How to Create a Video Press Release in ClickUp

ClickUp gives marketing and communications teams a single workspace to plan, script, and deliver a polished video press release using AI Agents, tasks, and templates. This guide walks you step by step through building a repeatable workflow that keeps every asset, approval, and update in one organized place.

Why Use ClickUp for Video Press Releases

Managing a video press release typically involves scattered emails, documents, and chat threads. With a dedicated project, you can centralize every moving part.

Using the video press release workspace you can:

• Centralize planning, scripts, storyboards, and briefs
• Automate repetitive steps with AI Agents
• Standardize releases with reusable templates
• Track cross-team work from concept to final video
• Store links and files for easy reuse in future campaigns

Because each release follows the same framework, you reduce ramp-up time and keep execution consistent.

Step 1: Open the ClickUp AI Agents Template

Start in the template designed for video press releases so structure, custom fields, and starter tasks are ready to use.

1. Navigate to the video press release creation page: ClickUp AI Agents for video press releases.
2. Access the template workspace from the page.
3. Create a new space, folder, or project using this template as your base.

This gives you a prebuilt layout with lists, views, and example tasks that you can customize to your brand and workflow.

Step 2: Set Up Your ClickUp Project Structure

Once the template is active, adjust the structure so it matches the way your team works.

Recommended ClickUp Lists and Views

Within your project, use dedicated lists for each phase of the video press release process.

• Strategy & Brief – audience, objectives, angle, and distribution plan
• Script & Storyboard – draft scripts, visuals, and narrative flow
• Production – filming, editing, voiceover, graphics, and sound
• Review & Approval – stakeholder feedback and final sign-off
• Launch & Reporting – publication, promotion, and performance tracking

Combine this with views like List, Board, and Calendar so you can see tasks by status, owner, or deadline at a glance.

Define Custom Fields in ClickUp

Custom fields keep critical press release details visible on every task. Consider adding:

• Release date
• Announcement type (product launch, partnership, funding, event)
• Primary spokesperson
• Target outlets or platforms
• Status of legal or compliance review

With these fields ready, you can filter or group tasks based on the properties that matter most to your team.

Step 3: Capture the Creative Brief with ClickUp AI

Before writing any script, use AI features inside your workspace to structure a strong creative brief.

1. Create a new task titled “Video Press Release Brief” in the Strategy list.
2. Open the task description and launch the AI writing assistant.
3. Prompt the assistant with key information such as product name, main news headline, audience, tone, and distribution plan.
4. Ask the AI to generate a concise brief, including objectives, key messages, and call to action.

Refine the output, then pin the final brief in the task so everyone references the same source of truth.

Step 4: Draft the Video Script with ClickUp

With your brief ready, move to scripting using tasks and AI inside your workspace.

Generate a First Script Draft

1. Create a “Video Script” task in the Script & Storyboard list.
2. In the description, insert your finalized brief.
3. Use the AI assistant to generate a first draft structured into sections like hook, body, proof, and closing.
4. Request multiple variations if you need different tones (formal, conversational, product-led, or story-driven).

Save the best version as the main script and keep alternates as sub-tasks or comments for future reference.

Refine Script and Storyboard in ClickUp

Turn the script into a scene-by-scene plan by adding sub-tasks such as:

• Opening shot and hook
• Key announcement lines
• Supporting visuals and overlays
• B-roll and cutaway ideas
• End card and call to action

Assign each sub-task to relevant collaborators and track progress with statuses like Drafting, In Review, and Final.

Step 5: Coordinate Production in ClickUp

Use task assignments, dependencies, and checklists to manage every production activity from one central board.

Organize Production Tasks

Create tasks for each production element:

• Talent booking and scheduling
• Location scouting or virtual background setup
• Voiceover recording
• Video editing and motion graphics
• Music selection and licensing

Link production tasks to the script so editors and producers always work with the latest version.

Attach Files and Assets

Inside each task, attach:

• Script PDFs or docs
• Raw footage links
• Brand guidelines
• Logo files and graphic assets

This keeps your entire asset library discoverable directly where the work happens.

Step 6: Manage Review and Approval in ClickUp

For a video press release, fast and clear approvals are essential. Use comments, proofing, and automation to keep things moving.

1. Create a “Final Review” task that links to the near-final video.
2. Mention stakeholders in comments to request feedback with a specific deadline.
3. Track requested changes as checklists or sub-tasks.
4. Update statuses from In Review to Approved once stakeholders sign off.

Set up simple automations so when a task moves to Approved, assignees get notified and the project can advance to launch.

Step 7: Launch and Track Performance in ClickUp

After approval, document all distribution actions so you can analyze performance later.

Track Launch Channels and Dates

Create tasks for each channel where the video press release will appear, such as:

• Owned properties (website, blog, newsroom)
• Social platforms
• Email campaigns
• Paid distribution or sponsored content
• PR outreach to journalists and partners

Use custom fields for publish date, URL, and status so your team can quickly see where the video is live.

Measure Results in ClickUp

Log key metrics in tasks or a dedicated list, including:

• Views and watch time
• Engagement and click-throughs
• Media pickups and backlinks
• Leads or sign-ups generated

Summarize these results in a post-campaign report task so you can refine the next video press release cycle.

Optimize Your Workflow with ClickUp Integrations

Connect your workspace to the tools your video and PR teams already use to avoid context switching.

• Link cloud storage for footage and exports
• Sync calendars for shoots and launch dates
• Integrate communication tools so comments and updates stay aligned

Using integrations ensures your video press release stays coordinated from first idea to public launch.

Improve Processes with Professional Help

If you want hands-on support setting up a scalable press release system, you can work with specialists who focus on implementation, automation, and AI workflows. For example, Consultevo provides consulting and optimization services that complement your existing workspace and help you get more value out of each release.

Start Your Next Video Press Release in ClickUp

By using a dedicated project, AI-assisted briefs and scripts, structured production lists, and clear approval workflows, you can ship consistent, on-brand video press releases with less effort. Duplicate your workspace for each new announcement, refine your templates over time, and let automation handle the repetitive work so your team can focus on storytelling and strategy.

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

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