ClickUp Internal Review Workflow & Slack Notifications

Overview

When submitting completed work for internal review, the team follows a two-step process: updating the task status in ClickUp and sending a follow-up Slack notification. The Slack step is essential because some team members keep ClickUp notifications disabled and may not see tag alerts in time.

This workflow was established during ^[1] onboarding and applies broadly across client work.

Workflow Steps

1. Start Work — Move to "In Progress"

When you begin a task, update the ClickUp task status to In Progress. This signals to the team that the task is actively being worked on and is no longer in the backlog.

2. Submit for Review — Move to "Internal Review"

When the work is ready for feedback:

Change the task status to Internal Review.
Leave a comment on the task tagging the relevant reviewers (e.g., @Melissa, @Carly).
Include a brief note describing what was submitted and any options or decisions that need input.

3. Send a Slack Notification

After updating ClickUp, send a direct message or channel message in Slack to notify the reviewers. Do not rely solely on the ClickUp tag.

"You can always send a note in Slack saying, hey, Melissa, I put that there. Let me know if you have any questions — because both Carly and I do get busy doing stuff and sometimes we're not in here as much seeing the new notifications."
— Melissa Cusumano

Carly tends to have ClickUp notifications enabled and may catch the tag directly. Melissa does not, so the Slack follow-up is especially important for her.

Submission Content Guidelines

When submitting creative work (e.g., social media graphics), include the following in your ClickUp comment or linked document:

Graphics — exported images or Canva links, labeled clearly (e.g., "Option 1", "Option 2")
Copy — the proposed social post caption or body text
Context — any notes on creative decisions or questions for the reviewer

For social media tasks, the preferred format is a Google Doc placed in the appropriate client folder in Google Drive (e.g., Shared → [Client Name] → Content → Social Post). Link this doc in the ClickUp task comment.

Rationale

ClickUp status changes provide a structured audit trail and keep the board accurate.
@mentions in comments create a direct notification thread tied to the task.
The Slack follow-up acts as a redundant, low-friction nudge for team members who have silenced tool notifications to manage focus.

This two-channel approach reduces the risk of work sitting unreviewed due to missed notifications.

^[2]
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