How to Create a Creative Brief in ClickUp

ClickUp gives marketing and creative teams a flexible workspace to turn vague ideas into clear, actionable creative briefs that keep every project on track.

This how-to guide walks you through using ClickUp templates, custom fields, and views so you can build consistent, easy-to-follow briefs for every campaign.

Why Build Creative Briefs in ClickUp

Before setting up your workflow, it helps to understand why ClickUp is such a strong home for creative brief management.

Centralized information: Strategy, deliverables, and assets live in one place.
Standardized templates: Reuse proven creative brief formats instead of starting from scratch.
Real-time collaboration: Stakeholders can comment, tag teammates, and clarify requirements directly on the brief.
Flexible views: Visualize creative work in List, Board, Calendar, or other views.

The source page at ClickUp creative brief templates showcases several ready-made templates and examples that inspire the process described below.

Step 1: Set Up a Space for Creative Work in ClickUp

Begin by creating a dedicated Space so your creative briefs, tasks, and campaigns stay organized.

Open your workspace and click + New Space.
Name the Space something clear, such as Marketing & Creative or Agency Projects.
Choose the features you need, like Docs, custom fields, and Automations in ClickUp.
Set permissions so the right teams can access and edit creative briefs.

Keeping creative briefs in a dedicated Space makes it easier to apply the same structure across multiple campaigns.

Step 2: Create a Creative Brief Folder and Lists in ClickUp

Next, create a Folder inside your Space to store all creative briefs and related work.

Inside your Space, click + New Folder.
Name it something like Creative Briefs or Campaign Briefs in ClickUp.
Within that Folder, create Lists for different purposes, such as:
- Active Campaign Briefs
- Completed Briefs
- Internal Initiatives

This structure keeps new, in-progress, and archived briefs neatly separated while still accessible for reference.

Step 3: Add a Creative Brief Template in ClickUp

The source article presents multiple creative brief templates you can recreate and customize in ClickUp. You can either build your own from scratch or adapt an existing ClickUp template.

Build a Task-Based Creative Brief Template in ClickUp

Open your Creative Briefs List.
Create a new task and name it Creative Brief Template.
Use the task description to add structured sections, for example:
- Project overview
- Objectives and KPIs
- Target audience
- Key message and value proposition
- Deliverables and formats
- Timeline and milestones
- Budget and constraints
- Brand guidelines and tone
- Stakeholders and approvals
Format each section with clear headings, bullet points, and short prompts so teams know what to fill in.

Save the Brief as a Reusable Template in ClickUp

Open the Creative Brief Template task.
Click the task menu and choose Save as Template.
Give the ClickUp template a recognizable name like Standard Creative Brief.
Add a description to explain when and how to use it (e.g., for campaigns, product launches, or rebrands).
Share the template with the entire workspace or specific teams, depending on your needs.

Now your team can spin up a consistent, thoroughly structured creative brief in ClickUp with just a few clicks.

Step 4: Use Custom Fields to Capture Key Brief Data in ClickUp

The blog’s templates highlight repeating information that should be tracked for every project. Custom fields in ClickUp are perfect for this.

Open your Creative Briefs List and click + Add Custom Field.
Create fields for important brief elements, such as:
- Campaign Type (dropdown: social, video, email, web, print, etc.)
- Priority (low, medium, high, urgent)
- Budget (currency field)
- Primary Due Date (date field)
- Owner (assignee or text field)
- Channel (dropdown to match your marketing mix)
Apply these custom fields to the whole List so every new brief you create in ClickUp uses the same structure.

Consistent, well-designed custom fields make it easy to filter, sort, and report on all creative briefs in ClickUp.

Step 5: Turn a Request into a Creative Brief in ClickUp

With your template and custom fields ready, you can create a new creative brief for any request in ClickUp.

In your Creative Briefs List, click + New Task.
Select your Standard Creative Brief template.
Give the task a clear name, like Q4 Social Launch: New Feature.
Fill in your custom fields: campaign type, owner, due date, and priority.
Complete each section in the description using the prompts from your ClickUp template, drawing on information similar to the examples from the source blog.

By the time you finish, ClickUp will contain a complete snapshot of the campaign’s objectives, audience, messaging, and logistics.

Step 6: Collaborate on Your Brief with ClickUp Comments and Docs

Once drafted, your creative brief needs feedback and alignment from stakeholders. ClickUp provides several collaboration tools for this.

Use Comments to Clarify and Assign Action Items

Tag teammates with @mention directly inside the task to request input.
Add comments beside specific sections to ask questions or highlight missing details.
Turn comments into action items by assigning them and adding due dates in ClickUp.

Attach Assets and Use Docs in ClickUp

Attach existing brand guidelines, mood boards, or reference files to the brief task.
Create a ClickUp Doc linked to the task if you want a long-form narrative version of the brief.
Use collaborative editing and comments in Docs to refine the brief with your team.

This approach keeps every detail of the creative brief review loop inside ClickUp, instead of spread across email and chat threads.

Step 7: Plan and Track Execution from Your ClickUp Brief

A strong advantage of hosting your creative brief in ClickUp is the direct connection to execution.

From the brief task, create subtasks for key deliverables, such as ad variations, landing pages, or video cuts.
Assign each subtask to the right creative, strategist, or manager.
Set due dates, dependencies, and priorities, all linked back to the original brief.
Switch to Board, Calendar, or Gantt views in ClickUp to visualize timelines and workloads.

Because everything rolls up to the original brief, anyone can open the ClickUp task and understand both the strategy and the current status.

Step 8: Standardize and Improve Your ClickUp Briefs Over Time

The more you use creative briefs in ClickUp, the more patterns you will notice about what information your team really needs.

Review completed campaigns and note which sections of the brief were most valuable.
Update your ClickUp template to add missing questions or remove unused fields.
Create specialized templates for different project types, such as video-first campaigns or product launches.

As you iterate, your ClickUp creative brief system will become a reusable playbook that shortens kickoff time and reduces revisions.

Next Steps: Expand Your ClickUp Workflow

Once your creative brief process is stable, you can connect it to broader project workflows, automation, and analytics.

Use forms to collect creative requests that automatically generate brief tasks in ClickUp.
Automate status changes and notifications when briefs are approved or moved to production.
Integrate with other tools in your stack for file storage, communication, or analytics.

If you want expert help designing a scalable workflow that uses ClickUp for briefs, projects, and reporting, you can work with a specialist consultancy such as Consultevo.

By combining a clear brief structure, reusable templates, and flexible views, ClickUp becomes a single source of truth for your entire creative process—from the first request through final delivery.

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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