How to Build a Content Marketing Strategy with ClickUp

ClickUp gives marketing teams a complete workspace to plan, write, approve, and track every piece of content in one place. This how-to guide walks you through building a repeatable content marketing system using templates, views, and automation based on ClickUp’s proven content workflows.

Why Use ClickUp for Content Marketing?

A scattered content process slows teams down. Documents sit in email threads, tasks live in spreadsheets, and nobody sees the full picture. A dedicated workspace brings strategy, production, and performance together.

Using ClickUp as your content hub lets you:

• Centralize ideas, briefs, drafts, and approvals
• Standardize workflows with reusable templates
• Visualize calendars and pipelines in multiple views
• Measure performance with custom dashboards

The approach below is adapted from the templates explained in the original guide at ClickUp’s content marketing strategy templates.

Step 1: Set Up Your ClickUp Content Hierarchy

Before creating tasks, design a simple structure so everyone knows where content lives.

1. Create a Workspace or Space
   Set up a dedicated Space for marketing or content. This becomes the home for all campaigns, assets, and calendars.

2. Add Folders for Key Programs
   Examples:

   • Blog & SEO
   • Email Marketing
   • Social Media
   • Thought Leadership

3. Create Lists for Workflows
   Within each Folder, add Lists such as:

   • Content Ideas
   • In Production
   • Ready to Publish
   • Published & Live

This hierarchy mirrors how content moves from idea to live asset.

Step 2: Import a ClickUp Content Calendar Template

A calendar is the backbone of a predictable content strategy. Instead of building from scratch, start from a ready-made template.

Choose a ClickUp Content Calendar Template

In the template center, look for a content calendar or marketing calendar option inspired by ClickUp’s blog guide. These templates usually include:

• Pre-built custom fields (channel, funnel stage, content type)
• Statuses for each phase of creation
• Calendar and Board views
• Example tasks to model

Customize the Calendar for Your Team

After adding the template to your Space:

1. Rename Lists and statuses to match your language.

2. Add custom fields such as:

   • Target keyword
   • Owner or writer
   • Publish URL
   • Goal (traffic, leads, awareness)

3. Set default due dates or SLAs for each phase.

A tailored calendar helps you see what is planned, in progress, and ready to publish at a glance.

Step 3: Build a ClickUp Content Production Workflow

The best templates in ClickUp break work into small, repeatable steps so every article or campaign follows the same process.

Define Clear Statuses in ClickUp

Use statuses to map each phase of production. For example:

• Backlog
• Briefing
• Writing
• Editing
• Design
• Ready for Review
• Approved
• Scheduled
• Published

These statuses become the backbone of your Board and List views.

Create a ClickUp Task Template for Content Pieces

For each blog post, video, or guide, you will create a task from a template instead of starting from zero.

Include in your task template:

• A checklist for research, drafting, editing, and SEO
• Custom fields for audience, goal, funnel stage, and priority
• Subtasks for copy, design assets, and development needs
• Attached content brief or outline

Once built, save this as a task template in ClickUp so it can be reused for every future content item.

Step 4: Turn Strategy into Tasks in ClickUp

Now connect your high-level marketing strategy to individual tasks.

1. Capture Ideas
   Add every topic idea into a dedicated Ideas List. Use custom fields to tag channel, persona, and estimated effort.

2. Prioritize and Approve
   Use a Board view to drag ideas into a “Planned” or “Approved” column once you decide to move forward.

3. Create Tasks from Templates
   For each approved idea, create a new task from your ClickUp content template. Fill in:

   • Working title
   • Target keyword
   • Due dates for each phase
   • Assignees for writing, editing, and design

4. Attach Supporting Docs
   Attach briefs, competitor research, or reference files directly to the task so the team works from one source of truth.

Step 5: Collaborate and Review Content in ClickUp

Efficient collaboration reduces back-and-forth and keeps feedback organized.

Use ClickUp Comments and Proofing

Within each content task:

• Tag stakeholders in comments for questions and decisions
• Use threaded replies to keep discussions clear
• Upload drafts and visuals for review

If you are managing visual assets or long-form documents, use proofing features to add comments directly on files and track unresolved feedback.

Standardize Approvals in ClickUp

Build a simple approval flow so everyone knows when content is final.

1. Set a custom field for approval status (Pending, Changes Requested, Approved).

2. Create automations (where available) to:

   • Change status when a task is approved
   • Notify publishing owners when a piece is ready

3. Use a dedicated List or view to show only items awaiting approval.

Step 6: Visualize Your Content Pipeline in ClickUp Views

Different stakeholders need different views of the same content plan. Views make this easy.

Essential ClickUp Views for Marketers

• Calendar View – See upcoming publish dates across channels.
• Board View – Manage work by status for agile-style workflows.
• List View – Review details, deadlines, and custom fields in a table format.
• Timeline or Gantt View – Plan campaigns and launches with dependencies.

Filter and group tasks by content type, owner, or channel so team members focus only on what matters to them.

Step 7: Measure Performance with ClickUp Dashboards

Once content is live, connect performance back to your planning workspace.

1. Track Key Metrics
   Add custom fields to record metrics such as traffic, leads generated, or conversions once a piece is live.

2. Build a Dashboard
   Use charts and widgets to visualize:

   • Content volume by month or quarter
   • Breakdown by channel or content type
   • Status of current production work

3. Identify Winners
   Filter for high-performing pieces so you can repurpose or expand them in future campaigns.

Advanced Tips to Optimize Your ClickUp Content System

After your basic workflow is live, refine it over time.

• Use recurring tasks for regular series like newsletters or weekly posts.
• Automate handoffs between writing, editing, and design using status changes.
• Create saved filters to see only SEO content, product launches, or campaigns.
• Group your Lists by quarter or theme to align with your marketing roadmap.

Next Steps

Set up your first content calendar, create a task template, and run one campaign end-to-end in ClickUp. Then iterate based on what your team needs most.

If you want additional help optimizing your workspace or broader marketing systems, you can explore specialized consulting at Consultevo.

Use these steps as a starting point, adapt the templates from ClickUp’s own examples, and you will have a clear, scalable content marketing engine your entire team can rely on.

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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