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How to Plan YouTube in ClickUp

How to Build a YouTube Content Calendar in ClickUp

ClickUp makes it easy to organize every step of your YouTube workflow, from brainstorming video ideas to tracking analytics after publishing. This how-to guide walks you through building a complete YouTube content calendar so you never miss an upload again.

Why Use ClickUp for Your YouTube Content Calendar

A dedicated content calendar keeps your channel consistent and your team aligned. Using ClickUp for your YouTube production process helps you:

  • Centralize video ideas, scripts, assets, and deadlines
  • Standardize production steps with reusable templates
  • Collaborate with editors, designers, and stakeholders in one place
  • Visualize your schedule on a calendar and by production stage

The steps below are adapted from the workflow described in the original YouTube content calendar article, formatted as a practical how-to.

Step 1: Create a YouTube Space in ClickUp

Start by creating a dedicated home for your channel inside ClickUp so your content stays separate from other work.

  1. Create a new Space and name it after your channel or “YouTube”.

  2. Choose a color and icon that makes it easy to recognize.

  3. Set permissions so only relevant team members can access it.

Inside this Space you will create Folders, Lists, and tasks that represent every video on your channel.

Step 2: Set Up a YouTube Folder and Lists in ClickUp

Within your YouTube Space, you will structure your work using one main Folder and several Lists.

  1. Create a Folder named “YouTube Content Calendar” or similar.

  2. Inside that Folder, add Lists to represent key stages, for example:

    • Ideas & Research
    • Pre-Production
    • Production
    • Post-Production
    • Published & Promotion
  3. Optionally, add a separate List for recurring series or time-bound campaigns.

This structure allows you to move each video task through Lists as work progresses, or you can manage everything in one main List and track stages with custom fields.

Step 3: Turn Video Ideas into Tasks in ClickUp

Each video on your channel should be represented by a single task in ClickUp. This creates one source of truth for the entire lifecycle of that video.

  1. In your Ideas List, click to create a new task.

  2. Name the task with the working video title or hook, such as “How to Build a YouTube Calendar”.

  3. Add key details in the task description, including:

    • Target audience and search intent
    • Working title options
    • Key points or segments
    • Potential keywords and phrases
  4. Attach reference links, competitor videos, and example thumbnails directly to the task.

As the idea gets approved, you can move the task into your Pre-Production List and begin fleshing out the script.

Step 4: Use ClickUp Custom Fields to Track Video Details

Custom Fields in ClickUp keep important video metadata visible without opening the task. For a YouTube content calendar, useful Custom Fields include:

  • Video Type: Tutorial, vlog, review, interview, livestream
  • Stage: Idea, scripting, filming, editing, scheduled, published
  • Priority: High, medium, low
  • Owner: Channel manager or content lead
  • Editor: Assigned video editor
  • Thumbnail Status: Not started, in progress, done
  • Target Publish Date: Planned release date
  • Actual Publish Date: Final release date
  • Link to Video: URL of the published video

Add these fields at the List or Folder level so they apply to every video task. This lets you sort and filter your calendar view by date, type, or stage.

Step 5: Build a Reusable YouTube Task Template in ClickUp

To standardize your process, save one well-structured video task as a template in ClickUp. This ensures every upload follows the same production checklist.

  1. Create a new task and add a detailed checklist inside the description, such as:

    • Research topic and keywords
    • Outline video structure
    • Write script and talking points
    • Draft thumbnail concepts
    • Record A-roll
    • Record B-roll and screen captures
    • Edit rough cut
    • Review and revisions
    • Color correction and sound mix
    • Finalize thumbnail
    • Upload to YouTube
    • Add title, description, tags, and chapters
    • Schedule or publish
    • Promote on social and email
  2. Include any standard tags, Custom Field defaults, or subtasks.

  3. Save the task as a template so you can apply it to every new video idea.

Now, each time you add a new video in ClickUp, you can apply this template and instantly get your full checklist and structure.

Step 6: Plan Your Schedule with the ClickUp Calendar View

Once you have tasks and Custom Fields set up, you can turn your List or Folder into a visual calendar using the Calendar View in ClickUp.

  1. Open your YouTube Folder or main List.

  2. Add a Calendar View and choose which date field to use, such as Target Publish Date.

  3. Drag and drop tasks on the calendar to adjust your schedule quickly.

  4. Use filters to focus on specific video types, series, or stages.

This visual calendar helps you maintain a consistent posting cadence and avoid clustering similar videos too close together.

Step 7: Collaborate With Your Team Inside ClickUp

Collaboration is easier when every conversation happens where the work lives. With ClickUp, your YouTube team can:

  • Mention teammates in comments to request input or reviews
  • Assign comments as action items with due dates
  • Attach raw footage, thumbnails, scripts, and design files directly to tasks
  • Use subtasks for cross-functional work, like design and copy

This keeps your YouTube workflow transparent and reduces time lost searching through chats and emails.

Step 8: Track Published Videos and Performance in ClickUp

After a video goes live, move its task into your Published List or update the Stage Custom Field. Then log key performance metrics to keep a record over time.

  • Add numeric Custom Fields for views, watch time, and click-through rate.
  • Store the published URL and embed it in the task description.
  • Note key learnings, such as titles or thumbnails that performed well.

Over time, this turns your ClickUp calendar into a historical performance database for your channel.

Advanced Tips: Speed Up Your YouTube Workflow With ClickUp

Use ClickUp Templates for Series and Repeating Formats

If you have recurring series, create separate templates in ClickUp tailored to those formats. For example, you might have one for tutorials and another for interviews, each with unique checklists and fields.

Automate Routine Steps in ClickUp

Automations can reduce manual work. Set up rules to:

  • Change the Stage Custom Field when a task moves Lists
  • Notify your editor when a task enters the Production List
  • Assign a designer automatically when thumbnail work is required

This keeps your content moving without constant manual updates.

Connect Strategy and Execution With ClickUp Dashboards

Dashboards give you a high-level view of your YouTube pipeline. Use widgets to show:

  • Upcoming videos by publish date
  • Videos by current stage
  • Workload by assignee
  • Basic performance metrics across recent uploads

This makes it easier for managers and stakeholders to understand progress without opening individual tasks.

Next Steps: Optimize Your ClickUp Setup

With a structured Space, Lists, and templates in place, your YouTube channel operations can scale without chaos. Review your ClickUp setup monthly and refine:

  • Checklists that are missing steps
  • Custom Fields that are unused or confusing
  • Automations that could save more time

For broader workflow and SEO strategy ideas you can adapt to your ClickUp processes, you may find additional insights on sites like Consultevo.

By following the structure outlined above and leveraging the flexibility of ClickUp, you can run your YouTube content calendar like a professional production studio, with every video idea, asset, and deadline organized in one powerful workspace.

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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