How to Use ClickUp for Marketing Resource Management

ClickUp helps marketing teams organize projects, resources, and workflows in a single platform so campaigns stay on track and aligned with strategy.

This how-to guide walks you through setting up a complete marketing resource management system, based on best practices highlighted in the ClickUp marketing resource management article.

Step 1: Plan Your Marketing Structure in ClickUp

Before building anything, clarify how your marketing work will be organized in ClickUp so everyone can quickly find assets, briefs, and campaign data.

Define your core marketing areas

List the main types of work your team handles and map them to Spaces or Folders:

• Brand and creative
• Content and SEO
• Paid media and demand generation
• Email and lifecycle marketing
• Social media and community
• Product marketing

Use this as the backbone for your workspace in ClickUp so each area has a clear home.

Create a simple hierarchy in ClickUp

A practical structure for marketing teams is:

• Workspace: Entire company or department
• Spaces: Major marketing functions (for example, Content, Paid Media)
• Folders: Campaigns or channels (for example, Q2 Launch, Blog)
• Lists: Specific workflows (for example, Blog Production, Ad Creative Requests)
• Tasks: Individual pieces of work

Keep the structure light and intuitive so new teammates can understand ClickUp quickly.

Step 2: Build a Marketing Resource Hub in ClickUp

Centralize all important guidelines and assets so your team always works from a single source of truth.

Create a ClickUp Space for marketing resources

Set up a dedicated Space named something like “Marketing Resources” in ClickUp. Inside that Space, create Folders or Lists for key categories:

• Brand guidelines and voice
• Design assets and templates
• Messaging and positioning
• Audience and persona research
• Campaign briefs and examples

This ensures your marketing resource management strategy is supported by clear organization.

Use Docs in ClickUp for reusable guidance

Within that resource Space, create Docs for repeatable information:

• Brand style guide and logo usage rules
• Copy and tone of voice guidelines
• Campaign planning templates
• Post-mortem and performance review templates

Attach these Docs to relevant tasks and Lists in ClickUp so guidelines are always easy to reference in context.

Step 3: Set Up Campaign Workflows in ClickUp

Next, translate your day-to-day marketing workflows into task structures and views in ClickUp.

Design standard pipelines for campaigns

Create Lists to represent repeatable workflows, such as:

• Content production pipeline
• Ad creative pipeline
• Email campaign pipeline
• Product launch pipeline

For each List in ClickUp, define clear statuses so work moves through predictable stages.

Configure statuses in ClickUp

Common marketing statuses include:

• Backlog
• Briefing
• In progress
• Review
• Approved
• Scheduled
• Launched
• Completed

Keep statuses specific enough to give insight, but not so detailed that tasks become hard to manage.

Use Custom Fields in ClickUp for key marketing data

Add Custom Fields so your team can filter and report on important marketing information:

• Campaign name
• Channel (blog, paid search, social, email, etc.)
• Audience or segment
• Priority
• Budget or estimated cost
• Target launch date

These fields allow you to slice work by campaign, channel, or budget inside ClickUp.

Step 4: Manage Assets and Approvals in ClickUp

Marketing resource management depends on tight control of assets and the approval process.

Attach creative assets directly to tasks

For every task in ClickUp, attach related files:

• Image and video assets
• Copy drafts
• Design source files
• Landing page mockups

Use task comments to track feedback so review conversations stay tied to the work instead of scattered across tools.

Streamline approvals with statuses and assignees

To manage approvals in ClickUp:

1. Add a dedicated “In review” or “Needs approval” status.
2. Reassign the task to the approver when ready.
3. Use comments to request changes and confirm sign-off.
4. Move the task to “Approved” or “Scheduled” once finalized.

This structure keeps the approval trail visible to every stakeholder.

Step 5: Coordinate Marketing Teams in ClickUp

Team collaboration is central to efficient marketing resource management, and ClickUp offers several features to support it.

Clarify ownership with assignees and watchers

For each task in ClickUp:

• Set a single primary assignee to own execution.
• Add watchers for stakeholders who need updates.
• Use due dates and time estimates to make timelines clear.

This prevents duplicated effort and keeps accountability visible.

Use Views in ClickUp for each role

Configure different Views for different marketing roles:

• List View for detailed task management
• Board View for Kanban-style workflow tracking
• Calendar View for campaign and content schedules
• Timeline or Gantt View for product launches and cross-team campaigns

Each View in ClickUp should match how that role prefers to see work, while sharing the same underlying data.

Step 6: Track Performance and Capacity in ClickUp

To get real value from marketing resource management, you need visibility into progress and capacity.

Monitor campaign progress with Dashboards

Create Dashboards in ClickUp to track:

• Active campaigns and their statuses
• Tasks by assignee and workload
• Upcoming launches and deadlines
• Completed deliverables by channel

Use charts and widgets to display information executives and stakeholders care about.

Review workloads across ClickUp Lists

Use workload and reporting features to understand who is overloaded and which campaigns need more support:

• Check tasks per person per week.
• Review due date distribution.
• Identify bottlenecks in approval or production stages.

Adjust assignments and timelines in ClickUp based on these insights.

Step 7: Standardize and Improve Your ClickUp Setup

Once the basics are in place, refine your system so it scales across the marketing organization.

Create reusable templates in ClickUp

Build templates for repeatable work, such as:

• Campaign brief templates
• Blog post or landing page task templates
• Product launch project templates
• Post-campaign analysis templates

Templates in ClickUp help new team members follow best practices without starting from scratch.

Continuously optimize your marketing workspace

Schedule regular reviews of your setup:

• Archive outdated Lists and Folders.
• Refine statuses based on real workflows.
• Update Docs as brand or processes evolve.
• Gather feedback from the team on what is confusing or missing.

Small, ongoing improvements keep ClickUp aligned with how your marketing team actually works.

Next Steps

With this structure, you can turn ClickUp into a complete hub for marketing resource management, from planning and production to approvals and reporting.

If you need help designing a tailored workspace or optimizing your processes with AI, consider working with specialists such as Consultevo to refine your implementation.

Use the principles from the official marketing resource management guide on the ClickUp blog and adapt them to match your team, channels, and growth stage.