How to Use ClickUp Client Review Templates

ClickUp gives creative and client-facing teams a simple way to collect feedback, manage approvals, and organize every version of work in one place. This how-to guide walks you through using ready-made client review templates so you can standardize your review process without starting from scratch.

Below, you will learn how to choose, customize, and rollout client review templates, plus practical examples you can adapt for your own services.

Why Use ClickUp for Client Reviews

Before you set up templates, it helps to understand what a strong review process looks like and why a dedicated system is important.

A client review template is a repeatable framework for gathering comments and approvals. It helps you:

• Get clear, structured feedback instead of scattered messages
• Avoid version confusion across documents, designs, or videos
• Track approvals and deadlines in one workspace
• Standardize how your team communicates with every client

Modern client review workflows should also support real-time collaboration, in-context comments, and live status tracking. That is where a visual platform comes in.

How ClickUp Client Review Templates Work

A typical ClickUp client review template turns your approval process into a repeatable workflow. Depending on the template, it may include:

• Custom task statuses like In Review, Changes Requested, and Approved
• Fields for due dates, assignees, reviewers, and asset links
• Views such as List, Board, and Calendar to track work
• Comment threads and attachments for centralized feedback

Using templates saves time as you launch new client projects and ensures every review follows the same steps.

Step 1: Choose the Right ClickUp Template

Start by selecting the template that best matches your work style and deliverables. The source article outlines several popular options you can reference when browsing the template library.

Creative Review Templates in ClickUp

Creative and marketing teams can use review templates to manage designs, copy, ads, and multimedia content. When choosing one, look for:

• Spaces or Folders organized by client or campaign
• Task templates for specific asset types, like blog posts or videos
• Status stages that mirror your real approval flow
• Fields for links to design files or content docs

Once you pick a template, you can tailor statuses and fields to your naming conventions.

Client Onboarding and Feedback Templates in ClickUp

Many review processes begin during onboarding. A template that covers requirements gathering and early feedback helps you start each engagement with clear expectations.

For a simple client feedback template, make sure it includes:

• Questions about goals, target audience, and success metrics
• Sections for brand guidelines and existing assets
• A checklist of information you need before work begins
• Follow-up items and deadlines after the kickoff call

This structure makes it easier to collect everything you need before you send the first draft.

Step 2: Customize Your ClickUp Client Review Workflow

After you have selected a base template, adapt it so it fits your specific services and team roles.

Configure Statuses and Custom Fields in ClickUp

Statuses and fields are the backbone of your review process. Configure them so anyone on your team can instantly see where an item stands.

Common client review statuses include:

• Ready for Review – the asset is complete and waiting for client input
• In Review – the client is actively reviewing
• Changes Requested – edits are needed before final approval
• Approved – the work is accepted and locked

Helpful custom fields might be:

• Primary reviewer
• Secondary approver
• Revision number or version
• Review due date
• Channel or asset type

Align these with your existing processes so your team does not have to change how they work.

Design Clear Views in ClickUp

Views control how you and your clients see the work. From the template, configure a few key views:

• List View for detailed tracking with fields and due dates
• Board View to drag tasks across review stages
• Calendar View to see review deadlines on a timeline

Name each view clearly so teammates know where to go for a specific perspective, such as “Client Review Board” or “Approval Calendar.”

Step 3: Launch a New Project from Your ClickUp Template

Once your client review template is configured, you can use it every time you onboard a new client or campaign.

1. Create a Space or Folder for the client or project, based on the template.
2. Add tasks for each deliverable, such as “Homepage design,” “Ad copy set,” or “Video edit.”
3. Assign owners for creation and review steps.
4. Set review deadlines and attach any relevant files or links.
5. Share access with your team and, if needed, invite clients to collaborate.

Following the same sequence each time builds consistency and reduces the chance of missing steps in your review process.

Step 4: Collect and Organize Feedback in ClickUp

Once the project is running, focus on capturing feedback clearly and keeping it tied to each piece of work.

Use Comments and Attachments in ClickUp

Put all conversations about a deliverable into its task instead of using disconnected emails or chat threads. Within each task, you can:

• Add comments for questions, decisions, and next steps
• Mention teammates so the right people are notified
• Upload or link to the latest file versions
• Record change requests directly on the item

This centralized approach reduces confusion about which feedback is final and which version is current.

Track Approvals and Revisions in ClickUp

To keep your review cycle transparent, use your statuses and fields actively during the project.

• Move tasks to In Review as soon as you send them to the client
• Switch to Changes Requested when edits come in
• Update the version field each time you upload a new file
• Mark tasks as Approved only when sign-off is complete

This makes it clear to everyone which items are ready for production and which still need attention.

Step 5: Standardize and Improve Your ClickUp Templates

After using your client review template for a few projects, refine it based on what worked and what caused friction.

Consider updating your template when you notice:

• Steps that are always skipped or duplicated
• Details your team consistently forgets to capture
• Status names that confuse reviewers
• Feedback that often arrives late or incomplete

Adjust fields, instructions, and checklists in the template so every new project benefits from past lessons.

Learn More About ClickUp Client Review Templates

You can dive deeper into recommended client review setups, best practices, and template examples in the original guide on the ClickUp blog. It includes specific use cases and sample structures you can mirror in your own workspace.

Read the full article here: Client Review Templates on the ClickUp Blog.

Next Steps for Scaling Client Reviews with ClickUp

As your team and client list grow, your review system must scale without adding chaos. Combining well-structured ClickUp templates with process consulting can help you get there faster.

If you want expert help designing repeatable, efficient workflows, consider working with a specialist implementation partner. For example, Consultevo focuses on building scalable systems for agencies and service teams, from intake to approvals.

By pairing thoughtful process design with flexible ClickUp client review templates, you can deliver work faster, capture better feedback, and give every client a consistent, reliable experience.

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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