How to Manage Marketing Tasks in ClickUp

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How to Manage Marketing Tasks in ClickUp

ClickUp gives marketing teams a flexible workspace to plan campaigns, organize tasks, and track performance in one place. This how-to guide walks you through building a simple, repeatable system so your team delivers consistent results without losing track of details.

Step 1: Set Up a Marketing Space in ClickUp

Begin by creating a dedicated Space so all marketing work lives in a central hub.

  1. Create a new Space and name it something clear, such as Marketing or Growth.

  2. Choose a color and icon your team will recognize quickly.

  3. Add key members of your marketing team to this Space.

  4. Enable features you need, such as Docs, Goals, and Dashboards.

Inside this Space, you will organize Folders and Lists that match your main marketing programs and channels. The original article at ClickUp marketing tasks guide outlines several useful structures you can adapt.

Step 2: Create Core Marketing Lists in ClickUp

Within your marketing Space, set up Lists to group similar work. Lists will help you find tasks quickly and keep campaigns organized.

Channel-Based ClickUp Lists

Create Lists grouped by marketing channels so each team member knows where to add new work, for example:

  • Content Marketing

  • Social Media

  • Email & Lifecycle

  • Paid Ads

  • SEO & Website

Each List can contain tasks, recurring workflows, and templates specific to that channel.

Campaign-Based ClickUp Lists

For larger launches, build Lists around campaigns instead of channels:

  • Product Launch Q2

  • Webinar Series

  • Seasonal Promotions

Within each campaign List, you can add tasks for copy, design, promotion, and analysis so all work stays connected.

Step 3: Define Custom Statuses in ClickUp

Statuses let your team see where every marketing task stands at a glance. Customize them to match how your team operates.

  1. Open your List or Folder settings.

  2. Select Statuses and switch to a custom workflow.

  3. Add clear, action-based stages such as:

    • Backlog

    • Ready

    • In Progress

    • In Review

    • Approved

    • Scheduled

    • Published

  4. Include a final Complete or Done status.

Use the same status sets across several Lists in ClickUp so your team can learn and reuse one consistent workflow.

Step 4: Build a Marketing Task Template in ClickUp

Task templates help you run repeatable processes without reinventing each step.

  1. Create a new task in the relevant List.

  2. Name it with a standard format, such as Blog Post Template or Email Campaign Template.

  3. Add checklists for all critical steps. For example, a blog post task might include:

    • Research topic and keywords

    • Outline article

    • Write first draft

    • Edit and proofread

    • Optimize for SEO

    • Design or source images

    • Schedule publication

    • Promote on social and email

  4. Assign default watchers, such as the marketing manager or editor.

  5. Convert the task into a template so your team can create new tasks from it on demand.

Over time, build several templates in ClickUp for your most common workflows, including content production, ad campaigns, and events.

Step 5: Use ClickUp Views to Track Marketing Work

Views allow you to see the same marketing work in different formats depending on what you need to manage.

List and Board Views in ClickUp

Start with these views for day-to-day execution:

  • List view: Great for detailed work, showing assignees, due dates, and custom fields in a table-style layout.

  • Board view: Visual Kanban style, ideal for moving tasks across statuses from Backlog to Published.

Use filters to show only tasks assigned to you, only work due this week, or only items in a particular campaign.

Calendar and Timeline Views in ClickUp

Marketing teams also need to see how campaigns map across time.

  • Calendar view: Displays tasks by due date, helping you manage publish dates for blogs, emails, and social posts.

  • Timeline view: Shows marketing projects across days or weeks, useful for launch plans and overlapping initiatives.

Drag and drop tasks in these views to adjust timelines quickly without losing context.

Step 6: Add Custom Fields for Marketing Data in ClickUp

Custom Fields let you track campaign data that standard fields do not cover.

Common examples for marketing work include:

  • Channel

  • Campaign Name

  • Target Audience

  • Funnel Stage

  • Content Type

  • Estimated Impact

  • Budget

Attach these fields to your Lists or Folders so every new task in ClickUp inherits the same structure. This makes reporting and filtering far easier later.

Step 7: Automate Repetitive Marketing Tasks in ClickUp

Automation helps your team save time and keep work moving without constant manual updates.

  1. Open the Automations tab in your List or Folder.

  2. Use when/then rules, such as:

    • When status changes to In Review, assign to the marketing lead.

    • When task is moved to Approved, set due date for publication two days later.

    • When a new task is created with a certain tag, add it to a campaign List.

  3. Test each automation with a sample task before rolling it out to the entire team.

By gradually adding automations in ClickUp, you reduce handoffs getting lost and keep campaigns moving smoothly.

Step 8: Collaborate with Docs and Comments in ClickUp

Centralizing communication prevents scattered feedback and outdated files.

  • Create Docs for campaign briefs, strategy plans, and content calendars.

  • Mention teammates in comments on tasks to ask questions or request approvals.

  • Attach assets such as copy drafts, images, or spreadsheets directly to tasks.

  • Use threaded comments to keep discussions organized around specific points.

This keeps your marketing documentation and discussions tightly connected to the related tasks in ClickUp.

Step 9: Monitor Performance with Dashboards in ClickUp

Dashboards turn your task data into insights your marketing leaders can act on.

  1. Create a new Dashboard for your marketing Space.

  2. Add widgets such as:

    • Tasks by Status

    • Workload by Assignee

    • Tasks Completed This Week

    • Custom Field charts for channel or campaign performance

  3. Filter widgets to only show the Lists or Folders that represent active marketing efforts.

Review this Dashboard in your weekly marketing meetings to see progress, spot bottlenecks, and rebalance workloads across your team.

Step 10: Continuously Improve Your ClickUp Setup

Your first structure is a starting point. Revisit it regularly to keep your workspace lean and effective.

  • Archive inactive campaigns so active work stays clear.

  • Refine templates and checklists as you learn from each project.

  • Standardize naming for tasks and Lists so reports are easier to read.

  • Hold short retrospectives after major launches to decide what to adjust in ClickUp.

If you need additional support designing a scalable workspace strategy or documenting processes, you can work with optimization specialists such as Consultevo to fine-tune your system.

Putting Your ClickUp Marketing System into Action

By creating a focused Space, organizing channel and campaign Lists, defining clear statuses, and using templates, views, automations, and Dashboards, you can run your entire marketing operation in ClickUp. Start with one team or channel, refine your setup based on feedback, and then roll the structure out across more campaigns so every member of your marketing team knows exactly what to do and where to find it.

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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