How to Vlog with ClickUp

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How to Vlog with ClickUp

Creating consistent, engaging vlogs is much easier when you organize every step in ClickUp, from brainstorming topics to hitting publish on your latest video.

This guide walks you through a complete vlogging workflow inspired by the process outlined in the original tutorial on how to vlog, and shows how to translate that system into a structured, repeatable ClickUp workflow.

Why Manage Vlogs in ClickUp

Vlogging is more than turning on a camera. You juggle ideas, scripts, locations, gear, editing, thumbnails, SEO, and promotion. Without a clear structure, deadlines slip and quality drops.

Using ClickUp as your vlogging command center helps you:

  • Capture every idea before you forget it
  • Standardize your filming and editing process
  • Collaborate easily with editors, designers, or co-hosts
  • Track deadlines, status, and performance for every video
  • Reuse proven workflows instead of starting from scratch

Step 1: Set Up a ClickUp Space for Vlogs

Begin by creating a dedicated content or YouTube Space in ClickUp. This keeps your vlogging tasks separate from other projects while still connected to your wider content strategy.

  1. Create a Space
    Set up a Space named something like “YouTube & Vlogs”. This will hold lists for ideas, production, and promotion.

  2. Add key folders or lists
    Within the Space, create lists such as:

    • Vlog Ideas & Research
    • Pre-Production
    • Production & Filming
    • Editing & Post-Production
    • Publishing & Promotion

  3. Define custom statuses
    Use detailed statuses so you can see exactly where each vlog stands, such as:

    • Idea
    • Researching
    • Scripting
    • Ready to Film
    • Filming
    • Editing
    • Awaiting Review
    • Scheduled
    • Published

Step 2: Plan Your Vlog Strategy in ClickUp

Before recording, clarify who you are speaking to, what problems you solve, and where your vlogs fit in your content plan. ClickUp tasks and Docs make this strategy easy to document and update.

Define Your Audience Inside ClickUp

Create a ClickUp Doc titled “Vlog Strategy” and outline:

  • Who your ideal viewer is
  • The topics they care about
  • The tone and style you will use
  • Your posting frequency and content themes

Attach this Doc to your vlogging Space so every new video idea can be checked against your strategy.

Collect and Prioritize Vlog Ideas with ClickUp

Use a dedicated list or board view to organize ideas. Each task represents one potential vlog.

For each idea task, include:

  • Title: a working video title or topic
  • Description: brief summary of the angle or hook
  • Custom fields: audience level, search intent, or funnel stage
  • Tags: categories such as tutorial, behind-the-scenes, review, or Q&A

You can also log keyword research and competitor examples as comments, links, or attached Docs so you have everything in one place when you move to scripting.

Step 3: Use ClickUp to Outline and Script Your Vlog

A strong script keeps your vlog engaging and efficient to edit. ClickUp gives you flexible tools to outline, draft, and finalize scripts without losing track of revisions.

Create a Reusable Script Template in ClickUp

Turn your ideal script structure into a task template or Doc template so you never start from a blank page. Include sections like:

  • Hook / Opening
  • Intro and credibility
  • Key points or steps
  • Examples or stories
  • Call to action
  • Outro and next-video teaser

When you create a new vlog task, apply the template so your entire structure appears instantly, ready for customization.

Draft and Review Scripts Collaboratively

Within each script Doc or task description, you can:

  • Break down each talking point into bullet points instead of a rigid word-for-word script
  • Tag collaborators in comments to request feedback or add jokes, visuals, and B-roll ideas
  • Attach reference material, product links, or research notes

Use task comments and tracked changes in the Doc to finalize your script quickly, then move the task status to “Ready to Film”.

Step 4: Organize Filming Logistics with ClickUp

Next, plan everything required on filming day. ClickUp helps you keep track of locations, gear, and people so nothing is forgotten.

Build a Filming Checklist in ClickUp

Create a standard filming checklist as a task template with subtasks such as:

  • Charge camera batteries
  • Clear memory cards
  • Check microphone and audio levels
  • Set up lights and test exposure
  • Check framing and background
  • Prepare props and product samples
  • Print or open script outline

Apply this template to each vlog production task. As you complete each item, mark subtasks done so you have a repeatable routine that minimizes mistakes.

Schedule Filming Sessions in ClickUp

Assign due dates and time estimates for filming tasks. Use the Calendar or Timeline view to batch similar vlogs on the same day or location.

If you work with a crew, assign roles like host, camera operator, or behind-the-scenes recorder. Mention them in comments to confirm call times and any special requirements for the shoot.

Step 5: Manage Editing and Post-Production in ClickUp

After filming, the raw footage must be turned into a polished vlog. ClickUp lets you track editing progress, assets, and revisions.

Set Up Editing Stages Using ClickUp

For each vlog task, use custom fields or subtasks for key editing milestones:

  • Import and organize footage
  • Select best takes
  • Rough cut
  • Final cut
  • Color correction
  • Audio cleanup and music
  • Add titles, lower thirds, and graphics
  • Thumbnail design and export

Update statuses as you move from rough cut to final cut, and use comments to request or log revision notes.

Centralize Assets and Thumbnails in ClickUp

Attach exported thumbnails, B-roll packs, music licenses, and brand elements to the vlog task. This keeps everything linked to the video record instead of scattered across folders.

If a designer creates thumbnails, assign them a subtask with specifications like resolution, text, style, and deadlines. That way designers, editors, and hosts stay aligned.

Step 6: Publish and Promote Vlogs Using ClickUp

Once your vlog is edited, use ClickUp to coordinate publishing dates, descriptions, and promotion across platforms.

Prepare Publish-Ready Details in ClickUp

Create a pre-publish checklist for each vlog task that includes:

  • Final title and description
  • Relevant tags and keywords
  • Chapters or timestamps
  • Links to related videos or playlists
  • Affiliate links and disclosures
  • End screens and cards setup
  • Pin comment copy

Store all copy directly inside the task so you can easily copy and paste into YouTube or your chosen hosting platform.

Track Promotion After Publishing with ClickUp

After publishing, create subtasks or checklists for every promotional action:

  • Share on social media channels
  • Embed on your website or blog
  • Send in your email newsletter
  • Repurpose clips for shorts or reels
  • Engage with early comments

Assign dates and owners for each promotional item. Update the main vlog task to “Published” only when everything is complete.

Step 7: Review Performance and Improve in ClickUp

To keep improving your channel, you need to track how each vlog performs and feed those insights back into your workflow.

Log Metrics and Notes Using ClickUp Custom Fields

Add custom fields to your vlog list for:

  • Views after 7, 30, and 90 days
  • Click-through rate for thumbnails
  • Average view duration or retention
  • Top traffic sources
  • Key takeaways for next videos

Update these fields periodically. Over time, filter and sort by performance to see which topics, titles, or formats are winning so you can create more of what works.

Enhance Your Vlog Workflow Beyond ClickUp

While ClickUp powers your organization, you may want expert help refining your broader content and SEO systems. A specialist agency like Consultevo can help align your vlogging workflow with search strategy, analytics, and conversion goals.

Combine a clear vlogging process, strategic planning, and an organized ClickUp workspace to consistently produce high-quality vlogs that grow your audience and support your business.

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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