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ClickUp Code Review How-To

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How to Streamline Cross-Team Code Reviews with ClickUp

ClickUp can transform scattered, slow code reviews into a clear, trackable workflow that development teams across product, QA, and DevOps can actually rely on. This how-to guide walks you through building an efficient, repeatable code review process using workspaces, tasks, custom fields, and automation.

Why Centralize Code Reviews in ClickUp

Modern teams often struggle with context spread across Git hosting tools, chat threads, and wikis. By centralizing code reviews in a single ClickUp workflow, you:

  • Give everyone one source of truth for review status
  • Reduce delays caused by missing reviewers or unclear ownership
  • Keep architecture decisions, comments, and approvals linked to specific work
  • Align product, engineering, and QA on what is ready to ship

This guide follows the same core principles outlined in the original article on how developers streamline reviews across teams, and adapts them into a practical implementation.

Step 1: Create a Dedicated ClickUp Space for Engineering

Start by creating a focused environment for all development work.

  1. In your workspace, create a new Space named something like Engineering or Product Development.

  2. Enable key ClickUp features for this Space:

    • Tasks and subtasks
    • Custom fields
    • Automations
    • Docs (for coding and review standards)

  3. Set permissions so all relevant teams (backend, frontend, QA, DevOps, product) can access the Space.

This Space becomes the home for all code-related work, from feature development to bug fixes.

Step 2: Design a ClickUp List for Code Review Workflows

Within the engineering Space, create a List dedicated to reviewable development tasks.

  1. Create a List named Code Reviews or PR Pipeline.

  2. Configure statuses that reflect your review process, for example:

    • To Do
    • In Progress
    • Ready for Review
    • In Review
    • Changes Requested
    • Approved
    • Merged / Done

  3. Use ClickUp views (Board, List, and Timeline) so different stakeholders can see work in their preferred format.

The statuses map to your Git hosting tool’s pull request lifecycle, but stay readable for non-engineering collaborators.

Step 3: Add ClickUp Custom Fields for Git and Ownership

Custom fields keep technical details and accountability visible at a glance.

Create fields such as:

  • Repository (Dropdown or Text) — name of the code repo.
  • Branch / PR Link (URL) — direct link to the pull request.
  • Reviewer 1 and Reviewer 2 (User fields) — assigned reviewers.
  • Component / Service (Dropdown) — microservice or module involved.
  • Risk Level (Dropdown) — Low, Medium, High.

With these fields, ClickUp tasks become rich, structured representations of each code change, making it easier to route, prioritize, and audit reviews later.

Step 4: Create a Standard ClickUp Task Template for Reviews

A reusable template ensures every developer follows the same process.

  1. Open a new task in your Code Reviews List.

  2. Add a consistent naming convention, for example:
    [Service] Short feature or bug description

  3. Include sections in the task description, such as:

    • Summary — what the change does.
    • Technical Details — architecture, data model, or API changes.
    • Testing — manual and automated tests executed.
    • Risks / Rollback Plan — what to monitor and how to revert.

  4. Attach links to design docs or requirements stored in ClickUp Docs.

  5. Fill in the custom fields you created earlier.

  6. Save the task as a Template so every new review task uses the same structure.

Using a ClickUp task template ensures reviewers always have the same information, which shortens review cycles and reduces back-and-forth questions.

Step 5: Link Code Changes to ClickUp Tasks

Connect your Git hosting platform to your workflow so code and tasks stay in sync.

  1. From the Space or List settings, configure integrations with your source control platform if available.

  2. Encourage developers to reference the task ID in branches and pull requests, for example:
    feature/CU-1234-add-payment-endpoint

  3. Paste the pull request URL into the dedicated custom field so anyone opening the ClickUp task can jump directly to the code.

This keeps a tight loop between specification, implementation, and review activity.

Step 6: Automate Review Hand-offs in ClickUp

Automation reduces manual status updates and ensures reviews never get stuck.

Core ClickUp Automations to Configure

  • When status changes to Ready for Review → Assign the task to the primary reviewer and notify them.
  • When status changes to Changes Requested → Reassign the task back to the original developer.
  • When status changes to Approved → Assign to a release owner or DevOps engineer, and optionally move the task to a Release List.

With these ClickUp automations in place, everyone knows when they are expected to take action, without relying on separate chat messages.

Step 7: Collaborate on Reviews Directly in ClickUp

Use comments and mentions to reinforce structured, transparent communication.

  • Threaded comments — keep discussions around a specific issue or design choice in one place.
  • @mentions — pull in subject-matter experts for security, data, or performance topics.
  • Attachments — add screenshots, logs, or diagrams that clarify complex changes.

All these interactions remain tied to the task, so future maintainers can understand why certain decisions were made.

Using ClickUp Docs for Review Guidelines

Create a shared Doc inside the same Space containing:

  • Coding standards and linting rules
  • Performance and security checklists
  • Definition of Done and review expectations

Link that Doc in your task template so every reviewer can access guidelines in one click.

Step 8: Track Metrics and Continuous Improvement in ClickUp

Once your workflow is running, use the platform’s reporting and views to measure and refine.

  • Cycle time — how long tasks stay in Ready for Review and In Review.
  • Rework rate — how often tasks return to Changes Requested.
  • Throughput — number of tasks reaching Merged / Done per sprint.

Create dashboards or views in ClickUp grouped by status, assignee, or repository to spot bottlenecks and overloaded reviewers.

Step 9: Align Multiple Teams Around ClickUp

Cross-team collaboration is crucial when architecture, operations, and product requirements intersect.

  • Product managers follow progress and ensure functionality meets requirements.
  • QA engineers see when features are ready for testing and provide structured feedback.
  • DevOps tracks which changes are ready for deployment and which require additional checks.

By making ClickUp the default place to inspect code review status, you remove ambiguity and give leaders and contributors the same visibility.

Learn More and Extend Your Workflow

For a deeper explanation of the ideas behind this workflow, read the original article on how developers streamline reviews across teams on the ClickUp blog here: How Developers Can Streamline Code Reviews Across Teams.

If you want expert help optimizing your workspace, automations, and documentation strategy around ClickUp, you can also explore consulting and implementation services from specialized partners like Consultevo.

By following the steps in this guide and adapting them to your organization, you will build a predictable, scalable code review pipeline powered by ClickUp that supports faster releases, higher quality, and tighter cross-team alignment.

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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