How to Use ClickUp to Replace Basic Asana Marketing Templates

ClickUp gives marketing teams a more flexible and visual way to manage campaigns than basic task lists, so this how-to guide walks you through setting up practical workflows that replace limited Asana marketing templates with dynamic, scalable ClickUp systems.

The steps below follow the structure of popular Asana marketing templates and show you how to rebuild and improve each one inside ClickUp using customizable views, fields, and automations.

Step 1: Plan Your Workspace Structure in ClickUp

Before recreating any template, organize your workspace so campaigns stay easy to find and track.

1. Create a Workspace (if you are new): Set up your main Workspace for your company or marketing department.

2. Add a Space for Marketing: Name it something like “Marketing” or “Growth Marketing.” This will hold all Lists and Folders for your campaigns.

3. Use Folders for Major Functions:

   • Campaigns
   • Content
   • Product Marketing
   • Events & Webinars
   • Operations & Reporting

4. Create Lists for Each Initiative: Inside each Folder, add Lists such as “Q4 Integrated Campaign,” “Blog Calendar,” or “Product Launches.”

This foundation mirrors the categories you might see in an Asana template gallery but with far more control inside ClickUp.

Step 2: Build a ClickUp Marketing Campaign Template

Start with a general campaign template you can reuse for launches, promos, and multi-channel projects.

Set Up Your Campaign List in ClickUp

1. Create a new List: In your “Campaigns” Folder, add a List called “Campaign Template.”

2. Add custom fields to track key details:

   • Channel (Email, Paid, Social, Website, PR)
   • Campaign Type (Launch, Evergreen, Seasonal, Event)
   • Budget
   • Target Persona
   • KPI (Leads, Revenue, Signups, MQLs)

3. Use task statuses for clear stages:

   • Backlog
   • In Progress
   • In Review
   • Approved
   • Launched
   • Complete

Add Standard Campaign Tasks in ClickUp

Create reusable tasks that reflect the structure of common Asana marketing templates.

• Campaign Brief
  • Define objectives, audience, core message, timeline, and budget.
  • Attach docs or links to your creative brief.
• Channel Strategy
  • Email plan
  • Paid media plan
  • Organic social plan
  • Landing pages and onsite promos
• Creative Production
  • Copywriting
  • Design assets
  • Approvals
• Launch Checklist
  • Tracking links and UTMs
  • QA and test sends
  • Stakeholder sign-off
• Reporting & Retrospective
  • Performance snapshot
  • Learnings and next steps

Once the structure is in place, save this List as a template in ClickUp so your team can spin up consistent campaigns in a few clicks.

Step 3: Create a ClickUp Content Calendar

Transform simple editorial templates into a full content operations system inside ClickUp.

Design Your Content Calendar Layout

1. Create a List named “Content Calendar” within your “Content” Folder.

2. Add key custom fields:

   • Content Type (Blog, Video, Case Study, Webinar, Social)
   • Stage (Idea, Drafting, Editing, Scheduled, Published)
   • Primary Channel
   • SEO Keyword
   • Owner

3. Use views for planning:

   • Calendar view: Visualize publish dates.
   • Board view: Drag-and-drop by status or content type.
   • List view: Manage backlog and priorities.

Document Workflows Inside ClickUp Tasks

Each content item becomes a single task that holds everything your team needs.

• Task description: Outline brief, angle, and audience.
• Subtasks:
  • Research
  • Outline
  • Draft
  • SEO Review
  • Design
  • Final QA
• Attachments: Add drafts, screenshots, and final files.
• Comments: Use threaded discussions for feedback and approvals.

This lets you go far beyond a basic editorial template and centralizes the full lifecycle of each content asset in ClickUp.

Step 4: Build a ClickUp Product Launch Template

Complex launches often outgrow simple checklists. ClickUp helps you connect teams and timelines in a single place.

Map Launch Phases in ClickUp

1. Create a Folder called “Product Launches.”

2. Add a List for your template: Name it “Product Launch Template.”

3. Create task groups or statuses based on phases:

   • Discovery & Positioning
   • Beta & Feedback
   • Go-to-Market Planning
   • Asset Production
   • Enablement & Training
   • Launch & Post-Launch

Track Cross-Functional Work in ClickUp

Inside each phase, add tasks for key workstreams:

• Messaging and Positioning
• Pricing and Packaging
• Website and Landing Pages
• Sales Enablement (battlecards, pitch decks, FAQs)
• Lifecycle & Email
• PR & Analyst Relations

Use dependencies to connect tasks (for example, sales enablement depends on final messaging) so ClickUp keeps your schedule realistic and visible.

Step 5: Manage Requests and Work Intake in ClickUp

Instead of scattered email or chat requests, centralize intake for your marketing team using forms and Lists in ClickUp.

Create a Request Queue

1. Add a List called “Marketing Requests” under your “Operations & Reporting” Folder.

2. Turn on a Form view: Convert fields into a public form stakeholders can fill out.

3. Capture the right information:

   • Request Type (Design, Copy, Campaign Support, Event)
   • Due Date
   • Priority
   • Business Objective

Each form submission automatically creates a task in ClickUp, routing work to the right List and owner.

Step 6: Use ClickUp Views to Replace Multiple Asana Templates

Where Asana might require a separate template for each use case, ClickUp can show the same work in several ways.

• Board view: Kanban boards for agile squads and campaign pods.
• List view: Classic project lists for detailed planning.
• Calendar view: Editorial and campaign timing.
• Gantt view: Timelines for complex launches.
• Dashboard: High-level performance and workload for leaders.

Switching views lets you keep one source of truth and avoid duplicating similar Asana marketing templates over and over.

Step 7: Automate Repetitive Marketing Work in ClickUp

Automations help you go beyond static templates by making work move on its own.

• Auto-assign tasks: Assign based on List, status, or custom field.
• Update statuses: Move tasks to “In Review” when a subtask checklist is complete.
• Notify stakeholders: Send notifications when a campaign moves to “Launched.”
• Apply templates automatically: When a task is tagged as “Webinar,” apply a standard webinar checklist template.

This keeps your ClickUp workspace consistent and reduces manual project management.

Step 8: Analyze and Improve with ClickUp Dashboards

Once your marketing work is running through ClickUp, use Dashboards to see performance and capacity.

• Workload widgets: See assignments by person or team.
• Custom charts: Visualize tasks by status, campaign, or channel.
• Time tracking: Understand where your team spends effort.

These insights make it easier to refine your templates and workflows over time.

Learn More About ClickUp and Marketing Templates

To compare the original Asana marketing templates that inspired this guide, review the source article at ClickUp’s breakdown of Asana marketing templates and see how these concepts translate into a more robust ClickUp system.

If you need expert help implementing advanced structures or integrations, consider working with a consulting partner such as Consultevo to tailor ClickUp to your exact marketing operations.

By following these steps, you can move from static Asana marketing templates to dynamic, scalable workflows in ClickUp that grow with your campaigns, teams, and channels.

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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