How to Manage Social Media Campaigns in ClickUp

ClickUp can centralize your entire social media workflow, from campaign planning to publishing and performance tracking. This how-to guide walks you step by step through setting up spaces, templates, views, and automations so your team can manage every post and platform in a single, organized system.

The instructions below are based on the official social media management guide from ClickUp support, adapted into a practical process you can follow immediately.

1. Plan Your Social Media Structure in ClickUp

Before you add tasks, outline how social media work fits into your existing workspace. Clear structure in ClickUp makes it easy to find campaigns, posts, and assets later.

1.1 Choose Where Social Media Lives in ClickUp

Decide which level you will dedicate to social media work:

• Workspace-wide: Best for small teams where everyone touches social media.
• Space: Recommended for most marketing teams running ongoing campaigns.
• Folder: Ideal if social media is one function inside a larger Marketing space.
• List: Useful when social media is a subset of a bigger campaign or project.

Many teams create a dedicated Marketing space in ClickUp, then add a Social Media folder with focused lists like Campaigns, Content Calendar, and Assets.

1.2 Define Lists for Social Media Work

Inside your chosen location, create lists to separate different types of work:

• Strategy & Campaigns: High-level initiatives and launches.
• Content Calendar: Day-to-day scheduling for posts.
• Design & Assets: Visuals, copy drafts, and reusable templates.
• Engagement & Community: Tasks for responses, outreach, and monitoring.

This structure keeps ClickUp organized as your channels and content scale.

2. Use ClickUp Templates for Social Media

Templates help you standardize how you plan and track every post. ClickUp offers several ready-made options for social media teams.

2.1 Add a Social Media Template in ClickUp

Follow these steps to add a template from the library:

1. Open the space, folder, or list where you want to manage social media.
2. Click the + New button and select New List (or use the template menu in the sidebar).
3. Choose Browse Templates.
4. Search for social media templates or browse the marketing category.
5. Select a template that matches your workflow and click Use Template.
6. Set import options (statuses, custom fields, views) and confirm.

When the template loads, review statuses, fields, and sample tasks to ensure they align with how your team uses ClickUp.

2.2 Customize Custom Fields for Social Posts

Tailor template fields so you can capture everything needed to publish a post:

• Platform (Dropdown): Instagram, Facebook, X, LinkedIn, TikTok, YouTube, etc.
• Post Type (Dropdown): Story, Reel, static image, carousel, video, thread.
• Publish Date & Time (Date/Time): The scheduled go-live.
• Campaign (Dropdown or Relationship): Name of the campaign or launch.
• Copy (Text): Final caption or script.
• Link / UTM (URL): Tracking links for performance.

Once configured, reuse these fields in multiple lists across ClickUp for consistent reporting.

3. Create a Social Media Content Calendar in ClickUp

A visual content calendar lets your team see exactly what is going live and when across all channels.

3.1 Build a Calendar View

To display scheduled posts in a timeline:

1. Open your Content Calendar list in ClickUp.
2. Click + View at the top of the screen.
3. Select Calendar.
4. Choose the date field to drive the calendar (for example, Publish Date).
5. Save and name the view, such as Publishing Calendar.

Each task now appears on the date it is planned to publish, giving you a clear overview of every post.

3.2 Filter and Group the Calendar

Use filters so your ClickUp calendar becomes more actionable:

• Filter by Platform to focus on one channel at a time.
• Filter by Status to see only scheduled or in-progress posts.
• Group by Assignee to review what each team member owns.

These options let you quickly answer questions like “What is scheduled for Instagram this week?” without leaving ClickUp.

4. Manage Social Media Tasks in ClickUp

Every post should be a task in your list so you can track copy, creative, approvals, and results in one place.

