How to Use ClickUp Web Hosting Templates Step by Step

ClickUp offers flexible web hosting templates that help you plan, build, and manage websites with clear workflows instead of scattered tasks and notes. This guide walks you through a simple, repeatable process to turn those templates into a practical system for your entire web hosting lifecycle.

The instructions below are based on the web hosting templates highlighted in the official ClickUp blog article on web hosting templates.

Step 1: Choose the Right ClickUp Web Hosting Template

Before you start building tasks and dashboards, decide which ClickUp template best fits your hosting operation and team structure.

Identify your hosting workflow needs

Clarify what you need to organize:

• Client website projects and deliverables
• Server provisioning and environment setup
• DNS and domain management
• Website migrations and backups
• Ongoing maintenance, security, and updates

Once you know your priorities, you can pick the most suitable ClickUp template from the recommendations on the source page.

Common ClickUp template types for hosting

• Website project management templates for planning and building sites
• Sprint or Agile templates to ship hosting improvements in iterations
• IT and operations templates to track incidents and changes
• Client onboarding templates to standardize how new hosting clients are set up

Start with one core ClickUp template and expand later as your process matures.

Step 2: Create a New Space or Folder in ClickUp

To keep hosting work separate and organized, create a dedicated Space or Folder in ClickUp.

Create a hosting Space

1. Open your ClickUp workspace.
2. In the sidebar, select + Space.
3. Name it something like Web Hosting Operations.
4. Choose a color and icon that make it easy to spot.
5. Set permissions so only the right team members have access.

Use Folders for client or product segmentation

Inside the hosting Space, add Folders to separate work:

• By client type: Agencies, SMBs, enterprise
• By hosting product: Shared, VPS, dedicated, managed WordPress
• By region: US, EU, APAC

This structure lets you apply different ClickUp templates to each Folder without mixing tasks.

Step 3: Apply a ClickUp Template to a List

Most web hosting templates in ClickUp are designed to be applied at the List level, where day-to-day tasks live.

Create a List for each hosting project

1. Open the correct Folder in ClickUp.
2. Click + List.
3. Name the List according to the website or client, for example Client A – Website Hosting.
4. Click Use Template or the template icon.

Search and apply the ClickUp template

1. In the template gallery, filter by category such as IT, Operations, or Project Management.
2. Select the recommended web hosting or website management template referenced on the official ClickUp blog page.
3. Review what will be imported (statuses, fields, views, and tasks).
4. Click Use or Apply Template to add it to your List.

Your List now contains a ready-made structure for managing web hosting tasks in ClickUp.

Step 4: Customize ClickUp Statuses for Hosting Work

Statuses define how work moves from request to completion inside ClickUp. Tailor them to match your hosting lifecycle.

Define your hosting workflow stages

Common web hosting status examples include:

• Intake – New hosting or change request received
• Planning – Requirements, access, and timelines confirmed
• Provisioning – Server or environment setup in progress
• DNS & Domain – DNS updates, SSL, and domain configuration
• Migration – Files, databases, and content being moved
• Testing – Staging, performance, and security checks
• Go-Live – Final switch, monitoring, and validation
• Maintenance – Patches, backups, and optimizations
• Closed – Work completed and documented

Edit statuses in ClickUp

1. Open your List that uses the hosting ClickUp template.
2. Click the Status menu at the top of the List or Board view.
3. Add, rename, or delete statuses so they match your real process.
4. Group them under Open, In Progress, and Done to keep reporting accurate.

This customization keeps the original ClickUp template structure while reflecting how your team actually runs hosting projects.

Step 5: Configure Custom Fields in ClickUp

The web hosting templates described on the ClickUp blog rely on Custom Fields to track technical details and SLAs.

Key hosting Custom Fields to add

• Domain Name (text)
• Hosting Plan (dropdown)
• Server Type (dropdown for shared, VPS, dedicated, cloud)
• Data Center Location (text or dropdown)
• SSL Status (dropdown: pending, active, expired)
• Renewal Date (date)
• Priority (dropdown or label)
• Client Contact (text or email)

Add fields to your ClickUp List

1. In your hosting List, open the + icon on the right of the column headers.
2. Select Custom Field.
3. Choose the field type (text, dropdown, date, etc.).
4. Name the field and add options where required.
5. Repeat for each data point you want to track.

