Online Course Tracking in ClickUp

ClickUp makes it easy to organize and track every stage of online course creation using a dedicated AI Agent workspace, structured lists, and custom views that keep your team aligned.

This how-to guide walks you through setting up the Online Course Tracking use case, customizing it to your needs, and using automation-friendly views to keep every module and lesson on schedule.

Understand the ClickUp Online Course Tracking Setup

The Online Course Tracking solution is built inside the AI Agent workspace in ClickUp. It treats each course as a structured project with clear tracking of:

Course outlines and structures
Scriptwriting and content production tasks
Deadlines and release timelines
Review and feedback cycles

Before you start configuring, review the provided layout so you know which spaces, folders, and lists are already prepared.

Access the Online Course Tracking Area in ClickUp

Use the ClickUp AI Agent workspace to find the Online Course Tracking space and begin managing your work.

Log in to your ClickUp account.
Open the AI Agent workspace from your workspace list.
Locate the Online Course Tracking space in the left sidebar.
Click the space to expand its folders and lists, such as course plans, scripts, and reviews.

If you are setting up processes for a wider operations team, you can also explore best-practice workflows and templates from specialist providers like Consultevo to complement your ClickUp setup.

Explore the Course Lists and Views in ClickUp

Inside the Online Course Tracking space, ClickUp offers tailored structures and views so you can see your course work from multiple angles.

Core Lists for Course Creation in ClickUp

Typical lists you will find or create include:

Course Roadmap – high-level milestones and course goals.
Module & Lesson Outline – tasks for each module, lesson, or unit.
Scriptwriting & Assets – scripts, slide decks, and supporting files.
Recording & Editing – production tasks and dependencies.
Quality Review & Publishing – checks, feedback, and release tasks.

Each list uses custom fields and statuses so you can see where every course component stands at a glance.

Use ClickUp Views for Clear Tracking

Within each list, switch between helpful views to better manage your course workflow:

List view – detailed task rows with custom fields for lesson type, owner, and due date.
Board view – Kanban-style columns by status (for example, Idea, In Progress, In Review, Complete).
Calendar or Timeline view – visualize script, recording, and launch dates on a schedule.
Table view – data grid for sorting and filtering large course catalogs.

Use filters to show work by course, module, assignee, or date so your team can focus on what matters now.

Configure Course Tasks and Fields in ClickUp

Each course-related task in ClickUp can be configured with structured information so tracking stays consistent across the workspace.

Set Up Task Details for Each Lesson

Create a task for each lesson or learning unit in the relevant list.
Add a clear title, such as the lesson name or module number.
Use the task description to outline objectives, key talking points, and required assets.
Assign the task to the responsible course creator or subject-matter expert.
Set start and due dates to keep the lesson aligned with the course timeline.

Use Custom Fields in ClickUp for Better Tracking

In the Online Course Tracking setup, custom fields help you categorize and prioritize tasks consistently. Common field types include:

Course Name – to group lessons under a single program.
Module Number – for quick ordering and navigation.
Content Type – video, quiz, worksheet, or reading.
Complexity or Effort – simple, medium, or advanced.
Status Tags – script complete, ready to record, editing required.

Use these fields to build filtered views that instantly show where content is blocked or ahead of schedule.

Manage Workflows for Online Courses in ClickUp

The Online Course Tracking solution in ClickUp uses status-based workflows to move each lesson from idea to published asset.

Define Statuses for Course Production

Typical statuses in the ClickUp AI Agent workspace for course work might include:

Backlog
Outline Drafted
Script In Progress
Script Ready for Review
Recording Scheduled
Editing
Ready to Publish
Published

Customize these statuses to reflect how your production team works, keeping the flow simple enough to track at a glance.

Use Automations and Checklists in ClickUp

To streamline recurring work, use checklists and automations where available:

Create checklists inside each task for subtasks like research, script draft, slide design, and recording.
Standardize checklists across tasks so every lesson follows the same quality steps.
Set up automations (if enabled in your workspace) to update statuses or assign reviewers when specific fields change.

This keeps your course progress reliable while reducing manual follow-up.

Collaborate and Review Content in ClickUp

Collaboration is essential when multiple teams contribute to your online courses. The Online Course Tracking framework in ClickUp supports real-time feedback and documentation.

Use Comments, Attachments, and Docs

Within each course task:

Attach scripts, slides, and media drafts directly to the task.
Use comments to capture feedback, questions, and decisions in one place.
Link or create ClickUp Docs for detailed outlines, transcripts, or lesson plans.

Keep every conversation near the work so creators, editors, and reviewers always see the latest decisions.

Monitor Course Progress and Deadlines in ClickUp

Once your structure is in place, use ClickUp views and fields to keep your entire course catalog on track.

Track Progress with Dashboards and Filters

To see the big picture for your Online Course Tracking solution:

Filter lists by status to see lessons stuck in review or awaiting recording.
Sort tasks by due date to catch upcoming deadlines early.
Use high-level views to show progress by course or module.

Share relevant views with stakeholders so they can check status without asking for manual updates.

Learn More About Online Course Tracking in ClickUp

For a detailed overview of this specific AI Agent workspace configuration, visit the official Online Course Tracking page on the ClickUp site here: Online Course Tracking in ClickUp.

By using the dedicated AI Agent workspace, structured lists, and configurable views, you can centralize your entire course creation pipeline in ClickUp, reduce bottlenecks, and deliver courses on time with full visibility for your whole team.

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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