Use ClickUp Custom Fields for Marketing Teams

ClickUp gives marketing teams flexible Custom Fields so you can track campaigns, content, and performance in a single, organized workspace.

This how-to guide walks you through the main Custom Fields marketing teams rely on, how to add them to your views, and how to build reusable templates for repeatable workflows.

Why marketers should use ClickUp Custom Fields

Custom Fields in ClickUp let you layer structured data on top of your tasks, so every campaign and asset is easy to filter, sort, and report on.

With Custom Fields you can:

• Standardize how marketing work is described and tracked.
• Surface key details without opening each task.
• Filter and group tasks by channel, owner, or status.
• Create templates for repeatable campaigns and launches.

Everything below is based on the official ClickUp documentation for marketing teams, which you can read in full at this help article.

Core ClickUp Custom Fields for marketing

Marketing teams typically rely on a focused set of Custom Fields in ClickUp to capture campaign details, responsibilities, and schedules.

Campaign and asset details

Add these Custom Fields to your Space, Folder, or List that stores marketing initiatives, campaigns, or content tasks.

• Campaign (Text or Dropdown): Name or type of the campaign, for example Product Launch, Evergreen, or Brand Awareness.
• Channel (Dropdown): Common channels such as Email, Social, Paid Search, Display, Web, or Events.
• Audience (Dropdown or Text): Target segment, such as SMB, Enterprise, or specific personas.
• Asset Type (Dropdown): Blog, Landing Page, Ad Creative, Webinar, Case Study, Newsletter, and more.

Ownership and collaboration

These Custom Fields help clarify who is responsible at each step of your marketing workflow in ClickUp.

• Owner (User): Primary person accountable for the task.
• Reviewer (User): Stakeholder or manager who signs off before launch.
• Designer (User): Design lead for visuals or layout.
• Copywriter (User): Person responsible for copy and messaging.

Timeline and scheduling fields

Use scheduling-related Custom Fields alongside native start and due dates in ClickUp for better planning.

• Publish Date (Date): Planned date for content or campaign to go live.
• Review Date (Date): Internal deadline for stakeholder review.
• Launch Window (Text or Date Range if available): Notes on timeframes such as Q3, Holiday, or Back-to-School.

Status and performance details

Add performance-focused Custom Fields in ClickUp to capture the outcomes of each marketing task.

• Stage (Dropdown): Draft, In Review, Approved, Scheduled, Live, Completed.
• Priority (Dropdown): High, Medium, or Low to align with team expectations.
• Goal or KPI (Text, Number, or Dropdown): CTR, leads generated, sign-ups, or revenue targets.
• Result (Number or Text): Final performance metrics or qualitative outcomes.

How to create Custom Fields in ClickUp

You can create Custom Fields from a List, Board, or other task view inside ClickUp and reuse them across relevant locations.

Step-by-step: add a Custom Field

1. Open the Space, Folder, or List where your marketing work lives.
2. Choose a task view, such as List view or Board view.
3. In the column header area, click the option to + Add column or + Add Custom Field.
4. Select a field type, like Text, Dropdown, Date, Number, or User.
5. Name the Custom Field based on your marketing need, such as Channel or Publish Date.
6. Configure options, such as dropdown choices, colors, or default values.
7. Save the Custom Field so it appears on tasks in that view.

Once created, the same Custom Field can usually be applied in multiple ClickUp views for consistent tracking.

Use ClickUp Custom Fields in key marketing views

Different views in ClickUp highlight your Custom Fields in unique ways so your marketing team can work the way they prefer.

Content calendar using ClickUp Custom Fields

Build a content calendar where each task represents an asset, and Custom Fields expose key marketing data at a glance.

1. Create a List or Folder for your content pipeline.
2. Add tasks for each blog post, email, or social campaign.
3. Apply Custom Fields like Channel, Asset Type, Publish Date, and Owner.
4. Switch to Calendar view so tasks appear on the days you plan to publish.
5. Group or color tasks using Custom Fields, such as by Channel or Stage.

This setup makes it easy to see which channels are active and whether work is on track for each marketing week.

Campaign tracking using ClickUp Custom Fields

For cross-channel campaigns, use Custom Fields in ClickUp to track components, deadlines, and responsibilities.

1. Create a parent task or List for the main campaign.
2. Add sub-tasks or child tasks for each deliverable, such as landing page, ads, and nurture emails.
3. Use Custom Fields like Campaign, Audience, Launch Window, and Goal.
4. Include User fields for Owner, Designer, and Reviewer.
5. Filter and group tasks by Campaign or Stage to monitor progress.

This makes campaign reporting simpler, since you can quickly see which work is still in draft, in review, or launched.

Requests and intake workflows in ClickUp

Marketing request queues benefit from structured Custom Fields in ClickUp so intake forms capture everything needed up front.

1. Create a dedicated List for marketing requests.
2. Add Custom Fields like Request Type, Priority, Audience, and Due Date.
3. Use a Form view connected to this List and map form questions to these Custom Fields.
4. Share the Form with stakeholders so they can submit requests.
5. Automatically route incoming tasks based on Custom Field values using automations.

This ensures new work arrives with complete context, reducing back-and-forth clarifications.

Standardize templates with ClickUp Custom Fields

Marketing teams can save time by turning optimized workflows and Custom Fields into reusable templates in ClickUp.

Create a campaign template

1. Choose a campaign that reflects your ideal process.
2. Add or refine Custom Fields, including Channel, Audience, Stage, Publish Date, and Goal.
3. Build sub-tasks for each step, such as Brief, Draft, Design, Review, and Launch.
4. Save the task or List as a template so future campaigns start with the same structure.
5. When launching a new campaign, apply the template and update only the relevant Custom Fields.

This approach brings consistency to campaign execution and makes it easier to compare performance across initiatives.

Create a content template

1. Open the List used for ongoing content production.
2. Design a single task with all required Custom Fields, including Asset Type, Channel, Publish Date, Owner, Reviewer, and KPI.
3. Add checklist items for drafting, editing, SEO review, design, and scheduling.
4. Save this task as a template in ClickUp.
5. For each new content piece, apply the template and adjust Custom Field values.

As your content process matures, you can update the template and associated Custom Fields to match new standards.

Tips to manage ClickUp Custom Fields at scale

As your workspace grows, plan how you will govern Custom Fields in ClickUp so they remain clear and usable.

• Use consistent naming: Keep field names short and descriptive, such as Channel or Campaign Stage.
• Limit duplicates: Reuse existing Custom Fields where possible instead of creating near-identical variations.
• Review dropdown options: Periodically clean up old or unused choices to keep lists manageable.
• Align with reporting: Choose Custom Fields that match how you want to filter and report on marketing work.

Learn more about optimizing ClickUp

Custom Fields are one part of building a scalable marketing system in ClickUp. You can combine them with views, automations, and templates to create a full operating framework for your team.

For specialized help designing your workspace, you can explore consulting resources such as Consultevo, which focuses on process, tooling, and documentation best practices.

To dive deeper into marketing-specific examples, reference the original ClickUp marketing Custom Fields help page and adapt the patterns there to your own campaigns, content calendars, and intake workflows.

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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