How to Use ClickUp Software Development Templates
ClickUp includes ready‑made software development templates that help your team manage backlogs, sprints, releases, and documentation in a single organized workspace. This guide walks you step by step through finding, applying, and customizing these templates so your team can start building immediately.
Understand ClickUp Software Development Templates
Before you start, it helps to know what the software development templates in ClickUp are designed to do. They provide prebuilt structures for agile workflows, documentation, and product delivery so you do not need to create everything from scratch.
From the source page, software development templates are grouped into three main solution categories:
- Software development: For managing tickets, bugs, sprints, and releases.
- IT ops and security: For handling incidents, service requests, and security tasks.
- Product: For roadmaps, feature planning, and product discovery.
Each template comes with views, statuses, fields, and example tasks tailored to a specific development workflow.
How to Find Software Development Templates in ClickUp
You can browse software development templates directly from within ClickUp. Use these steps as a general how‑to flow, based on the structure outlined in the source help article.
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Open your Workspace
Sign in to your ClickUp Workspace where you want to add development workflows. -
Choose location for the template
Decide at which level you want to apply the template:- Space for an entire engineering department.
- Folder for a specific product or codebase.
- List for a project, sprint, or backlog.
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Open Templates
In the chosen location, open the template selection option (usually via the template icon or the “+” menu). This is where you can search software development templates. -
Search for development templates
Use search terms like “software development”, “agile”, “sprint”, “scrum”, or “product” to filter the template library.
The interface can surface the same solutions highlighted in the online gallery, including software development, IT ops and security, and product templates.
Apply ClickUp Software Development Templates
Once you find a suitable template, you can apply it to your chosen Space, Folder, or List. Follow this general process drawn from the solution categories described on the source page.
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Preview the template
Open the template preview to see included views, statuses, and example tasks. Confirm that it matches your team’s agile or software development process. -
Select import options
When applying the template, choose what to import, such as:- Views (Board, List, Gantt, or Docs).
- Statuses (e.g., To Do, In Progress, In Review, Done).
- Custom fields (e.g., Story Points, Priority, Sprint).
- Sample tasks (user stories, bugs, or epics).
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Apply to the location
Confirm the target Space, Folder, or List. The ClickUp template will then create the structure and content in that location. -
Review the new structure
After import finishes, walk through the views and example tasks to understand how to use the new setup for your software projects.
Customize ClickUp Software Development Workflows
The value of a software development template in ClickUp comes from adjusting it to match your team’s real process. Use the imported structure as a base, then fine‑tune.
Adjust ClickUp statuses and workflows
Templates typically include recommended statuses and workflows. Adapt them to mirror your team’s lifecycle.
- Rename statuses to match your terminology.
- Add extra steps for QA, code review, or deployment.
- Remove statuses that you do not use to keep boards clean.
This keeps your boards and lists aligned with how your real development cycle runs.
Configure custom fields in ClickUp
Software development templates use custom fields to track technical details. Adjust these so your team always captures the right data.
- Story points or estimated effort.
- Issue type (bug, feature, chore).
- Severity or impact level.
- Component, module, or service name.
You can edit or add custom fields in ClickUp to support things like release trains, microservices ownership, or security classification.
Tailor views for your dev team
Templates usually include multiple views:
- Board view for scrum or Kanban.
- List view for backlog grooming.
- Gantt view for timelines and dependencies.
- Docs for specifications and release notes.
Rearrange, add, or hide views in ClickUp so each role (developers, QA, product managers) sees what they need first.
Use ClickUp Templates for Agile Sprints
Several software development templates are built around agile and scrum workflows. After applying an agile template, you can set up sprints and backlogs in ClickUp as follows.
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Create or identify the backlog List
Use the list created by the template to store all user stories, bugs, and tech tasks. -
Group work into sprints
Use sprint Lists or Sprint custom fields (depending on the template) to define fixed‑length iterations. -
Plan each sprint
During planning, move tasks into the current sprint, assign owners, and add estimates with custom fields. -
Track progress
Use Board or List views, plus burndown‑style widgets (if available in your plan), to monitor sprint progress. -
Review and improve
At the end of each sprint, review completed work, update statuses, and refine the backlog for the next cycle.
Manage Releases and Bugs with ClickUp Templates
Other templates focus on release and bug management. After applying such a template, you can follow this high‑level approach.
- Use a Release or Version custom field to tag tasks to upcoming versions.
- Create Lists for bugs, hotfixes, and maintenance items.
- Filter by severity, priority, or component to triage issues quickly.
- Use Docs to keep changelogs and release notes connected to tasks.
This structure keeps your development and QA teams aligned on what ships when.
Collaborate Across IT Ops, Security, and Product in ClickUp
The source article explains that software development templates in ClickUp are part of a broader solution set that spans IT ops, security, and product management. Using compatible templates across these domains helps you:
- Share a single task model across engineering and support.
- Standardize incident or security workflows.
- Align product roadmaps with engineering execution.
Because of this, your workspace can connect product discovery, feature design, coding, and incident response without switching tools.
Where to Learn More About ClickUp Development Templates
The original help article with full details and links to each template lives in the ClickUp Help Center. You can read it here: Software development templates in ClickUp.
For broader workflow strategy, automation design, and implementation help, you can also consult external specialists. A good starting point is Consultevo, which covers process optimization, documentation, and tooling strategy for teams adopting work management platforms.
By combining the built‑in software development templates in ClickUp with thoughtful customization and clear processes, you can deliver features faster, coordinate teams more easily, and keep your entire development lifecycle in one organized system.
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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