Within the Space, create folders such as:

   • Product Roadmap
   • Backlog & Prioritization
   • Design & Discovery
   • Development Sprints
   • QA & Testing
   • Release & Launch

3. Standardize list templates
   Within each folder, create lists using consistent naming, views, and layouts so teams can quickly understand status and ownership.

Step 2: Capture Ideas and Feedback in ClickUp

Centralize ideas, feature requests, and feedback so you never lose valuable input.

1. Build an Ideas list
   Create a list named “Ideas & Requests” inside your Product Roadmap folder.

2. Use custom fields
   Add fields such as:

   • Request Type (bug, feature, improvement)
   • Customer Segment
   • Impact (low, medium, high)
   • Effort (t-shirt sizes or story points)

3. Connect intake channels
   Use forms, email-to-task, or integrations so support, sales, and customers can submit ideas directly into ClickUp tasks.

Step 3: Build a Prioritized Product Roadmap in ClickUp

Turn raw ideas into a clear roadmap your team can execute.

1. Group ideas into themes
   Create parent tasks or epics for large themes. Link related tasks to these epics so work is easy to track.

2. Score and prioritize
   Use custom fields to apply a scoring model like:

   • Impact
   • Confidence
   • Effort

   Sort by a Priority Score field so your top work rises to the top.

3. Visualize your roadmap
   Use Timeline or Gantt views in ClickUp to plot initiatives by quarter or release. Group by Status or Owner to see who is responsible and what is at risk.

Step 4: Plan Discovery and Design Work in ClickUp Docs

Use ClickUp Docs to organize research, requirements, and design decisions.

1. Create a Product Requirements Doc
   For each epic, create a Doc that includes:

   • Problem statement
   • Goals and success metrics
   • User stories and acceptance criteria
   • Constraints and dependencies

2. Link tasks and docs
   Attach user stories, design tasks, and engineering tasks directly to the Doc so stakeholders can move from context to execution in one click.

3. Collaborate in real time
   Use comments, suggestions, and tags in Docs so product, design, and engineering can refine requirements together.

Step 5: Set Up Agile Sprints in ClickUp

Manage development with agile practices tailored to your team.

1. Create Sprint lists
   In the Development Sprints folder, create a list for each sprint (for example, Sprint 24.03). Use a Sprint template so statuses, fields, and views stay consistent.

2. Define agile statuses
   Use a workflow such as:

   • Backlog
   • Ready
   • In Progress
   • In Review
   • Blocked
   • Done

3. Estimate effort
   Add a Story Points field and have engineers estimate work before sprint planning. This keeps capacity realistic.

4. Run sprint planning
   Use Board view in ClickUp to pull prioritized tasks from your Backlog list into the current sprint. Balance capacity using story points and assignees.

Step 6: Coordinate Cross-Functional Work in ClickUp

Ensure product, design, engineering, marketing, and support stay aligned on each release.

1. Create shared release tasks
   For each product release, create a parent task that includes subtasks for:

   • Engineering completion
   • Design assets
   • Documentation and help center updates
   • Marketing launch activities
   • Internal enablement for sales and support

2. Use dependencies
   Set task dependencies so teams know what must be finished before launch can proceed.

3. Track with dashboards
   Build a dashboard in ClickUp with widgets for:

   • Release progress by status
   • Tasks by assignee
   • Open bugs by severity

Step 7: Manage QA, Bugs, and Testing in ClickUp

Keep quality under control by centralizing testing and bug tracking.

1. Create a QA list
   In your QA & Testing folder, add lists like:

   • Regression Testing
   • Release Testing
   • Bug Intake

2. Standardize bug reports
   Use task templates with sections for:

   • Environment and build
   • Steps to reproduce
   • Expected vs actual behavior
   • Screenshots or video

3. Integrate with your dev tools
   Connect ClickUp with your code repository or CI tools so status updates and releases stay in sync.

Step 8: Track Product Performance and Learn in ClickUp

After launch, loop results back into your roadmap so the product keeps improving.

1. Log post-release metrics
   Create a list or dashboard to track KPIs such as:

   • Adoption and usage
   • Conversion or retention
   • Support tickets and defects

2. Run retrospectives
   Use ClickUp Docs to capture sprint and release retrospectives. Turn improvement ideas into tasks and add them to your backlog so they are actionable.

3. Feed insights into prioritization
   Link metric dashboards and research Docs to roadmap tasks. This ensures data, not opinion, guides what you build next.

Step 9: Optimize Your ClickUp Product Workflow

Refine your setup over time so product development becomes smoother and more predictable.

• Automate routine work
  Use automations to update statuses, assign tasks, or move work between lists when triggers occur, such as sprint start or release date.
• Standardize templates
  Create templates for epics, user stories, bugs, PRDs, and sprints so every initiative follows the same structure.
• Review processes regularly
  Schedule periodic reviews of your ClickUp Space to remove unused fields, simplify statuses, and improve views.

Learn More About Product Development with ClickUp

To explore a detailed breakdown of product development software capabilities, read the original guide on the ClickUp product development software page. For expert help designing or optimizing your workspace, you can also consult specialists at Consultevo.

By structuring your workspace, centralizing ideas, running agile sprints, coordinating cross-functional work, and learning from each release, you can use ClickUp as a single source of truth for your entire product development lifecycle.

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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