How to Manage Marketing Projects in ClickUp

ClickUp gives marketing teams a single workspace to plan campaigns, assign work, track deadlines, and report on performance. This how-to guide walks you through setting up a complete marketing project management system based on the best practices described in the original ClickUp marketing project management article.

Step 1: Plan Your Marketing Strategy in ClickUp

Before building tasks, clarify your marketing strategy so ClickUp can mirror how your team works.

Define goals and key results in ClickUp

Start by translating your high-level marketing objectives into measurable goals.

1. Create a Space or Folder for your marketing department.
2. Add a List called “Marketing Goals” or “Growth Objectives”.
3. Create tasks for each major goal, such as lead generation or brand awareness.
4. Use Custom Fields to capture KPIs like target leads, CTR, or conversion rate.
5. Set due dates and owners so each goal has clear accountability.

These goal tasks become the reference point for all later work in your ClickUp workspace.

Map initiatives and campaigns

Next, break goals into concrete initiatives and campaigns.

• Create separate Lists for campaigns such as “Product Launch”, “Content Marketing”, or “Paid Ads”.
• Use task relationships to link campaign tasks back to your main goal tasks.
• Add tags like “Q1”, “Q2”, or “Evergreen” to organize work across time.

This structure lets you see exactly how each asset and activity supports your marketing strategy.

Step 2: Build a ClickUp Workflow for Marketing Projects

A consistent workflow ensures every marketing project follows the same steps from idea to completion.

Create custom statuses in ClickUp

Statuses should match how your team actually executes work.

1. Open the List settings for a campaign.
2. Configure Custom Statuses such as “Backlog”, “Planned”, “In Progress”, “In Review”, and “Approved”.
3. Save the status set as a template so it can be reused across all marketing Lists.

When teammates update statuses in ClickUp, progress becomes visible instantly without extra check-ins.

Standardize task templates

Templates help you quickly spin up recurring marketing work.

• Create a “Blog Post” task template with subtasks for research, outline, draft, edit, design, and publish.
• Create an “Email Campaign” template with subtasks for brief, copy, build, QA, and send.
• Include checklists for approvals, links, and tracking codes.

Saving these as templates in ClickUp ensures every deliverable follows a reliable process.

Step 3: Organize Marketing Assets in ClickUp Views

Different views make it easy to manage complex marketing work from multiple angles.

Use ClickUp List and Board views

List and Board views are ideal for day-to-day task management.

• List view: See every task with columns for assignee, status, due date, and priority.
• Board view: Drag and drop tasks across status columns for an agile, Kanban-style workflow.

Switching between these views in ClickUp lets managers monitor the big picture while specialists focus on their personal workload.

Plan content with a ClickUp Calendar

Marketing teams rely on clear calendars to avoid conflicts and missed deadlines.

1. Add a Calendar view to your content or social media List.
2. Display tasks as calendar items using due dates.
3. Filter the view by assignee, tag, or List to see only relevant work.

This Calendar view in ClickUp becomes your live editorial or campaign calendar, always updated as tasks move.

Step 4: Collaborate With Your Team in ClickUp

Collaboration is at the core of effective marketing project management.

Centralize communication in task comments

Keep all feedback and discussion right where work happens.

• Use task comments to ask questions and share updates instead of scattered emails.
• @mention teammates to notify the right people instantly.
• Attach mockups, briefs, and documents directly to tasks for fast reference.

With this approach, anyone opening a ClickUp task can immediately see the full context and history.

Manage approvals and reviews

Clear review steps prevent bottlenecks late in a campaign.

1. Create a dedicated “In Review” or “Needs Approval” status in your ClickUp workflow.
2. Assign approval tasks or subtasks to managers or stakeholders.
3. Use comments to capture feedback and mark items resolved as changes are made.

As tasks move from “In Review” to “Approved” in ClickUp, your team gains real-time visibility into what is ready to ship.

Step 5: Track Marketing Performance in ClickUp

Beyond task management, you need to measure how marketing work impacts business results.

Build dashboards for ClickUp reporting

Dashboards give leaders a fast overview of marketing progress.

• Add widgets to track tasks by status, assignee, or priority.
• Highlight overdue tasks and upcoming deadlines.
• Display workload charts to understand resource allocation across the team.

Use these dashboards in ClickUp during weekly marketing meetings to guide decisions and remove blockers.

Monitor campaign timelines

Timelines help you understand how campaign tasks relate across weeks and months.

1. Add a Gantt or Timeline view to your main campaign Folder.
2. Ensure tasks have start and due dates plus dependencies.
3. Watch how changes in one task affect the schedule of others.

This timeline capability in ClickUp keeps complex launches on track and highlights risky overlaps.

Step 6: Improve and Scale Your System in ClickUp

Once the basic system is running, refine it as your marketing organization grows.

Refine ClickUp templates and automation

Look for areas where automation and better templates can save time.

• Update task templates to reflect new steps or learnings.
• Standardize naming conventions for Lists, tasks, and tags.
• Introduce automation rules to move tasks to the next status or notify stakeholders when work is complete.

Optimizing these elements in ClickUp reduces manual work and keeps your process consistent across campaigns.

Onboard new marketers efficiently

A clear workspace layout makes onboarding easier.

1. Create a “New Marketer Onboarding” List with tasks that explain your ClickUp structure, workflows, and templates.
2. Include links to internal SOPs and style guides.
3. Assign onboarding tasks to new teammates with due dates for each step.

With this approach, new team members can quickly understand how to use ClickUp to manage their own projects.

Next Steps: Enhance Your ClickUp Marketing System

By aligning strategy, workflows, views, collaboration, and reporting, you can turn ClickUp into a complete hub for marketing project management. As you refine your workspace, consider pairing this setup with expert consulting to improve processes and analytics.

For additional optimization support around project management systems and digital strategy, you can explore services from Consultevo.

Use these steps as your foundation, then continue iterating in ClickUp as your marketing programs grow in scale and complexity.

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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