×

Project Status Reports in ClickUp

/ ClickUp / By

How to Build a Project Status Report Template in ClickUp

Using ClickUp to manage project status reports helps you keep stakeholders informed, spot risks early, and keep every task aligned with your goals.

This how-to guide walks you through setting up a reusable project status report template step-by-step, based on the best practices highlighted in the official ClickUp project status report template guide.

Why Use ClickUp for Project Status Reporting

Before building your template, it helps to understand what a strong status report should include and why ClickUp is a solid platform for it.

A good project status report answers three core questions:

  • Where does the project stand right now?
  • What changed since the last update?
  • What decisions or support are needed next?

ClickUp lets you turn these questions into a repeatable, structured workflow that any team member can follow.

Plan Your ClickUp Project Status Report Template

Start by deciding what your ideal weekly or monthly update should contain. From the source template, the most useful sections include:

  • Project summary and objectives
  • Current status and health
  • Timeline and milestones
  • Key accomplishments
  • Upcoming work
  • Risks, issues, and blockers
  • Budget or resource notes

Map these sections out on paper or in a simple document. This will guide what you build in ClickUp.

Step 1: Create a Space and Folder in ClickUp

First, organize where your project status reports will live inside ClickUp.

  1. Create or open a Space dedicated to your team or department.

  2. Inside that Space, add a Folder named something like Project Status Reports.

  3. Within the Folder, you can create one List per project or a single List that holds reports for multiple projects, based on your reporting habits.

This structure keeps your status reporting separate from day-to-day tasks while still inside the same ClickUp workspace.

Step 2: Set Up a Reusable ClickUp List Template

Next, turn your reporting structure into a template at the List level so you can reuse it across projects.

  1. Create a new List named Project Status Report Template.

  2. Add a short description explaining how and when the List should be used (for example, Weekly project status reporting for stakeholders).

  3. Apply your preferred views (List view, Board view, or a Doc view) so users can see status reports in different formats.

Once you configure this List, you will save it as a ClickUp List template for quick reuse.

Step 3: Build Core Status Fields in ClickUp

To standardize how progress is reported, add Custom Fields and key properties inside your List.

Recommended ClickUp Custom Fields

  • Overall Status (Dropdown): On Track, At Risk, Off Track, On Hold
  • Reporting Period (Date Range or Text): Week or month covered
  • Project Phase (Dropdown): Planning, Execution, Monitoring, Closure
  • Owner (User): Person responsible for the report
  • Health RAG (Dropdown or Label): Red, Amber, Green

These fields give stakeholders a quick visual snapshot in ClickUp without reading the entire report.

Organize Fields for Clear Reporting

Arrange your fields in a logical order so that anyone opening a task or view inside ClickUp can quickly grasp:

  • Which reporting period they are looking at
  • Who owns the update
  • Whether the project is on track

This will also make it easier to build dashboards and filters later.

Step 4: Design a Task-Based ClickUp Status Report Template

Instead of writing one long document, treat each report as a task in ClickUp with a structured task description.

  1. Create a sample task called Weekly Status Report Template.

  2. In the task description, add repeatable sections such as:

    • Project Overview
    • Current Status
    • Progress Since Last Report
    • Upcoming Milestones
    • Risks and Issues
    • Action Items & Owners

  3. Use bullet points under each heading so updates stay short and clear.

  4. Add a checklist or subtasks for standard actions, like Review with team, Share with sponsor, or Log decisions.

After you refine this structure, you will convert this task into a ClickUp task template.

Step 5: Save Your ClickUp Templates

Now that your List and example task are ready, turn them into templates inside ClickUp so everyone can reuse them.

Save the List as a ClickUp Template

  1. Open your Project Status Report Template List.

  2. Use the List settings menu and select the option to save as a template.

  3. Name it clearly, such as Standard Project Status List, and add a short description.

  4. Choose which elements to include, such as views, Custom Fields, and sample tasks.

Save the Task as a ClickUp Template

  1. Open the Weekly Status Report Template task.

  2. From the task options, select the option to save as a task template.

  3. Give it a descriptive name like Weekly Project Status Report.

  4. Include the description, checklists, and Custom Fields so each new report starts pre-filled with structure.

With both templates saved in ClickUp, any team member can spin up a new reporting List or task in a few clicks.

Step 6: Automate Recurring Status Reports in ClickUp

Automation helps ensure reports are created and delivered on schedule without manual reminders.

Use Recurring Tasks in ClickUp

  1. Create a new task from your Weekly Project Status Report template.

  2. Set it to recur weekly or monthly on a specific day.

  3. Assign it to the project manager or designated owner.

  4. Set due dates and reminders so the owner gets notified before the report is due.

Each cycle, ClickUp will generate a fresh task with your template’s structure and fields, ready for updates.

Build Simple Automations

Depending on your ClickUp plan, you can also create automations such as:

  • When a status report is marked complete, notify a stakeholder group.
  • When a health field is set to Red, @mention key decision-makers.
  • When a new report task is created, add it to a reporting dashboard.

These automations make your reporting workflow more reliable and visible.

Step 7: Share and Visualize Project Status in ClickUp

Once your reports are structured and automated, focus on how stakeholders will consume the information.

Create Dashboards in ClickUp

Use dashboards to turn your status tasks and fields into high-level visuals:

  • Widgets filtered by List or project
  • Charts grouped by health (Red/Amber/Green)
  • Tables showing the latest report per project
  • Time-series charts of status trends

Dashboards enable leaders to scan the health of multiple projects at once.

Share Views and Docs

For stakeholders who prefer a document-style view, create a Doc inside ClickUp that aggregates or summarizes report information. You can link tasks, embed views, or maintain a running log of weekly highlights for quick reference.

Step 8: Improve Your ClickUp Status Report Over Time

After a few reporting cycles, review how the template is working.

Ask your team and stakeholders:

  • Which sections of the report are most valuable?
  • What information is missing?
  • Which details are rarely used and could be removed?

Based on this feedback, update the List template, task template, and any dashboard widgets in ClickUp so that future reports are more focused and easier to create.

Next Steps

By turning project status reports into templates and automations in ClickUp, you get consistent updates, faster reporting, and clearer visibility across your portfolio. To further optimize your project workflows and reporting strategy, you can explore specialized consulting services at Consultevo for additional guidance on process design and workspace configuration.

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

“`

Verified by MonsterInsights