With these fields, every task in ClickUp carries the essential hosting context needed by your team.

Step 6: Build Standard Operating Procedures with ClickUp Docs

To ensure consistency, convert web hosting best practices from the source article into documented procedures inside ClickUp.

Create a hosting SOP Doc

1. In your hosting Space, click Docs.
2. Create a new Doc named Web Hosting SOPs.
3. Use headings for core processes such as provisioning, migrations, security, and incident response.
4. Link each procedure to the relevant Lists or tasks using task mentions.

Connect Docs to tasks in ClickUp

For each template-based task, such as Set up DNS or Configure backups, attach the related Doc section. This ensures technicians can follow the same steps every time.

Step 7: Use ClickUp Views to Monitor Hosting Work

The same ClickUp template can look very different depending on the view you choose. Switch views to monitor web hosting work from different angles.

Useful views for hosting teams

• List View: Detailed table of all hosting tasks with Custom Fields.
• Board View: Kanban-style view to drag tasks through statuses.
• Calendar View: Visual schedule of go-lives, renewals, and maintenance windows.
• Gantt View: Dependencies and timelines for large site migrations or multi-phase launches.
• Dashboard: High-level metrics and charts for ticket volume, SLA compliance, and open incidents.

Create a monitoring Dashboard in ClickUp

1. From your hosting Space, click Dashboards.
2. Create a new Dashboard called Hosting Operations.
3. Add widgets such as task lists, pie charts by status, and line charts by due date.
4. Filter widgets to show only Lists that use your web hosting templates.

This Dashboard gives managers a real-time view of hosting performance directly in ClickUp.

Step 8: Automate Repetitive Hosting Tasks in ClickUp

The templates showcased on the ClickUp blog become far more powerful when combined with Automations.

Common hosting automations

• When a task moves to Go-Live, assign it to a specific engineer.
• When status changes to Maintenance, set a recurring due date for weekly or monthly checks.
• When Renewal Date is 30 days away, automatically create a reminder task.
• When priority is set to High, send a notification to a dedicated channel.

Set up Automations in ClickUp

1. Open the List that uses your web hosting template.
2. Click the Automate button.
3. Select a rule type, such as When status changes or When due date arrives.
4. Define the trigger, condition, and resulting action.
5. Test the automation with a sample task.

These automations turn your ClickUp templates into a proactive system that reduces manual follow-up.

Step 9: Standardize Client Onboarding with ClickUp Templates

Client onboarding is one of the most valuable uses of ClickUp for web hosting teams.

Build a reusable onboarding List template

1. Create a new List named Client Onboarding – Master.
2. Add tasks for access collection, DNS changes, backups, performance checks, and go-live approvals.
3. Apply a ClickUp web hosting template as a base if available, then customize.
4. Save the List as a new template so you can reuse it for every new client.

Use the onboarding template for each new client

1. When a new client signs up, create a List in their Folder.
2. Apply your Client Onboarding ClickUp template.
3. Update Custom Fields with the client’s domain, plan, and contacts.
4. Assign tasks to the correct technicians and set due dates.

This approach delivers a consistent, repeatable onboarding experience and reduces the risk of missing critical steps.

Step 10: Continuously Improve Your ClickUp Hosting Setup

The official blog article encourages experimenting and iterating on templates. Treat your ClickUp hosting configuration as a living system.

Review performance and make updates

• Identify bottlenecks where tasks stay in one status too long.
• Adjust fields or statuses to better match real-world work.
• Retire unused views and add ones that highlight key hosting metrics.
• Update Docs and SOPs when processes change.

Schedule a quarterly review to refine your ClickUp hosting templates and keep them aligned with your operations.

Next Steps and Helpful Resources

To refine your broader digital operations and strategy around these workflows, you can explore expert consulting resources like Consultevo for additional process design and optimization guidance.

For more template inspiration and detailed examples of how teams structure their hosting and website projects, study the official ClickUp blog guide on web hosting templates and adapt its recommendations directly into your workspace.

By following these steps, you will transform pre-built ClickUp web hosting templates into a fully customized system that supports planning, provisioning, monitoring, and improving every website you manage.

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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