How to Run Marketing Campaigns in ClickUp

ClickUp helps marketing teams organize every step of a campaign, from strategy to reporting, in one connected workspace. This how-to guide walks you through building a repeatable, trackable campaign process using features shown in the ClickUp marketing campaign management guide.

Why Manage Campaigns in ClickUp

Before setting up your workspace, it helps to understand what a complete marketing campaign management process looks like.

In practice, a marketing campaign is a structured “journey” that moves through five stages:

• Strategy
• Planning
• Execution
• Measurement
• Optimization

ClickUp lets you create a single system that supports all five stages across channels like email, social, paid ads, content, and events.

Step 1: Build a ClickUp Hierarchy for Campaigns

Start by setting up a dedicated area in ClickUp for all marketing work so every campaign is easy to find and report on.

Create a Marketing Space in ClickUp

1. Create a new Space named something like “Marketing” or “Growth”.
2. Add key folders for major functions, for example:
   • Campaigns
   • Content
   • Social Media
   • Paid Acquisition
   • Product Marketing
3. Within the Campaigns folder, create separate Lists for each campaign or initiative.

This structure mirrors the campaign hub approach described in the source article and keeps every asset, date, and dependency organized.

Define List-Level Structure in ClickUp

Inside each campaign List, you will manage work using tasks, custom fields, and views:

• Create one List per campaign or per quarter, depending on volume.
• Use tasks for individual deliverables such as ad sets, landing pages, or emails.
• Use subtasks for platform variants (for example, Google Ads, Meta Ads, LinkedIn).

With this foundation in ClickUp, your campaigns stay connected instead of scattered across tools.

Step 2: Capture Strategy and Briefs in ClickUp

Next, translate your campaign strategy into clear documentation that lives with the work.

Use ClickUp Docs for Campaign Briefs

1. In your campaign List, create a new Doc called “Campaign Brief”.
2. Document key elements:
   • Objective and KPIs
   • Target audience and personas
   • Core message and value proposition
   • Channels and budget
   • Timeline and milestones
3. Link the Doc to the List and pin it for quick access.

ClickUp Docs keep context and creative direction tied directly to the tasks that execute the campaign.

Turn Strategy into Tasks in ClickUp

With the brief ready, break it into actionable work:

1. Create top-level tasks for each workstream, such as “Email Sequence”, “Paid Social”, or “Landing Page”.
2. Add subtasks for specific pieces, like “Design ad creative set A” or “Write email 3 copy”.
3. Attach or link the brief Doc to each related task, so creatives and stakeholders always see the latest strategy.

Step 3: Plan Campaign Timelines with ClickUp Views

Planning and dates are where ClickUp really streamlines campaign management.

Schedule Work in Calendar View

1. Open your campaign List and switch to Calendar view.
2. Assign start and due dates to every major task.
3. Drag and drop tasks on the calendar to balance workload and avoid conflicts.

Use color coding, filters, and tags to distinguish channels or content types so you can see the full calendar at a glance.

Map Dependencies in ClickUp Gantt View

1. Add a Gantt view to your campaign List.
2. Link tasks with dependencies (for example, design must finish before ads go live).
3. Adjust dates to keep the entire campaign timeline realistic and achievable.

Gantt timelines in ClickUp make it easier to forecast launch dates and see how delays in one area affect the rest of the plan.

Step 4: Execute Campaign Work in ClickUp

As you move into execution, ClickUp becomes the single source of truth for status, ownership, and collaboration.

Standardize Campaign Statuses in ClickUp

Use consistent statuses so anyone can scan a List and see real progress. Common choices include:

• Backlog
• In Planning
• In Progress
• In Review
• Approved
• Scheduled
• Launched

Apply this status workflow to all campaign Lists in ClickUp for reliable reporting and dashboards.

Collaborate with Comments and Proofing

As creative assets move through review cycles, keep feedback in one place:

• Attach design files, copy docs, and video drafts to tasks.
• Use comments for feedback and tag stakeholders for approvals.
• Track decisions and final versions directly in ClickUp tasks.

This reduces scattered feedback across email and chat and matches the collaborative process highlighted in the ClickUp blog article.

Step 5: Track Campaign Performance in ClickUp

Campaign management is not complete without measurement and optimization.

Use Custom Fields for Marketing Metrics in ClickUp

Set up consistent custom fields so you can compare results across campaigns:

• Impressions
• Clicks and CTR
• Leads or sign-ups
• Cost and ROAS
• Revenue or pipeline generated

Enter data manually on a regular cadence, or connect tools so key metrics update automatically where supported.

Visualize Results with ClickUp Dashboards

1. Create a Dashboard dedicated to marketing campaigns.
2. Add widgets that pull from your campaign Lists, such as:
   • Task completion by status
   • Workload by assignee
   • Custom field reporting for spend and conversions
   • Calendar or Gantt snapshots
3. Share the Dashboard with marketing, sales, and leadership stakeholders.

Dashboards in ClickUp help teams quickly spot high-performing channels, bottlenecks, and opportunities for optimization.

Step 6: Optimize and Systematize in ClickUp

Once you have a working campaign system, turn it into a repeatable engine.

Create Reusable ClickUp Campaign Templates

1. Choose a completed campaign List that represents your ideal workflow.
2. Convert it into a List template, including:
   • Task structure and statuses
   • Custom fields
   • Views (Board, Calendar, Gantt)
   • Automations where applicable
3. Use this template as the starting point for all new campaigns.

Templates ensure every new initiative in ClickUp starts with proven steps and standard reporting.

Automate Repetitive Work in ClickUp

Reduce manual busywork by adding simple automations:

• Auto-assign tasks when a status changes to “In Progress”.
• Post comments or notify stakeholders when a task moves to “In Review”.
• Create follow-up tasks when campaigns reach the “Launched” status, such as “Compile performance report”.

Lightweight automations free up time for strategy and optimization instead of admin work.

Next Steps: Improve Your ClickUp Setup

With this structure in place, you can plan, execute, and optimize marketing campaigns in a single ClickUp workspace. For additional help designing a scalable workflow that matches your team’s size and channels, consider working with specialists such as Consultevo, who focus on process and tool optimization.

Use these steps, based on the official ClickUp marketing campaign management article, to build a reliable system that turns campaigns into predictable, measurable results.

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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