How to Manage Multiple Marketing Projects in ClickUp
Using ClickUp to manage multiple marketing projects helps you organize campaigns, track deadlines, and keep teams aligned in one flexible workspace.
When you juggle content, social media, email, and product launch plans, it is easy for tasks to slip through the cracks. A structured approach in a unified platform keeps priorities clear and work visible.
This step-by-step guide shows you how to build a simple, scalable system to manage many marketing projects at once, inspired by best practices from the official ClickUp marketing workflows.
Why Use ClickUp for Marketing Project Management
Managing several campaigns in spreadsheets or scattered tools often leads to missed deadlines and duplicated work. A single hub for all initiatives reduces confusion and makes reporting easier.
With a dedicated workspace you can:
- Standardize how you run campaigns
- Break big projects into smaller, trackable tasks
- Share status updates without extra meetings
- Measure performance and capacity over time
Plan Your Marketing Structure in ClickUp
Before building anything, decide how you will group projects, channels, and recurring work. A clear hierarchy makes navigation simple for everyone.
Define Your Spaces and Folders in ClickUp
Start by creating a marketing Space that holds all your initiatives. Then divide that Space into Folders for your key workstreams.
Common Folder ideas include:
- Brand and creative
- Content marketing
- Social media
- Email and lifecycle
- Paid acquisition
- Product marketing and launches
Inside each Folder, you will create Lists that represent specific programs or campaigns, such as a quarterly demand generation plan or a monthly editorial calendar.
Map Project Types to Lists
Lists act as containers for related tasks. Use them to group work by campaign, timeframe, or asset type.
Examples:
- A List for each major product launch
- A List for your monthly blog content plan
- A List for evergreen nurture email series
Use consistent naming conventions so team members can quickly find what they need.
Set Up Marketing Workflows in ClickUp
The core of your system is a clear workflow that shows where each task sits from idea to completion.
Build Custom Statuses
Statuses represent the stages of your marketing process. For creative production, you might use:
- Backlog
- Ready for brief
- In progress
- In review
- Revisions needed
- Approved
- Scheduled
- Published / complete
Keep statuses simple. Too many options slow people down and make reporting harder.
Use Task Templates in ClickUp
Repeated project types benefit from templates. Instead of rebuilding the same checklist for every campaign, save standard tasks as reusable blueprints.
Marketing task templates might include:
- Blog post production with SEO checks, drafting, editing, and publishing
- Email campaign with strategy, copy, design, QA, and deployment steps
- Webinar with planning, promotion, live event, and follow-up tasks
Templates help your team move quickly while maintaining quality and consistency.
Organize Campaign Tasks Across Multiple Projects
Handling several campaigns at once requires visibility across projects without losing detail inside each initiative.
Break Projects into Actionable Tasks
Each campaign should be broken into small, assigned tasks with clear owners and due dates.
For example, a campaign task breakdown can include:
- Strategy and brief creation
- Channel planning for email, social, and paid
- Asset production for copy, design, and video
- Build and QA work in your tools
- Launch execution
- Post-launch reporting and optimization
Attach briefs, images, and links directly to tasks so information stays in one place.
Use Custom Fields in ClickUp for Key Details
Custom Fields let you tag tasks with important information for filtering and reporting. Common marketing fields include:
- Campaign name
- Channel (email, social, search, etc.)
- Target audience or segment
- Priority level
- Budget or estimated value
With Custom Fields you can quickly answer questions such as which high-priority tasks are overdue or which campaigns belong to a specific quarter.
Visualize Work with ClickUp Views
Different stakeholders need different perspectives on the same data. Multiple views help everyone stay aligned without duplicating work.
Manage Work with List and Board Views
List view is ideal for detailed planning and prioritization. Sort by due date, assignee, or priority to see what must be done next.
Board view (Kanban style) lets you drag tasks through statuses, making it easy to run stand-ups and track progress at a glance.
Track Deadlines with Calendar View
Calendar view shows when content, emails, and campaigns will go live. This helps you avoid overload on specific days or weeks.
Use filters to show only certain channels or campaign types so each team can see what matters most to them.
Monitor Capacity with Workload Views
When you run multiple projects, it is easy to overbook designers, writers, or strategists. Workload-focused views show who has too much and who has room to help.
Adjust task assignments and due dates directly from these views to keep workloads balanced.
Automate Routine Steps in ClickUp
Automation reduces manual updates and ensures consistency as your number of projects grows.
Use Automations for Status and Assignment
Set rules such as:
- When a task moves to a specific status, assign it to the right role
- When a due date changes, notify stakeholders
- When a task is created from a template, auto-apply Custom Fields
Automations keep your system running smoothly even when the team is busy launching campaigns.
Streamline Requests and Intake
Create a simple intake List for marketing requests. Use forms that feed directly into that List with predefined fields for timing, goals, target audience, and required assets.
This prevents ad-hoc requests in chat tools and keeps every new project visible from day one.
Report on Performance Across Projects
Dashboards and reporting help you understand progress, bottlenecks, and outcomes across multiple campaigns.
Build Dashboards in ClickUp
Use widgets to track:
- Number of tasks by status or assignee
- Campaign timelines and milestones
- Overdue or at-risk deliverables
- Completion trends over time
Share these dashboards with leadership so they can see how work is progressing without asking for manual updates.
Review and Improve Processes Regularly
Set a recurring retrospective task to review what worked, what did not, and which steps slowed projects down. Update templates, statuses, and automations based on these learnings.
Learn More About Multi-Project Marketing Management
You can explore the original guide that inspired this tutorial at the official blog: how to manage multiple marketing projects.
For expert help designing scalable systems, marketing teams also partner with specialists such as Consultevo to optimize workflows, automation, and reporting.
By designing a clear structure, building repeatable workflows, and taking advantage of views and automation, you can manage multiple marketing projects in one place and keep every campaign moving smoothly from idea to launch.
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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