How to Use ClickUp for Social Media Content

ClickUp can be the central hub for your social media planning, AI prompts, and publishing workflow so every post you create is organized, on brand, and easy to reuse.

This how-to guide adapts the workflows from the original tutorial on using AI tools for social media and shows you how to structure everything inside your workspace.

Why Manage Social Media in ClickUp?

Running social channels means tracking ideas, drafts, images, approvals, and performance. Without a system, everything gets scattered across notes, chat, and design tools.

Using ClickUp as your base helps you:

• Store every post idea, brief, and final caption in one place
• Standardize prompts you send to AI tools
• Assign tasks, set deadlines, and track approvals
• Document your brand voice and content pillars
• Build repeatable workflows you can improve over time

The steps below walk through a practical setup you can adapt to any social platform.

Step 1: Set Up a ClickUp Space for Social Media

Start by creating a dedicated Space so all social work sits under one organized area.

Name and Structure Your ClickUp Space

1. Create a Space named something like “Social Media & AI Content”.
2. Add a Folder for each main channel or campaign theme, such as:
   • Instagram & Reels
   • LinkedIn Thought Leadership
   • Short-Form Video Scripts
   • Launch Campaigns
3. Inside each Folder, create Lists for different workflow stages, including:
   • Ideas & Brainstorm
   • In Progress
   • Ready for Review
   • Scheduled & Published

This structure turns ClickUp into a clear map of where every post lives and what stage it is in.

Add Custom Fields for Social Media Data

To make your tasks more useful, add Custom Fields that capture details you need for social scheduling, such as:

• Platform (dropdown: Instagram, TikTok, LinkedIn, X, Facebook, etc.)
• Content Type (carousel, reel, static, story, thread, long-form)
• Campaign or Series Name
• Target Publish Date & Time
• Primary Goal (awareness, engagement, click-through, lead)
• Link or UTM URL

Once these are configured, every task in ClickUp doubles as a detailed social post card.

Step 2: Create a ClickUp List for AI Prompts

Instead of keeping prompts in random docs, store and organize them in a dedicated List so you can reuse and improve them.

Design Your ClickUp Prompt Library

1. Create a List called “AI Social Prompts & Templates”.
2. Add tasks where each task represents a single prompt or prompt set.
3. Use the task title for the prompt purpose, such as:
   • “Write Instagram captions from long-form blog posts”
   • “Turn webinar transcript into LinkedIn posts”
   • “Repurpose customer reviews into social proof posts”

Use the task description to store the full prompt, including instructions, examples, and brand voice guidelines.

Tag and Categorize Prompts in ClickUp

To quickly find the right prompt, organize tasks with:

• Tags like “hooks”, “carousels”, “scripts”, “engagement”, “educational”.
• A dropdown Custom Field for “Stage” (idea generation, first draft, repurposing, optimization).
• A rating field to track which prompts perform best in practice.

Over time, this turns ClickUp into a searchable, quality-controlled prompt library that supports your entire team.

Step 3: Build a ClickUp Workflow for Social Posts

Now map out each step a post goes through, from idea to published asset.

Define Statuses for Your ClickUp Workflow

Customize List statuses to match your process. A simple example:

• Inbox / Idea
• Outline or Brief
• Drafting (with AI)
• Review & Edit
• Approved
• Scheduled
• Published

These statuses make it easy to scan any List view in ClickUp and see where content is stuck.

Use Tasks and Subtasks for Each Content Piece

For each piece of content, create a task and break the work down with subtasks, for example:

• Main task: “LinkedIn post: Benefits of consistent AI workflows”
• Subtasks:
  • Clarify objective and target audience
  • Generate draft with AI using prompt library
  • Edit copy and add brand voice
  • Design image or select stock
  • Finalize caption and hashtags
  • Schedule in your social tool

Assign owners and due dates to each subtask so the workflow is clear at a glance.

Step 4: Connect AI Writing to Your ClickUp Setup

The original tutorial demonstrates how AI tools can generate ideas, captions, and hooks. You can support the same process by centralizing all context and output in your workspace.

Store Brand Voice and Guidelines in ClickUp

Create a Doc or task that includes:

• Your brand mission and core themes
• Preferred tone (friendly, authoritative, playful, etc.)
• Words and phrases to use and to avoid
• Approved call-to-action phrases
• Formatting rules for different platforms

Link this reference in your AI prompt tasks so every team member starts from the same source of truth.

Capture AI Outputs as Drafts in ClickUp

Whenever you generate content using AI:

1. Create or open the related task in your social List.
2. Paste the AI output into the task description or a linked Doc.
3. Highlight what worked and what needs edits using comments.
4. Attach final images, thumbnails, or design files.

This keeps the entire evolution of a post in one location, making it easier to repurpose or analyze later.

Step 5: Create ClickUp Views for Planning and Analysis

Once your data is structured, different views inside ClickUp help you plan ahead and monitor progress.

Calendar and Board Views

Use a Calendar view to see upcoming posts by date, filtered by platform or campaign. This helps you spot gaps in your schedule.

Board view is useful to visualize content moving across statuses, from “Inbox / Idea” to “Published”. Drag and drop to rebalance workload or prioritize urgent campaigns.

Table and Dashboard Views

Use Table view to sort and filter by Custom Fields such as:

• Publish date
• Content type
• Goal or funnel stage
• Series or theme

Then, create a Dashboard to track metrics like:

• Number of posts created per week
• Status breakdown across Lists
• Progress by campaign

These views turn ClickUp into a control center for your social output.

Step 6: Document Repeatable Playbooks in ClickUp

The original guide emphasizes turning what works into repeatable formats. You can do this by saving templates and checklists directly where your team works.

Create Task Templates in ClickUp

When you refine a strong workflow, save it as a task template, including:

• Subtasks for each step
• Default Custom Field values
• Sample captions or prompts
• Links to brand resources

Next time you plan a similar post, apply the template and adjust details instead of starting from scratch.

Use Docs for Long-Form Playbooks

For deeper strategy, create Docs that outline:

• Your content pillars and recurring series
• Prompt examples for each pillar
• Guidelines for turning long-form content into social snippets
• Quality checklists before publishing

Link these Docs to relevant Lists and tasks so they are always one click away during production.

Step 7: Learn More and Extend Your System

To explore the original tutorial that inspired this workflow and get additional prompt ideas, review the guide at this resource on using AI for social media.

If you want help designing a broader content operations system that includes project management, SEO, and AI workflows around ClickUp, you can also explore consulting resources such as Consultevo for strategic implementation support.

With a structured Space, clear workflows, and a reusable prompt library, ClickUp becomes a powerful hub for organizing your social media process and getting more from every piece of content you publish.

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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