How to Use ClickUp Product Design Templates Step by Step

ClickUp provides ready-made product design templates that help you move from idea to launch with less chaos and clearer collaboration. This how-to guide walks you through using these templates to plan, design, and deliver better products with your team.

We will follow the same workflow shown in the original product design templates article and turn it into a practical, repeatable process.

Step 1: Choose the Right ClickUp Product Design Template

The first thing you need is a template that fits your product design workflow. The source page highlights several options for planning, stakeholder alignment, research, and launch.

Identify your product design stage

Before you pick anything inside ClickUp, define which stage you are in:

• Discovery and research
• Feature or product planning
• UX and UI design work
• Prototyping and validation
• Development handoff and launch

Knowing your stage will help you select a template that includes the right views, custom fields, and automations.

Select a template that matches your needs

From the templates described on the source page, you will typically find:

• Product roadmap templates for long-term planning
• Design sprint or sprint planning templates
• User research and feedback tracking templates
• Wireframe and prototype tracking spaces
• Launch and go-to-market templates

Make a short list of the templates that fit your process and move to the next step.

Step 2: Add a Product Design Template to ClickUp

Once you know what you need, you can add the chosen structure to your workspace.

Import the template into your Workspace

1. Open your ClickUp Workspace and navigate to the correct Space, Folder, or List where you want to manage product design.
2. Click the option to add or browse templates.
3. Search for the product design template recommended in the original guide.
4. Preview its views, statuses, and custom fields to confirm it fits your workflow.
5. Click “Use Template” (or equivalent) and choose the location to apply it.

In a few seconds, your new product design system will appear with ready-made lists, views, and example tasks.

Decide what to import

When ClickUp asks what to include, pay attention to options such as:

• Task structure and hierarchy
• Custom fields and statuses
• Views (Board, List, Gantt, Calendar, and more)
• Automations, tags, and sample tasks

For a new workflow, import the full package. If you already have a working setup, you might only need a few parts, such as views or fields.

Step 3: Customize the ClickUp Template for Your Team

A template is a strong starting point, but your product design team will be more effective when the system speaks your language.

Adjust statuses and stages

Product design templates often ship with stages such as “Backlog,” “In Progress,” “Review,” and “Done.” Tune these to match your process:

• Rename stages to match your rituals (for example, “Design Review,” “Stakeholder Signoff,” “Dev Handoff”)
• Remove statuses you will not use
• Add statuses for research, experimentation, or validation when needed

Set up custom fields for product design

The source page shows how structured fields turn design work into trackable, measurable tasks. Configure fields such as:

• Priority or impact score
• Effort or complexity
• Design owner and product owner
• Target release or sprint
• User segments or personas

Use these fields consistently so you can filter, sort, and report on product design work across ClickUp.

Tailor views for different stakeholders

Each template includes multiple views. Adapt them so that every stakeholder sees what matters:

• Designers: Board views grouped by status or assignee
• Product managers: List or Gantt views with priorities, dependencies, and releases
• Leadership: High-level roadmaps or timeline views for visibility
• Developers: Views focused on handoff tasks, documentation, and acceptance criteria

Rename views, hide unnecessary columns, and pin the most important ones so your team can access them quickly.

Step 4: Plan Your Product Work Inside ClickUp

With a customized template in place, you can begin filling it with real product ideas and design tasks.

Create and organize product initiatives

1. Use the highest level (Space or Folder) to represent a product or portfolio.
2. Create Lists for initiatives, feature areas, or releases.
3. Break each initiative into tasks for research, UX, UI, validation, and handoff.
4. Use subtasks for detailed design steps, such as user interviews, wireframes, and usability tests.

Apply priorities, owners, and due dates so everyone knows what to work on first.

Use ClickUp views for planning and prioritization

The product design templates from the source page are built to help you make confident decisions. Use these patterns:

• Sort by priority to see what must ship soon.
• Group by assignee to balance workload across the team.
• Filter by status to focus reviews on “Ready for Review” or “Waiting on Feedback.”
• Use a timeline or Gantt view for roadmap planning and release coordination.

As priorities change, update tasks instead of rebuilding your plan from scratch.

Step 5: Manage Design Execution and Collaboration

Product design work requires tight collaboration between design, product, engineering, and business stakeholders.

Centralize design assets and documentation

Use your ClickUp template to keep everything related to a feature in one place:

• Attach design files and prototypes to tasks.
• Use Docs for product briefs, research summaries, and decision logs.
• Link related tasks for research, UX, UI, and development.

This ensures anyone who opens a feature task can see the full history, context, and design artifacts.

Run reviews and approvals

Follow the review flow suggested by your template:

1. Move tasks to a review status when ready for feedback.
2. Tag key stakeholders and request approvals in task comments.
3. Track requested changes directly in subtasks or checklists.
4. Once approved, move work into development or launch stages.

Keep all feedback inside the task so it does not get lost in email threads or external chats.

Step 6: Track Progress and Prepare for Launch

As features move from design to development and release, your template helps you track readiness and risk.

Monitor progress with ClickUp dashboards and views

Use the reporting and tracking elements shown in the source article to stay on top of delivery:

• Use filtered views to see all tasks due this week.
• Create views for “At Risk” work based on statuses or due dates.
• Track design capacity and workload per team member.
• Review burndown or progress for each release or sprint.

These insights help you adjust scope or resources before delays become serious issues.

Coordinate product launches

Leverage the launch-focused views in your ClickUp template:

• Group launch tasks by channel, such as website, in-app, and email.
• Set dependencies so marketing and enablement work waits for final designs or approvals.
• Use Calendar or timeline views to align internal and external milestones.

After launch, create tasks for post-release research, user feedback, and iteration so learning flows back into your product design pipeline.

Step 7: Improve Your ClickUp Product Design Workflow Over Time

Once your team has used the product design templates for several cycles, refine your system.

Collect feedback from your team

Ask designers, product managers, and developers where the template helps and where it slows them down:

• Are any statuses never used?
• Do you need more clarity in custom fields?
• Are key views missing for a specific role?
• Is any information being tracked outside the workspace?

Update the template so new projects start with your improved structure.

Align ClickUp with your broader processes

To get the best results, connect your workspace with the rest of your product and business operations. For expert help implementing a scalable structure, you can work with consultants such as Consultevo, who specialize in workflow design and optimization.

By selecting the right product design templates, customizing them for your team, and continuously refining your workflow, you can turn ClickUp into a central hub for every stage of product design, from early discovery to a successful launch.

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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