How to Move from CoSchedule to ClickUp Step by Step

If you are ready to upgrade your marketing operations, moving from CoSchedule to ClickUp can give you a complete work management system for content, campaigns, and collaboration in one place.

This guide walks you through how to plan, configure, and launch your new workspace so your team can manage every marketing workflow in a single platform.

Why Switch from CoSchedule to ClickUp

Before you migrate, it helps to understand what you gain by centralizing your work in ClickUp instead of relying on a single editorial calendar tool.

• Manage all teams, not just marketing, in one platform
• Create custom workflows for content, operations, product, and more
• Automate repetitive tasks across projects, not just posts
• Use advanced reporting and dashboards for stakeholders
• Connect tasks directly to documents, whiteboards, and goals

Unlike a narrow marketing suite, a full work hub lets you standardize processes for every department and still keep specialized views for social media, content planning, and email campaigns.

Plan Your ClickUp Migration

A successful rollout starts with a clear migration plan so your team knows what is moving from CoSchedule and how it will work in your new system.

1. Audit Your Current CoSchedule Setup

List everything you use today and how it fits into campaign execution.

• Content calendar views and filters
• Publishing workflows and approvals
• Task templates or checklists
• Team roles and permissions
• Reporting requirements for leadership

Note what works well, what is missing, and where your team feels friction. Those insights will guide how you configure your new workspace.

2. Define Your New Structure in ClickUp

Before building anything, map your ideal structure on paper or in a simple diagram.

• Workspaces: high-level separation, such as company or business unit
• Spaces: major teams like Marketing, Sales, Product
• Folders: main functions, for example Content, Social, Email, Events
• Lists: specific workflows such as Blog Posts, Campaigns, or Sprints

Designing this hierarchy first makes it easier to keep calendars, assets, and tasks organized as your team scales.

Set Up Your ClickUp Workspace

Once you have a plan, start creating the building blocks that will replace your CoSchedule calendar and marketing workflows.

3. Create Spaces and Lists for Marketing Work

In your account, build a dedicated Marketing Space.

• Add Folders for Content Marketing, Social Media, Email, and Promotions
• Inside each Folder, add Lists for blog posts, campaigns, or channels
• Use color coding to differentiate ongoing programs from one-off launches

This layout lets you keep everything related to content and campaigns visible while still separating each channel or initiative.

4. Build Custom Fields to Track Campaign Data

Where CoSchedule uses built-in labels, you can recreate and expand that system with custom fields.

• Create fields for Channel, Campaign, Owner, and Status
• Add date fields for Draft Due, Design Due, and Publish Date
• Include numeric fields for budget, reach, or conversions

These fields help you slice your work into specialized views, similar to individual calendars but with far more flexibility.

5. Recreate CoSchedule Workflows with ClickUp Statuses

Translate each step of your editorial and campaign workflows into task statuses.

• Examples: Idea, Planned, In Draft, In Review, Scheduled, Published
• Create separate status sets for content, design, and operations if needed
• Use statuses to power visual boards and calendars for every team

Clear statuses make it simple for anyone to see exactly where a blog post or campaign asset stands.

Build a ClickUp Marketing Calendar

After your structure is in place, you can create calendar views that feel familiar to CoSchedule users while taking advantage of multi-team planning.

6. Create a Central Publishing Calendar

Inside your Marketing Space, add a Calendar view at the Folder or Space level.

• Group tasks by Channel or List to see where each post belongs
• Filter by Status to show only Planned and Scheduled work
• Color tasks by Campaign to visualize multi-channel launches

This calendar becomes your single source of truth for every asset tied to a marketing initiative.

7. Add Team-Specific Calendar and Board Views

To support different roles, create additional views targeted to how each group works.

• Content writers: Calendar + List view filtered by Draft Due date
• Designers: Board view grouped by Status with only design tasks
• Managers: Calendar filtered by Campaign plus a high-level List view

Each team gets a tailored environment while still pulling from the same underlying data, which reduces duplication and confusion.

Use ClickUp Templates and Automations

To save time and reduce errors, replace manual checklists from CoSchedule with task templates and automations that keep work moving.

8. Create Task Templates for Content Types

Build one template for each common asset you publish.

• Blog post template with writing, SEO, and review subtasks
• Social media template for each platform with copy and design subtasks
• Email template with strategy, copy, design, QA, and scheduling

Add the right custom fields, assignees, due date offsets, and descriptions so your team can spin up consistent work in a few clicks.

9. Automate Repetitive Workflow Steps

Replace manual status updates and assignments with smart rules.

• When Status changes to In Review, assign to the editor
• When Publish Date is set, move the task to Scheduled
• When Status becomes Published, notify the channel owner

These automations reduce back-and-forth messages and keep campaign timelines accurate without extra effort.

Collaborate and Report in ClickUp

Moving beyond a traditional calendar, you can host content, feedback, and reporting directly inside your workspace.

10. Use Documents, Whiteboards, and Comments

Keep your marketing team aligned by linking strategy and execution.

• Create strategy documents linked to campaign tasks
• Use whiteboards to map user journeys and launch plans
• Collect feedback with task comments and assigned comments

Housing planning and production in one place gives you a clear timeline from idea to launch.

11. Build Dashboards for Stakeholders

Instead of static reports, create live dashboards your leaders can view anytime.

• Add widgets for campaign workload and capacity
• Show tasks by Status, Channel, or Owner
• Highlight upcoming publish dates and overdue items

Real-time visibility makes it easier to prioritize campaigns and allocate resources across teams.

Launch Your Team on ClickUp

Once your calendar, workflows, and automations are in place, plan a smooth rollout so everyone is comfortable with the new system.

12. Import Work and Train Your Team

Bring in your current and upcoming campaigns, then walk the team through daily use.

• Recreate future content and tasks using your new templates
• Hold a short training on views, statuses, and comments
• Share a quick-start guide or short video for new teammates

Encourage users to pin their favorite views and ask questions in a dedicated support channel.

13. Optimize Workflows After Launch

After a few weeks, review how your team is using the platform.

• Identify unnecessary steps or confusing statuses
• Update templates to reflect real-world needs
• Add new automations where work still feels manual

Iterating on your setup ensures it keeps pace with your campaigns and growing team.

Learn More About ClickUp Alternatives

If you are still comparing tools or want to see how other platforms stack up, review this detailed breakdown of CoSchedule alternatives to understand feature tradeoffs and pricing structures.

For additional help designing your marketing operations or broader work management strategy, you can also explore expert consulting resources like Consultevo, which covers implementation and adoption best practices.

By following these steps, you can confidently move from a limited editorial calendar to a full work management platform and use your new environment to plan, execute, and optimize every campaign in one place.

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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