How to Build High-Performing Agency Briefs in ClickUp

ClickUp makes it easier for agencies and in-house teams to turn scattered project ideas into clear, actionable briefs that keep every stakeholder aligned from day one. This step-by-step how-to guide walks you through building, customizing, and using agency brief templates so you can move faster without sacrificing clarity.

Why Use ClickUp for Agency Brief Templates?

Before you build your first brief, it helps to understand what problems you are solving. Agency work often slows down because of unclear goals, missing inputs, and endless revision loops.

Using purpose-built templates inside your work management platform gives you:

• Standardized information for every project
• Faster handoffs between clients, strategists, and creatives
• Traceable decisions and requirements in one place
• Less time rewriting the same questions for each new request

The source guide on agency brief templates at ClickUp’s blog highlights how strong briefs reduce confusion and improve delivery quality. You can recreate that same structure directly in your workspace.

Step 1: Plan Your ClickUp Agency Brief Structure

Start by defining the consistent sections you want to include in every brief, regardless of client or channel.

Typical sections include:

• Project overview and background
• Objectives and success metrics
• Target audience details
• Key messages and value propositions
• Deliverables and formats
• Timeline, milestones, and launch dates
• Budget and constraints
• Brand guidelines and references
• Stakeholders and approval process

Draft these sections in a document first so you can easily translate them into your ClickUp template later.

Step 2: Create a List for Your ClickUp Agency Requests

To keep all incoming work organized, set up a dedicated List where every new brief will live.

1. Create or open the Space that holds your client or marketing projects.
2. Add a new Folder for “Agency Briefs” or “Intake” if you want to group multiple Lists.
3. Create a List named something like “Creative Briefs” or “Campaign Briefs” to store every new request.

This List becomes the home for your main ClickUp brief template task so your team can quickly duplicate it whenever they start new work.

Step 3: Build a Reusable ClickUp Brief Template Task

Next, design a single, detailed task that acts as your master brief template.

Set Up the Task Layout in ClickUp

1. Create a new task in your Briefs List and name it “Master Agency Brief Template”.
2. Use the description area to outline core sections, such as background, goals, audience, and deliverables.
3. Add headings and bullet points in the description to prompt consistent answers.

For example, your description skeleton might include:

• Background: What problem are we solving?
• Objective: What outcome defines success?
• Audience: Who are we trying to reach?
• Key Message: What must they remember?
• Deliverables: List each asset and format.
• Timeline: Key dates and dependencies.

Add Custom Fields in ClickUp for Critical Data

Use Custom Fields to capture structured information that you will filter and report on later.

• Dropdowns for project type (campaign, brand, web, video, etc.)
• Date fields for kickoff, first draft, and launch
• Number fields for budget and estimated hours
• Text fields for client name or brand
• Dropdown or label for priority

Having these Custom Fields in your ClickUp template ensures every brief includes the minimum details your team needs to start work with confidence.

Turn the Task into a ClickUp Template

1. Open the “Master Agency Brief Template” task.
2. Click the task settings menu and select the option to save as a template.
3. Name it clearly (for example, “Standard Agency Brief”) so team members recognize it.
4. Choose which elements to include, such as description, Custom Fields, checklists, and attachments.

Once saved, this becomes the foundation for consistent, repeatable briefing in your workspace.

Step 4: Create Specialized ClickUp Brief Templates by Service

Agencies rarely use a single brief format for everything. You may need variations for brand, performance, web, or content projects.

Use your standard template as a starting point, then create tailored versions for each service line:

• Brand or creative concept briefs: Add fields for mood, tone, mandatory elements, and visual inspiration.
• Performance or ad campaign briefs: Include channels, target KPIs, tracking requirements, and audience segments.
• Content or SEO briefs: Add sections for topic, search intent, focus keywords, content length, and internal links.
• Web or product briefs: Include user journeys, feature requirements, technical constraints, and integrations.

Save each variation as its own ClickUp template so requesters can choose the most relevant format instead of overloading one generic form.

Step 5: Standardize the Intake Workflow in ClickUp

Now that your templates exist, build a simple intake process so every new request starts with the right brief.

Create a Simple Status Flow

Use statuses such as:

• Draft brief
• Ready for review
• Approved
• In progress
• Delivered

This keeps everyone aware of where each brief stands and when work can formally begin.

Use Forms in ClickUp for Client-Friendly Intake

Transform your template into a Form so non-technical users or clients can submit new briefs easily.

1. Create a Form view on your Briefs List.
2. Map form questions to task fields (title, description, and Custom Fields).
3. Use required fields for information you cannot start without, such as objective or deadline.
4. Add conditional questions if your plan allows, so different project types show different fields.

Every form submission automatically becomes a new task that follows your standard brief structure in ClickUp, reducing back-and-forth emails.

Step 6: Collaborate on Briefs Inside ClickUp

Once a draft brief exists, turn it into a collaborative workspace instead of a static document.

• Use comments: Tag teammates and clients to clarify sections or request missing details.
• Add attachments: Upload brand guidelines, past examples, logos, and reference documents directly to the brief task.
• Break work into subtasks: Create subtasks for research, copy, design, and QA, all linked back to the original brief.
• Use watchers: Add key stakeholders as watchers so they receive updates and approval requests.

Keeping discussion and assets tied to the same ClickUp task ensures the entire history of decisions stays visible for future projects.

Step 7: Measure and Improve Your ClickUp Briefs

After you have used your templates for a few projects, refine them based on real outcomes.

• Look for fields that are rarely filled out and remove or simplify them.
• Add new fields for information your team always ends up chasing later.
• Review delivery timelines and revision counts to see whether clearer briefs reduce changes.
• Ask your team which sections in the ClickUp brief actually drive better work.

Use this feedback loop to keep your templates focused on high-value information rather than exhaustive questionnaires.

Connect Your ClickUp Briefs with Strategy and Reporting

Agency briefs work best when they connect to planning and performance tracking. You can link your tasks to higher-level objectives, dashboards, or external analytics tools, ensuring each project rolls up into measurable outcomes.

If you want additional support defining your process, you can learn more about consulting and implementation services at Consultevo, which specializes in streamlining workflows using modern project platforms.

Next Steps: Put Your ClickUp Brief Templates into Action

You now have a clear framework to design structured agency briefs, save them as templates, and use them to manage intake and collaboration. By following these steps, you can mirror the best practices outlined in the original agency brief template guide on the ClickUp site while tailoring everything to your own clients and services.

Start with one standard template, build a few specialized versions for your core offerings, and continuously improve them as you see how they impact project speed, clarity, and results.

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