How to Use ClickUp for Content Marketing

ClickUp brings ideas, content, and workflows into a single workspace so your marketing team can plan, create, and ship campaigns without scattered tools or confusing handoffs.

This how-to guide walks you step-by-step through building a complete content marketing process in ClickUp, based strictly on the features and workflows highlighted in the official ClickUp content marketing overview.

Step 1: Set Up a ClickUp Workspace for Content

Start by organizing your content operations at the Space, Folder, and List levels so everyone knows where work lives.

1. Create a Marketing Space
   Use one Space for all marketing work. Inside this Space, you can group campaigns, channels, and teams.

2. Add Folders for Content Types
   Examples of Folders:

   • Blog & SEO
   • Social Media
   • Email & Lifecycle
   • Web & Landing Pages
   • Video & Multimedia

3. Create Lists for Editorial Calendars
   Inside each Folder, build Lists such as:

   • Blog Editorial Calendar
   • Newsletter Calendar
   • Paid Campaign Content

This structure makes it easy to filter and report on work across your entire ClickUp content workspace.

Step 2: Capture Ideas and Briefs in ClickUp Docs

Use ClickUp Docs as the central hub for ideas, briefs, and content outlines so information lives next to the work.

1. Create a Content Ideas Doc
   Maintain one ongoing Doc for campaign and topic brainstorming. Organize sections by channel, funnel stage, or audience.

2. Build Reusable Brief Templates
   In ClickUp Docs, create standard content brief layouts with sections like:

   • Goal and KPI
   • Target audience and persona
   • Search intent and key topics
   • Outline and messaging
   • Design and asset needs

3. Link Docs to Tasks
   Convert headings into tasks or attach Docs directly to ClickUp tasks so writers, designers, and stakeholders always work from a single source of truth.

Step 3: Build a ClickUp Content Pipeline

Turn your Lists into clear, repeatable production pipelines so every asset follows the same path from idea to published.

1. Define Statuses
   In each content List, configure custom statuses, for example:

   • Backlog
   • Brief in Review
   • Writing
   • Editing
   • Design
   • Stakeholder Review
   • Approved
   • Scheduled
   • Published

2. Use Custom Fields
   Add fields in ClickUp to track key content details:

   • Content type (blog, email, social, video)
   • Campaign name
   • Target publish date
   • Primary channel
   • Owner and collaborators

3. Create Task Templates
   Standardize work by building task templates with:

   • Pre-filled checklists (SEO checks, QA, legal review)
   • Default sub-tasks (brief, draft, revisions, final upload)
   • Assigned teams or roles

Once your pipeline is defined, every new content task in ClickUp automatically follows the same structure.

Step 4: Plan Campaigns with ClickUp Views

ClickUp offers multiple views so each teammate can see content work in the way that suits them best.

Use the Calendar View in ClickUp

The Calendar view helps you map and balance publishing across channels.

• Drag and drop tasks to adjust publish dates
• Filter by content type, campaign, or owner
• Quickly spot content gaps or overbooked days

Use the Board View in ClickUp

The Board view shows content tasks moving through pipeline stages.

• Group cards by status or assignee
• See exactly where work is stuck
• Reassign or reprioritize with simple drag-and-drop

Use the List and Table Views in ClickUp

For detailed planning and reporting, List and Table views provide structured, spreadsheet-style views.

• Sort by priority, publish date, or campaign
• Show or hide custom fields for quick analysis
• Bulk-edit tasks to update timelines or owners

Step 5: Collaborate with ClickUp Comments and Proofing

Collaboration features in ClickUp keep feedback in one place so you avoid long email threads or scattered chat messages.

1. Use Task Comments
   Discuss decisions directly on each content task. Mention teammates with @ to request updates or approvals.

2. Attach Drafts and Assets
   Store drafts, final files, and visuals in the task itself. This keeps content, feedback, and history together.

3. Use Proofing for Visual Content
   When working with images, PDFs, or video stills, use proofing tools in ClickUp to leave precise, time-stamped or location-specific comments.

Step 6: Automate Routine Work in ClickUp

Automation reduces repetitive work and keeps your pipeline moving without manual follow-up.

1. Trigger Status Changes
   Create rules such as:

   • When a draft is uploaded, move status from Writing to Editing
   • When a task is marked complete, set status to Published

2. Automate Assignments
   Automatically assign tasks to editors, designers, or reviewers when a status changes to their stage.

3. Send Notifications
   Set alerts so stakeholders are notified when content reaches Review or Approved stages in ClickUp.

Step 7: Track Performance and Report in ClickUp

Once your content is live, use dashboards and reporting features to measure impact and improve your strategy.

1. Build Dashboards
   Create marketing dashboards that show:

   • Content volume by channel and type
   • Workload by owner or team
   • Cycle time from idea to publish

2. Use Custom Fields for Metrics
   Store performance snapshots (traffic, leads, conversions) inside tasks and summarize them in views and dashboards.

3. Review Bottlenecks
   Use reporting to identify stages where tasks spend the most time and refine your ClickUp workflow accordingly.

Step 8: Use Templates and Expert Help with ClickUp

Leverage ready-made templates and implementation support to accelerate your setup.

• Start from ClickUp marketing and content templates modeled on proven workflows
• Adapt statuses, fields, and automations to match your current processes
• Document your playbooks in Docs so onboarding new teammates is fast and consistent

If you want expert support designing scalable content systems, consider a specialist consultancy like Consultevo to help you roll out best-practice structures on top of ClickUp.

Next Steps: Launch Your Content System in ClickUp

By setting up a clear workspace structure, standardized pipelines, collaborative Docs, and automated workflows, you turn ClickUp into a complete operating system for content marketing.

Use the steps in this guide together with the detailed feature breakdown from the official ClickUp content marketing software page to refine your setup, then keep iterating based on performance and team feedback.

Once configured, ClickUp gives your team one place to plan, produce, approve, and measure every piece of content you ship.

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

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