How to Use ClickUp Marketing Calendar Templates

ClickUp makes it simple to centralize your campaigns, content, and launch dates in one visual marketing calendar so your whole team can plan, execute, and track work efficiently.

This how-to guide walks you through setting up and customizing marketing calendar templates inspired by the examples in the ClickUp marketing calendar guide.

Why Build a Marketing Calendar in ClickUp

A structured calendar in ClickUp helps you move from scattered tasks to a predictable, repeatable marketing system.

With a dedicated workspace, you can:

• Manage campaigns, content, and events in one place
• Visualize work in Calendar, List, Board, and Gantt views
• Track progress with statuses, priorities, and assignees
• Keep briefs, assets, and approvals connected to each task

The templates described below show how to design a flexible setup that scales with your team.

Step 1: Set Up Your ClickUp Marketing Workspace

Start by creating a focused area for all marketing work inside ClickUp.

1. Create a new Space dedicated to marketing.

2. Within that Space, add Folders for key programs, such as:

   • Content Marketing
   • Social Media
   • Email & Lifecycle
   • Events & Webinars
   • Paid Media & Campaigns

3. Under each Folder, create Lists for specific calendars or initiatives (for example, “Blog Calendar” or “Q4 Launch Plan”).

This structure mirrors the organization recommended in ClickUp marketing calendar templates and keeps your projects easy to navigate.

Step 2: Choose the Right ClickUp Views

Each List or Folder in ClickUp can have multiple views so you can switch between planning and execution modes without losing context.

Calendar View in ClickUp

Use Calendar view to map deadlines, publish dates, and launch milestones.

1. Add a Calendar view to your marketing List.

2. Group tasks by status or assignee to see workload and progress at a glance.

3. Drag and drop tasks on the calendar to adjust due dates quickly.

Board View in ClickUp

Board view (Kanban) is ideal for tracking campaign stages.

• Set custom statuses such as “Planned,” “In Progress,” “In Review,” and “Published.”
• Move cards across columns as content advances through your workflow.
• Filter by assignee, tag, or custom field to focus on a single channel or owner.

List and Timeline Views in ClickUp

List view surfaces details for daily execution, while Timeline or Gantt views give you a higher-level roadmap.

• Use List view to edit fields in bulk (channel, campaign, status, priority).
• Use Timeline or Gantt views for cross-campaign planning and dependency tracking.

Step 3: Configure Core ClickUp Fields for Your Calendar

To make your calendar actionable, configure custom fields in ClickUp that match your marketing strategy.

Common fields inspired by the template examples include:

• Channel: Blog, Social, Email, Paid, Event, SEO, etc.
• Campaign Name: The overarching initiative a task belongs to.
• Content Type: Article, Reel, Carousel, Webinar, Newsletter, Ad Set.
• Target Audience: Segment, persona, or account tier.
• Owner: Primary marketer or creator responsible.
• Publish Date: Planned go-live date (can double as the task due date).
• Status & Priority: For work-in-progress and urgency tracking.

Adding these fields ensures your ClickUp calendar doubles as a reporting and planning system, not just a schedule.

Step 4: Build a ClickUp Content Marketing Calendar

Use a dedicated content calendar List in ClickUp to coordinate blog posts, long-form content, and lead magnets.

1. Create a List named “Content Calendar.”

2. Add core custom fields (Channel, Content Type, Campaign, Publish Date).

3. Create task templates for recurring content formats, such as:

   • Standard blog post
   • Case study
   • eBook or whitepaper

4. Within each task template, pre-build:

   • Subtasks for drafting, editing, SEO review, design, and approvals
   • Checklists for on-page SEO, links, and distribution steps
   • Required custom fields to keep metadata consistent

Switch between Calendar and List views in ClickUp to see both the schedule and the production pipeline.

Step 5: Create a ClickUp Social Media Calendar

A social calendar in ClickUp lets you manage multi-channel posting without losing track of assets and approvals.

1. Set up a List called “Social Media Calendar.”

2. Add fields such as Platform, Content Type, Campaign, and Publish Date.

3. Create a task for each post, reel, thread, or story.

4. Attach images, video drafts, and copy documents directly to the task.

5. Use subtasks or checklists for:

   • Copywriting and visual design
   • Internal review and compliance checks
   • Scheduling and final QA

Use Board view in ClickUp to track posts through stages like “Idea,” “Planned,” “Scheduled,” and “Published.”

Step 6: Plan Campaigns and Launches in ClickUp

For major launches, use ClickUp to coordinate cross-channel campaigns that involve content, paid media, email, and events.

1. Create a Folder called “Campaigns & Launches.”

2. Within that Folder, create a List for each major campaign.

3. Add tasks for key deliverables, including:

   • Messaging and positioning
   • Landing pages and assets
   • Announcements and nurture emails
   • Social content and ads

4. Use dependencies so downstream tasks (like promotion) can only start after core assets are ready.

5. Visualize the full timeline with Gantt or Timeline views in ClickUp to balance overlapping campaigns.

Step 7: Collaborate and Approve Work in ClickUp

Efficient collaboration is critical for a marketing calendar to work.

Use ClickUp features to simplify communication and approvals:

• Comments: Centralize feedback on tasks with threaded discussions.
• Assignees and watchers: Ensure the right people are notified at each stage.
• Proofing (for assets): Add comments directly on images or documents when available.
• Automations: Move tasks between statuses when due dates change or when a stage is complete.

This reduces scattered chats and keeps your calendar as the single source of truth.

Step 8: Monitor Performance of Your ClickUp Calendar

Once your system is running, use ClickUp views and dashboards to monitor health and performance.

• Filter by campaign or channel to see what is scheduled or overdue.
• Review workload by assignee to prevent bottlenecks.
• Use tags or custom fields to flag high-impact initiatives.

For advanced reporting, you can export data or connect ClickUp with analytics tools to correlate completed tasks with performance metrics.

Improve Your ClickUp Strategy Over Time

Your first setup is a starting point. Continue refining your ClickUp marketing calendar as your team learns what works best.

• Adjust custom fields to reflect new channels or campaign types.
• Standardize task templates to enforce quality and consistency.
• Update statuses to reflect your real-life workflow more accurately.

For additional strategic guidance on organizing marketing operations, you can also learn from resources like Consultevo, which covers broader systems and processes beyond calendar mechanics.

By following these steps and tailoring the structure to your team, you will have a flexible, scalable marketing calendar system powered by ClickUp that keeps every stakeholder aligned from idea through launch.

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

“`