How to Build Marketing Collateral with ClickUp Templates

ClickUp makes it easier to build, organize, and manage marketing collateral so every campaign asset is on brand, on time, and aligned with your strategy.

This how-to guide walks you through setting up a marketing collateral system using features and ideas drawn from the ClickUp marketing collateral templates overview.

Step 1: Plan Your Marketing Collateral in ClickUp

Before using templates, get clear on which marketing materials you need and how they support your funnel.

Define your marketing collateral goals

List the main business goals behind your campaigns. Typical objectives include:

• Increase brand awareness with visual assets
• Generate leads with high-value content
• Convert and retain customers with product-focused materials

Then map your collateral to each stage of the buyer journey, such as awareness, consideration, and decision.

Identify essential collateral types

Use insights from the ClickUp marketing collateral templates library to decide which assets to prioritize. Common types include:

• Blog posts and articles
• Social media graphics and posts
• Email campaigns and nurture sequences
• Sales decks and one-pagers
• Case studies and whitepapers
• Landing pages and product sheets

Capture this inventory so you can structure your workspace around it.

Step 2: Set Up a ClickUp Space for Marketing Collateral

Next, create a dedicated structure to keep all collateral organized and easy to find.

Create a marketing Space in ClickUp

Set up one marketing Space to centralize your work. Inside this Space, add Folders to match major collateral categories, such as:

• Content Marketing
• Email & Automation
• Design & Creative
• Sales Enablement
• Product Marketing

This mirrors how many teams organize templates in the ClickUp platform for clarity and standardization.

Add Lists for campaigns and channels

Within each Folder, create Lists to break down collateral by campaign, channel, or product. For example:

• Content Marketing → SEO Blog Campaigns
• Email & Automation → Product Launch Sequences
• Design & Creative → Brand Asset Library

Each List will store the tasks and Docs that represent individual assets.

Step 3: Use ClickUp Templates for Marketing Assets

Templates save time and ensure every asset follows the same structure, voice, and approval flow.

Apply ClickUp task templates for collateral requests

Create or apply a task template for each type of collateral. A strong task template typically includes:

• Custom fields for audience, goal, funnel stage, and CTA
• Subtasks for drafting, design, review, and publishing
• Checklists for SEO, brand, and legal requirements
• Attachments for briefs, wireframes, or examples

Use this structure whenever someone requests a new piece of collateral, so nothing important is missed.

Use ClickUp Docs as reusable content templates

Turn your best-performing layouts into reusable Docs. For example, build Docs that act as frameworks for:

• Blog post outlines with sections for intro, body, and CTA
• Case study structure with problem, solution, and results
• Whitepaper and ebook frameworks with chapters and summaries
• Webinar and video scripts with talking points and timestamps

Save these as templates so the team always starts from a proven structure instead of a blank page.

Step 4: Organize ClickUp Workflows for Collateral Production

A clear workflow keeps content moving smoothly from idea to publication.

Set statuses and stages in ClickUp

Customize task statuses in each List to reflect the stages your marketing collateral goes through. Typical stages include:

• Backlog / Ideas
• Briefing
• In Draft
• In Design
• In Review
• Approved
• Scheduled / In Queue
• Published / Live

Align these statuses with how you want tasks to move through your pipeline, similar to how templates are structured in the ClickUp blog resources.

Assign owners and due dates

For every collateral task, assign:

• A primary owner (writer, designer, or marketer)
• Reviewers and approvers (manager or stakeholder)
• Start and due dates aligned with your campaign calendar

This ensures accountability and predictable turnaround times for each asset.

Step 5: Collaborate on Marketing Collateral in ClickUp

Use collaboration tools to keep discussions, feedback, and revisions in one workspace.

Use comments and proofing

Inside each task or Doc, use:

• Comments to clarify requirements or ask questions
• Assigned comments to delegate changes
• Proofing on design files to mark up visuals and request edits

This approach centralizes feedback so you do not have to chase email threads or scattered messages.

Standardize briefs and campaign information

Store campaign briefs in ClickUp Docs linked to each task. A good brief includes:

• Target audience, pain points, and intent
• Key message and positioning
• Brand voice and tone guidelines
• Distribution channels and deadlines

Attach or link these Docs to collateral tasks, so creators always have context at hand.

Step 6: Track Performance and Iterate in ClickUp

Once your collateral is live, measure results and refine your templates and workflows.

Monitor key metrics in ClickUp views

Create custom views to track performance-related fields for each asset, such as:

• Traffic or impressions
• Leads or sign-ups generated
• Conversion rate or revenue influence
• Publish date and distribution channels

Use Table or Dashboard views to review these metrics across campaigns and quickly spot high-performing collateral.

Refine your marketing collateral templates

Use the insights from your performance tracking to update your templates. For example, you might:

• Add new checklist items to improve SEO or clarity
• Revise brief templates to capture more relevant data
• Adjust workflow stages to remove bottlenecks
• Create new templates based on successful formats

Continuous improvements make your ClickUp setup more effective with every campaign.

Step 7: Scale Your Marketing System Beyond ClickUp

With a well-structured collateral workflow in place, you can connect it to broader marketing operations and strategy.

Align ClickUp with your wider marketing stack

Map how tasks in your workspace link to tools like email platforms, design tools, and analytics systems. Keep links to external tools inside tasks and Docs for fast access, and use consistent naming conventions across platforms.

Get strategic support when needed

If you need help optimizing your marketing operations or integrating your workspace into a larger go-to-market system, consider working with a specialist agency such as Consultevo. Strategic guidance can help you scale your processes, not just your content volume.

Next Steps: Put Your ClickUp Marketing System into Action

To recap, you have learned how to:

• Plan and structure marketing collateral around clear goals
• Organize a dedicated workspace for all assets
• Use templates for tasks and Docs to standardize work
• Build workflows that move collateral from idea to launch
• Collaborate efficiently on drafts, designs, and approvals
• Track performance and continuously improve templates

Use these steps to build a repeatable, scalable marketing collateral system supported by the features and templates described in the ClickUp marketing collateral resources, and keep every campaign consistent, efficient, and measurable.

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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