How to Use ClickUp for Marketing Teams

ClickUp helps marketing teams plan campaigns, manage content, and report on performance in a single workspace. This guide walks you through how to set up your marketing area, organize projects, and collaborate efficiently using core features built for marketers.

Understand the ClickUp workspace for marketing

Before building out processes, it helps to understand how work is structured. A marketing workspace in ClickUp is organized into levels that let you separate strategies, channels, and campaigns.

Workspace: Your company or department account where all marketing work lives.
Spaces: High-level groups such as Brand, Growth, Content, or Product Marketing.
Folders: Collections of related projects, like Campaigns, Blog, Email, or Events.
Lists: Specific projects or workflows such as Q2 Launch Campaign or Monthly Newsletter.
Tasks & Subtasks: Actionable items that make up each marketing initiative.

Use this structure to mirror how your team plans and executes work across campaigns, assets, and channels.

Set up a marketing Space in ClickUp

Start by creating a dedicated Space for your marketing team. This keeps marketing work organized and makes it easy to manage permissions, templates, and views.

Create a marketing Space in ClickUp

Open your workspace sidebar.
Select the option to create a new Space.
Name it something clear like Marketing or Global Marketing.
Choose color and icon so the Space is easy to spot.
Set sharing and permissions so the right teammates have access.

Inside this Space, you will create Folders and Lists for your different marketing programs.

Organize Folders for marketing work in ClickUp

Within your marketing Space, create Folders that reflect your core responsibilities. For example:

Campaigns: Product launches, seasonal promos, brand campaigns.
Content: Blog, website, gated assets, video production.
Email & CRM: Newsletters, nurture flows, lifecycle campaigns.
Social Media: Organic posts, paid social, community initiatives.
Events: Webinars, conferences, community events.

Each Folder can contain multiple Lists for individual campaigns or workflows, which keeps projects grouped by channel or objective.

Build repeatable campaign Lists in ClickUp

Reusable Lists and templates make it easy to spin up consistent marketing campaigns. This saves time and ensures you follow the same reliable process for each new initiative.

Create campaign Lists in ClickUp

Open the relevant Folder, such as Campaigns.
Create a new List and name it after your campaign, like Spring Launch Campaign.
Set start and due dates for the campaign timeline.
Add a description outlining goals, audience, and key messages.

Once the List is set, you can add tasks for milestones, assets, and tracking.

Use marketing task templates in ClickUp

Instead of rebuilding the same tasks for every campaign, create templates.

Build out a campaign List with all required tasks and subtasks.
Include steps like planning, creative, approvals, launch, and reporting.
Convert the List or individual tasks into templates.
Apply these templates whenever you start a similar campaign.

This approach standardizes your process and helps onboard new teammates faster.

Track content production with ClickUp

Content is a major part of marketing operations. You can design a content system in ClickUp that supports briefs, production, reviews, and publishing.

Set up a content calendar in ClickUp

Use a dedicated content Folder with Lists for each channel or content type.

Blog content List: Articles, case studies, SEO pages.
Website updates List: Landing pages, product copy, experiments.
Video List: Scripts, recordings, edits, and final cuts.

Then, use Calendar or List views to see your publishing schedule and deadlines.

Manage content workflows in ClickUp

Define custom statuses to match your content pipeline. Common examples include:

Brief needed
In progress
In review
Revisions required
Approved
Scheduled
Published

Apply these statuses to tasks and subtasks so everyone can see where each piece of content stands, from idea to live asset.

Plan social media and email campaigns in ClickUp

Centralizing social and email workflows makes it easier to coordinate launches, maintain consistent messaging, and avoid missed deadlines.

Coordinate social campaigns in ClickUp

In your Social Media Folder, create Lists for:

Always-on organic content
Campaign-related posts
Paid social tests

Within each List, create tasks for individual posts and include:

Copy and visuals
Platform and format
Target publish date and time
Approvals and tracking links

Use Calendar and Board views to visualize the social schedule and handoffs between creators, reviewers, and publishers.

Run email marketing in ClickUp

For email and CRM work, set up Lists such as:

Newsletters
Lifecycle journeys
Promotional sends

Each email task can store:

Subject lines and preview text
Body copy and design notes
Segment or audience details
Scheduling and post-send analysis

This keeps everyone aligned on what is going out, when, and to whom.

Use ClickUp views to monitor marketing performance

Different views let your team quickly understand workload, progress, and outcomes. For marketing leaders, this is especially useful for reporting and prioritization.

Visualize work with ClickUp views

Common views for marketing teams include:

List view: Detailed rows of tasks with key fields like owner, status, and due date.
Board view: Kanban-style columns that show items by status or stage.
Calendar view: Scheduled campaigns, posts, and content deadlines.
Timeline or Gantt: Overlapping campaigns and long-running projects.

Use these views at the Space, Folder, or List level to get the right level of detail.

Report on marketing work in ClickUp

You can track progress on initiatives and spot bottlenecks using reporting options. For example, you can:

See tasks grouped by assignee to understand workload.
View items that are overdue or at risk.
Filter by campaign to review completion rates and remaining tasks.

Dashboards and summary views help stakeholders quickly check status without digging into individual tasks.

Collaborate with your team in ClickUp

Marketing work involves many contributors and reviewers. Collaboration tools streamline feedback and approvals so campaigns can move faster.

Manage feedback and approvals in ClickUp

Use the following collaboration features to keep comments and decisions in one place:

Comments: Ask questions, tag teammates, and track decisions on each task.
Attachments: Store briefs, mockups, and final creatives alongside the work.
Assigned comments: Turn feedback into clear action items.
Mentions: Notify designers, writers, and stakeholders when input is needed.

This reduces back-and-forth across email and chat tools and keeps context with the work.

Align cross-functional teams with ClickUp

Marketing teams often collaborate with product, sales, and customer success. A shared workspace makes it easier to coordinate:

Product launch timelines and assets
Sales enablement content and training
Customer campaigns and advocacy programs

Shared Lists and clear ownership help each team see responsibilities and deadlines.

Next steps and additional resources

Once your marketing workspace is structured, you can refine it as your team grows. Adjust Spaces, Folders, Lists, and templates to match new campaigns, channels, and goals.

To explore more ways marketing teams use the platform, review the official documentation at this ClickUp for marketing teams resource.

If you want expert help designing a high-performing workspace and processes, you can also work with specialists such as Consultevo to optimize your setup, reporting, and integrations.

With a clear structure, reusable templates, and collaborative workflows, your team can use ClickUp to plan, execute, and report on marketing work in a single organized system.

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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