How to Use ClickUp for Small Business Marketing
ClickUp gives small businesses a single workspace to plan campaigns, manage content, track results, and replace many separate marketing tools. This step-by-step guide shows you how to set it up for your day-to-day marketing work.
The walkthrough below is based on best practices used by growing teams that want fewer apps, clearer workflows, and better visibility into their marketing pipeline.
Step 1: Plan Your Marketing Structure in ClickUp
Before adding tasks, design the workspace that will hold your small business marketing processes.
Create a marketing Space in ClickUp
- Sign in to your workspace.
- Create a new Space and name it something like Marketing or Growth.
- Choose the views and ClickApps (features) you want to enable, such as task statuses, custom fields, automations, and dashboards.
This Space will hold everything related to:
- Campaign planning
- Content marketing
- Email and social media
- Events, launches, and promotions
Set up Folders and Lists in ClickUp
Within your marketing Space, create Folders to mirror your main channels and goals.
Common Folder ideas:
- Campaigns – for launches, promos, and seasonal campaigns
- Content – for blogs, lead magnets, and website updates
- Email & CRM – for newsletters and nurture sequences
- Social Media – for posts, ads, and community tasks
Inside each Folder, add Lists that reflect specific workflows. For example, in a Content Folder you might create Lists for:
- Blog Pipeline
- SEO Updates
- Case Studies
- Landing Pages
This structure keeps your ClickUp workspace organized as your small business grows.
Step 2: Build a Marketing Task Workflow in ClickUp
Every marketing asset and campaign should follow a clear, repeatable series of steps. You can design that process in ClickUp using statuses and templates.
Define marketing task statuses in ClickUp
Customize task statuses so your team always knows where work stands. For a simple content or campaign workflow, use:
- Backlog
- Planning
- In Progress
- Review
- Scheduled
- Published / Live
Apply these statuses to relevant Lists so they match the way your team actually works.
Create reusable task templates in ClickUp
Templates save time and ensure consistency. Set up task templates for common marketing work, such as:
- Blog article
- Email campaign
- Social media series
- Product launch
For each template, include:
- A description with a checklist of steps
- Custom fields like channel, audience, campaign, and funnel stage
- Default assignees or watchers, if needed
- Tags to group tasks by theme or goal
Once created, your team can spin up new tasks in ClickUp from these templates in seconds.
Step 3: Map a Full Campaign in ClickUp
Use your workspace to coordinate every piece of a marketing campaign in one place.
Outline the campaign strategy in ClickUp Docs
Start with a campaign brief stored as a Doc attached to a task or List. Include:
- Objective and key metrics
- Target audience
- Core message and offer
- Channels you will use
- Key dates and launch plan
Docs in ClickUp let you keep planning notes and execution tasks tightly connected.
Break the campaign into linked tasks in ClickUp
- Create a main campaign task and pin the Doc to it.
- Add subtasks for each tactic, such as Landing Page, Email Sequence, Social Ads, and Blog Support.
- Assign owners, due dates, and custom fields (for example, funnel stage or audience segment).
- Use task relationships to link related work across Lists or Folders.
With everything in one campaign view, it is easier to spot bottlenecks and keep delivery on schedule.
Step 4: Manage Content Production in ClickUp
Content is a core marketing channel for small businesses. You can run your entire content pipeline inside ClickUp.
Design a content calendar view in ClickUp
In your Content Folder, create a Calendar View that shows tasks by publish date. Use it to track:
- Blog posts
- Newsletters
- Social content tied to major topics
- Webinar and event promotions
Group or filter by content type, owner, or campaign so the calendar stays readable and actionable.
Use ClickUp to handle drafting and reviews
Attach Docs to each content task or use the built-in text editor for copy. Then:
- Mention teammates in comments to request edits or approvals.
- Use assigned comments so nothing slips through the cracks.
- Move the task status from In Progress to Review to Scheduled as work advances.
This gives you a clear trail of who did what and when, along with one source of truth for final content.
Step 5: Track Small Business Metrics in ClickUp
Marketing tools can scatter your data across different platforms. You can pull key metrics into ClickUp to keep decisions aligned with your goals.
Create marketing dashboards in ClickUp
Build a Dashboard that highlights the numbers your team cares about most. Consider widgets for:
- Tasks by status and assignee
- Campaigns launching this month
- Content pieces by funnel stage
- Workload by team member
Even if analytics live in other tools, seeing the operational side in ClickUp helps you prioritize the work that moves the needle.
Use custom fields to align ClickUp with KPIs
Add custom fields for metrics you review regularly, such as:
- Lead goal per campaign
- Estimated revenue
- Priority score
- Cost or budget
These fields let you sort, filter, and view your tasks by business impact, not only by due date.
Step 6: Automate Repetitive Marketing Work in ClickUp
Automation helps small teams act like bigger teams. You can use ClickUp automations to reduce manual updates and reminders.
Set up simple automations in ClickUp
Common automation ideas include:
- When a task moves to Review, assign it to your editor.
- When a due date is reached, post a comment or send a notification.
- When a task is marked Published, move it to a completed List.
Start with one or two automations that eliminate your most tedious manual steps, then build from there.
Standardize recurring campaigns with ClickUp templates
For campaigns you run repeatedly—like monthly newsletters or quarterly promos—turn the entire List into a template. Include:
- Pre-built tasks and subtasks
- Statuses and automations
- Views and filters tailored to that campaign type
Each time you start a new cycle, apply the template and adjust dates and details, instead of rebuilding from scratch.
Step 7: Collaborate and Communicate in ClickUp
Instead of scattering communication across email threads and chat apps, keep marketing discussions attached to the work itself.
Use ClickUp comments and mentions
Inside tasks and Docs, you can:
- Mention teammates to ask questions or share updates.
- Resolve comments once issues are fixed.
- Upload files, screenshots, and creative assets.
This keeps context with the task so new team members or contractors can get up to speed quickly.
Share ClickUp views with stakeholders
For owners, managers, or clients who only need high-level visibility, share:
- Read-only dashboards with key metrics
- Board or List views filtered to active campaigns
- Calendars showing planned content and launches
Shared views reduce back-and-forth status questions and let everyone see what is coming next.
Where to Learn More About Using ClickUp for Marketing
To see more practical examples of marketing workflows you can adapt, review the detailed breakdown from the source page: marketing tools for small businesses. It explains how teams combine project management, content planning, and collaboration features to simplify their tool stack.
If you need expert help tailoring ClickUp to your unique processes, consider working with a specialist consultancy such as Consultevo, which focuses on building efficient, scalable systems for growing businesses.
By organizing your workspace, standardizing workflows, and using a few key automations, you can run most of your small business marketing from ClickUp and free up more time to focus on strategy and growth.
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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