Create Agency Management Views in ClickUp

Using ClickUp for agency management lets you centralize campaigns, clients, and team workflows in one flexible workspace. By creating tailored views, your teams can easily track work, share progress, and manage operations at scale.

This guide shows you how to build and organize agency-focused views so every department has the context they need.

Plan Your Agency Hierarchy in ClickUp

Before building views, it helps to set up a clear structure in ClickUp. A consistent hierarchy makes your views easier to build, maintain, and share.

Suggested workspace structure in ClickUp

For a full-service agency, you can organize work like this:

• Workspace: Your overall agency account.
• Spaces: Use separate Spaces for functions such as Accounts, Operations, Marketing, or Creative.
• Folders: Organize Folders by client, retainer, or major program.
• Lists: Use Lists for campaigns, projects, creative requests, or sprints inside each client Folder.

Once your hierarchy is set, you can design views that surface the right information across multiple levels in ClickUp.

Use ClickUp Home Views for Agency Teams

Home views give your agency teams a personalized starting point. Each user can see their own tasks, approvals, and schedules in one place.

My Work view in ClickUp

Use the My Work view so team members can:

• See all their assigned tasks across Spaces and clients.
• Filter by due date or priority.
• Quickly reschedule work with drag-and-drop.

Encourage account managers and creatives to check this view daily to keep their commitments on track.

Calendar view in ClickUp Home

The Home Calendar helps you visualize:

• Upcoming deliverables and content deadlines.
• Meetings, reviews, and client calls.
• Individual capacity for the week or month.

Teams can use the Calendar to balance workloads and avoid overlapping campaigns.

Build Account Management Views in ClickUp

Account teams need a clear picture of each client relationship. Create dedicated views in your Accounts Space so they can monitor health, renewals, and key milestones.

Client portfolio List view in ClickUp

Create a List view that shows every client account with fields like:

• Account owner
• Contract value
• Renewal date
• Stage or status (prospect, active, at risk, churned)
• Industry or segment

Use filters and sorting in ClickUp to highlight at-risk clients or upcoming renewals.

Client roadmap Board view in ClickUp

A Board view works well to track the lifecycle of each client. Set up columns such as:

• Onboarding
• Active engagement
• Expansion opportunities
• Renewal prep

Move tasks or client epics across the Board to show progress and next steps for each account.

Create Campaign Management Views in ClickUp

Campaign management often spans strategy, content, design, and performance tracking. Views help unify this work for cross-functional teams.

Campaign pipeline Board view in ClickUp

Use a Board view to manage campaign stages. Sample columns include:

• Backlog or ideas
• Planned
• In production
• In review
• Launched
• Reporting

Attach briefs, assets, and links to each campaign task so stakeholders have full context inside ClickUp.

Timeline or Gantt view for campaigns

A Timeline or Gantt view helps you:

• Visualize overlapping campaigns.
• Track key launch dates and milestones.
• Manage dependencies between creative, development, and media.

Use dependencies in ClickUp to signal which tasks must finish before the next phase starts.

Campaign reporting List view in ClickUp

Create a reporting List with custom fields such as:

• Channel (email, social, paid, SEO, etc.)
• Budget and spend
• Primary KPI (leads, revenue, engagement)
• Performance status (on track, behind, exceeding)

Combine filters and grouping to quickly compare performance across campaigns and clients.

Set Up Creative and Production Views in ClickUp

Creative teams often juggle briefs, revisions, and approvals. Views tailored to production flows keep work moving smoothly.

Creative request intake view in ClickUp

Centralize requests with a Form connected to a List. Then build a List view that shows:

• Requester and client
• Request type (design, copy, video, etc.)
• Priority and due date
• Status (new, in progress, in review, approved)

Sort or group tasks to see which clients generate the most work and where bottlenecks occur.

Approval workflow Board view in ClickUp

Set up a Board view to track approval status. Common columns include:

• Needs internal review
• With client
• Changes requested
• Approved

Mentions and comments in ClickUp keep feedback organized on each task, along with versioned attachments.

Monitor Agency Operations with ClickUp Views

Operations and leadership teams need visibility into capacity, SLAs, and financial performance.

Workload view in ClickUp

A Workload view lets you:

• See assignments across all clients.
• Spot overbooked or underutilized team members.
• Plan hiring or contractor needs.

Adjust task estimates and allocations directly from the Workload view to rebalance effort.

Operations dashboard in ClickUp

Use Dashboards to combine data from multiple Spaces and Lists. Add widgets to track:

• Open tasks and overdue work by client.
• Billable vs. non-billable hours.
• Campaigns by stage or channel.

Share the dashboard with leaders to provide real-time insights into agency health.

Share and Standardize ClickUp Views Across the Agency

Once you have useful views, make them reusable for the rest of your agency.

Save and pin shared views in ClickUp

1. Open the Space, Folder, or List where your view lives.
2. Configure filters, grouping, and columns as needed.
3. Save the view and choose a clear name, such as “Client Portfolio” or “Campaign Pipeline”.
4. Share the view with relevant teams or make it public within the Workspace.
5. Pin key views so they appear at the top for quick access.

Standardize naming conventions so teams can quickly understand what each view is for.

Create templates for repeatable client work

You can turn well-designed structures and views into templates. This helps you onboard new clients faster and maintain consistency across campaigns.

Next Steps and Additional Resources

To see the original help content these instructions are based on, review the official article on the ClickUp Help Center: Create views for agency management.

If you need expert assistance designing a scalable agency workspace, view the consulting and optimization services from Consultevo.

By thoughtfully designing your hierarchy and saving shared views, your team can turn ClickUp into a centralized command center for every client, campaign, and department in your agency.

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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