How to Review Work in ClickUp

ClickUp makes it easy to review creative work, collect feedback, and approve assets without messy email chains or scattered notes. This how-to guide walks you step by step through using proofing-style features in the platform so your design, content, and marketing teams can streamline reviews.

The instructions below are based on workflow best practices highlighted in the ClickUp proofing tools guide, adapted into a clear, practical tutorial.

Why Use ClickUp for Content Reviews

Before jumping into the steps, it helps to understand why teams manage reviews directly inside ClickUp instead of separate tools or email.

• Centralizes files, comments, tasks, and approvals in one workspace
• Reduces back-and-forth and confusion about which version is final
• Gives every stakeholder visibility into status and ownership
• Links every piece of feedback to an actionable task

When you combine these advantages, your review cycles become shorter, clearer, and easier to track.

Prepare Your Workspace in ClickUp

Set up a simple structure so every file, comment, and revision has a home.

Create a Review Space in ClickUp

1. Open your workspace and create a dedicated Space for creative or content operations.

2. Add a Folder for “Campaign Assets,” “Design Requests,” or any category that matches your process.

3. Within the Folder, create Lists such as “In Progress,” “In Review,” and “Approved.”

This layout mirrors the review funnel and keeps each asset moving in a predictable path.

Define Custom Statuses in ClickUp

Statuses make it obvious where each asset sits in the review cycle.

1. Open List settings and add custom statuses like:

   • Draft
   • Ready for Review
   • Changes Requested
   • Approved

2. Use color coding so reviewers can identify status at a glance.

3. Ensure every team member understands what each status means and when to switch it.

Attach Assets for Review in ClickUp

Now you can add the files, links, and creative materials that need feedback.

Upload Files to ClickUp Tasks

1. Create a task for each asset, such as a landing page, ad creative, or document.

2. Use a clear naming pattern like “Campaign – Asset Type – Version.”

3. Attach files directly to the task. This can include:

   • Images and mockups
   • PDFs
   • Videos
   • Copy documents or slide decks

4. Assign the task to the owner responsible for revisions.

Centralizing everything in the task ensures people always know which file is current.

Share Links and Cloud Files with ClickUp

If your assets live in tools like Google Drive, Figma, or another cloud platform, you can still manage the review process from ClickUp.

• Paste share links into the task description or comments.

• Use integrations where available to embed content or connect accounts.

• Keep the most recent live link pinned at the top of the task description.

This keeps all the context and discussion in one place while your files remain in their native tools.

Collect Feedback Efficiently in ClickUp

The heart of any review workflow is clear, actionable feedback. ClickUp helps you structure that feedback around each task.

Use Comments to Coordinate in ClickUp

1. Open the task containing the asset that needs review.

2. Tag reviewers with @mentions and specify exactly what you need, for example: “@Alex Please review headlines and call-to-action by Thursday.”

3. Ask reviewers to reply in a single comment thread per topic to avoid fragmentation.

Comments keep the conversation tied to a specific task, so decisions are easy to track later.

Turn Feedback Into Action Items in ClickUp

Unstructured comments often get lost. Convert them into clear tasks so nothing is missed.

1. When you receive feedback, highlight the specific change request.

2. Create a nested subtask or checklist item for each requested change, such as:

   • Update headline on hero banner
   • Adjust color contrast on button
   • Shorten video intro by 3 seconds

3. Assign each item to the right person and set due dates.

This approach transforms general feedback into a trackable list of deliverables.

Manage Versions and Approvals in ClickUp

During several rounds of review, it is easy to lose track of versions. A simple structure in ClickUp keeps everything aligned.

Track Versions Clearly in ClickUp

• Add version numbers to file names (v1, v2, final) and mirror them in the task title or custom field.

• Maintain a short “Version history” section in the description noting dates and major changes.

• Archive or move old versions into a “Previous Versions” section of the task.

With this structure, reviewers always know they are looking at the latest iteration.

Set Clear Approval Rules in ClickUp

1. Decide who has authority to mark a task as Approved.

2. Document approval criteria in the task description, such as brand checks, legal sign-off, or technical validation.

3. When final approval is granted, update the task status to Approved and add a short note summarizing the decision.

Once the asset is approved, you can move or automate it into a delivery or deployment List.

Optimize Collaboration Workflows with ClickUp

After you have the basics working, refine your review workflows to save even more time.

Create Reusable Review Templates in ClickUp

• Build a task template that includes:

  • Standard description sections (Brief, Requirements, Version History)
  • Default subtasks for typical review stages
  • Custom fields for channel, owner, and due dates

• Use the template for every new asset so your process is consistent.

Templates reduce setup work and help new team members ramp up faster.

Automate Routine Steps in ClickUp

Automations can move tasks, update assignees, or notify reviewers without manual effort.

1. Create simple rules such as:

   • When status changes to Ready for Review, notify reviewers and move task to the In Review List.
   • When status changes to Approved, reassign the task to the implementation owner.

2. Test each automation with a sample task before rolling it out to the whole team.

These automations remove repetitive work and ensure nothing slips through the cracks.

Measure and Improve Your ClickUp Review Process

Use reporting and tracking habits to improve your review cycle over time.

• Track how long tasks spend in the Ready for Review and Changes Requested statuses.

• Identify bottlenecks where approvals regularly stall.

• Adjust assignees, deadlines, or steps in your templates to relieve pressure points.

Regularly reviewing performance will help you shorten review cycles and ship work faster.

Next Steps

With a clear structure, organized comments, and simple automation, you can run fast and reliable reviews inside ClickUp. For broader operational consulting around workflows, AI adoption, and content operations, you can also explore experts at Consultevo.

Use the best practices described here to adapt your own setup and build a repeatable, scalable review system that grows with your team.

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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