How to Use ClickUp RACI Templates

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How to Use ClickUp RACI Chart Templates Step by Step

ClickUp makes it simple to clarify project roles with RACI charts so every task has clear ownership, support, and approval. This how-to guide walks you through using ready-made RACI templates and building your own role assignment workflows.

Following these steps, you can turn confusing responsibilities into a shared, visual system that improves accountability across teams.

What a RACI Chart Is and Why ClickUp Helps

A RACI chart is a responsibility assignment matrix that maps who is:

  • Responsible: does the work
  • Accountable: owns the outcome and signs off
  • Consulted: provides input
  • Informed: kept in the loop

In traditional spreadsheets, these charts are hard to maintain as projects change. Using a RACI chart in ClickUp lets you connect role clarity directly to tasks, due dates, and project views.

Getting Started With ClickUp RACI Templates

Before you open any template, define the project and people involved so your RACI chart is accurate and actionable.

Step 1: Define Your Project Scope

Start with a clear project definition:

  • Goal or outcome you want to achieve
  • Timeframe and key milestones
  • Key deliverables or work packages

This scope will guide how you structure your RACI chart inside ClickUp.

Step 2: List Stakeholders and Roles

Identify everyone who touches the project:

  • Core project team
  • Managers and decision makers
  • Subject matter experts
  • External partners or clients

Group people by role or function so the RACI chart in ClickUp stays readable. For example, instead of listing individuals, you might list roles like “Product Manager” or “QA Lead.”

How to Access RACI Templates in ClickUp

You can create a RACI chart from scratch, but using a pre-built template saves time and keeps your structure consistent.

Step 3: Create a New Space, Folder, or List

Decide at which level you want to apply your RACI chart in ClickUp:

  • Space: for an entire team or department
  • Folder: for a project or program with several phases
  • List: for a specific project, sprint, or workflow

Open the left sidebar, then:

  1. Click the plus icon next to the level you want to create.
  2. Name the Space, Folder, or List based on your project.
  3. Choose any default views you want to enable.

Step 4: Apply a RACI Template

From your new location, you can apply a ready-made template designed for responsibility assignment. On the source page at ClickUp RACI Chart Templates, you’ll find a curated set of options that mirror spreadsheet matrices, project plans, and cross-functional workflows.

To apply one of these templates in the platform:

  1. Open the List where you want the RACI chart.
  2. Click the three-dot menu or use the “Templates” option.
  3. Search for “RACI” or “responsibility” to browse options.
  4. Select the template and click “Use Template.”
  5. Choose whether to import tasks, custom fields, and views.

Once applied, you’ll see a structure that already includes tasks, columns, and fields to manage roles.

Building a ClickUp RACI Matrix From Scratch

If you prefer to design your own layout, you can build a RACI matrix using tasks, custom fields, and views in ClickUp.

Step 5: Structure Tasks as Rows in the Matrix

Each row in a RACI chart represents a task or deliverable. In ClickUp, create a task for every activity that needs role clarity:

  • Discovery and research
  • Design and development
  • Testing and QA
  • Launch and rollout
  • Reporting and retrospective

Keep task names short and specific so stakeholders know exactly what they are responsible for.

Step 6: Add Custom Fields for R, A, C, and I

You can represent RACI assignments using custom fields in ClickUp:

  1. Open your List and click “+ Add Custom Field.”
  2. Create four Dropdown fields named “Responsible,” “Accountable,” “Consulted,” and “Informed.”
  3. Add role or team options (for example: Marketing, Product, Engineering, QA, Operations).
  4. Apply these fields to all tasks in the List.

Now, each task becomes a row in your RACI matrix, and the custom fields store who plays each role.

Step 7: Assign Owners to Each Role

Go task by task and assign appropriate roles in the custom fields:

  • Ensure each task has exactly one Accountable owner.
  • Assign at least one Responsible role for doing the work.
  • Add any Consulted experts for input.
  • Include teams or stakeholders that must be Informed.

For higher precision, you can also map specific people by combining role-based custom fields with individuals assigned to the task using native assignees in ClickUp.

Visualizing Your RACI Chart in ClickUp

Once roles are filled in, you can transform your List into matrix-style views that are easy to share.

Step 8: Use Table View for a RACI Matrix Layout

Table view gives you a grid layout similar to a spreadsheet:

  1. Open your project List.
  2. Click “+ View” and select “Table.”
  3. Show your RACI custom fields as columns.
  4. Hide nonessential columns to focus on roles.

This creates a clean matrix where rows are tasks and columns show R, A, C, and I assignments for fast scanning.

Step 9: Add Filters and Groups

To make your RACI chart more actionable:

  • Filter by Responsible to see everything a team owns.
  • Filter by Accountable to see who signs off on which tasks.
  • Group by status, priority, or milestone for progress tracking.

These views help project managers and leaders in ClickUp see ownership and bottlenecks in one place.

Best Practices for Maintaining RACI in ClickUp

A RACI chart is only useful if it stays current and visible. Use these practices to keep your setup effective:

Step 10: Review Roles at Each Milestone

Set recurring tasks or reminders to review RACI assignments at key project checkpoints:

  • Kickoff
  • Phase completion
  • Scope changes
  • Post-launch reviews

Update custom fields and assignees in ClickUp whenever responsibilities shift.

Step 11: Share Views With Stakeholders

Use sharing options to keep everyone aligned:

  • Pin your RACI Table view in the List.
  • Share read-only links with external stakeholders when appropriate.
  • Embed views in dashboards for leadership visibility.

Clear visibility ensures teams know who is Responsible and who is Accountable, reducing confusion and rework.

Step 12: Combine RACI With Automations

You can extend your RACI system using built-in automations in ClickUp. For example, you can:

  • Notify the Accountable owner when a task moves to “Review.”
  • Alert Consulted stakeholders when a task enters the “In Progress” status.
  • Send updates to Informed roles when work is completed.

Automating these steps helps maintain communication without manual follow-ups.

Where to Learn More About ClickUp RACI Templates

The official guide to RACI templates, examples, and use cases is published on the ClickUp blog. To explore specific templates and scenarios, visit the detailed article on RACI chart templates for ClickUp and review how different layouts support PMOs, product teams, and agencies.

If you need help implementing advanced setups, CRM-style workflows, or cross-workspace governance, specialized consulting firms such as Consultevo can help you design and optimize your workspace structure.

Start Using ClickUp for Clearer Responsibilities

Using RACI chart templates in ClickUp gives you a scalable way to define who does the work, who approves it, and who needs to be involved or informed. By combining custom fields, task structures, and flexible views, you replace static spreadsheets with a live accountability system connected to your real projects.

Follow the steps in this guide to set up your first RACI matrix, tailor it to your team, and keep it updated as your work evolves.

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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