How to Plan Every Type of Marketing Campaign in ClickUp

ClickUp can turn a scattered mix of marketing ideas, channels, and teams into a single organized system for planning and execution. This how-to guide shows you step-by-step how to translate different types of marketing into a clear, trackable workflow you can manage in one place.

Using concepts from the types of marketing breakdown, you will learn how to build a flexible workspace that supports content, digital, brand, and product marketing without creating chaos.

Step 1: Map Your Marketing Mix Before Building in ClickUp

Before you set up anything inside ClickUp, spend a few minutes listing the kinds of marketing your team manages.

• Content marketing (blogs, videos, podcasts, guides)
• Digital marketing (SEO, paid ads, email, social)
• Brand marketing (positioning, storytelling, campaigns)
• Product marketing (launches, messaging, sales enablement)
• Lifecycle and retention marketing (onboarding, upsell, win-back)

For each type, note:

• Main goals (traffic, signups, revenue, retention)
• Key deliverables (assets, campaigns, experiments)
• Owners and collaborators
• Typical timelines and frequencies

This quick inventory becomes your blueprint for how to structure Spaces, Folders, and Lists in ClickUp.

Step 2: Create a ClickUp Marketing Space

Next, centralize all marketing work in a dedicated ClickUp Space so different teams can see the big picture while still managing specialized workflows.

How to structure your ClickUp Space

1. Create a new Space named something like Marketing HQ.

2. Add Folders for your main categories, for example:

   • Content Marketing
   • Digital & Performance
   • Brand & Communications
   • Product Marketing
   • Lifecycle & CRM

3. Inside each Folder, create Lists for recurring work, such as:

   • Editorial Calendar
   • SEO Campaigns
   • Ad Experiments
   • Launch Calendar
   • Email Sequences

This hierarchy lets you manage very different types of marketing with one shared structure in ClickUp.

Step 3: Build a ClickUp Task Template for Campaigns

Instead of reinventing the wheel for each initiative, build one reusable campaign template in ClickUp that you can adapt across channels.

Core elements of a ClickUp campaign task

• Task name: Use a standard format, like “Q3 Brand Awareness Campaign” or “Spring Product Launch”.
• Descriptions: Add sections for goals, audience, key message, channels, and success metrics.
• Subtasks: Break down by function, for example:
  • Research & strategy
  • Messaging and creative brief
  • Content production per channel
  • Approvals and QA
  • Launch and promotion
  • Reporting and retrospective
• Custom fields: Add fields like channel, funnel stage, budget, campaign type, and owner.
• Dependencies: Link tasks that must be finished before others can start (e.g., design before ad setup).

Save this as a task template in ClickUp so every new campaign starts with a complete checklist.

Step 4: Set Up ClickUp Workflows for Key Types of Marketing

Each type of marketing benefits from a slightly different workflow. Use custom statuses and List templates in ClickUp to match how your team actually works.

Content marketing workflow in ClickUp

For blogs, videos, and other editorial content, create a List called Editorial Calendar with statuses like:

• Idea
• Pitched
• Planned
• In Draft
• In Review
• Ready for Design
• Scheduled
• Published
• Update Needed

Use Board view in ClickUp to drag content tasks across stages and Calendar view to align publish dates with campaigns.

Digital and performance marketing in ClickUp

For SEO, paid media, and email, create Lists such as SEO Pipeline and Paid Experiments with statuses like:

• Idea Backlog
• Prioritized
• In Setup
• Running
• Paused
• Completed
• Needs Analysis

Add custom fields for target keyword, platform, audience segment, spend, and primary metric so you can slice campaigns in ClickUp views.

Brand and product marketing in ClickUp

For brand storytelling and product launches, use a Launch Calendar List in ClickUp with statuses like:

• Planning
• Brief Approved
• Production
• Assets Complete
• Pre-Launch
• Live
• Post-Launch Review

Group tasks by launch name or product line and connect related tasks across Lists using relationships in ClickUp.

Step 5: Use ClickUp Views to Coordinate Marketing Teams

Different stakeholders need different levels of detail. Views in ClickUp make it easy to show exactly what each person cares about.

Essential ClickUp views for marketing

• List view: For detailed task management, sorting by owner, status, or due date.
• Board view: For Kanban-style tracking by status, ideal for content and campaigns.
• Calendar view: To visualize publishing schedules, launch dates, and major milestones.
• Timeline or Gantt: For connecting tasks across functions and preventing schedule conflicts.
• Dashboard: To roll up metrics, task counts, and progress for leadership.

Set up shared views in ClickUp for leadership, marketing managers, and specialists so each group sees only the most relevant work.

Step 6: Standardize Briefs and Requests in ClickUp

Unclear requests slow every type of marketing down. Create standard forms and brief templates in ClickUp to capture the same details for every project.

What to include in a ClickUp brief template

• Objective and success metric
• Target audience and key insight
• Core message and tone
• Channels and required assets
• Budget range and constraints
• Deadlines and review steps

Use Forms in ClickUp to turn this brief into a simple intake process. Submissions automatically create tasks with all fields filled in.

Step 7: Track Performance and Learn in ClickUp

Campaigns only improve when teams review results. Build a lightweight performance review process inside ClickUp.

How to manage reporting in ClickUp

1. Add a recurring task called “Weekly Marketing Performance Review”.

2. Attach exports or screenshots from your analytics tools.

3. Use custom fields to log key results: impressions, clicks, conversions, revenue, or retention.

4. Create a simple Wins & Learnings List to store insights from each campaign.

Over time, you can filter and search these tasks in ClickUp to inform new strategies and future campaigns.

Step 8: Improve Collaboration and Handoffs in ClickUp

Marketing touches many teams. Use collaboration features in ClickUp to keep everyone in sync.

• @mention stakeholders in comments for approvals and feedback.
• Use Docs linked to tasks for briefs, brand guidelines, and messaging frameworks.
• Attach creative assets directly to tasks for easy reference.
• Set watchers so the right people are notified about updates.

These habits reduce miscommunication and make complex, multi-channel work easier to manage.

Next Steps: Scale Your Marketing System in ClickUp

Once your initial workflows are running smoothly, you can expand your use of ClickUp with automation, more advanced dashboards, and refined templates.

If you need help designing scalable processes, strategy experts at Consultevo can support your marketing operations setup alongside your ClickUp implementation.

Start small by mapping your current marketing mix, then build out one Space, one campaign template, and a handful of Lists. As your team adopts the system, you can gradually add more types of marketing, more views, and deeper reporting inside ClickUp.

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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