How to use marketing templates in ClickUp

Marketing teams can streamline planning, content production, and campaign tracking by using templates in ClickUp. This guide explains how to find, use, and customize marketing templates so your team can launch faster and keep every asset organized in one workspace.

The steps below are based on ClickUp’s built-in marketing templates and show you how to adapt them for your own processes while keeping everything clear for your stakeholders.

Why use ClickUp marketing templates

Templates in ClickUp help marketing teams avoid rebuilding workflows from scratch. They provide a repeatable structure for your campaigns, content, and creative requests.

Using these templates, you can:

• Standardize campaign planning and execution
• Keep content production on schedule
• Organize media assets and creative reviews
• Improve collaboration between marketing, sales, and product teams

All marketing templates described here are available from the ClickUp Template Center and can be customized to fit your strategy.

Access marketing templates in ClickUp

You can browse and apply marketing templates directly from within your workspace.

Open the ClickUp Template Center

1. Open your workspace.
2. Click the Templates icon or browse templates when creating a new Space, Folder, List, or Doc.
3. Search for marketing templates by keyword such as Marketing, Campaign, or Content.

From here, you can preview each template, review what is included, and decide where it should live in ClickUp.

Choose the right ClickUp level for your template

Marketing templates are available at different hierarchy levels. In ClickUp, each level represents a different scope of work.

• Spaces for entire marketing departments or major programs
• Folders for functional groups like campaigns or creative operations
• Lists for individual initiatives, content plans, or assets
• Docs for briefs, playbooks, and strategy documents

Before applying a template, decide where you want the work to be organized so that it aligns with your existing structure.

Use ClickUp templates for marketing teams

ClickUp offers several ready-made templates designed specifically for marketing teams. The sections below walk through the most common examples and how to use them.

ClickUp Marketing team template

The Marketing team template provides an overall structure for your entire marketing department.

Typical features include:

• Spaces or Folders for brand, growth, content, and events
• Views for campaign roadmaps and active tasks
• Custom fields for owner, channel, status, and priority

To use this template effectively:

1. Apply it to a new Space dedicated to your marketing team.
2. Rename Folders to match your existing functions or squads.
3. Update statuses to reflect how work actually flows in your organization.
4. Add team members to relevant areas and assign default views.

ClickUp Campaign management template

The Campaign management template helps you coordinate everything related to a single marketing campaign.

It usually includes:

• Lists for planning, production, launch, and analysis
• Tasks for creative assets, copy, and channel execution
• Timeline or Gantt views for launch dates and milestones

To set up a campaign in ClickUp with this template:

1. Create a new Folder or List for your campaign.
2. Apply the Campaign management template.
3. Fill in custom fields like target audience, budget, and goal.
4. Set due dates for each major deliverable.
5. Assign owners for copy, design, and distribution tasks.

This approach makes it easier to track campaign progress and communicate status to stakeholders.

ClickUp Content calendar template

The Content calendar template gives marketing teams a central place to plan and schedule content.

Common elements include:

• Calendar views for blog posts, emails, and social media
• Custom fields for content type, channel, and stage
• Statuses like Idea, Draft, In review, and Published

To build your content calendar in ClickUp:

1. Create or select a List for your content plan.
2. Apply the Content calendar template.
3. Add tasks for each piece of content.
4. Set publish dates, authors, and reviewers.
5. Use filters to focus on specific channels or owners.

Because the calendar is part of your ClickUp workspace, marketing, sales, and leadership teams can all see upcoming content at a glance.

ClickUp Media management template

The Media management template helps you organize and track visual and multimedia assets.

Template features often include:

• Fields for file type, usage rights, and campaign association
• Views grouped by asset category or status
• Tasks representing each asset, with attachments and links

To manage media efficiently in ClickUp:

1. Apply the Media management template to a new List or Folder.
2. Create tasks for each photo, video, or graphic set.
3. Attach source files or link to your storage system.
4. Tag assets with campaigns and channels to make filtering easier.

ClickUp Project management for marketing template

The Project management for marketing template is ideal for complex initiatives such as product launches, rebrands, or large events.

It typically provides:

• Milestone tasks and dependencies between activities
• Gantt or Timeline views for planning and tracking
• Custom fields for risk level, scope, and phase

To run a marketing project in ClickUp with this template:

1. Create a dedicated Folder or List for the project.
2. Apply the Project management for marketing template.
3. Break down big deliverables into subtasks.
4. Set dependencies so tasks start and end in the right order.
5. Monitor progress in the Gantt or Board view.

ClickUp Creative request template

The Creative request template standardizes how other teams submit work to your designers or creative specialists.

Common components include:

• Forms or fields for brief details, target audience, and deadlines
• Statuses that show where each request is in the pipeline
• Views grouped by assignee, channel, or priority

To manage creative requests in ClickUp:

1. Apply the Creative request template to a dedicated List.
2. Share the request form with internal stakeholders.
3. Route new requests to the correct designer or team.
4. Use statuses and comments for collaboration and approvals.

Customize ClickUp marketing templates

Once you have applied a template, you can adjust it to match your specific processes. Every marketing organization works differently, and ClickUp templates are flexible enough to handle those differences.

Adjust ClickUp statuses and custom fields

Refine each template so it reflects your real workflow:

• Rename or add statuses that match your process stages.
• Create custom fields for KPIs, channels, or campaign tags.
• Remove fields you do not use to keep views simple.

These changes help your team read and update tasks quickly without confusion.

Modify ClickUp views and layout

You can also tailor how information is displayed:

• Use List views for production queues and checklists.
• Use Board views for agile-style workflows and sprints.
• Use Calendar views for publishing dates and launch schedules.
• Use Gantt or Timeline views for long-running projects.

Reordering and renaming views makes it easy for everyone to see what matters most for their role.

Share and manage templates across ClickUp

After customizing a marketing template, you can save it for future use so your entire organization can follow the same structure.

Save a new ClickUp template

1. Open the Space, Folder, List, or Doc you customized.
2. Use the Save as Template option from the settings menu.
3. Name the template clearly, such as Global Content Calendar or Product Launch Campaign.
4. Choose who can access it and where it should appear in the Template Center.

Reusing your own templates keeps new projects consistent and saves setup time.

Keep ClickUp marketing templates up to date

As your team grows, review your templates on a regular basis.

• Archive templates that no longer match your workflow.
• Update fields and statuses as your process evolves.
• Document best practices in a shared Doc linked from key templates.

For additional implementation tips, including broader workspace setup, you can also review best-practice resources from specialist partners such as Consultevo.

Learn more about ClickUp marketing templates

If you want full details straight from the platform documentation, review the official help article on using templates for marketing teams in ClickUp. It explains each template type, where it lives in the hierarchy, and how to apply it across your workspace.

You can read the original guide here: Use templates for marketing teams.

By combining these built-in options with your own custom templates, you can turn ClickUp into a single source of truth for campaigns, content, and creative work, helping your marketing team ship higher-quality assets in less time.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

Get Help

“`