How to Use ClickUp Bill of Materials Templates

ClickUp offers flexible bill of materials (BOM) templates that help you organize every component, cost, and dependency needed to build a product or deliver a project. This guide shows you how to turn those templates into a repeatable, accurate BOM workflow.

The steps below are based on the templates and workflows described in the official ClickUp bill of materials templates overview.

Why Build Your BOM Workflow in ClickUp

Traditional spreadsheets quickly become messy when you track complex assemblies, multiple suppliers, and frequent design changes. A structured workspace solves this by combining tasks, custom fields, and views.

Using a BOM template in ClickUp lets you:

• Centralize part details, costs, and revisions in one place
• Visualize how parts roll up into sub-assemblies and final products
• Standardize how your team plans, quotes, and manufactures items
• Collaborate on updates with comments, attachments, and assignees

Step 1: Choose the Right ClickUp BOM Template

Begin by selecting a structured template that matches how you build products. The ClickUp templates highlighted in the source article focus on manufacturing, product development, and operations.

When selecting your starting point, look for templates that include:

• Custom fields for part numbers, unit cost, supplier, and quantity
• Task types for parts, sub-assemblies, and finished goods
• Views that summarize costs and group items by product or assembly

From your workspace, create a new Space, Folder, or List and apply the available BOM-related template that best reflects your process.

Step 2: Configure Your ClickUp Workspace for BOMs

After applying a template, adjust the structure so it mirrors how you design and build products.

Set Up Lists and Hierarchies in ClickUp

Use the hierarchy to separate different product lines or projects:

• Space: Manufacturing or Product Operations
• Folder: Specific product family or client
• List: Individual product, project, or assembly

Within each List, create tasks to represent specific materials or components, and use subtasks or checklists to represent sub-assemblies if needed.

Customize ClickUp Custom Fields for BOM Data

To track detailed BOM information, add or edit custom fields such as:

• Part Number (text)
• Description (text)
• Category or Assembly (dropdown)
• Quantity Required (number)
• Unit of Measure (dropdown)
• Unit Cost (currency)
• Extended Cost (formula: quantity × unit cost)
• Supplier or Vendor (dropdown)
• Lead Time (number or text)
• Revision or Version (text)

These fields allow you to filter, group, and report on BOM items from different ClickUp views.

Step 3: Add Parts and Materials in ClickUp

Once your structure and fields are ready, populate your BOM with every part and material.

Create Tasks for Each BOM Line Item

1. Create a new task for each component or material.
2. Use the task name for the item name or part label.
3. Fill in the custom fields for part number, quantity, and cost.
4. Attach drawings, datasheets, or specifications to the task.
5. Tag items that are critical, long-lead, or custom-made.

This task-per-item approach makes it easier to update attributes over time without rebuilding the entire BOM.

Group BOM Items in ClickUp Views

Apply groupings and filters so your BOM becomes easier to navigate:

• Group by Assembly or Category to see which parts belong to each sub-assembly.
• Filter for a specific supplier to review vendor-specific costs.
• Sort by part number to quickly locate and update entries.

Use Table or List views to see BOM data in a familiar grid, while still benefitting from task-specific details.

Step 4: Track Costs and Quantities with ClickUp Views

A core benefit of managing BOMs in ClickUp is the ability to roll up quantities and costs automatically.

Use Table View in ClickUp for Cost Calculations

Set up a Table view with the most important fields:

• Item name or part description
• Quantity required
• Unit cost
• Extended cost
• Supplier
• Assembly or product grouping

Then configure:

• Column totals to display the sum of extended cost for the entire List.
• Grouping by assembly to see per-assembly totals.
• Sorting by cost to identify the most expensive items.

This gives you near real-time insight into how design changes impact budget and material requirements.

Use Dashboards in ClickUp for High-Level BOM Insights

Create a Dashboard to monitor trends across multiple BOM Lists or product families. Add widgets such as:

• Number widgets for total estimated material cost per product
• Table widgets that surface critical parts or long-lead items
• Pie charts that show cost distribution by category or supplier

Dashboards help managers and stakeholders understand BOM impact without digging into every individual task.

Step 5: Collaborate on BOM Changes in ClickUp

Product structures change frequently. ClickUp makes it easier for engineering, purchasing, and operations to stay in sync.

Use Comments and Assignments for BOM Approvals

For each part or assembly task:

• Mention stakeholders in comments to review specs or cost changes.
• Assign tasks for sourcing, quoting, or validation steps.
• Use due dates to manage lead times and planning milestones.

This creates a traceable record of every BOM decision.

Track Revisions and Alternatives in ClickUp

Use fields and task features to handle changes:

• Maintain a Revision field for the current version of the part.
• Log changes in comments or a custom field like “Change History”.
• Use linked tasks or relationships to document approved alternative parts.
• Tag obsolete items so they are visible but clearly marked as inactive.

Over time, you build a living history of BOM evolution that supports audits and continuous improvement.

Step 6: Standardize Your BOM Process with ClickUp Templates

After you refine your structure, turn it into a reusable framework so every new product starts from the same BOM standard.

Create Reusable ClickUp Templates

1. Configure Lists, tasks, fields, and views until they match your ideal workflow.
2. Save the List as a template so future projects use the same structure.
3. Include default values for common parts or recurring assemblies.
4. Document usage instructions in a pinned task or List description.

This brings consistency to how teams handle materials, costs, and suppliers across the entire organization.

Enhance Your BOM Strategy Beyond ClickUp

Effective BOM management is part of a larger operational and process design strategy. You can combine the flexibility of ClickUp with expert consulting to build more robust systems.

For additional help integrating BOM workflows with broader operations, analytics, or automation, explore specialized guidance from partners such as Consultevo, which focuses on performance-driven digital operations.

Next Steps: Put Your ClickUp BOM into Action

You now have a practical approach for turning ClickUp into a structured bill of materials system:

• Choose a BOM-ready template that fits your products.
• Customize fields and hierarchy for your assemblies.
• Populate tasks with part data, costs, and files.
• Use views and dashboards to monitor cost and quantity.
• Collaborate on changes and track revisions in one place.
• Save your setup as a template to standardize future projects.

With this workflow, your bill of materials becomes a dynamic, collaborative asset instead of a static spreadsheet, helping you plan production, control costs, and deliver more reliable products.

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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