How to Use ClickUp for Marketing Resource Management

ClickUp can power a complete marketing resource management workflow, helping your team coordinate campaigns, assets, budgets, and approvals in one place. This how-to guide walks you through building that system step by step.

Using the core ideas from ClickUp’s marketing resource management overview, you will learn how to organize people, processes, and platforms into a single source of truth.

Step 1: Plan Your Marketing Resource Management Structure in ClickUp

Before you build anything, outline how you want to manage your marketing resources. A clear structure in ClickUp keeps data consistent and easy to report on.

Define your hierarchy in ClickUp

Decide how you will map your marketing organization into ClickUp:

• Workspaces: Separate companies or large divisions.
• Spaces: Group high-level functions such as Brand, Performance, Content, or Product Marketing.
• Folders: Organize programs like Campaigns, Content Production, Events, or Partnerships.
• Lists: Use for specific campaigns, channels, or asset libraries.

Keep this structure simple enough that everyone instantly understands where work lives.

Clarify your marketing resources

Document what you need to manage in ClickUp, such as:

• Campaign briefs and strategy documents
• Creative and content assets
• Budgets, purchase orders, and vendor details
• Channel plans and media schedules
• Approvals, compliance info, and performance data

Having this list will guide which fields and views you configure later.

Step 2: Build a Marketing Command Center in ClickUp

Next, create a portfolio-style view to oversee all marketing work and resources in ClickUp.

Create a Marketing Operations Space

Set up a dedicated Space for Marketing Operations or Marketing Resource Management. Inside this Space, create Folders for:

• Campaign Portfolio
• Content & Creative Production
• Budget & Vendors
• Brand & Asset Library

Each Folder will contain Lists that represent specific workflows and resource types.

Set up a campaign portfolio list in ClickUp

Create a List called Campaign Portfolio in ClickUp. Each task represents a campaign or major initiative.

Add Custom Fields such as:

• Campaign Owner
• Objective / KPI
• Primary Channel
• Budget
• Start Date / End Date
• Status and Priority

Use Table or List view for quick comparison, and enable filters so you can see live, planned, or completed campaigns at a glance.

Step 3: Organize Marketing Assets and Content in ClickUp

A strong marketing resource management system centralizes and standardizes assets. You can use ClickUp to keep everything in one place with consistent metadata.

Build an asset library with ClickUp lists

In your Brand & Asset Library Folder, create Lists like:

• Brand Guidelines & Messaging
• Creative Assets (Images, Video, Design)
• Copy & Templates
• Sales & Enablement Materials

For each List, turn each asset or document into a task. Attach files directly in the task, or link to your storage platform.

Add Custom Fields to standardize assets, such as:

• Asset Type (image, video, template, etc.)
• Usage Rights / Expiration Date
• Channel (web, social, paid, email)
• Brand / Product Line
• Stage (Draft, In Review, Approved, Archived)

Use Docs in ClickUp for reusable templates

Create Docs to store and reuse important marketing templates:

• Campaign brief templates
• Creative request forms
• Content outlines
• Brand and tone of voice guidelines

Link these Docs inside relevant tasks, and pin key Docs at the Space or Folder level so teams can find them instantly.

Step 4: Set Up Resource Workflows and Approvals in ClickUp

Marketing resource management is not only about storing assets. It is about how work moves from request to delivery. ClickUp can automate and standardize those flows.

Design request workflows in ClickUp

Create a dedicated List for inbound requests, such as Marketing Requests or Creative Requests.

1. Use a Form view to capture requests with required fields (deadline, objectives, channel, audience).
2. Automatically convert form submissions into tasks in ClickUp.
3. Route requests by assigning default owners or using automation rules.

This keeps requests visible, prioritized, and aligned with available resources.

Standardize approval stages

Update task Statuses to reflect marketing-specific stages, for example:

• Intake
• Planning
• In Progress
• In Review
• Approved
• Launched
• Archived

Use Automations in ClickUp (if enabled in your plan) to:

• Notify approvers when a task moves to In Review.
• Change status to Approved when a specific assignee completes their checklist.
• Alert channel owners when a campaign is Launched.

Step 5: Manage Budgets and Vendors with ClickUp

Controlling spend is a key part of marketing resource management. You can track budgets, commitments, and vendor relationships in ClickUp.

Create a budget tracking list in ClickUp

In your Budget & Vendors Folder, create a List called Marketing Budget. Treat each task as a line item or initiative.

Add Custom Fields like:

• Planned Budget
• Actual Spend
• Vendor / Partner
• Purchase Order Number
• Contract Start / End Dates
• Channel or Campaign Link

Link budget tasks to related campaign or asset tasks with relationships so you can see spend per initiative.

Track vendors and contracts

Create a separate List for Vendors & Partners in ClickUp:

• Use tasks for each vendor or agency.
• Attach contracts and SOWs.
• Add fields for primary contact, rates, and contract terms.
• Create reminders for renewal and review dates.

This ensures all resource-related contracts are easy to audit and update.

Step 6: Monitor Performance and Optimize in ClickUp

Once your marketing resource management system is in place, you need visibility into performance so you can reallocate people, time, and budget.

Build dashboards in ClickUp

Use Dashboards to combine data from campaign, asset, and budget lists:

• Widgets for tasks by status or assignee to show workload.
• Budget vs. actual charts per campaign or channel.
• Upcoming deadlines and launch dates.
• Open approvals or bottlenecks.

Dashboards help marketing leaders see how effectively resources are being used, and where to adjust.

Connect metrics to marketing resources

While performance data often lives in analytics tools, you can still summarize key metrics in ClickUp:

• Use Custom Fields for impressions, leads, or revenue impact.
• Store links to live dashboards in each campaign task.
• Document insights and post-mortems as Docs attached to campaigns.

This turns your ClickUp environment into a knowledge base as well as a work hub.

Step 7: Maintain and Improve Your ClickUp Setup

A successful marketing resource management system evolves as your team and channels change.

Regularly audit your ClickUp structure

Schedule recurring reviews to ensure your setup still matches how your team works:

• Archive old Lists and campaigns.
• Retire unused Custom Fields.
• Update workflows to reflect new channels or processes.
• Refine naming conventions and documentation.

Ask stakeholders which views they actually use and which ones create noise.

Train the team and document best practices

Create a Marketing Operations Handbook Doc in ClickUp that covers:

• Where to create new campaigns and requests.
• How to tag, name, and categorize assets.
• Approval expectations and SLAs.
• How to read key Dashboards.

Link this Doc in Space and Folder descriptions so it is always one click away.

Where to Go Next with ClickUp and Marketing Ops

With a clear hierarchy, standardized workflows, and connected budgets, you can turn ClickUp into a full marketing resource management platform that scales with your team.

For additional strategic guidance on marketing systems and operations, you can explore resources from Consultevo alongside the official tutorials and best practices from ClickUp.