4.1 Create a Task for Each Post

To add a new social media task:

1. Open your Content Calendar or campaign list in ClickUp.
2. Click + Task.
3. Give the task a clear name, such as “Instagram reel: product launch teaser.”
4. Fill out custom fields for platform, post type, campaign, and publish date.
5. Assign the task to the right owner and set a due date (often the same as publish date or earlier for approvals).

This makes it simple to search and report on posts later using ClickUp filters.

4.2 Build a Repeatable Task Workflow

Define statuses that reflect your posting process. Common examples include:

• Idea
• Drafting
• Design in Progress
• Review
• Approved
• Scheduled
• Published
• Archived

Adjust the status order in ClickUp so it mirrors your exact flow, and train your team to move tasks forward at each handoff.

4.3 Attach Assets and Collaborate

Use task-level features to keep everything in context:

• Attach images, videos, or design files directly to the task.
• Store copy drafts inside the task description or a dedicated text field.
• Mention teammates in comments using @ mentions for quick feedback.
• Add subtasks for variants, like multiple platform versions of a single idea.

This prevents scattered conversations and keeps all creative work inside ClickUp.

5. Use ClickUp Views for Social Media Oversight

Different views in ClickUp highlight the same tasks from multiple angles so stakeholders can track progress easily.

5.1 Board View for Status Management

Create a Board view to manage posts via drag-and-drop:

1. Open your social media list.
2. Click + View and choose Board.
3. Group by Status.

Team members can then move tasks from Drafting to Review to Published simply by dragging cards across columns.

5.2 List and Table Views for Reporting

List or Table views in ClickUp are ideal when you need more detail:

• Show custom fields like Platform, Campaign, and Link.
• Sort by publish date to see the next posts going live.
• Group by Campaign to review performance for a single launch.

You can also save filtered views for specific team roles, such as a designer-only view or an approvals-focused view.

6. Automate Social Media Workflows in ClickUp

Automations in ClickUp reduce manual updates and keep everyone aligned as tasks move through the pipeline.

6.1 Set Up Basic Automations

Common automations for social media include:

• Change assignee when status changes: For example, when a task moves to Review, assign it to a manager.
• Notify a channel or member: Send alerts when a post is Approved or Published.
• Update fields automatically: Set a “Published” checkbox when the status becomes Published.

To configure these, open the list settings in ClickUp and choose Automations, then select or customize a recipe.

6.2 Create Recurring Tasks for Regular Posts

For weekly or monthly posts, set tasks to recur:

1. Open a task that represents a repeating content slot.
2. Click the due date and choose Set Recurring.
3. Define the repeat schedule (for example, every Monday at 10:00 AM).
4. Choose whether to create a new task or reuse the same one.

This ensures standard content, like weekly roundups or announcements, never falls through the cracks in ClickUp.

7. Collaborate and Review Social Content in ClickUp

Feedback loops can slow teams down if they happen across multiple tools. Centralizing review inside ClickUp speeds approvals.

7.1 Use Comments and Proofing

Inside each task, you can:

• Tag reviewers with @name for approvals.
• Use comment threads to discuss revisions.
• Leverage proofing on supported file types for precise, in-context annotations.

Once feedback is resolved, update the task status so the next person in the workflow knows to take action.

7.2 Share Views with Stakeholders

Share specific views in ClickUp with internal or external stakeholders who only need visibility:

• Create a read-only calendar showing upcoming posts.
• Share a board of approved content for leadership review.
• Limit permissions so editing is restricted to your core team.

This keeps your social media workspace in ClickUp transparent without exposing sensitive settings.

8. Next Steps for Optimizing ClickUp

Once your basic social media workflow is running smoothly, you can expand your use of ClickUp by connecting campaign tracking, content requests, and analytics follow-up tasks into the same workspace. For advanced workflow design and automation strategy, you may benefit from expert implementation support from partners such as Consultevo.

By setting up a dedicated structure, using templates, creating a visual content calendar, and automating repetitive actions, your team can run all social media operations inside ClickUp with clarity and control.

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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