Use ClickUp Custom Fields for social media

With ClickUp you can build a complete social media management system using Custom Fields to keep every post, asset, and deadline organized in one place.

Why use ClickUp Custom Fields for social media?

Custom Fields let you structure your social workflow so every task contains the same consistent information. This makes planning, collaboration, and reporting much easier for your team.

For social media management, Custom Fields help you:

• Standardize how you brief and approve content
• Track every platform and content format in one workflow
• Avoid missing deadlines with clear publish dates and times
• Record performance data alongside each post

Plan a social media workflow in ClickUp

Before you add any Custom Fields, decide how you want your social content pipeline to work in ClickUp. A typical workflow includes:

• Idea and content requests
• Drafting copy and creative
• Reviews and approvals
• Scheduling and publishing
• Performance review and reporting

Map this pipeline to ClickUp task statuses so you can see where every post sits from idea to published.

Key Custom Fields to add in ClickUp

Once your structure is clear, add Custom Fields at the List level so every social task has the same fields. Below are the most useful field types for social media work.

Audience and account fields in ClickUp

Use these fields to capture who you are speaking to and where content will be posted.

• Audience (Dropdown or Labels): Define audiences such as “Prospects”, “Customers”, or region-specific segments.
• Customer type (Dropdown): Distinguish between B2B, B2C, or other relevant customer groups.
• Account handle (Text): Store the username or profile handle for each channel.
• Brand or client (Dropdown): If you manage multiple brands, select which brand a post belongs to.

Platform and format fields in ClickUp

These fields help you track what kind of asset you are creating and where it will live.

• Platform (Labels or Dropdown): Options like Instagram, LinkedIn, X, Facebook, TikTok, YouTube, or others your team uses.
• Content type (Dropdown): For example, Image, Carousel, Reel, Story, Short, Blog promo, or Ad.
• Campaign (Labels): Attach the task to a larger campaign or initiative.
• Link or URL (URL field): Store tracking links or destination URLs for the post.

Scheduling fields in ClickUp

Scheduling fields let you coordinate publishing across channels without leaving ClickUp.

• Publish date (Date): The planned date for the content to go live.
• Publish time (Time or Text): Specify the exact time or time window.
• Time zone (Dropdown): Keep teams aligned when you publish across regions.
• Queue or priority slot (Number or Dropdown): Indicate order in a posting queue.

Content and asset fields in ClickUp

Keep the creative details and references inside the same task so nothing is lost across tools.

• Post copy (Text area): Store final approved copy or key talking points.
• Key message (Text): Short summary of the main takeaway.
• Hashtags (Text): Group hashtags or hashtag sets to reuse later.
• Asset status (Dropdown): Track stages such as “Needs design”, “In design”, “Ready”, or “Updated”.
• Asset link (URL): Link to design files, video drafts, or folders.

Approval and collaboration fields in ClickUp

Use Custom Fields to clarify ownership and approvals so content does not get stuck.

• Owner (People): Assign a main owner for each post.
• Stakeholders (People or Labels): Identify who needs visibility or feedback.
• Approval status (Dropdown): Stages like “Pending review”, “Changes requested”, or “Approved”.
• Approval deadline (Date): Ensure reviews happen before publish dates.

Performance tracking fields in ClickUp

After publishing, you can record performance data in the same ClickUp task.

• Impressions (Number)
• Clicks (Number)
• Engagements (Number)
• Engagement rate (Formula): Calculate based on your internal definition.
• Conversions (Number)

These metrics help you compare posts and campaigns directly in your workspace.

Set up a social media List in ClickUp

To put everything into action, create a dedicated List for social content in ClickUp and apply your fields there.

1. Create a Space or Folder for Marketing or Social.
2. Add a new List for your content calendar or campaign.
3. Open any task and click to add Custom Fields.
4. Create or select the fields you planned, such as Platform, Content type, and Publish date.
5. Save these fields at the List level so every task in the List shares them.

Once your List is ready, create a task for each post idea. Fill out the Custom Fields as soon as a task is created, so information stays consistent and searchable.

View social data with ClickUp Custom Fields

Custom Fields become even more powerful once you organize them into views and filters in ClickUp.

Calendar and timeline views

Use Calendar view to see posts by Publish date. Filter by Platform or Campaign to focus on specific channels or initiatives.

If you want to plan launches over several weeks or months, use a Timeline or Gantt-style view to check for overlaps and coverage gaps.

Table and reporting views in ClickUp

Switch to Table view to see Custom Fields in columns for quick editing. You can:

• Sort by Publish date or Campaign
• Filter by Approval status
• Group by Platform, Owner, or Audience

For more advanced reporting, create Dashboards that surface Custom Field data, such as performance metrics or campaign-level summaries.

Best practices for managing fields in ClickUp

Keep your setup simple and consistent so your team actually uses it every day.

• Standardize names: Use clear, consistent field names across Lists so teams always know what each field means.
• Limit options: Avoid long dropdown lists; include only the platforms, audiences, or statuses you really need.
• Use templates: Create task templates with pre-filled Custom Fields for recurring content types.
• Review regularly: Audit your fields each quarter and archive what is no longer needed.

Next steps and more ClickUp resources

To see the original help documentation this guide is based on, visit the official article on how to use Custom Fields for social media management.

If you need hands-on implementation support, strategy, or workspace optimization, you can also work with specialists such as Consultevo to design a scalable ClickUp setup for your entire marketing team.

By combining a clear workflow with well-designed Custom Fields, you can turn ClickUp into a powerful hub for planning, publishing, and analyzing all your social media content.

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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