How to Build a Developer Relations Framework in ClickUp

Using ClickUp to design and manage a Developer Relations (DevRel) framework helps you translate strategy into structured, trackable work. This how-to article walks through the core framework concepts from the source workspace and turns them into clear, repeatable steps you can apply to your own DevRel program.

Understand the DevRel Framework in ClickUp

The referenced workspace defines a DevRel framework focused on strong defaults that still allow for flexibility and silo ownership. Before setting up anything in ClickUp, it is important to understand the basic ideas behind the framework.

The core principles are:

• Use strong guidelines instead of rigid rules.
• Let technical owners adapt and extend the framework.
• Ensure every activity is mapped to clear outcomes.
• Create a single place for DevRel work, but keep sub-areas decoupled.

Keep these principles in mind as you configure your own space.

Plan Your DevRel Space Structure in ClickUp

Next, you will translate the framework into a practical structure inside ClickUp. At a high level, you want a unified DevRel space with separate lists that represent key workstreams.

Core DevRel Areas to Represent in ClickUp

From the source framework, you should consider creating the following areas as lists or folders:

• Content and Education – technical content, docs, tutorials, workshops.
• Community and Events – meetups, conferences, speakers, ambassadors.
• Product and Feedback – developer feedback, API issues, product suggestions.
• Developer Experience – onboarding, samples, SDKs, integrations.
• Internal Enablement – sales enablement, internal training, playbooks.

Each area should contain tasks that map back to your DevRel strategy.

Define Defaults for DevRel Tasks in ClickUp

Strong defaults make the framework easy to adopt at scale. Inside ClickUp, you can implement these defaults using custom fields, task templates, and views.

Step 1: Create Core Custom Fields

Set up custom fields that apply to DevRel tasks across your space. Common fields based on the framework include:

• DevRel Objective – awareness, activation, adoption, retention, advocacy.
• Audience Segment – new developers, advanced users, partners, internal teams.
• Channel – docs, blog, community, social, events, video.
• Owner – primary DevRel or engineering contact.
• Impact Level – low, medium, high.

These fields help standardize how work is tracked.

Step 2: Build Task Templates in ClickUp

Use the space’s patterns to design a small set of task templates, for example:

• Technical Blog Post – includes fields for target audience, key message, review steps.
• Developer Event – includes fields for timeline, location, speaker, call to action.
• Product Feedback Loop – includes fields for source, product area, urgency, owner.

Each template should pre-fill critical custom fields, checklists, and default statuses.

Step 3: Standardize Statuses and Workflows

To keep DevRel work clear across teams, adopt a small set of statuses in ClickUp, such as:

• Backlog
• Planned
• In Progress
• In Review
• Blocked
• Done

Use the same status set across lists to make reporting easier.

Connect Strategy to Execution in ClickUp

The framework emphasizes connecting high-level DevRel goals to everyday tasks. You can do this in several ways.

Map DevRel Objectives to Tasks

For each major objective, create a view in ClickUp filtered by the relevant custom field. Examples:

• A view for all tasks tied to developer activation.
• A view for all work that drives advocacy, such as community programs.
• A view that groups tasks by audience segment.

This keeps strategic alignment visible to the whole team.

Use Hierarchy for Initiatives and Activities

Represent larger DevRel initiatives as parent tasks or epics, then break them into subtasks. For example:

1. Create a parent task like “Launch new Python SDK”.
2. Add subtasks for docs, tutorials, sample apps, and announcement content.
3. Apply the same custom fields to all related subtasks.

This pattern mirrors how the framework groups work around meaningful outcomes.

Enable Cross-Functional Collaboration in ClickUp

The framework is designed to work across DevRel, product, marketing, and engineering. ClickUp offers multiple ways to support that collaboration.

Share Views and Dashboards

Build shared views for stakeholders who need visibility into DevRel workstreams:

• A board view for product teams to track developer feedback.
• A list or table view for marketing to see content in progress.
• A timeline or Gantt view for event planning.

You can also create dashboards that highlight key metrics and task statuses based on DevRel objectives.

Use Comments and @Mentions

Encourage teams to collaborate directly inside ClickUp tasks:

• Use comments to track feedback and decisions.
• @Mention product owners for technical clarifications.
• @Mention marketing for approvals and launch coordination.

Centralizing commentary helps keep DevRel work traceable and transparent.

Adapt the DevRel Framework in ClickUp

The source framework is intentionally flexible, and ClickUp makes it easy to adapt without losing structure.

Give Teams Local Ownership

Within the shared DevRel space, allow each sub-area to:

• Add local custom fields when needed.
• Create specialized views for their own workflows.
• Adjust task templates to reflect technical specifics.

Maintain the core defaults, but let teams extend them as they learn.

Iterate on the Framework Over Time

Schedule regular reviews of your DevRel space in ClickUp:

• Identify unused fields or statuses.
• Refine templates to match real workflows.
• Update views and dashboards as priorities shift.

This keeps the framework living and relevant.

Next Steps and Helpful Resources

If you want strategic help designing systems and frameworks like this, you can explore consulting services at Consultevo, which specializes in modern work management and collaboration setups.

To see the original DevRel framework that inspired this how-to and review its structure directly, visit the source workspace at this ClickUp DevRel framework page.

By combining the principles of the original framework with the flexible hierarchy, fields, and collaboration features in ClickUp, you can build a robust Developer Relations system that scales with your product and your developer community.

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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