How to Use ClickUp for Digital Out-of-Home Advertising

ClickUp helps marketing and media teams plan, launch, and optimize digital out-of-home (DOOH) advertising with AI-powered workflows that keep every campaign on track from brief to reporting.

This how-to guide walks you step-by-step through using AI Agents, tasks, and dashboards to manage DOOH programs efficiently and at scale.

Step 1: Understand ClickUp AI Agents for DOOH

ClickUp AI Agents are specialized assistants that work inside your workspace to execute repeatable DOOH processes. They combine prompts, tools, data connections, and automations to handle tasks like campaign setup, asset checks, and status updates.

In a DOOH workflow, these agents can:

• Turn a client brief into structured tasks and subtasks
• Standardize targeting, flight dates, and budgets across placements
• Centralize all creative assets and approvals
• Trigger cross-functional handoffs between teams

By configuring AI Agents correctly, you reduce manual coordination and keep complex media schedules consistent.

Step 2: Set Up a ClickUp Space for DOOH Campaigns

Start by building a dedicated ClickUp Space for digital out-of-home advertising so every campaign follows the same structure.

1. Create a new Space named, for example, “DOOH Advertising”.

2. Add folders for core workflows, such as:

   • Planning & Strategy
   • Inventory & Placements
   • Creative Production
   • Launch & Trafficking
   • Performance & Reporting

3. Within each folder, create lists for specific campaigns, markets, or clients.

Use custom fields in ClickUp to capture DOOH-specific data, such as:

• Venue type (billboard, transit, retail, street furniture)
• Screen ID or placement name
• Impression estimates and CPM
• Flight start and end dates
• Target audience and geo segments

Step 3: Build a ClickUp DOOH Intake and Briefing Process

Standardized intake is critical for scalable DOOH operations. Use ClickUp forms and templates to capture complete briefs every time.

Create a ClickUp DOOH Brief Template

1. Design a task template called “DOOH Campaign Brief”.

2. Add sections for key details:

   • Campaign objective and KPIs
   • Target locations and audience profiles
   • Budget, pacing, and timing
   • Creative requirements (sizes, formats, motion rules)
   • Measurement and attribution expectations

3. Attach checklist items for required assets and client approvals.

Automate Intake with ClickUp Forms

Connect a ClickUp Form to your brief template so account teams or clients can submit requests without manual data entry.

• Map form fields to your custom DOOH fields.
• Use automation to create a new brief task when the form is submitted.
• Auto-assign the task to the DOOH lead and set priority.

This approach turns inconsistent email requests into structured, trackable ClickUp items.

Step 4: Configure ClickUp AI Agents for DOOH Workflows

Once your structure is in place, configure AI Agents in ClickUp to execute repeatable DOOH processes and reduce manual effort.

Define DOOH Agent Responsibilities

Common AI Agent responsibilities include:

• Summarizing campaign briefs into standardized plans
• Generating recommended placement mixes based on criteria
• Creating task checklists for production and trafficking
• Drafting client-facing status updates and recaps

Document each responsibility inside a dedicated agent so anyone on the team can reuse it.

Connect ClickUp Agents to Workflows

1. From your DOOH Space, open your AI Agent configuration.

2. Link the agent to specific lists, such as “Planning & Strategy” or “Launch & Trafficking”.

3. Grant access to necessary fields and attachments for each campaign.

4. Test the agent on a small campaign before rolling it out widely.

By tying agents directly to your structured lists and templates, ClickUp can operate against consistent, reliable data.

Step 5: Automate DOOH Campaign Execution in ClickUp

Use ClickUp automations and AI Agents together to move campaigns from planning to live with fewer handoffs and errors.

Key DOOH Automations in ClickUp

• Status-based triggers: When a brief moves to “Approved”, automatically create execution tasks for media planning, creative, and trafficking.
• Date-based reminders: Notify the team seven days before flight start to confirm creative delivery and venue specs.
• Dependency rules: Block launch tasks from closing until required creatives, QA, and contracts are complete.

Use ClickUp Agents to Standardize Checklists

Prompt your AI Agents to generate checklists based on campaign type:

• Brand awareness campaigns
• Retail or location-based campaigns
• Event-specific DOOH activations

Each checklist can cover creative specs, ad server requirements, proof-of-play expectations, and local regulations.

Step 6: Collaborate and Approve Creative in ClickUp

DOOH creative requires close collaboration between design, media, and clients. ClickUp keeps all versions and feedback centralized.

Manage DOOH Assets with ClickUp

• Attach storyboards, static files, and motion assets directly to tasks.
• Use proofing to comment on specific frames or design elements.
• Track versions so everyone knows which file is final for trafficking.

Streamline Approvals

1. Create an approval task template with mandatory reviewers.

2. Use automation to update status when stakeholders approve or request changes.

3. Have ClickUp AI Agents summarize feedback and next steps for designers.

This reduces back-and-forth email chains and ensures every DOOH creative meets platform rules and brand guidelines.

Step 7: Track DOOH Performance and Reporting in ClickUp

After launch, keep reporting transparent with dashboards and AI-powered summaries.

Build a DOOH Dashboard in ClickUp

• Use widgets to track campaign statuses, live vs. planned flights, and budgets.
• Group by market, venue type, or advertiser.
• Highlight blocked tasks or overdue deliverables.

Use ClickUp AI Agents for Reporting

AI Agents can help you:

• Generate weekly status summaries from task data and comments
• Draft client-facing performance notes using your metrics
• Identify bottlenecks in creative or trafficking workflows

Centralizing performance operations in ClickUp makes it easier to optimize future DOOH buys.

Best Practices for DOOH in ClickUp

To keep your digital out-of-home process efficient and scalable, follow these guidelines.

• Standardize templates for briefs, plans, and reports.
• Limit custom fields to what you truly need for DOOH decisions.
• Train your team on when and how to use AI Agents.
• Review automations regularly as your placements and partners evolve.

For additional optimization strategies and workspace design ideas, you can explore advanced consulting resources such as Consultevo.

Learn More About ClickUp AI Agents

To see how specialized AI workflows power digital out-of-home advertising, review the detailed overview provided on the official page: ClickUp AI Agents for Digital Out-of-Home Advertising.

By combining structured Spaces, templates, automations, and AI Agents, ClickUp becomes a central operating system for DOOH campaigns, helping your team deliver accurate, on-time, and measurable advertising across every screen in your network.

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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