---
title: ClickUp Internal Review Workflow & Slack Notifications
type: article
created: '2026-04-05'
updated: '2026-04-05'
source_docs:
- raw/2026-03-05-roy-melissa-sync-127437860.md
tags:
- workflow
- clickup
- slack
- project-management
- internal-review
layer: 2
client_source: null
industry_context: null
transferable: true
---

# 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 [[wiki/clients/crazy-lennys/_index|Crazy Lenny's]] 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:

1. Change the task status to **Internal Review**.
2. Leave a comment on the task tagging the relevant reviewers (e.g., `@Melissa`, `@Carly`).
3. 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.

---

## Related

- [[wiki/knowledge/project-management/canva-template-workflow|Canva Template Workflow]]
- [[wiki/clients/crazy-lennys/_index|Crazy Lenny's Client Overview]]
- [[wiki/clients/skallen/_index|Skallen Client Overview]]