ClickUp Content Plan Guide

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How to Build a Content Plan in ClickUp

ClickUp makes it easier to turn scattered content ideas into a focused, repeatable content plan. This how-to guide walks you through setting up a complete content workflow based on the features and templates highlighted in the official ClickUp content plan templates guide.

By the end, you will know how to organize ideas, plan topics, assign owners, and track every blog, social post, or campaign in one place.

Step 1: Set Up Your Content Space in ClickUp

Start by creating a dedicated home for all of your content operations inside ClickUp. This keeps planning, creation, and publishing in a single, organized system.

  1. Create a new Space: Name it something like Content Marketing or Editorial.

  2. Add Folders for channels: Examples: Blog, Social Media, Email, Video, SEO.

  3. Create Lists for workflows: For example, a List called Content Calendar for each channel.

Structuring your Space this way mirrors the recommendations in the official content plan templates so every asset lives in a clear location.

Step 2: Use a ClickUp Content Plan Template

Instead of building everything from scratch, start with a ready-made content management template inside ClickUp. The templates are designed to handle ideation, production, approval, and publishing in one place.

You can explore the official template examples in the ClickUp content plan templates guide. Then follow these steps to apply the right one for your team.

  1. Open the Template Center in your Workspace.

  2. Search for terms like Content Calendar, Content Plan, or Marketing.

  3. Preview a template to see statuses, fields, and views.

  4. Click Use Template and choose the Space, Folder, or List where it should live.

Once imported, you can tailor the template to match your brand, publishing cadence, and approval process.

Step 3: Customize Statuses for Your ClickUp Workflow

Content work usually moves through repeatable stages. Custom statuses in ClickUp help you see exactly where each asset stands, from idea to published.

In the List settings, define statuses such as:

  • Backlog / Ideas

  • Planned

  • Writing

  • Editing

  • In Review

  • Ready to Publish

  • Published

These stages align with the sample workflows in the content plan templates and give your team a shared language for progress.

Step 4: Add Custom Fields in ClickUp for Key Details

Custom Fields let you capture all important content metadata directly on each task in ClickUp. This keeps planning details centralized and filterable.

Common Custom Fields used in the templates include:

  • Content Type: Blog, Social, Newsletter, Ad, Video.

  • Target Keyword: The primary SEO phrase for the piece.

  • Channel: Website, LinkedIn, Instagram, YouTube, etc.

  • Owner: Main writer or creator.

  • Publish Date: Scheduled go-live date.

  • Buyer Stage: Awareness, Consideration, Decision.

Configure these fields at the List or Folder level. After that, every new content task you create in ClickUp will include the same standardized information.

Step 5: Capture and Prioritize Ideas in ClickUp

Use one List or view as your central content idea backlog. This mirrors how ClickUp templates separate ideation from active production.

  1. Create a List called Ideas: Add it inside your main content Folder.

  2. Add tasks for each idea: Use one task per topic, campaign, or asset.

  3. Tag and score ideas: Add Custom Fields such as Priority, Impact, or Campaign.

  4. Hold planning sessions: During meetings, drag the best ideas from Ideas into the main Content Calendar List.

This process ensures that every new piece has a documented origin and makes it easy to revisit old ideas when you need quick topics.

Step 6: Build a ClickUp Content Calendar View

The calendar layout in ClickUp shows exactly when each blog post, email, or social campaign is scheduled to publish.

Use the template calendar views as a starting point, then refine them:

  1. Add a Calendar View to your main content List or Folder.

  2. Choose the Publish Date field as the start date for tasks.

  3. Color tasks by status or channel so you can see which posts are ready or still in progress.

  4. Drag and drop tasks on the calendar to adjust publish dates during planning meetings.

This visual plan keeps your team aligned on deadlines and prevents overlapping launches.

Step 7: Create ClickUp Views for Writers, Editors, and Managers

Different stakeholders need different levels of detail. Views in ClickUp let you slice the same data by role or purpose.

ClickUp List and Board Views for Production

For writers and editors, use List and Board views to focus on active work:

  • List View: Shows all tasks with key Custom Fields visible in columns.

  • Board View: Kanban-style layout grouped by status (Writing, Editing, Review, etc.).

Filter each view by assignee or by status so creators only see tasks that matter to them.

ClickUp Dashboard Views for Leadership

Managers can use Dashboards in ClickUp to track performance and workload at a glance:

  • Workload charts to see how many tasks each team member owns.

  • Status widgets to monitor how many pieces are in each stage.

  • Calendar widgets to review upcoming publish dates.

This reporting structure follows the best practices suggested in the content plan documentation and keeps stakeholders informed without manual updates.

Step 8: Standardize Tasks with ClickUp Templates

Task templates in ClickUp let you apply the same checklist, subtasks, and fields to every new content piece.

  1. Create a task called something like Article Template.

  2. Add subtasks for each stage: Outline, Draft, Edit, Design, SEO Review, Final Approval, Publish.

  3. Add a checklist for on-page SEO steps, links, and assets.

  4. Save the task as a template and reuse it for all new content.

Following this system gives every piece the same structure, mirroring the workflow suggested in the ClickUp content planning resources.

Step 9: Collaborate and Review Content in ClickUp

Use the collaboration tools in ClickUp to keep feedback flowing in one central place instead of spreading it across email threads.

  • Comments and @mentions: Tag writers, editors, and stakeholders with questions or updates.

  • Attachments: Upload drafts, design files, or brand assets directly to the task.

  • Proofing: For supported file types, add inline comments to specific sections.

  • Automations: Move tasks to the next status automatically when a checklist is completed or a Custom Field changes.

These features shorten review cycles and ensure that every comment is linked to the right content item.

Step 10: Optimize and Ship on Time with ClickUp

Once your content plan is built, use recurring processes and automations to keep publishing consistent.

  • Recurring tasks: Set up repeating tasks for regular content series or weekly newsletters.

  • Reminders: Add due dates and reminders for drafts, reviews, and launches.

  • Automation rules: For example, when a task status changes to Ready to Publish, notify the channel owner.

This turns your ClickUp workspace into a predictable production line instead of a collection of one-off projects.

Next Steps and Additional Resources

To refine your system further, review the official examples and templates shown on the ClickUp content plan templates page. You can adapt those layouts to your specific channels, team size, and approval complexity.

If you need help designing a custom content operations framework or integrating your plan with SEO tooling, analytics, and AI workflows, you can also consult specialist resources such as Consultevo for strategic implementation support.

With a well-designed content plan inside ClickUp, your team gains a single source of truth for every idea, draft, and campaign, making it easier to publish high-quality content on schedule.

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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