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ClickUp PR Report Template Guide

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How to Build a PR Report Template in ClickUp

ClickUp helps communications teams turn scattered campaign data into clear, repeatable PR reports that executives can understand in minutes. This step-by-step guide shows you how to set up a reusable PR report template, track media results, and turn your work into measurable impact.

The process below is based on the PR reporting framework described in the original guide at ClickUp's PR report templates article.

Why Use ClickUp for PR Reporting

Before you build your template, it helps to understand how a structured PR report supports your team.

A strong PR report should:

  • Summarize key wins and outcomes from a specific period or campaign
  • Explain how PR activity supported business and marketing goals
  • Show both quantitative and qualitative metrics
  • Make it easy to compare performance over time

ClickUp makes this easier by combining task management, documentation, and dashboards in one workspace, so your PR report isn't just a static document—it's connected to the work that produced the results.

Plan Your PR Report Structure in ClickUp

Start by deciding what your standard PR report should contain. The blog source outlines common sections that work well for most teams.

Define Your PR Report Sections

Most teams include the following in their PR reporting template:

  • Executive summary: Top highlights, challenges, and next steps
  • Objectives and strategy: What you set out to achieve and how
  • Key results and metrics: Coverage, reach, engagement, and sentiment
  • Top coverage highlights: Most important placements and mentions
  • Channel performance: Earned, owned, and shared media results
  • Insights and recommendations: What you learned and what you'll change

Mapping this structure first helps you decide which features inside ClickUp you'll use for each part.

Choose Where Your ClickUp PR Template Lives

Next, decide the right level in your workspace:

  • Folder-level templates for ongoing PR programs
  • List-level templates for specific campaigns or clients
  • Doc templates for narrative-style reports and summaries

Most PR teams combine a reporting List to capture data and a ClickUp Doc to present the story for stakeholders.

Set Up a PR Reporting List in ClickUp

A dedicated List in ClickUp becomes the backbone of your PR report. This is where you track coverage, opportunities, and campaign tasks.

Create the PR Reporting List

  1. Create or open the Space where you manage PR or marketing.
  2. Add a new Folder (for example, “PR Reporting”).
  3. Within that Folder, create a List named “Monthly PR Report” or “Campaign PR Report.”
  4. Save it as a List template so you can reuse it for each new period or client.

Add Custom Fields for PR Metrics

To make your reports data-driven, add Custom Fields that match the KPIs recommended in the ClickUp blog:

  • Outlet / Publication (Text)
  • Coverage Type (Dropdown: article, podcast, TV, briefing, mention, etc.)
  • Tier (Dropdown: Tier 1, Tier 2, Tier 3)
  • Region / Market (Dropdown or Text)
  • Publication Date (Date)
  • Reach / Impressions (Number)
  • Domain Authority or Similar Metric (Number)
  • Share of Voice Tag (Dropdown: positive, neutral, negative)
  • Link to Coverage (URL)

Every coverage item you add to this List becomes a data point that can be rolled up into dashboards and summaries.

Document Your PR Story With ClickUp Docs

Numbers tell one part of the story. A recurring PR report also needs narrative context that executives can skim quickly. ClickUp Docs are ideal for this.

Create a Reusable PR Report Doc Template

  1. In the same Folder as your List, create a new Doc titled something like “PR Report Template.”
  2. Add headings that match the structure you defined earlier:
  • Executive Summary
  • Objectives & Strategy
  • Key Results & Metrics
  • Coverage Highlights
  • Channel Performance
  • Insights & Recommendations
  1. Under each section, add bullet prompts to remind your team what to include, such as:
  • “List top three wins from this period.”
  • “Note any major announcements, launches, or crises.”
  • “Summarize trends in sentiment and reach versus last period.”
  1. Convert this Doc into a Doc template so you can spin up a new report instantly.

By linking this Doc to your PR List, you can reference live data and tasks directly inside the narrative report.

Build a PR Dashboard in ClickUp

Dashboards bring your PR report to life with charts and widgets that pull data from your ClickUp Lists.

Create a Dashboard for PR Metrics

  1. Open the Dashboards area in your workspace.
  2. Create a new Dashboard named “PR Reporting Dashboard.”
  3. Select the PR List (or Folder) you set up earlier as the data source.
  4. Add widgets that match the metrics from the original ClickUp blog, such as:
  • Task List widget showing coverage items by tier or outlet
  • Bar Chart comparing coverage volume by month
  • Pie Chart breaking down sentiment or coverage type
  • Number widgets for total reach, total placements, or average domain authority

With this Dashboard connected to your List, your PR report template now has live, visual data that updates as your team logs new coverage.

Turn Your Setup Into a ClickUp Template

Once your PR List, Doc, and Dashboard are configured, save them as templates so your team can report consistently.

Save the List as a PR Report Template

  1. Open your PR Reporting List.
  2. Use the List menu and select the option to save it as a template.
  3. Give the template a clear name (for example, “Monthly PR Report – Standard”).
  4. Choose whether to include views, Custom Fields, and default tasks.
  5. Save the template so any workspace member can apply it.

Reuse Your ClickUp Doc and Dashboard

For Docs and Dashboards, follow the same pattern:

  • Save the Doc as a Doc template with your headings and prompts.
  • Duplicate the Dashboard structure when you create a new campaign or reporting period.

This approach ensures that every PR report follows the same structure, while still letting you tailor details for each client or initiative.

Share and Present Your ClickUp PR Reports

After you fill in your data and narrative, you're ready to present your work.

Distribute PR Reports to Stakeholders

Within ClickUp, you can:

  • Share the PR Doc directly with executives for quick reading
  • Grant clients or leaders view access to the Dashboard
  • Export a PDF of the Doc for email or board packets
  • Use public sharing links if outside stakeholders don't use your workspace

Because all of this content is tied to live tasks, stakeholders can drill down into specific coverage items when they need more detail.

Improve Your PR Reporting Process

As you use your new PR framework, you can refine it based on the ideas in the original ClickUp PR report templates guide:

  • Add or adjust Custom Fields as your KPIs evolve.
  • Create filtered views for different regions, products, or campaign types.
  • Use automation to route new coverage items or assign follow-up tasks.
  • Compare metrics across time periods to show long-term impact.

If you want help designing advanced reporting structures or integrating other tools with ClickUp, you can work with a specialist consultancy like Consultevo to fine-tune your setup.

By combining structured Lists, narrative Docs, and visual Dashboards, ClickUp gives your PR team a complete, repeatable reporting system that clearly communicates the value of your work.

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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