ClickUp Link Management Guide

How to Use ClickUp as a Linktree Alternative

If you want more control, branding, and tracking than Linktree provides, you can turn ClickUp into a powerful link hub that showcases all your important destinations in one place.

Based on the strategies outlined in the detailed comparison of Linktree-style tools in the ClickUp Linktree alternatives guide, this tutorial walks you through a practical system you can implement today.

Why Build a Link Hub with ClickUp

Traditional bio link tools are simple, but they often limit customization, organization, and collaboration. By using a project management platform as your link hub, you gain:

  • Full control over how your content is organized
  • Flexible layouts you can adapt as you grow
  • Collaboration features for teams and clients
  • Better tracking and documentation of every link you share

The structure below mirrors what creators, agencies, and businesses get from advanced Linktree alternatives, adapted into a clear, repeatable workflow.

Step 1: Plan Your Link Strategy in ClickUp

Before building anything, outline what you want visitors to do after they tap your bio link. Common goals include:

  • Driving traffic to your latest content
  • Capturing email subscribers
  • Selling products or services
  • Booking calls or demos

List these goals and group them into a simple hierarchy, such as:

  • Primary call to action (one main goal)
  • Secondary calls to action (two or three options)
  • Evergreen resources (support, FAQs, top posts)

This hierarchy will guide how you organize and visually prioritize your links inside ClickUp so visitors always know what to click first.

Step 2: Build a Link Hub Space in ClickUp

Next, create a dedicated space or folder to manage your public links. This keeps your promotional assets separate from internal work while staying in the same ecosystem.

Set Up a List for Your Live Link Hub

Create one list that acts as your central hub. Inside this list, each task will represent a single destination you might share publicly.

Recommended task fields for your list:

  • Task name: Short, action-focused label (e.g., “Download Free Guide”)
  • Description: What the visitor will get on that page
  • Custom field: URL for the final destination
  • Custom field: Category (Content, Offer, Social, Support, etc.)
  • Custom field: Priority (Primary, Secondary, Evergreen)

This structure makes it easy to filter and rearrange items so your main call to action always stays visible.

Use Views in ClickUp to Organize Links

Configure multiple views so you can manage links from different angles:

  • List view: For bulk editing, sorting, and filtering
  • Board view: Group by category or priority for quick visual changes
  • Calendar view: Optional, for time-sensitive promotions with start/end dates

These views mirror the kind of visual organization offered by specialized bio link tools, but with more flexibility and collaboration options.

Step 3: Design a Simple Link Hub Layout with ClickUp

Now translate your strategy into a layout that is easy to scan on mobile devices.

Create Sections for Your Calls to Action

Use grouping and sorting features to build a logical order:

  1. Show Primary links at the top
  2. Follow with Secondary links
  3. Close with Evergreen resources

When you update a priority field on a task, the item automatically moves into the right section. This gives you one-click control over what appears first in your link hub.

Write Clear, Compelling Link Titles

Each task representing a public link should have a title that clearly states the benefit, such as:

  • “Start Free Email Course”
  • “Grab the Content Calendar Template”
  • “Book a 15-Minute Strategy Call”

Use the description field in ClickUp to store supporting copy or notes so you can quickly reuse text across channels without rewriting it every time.

Step 4: Track Performance of Your Links in ClickUp

A major advantage of using a system built on project management principles is better tracking and historical context.

Add Metrics and Statuses for Each Link

Create custom fields to track how each destination performs:

  • Status: Draft, Live, Paused, Archived
  • UTM Code: For analytics platforms
  • Clicks: Manual or automated updates from your analytics reports
  • Goal: Lead generation, sales, awareness, or engagement

Update these fields weekly so you can see which offers and resources consistently attract the most attention.

Use ClickUp to Run Link Experiments

With statuses and metrics in place, you can run structured experiments:

  1. Clone an existing link task and adjust the title or destination.
  2. Assign a time period for the test.
  3. Record click metrics separately for each variation.
  4. Archive the lower-performing version once the test ends.

This approach mirrors A/B testing workflows used in advanced marketing stacks, but uses the familiar features you already rely on for project management.

Step 5: Collaborate on Your Link Hub with ClickUp

Teams, agencies, or creators working with clients can manage the entire approval process inside the same ClickUp structure.

Set Roles and Responsibilities

Assign specific responsibilities for each link-related task, such as:

  • Copywriter drafts the title and description
  • Designer prepares supporting graphics or thumbnails
  • Strategist sets priority, category, and goal
  • Manager or client approves the final version

Use comments, mentions, and attachments so every decision about the link hub is documented in context instead of spread across different tools.

Use Templates for Repeated Campaigns

If you frequently promote similar types of offers, create task templates that store:

  • Standard fields and categories
  • Recommended naming patterns
  • Checklist items for approvals and analytics tagging

Applying these templates keeps your link hub consistent over time and reduces setup work for each new campaign.

Step 6: Connect ClickUp with Your Live Link Page

Once your internal system is ready, you need a visible page visitors actually see when they click your main bio link.

Generate a Clean List of Live Links

Use filters to show only tasks with a status of Live. Sort by priority so your primary calls to action appear at the top, followed by secondary and evergreen items.

From there, you can:

  • Export or copy the data to build a custom landing page
  • Share relevant URLs with your website or landing page tool
  • Use the structured titles and descriptions as on-page copy

Your project structure becomes the single source of truth for every link your audience sees.

Keep Your Live Page and ClickUp in Sync

When you add, pause, or archive links in your ClickUp list, schedule a quick review to update your public page. This could be a daily or weekly recurring task assigned to a team member.

That way your audience always sees fresh, relevant offers even as you test new campaigns behind the scenes.

Optimize and Scale Your Link System

As your content and offers grow, regularly review performance and archive outdated items. Keep the visitor experience simple by limiting the number of active links and focusing on the offers that drive the best results.

If you want additional help building systems like this across your marketing stack, you can explore consulting resources at Consultevo for ideas on process design, templates, and optimization.

By carefully structuring tasks, fields, and views, you can transform your workspace into a flexible, data-driven link hub that offers more control than traditional bio link tools while staying fully aligned with your broader workflows.

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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