How to Run Effective Sprint Reviews in ClickUp

Using ClickUp for sprint reviews helps Agile teams turn every sprint into clear insights, decisions, and improvements instead of vague discussions and scattered notes.

This step-by-step guide shows you exactly how to organize, run, and follow up on sprint reviews by leveraging ClickUp templates and features inspired by the patterns in the ClickUp sprint review templates overview.

Why Use ClickUp for Sprint Reviews

Traditional sprint review meetings often suffer from unclear goals, missing context, and poor follow-up. ClickUp centralizes your sprint details, discussions, and outcomes in a single workspace.

Using a structured approach in this platform helps you:

Capture all sprint work and results in one place
Share a clear agenda before the meeting
Standardize your review process using templates
Assign follow-up work directly from the meeting notes
Build a repeatable, data-driven sprint review cycle

Step 1: Prepare Your Sprint Review Space in ClickUp

Before you start inviting stakeholders, set up the right space for reviews in ClickUp so every sprint follows the same structure.

1.1 Choose Where Your Sprint Lives in ClickUp

Decide on the level where sprint work will be tracked:

Space: For an entire product or department
Folder: For a group of related projects or releases
List: For a single sprint or iteration

A common pattern is to have a Product space, a Sprints folder, and each sprint as its own List.

1.2 Add Custom Fields for Sprint Reviews in ClickUp

Custom Fields help you capture review-specific information. Consider adding:

Sprint Goal: Short statement of what the team planned to achieve
Demo Status: Ready to demo, blocked, or needs follow-up
Stakeholder Feedback: Summary of key reactions
Outcome: Accepted, rejected, or needs rework

These fields make it easier to filter tasks during the review and generate summary views.

1.3 Create a Reusable Sprint Review Doc in ClickUp

Use a Doc as your repeatable meeting template. Include sections like:

Meeting details (date, sprint name, attendees)
Sprint goals and key metrics
Demo agenda
What worked well
What needs improvement
Action items and owners

Save this Doc as a template so every sprint review starts from the same structure.

Step 2: Build a Sprint Review Agenda in ClickUp

A clear agenda keeps your sprint review focused on outcomes, not just presentations. Use ClickUp Docs and tasks to share the plan ahead of time.

2.1 Draft the Agenda in a ClickUp Doc

In your review Doc template, outline an agenda similar to:

Welcome and sprint goal recap
Key metrics and summary
Completed work demos
Partially done or blocked work
Stakeholder feedback and Q&A
Next steps and action items

Assign the Doc to the Scrum Master or Product Owner and set a due date before the meeting so it’s ready for participants.

2.2 Link Agenda to the Sprint List in ClickUp

Attach the sprint review Doc to your sprint List so anyone viewing the List can easily open the agenda.

From the List view, add the Doc in the right-hand panel or via relationships. This keeps tasks, metrics, and the agenda interconnected.

2.3 Share the Agenda with Stakeholders in ClickUp

Use the Share controls on the Doc to invite stakeholders. You can:

Give edit access to team members who present demos
Give comment access to stakeholders so they can leave notes
Enable a public link if needed for external viewers

Encourage attendees to review the agenda and sprint goals before the meeting to save time.

Step 3: Collect Sprint Data and Prepare Demos in ClickUp

Next, gather the sprint outcomes, tasks, and metrics you’ll present in the review. This is where the data in ClickUp becomes the backbone of your conversation.

3.1 Organize Completed Work in ClickUp Views

Create custom views that highlight review-ready tasks, for example:

Board view: Grouped by Status to show Done, In Progress, Blocked
List view: Filtered to only show tasks completed in the current sprint
Table view: Displaying estimates, actuals, and story points for comparison

Use these views during the live meeting to walk stakeholders through the work.

3.2 Prepare Demo Tasks in ClickUp

Create a dedicated “Demo” section or tag in your sprint List. For each demo item:

Add a short description of what will be shown
Assign an owner who will present
Attach screenshots, links, or recordings
Use Custom Fields to mark priority demos

Link each demo task back to the underlying user stories so questions can be answered quickly.

3.3 Capture Sprint Metrics in ClickUp

From your sprint List, use fields like story points, time estimates, and actuals to calculate:

Total committed vs. completed work
Stories carried over to the next sprint
Lead time and cycle time patterns

Summarize these metrics in the top section of your sprint review Doc for quick reference.

Step 4: Run the Sprint Review Meeting in ClickUp

When it’s time to meet, keep ClickUp open as the single source of truth for all content, notes, and decisions.

4.1 Start with the Sprint Goals in ClickUp

Open your sprint review Doc and walk through:

The sprint goal and how it connects to product objectives
Key metrics from the sprint List
Any major scope changes during the sprint

This provides context so demos are evaluated against the original intent, not just the implementation.

4.2 Demo Completed Work Directly from ClickUp

Use the demo tasks and views to guide the walkthrough:

Open each demo task in ClickUp
Show relevant attachments, mockups, or links
Confirm acceptance criteria and status
Record stakeholder feedback in a comment or Custom Field

When feedback requires changes, create follow-up subtasks on the spot and assign owners.

4.3 Discuss Partially Done or Blocked Items in ClickUp

Filter your sprint view to show In Progress or Blocked items. For each:

Explain what’s completed and what remains
Document root causes of delays
Decide whether to move the task to the next sprint or backlog

Update statuses in real time so your workspace always reflects current decisions.

Step 5: Capture Feedback and Actions in ClickUp

The value of a sprint review comes from what you learn and what you do next. Use ClickUp to turn feedback into concrete, trackable work.

5.1 Record Stakeholder Feedback in ClickUp Docs

During the meeting, keep your sprint review Doc open and add notes under sections like:

Positive outcomes and wins
Concerns or risks raised
Requests for future improvements

Tag stakeholders and team members in comments to clarify ownership and expectations.

5.2 Create Follow-Up Tasks in ClickUp

Convert feedback into tasks directly from your Doc or sprint List:

Highlight a feedback item in the Doc
Use the option to convert it into a task
Assign an owner and due date
Link it to the product backlog or the next sprint

Group follow-up tasks in a dedicated “Post-Review Actions” List so nothing is lost between meetings.

5.3 Share the Sprint Review Summary with ClickUp

Once notes and actions are finalized:

Share the sprint review Doc with all relevant stakeholders
Pin key decisions at the top for quick scanning
Embed important views (like completed work or carry-over items)

This creates a transparent record of what was delivered and what happens next.

Step 6: Standardize Your Sprint Review Process in ClickUp

After running a few reviews, refine your templates and workflows so every sprint benefits from the previous one.

6.1 Turn Your Best Setup into a ClickUp Template

When you are satisfied with your structure:

Save your sprint List as a template with views, Custom Fields, and statuses
Save your sprint review Doc as a template
Bundle them into a repeatable pattern for each new sprint

This reduces prep time and keeps reviews consistent across teams.

6.2 Continuously Improve with ClickUp

Use insights from each review to evolve your process:

Adjust Custom Fields to capture better data
Refine agenda sections that generate the most value
Update views to highlight what stakeholders care about most

Over time, your sprint review workflow becomes a self-improving system inside your workspace.

Additional Resources Beyond ClickUp

For broader support on workflow design, templates, and optimization, you can explore consulting services like Consultevo, which focus on improving digital operations and project delivery processes.

To dive deeper into the template concepts that inspired this guide, review the original article on sprint review templates available from ClickUp.

By following these steps and standardizing your approach, you can run efficient, predictable sprint reviews that fully leverage the capabilities of ClickUp while keeping teams and stakeholders aligned.

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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