How to Use ClickUp Product Evaluation Templates
ClickUp gives teams a structured way to compare products, score features, and confidently choose new tools. This how-to guide walks you through using product evaluation templates so you can make clear, data-driven decisions without getting overwhelmed.
Why Use ClickUp for Product Evaluation
When you evaluate new software or tools, notes and spreadsheets can quickly become messy. A product evaluation template in ClickUp organizes your research and keeps the entire team aligned.
Using a template helps you:
- Compare multiple products in one place
- Standardize scoring and decision criteria
- Capture pros, cons, and stakeholder feedback
- Share a transparent decision process with your team
The blog article at ClickUp product evaluation templates showcases several ready-made templates. Below is a practical, step-by-step way to put them into action.
Step 1: Choose the Right ClickUp Template
Start by selecting a ClickUp product evaluation template that matches how your team works and what you are buying.
ClickUp Product Evaluation Matrix Template
Use a matrix when you need to compare several products side by side using the same criteria.
This template is ideal when:
- You have at least two or three tools in your shortlist
- You want to score each option against unified metrics
- You need a clear, visual summary for stakeholders
Typical criteria you might build into the matrix include cost, security, integrations, usability, support, and implementation effort.
ClickUp Product Launch or Release Templates
Some teams evaluate products in the context of a launch or implementation plan. ClickUp templates that track milestones, tasks, and owners can double as evaluation tools when you compare implementation complexity across vendors.
In that case, you are not just scoring features. You are also mapping timelines, risks, and dependencies for each candidate solution.
Step 2: Set Up Your ClickUp Workspace for Evaluation
Once you have chosen a template, configure your workspace so it clearly reflects your evaluation process.
- Create a dedicated Space or Folder
Group all evaluation lists, docs, and views together. This avoids mixing research with day-to-day work.
- Import or apply the template
Use the template gallery to add the chosen product evaluation template into your Space or Folder.
- Rename lists and views
Give each list and view a meaningful name, such as “Shortlist Comparison,” “Vendor Demos,” or “Final Decision.”
Step 3: Customize Fields in ClickUp
Custom Fields in ClickUp are the engine of a solid product evaluation. They turn vague opinions into structured, comparable data.
Key Custom Fields to Configure
Consider adding or adjusting fields such as:
- Score (1–5 or 1–10) for each key criterion
- Cost (monthly or annual, per user, or flat fee)
- Priority Fit (High, Medium, Low)
- Implementation Effort (Low, Medium, High)
- Owner for who is responsible for each product row
Make sure scoring scales are consistent across all tools so that your final comparison is fair and easy to explain.
Define Evaluation Criteria in ClickUp
Before entering data, agree on what “good” looks like. In a ClickUp Doc linked to your evaluation list, define each criterion clearly.
For example:
- Usability: How easily a new user can complete key tasks.
- Integrations: Whether the product integrates with your critical systems.
- Security & Compliance: Standards such as SOC 2, ISO 27001, or HIPAA.
- Support: SLAs, channels, and responsiveness.
This shared reference ensures everyone scores tools the same way.
Step 4: Add Products and Collect Data in ClickUp
Now you can start populating your ClickUp template with real candidates and evidence.
- Create one task per product
Each tool you are evaluating becomes a task (or row) in your list. Name it with the product name and vendor.
- Fill in custom fields
Enter pricing, scores, and basic info using the fields you set up. This keeps your list instantly sortable and filterable.
- Attach documents and links
Use task attachments and comments to store proposals, demo recordings, and technical documentation.
Encourage each stakeholder to add notes directly to the relevant task so feedback stays organized and tied to the correct product.
Step 5: Use ClickUp Views to Compare Options
Different views in ClickUp help you analyze your evaluation from multiple angles.
List and Table Views in ClickUp
List or Table view is perfect for numerical comparison.
Use it to:
- Sort products by total score or priority fit
- Filter out options below a minimum threshold
- Quickly highlight cost outliers
Color coding fields can visually flag top performers or high-risk options.
Board and Timeline Views in ClickUp
Board view lets you drag and drop tools into columns such as “Under Review,” “Shortlisted,” and “Rejected.” This gives a quick status overview.
Timeline or Gantt-style views help when implementation time matters. You can map tentative start and end dates for each product roll-out and see which option fits best with your roadmap.
Step 6: Collaborate and Decide Inside ClickUp
Bringing conversations into ClickUp keeps decision-making transparent and traceable.
Gather Feedback in ClickUp
Use comments and @mentions to invite input from stakeholders in finance, IT, security, and end-user teams. You can pin important comments or convert a comment into a subtask when follow-up is required.
For formal reviews, create a dedicated task called “Final Recommendation” that summarizes scores, risks, and the chosen vendor, and link all product tasks to it.
Present Your Decision from ClickUp
To share your findings:
- Create a ClickUp Doc summarizing the evaluation process and outcome
- Embed list views or screenshots that show the scoring table
- Include links to each product task for deeper details
This documentation will be helpful for audits, future renewals, or when you evaluate similar tools again.
Step 7: Reuse and Improve Your ClickUp Template
After you complete one round of product evaluation, refine your ClickUp setup so the next round is even easier.
- Adjust criteria and fields
Remove any fields that were not useful and add new ones you wished you had tracked.
- Save as a custom template
Turn your improved list, views, and fields into a reusable template so your organization can standardize future evaluations.
- Create a playbook Doc
Document your step-by-step evaluation method and link it directly from the template for quick onboarding.
Next Steps
Using product evaluation templates inside ClickUp ensures your software decisions are organized, fair, and easy to communicate. As you optimize your broader workflow and tool stack, you can also explore strategic guidance from specialists like Consultevo to align your evaluations with long-term business goals.
With a structured ClickUp process in place, your team can move from scattered research to confident, well-documented product choices every time.
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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