How to Storyboard in ClickUp Step by Step

ClickUp makes it simple to turn rough ideas into clear, visual storyboards you can share with your team. This guide walks you through how to storyboard using features inspired by the storyboard templates and examples highlighted in the ClickUp storyboard templates article.

Why Use ClickUp for Storyboarding

Before you build a storyboard, it helps to understand why a work management platform is a strong choice for creative planning.

Using ClickUp for storyboarding lets you:

• Capture scenes, shots, and notes in structured tasks
• Switch between visual, tabular, and document-style views
• Assign owners, due dates, and priorities to each scene
• Attach scripts, reference images, and feedback in one place

This approach supports video projects, UX flows, marketing campaigns, and any process that benefits from a visual narrative.

Prepare Your Workspace in ClickUp

Start by setting up the area where all storyboard work will live.

Create a Storyboard Space in ClickUp

1. Create a dedicated Space for your project (for example, “Video Production” or “Product Design”).

2. Inside that Space, add a Folder named “Storyboards.” This keeps different storyboard Lists organized.

3. Create a List for each project, such as “Product Launch Video Storyboard” or “Onboarding UX Storyboard.”

Organizing your Space this way gives every storyboard its own List and keeps assets easy to find.

Set Up Custom Fields for Storyboard Details

Custom Fields in ClickUp let you track details that matter for each scene or frame.

Common fields for storyboarding include:

• Scene Number (number field)
• Shot Type (dropdown: Wide, Medium, Close-up, etc.)
• Location (text or dropdown)
• Duration (number with seconds)
• Status (dropdown: Draft, Reviewed, Approved, Filmed)

Attach these Custom Fields to your storyboard List in ClickUp so every task (scene) shares the same structure.

Build a Storyboard Using ClickUp Tasks

Each storyboard panel becomes a task, with all related information stored inside that task.

Step 1: Add Tasks for Each Scene

1. Create a new task for every scene or shot.

2. Name each task clearly, such as “Scene 01: Hero enters office.”

3. Use the Scene Number Custom Field so tasks stay in narrative order.

This mirrors the traditional storyboard panel system but adds structure and accountability.

Step 2: Document Visuals and Audio

Within each task in ClickUp, use the description area to capture creative direction.

Include sections such as:

• Visual: What appears in the frame
• Dialogue: Scripted lines for on-screen talent or voice-over
• Audio: Music cues, sound effects, or ambience
• Camera: Movement, framing, or transitions

You can also add subtasks for specific production notes like props, wardrobe, or camera setup.

Step 3: Attach Reference Files and Images

Visual references are essential in a storyboard workflow.

In each task, you can:

• Attach concept art, mood boards, or sample clips
• Upload sketches of frames or wireframes
• Link to external design files or script documents

Having references right in ClickUp gives writers, designers, and producers a single source of truth.

Visualize Your Storyboard with ClickUp Views

Different views help you understand your story from multiple angles, just like printed storyboard sheets but far more flexible.

Use Board View in ClickUp for Scene Flow

Board View lets you drag and drop tasks like cards on a Kanban board.

You can configure columns by:

• Scene Status (Draft, Review, Approved)
• Production Phase (Pre-Production, Shooting, Post)
• Sequence (Act I, Act II, Act III)

Moving cards across columns gives you a live, visual representation of progress.

Use List View in ClickUp for Timelines

List View is ideal when you need precision and detail.

In List View, you can:

• Sort by Scene Number to keep the narrative in order
• Show or hide Custom Fields like duration and shot type
• Bulk update fields such as status or assignee

This view acts like a structured storyboard spreadsheet with full task functionality.

Leverage Docs in ClickUp for Scripts and Outlines

Docs provide a space for narrative flow before you build detailed scenes.

Use Docs to:

• Draft your script or video outline
• Map chapters, acts, or user journeys
• Link directly from script sections to related storyboard tasks

Having Docs and tasks side by side in ClickUp keeps story, structure, and execution aligned.

Collaborate on Storyboards in ClickUp

Storyboards evolve quickly, so collaboration tools are essential.

Use Comments and Assigned Comments

Comments in ClickUp keep feedback attached to the exact scene or shot.

You can:

• Ask clarifying questions on a specific frame
• Mention team members with @ to get input
• Turn comments into Assigned Comments so follow-up work is clearly owned

This reduces back-and-forth across email or chat and ensures decisions stay with the storyboard.

Track Approvals and Status

Approval workflows help you know when every scene is ready.

Within each task, you can:

• Use statuses to track readiness (Draft to Approved)
• Add a Custom Field for “Storyboard Approved” with yes/no
• Record decisions and rationale in the comments

This makes it easy to see, at a glance, how close your storyboard is to production-ready.

Adapt ClickUp Storyboards for Different Use Cases

The same storyboard process works beyond traditional filmmaking.

Video Production Storyboards in ClickUp

For marketing or training videos, you can:

• Create tasks for each scene or shot
• Attach voice-over scripts and B-roll notes
• Plan CTA placements and lower-thirds as separate subtasks

This ensures every visual moment supports your campaign goals.

UX and Product Storyboards in ClickUp

For UX flows or feature rollouts, storyboards can represent screens and user actions.

Typical elements include:

• Tasks for each user step or screen
• Wireframe attachments and prototypes
• Notes on edge cases and error states

Using this structure in ClickUp clarifies the user journey before development begins.

Marketing Campaign Storyboards in ClickUp

Marketing teams can storyboard campaign sequences across channels.

Ideas include:

• Tasks for each touchpoint: email, ad, landing page
• Copy drafts and creative briefs attached per task
• Custom Fields for audience segment and channel

This helps teams see how each message connects inside the larger story.

Optimize Your Workflow Beyond ClickUp

Once your storyboard process is stable, you can continue improving your workflows with strategy and automation insights.

For advanced guidance on project structure, workflow optimization, and AI-assisted documentation, you can explore resources from consulting partners such as Consultevo alongside what you build in ClickUp.

Next Steps for Your ClickUp Storyboards

You now have a clear, repeatable method to storyboard in ClickUp.

To recap, you can:

• Set up Spaces, Folders, and Lists for each storyboard
• Use tasks as storyboard panels with Custom Fields
• Add Docs, attachments, and comments for full context
• Switch between Board, List, and other views to manage progress

Use the structure modeled on the official storyboard templates and examples shown in the original ClickUp storyboard templates guide to keep every project aligned from first idea to final frame.