How to Use ClickUp Product Management Templates

ClickUp product management templates help you launch ideas, plan sprints, and track releases without building every workflow from scratch. This guide walks you through exactly how to use them, from choosing the right template to customizing it for your team.

Follow the steps below to turn a blank workspace into a complete product management system in minutes.

Step 1: Open the ClickUp Template Center

The first step is accessing the library of ready-made product workflows inside ClickUp. You can do this from any Space, Folder, or List where you want to add a new process.

1. Log in to your workspace.

2. Navigate to the Space, Folder, or List where you want to add a new structure.

3. Select the option to create a new Space, Folder, or List.

4. When prompted, choose to start from a template instead of a blank item.

This opens the template library, where categories make it easy to find workflows designed specifically for product teams.

Step 2: Choose the Right ClickUp Product Template

ClickUp includes several product management templates covering everything from idea capture to release tracking. On the source page at the ClickUp product management template collection, you can see detailed examples of how each one works.

Common product-focused templates include:

• Product Strategy for roadmaps, goals, and high-level initiatives.

• Product Launch for planning milestones, assets, and go-to-market steps.

• Agile or Sprint boards for managing feature development and bugs.

• Product Backlog for capturing and prioritizing ideas and requests.

When picking a template, consider:

• What part of the product lifecycle you want to manage (strategy, discovery, delivery, or launch).

• How your team prefers to work (Kanban board, lists, timelines, or calendars).

• Which fields you already track (epics, stories, estimates, owners, or due dates).

Select the template that matches your immediate goal rather than trying to solve every process at once.

Step 3: Import the ClickUp Template into Your Workspace

Once you have selected a template, import it into your chosen location.

1. Click the template name in the library to open its details.

2. Review the description, example views, and custom fields.

3. Choose where you want to apply it (new Space, Folder, or List).

4. Confirm to import the structure, views, and fields.

Most product management templates include:

• Pre-built task statuses that reflect product workflows.

• Custom fields for priority, story points, type, and owner.

• Views such as List, Board, Calendar, or Gantt for different perspectives.

The import process instantly creates a working environment so your team can start adding real work items right away.

Step 4: Customize ClickUp Fields, Statuses, and Views

After importing, adapt the template so it matches how your team actually manages products. Every product team is different, so treat the ClickUp template as a starting point.

Adjust ClickUp Task Statuses

Statuses should mirror your product development phases. For example, you might want to add or rename stages such as:

• Backlog

• Ready for Development

• In Progress

• In Review

• Ready for Release

• Done

Update statuses so that stakeholders can quickly understand the state of every feature or bug at a glance.

Configure ClickUp Custom Fields

Product management templates often ship with pre-configured custom fields. Review them and remove anything you do not need to keep your workspace clean. Common helpful fields include:

• Feature type (Epic, Story, Bug, Task).

• Impact or value score.

• Effort estimate or story points.

• Release or sprint name.

Use dropdowns or numbers for prioritization so that sorting and filtering become simpler during planning meetings.

Refine ClickUp Views for Your Team

ClickUp views determine how your team experiences the template. Popular view configurations for product teams include:

• A List view grouped by status for backlog grooming.

• A Board view for Kanban-style sprint execution.

• A Timeline or Gantt view for release planning and dependencies.

• A Calendar view for feature launch dates and milestones.

Rearrange views and pin the most important ones so everyone can find what they need in seconds.

Step 5: Add Product Work to Your ClickUp Template

With the structure in place, start filling the template with your real product data.

1. Create tasks for features, bugs, and experiments.

2. Assign owners and set due dates to create accountability.

3. Tag each item with the relevant release, sprint, or epic.

4. Attach supporting documents, designs, specs, and user research.

Because the template already includes the right fields and views, your data is automatically organized for planning sessions, status updates, and stakeholder reviews.

Step 6: Collaborate with Your Team in ClickUp

Product work rarely happens in isolation. Use the collaboration features within the template to keep everyone aligned.

Use Comments and Mentions

Each task inside the product management template can serve as a central discussion thread. Use comments to:

• Clarify requirements and acceptance criteria.

• Ask questions and tag teammates for input.

• Share decisions and outcomes for future reference.

Mentions help route information to the right people without adding more meetings or messages in other tools.

Automate Repetitive ClickUp Workflows

Once your template is running smoothly, consider adding automation rules. For example, you can:

• Automatically move items to a new status when a custom field changes.

• Assign tasks to a default owner when they reach a specific stage.

• Post comments or notify channels when work is marked ready for release.

Automation keeps your product management process consistent and reduces manual updates.

Step 7: Track Progress and Improve Your ClickUp Setup

After a few sprints or releases, review how your template is performing.

• Check which fields the team actually uses and remove unnecessary ones.

• Refine statuses that cause confusion or slow down handoffs.

• Add new views if stakeholders ask for different reporting formats.

• Use dashboards for higher-level overviews of velocity, workload, and release status.

Iterative improvements ensure the template continues to fit your evolving product strategy and team structure.

Next Steps: Get More from ClickUp Templates

By following these steps, you can turn any product management template into a complete, customized system that supports your roadmap, delivery, and launches. To deepen your skills and explore more examples, review the official templates on the source page and experiment with additional configurations tailored to your workflow.

If you want expert help setting up or optimizing your workspace, you can also explore consulting and implementation services from partners such as Consultevo, which specialize in modern work management systems.

Start with one ClickUp product management template, adapt it using the steps above, and refine it as your team grows. Over time, your workspace will become a powerful central hub for every stage of the product lifecycle.

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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