How to Rebuild Monday.com Marketing Plans in ClickUp

ClickUp gives marketing teams a flexible way to recreate and improve the Monday.com marketing plan templates shown in the original Monday.com comparison guide. Follow this step-by-step tutorial to build a complete, centralized marketing system that mirrors those templates while unlocking more automation and reporting power.

Step 1: Plan Your Workspace Structure in ClickUp

Before you create tasks or views, decide how to organize your marketing work in ClickUp so it clearly replaces the old Monday.com boards.

Use this simple structure:

• Workspace: Your company or main organization
• Space: “Marketing” (your central marketing hub)
• Folders: Break work into categories such as Campaigns, Content, Social, Email, and Analytics
• Lists: Specific plans like “Q2 Product Launch,” “Blog Calendar,” or “Paid Ads Experiments”

This mirrors the way Monday.com marketing plan templates separate campaigns and channels, but gives you deeper hierarchy and custom fields inside ClickUp.

Step 2: Convert Monday.com Columns to ClickUp Custom Fields

The Monday.com templates rely on columns such as status, owner, dates, and channels. You can rebuild these as custom fields in ClickUp to track the same information and more.

Key ClickUp custom fields to create

• Channel (Dropdown: Email, Social, SEO, Paid, Events, PR, Other)
• Campaign Type (Dropdown: Launch, Evergreen, Seasonal, Nurture, Brand)
• Target Persona (Dropdown or Text)
• Budget (Currency)
• Estimated Impact (Number or Dropdown: Low, Medium, High)
• Stage (Dropdown: Idea, Planning, In Production, Scheduled, Live, Completed)

How to add custom fields in ClickUp

1. Open any List inside your Marketing Space.
2. Switch to List view.
3. Click the + icon to the right of your existing columns.
4. Select + Add field and choose the right field type (dropdown, number, currency, date, etc.).
5. Name the field, set options, and click Create.
6. Use the Save as layout option to reuse the same field setup on other Lists.

Once this is done, every marketing task in ClickUp has the same structured data that Monday.com columns provided.

Step 3: Build a ClickUp Marketing Roadmap View

The Monday.com marketing plan templates include a roadmap for higher-level strategy. You can recreate this strategic view with ClickUp using List and Timeline views.

Create a high-level roadmap List in ClickUp

1. In your Marketing Space, create a Folder named Strategic Roadmap.
2. Add a List called Annual Marketing Plan.
3. Create tasks for each major initiative, for example:
   • Q2 Product Launch
   • Brand Awareness Campaign
   • Customer Retention Program
   • Holiday Promo Push
4. Apply fields like Channel, Campaign Type, Budget, and Estimated Impact to each task.
5. Set Start date and Due date on each initiative.

Visualize the roadmap with ClickUp Timeline view

1. Open the Annual Marketing Plan List.
2. Click + View and choose Timeline.
3. Group by Campaign Type or Channel to see when each type of work happens.
4. Use drag-and-drop to adjust dates and balance workload across months and quarters.

This view replaces the Monday.com strategic roadmap with a more interactive, date-driven overview in ClickUp.

Step 4: Recreate Monday.com Campaign Templates in ClickUp

Monday.com marketing plan templates often break work into fully detailed campaign boards. You can do the same in ClickUp by turning each campaign into its own List with reusable task templates.

Set up a ClickUp campaign List

1. Inside your Campaigns Folder, create a List named after your campaign, such as Q2 Launch – New Feature.
2. Add tasks for each key activity, for example:
   • Campaign brief and messaging
   • Landing page copy and design
   • Email sequence creation
   • Social media content
   • Paid ad creative and setup
   • Webinar or live event
   • Post-campaign performance review
3. Apply your standard ClickUp custom fields and assignees.
4. Use checklists inside tasks to track subtasks like QA, approvals, or localization.

Save your campaign as a ClickUp template

1. Open the campaign List.
2. Click the three-dot menu in the top right.
3. Select Save as Template.
4. Name it, for example, Standard Launch Campaign.
5. Choose what to include (statuses, custom fields, assignees, due dates, and more).
6. Save so you can reuse this structure for every new campaign without rebuilding it from scratch.

This transforms one well-built campaign into a reusable asset that replaces multiple Monday.com marketing plan templates in a single ClickUp template.

Step 5: Build a ClickUp Content Calendar

The source article highlights editorial and channel calendars. You can rebuild these as a content calendar in ClickUp using Calendar and Board views.

Create a content calendar List in ClickUp

1. In your Marketing Space, add a Folder named Content.
2. Create a List called Editorial Calendar.
3. Create a task for each asset, such as blog posts, landing pages, videos, or podcasts.
4. Add fields like Channel, Target Persona, and Stage.
5. Set due dates and assign owners for writing, design, and review.

Visualize content work in ClickUp

• Calendar view: See all upcoming posts by publish date, drag tasks to move dates, and check for content gaps.
• Board view: Group cards by Stage (Idea, In Production, Scheduled, Live) to see exactly where each asset stands.
• List view: Sort and filter by Channel, Persona, or Campaign to answer strategy questions quickly.

With these views, ClickUp becomes your central editorial HQ, replacing multiple Monday.com boards and calendars.

Step 6: Document Strategy in ClickUp Docs

The original Monday.com marketing plan templates assume you keep strategy details somewhere. In ClickUp, you can keep everything together using Docs.

Create a central marketing strategy Doc in ClickUp

1. In your Marketing Space, click + Doc.
2. Name it Marketing Strategy Hub.
3. Add sections for:
   • Brand positioning and messaging
   • Audience personas
   • Annual and quarterly goals
   • Channel playbooks (Email, Social, SEO, Paid, Events)
   • Content guidelines and tone of voice
4. Link relevant tasks and Lists directly inside the Doc so strategy and execution stay connected.

This keeps your team from jumping between tools, since ClickUp Docs live next to your tasks and campaigns.

Step 7: Build Marketing Dashboards in ClickUp

To go beyond the static Monday.com marketing plan templates, you can use ClickUp Dashboards to monitor performance and workload in real time.

Key widgets for a ClickUp marketing Dashboard

1. Create a new Dashboard in your Marketing Space.
2. Add widgets such as:
   • Tasks by Status to track execution progress.
   • Tasks by Assignee to see workload balance.
   • Burndown chart for time-bound campaigns.
   • Custom field charts showing budget allocation and channel mix.
   • Embedded views for quick access to your content calendar or roadmap.

These Dashboards turn your ClickUp marketing area into a live reporting center that updates automatically as the team works.

Step 8: Migrate Tasks from Monday.com into ClickUp

Once you have your structure ready, move your existing Monday.com marketing plan templates and tasks into ClickUp.

Simple migration workflow

1. Export boards from Monday.com as CSV files.
2. Map columns like status, owner, and dates to the matching ClickUp fields.
3. Import the CSV into the appropriate Lists in your Marketing Space.
4. Clean up any unmapped data by filling in custom fields or reorganizing tasks.
5. Apply task templates and views so imported work fits your new ClickUp system.

After migration, your team can retire the old boards and use the new workspace as a single source of truth.

Next Steps: Optimize Your ClickUp Marketing Setup

With the right structure, custom fields, views, Docs, and Dashboards, ClickUp can fully replace the Monday.com marketing plan templates covered in the source article. From here, you can layer on automation, recurring tasks, and more advanced reporting to keep every launch, campaign, and experiment aligned with your goals.

If you want expert help refining workflows and integrations, you can also partner with a consulting team like Consultevo to tailor your ClickUp workspace to your exact marketing processes.

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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