Organize Agencies in ClickUp
Managing multiple clients, services, and deliverables is easier when your agency work in ClickUp is structured with a clear, scalable hierarchy. This guide explains how to organize your Workspace, Spaces, Folders, and Lists so every team member knows exactly where to work and where to find information.
The examples in this article are based on an agency that provides paid ads, email marketing, and organic social media services across different platforms for a variety of clients. You can adapt the same structure to fit your own agency model.
Understand the ClickUp Hierarchy for Agencies
Before you build your structure, it helps to understand how the ClickUp Hierarchy fits an agency’s workflow. The hierarchy moves from broad to specific, allowing you to separate clients, services, and deliverables without losing visibility.
- Workspace: The top level, usually your agency as a whole.
- Spaces: Major divisions such as teams, service lines, or client groups.
- Folders: Collections of Lists for specific services, clients, or platforms.
- Lists: Detailed collections of tasks, often mapped to campaigns, channels, or work types.
- Tasks & Subtasks: The actual work items, assets, and action steps.
With this structure, you can separate daily execution from strategic planning while keeping reporting and handoffs simple.
Choose a Workspace Strategy in ClickUp
For most agencies, a single Workspace in ClickUp is enough. This keeps sharing, reporting, and automation easier to manage, especially if your team collaborates across multiple clients and services.
Use your main Workspace to contain:
- All client work and internal operations.
- Shared templates and documentation.
- Central dashboards and reporting views.
If you run several independent business units or need strict separation between teams, you can create additional Workspaces, but this is rarely required for standard agency management.
Set Up Spaces for Agency Management in ClickUp
Spaces in ClickUp represent large buckets of work. An agency can use them to separate teams, service categories, or internal operations from client-facing work.
Common examples for an agency include:
- A Space for each major service area (for example, Paid Media, Email, Organic Social).
- A Space for shared resources, such as templates and documentation.
- A Space dedicated to internal operations like HR, finance, and leadership.
Within each Space, you can create Folders and Lists that reflect how your agency teams actually deliver work.
Organize Paid Ads Services in ClickUp
For a paid advertising team, it helps to organize work around channels, assets, and campaign types. Below is one way to structure a Paid Ads Space in ClickUp.
Build channel-based Folders in ClickUp
Create a Folder for each main advertising channel so your specialists can focus on their own platform while still sharing a similar process:
- Google Ads
- Meta Ads
- LinkedIn Ads
This makes it easier to standardize workflows, set up recurring tasks, and build dashboards per channel.
Create service-specific Lists in ClickUp
Inside each channel Folder, add Lists that match the type of service or offering you provide. For example:
- Ongoing Optimization for regular campaign management.
- New Campaign Builds to track launches.
- Audits & Strategy for one-time or quarterly reviews.
Use tasks within these Lists to track deliverables such as creative requests, audience testing, reporting deadlines, and experiments.
Organize Email Marketing Work in ClickUp
Email marketing agencies often handle newsletters, automations, and platform-specific tasks. You can mirror this in ClickUp by using platform-based Folders and campaign-based Lists.
Use platform Folders in ClickUp
Create a Folder for each email service provider your agency supports. For example:
- Klaviyo
- HubSpot
- Mailchimp
This approach lets you tailor task fields, statuses, and templates to each platform while keeping a consistent structure across clients.
Create campaign Lists in ClickUp
Within each platform Folder, build Lists that reflect different email workstreams. Example Lists include:
- Automations & Flows (welcome series, abandoned cart, post-purchase).
- Broadcast Campaigns (promotions, newsletters, product launches).
- List Management & Cleanup (segmentation, hygiene, compliance).
On each List, tasks can represent individual flows, campaigns, split tests, or deliverables with subtasks for copy, design, approvals, and QA.
Manage Organic Social Media in ClickUp
Agencies handling organic social media can organize ClickUp around social platforms and content workflows. This allows creators, strategists, and account managers to collaborate in one place.
Set platform Folders for social in ClickUp
Create a Folder for each primary social platform you manage for clients. For instance:
- TikTok
This lets you tailor statuses, custom fields, and templates per channel without losing overall visibility.
Build content workflow Lists in ClickUp
Inside each platform Folder, create Lists that match your content pipeline. Examples include:
- Content Ideas & Strategy for brainstorming and planning.
- Content Production for assets moving through copy, design, and review.
- Scheduled & Published for posts ready to go live or already live.
Use tasks to represent each post or content piece. Subtasks can capture script writing, graphic design, video editing, approvals, and scheduling.
Connect Client Work Across ClickUp
Because your agency may work for the same client across paid ads, email, and organic social, you can connect everything using consistent naming, tags, and views in ClickUp.
- Use a client naming convention across all Spaces and Folders.
- Add custom fields for client, campaign, and platform.
- Create cross-Space Views and Dashboards for clients that span multiple services.
This allows account managers to see everything for a client without disrupting how channel specialists work day to day.
Use Templates and Views in ClickUp for Scale
Once you refine your agency hierarchy, turn it into reusable templates in ClickUp so you can quickly onboard new clients and launch new services.
- Create List and Folder templates per service type.
- Standardize task templates for campaigns, audits, and recurring work.
- Use saved Views for reporting, such as Client Overview, Active Campaigns, and Upcoming Deadlines.
This keeps your hierarchy consistent and makes training easier as your team grows.
Next Steps and More ClickUp Resources
To dive deeper into how this structure was designed, review the original documentation from ClickUp at this hierarchy guide. It includes examples and diagrams that you can adapt for your own agency.
If you want help designing a complete agency hierarchy, automation, and reporting system around ClickUp, you can also work with specialists at Consultevo, who focus on implementation and optimization.
With a well-planned hierarchy, your agency can manage multiple clients, channels, and services in ClickUp while keeping your team organized, accountable, and ready to scale.
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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