How to Use ClickUp Prioritization Templates

ClickUp offers powerful prioritization templates that help you organize tasks, rank work by impact, and keep projects under control without rebuilding systems from scratch.

This step-by-step guide shows you exactly how to find, set up, and customize these templates so your team can make faster, clearer decisions about what to work on next.

Why Use ClickUp Prioritization Templates

Instead of juggling scattered lists, whiteboards, and spreadsheets, you can centralize your work in one platform and use ready-made structures to rank tasks.

Prioritization templates in ClickUp allow you to:

• Score tasks by impact, effort, urgency, and risk
• Visualize priorities in lists, boards, and timelines
• Standardize how teams decide what comes first
• Quickly spin up new projects using proven frameworks

The source page at ClickUp prioritization templates showcases multiple frameworks you can translate into workspaces, views, and custom fields.

Step 1: Access Templates in ClickUp

To start using prioritization templates in ClickUp, log into your workspace and open the area where you manage tasks, such as a Space, Folder, or List.

1. Open the workspace level (Space, Folder, or List) where you want to add a framework.

2. Click the option to create a new list or view.

3. Select templates from the available options, then browse for prioritization patterns that match your use case.

4. Preview the structure, including custom fields, statuses, and views.

5. Apply the template to your chosen location.

Once applied, you can immediately see example tasks, scoring columns, or fields that mirror classic prioritization models.

Step 2: Choose a ClickUp Prioritization Framework

You can adapt several well-known prioritization frameworks inside ClickUp using custom fields, tags, and task views.

ICE Scoring in ClickUp

The ICE method ranks work by Impact, Confidence, and Ease. In ClickUp, you can implement it with three numeric custom fields.

1. Create three number fields: Impact, Confidence, and Ease (or Effort as an inverse scale).

2. Decide on a scoring range, such as 1–10 for each field.

3. Add a formula field that multiplies Impact × Confidence × Ease to get the ICE score.

4. Sort tasks by the ICE score to surface the most promising work.

This approach is ideal for product ideas, experiments, and growth initiatives that must be compared quickly.

RICE Scoring in ClickUp

RICE stands for Reach, Impact, Confidence, and Effort. You can configure this in ClickUp with four fields and a formula.

1. Add number fields: Reach, Impact, Confidence, and Effort.

2. Set a definition for each (for example, Reach may be the number of users affected per month).

3. Create a formula field using (Reach × Impact × Confidence) / Effort.

4. Sort or group by the RICE score to determine the highest-leverage projects.

Use this template to compare features, product backlog items, or marketing campaigns objectively.

Value vs Effort Matrix in ClickUp

You can recreate a value vs effort matrix in ClickUp using two numeric fields and a board view.

1. Add Value and Effort custom fields (for example, 1–5).

2. Create a priority custom field or tag to label tasks as quick wins, big bets, fill-ins, or time sinks.

3. Use a board view grouped by that priority field so each column maps to a quadrant.

4. Place tasks in the right column based on their scores.

This gives a simple visual model that helps teams see which tasks provide high value for low effort.

MoSCoW Method in ClickUp

The MoSCoW method sorts tasks into Must have, Should have, Could have, and Won’t have. In ClickUp, you can implement this with a dropdown custom field.

1. Create a dropdown field named MoSCoW with four options: Must, Should, Could, Won’t.

2. Apply this field to your project or product list.

3. Ask stakeholders to label each task with a MoSCoW category.

4. Use a group-by view or filters to focus on Must and Should tasks first.

This template is particularly useful for release planning and scope negotiation.

Step 3: Customize ClickUp Views for Clarity

After selecting a framework, configure views in ClickUp so that priorities are clear at a glance.

Recommended Views in ClickUp

• List view: Show all scoring fields in columns and sort by the main priority score.
• Board view: Group by priority or MoSCoW status to visualize work in lanes.
• Table view: Perform score comparisons and bulk edits on fields.
• Calendar or Gantt view: Combine priority with due dates and dependencies.

Rename each view clearly, for example “RICE Priorities” or “MoSCoW Board,” so teammates immediately know how to use it.

Step 4: Build a Repeatable ClickUp Workflow

A prioritization model is only effective if your team follows it consistently. Use ClickUp to standardize the workflow.

1. Document the scoring rules in a task description or a separate doc.

2. Assign owners for evaluating and scoring new items.

3. Schedule recurring review meetings using tasks or calendar events.

4. Track changes to scores using comments and activity history.

Over time, you can refine the fields, formulas, and ranges based on how accurately scores reflect real-world outcomes.

Step 5: Share and Train Your Team in ClickUp

Introduce the new system to your team directly in ClickUp.

• Create a short onboarding task list explaining the framework.
• Add example tasks that demonstrate high and low scores.
• Use comments and mentions to guide team members through their first scoring passes.
• Pin key views to the top of the project so they are easy to find.

Encouraging questions and feedback will help you adjust your configuration to match how your team actually works.

Advanced Tips: Combine ClickUp with Other Tools

For teams managing complex roadmaps, you can combine prioritization templates in ClickUp with additional guidance and consulting resources. For example, Consultevo offers strategy and implementation support that can complement your internal process design.

You can also connect forms, integrations, and automations so new ideas arrive with fields already populated, reducing manual work and keeping your prioritization framework consistent.

Start Prioritizing Work in ClickUp Today

By turning proven prioritization frameworks into reusable templates, ClickUp makes it easier to compare projects, align stakeholders, and keep teams focused on the highest-impact work.

Explore, customize, and iterate on these structures so your workspace evolves into a clear, reliable system for deciding what matters most.

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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