How to Run a Code Review Process in ClickUp

A structured, repeatable code review process in ClickUp helps your team ship cleaner code faster while keeping reviews consistent across every project.

Using a clear checklist and dedicated tasks, you can turn code review from an ad hoc activity into a predictable workflow that supports quality, collaboration, and speed.

Why Use ClickUp for Code Review Management

Code reviews often break down when expectations are unclear or feedback is scattered across chats and emails. Centralizing the process in a single workspace keeps everything traceable and easy to follow.

Managing reviews in a work management platform lets you:

• Standardize expectations with a repeatable checklist
• Track status from “Ready for review” to “Approved”
• Assign clear ownership and due dates
• Keep comments linked to each change request

This structure makes it easier for both authors and reviewers to know exactly what should happen at each step.

Step 1: Build Your Code Review Checklist

The foundation of a reliable process is a checklist that every reviewer can follow. A good list covers functional, technical, and user-facing aspects of the code.

Core Items for Any Checklist

Start by including these essentials:

• Requirements coverage: Does the code fully meet the original specification or ticket?
• Correctness: Are there obvious logic errors, missing edge cases, or race conditions?
• Readability: Is the code easy to understand, with clear naming and structure?
• Maintainability: Can the code be updated easily in the future?
• Testing: Are there unit, integration, or end-to-end tests where appropriate?
• Performance: Is the solution efficient enough for expected use and load?
• Security: Are inputs validated and sensitive data handled safely?
• Documentation: Are comments, READMEs, or API docs updated as needed?

You can later extend this list with language-specific or system-specific checks, but a shared base makes reviews consistent for everyone.

Break the Checklist Into Clear Sections

To avoid overwhelming reviewers, group checklist items into categories like:

• Business and functional requirements
• Code style and consistency
• Architecture and design
• Testing and quality
• Security and compliance
• Documentation and communication

This structure helps reviewers move systematically from high-level concerns to finer details.

Step 2: Create a Code Review Task Template in ClickUp

Once your checklist is ready, convert it into a reusable task template that your team can apply to every new review in ClickUp.

Set Up the Core Task Fields

For each code review task, include at least the following elements:

• Title: Short summary like “Review: Feature X API endpoint.”
• Description: Link to the branch, pull request, or change set, plus context and goals.
• Assignee: The primary reviewer or review group.
• Due date: Expected completion date to keep reviews from lingering.
• Status: For example, Pending Review, In Review, Changes Requested, Approved, and Merged.

These fields allow your team to see at a glance who owns each review and where it stands in the workflow.

Add the Checklist to the Task Template

Next, embed your review checklist directly into the task using subtasks or a checklist section so reviewers can mark items as they go.

1. Open a new code review task in your workspace.
2. Add subtasks or checklist items that mirror your review categories.
3. Save this structure as a reusable template.
4. Share the template with your engineering team and explain how to apply it.

From now on, every new review task can be created from this template, ensuring no important step is missed.

Step 3: Define Roles and Responsibilities in ClickUp

Clarity on who does what prevents code reviews from stalling or becoming overly personal.

Assign Clear Owners

At a minimum, you should define three roles:

• Author: Creates the change, opens the code review task, and provides context.
• Primary reviewer: Responsible for running through the checklist and giving feedback.
• Approver or maintainer: Signs off on final approval for merge or release.

Use task assignees, watchers, and custom fields to represent these roles so everyone knows their responsibilities.

Set Expectations for Feedback

Use the task description or a separate guideline document to clarify expectations, such as:

• How detailed comments should be
• When to request follow-up changes
• How to handle disagreements about approach or style
• Response time targets so reviews do not block delivery

Aligning early on these norms helps keep reviews focused on code quality rather than personal style preferences.

Step 4: Run a Review Using the ClickUp Checklist

With the structure in place, you can now walk through a complete review from start to finish inside your workspace.

1. Prepare the Review as the Author

Before assigning the task, the author should:

• Confirm the code compiles and passes baseline tests
• Ensure the change set is scoped narrowly enough for a focused review
• Update documentation and comments
• Fill in the description with links to the repository and relevant tickets

This preparation saves reviewers time and reduces back-and-forth questions.

2. Work Through the Checklist as the Reviewer

As the reviewer opens the task, they should:

1. Read the description and related tickets to understand goals.
2. Skim the overall change to understand structure and impact.
3. Walk through the checklist section by section, checking off items.
4. Leave targeted comments tied to specific lines or files in the repository.
5. Use the task comments to summarize findings and request changes.

When all items are covered, the reviewer can move the task status to “Changes Requested” or “Approved,” depending on the outcome.

3. Address Feedback and Iterate

The author then:

• Reviews all comments and questions
• Commits follow-up changes as needed
• Updates the task with a short summary of what changed
• Reassigns or notifies the reviewer for a second pass if required

This loop continues until the reviewer is satisfied and the code is ready to merge.

Step 5: Improve Your ClickUp Workflow Over Time

A code review process is never truly finished. As your team grows, you will identify new checks and better patterns that should be built into your workflow.

Refine the Checklist With Real-World Feedback

On a regular basis, review recent bugs and incidents to see which issues could have been caught during review. Then update the checklist to include explicit checks for those patterns.

Examples include:

• New security rules based on past vulnerabilities
• Performance checks after scaling incidents
• Specific unit test expectations after regressions

By evolving your checklist, you keep it aligned with real risks instead of relying on generic advice.

Standardize Best Practices Across Teams

When certain review patterns consistently produce better outcomes, capture them as guidelines and incorporate them into your templates and documentation.

To go deeper on creating structured, scalable workflows, you can study additional guides from experienced consultants, such as those at Consultevo, and adapt their process thinking to your engineering context.

Learn More From the Original Code Review Checklist

The article that inspired this how-to guide provides a detailed example of a thorough review checklist and how it fits into a modern development workflow. You can read it directly on the ClickUp blog for extra context and examples.

Explore the original checklist and recommendations here: Code Review Checklist on the ClickUp blog.

By combining that guidance with the structured approach outlined above, you can configure your workspace to support a consistent, high-quality review process that fits your team’s tools and culture.

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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