How to Use ClickUp for Landing Pages

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How to Use ClickUp to Manage Landing Page Projects

ClickUp can be a powerful workspace to plan, build, and optimize landing page projects from start to finish, even if you still design pages in tools like Instapage.

This how-to guide walks you through setting up a structured landing page workflow so your marketing and product teams stay aligned, on time, and on budget.

Why Manage Landing Pages in ClickUp?

Specialized landing page builders like Instapage focus on page design and publishing. A work management platform adds the missing project structure around that creative work.

By managing your campaigns in ClickUp, you can:

  • Centralize creative briefs, copy, design, and approvals
  • Standardize processes with reusable templates
  • Track deadlines, assignees, and priorities in one place
  • Connect landing pages to broader campaigns and sprints
  • Measure performance with custom fields and reporting

The original comparison of Instapage and alternatives at this resource highlights that most teams need more than page design. The steps below show how to build that extra structure inside a single workspace.

Step 1: Create a ClickUp Space for Marketing

Start by organizing your account so landing pages live in a clear marketing hierarchy.

  1. Create a Space dedicated to Marketing or Growth.

  2. Add Folders inside the Space for major functions, for example:

    • Paid Acquisition
    • Product Marketing
    • Lifecycle / Email
    • Website & SEO

  3. Within the most relevant Folder (such as Paid Acquisition), create a List named Landing Pages.

This structure keeps every landing page task inside the same ClickUp area, linked to related campaigns and assets.

Step 2: Build a Reusable ClickUp Template

A template ensures every new landing page follows the same high-quality process.

  1. Open your Landing Pages List and create a task called Landing Page Master Template.

  2. Add standard subtasks such as:

    • Define campaign objective and audience
    • Map offer, funnel stage, and CTA
    • Draft hero headline and supporting copy
    • Create wireframe or low-fidelity mockup
    • Design desktop version
    • Design mobile version
    • Implement in your page builder
    • Set up tracking and integrations
    • QA across devices and browsers
    • Launch and monitor initial data

  3. Turn this task into a template using the task menu so you can reuse it for every new landing page.

Storing that process as a ClickUp template prevents missed steps and keeps outputs consistent, no matter who runs the campaign.

Step 3: Configure ClickUp Custom Fields for Landing Pages

Custom fields help you analyze and prioritize initiatives at a glance.

Add relevant fields to your Landing Pages List, such as:

  • Traffic Source (Dropdown: Paid Search, Paid Social, Organic, Referral, Email)
  • Funnel Stage (Dropdown: Awareness, Consideration, Decision, Retention)
  • Primary KPI (Dropdown: Leads, Trials, Purchases, Demo Requests)
  • Budget (Currency)
  • Target Launch Date (Date)
  • URL (Text field or URL type)

These fields turn ClickUp into a lightweight database for all your landing pages, making it easy to filter, sort, and report on performance later.

Step 4: Plan New Landing Pages in ClickUp

Once your template and custom fields are in place, use them to plan each new asset.

  1. Create a new task from your landing page template for every new page.

  2. Name the task clearly, for example, Q2 SaaS Demo Landing Page.

  3. Fill in your custom fields to capture strategy details before work begins.

  4. Assign the task owner and add watchers for stakeholders such as marketing managers, designers, and product leads.

  5. Set a due date that aligns with campaign timelines and budget.

With this in place, ClickUp becomes your source of truth for campaign scope and expectations.

Step 5: Manage Copy and Design Collaboration in ClickUp

Use the task itself as the hub for copy, design, and feedback.

ClickUp for Copy Collaboration

For copywriters and editors, organize work like this:

  • Use the task description to store the latest copy draft or link to a document.
  • Mention stakeholders in comments to request reviews and approvals.
  • Use checklists for items like headlines, body copy, testimonials, and legal notes.
  • Attach reference materials such as brand guidelines and prior campaigns.

ClickUp for Design Collaboration

For designers and front-end collaborators:

  • Attach design files or links to your design tool.
  • Use comments to capture feedback with timestamps or frame references.
  • Create separate subtasks for Desktop Design and Mobile Design.
  • Use statuses like In Design, In Review, and Approved for clarity.

Keeping all collaboration inside ClickUp reduces the scattered feedback that often slows down landing page releases.

Step 6: Track Implementation and QA in ClickUp

Once creative is approved, shift into implementation and testing.

  1. Create subtasks for key technical steps, for example:

    • Set up page layout in the builder
    • Add tracking scripts and pixels
    • Connect forms and integrations
    • Set up thank-you pages and redirects
    • Run device and browser QA

  2. Assign each subtask to the appropriate developer, marketer, or operations specialist.

  3. Use comments to log bugs, QA notes, and any fixes applied.

This approach lets you use ClickUp as a lightweight ticketing system for launch readiness, without losing the marketing context.

Step 7: Monitor Results and Iterate in ClickUp

After launch, continue using your landing page tasks as performance dashboards.

  • Update custom fields with metrics such as conversion rate or cost per lead.
  • Attach reports or screenshots from analytics tools.
  • Create subtasks for experiments like A/B tests.
  • Use comments to record learnings and future hypotheses.

Over time, your ClickUp List becomes a historical record of what worked, what failed, and why.

Step 8: Build Dashboards and Reports in ClickUp

To manage many pages at once, build views and dashboards.

Helpful ClickUp List Views

  • Table View: See all landing pages, budgets, and KPIs in a spreadsheet-like layout.
  • Board View: Visualize pages by status, such as Backlog, In Progress, Launched, and Optimizing.
  • Calendar View: Track launch dates by week and month.

ClickUp Dashboards for Stakeholders

Use widgets to build leadership-friendly summaries:

  • Count active landing page projects by status or owner.
  • Show charts of budget vs. performance metrics.
  • Highlight upcoming launch dates and at-risk tasks.

This makes ClickUp not only a task manager but a live reporting hub for your landing page pipeline.

Connect ClickUp to Your Broader Tech Stack

Your landing page workflow often touches CRMs, analytics tools, and ad platforms. Use built-in integrations or automation to reduce manual work.

  • Trigger tasks when a form is submitted or when a campaign reaches a milestone.
  • Sync data to other marketing systems or dashboards.
  • Use automation rules to move statuses or notify teams when key fields change.

For more strategic implementation help, you can also work with specialists such as Consultevo, who focus on optimizing workflows and tools around modern marketing teams.

Next Steps

Design tools will always matter, but pairing them with structured project management keeps campaigns predictable and measurable. With a thoughtful setup, ClickUp gives your team a shared, repeatable system for planning, building, and improving every landing page you ship.

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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