How to Run Product Launches in ClickUp

ClickUp gives product, marketing, and operations teams a single place to plan, execute, and track every stage of a product launch, from idea to post-release review.

Based on the product launch workflows described in the ClickUp product launch software guide, this how-to article walks you through setting up a complete launch workspace that keeps tasks, owners, and timelines perfectly aligned.

Step 1: Set Up Your ClickUp Product Launch Space

Start by creating a dedicated Space in ClickUp so every task, document, and dashboard for the launch lives in one organized area.

1. Create a new Space named after your product or launch program.

2. Add Folders for each major phase, such as:

   • Discovery & research

   • Product development

   • Go-to-market planning

   • Launch execution

   • Post-launch optimization

3. Inside each Folder, create Lists that match your internal workflow, for example “Messaging & Positioning,” “Website Updates,” or “Enablement.”

This structure mirrors the product launch lifecycle and keeps your ClickUp workspace predictable for every stakeholder.

Step 2: Use ClickUp Templates for Fast Setup

To avoid reinventing the wheel for every launch, rely on templates that bundle tasks, Docs, views, and custom fields.

Apply a Product Launch Template in ClickUp

1. Open your launch Space or Folder.

2. Click the option to add a new List from template.

3. Select a product launch or go-to-market template aligned with your process.

4. Import sample tasks, statuses, and fields, then tailor them to your launch scope.

Templates inspired by the ClickUp blog’s product launch software examples typically include:

• Pre-built task checklists for research, validation, and planning

• Marketing deliverable lists (blogs, email sequences, landing pages, ads)

• Engineering and QA tasks with dependency relationships

• Custom fields for launch tier, risk, channel, and owner team

Create Reusable Playbooks With ClickUp Docs

Capture your launch playbook as a ClickUp Doc so teams have a single source of truth.

1. Create a Doc that covers objectives, milestones, and required deliverables.

2. Add checklists for each launch tier (e.g., minor, major, flagship).

3. Embed views from related Lists so people can see live tasks inside the Doc.

4. Save the Doc as a template to reuse for future launches.

Step 3: Plan Timelines With ClickUp Views

Different workstreams need different visualizations. ClickUp offers flexible views so every team can see the launch plan in a way that fits their workflows.

Map the Launch Roadmap With ClickUp Gantt View

1. Open the main launch List or Folder.

2. Switch to Gantt view to see tasks across a timeline.

3. Set start and due dates for each key task or milestone.

4. Create dependencies (e.g., “Finish messaging” must precede “Design website hero”).

This helps you find schedule risks early and clearly communicate critical path items to stakeholders.

Coordinate Daily Work in ClickUp Board and List Views

Use multiple views to keep cross-functional work clear:

• Board view: Visualize tasks by status (Backlog, In progress, Ready for review, Approved, Launched).

• List view: Sort and filter by assignee, priority, or launch phase to create focused work queues.

• Calendar view: Place content, campaigns, and events on a unified launch calendar.

These views, used together, echo the best practices highlighted in the ClickUp product launch software article and keep everyone aligned on day-to-day execution.

Step 4: Track Launch Details With ClickUp Custom Fields

Custom fields let you transform your ClickUp tasks into structured, reportable launch data.

Set Up Key Launch Fields

For each launch task, add custom fields such as:

• Launch tier (e.g., P0, P1, P2)

• Channel (email, social, paid, in-app, PR)

• Owner team (Product, Marketing, Sales, Support)

• Risk level (low, medium, high)

• Target region or segment

These fields make it easy to slice and dice work in views and dashboards so leaders can understand scope, risk, and progress quickly.

Create Saved Filters in ClickUp

Turn your custom field combinations into reusable filters.

1. Filter by high-risk tasks due this week.

2. Save the view as “Weekly Risk Review.”

3. Share that view with leaders for a one-click health check.

Repeat this pattern for regional launches, specific channels, or individual teams.

Step 5: Automate Hand‑offs With ClickUp Automations

Automations remove manual follow-up work so the launch runs smoothly even when many teams are involved.

Build Simple ClickUp Automations

Common automation ideas include:

• When status changes to “Ready for review,” assign to the reviewer and notify them.

• When a dependency is unblocked, move the downstream task to “In progress.”

• When priority is set to “Urgent,” add a Launch Risk flag custom field.

To set an automation in ClickUp:

1. Open the List where you manage launch work.

2. Go to Automations and pick a trigger (status change, field update, new task).

3. Add actions like “assign to,” “change status,” or “post comment.”

4. Test the automation on a sample task before rolling it out widely.

Step 6: Monitor Progress With ClickUp Dashboards

Dashboards transform task data into real-time insights on launch readiness, workload, and timelines.

Design a ClickUp Launch Dashboard

Create a dashboard that leaders can review in a few minutes:

• Progress widgets: Show tasks by status and by launch phase.

• Time widgets: Chart overdue tasks and upcoming milestones.

• Workload widgets: Visualize assignments per team member to avoid bottlenecks.

• Custom field widgets: Break down work by tier, risk, or channel.

Because all project data lives in ClickUp, the dashboard updates automatically as teams change statuses, dates, and fields.

Step 7: Align Teams and Communication in ClickUp

Centralizing communication is critical for any high-stakes launch.

Use Comments and Assigned Comments

Inside each task, keep discussion and decisions in one place:

• Tag teammates in comments to clarify requirements.

• Convert a comment into an assigned comment when you need follow-up.

• Attach files or link Docs so reviewers have all context on hand.

Run Launch Meetings From ClickUp Views

Instead of scattered slides, rely on live ClickUp views during standups and launch check-ins:

• Filter tasks to “This week” during weekly planning.

• Open Gantt view for timeline and dependency reviews.

• Use your dashboard to quickly confirm overall launch health.

Step 8: Perform a Post‑Launch Review in ClickUp

Once the product is live, analyze performance and feed insights into your next launch.

Capture Learnings and Metrics

1. Create a Post-Launch Review Doc that includes goals, KPIs, and outcomes.

2. Embed relevant ClickUp dashboards for traffic, adoption, and campaign performance.

3. Log what worked, what did not, and how to improve your next template.

4. Turn the Doc into a template so every future launch follows the same review format.

Improve Your Launch Operations Beyond ClickUp

While ClickUp handles end-to-end execution, you may want expert help to refine processes, connect data sources, or design advanced automations and reporting.

Specialized consultancies like Consultevo can help you optimize your product launch workflows, integrate ClickUp into your broader tech stack, and standardize best practices across teams.

Next Steps

Using the structure, templates, and views described in the official ClickUp product launch software article, your team can build a repeatable system that keeps every launch organized, visible, and on schedule.

Set up your Space, apply templates, configure custom fields and dashboards, and use ClickUp as the shared operating system for your next product launch.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

Get Help

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