How to Manage Marketing Projects in ClickUp

ClickUp helps marketing teams organize campaigns, content, budgets, and reporting in one place so you can move faster with less chaos. This guide walks you through how to set up and run your entire marketing workflow using features highlighted in the ClickUp marketing project management overview.

Step 1: Plan Your Marketing Hierarchy in ClickUp

Before building spaces and tasks, decide how your work should be organized. A clear structure makes every project easier to track.

Choose a ClickUp Space for Marketing

Create a Space dedicated to marketing work. This keeps all campaigns, content, and analytics in one hub.

• Name it something clear, such as “Marketing” or “Growth Marketing”.
• Use folders inside the Space for key areas like campaigns, content, and operations.
• Apply branding colors and icons so the ClickUp workspace feels familiar to your team.

Map Folders and Lists to Your Workflow

Inside your marketing Space, set up folders that reflect your real processes.

• Campaigns and launches
• Content and editorial
• Paid media and performance
• Email and lifecycle
• Product marketing
• Events and webinars

Within each folder, create lists that represent specific programs or time periods, such as “Q1 Product Launches” or “Weekly Editorial Calendar”. This helps ClickUp views stay focused and easy to filter.

Step 2: Use ClickUp Templates for Faster Setup

Templates save time and standardize projects so every campaign starts with the same proven structure.

Apply a ClickUp Marketing Project Template

From the template center, search for marketing project examples that match your team size and goals.

1. Open your marketing Space.
2. Click “+ New Folder” or “+ New List”.
3. Select “Use Template” and browse relevant marketing options.
4. Apply the template, including custom fields, views, and automations.

Templates modeled after high-performing marketing teams help you include tasks for planning, creative, approvals, QA, launch, and reporting right from the start.

Standardize Campaign and Content Workflows

Use a ClickUp list template for recurring work such as:

• Monthly campaign planning
• Blog and SEO content production
• Social media scheduling
• Email marketing sequences

Each template can include task statuses, checklists for required steps, and custom fields for channels, audiences, and funnel stages.

Step 3: Build Tasks and Custom Fields in ClickUp

Tasks are the core of execution. Custom fields add the structured data marketing teams need for reporting.

Create Marketing Tasks with Clear Ownership

For each deliverable, create a task in the relevant list.

1. Write a concise, action-oriented task name.
2. Assign an owner and add collaborators.
3. Set start and due dates for accurate timelines.
4. Attach briefs, assets, and links directly in the task.
5. Use subtasks or checklists for repeatable steps like reviews and QA.

This ensures ClickUp becomes the single source of truth for every marketing deliverable.

Use ClickUp Custom Fields for Marketing Data

Add custom fields to capture structured information your team needs across campaigns.

• Channel (email, social, paid search, organic, events)
• Campaign type (launch, nurture, awareness, retention)
• Target persona or segment
• Budget and estimated spend
• Goal metric (leads, signups, pipeline, revenue)

Custom fields allow ClickUp views and dashboards to give you powerful filtering and reporting without manual spreadsheets.

Step 4: Visualize Work with ClickUp Views

Different marketing roles need different perspectives. ClickUp views let everyone see the same data in their preferred layout.

Organize Campaigns with ClickUp Board and List Views

Use multiple views within each list or folder to manage work efficiently.

• List view: Great for backlog grooming and detailed task review.
• Board view: Use Kanban style to track tasks from idea to launch.
• Calendar view: Align publish dates across content, email, and social.
• Timeline or Gantt: Visualize dependencies for complex launches.

By switching views, ClickUp supports both strategic planning and day-to-day execution on the same data.

Track Deadlines and Capacity

Create a calendar or timeline view across your entire marketing Space.

• See overlapping launches and campaigns.
• Check individual workload by filtering by assignee.
• Reschedule tasks with drag-and-drop when priorities shift.

This makes ClickUp useful for both managers and individual contributors who need clarity on upcoming work.

Step 5: Collaborate and Approve Work in ClickUp

Marketing execution depends on fast feedback and clear approvals. Centralize that communication in your workspace.

Use ClickUp Comments and Proofing

Keep feedback on assets attached to the relevant task.

• Use threaded comments for discussions.
• Mention teammates with @ to request input.
• Attach screenshots, drafts, and final files.
• Use proofing on images and documents to add comments directly on the asset.

This reduces scattered conversations and ensures every revision history stays visible in ClickUp.

Define Clear Approval Stages

Set up statuses that reflect approval steps, such as:

• In brief
• In progress
• In review
• Approved
• Scheduled
• Launched

Team members move tasks through statuses, so you always know what is waiting on design, legal, or leadership sign-off.

Step 6: Automate Repetitive Steps in ClickUp

Automation reduces manual follow-ups and keeps campaigns moving smoothly.

Set Simple ClickUp Automations

Use built-in automation rules to handle routine actions.

• Change assignee when status changes to “In review”.
• Post a comment when a task enters “Launched”.
• Apply a template of subtasks when a new campaign task is created.
• Move tasks to an archive list after completion.

Automations free your team to focus on creative and strategic work instead of admin tasks.

Create Recurring Tasks for Ongoing Marketing

Set tasks to recur for weekly or monthly activities, such as:

• Newsletter production
• Reporting and analytics reviews
• Social media planning
• Website content audits

Recurring schedules ensure ClickUp always shows the next iteration without manual setup.

Step 7: Measure Results with ClickUp Dashboards

Dashboards give marketing leaders and stakeholders a quick view of performance and workload.

Build ClickUp Dashboards for Marketing KPIs

Create a dashboard that combines multiple widgets to track campaigns and priorities.

• Task lists filtered by campaign or owner
• Charts for status distribution and workload
• Time tracking or effort estimates if your team uses them
• Custom field charts for budgets and goals

Dashboards in ClickUp make it easier to report on what the team is working on and how projects are progressing.

Share ClickUp Reports with Stakeholders

Give leaders a view-only dashboard so they can see live status without interrupting the team.

• Highlight key launches and milestones.
• Show risks and blocked tasks.
• Include links back to important lists or campaigns.

This transparency helps marketing align with sales, product, and leadership while keeping everyone on the same page.

Next Steps: Improve Your Marketing System

Once your initial marketing workspace is live, refine it based on how your team actually works.

• Adjust statuses to better match your process.
• Update templates as you learn from each launch.
• Add or remove custom fields for cleaner data.
• Iterate on dashboards to show the metrics that matter most.

If you need expert support implementing or optimizing your workspace, you can explore marketing systems and advisory services from partners like Consultevo.

By combining a clear structure, thoughtful templates, and smart automation, ClickUp becomes a powerful operating system for every part of your marketing organization.