Custom statuses in ClickUp for marketing teams

Marketing teams can use ClickUp custom statuses to track every stage of work, from early brainstorming to final approval and launch. By setting clear, repeatable workflows, your team always knows what to do next and who is responsible.

This how-to guide explains how marketing teams can structure custom statuses, which status examples to use, and how to keep every campaign organized using the same process.

Why marketing teams need custom statuses in ClickUp

Marketing work usually follows similar patterns, but small details vary between campaigns, channels, and assets. Custom statuses let you:

• Match your workspace to real-world marketing workflows.
• Clarify ownership and handoffs between team members.
• Standardize approval steps across all projects.
• Quickly see where tasks are stuck or waiting on someone.

Instead of relying on generic labels like To do or Done, you can create specific steps that reflect how your marketing team really works in ClickUp.

Plan your ClickUp status workflows before building

Before you create or edit custom statuses, map your current process from idea to completion. This helps you avoid adding too many steps or missing key approvals.

1. List the main types of marketing work you manage, such as campaigns, content, social media, email, or design.
2. Write out the steps each type of work goes through, from intake to delivery.
3. Group similar steps together and remove duplicates.
4. Decide which steps are required on every project and which are optional.

Once you understand your marketing workflow, you can configure ClickUp to mirror that process with clear, reusable custom statuses.

Use ClickUp custom statuses by work type

Different marketing functions benefit from different status sets. Below are suggested workflows you can configure as custom statuses in your spaces or folders.

Campaign management in ClickUp

Campaigns often involve many assets, channels, and deadlines. A consistent status flow helps you stay aligned across the team.

Example campaign statuses you can set up:

• Backlog: New campaign ideas or requests that have not been reviewed.
• Planned: Approved concepts that are scheduled but not yet in progress.
• In progress: Campaign strategy or production work is underway.
• In review: Waiting for marketing leads or stakeholders to review.
• Approved: All decision-makers agree the campaign is ready.
• Scheduled: Campaign is placed on the calendar or in your tools.
• Launched: Campaign is live and running.
• Completed: All work is done and results are recorded.

Use these statuses on campaign tasks and subtasks to track strategy, production, and reporting in one view inside ClickUp.

Content production in ClickUp

Content teams juggle briefs, drafts, edits, and approvals across multiple writers and reviewers. Custom statuses keep every piece of content moving smoothly.

Example content production statuses:

• Idea: New topics captured but not yet prioritized.
• Brief needed: Content has been selected, but a detailed brief is not created.
• Brief in progress: The brief is being written or updated.
• Writing: A writer is actively working on the draft.
• Internal review: The content team is reviewing the draft.
• Stakeholder review: Waiting for feedback from subject matter experts or managers.
• Revisions: Writer is applying feedback and updates.
• Final approval: Last check before publishing.
• Ready to publish: All edits complete and content is queued.
• Published: Content is live on its intended channel.

These custom statuses in ClickUp help everyone see which content needs writing, review, or publishing at a glance.

Social media workflows in ClickUp

Social media posts move through ideation, creation, approvals, and scheduling. Custom statuses align your marketing and social teams on each post.

Suggested social media statuses:

• Idea: New post concepts captured from the team.
• Drafting: Copy and creative are being developed.
• Ready for review: Content is ready for a marketing review.
• Needs edits: Feedback received, waiting for updates.
• Approved for scheduling: Final sign-off given.
• Scheduled: Post scheduled in your social management tool.
• Published: Post has gone live on social channels.

Set up separate lists or folders in ClickUp for each social channel and apply the same status set for consistent reporting.

Design and creative in ClickUp

Design tasks often require back-and-forth collaboration. Custom statuses clarify which designer owns the work and what stage each asset is in.

Example design statuses:

• Request received: New design request is logged.
• Requirements needed: Missing details like sizes, formats, or brand guidelines.
• Scoping: Designers review effort and ask clarifying questions.
• Design in progress: Active design work is underway.
• Internal design review: Design team checks quality and consistency.
• Client or stakeholder review: Waiting for feedback from requesters.
• Revisions in progress: Designer incorporates requested changes.
• Final files ready: Assets exported and ready for use.
• Delivered: Files handed off to the requester or uploaded to the correct system.

With these design statuses in ClickUp, requesters always know what to expect and when they will receive final assets.

Build approval workflows with ClickUp custom statuses

Marketing work often involves multiple approval layers. Clearly labeled statuses help avoid confusion between internal checks and final sign-off.

Consider adding statuses like:

• Waiting on marketing: Internal marketing review needed.
• Waiting on legal: Compliance or legal team review required.
• Waiting on leadership: Executive or director sign-off pending.
• Approved with changes: Approved if specified adjustments are made.
• Rejected: Work will not proceed as submitted.

Use these statuses in ClickUp on tasks that must meet strict brand or legal requirements, such as ads, landing pages, or regulated content.

Best practices for naming ClickUp custom statuses

Clear names make custom statuses easy for your whole team to understand and follow.

• Use action-focused language: For example, “In review” and “Waiting on feedback” instead of vague labels.
• Avoid duplicates: Do not create two statuses that mean the same thing.
• Keep it simple: Only include steps that impact ownership or timing.
• Standardize across spaces: Use similar names in each ClickUp space so people can move between projects easily.

Review your status list regularly and remove options that no longer fit your current process.

How to roll out your ClickUp custom status strategy

Once you have designed your workflows and status names, introduce them to the team in a structured way.

1. Choose one or two marketing areas, such as content or campaigns, to pilot the new statuses.
2. Update lists and templates with your standard status sets.
3. Share short guidelines explaining when to move a task to each status.
4. Collect feedback during the first few weeks and adjust labels or steps as needed.
5. Roll out the updated ClickUp statuses to other marketing teams or regions.

Using the same status flows across campaigns, channels, and markets improves reporting, transparency, and onboarding for new teammates.

Additional resources

For the original reference used to create this how-to guide, see the official documentation on custom statuses for marketing teams in this ClickUp help article.

If you need expert help designing scalable, SEO-friendly workflows and documentation, you can learn more at Consultevo.

By aligning your marketing workflows with well-structured custom statuses in ClickUp, your team gains full visibility into every initiative, from first idea to final launch.

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