ClickUp Content Workflow Guide

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How to Run Content Marketing in ClickUp

ClickUp can power your entire content marketing workflow from strategy to publishing, giving you one place to plan, write, review, and track performance.

This how-to guide walks you step-by-step through setting up a content workspace, building repeatable processes, and using views, dashboards, and automation to keep your team aligned.

Step 1: Set Up Your ClickUp Workspace for Content

Before you create individual tasks, design a simple structure in ClickUp so your entire content marketing system stays organized.

Create a Space for Content in ClickUp

  1. Create a new Space and name it something like Content Marketing or Editorial.

  2. Add a Space color and icon so it stands out in your ClickUp sidebar.

  3. Set Space-level permissions so only the right people can edit workflows and views.

Build Folders and Lists in ClickUp

Use Folders and Lists to mirror your content programs and channels.

  • Create Folders for major initiatives, such as:

    • Blog

    • SEO Content

    • Video

    • Email & Lifecycle

    • Social Media

  • Inside each Folder, create Lists for specific workflows, for example:

    • Blog Backlog

    • In Production

    • Published Content

This ClickUp structure keeps all content types together while giving each team a clear home for their work.

Step 2: Create a Content Pipeline in ClickUp

Next, define a standard pipeline so every piece of content follows the same stages from idea to publication.

Set Custom Statuses in ClickUp

  1. Open your main production List.

  2. Edit statuses to match your content lifecycle, such as:

    • Ideas

    • Research

    • Outline

    • Drafting

    • Editing

    • Design

    • Ready to Publish

    • Published

    • Refresh Needed

  3. Assign colors to make each status easy to scan in ClickUp Board and List views.

Add Custom Fields in ClickUp

Use Custom Fields to store key content information and keep everything searchable.

  • Add fields like:

    • Content Type (blog, video, email, landing page)

    • Primary Keyword

    • Target Persona

    • Funnel Stage

    • Channel (organic, paid, social, partner)

    • Publish URL

    • Due Date vs. Publish Date

  • Make important Custom Fields required so every task in ClickUp has the same core data.

Step 3: Capture and Prioritize Content Ideas in ClickUp

Centralize every content idea and request inside ClickUp so you never lose a potential topic.

Use an Idea Intake List in ClickUp

  1. Create a List called Content Ideas or Backlog.

  2. Give contributors a simple task template with fields for:

    • Proposed title

    • Brief description

    • Goal or KPI

    • Audience or persona

    • Source (customer call, sales request, SEO opportunity, etc.)

  3. Share this List or a ClickUp Form so stakeholders can submit ideas without disrupting your process.

Score and Prioritize Ideas in ClickUp

Help your team focus on the highest-impact content with structured scoring.

  • Add Custom Fields for:

    • Impact score

    • Effort score

    • Priority (High, Medium, Low)

  • Create a filtered view to show only High-priority ideas ready for planning.

  • Convert selected ideas into production tasks directly in ClickUp by moving them to your main production List.

Step 4: Plan Your Editorial Calendar in ClickUp

Turn your pipeline into a visual calendar so everyone can see what is publishing and when.

Build a ClickUp Calendar View

  1. Open your content production List or Folder.

  2. Add a Calendar view.

  3. Choose whether the Calendar should use your Publish Date or Due Date field.

  4. Group by assignee or status to see workload and stage distribution at a glance.

Use ClickUp Board and List Views Together

Different views help different team members stay on track.

  • Board view gives your editors a kanban pipeline from Ideas to Published.

  • List view lets you see details like keywords, personas, and channels in a compact table.

  • Calendar view helps coordinators visualize the publishing schedule and avoid overlaps.

Switching between these ClickUp views uses the same tasks, so your data always stays synchronized.

Step 5: Standardize Production With ClickUp Templates

Templates in ClickUp help you run a consistent, repeatable content workflow for every asset.

Create Task Templates in ClickUp

  1. Open a well-structured content task you already use.

  2. Add:

    • A clear description with sections for brief, outline, draft, and final copy

    • Checklists for research, SEO, design, and QA

    • Subtasks for writer, editor, designer, and publisher steps

  3. Save the task as a Template in ClickUp.

  4. Use this template for every new blog post or campaign asset so nothing gets missed.

Automate Recurring Content in ClickUp

For recurring pieces like newsletters or weekly blogs, make them automatic.

  • Create recurring tasks for regular series.

  • Use Automations to:

    • Change status when a subtask is completed

    • Assign reviewers when content hits the Editing stage

    • Notify stakeholders when tasks move to Ready to Publish

These ClickUp automations reduce manual follow-up and keep your pipeline moving.

Step 6: Collaborate on Content in ClickUp

Use built-in collaboration features so feedback and approvals happen in one place.

Comments, Proofing, and Docs in ClickUp

  • Draft outlines or full articles in ClickUp Docs and link them to your content tasks.

  • Use task comments for threaded feedback and decisions.

  • Mention teammates with @ to request edits or approvals.

  • Attach design files and use proofing comments for precise visual feedback.

Use ClickUp AI for Content Work

ClickUp AI can accelerate parts of your content process.

  • Generate outlines based on your brief and target audience.

  • Summarize long research notes into key insights.

  • Produce first-draft copy that your writers can refine.

  • Create variations for social posts promoting new content.

Always have a human editor review AI-generated content to maintain your brand voice and accuracy.

Step 7: Track Content Performance With ClickUp Dashboards

Once your content goes live, you need a clear, centralized way to track results.

Build Reporting Dashboards in ClickUp

  1. Create a new Dashboard dedicated to content marketing.

  2. Add widgets for:

    • Content volume by type

    • Status breakdown (in progress vs. published)

    • Tasks by assignee or team

    • Average cycle time from idea to publish

  3. Connect key metrics by linking to your analytics tools or storing snapshots in Custom Fields.

Dashboards in ClickUp help leadership see the impact of your content without digging into individual tasks.

Step 8: Optimize and Refresh Content in ClickUp

Use your workspace to manage ongoing optimization and refresh work.

Create a Content Refresh System in ClickUp

  • Tag tasks that need updates based on performance or product changes.

  • Add a Refresh Due Date field to schedule future reviews.

  • Create a filtered view that shows only content due for optimization.

This ensures your highest value pieces stay accurate, relevant, and aligned with your current messaging.

Additional Resources for Scaling ClickUp Content Workflows

As your team grows, you may want expert help designing advanced automations, cross-team workflows, and analytics integrations around ClickUp.

  • For consulting and implementation support, visit Consultevo to explore optimization services.

  • To dive deeper into content marketing tooling strategies, review the original guide on the ClickUp blog here: ClickUp content marketing tools article.

By combining a clear content structure, standardized templates, strong collaboration practices, and smart automation, you can run a high-performing content marketing engine entirely inside ClickUp.

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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