How to Use ClickUp for AI Video Projects

How to Use ClickUp for AI Video Projects

ClickUp can be your central hub to plan, organize, and deliver AI video projects, especially when you are comparing Sora AI alternatives and need a streamlined workflow from idea to final export.

This how-to guide walks you through setting up a complete AI video production workspace, inspired by the workflows discussed in the Sora AI alternatives article.

Step 1: Plan Your AI Video Workflow in ClickUp

Before you build tasks, map out how AI video content moves from idea to publication. A clear pipeline prevents confusion when testing Sora AI alternatives or other tools.

Define stages for your ClickUp space

Create a production pipeline with statuses that mirror typical AI video steps:

  • Ideas and prompts
  • Script and storyboard
  • Asset collection (images, audio, reference clips)
  • AI generation and rendering
  • Editing and revisions
  • Review and approval
  • Publishing and promotion

Each of these stages will become task statuses or lists inside ClickUp so the team always knows where a video stands.

Choose the right structure in ClickUp

Set up a clear hierarchy to keep AI projects organized:

  • Workspace: Your company or brand
  • Space: AI Video Production
  • Folders: Campaigns, Channels, or Clients
  • Lists: Individual series, product lines, or content buckets

This structure makes it easy to compare performance of videos created with different AI tools while staying organized.

Step 2: Create AI Video Templates in ClickUp

Standard templates prevent missed steps and help you quickly spin up new test projects when exploring Sora AI alternatives.

Build a reusable ClickUp task template

Create a master AI video task that can be turned into a template:

  1. Open your AI Video Production space.
  2. Create a new task named “AI Video Master Template”.
  3. Add sections in the task description for:
    • Goal and target audience
    • Prompt ideas
    • Script draft
    • Visual style notes
    • Voice-over or captions
  4. Add custom fields such as:
    • Video length
    • Channel (YouTube, TikTok, etc.)
    • AI tool used
    • Deadline
    • Budget or credits used
  5. Save this task as a template so the team can reuse it.

Each time you test a new Sora AI alternative, create tasks from this template to keep data consistent.

Create checklist workflows in ClickUp

Inside the template task, add checklists that reflect the core AI video workflow:

  • Research and concept approval
  • Prompt writing and refinement
  • Test renders from the AI tool
  • Final render selection
  • Editing in your NLE or online editor
  • Thumbnail creation
  • Metadata and SEO setup
  • Publishing and post-launch review

Using one consistent checklist makes your reporting much easier and ensures no step gets skipped.

Step 3: Track Sora AI Alternatives in ClickUp Views

You can mirror the product comparisons described in the Sora AI alternatives guide by using multiple ClickUp views for analysis and tracking.

Use ClickUp List view for production control

In List view, you can see every AI video task at a glance:

  • Group tasks by status or AI tool used.
  • Sort by due date to keep deadlines on track.
  • Filter by campaign, channel, or assignee.

This view is perfect for weekly production meetings where you review each AI video in progress.

Use ClickUp Board view for a visual pipeline

Board view gives you a kanban layout similar to many AI video dashboards:

  1. Switch the list to Board view.
  2. Use statuses such as “Prompting”, “Rendering”, “Editing”, and “Ready to Publish”.
  3. Drag and drop tasks as they move through the pipeline.

This visual workflow is especially helpful when you are juggling outputs from multiple tools based on the comparisons in the Sora AI alternatives article.

Set up ClickUp Calendar and Gantt views

Use these for scheduling and dependency management:

  • Calendar view: See planned publish dates and quickly adjust timing.
  • Gantt view: Map dependencies like “Render before Edit” and “Edit before Review”.

These views ensure the entire AI video campaign launches on schedule.

Step 4: Collaborate on AI Videos in ClickUp

Effective collaboration is critical when you combine creative teams, editors, and AI specialists.

Centralize communication in ClickUp tasks

Use comments on each task for focused discussions:

  • Tag teammates to request new prompts or revisions.
  • Attach reference files, scripts, and storyboards.
  • Embed or link sample outputs from Sora AI alternatives for comparison.

This keeps all context together instead of spreading it across multiple chat tools.

Automate handoffs with ClickUp

Automation features can move tasks between stages as soon as work is completed:

  • Change status to “Rendering” when prompts are finalized.
  • Assign the task to editors when AI output is approved.
  • Notify reviewers when an edit is ready.

Automations reduce manual updates and keep the pipeline flowing smoothly.

Step 5: Measure AI Video Performance in ClickUp

Once your videos go live, use data to refine your prompts and tool choices.

Log performance metrics in ClickUp custom fields

For each video task, track key numbers:

  • Views and watch time
  • Engagement rate
  • Click-through rate
  • Conversion or signup data

Combine these metrics with the “AI tool used” field to see which Sora AI alternatives produce the best outcomes for your goals.

Build reports and dashboards in ClickUp

Create dashboards to surface the most important information:

  • Charts comparing tools by performance.
  • Tables of live and in-progress videos.
  • Workload widgets showing how busy each team member is.

These dashboards help you decide which tools to keep or replace based on real-world results.

Step 6: Improve Your System with ClickUp Integrations

Integrations help you connect your AI stack, editing tools, and analytics sources.

Connect external tools to ClickUp

Depending on your tech stack, you can connect:

  • Cloud storage for raw renders and project files.
  • Chat tools for notifications when statuses change.
  • Analytics platforms for performance data exports.

This minimizes manual copy-paste and keeps your AI video system reliable.

Next Steps: Build a Scalable AI Video System with ClickUp

By mapping your workflow, designing templates, and using multiple views, you can turn ClickUp into a powerful control center for AI video production and testing Sora AI alternatives in a structured way.

If you want help designing a complete workflow around AI content tools and ClickUp, you can explore consulting services from Consultevo to refine your strategy, automation, and reporting.

Use this how-to process as a foundation, then iterate on your ClickUp setup as your AI tools and content goals evolve.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

Get Help

“`