How to track inventory with ClickUp

Make sure you're always two steps ahead of your fulfillment demands with a comprehensive inventory management system!

Set up your Structure

  1. Create a new Space to house your inventory management work. Alternatively, you can place your inventory management work in an existing Space that makes sense (Ex: "Admin Space")

  2. Add in our Folder template called "Inventory Management" into this Space.

The Folder template contains a single List called "Inventory", however, you can always add more Lists if you need to group different types of inventory items together.

Add a task for each inventory item!

Important Features and Integrations

Custom Fields: Create unique task fields to manage the cost per unit, order quantity, next order dates and more.

In this example, we're using the People, Money, Number, Date, Text, and Email field types. 

We use them to track important details like who the Ops Manager is, what the cost per unit will be, how many units to order, when the next order will take place, the name of the vendor and the vendor's contact information. You can even use Formula fields to make calculations between numeric custom fields on a task.

Start and Due Dates: Hold yourself accountable for on-time completion by setting a start and due date for each inventory task.

Chrome Extension: This is the perfect tool to use on the go. Not only can you track time and quick-create tasks, but you can also create and annotate screenshots, and even add tasks to ClickUp via email.

Calculated Columns: Find the sum, average or range of any numerical field you create directly in List View to monitor values like total cost and total units ordered, for example.


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