How to Use ClickUp Views for Marketing Teams

ClickUp gives marketing teams flexible views that turn scattered campaign details into a clear, trackable workflow. This how-to guide walks you step by step through choosing and configuring views so you can plan, execute, and report on marketing work efficiently.

All instructions below are based on the official ClickUp Help Center article for marketing views, adapted into a practical, action-focused tutorial.

Why ClickUp Views Matter for Marketing

Marketing work often spans campaigns, content production, events, and performance analysis. Without the right structure, tasks quickly become unmanageable.

Using tailored views in ClickUp helps you:

• See all work by campaign, channel, or content type.
• Track statuses such as Briefing, In Design, In Review, and Published.
• Align stakeholders on priorities and deadlines.
• Monitor performance and feedback loops.

The same tasks can appear in multiple views, so each stakeholder sees information in the format that works best for them.

Plan Campaigns with ClickUp List Views

List view is the foundation for most marketing workflows in ClickUp. It displays tasks in a structured table-like layout so you can manage campaigns end to end.

Step 1: Create a Marketing Space or Folder in ClickUp

1. Open your workspace and create a dedicated Space or Folder for marketing.
2. Add Lists for your core work streams, such as:
   • Campaigns
   • Content Production
   • Brand & Creative
   • Events and Webinars
3. Inside each List, create custom statuses that reflect your process, for example:
   • Ideas
   • Planned
   • In Progress
   • In Review
   • Approved
   • Scheduled
   • Published or Completed

This structure lets you filter, group, and sort in List view according to marketing needs.

Step 2: Configure Fields in ClickUp List View

To make your List view more powerful:

1. Add Custom Fields like:
   • Channel (Email, Paid Social, Organic Social, SEO, Events)
   • Campaign Type (Product Launch, Evergreen, Seasonal)
   • Target Persona
   • Budget or Estimated Cost
   • Primary KPI or Goal
2. Use columns to display assignee, due date, priority, and tags.
3. Save your setup as a default view so teammates see the same configuration.

With this in place, your team can filter by channel, campaign type, or persona directly from List view.

Visualize Campaign Pipelines with ClickUp Board View

Board view in ClickUp is ideal for visualizing work as it moves through stages. Marketing teams can use it as a kanban-style pipeline for campaigns or creative assets.

Step 3: Set Up a Campaign Board in ClickUp

1. Open your marketing List or Folder and add a new Board view.
2. Group tasks by status so each column represents a stage, such as:
   • Backlog
   • Briefing
   • In Design
   • In Review
   • Ready to Publish
   • Live
3. Drag and drop tasks between columns as work progresses.

You can also group by Custom Field, like Channel or Campaign Type, to get a different perspective on the same work.

Step 4: Use Board View for Creative Requests

Marketing teams often manage incoming creative or content requests. To handle these efficiently in ClickUp:

1. Create a dedicated List for requests.
2. Add a Board view grouped by status (New, Triage, Assigned, In Progress, In Review, Completed).
3. Use forms (if enabled in your plan) to feed requests directly into this List.
4. Use filters to show only open or priority requests.

This approach makes it easy for creative and content teams to see what needs attention right now.

Schedule Content with ClickUp Calendar and Timeline Views

Editorial calendars, social media posts, and campaign milestones are easier to manage when you can see them on a schedule. ClickUp Calendar and Timeline views support this.

Step 5: Build a Content Calendar in ClickUp

1. From your content List, add a Calendar view.
2. Make sure each task has a due date or start and due dates.
3. Use color coding via Custom Fields or tags to differentiate:
   • Content type (Blog, Video, Social, Email)
   • Channel (LinkedIn, Instagram, Newsletter, Website)
   • Owner or team
4. Drag and drop tasks on the calendar to adjust publish dates.

Share this Calendar view with stakeholders so they can see upcoming content without digging into task details.

Step 6: Map Campaign Timelines in ClickUp

For longer campaigns or launches, Timeline or Gantt-style views make coordination easier.

1. Add a Timeline view to your campaign List or Folder.
2. Set start and due dates for tasks and subtasks.
3. Group tasks by assignee, list, or Custom Field to see responsibilities.
4. Adjust durations directly on the Timeline to align milestones.

This helps you spot overlaps, gaps, or resource constraints across channels.

Organize Assets with ClickUp Table and Doc-Linked Views

Marketing teams need an organized system for briefs, copy, and creative assets. ClickUp offers views and features that support document-heavy workflows.

Step 7: Use Table View for Asset Tracking in ClickUp

Table view gives a spreadsheet-like layout for asset tracking.

1. Add a Table view to your creative or asset List.
2. Include columns for:
   • Asset Type (Banner, Video, Landing Page, Ad Copy)
   • Destination URL
   • Version or Revision
   • Owner
   • Status
3. Filter or sort to find specific assets or versions.

This works well for teams that need a database-like catalog of assets.

Step 8: Connect ClickUp Tasks to Docs

While this guide is focused on views, many marketing teams also link tasks to Docs for briefs and copy.

1. Open a task that represents an asset or campaign component.
2. Attach or create a Doc with the brief, messaging, or draft content.
3. Use comments and assigned comments to manage feedback cycles.

With List, Board, and Table views, you have multiple ways of seeing which assets are in progress and where their docs live.

Track Results with ClickUp Dashboards and Reporting Views

After campaigns launch, you need to track performance and report outcomes. While analytics usually live in external tools, ClickUp views help centralize status and summaries.

Step 9: Create Reporting Views in ClickUp

Use high-level views to understand progress across campaigns.

1. At Folder or Space level, add List or Board views that roll up multiple campaign Lists.
2. Group tasks by status or assignee to see workload and bottlenecks.
3. Use filters for completed items to review recently launched initiatives.

For configuration details and examples specific to marketing teams, see the official article on views for marketing teams in ClickUp.

Best Practices for ClickUp Marketing Views

To keep your views useful over time, follow these practices.

• Standardize naming: Use consistent names for Lists, views, and statuses so new teammates can navigate easily.
• Limit clutter: Avoid creating too many overlapping views; refine and archive views that no one uses.
• Use templates: Turn well-designed campaign structures into templates to reuse across launches.
• Review regularly: Schedule periodic reviews to adjust Custom Fields and statuses as your processes evolve.

If you want expert help structuring your workspace or optimizing views for performance and collaboration, you can work with specialists at Consultevo.

Next Steps: Optimize Your ClickUp Workspace

By setting up List, Board, Calendar, Timeline, and Table views, marketing teams can manage campaigns from idea to reporting inside ClickUp. Start with a simple structure, then refine views as your processes mature.

Use the official documentation for additional visual examples and configuration options tailored to marketing: Views for marketing teams.

Once your views are in place, your team will have a single source of truth for planning, executing, and reviewing every marketing initiative.

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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