How to Use ClickUp for Marketing Teams

ClickUp helps marketing teams plan campaigns, manage content, and track creative work in one place so everyone knows what to do and when to do it.

This guide walks you through practical steps to set up your workspace, organize projects, and keep stakeholders aligned using features designed for marketing work.

Plan Your Marketing Space in ClickUp

Before you build tasks and views, create a clear structure so every marketing activity has a logical home.

Step 1: Create a dedicated marketing Space in ClickUp

1. Add a new Space and name it something like Marketing or Growth.

2. Choose brand colors and icons that make the Space easy to spot.

3. Set permissions so your core marketing team can edit, while other departments have the visibility they need.

Use this Space as the single source of truth for campaigns, content, creative requests, events, and performance tracking.

Step 2: Build Folders for major marketing functions

Inside your ClickUp marketing Space, create Folders for each key area of work, such as:

• Campaigns

• Content & SEO

• Email & Automation

• Paid Media

• Brand & Creative

• Product Marketing

Each Folder will contain Lists that break work into focused projects or workflows.

Organize Campaigns with ClickUp Lists and Tasks

Lists are where you group related work into trackable campaigns, launches, or channels.

Step 3: Create campaign Lists in ClickUp

Within your Campaigns Folder, add Lists like:

• Quarterly Integrated Campaigns

• Product Launches

• Always-On Promotions

For each List, define custom fields to capture the key details you need to brief, prioritize, and report on campaigns.

Step 4: Use custom fields to track campaign details

Set up custom fields so every task carries consistent information across your ClickUp marketing workflows. Useful fields include:

• Campaign Type (Product launch, Brand, Lifecycle, Event)

• Target Audience or Segment

• Channel (Email, Social, Paid, Web, Events)

• Budget or Spend

• Priority (High, Medium, Low)

• Owner and Stakeholders

Custom fields make it easy to filter, group, and report on campaigns in different views.

Step 5: Break down campaigns into clear tasks

For each campaign List, create tasks for every deliverable or workstream, such as:

• Creative concepts and mood boards

• Landing pages and website updates

• Email sequences

• Paid ads and targeting

• Social media posts

• Press releases and PR outreach

Add subtasks or checklists to outline steps for copy, design, approvals, QA, and launch. Use task descriptions to store briefs, goals, and messaging frameworks.

Manage Content Production in ClickUp

Content teams can use ClickUp to build a centralized content calendar and move assets from idea to published.

Step 6: Build a content calendar List in ClickUp

1. Create a List named something like Content Calendar in your Content & SEO Folder.

2. Add tasks for each blog post, landing page, video, or asset.

3. Use start and due dates to show the full lifecycle from draft to live.

Switch the List to Calendar View so your editorial schedule is easy to understand at a glance.

Step 7: Track content stages with statuses

Customize task statuses to reflect how your team works. Common status workflows include:

• Backlog

• Briefing

• Writing

• Editing

• Design

• In Review

• Approved

• Scheduled

• Published

Statuses give your team and stakeholders immediate visibility into what is blocked and what is ready to ship.

Step 8: Centralize content assets and collaboration

Use task features in ClickUp to reduce scattered feedback and lost files:

• Attach drafts, design files, and final assets directly to tasks.

• Use comments for feedback and tag teammates with @mentions.

• Add comment attachments and mark comments as resolved when changes are complete.

• Use task relationships to link related assets, like a blog post and its social snippets.

Streamline Creative Requests with ClickUp Forms

Creative and design teams can turn scattered requests into standardized, trackable work using Forms.

Step 9: Build an intake workflow in ClickUp

1. Create a List called Creative Requests in your Brand & Creative Folder.

2. Add a Form view to this List.

3. Include fields for requester, due date, asset type, goals, and required specs.

4. Share the Form link with internal teams so all requests follow the same process.

Each submission automatically becomes a task in your ClickUp List, with all the information you need up front.

Step 10: Prioritize and assign creative work

Once requests flow into the List, you can:

• Assign owners and watchers so the right people stay informed.

• Use priorities and custom fields to sort and schedule work.

• Group tasks by assignee, status, or due date to see workloads.

This keeps the design queue transparent and prevents duplicate or incomplete requests.

Track Performance and Reporting in ClickUp

Marketing teams need to see results quickly. Use ClickUp views and dashboards to bring metrics together.

Step 11: Use views to monitor progress

For each List and Folder, add views that fit your team’s needs:

• List View for details and inline editing.

• Board View to visualize work by status or assignee.

• Calendar View for launch and publishing dates.

• Table View to analyze custom fields like budgets and channels.

Save filters so you can instantly see active campaigns, high-priority work, or tasks nearing deadlines.

Step 12: Build dashboards for marketing overviews

Create Dashboards to summarize activity across multiple marketing Lists and Folders. Helpful widgets include:

• Task lists filtered by status and assignee.

• Charts showing campaigns by stage, owner, or priority.

• Workload views to balance team capacity.

• Time tracking summaries for key initiatives.

Dashboards give leadership a live snapshot of pipeline, progress, and bottlenecks without needing separate reports.

Align Marketing with Other Teams in ClickUp

Marketing rarely works alone. Use ClickUp to keep sales, product, and support aligned with your plans.

Step 13: Share plans with cross-functional teams

Give stakeholders access to the right Spaces, Folders, or views so they can see timelines and deliverables. You can:

• Share read-only views for high-level roadmaps.

• Use watchers on tasks to keep key people notified.

• Create shared Lists for cross-functional launches and events.

This reduces status meetings and keeps feedback inside the same tool where work happens.

Step 14: Standardize processes with templates

Turn your best workflows into reusable templates in ClickUp so every campaign and launch follows the same steps. Create templates for:

• Campaign briefs

• Launch checklists

• Webinar or event projects

• Email sequences

• Creative request tasks

Templates help new teammates ramp faster and keep execution consistent.

Next Steps to Master ClickUp for Marketing

Once your basic structure is in place, continue refining how your team uses ClickUp by adjusting custom fields, statuses, and templates based on real workflows.

For a deeper breakdown tailored to your organization, consider working with a consulting partner such as Consultevo to design scalable marketing systems.

You can also explore the official documentation for additional marketing-focused examples and best practices in this ClickUp marketing guide.

With a clear structure, consistent workflows, and the right views, your team can use ClickUp to plan, execute, and measure every marketing initiative in a single platform.

Need Help With ClickUp?

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

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