How to Manage Creative Projects in ClickUp

ClickUp gives creative teams a flexible workspace to plan, track, and deliver everything from quick design requests to complex campaigns. This how-to guide walks you through setting up a clear, visual system so your studio, agency, or in-house team can manage every creative task in one place.

Why Use ClickUp for Creative Project Management

Creative work rarely moves in a straight line. There are shifting briefs, multiple stakeholders, and version after version of assets. A generic task tool cannot keep up, but a tailored workspace can.

Using a dedicated platform helps you:

• Centralize requests, briefs, files, and feedback
• See who is working on what and when it is due
• Standardize approvals and reduce rework
• Report on workload, status, and bottlenecks

The following sections show step-by-step how to build that system using features described in the original creative project management overview.

Step 1: Structure Your Space in ClickUp

First, design a simple hierarchy so every project and asset has a clear home.

Create a Space for Creative Operations

Set up a dedicated Space to host all creative work. This makes it easy to apply consistent settings, templates, and automations.

1. Create a new Space and name it something like Creative or Studio.
2. Set default views you will use often, such as List, Board, and Calendar.
3. Configure permissions so requesters can submit work without editing internal workflows.

Build Folders for Major Work Streams

Inside the Space, group work by function or channel.

• Campaigns and launches
• Brand and design
• Content and copy
• Video and multimedia

Each Folder will contain Lists for projects, sprints, or asset groups so your team can navigate work quickly.

Set Up Lists for Projects and Requests

Lists are where your tasks live. Use them to separate types of work such as:

• Incoming creative requests
• Active campaigns
• Production sprints or weekly workloads

This structure gives your team one organized hub while keeping projects easy to scan.

Step 2: Design a Visual Workflow in ClickUp

A clear workflow keeps creative tasks moving from brief to delivery without confusion. You can map this with custom statuses.

Define Custom Statuses for Creative Work

Use statuses that reflect real creative stages rather than generic labels.

• New request
• Brief in review
• In concept
• In design or in copy
• Internal review
• Client or stakeholder review
• Changes requested
• Approved
• Delivered

Apply these statuses to your main creative Lists so everyone reads progress at a glance.

Use Board View to Track Progress

Switch to Board view to see tasks arranged by status. Drag and drop work across columns as it advances.

Tips for using Board view:

• Group by status so you can see workload distribution.
• Filter by assignee to review each designer or writer’s tasks.
• Save custom filters for different teams or project types.

Step 3: Capture Requests in ClickUp Forms

Unstructured requests in chat or email cause rework. Instead, standardize intake with task-based forms.

Build a Creative Request Form

Create a Form view on your Requests List so every new item is a complete brief.

1. Add fields like project name, due date, audience, channels, and required deliverables.
2. Include fields for copy, references, and brand guidelines links.
3. Make critical fields required so no task arrives incomplete.

Share the Form link with marketing partners, product managers, or account teams. Each submission becomes a task with the details already mapped to custom fields.

Route Requests Automatically

Use simple automation rules to assign new requests and set initial statuses based on form inputs. For example:

• Auto-assign design-heavy tasks to the design lead.
• Set urgent deadlines to a priority field.
• Apply tags for campaign or product line.

This reduces manual triage and gets work into the right hands faster.

Step 4: Use ClickUp Views to Plan and Schedule Work

Once requests are flowing in, use multiple views to balance workloads and timelines.

Plan Schedules with Calendar View

Calendar view shows deadlines across the team in one visual timeline.

• Drag tasks to adjust due dates quickly.
• Filter by List or assignee to review specific workloads.
• Color-code by status or priority to spot risks.

This helps you see when creative resources are stretched and when you have capacity for new projects.

Manage Workload with List and Workload Views

List view gives a structured grid of tasks with fields like status, assignee, and due date. Workload views, when used, help distribute hours or story points.

Use these to:

• Sort by due date to identify upcoming deadlines.
• Group by assignee to understand individual capacity.
• Bulk-update priorities after team planning meetings.

Step 5: Collaborate on Assets Inside ClickUp

Keep feedback and versions close to the work instead of scattered in email threads.

Attach Files and Manage Versions

Attach design files, copy documents, and video drafts directly to tasks. When you upload new versions, keep prior versions accessible so your team can compare changes.

Use comments to note what changed between versions, and mention teammates for quick context.

Use Comments and Proofing for Feedback

Centralized feedback prevents conflicting directions.

• Use task comments for high-level direction and decisions.
• Create threaded discussions around specific questions.
• Mention stakeholders when their approval is needed.

When proofing tools are available, reviewers can leave precise markup on visual assets, reducing confusion and revision cycles.

Step 6: Standardize with ClickUp Templates

To speed up future projects, turn your best setups into reusable templates.

Create Task Templates for Common Deliverables

For recurring work such as blog posts, ad sets, or social campaigns, create templates that include:

• Subtasks for each step of production
• Checklists for quality and brand checks
• Default custom field values like channel or asset type
• Standard assignees or watchers where appropriate

Save these templates so new tasks start with proven structures.

Build Project Templates for Larger Campaigns

For big initiatives, build a List or Folder template with:

• Milestone tasks
• Predefined views (Board, Calendar, and List)
• Custom statuses tuned to that campaign type

Next time you run a similar campaign, apply the template and adjust dates and owners instead of rebuilding from scratch.

Step 7: Track Performance and Improve Processes

Healthy creative operations rely on visibility. Use reporting features to understand velocity and bottlenecks.

Monitor Status and Cycle Time

Review how long tasks stay in each status to find delays. For example, if many items sit in review for days, you may need clearer expectations with stakeholders or more frequent review sessions.

Report on Workload and Output

Use dashboards or summary views to answer questions like:

• How many requests arrived this week?
• How many assets were delivered?
• Which channels consume the most creative time?

These insights support better planning and resourcing decisions for future quarters.

Next Steps: Refine Your ClickUp Creative Workspace

You now have a structured approach to manage creative projects using a single workspace. As you iterate, involve your team in refining workflows, statuses, and templates so the system stays aligned with how you really work.

If you need expert help implementing or optimizing this setup, you can explore professional services from agencies like Consultevo, which specialize in workflow and tool configuration.

With a thoughtful setup, you can turn scattered creative requests into a predictable, transparent, and scalable process that supports your team and stakeholders from brief to 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.

Get Help

“`