×

Earned Media Tracking in ClickUp

/ ClickUp / By

Earned Media Tracking in ClickUp

ClickUp helps PR and communications teams turn scattered earned media coverage into a structured, searchable system. This guide walks you through setting up an earned media tracker so every mention, article, or broadcast hit is organized, measured, and easy to report on.

The steps below are based on the Earned Media Tracking solution powered by ClickUp AI Agents and can be adapted to fit your existing workspace.

1. Understand the Earned Media Tracking Solution in ClickUp

Before building your workflow, it is important to understand how the ClickUp Earned Media Tracking solution is structured. The solution typically combines:

  • A ready-made list or space for PR coverage
  • Custom fields for outlets, dates, regions, and links
  • Views for campaign performance and reporting
  • Automation with AI Agents for collecting and summarizing coverage

This foundation lets you create a single source of truth for everything your brand earns across media channels.

2. Create Your Earned Media Tracking Space in ClickUp

Start by creating a dedicated place in ClickUp for your PR activity.

Step-by-step: Build the workspace

  1. Create a new Space and name it something like PR & Earned Media.

  2. Inside that Space, add a Folder for Earned Media Tracking.

  3. Create a List called Coverage Log to store all earned mentions as tasks.

  4. Apply your preferred ClickUp task statuses such as New, In Review, Approved, and Reported.

Using dedicated Spaces, Folders, and Lists makes it easier for your team to filter, search, and standardize coverage.

3. Set Up Core Fields for Coverage in ClickUp

To make your reporting powerful, configure custom fields in ClickUp that capture the most important details about each piece of coverage.

Recommended custom fields

  • Outlet / Publication (Text)
  • Type of Coverage (Dropdown: article, podcast, TV, social, etc.)
  • Date Published (Date)
  • Region / Market (Dropdown or Label)
  • Author / Host (Text)
  • Coverage URL (URL)
  • Campaign / Initiative (Dropdown or Relationship)
  • Sentiment (Dropdown: positive, neutral, negative)
  • Reach / Impressions (Number)

Configure these fields at the List or Folder level so every new task in ClickUp uses the same structure. This makes sorting and filtering your earned coverage much easier.

4. Capture New Coverage as Tasks in ClickUp

Each earned media mention becomes a task in ClickUp. This keeps every detail in one place and allows your team to collaborate on follow-up.

How to log a new mention

  1. Create a new task in the Coverage Log list.

  2. Use the name of the article or segment as the task title.

  3. Paste the coverage link into the Coverage URL field.

  4. Fill out the custom fields for outlet, date, region, and campaign.

  5. Add a short summary of the mention in the task description.

  6. Attach screenshots or media files as needed for your records.

With this approach, ClickUp becomes your central log for media performance instead of scattered spreadsheets or inbox threads.

5. Use ClickUp Views to Analyze Earned Media

Views in ClickUp let you slice your earned media data in different ways for fast insight and cleaner reporting.

Useful ClickUp views for PR teams

  • Table View for a spreadsheet-like grid of outlets, dates, sentiment, and reach.
  • List View grouped by status to track where each mention sits in your review process.
  • Board View organized by campaign, region, or type of coverage.
  • Calendar View showing when coverage went live across the year.

Configure filters to look at a single campaign, a date range, or specific markets. Save these views in ClickUp so your team can reuse them for regular reporting.

6. Automate Tracking with ClickUp AI Agents

The Earned Media Tracking solution uses ClickUp AI Agents to reduce manual work and help teams keep coverage up to date.

Ways ClickUp AI Agents can support PR workflows

  • Summarize coverage: AI Agents can read linked articles and generate short summaries for your tasks.
  • Classify sentiment: Automate tagging as positive, neutral, or negative coverage.
  • Suggest tags and campaigns: Recommend campaigns or themes for each mention.
  • Help prepare reports: Draft narrative summaries using data from your ClickUp list.

To learn more about how these AI-powered workflows are configured, review the official solution overview at the Earned Media Tracking page.

7. Collaborate on Coverage Inside ClickUp

Centralizing your earned media in ClickUp also improves collaboration between PR, marketing, and leadership teams.

Best practices for team collaboration

  • Assign owners for each coverage task to track follow-up actions.
  • Use comments to discuss next steps like social amplification or sales enablement.
  • Mention teammates when approvals or responses are needed.
  • Create subtasks for related actions such as drafting a blog recap, updating the newsroom, or notifying stakeholders.

This keeps conversations attached to specific pieces of coverage and replaces long email threads with a shared, visible workflow in ClickUp.

8. Build Reporting Dashboards in ClickUp

Once your earned media data is consistent, you can create dashboards in ClickUp to surface performance metrics for stakeholders.

Key widgets to add

  • Coverage count by campaign using a tasks widget filtered by custom fields.
  • Sentiment breakdown with charts showing positive, neutral, and negative mentions.
  • Coverage by region summarized in a pie or bar chart.
  • Top outlets based on number of mentions or potential reach.

Dashboards allow leadership to see real-time earned media performance without needing to export data from ClickUp every time.

9. Connect ClickUp with Your Broader Marketing Stack

Your PR workflow does not exist in isolation. Pairing ClickUp with other tools helps you build a complete view of brand performance.

For strategic consulting on integrating task management, analytics, and SEO efforts, consider resources like Consultevo, which focuses on building data-driven marketing systems.

By aligning your earned media tracking in ClickUp with campaigns across channels, you can better understand how coverage supports traffic, leads, and revenue.

10. Maintain and Evolve Your ClickUp Earned Media Tracker

An effective tracker is not static. Review and refine your structure in ClickUp as your team changes and your PR strategy grows.

Ongoing optimization tips

  • Audit custom fields every quarter and remove any that are unused.
  • Standardize naming for campaigns, outlets, and tags.
  • Update views and dashboards to match new KPIs.
  • Expand AI Agent usage as new automation options become available.

With consistent maintenance, your earned media tracker in ClickUp will remain accurate, fast to use, and ready for reporting at any moment.

By following these steps, PR teams can transform scattered mentions into a structured, automated system in ClickUp that supports smarter decisions, better collaboration, and clearer results.

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

“`

Verified by MonsterInsights