How to Build a Press Kit in ClickUp

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How to Build a Press Kit in ClickUp

Creating a professional press kit in ClickUp helps you keep brand assets, company facts, and media resources in one organized, shareable workspace. Using templates and structure from a proven press kit framework, you can streamline how journalists, partners, and influencers access your story.

This step-by-step guide walks you through setting up a press kit inside ClickUp, based on the structure and content ideas from the original press kit templates guide.

Why Build Your Press Kit in ClickUp

A well-designed press kit saves time for both your team and the media. Building it in ClickUp lets you combine documents, tasks, files, and links in a single workspace that stays up to date.

Key benefits of using ClickUp for your press kit include:

  • Centralized storage for brand assets, logos, and photos
  • Easy collaboration across marketing, PR, and leadership
  • Fast updates when company facts or messaging change
  • Shareable links so media always see the latest version

Plan Your ClickUp Press Kit Structure

Before creating anything, define the structure of your press kit. This mirrors the sections recommended in the source guide and ensures media can quickly find what they need.

Common sections to plan for:

  • Company overview and key facts
  • Brand story and mission
  • Leadership bios
  • Logos and brand assets
  • Product screenshots or photos
  • Press releases and media coverage
  • Contact information

Decide which of these sections you’ll include and how they will map to the tools inside ClickUp (Docs, tasks, and attachments).

Set Up a Space or Folder in ClickUp

Start by creating a dedicated home for your press resources.

  1. Create a new Space or Folder named something like “PR & Press Kit” in ClickUp.

  2. Add a separate List called “Press Kit” for all core assets.

  3. Set permissions so only relevant team members can edit, while others have view-only access.

This gives you a clean foundation to organize press materials, tasks, and approvals.

Create a Main ClickUp Press Kit Doc

The heart of your press kit should be a ClickUp Doc that acts as a single, public-facing hub.

  1. Inside your Press Kit List, create a new Doc named “Press Kit.”

  2. Turn on the sharing option so you can generate a public link when you’re ready.

  3. Add a simple table of contents at the top for quick navigation.

From here, build out sections following proven press kit templates.

ClickUp Company Overview Section

In the first section of your Doc, include a concise overview of your company. Use the recommendations from the press kit templates as a guide.

Suggested elements:

  • One-sentence company description
  • Short paragraph about your product or service
  • Launch year, headquarters, and markets served
  • Key stats (customers, users, growth metrics) if you choose to share them

ClickUp Brand Story and Mission Section

Next, create a section that tells your story in a narrative style.

  • Explain the problem your company set out to solve
  • Describe your mission and core values
  • Include milestones or turning points in your growth

Keep this brief and engaging so media can quickly understand your angle.

Add Leadership Bios in ClickUp

Journalists often need background on founders and executives. Create a clear leadership section in your press kit Doc.

  1. List each key leader with a subheading.

  2. Under each name, add a short bio, role, and notable achievements.

  3. Include links to professional profiles or previous interviews if available.

For more visual organization, you can create a separate ClickUp Doc titled “Leadership Bios” and link to it from the main press kit hub.

Organize Brand Assets With ClickUp Attachments

Logos and visual assets are critical for any press kit. ClickUp makes it easy to centralize and label these files.

  1. Create a task called “Brand Assets” in your Press Kit List.

  2. Attach multiple logo formats (PNG, SVG, EPS) to the task.

  3. Upload brand color palettes, icon sets, and typography guides as needed.

  4. Use custom fields or tags to label file versions (for example, “Full Color,” “Monochrome,” or “For Dark Backgrounds”).

In your main press kit Doc, add a section titled “Logos & Brand Assets” and link directly to this task so media can download files quickly.

Showcase Product Visuals in ClickUp

High-quality visuals help illustrate your product story. Use ClickUp tasks and Docs to collect screenshots and photos.

  1. Create a task named “Product Screenshots & Photos.”

  2. Upload product interface screenshots, lifestyle photos, and device mockups.

  3. Add captions or short descriptions in the task description to explain each image.

You can also embed images directly in the press kit Doc for a quick preview, while still linking to the task for full-resolution downloads.

Store Press Releases and Coverage in ClickUp

Press releases and past media coverage show proof of traction and help journalists understand previous story angles.

ClickUp Press Releases Section

  1. Create a List inside your PR & Press Kit Folder called “Press Releases.”

  2. Add a task for each release with the date in the task title.

  3. Attach the final PDF or link to a ClickUp Doc with the full text.

In your main press kit Doc, include a “Press Releases” section that links to this List or to individual tasks for major announcements.

ClickUp Media Coverage Section

  1. Create a task named “Media Coverage Highlights.”

  2. List key articles, podcasts, and interviews with links, publication names, and dates.

  3. Add labels like “Feature,” “Mention,” or “Review” to categorize coverage.

Summarize top pieces in your press kit Doc and link to the detailed task for more context.

Set Up Press Contact Details in ClickUp

Every press kit needs a clear point of contact.

  1. Create a short section in your Doc titled “Press Contact.”

  2. List a dedicated email address and, if appropriate, a phone number.

  3. Add a link to a ClickUp Form if you want to manage inbound media requests as tasks.

Using a form connected to a List called “Media Requests” lets your team track follow-ups and deadlines directly in ClickUp.

Review and Collaborate on Your ClickUp Press Kit

Before you share your press kit publicly, collaborate with stakeholders to ensure accuracy and consistency.

  1. Invite marketing, PR, and leadership to comment directly in the ClickUp Doc.

  2. Use assigned comments to track requested edits or approvals.

  3. Create a checklist task called “Press Kit Final Review” to confirm that all sections are complete, branded, and up to date.

This collaborative workflow ensures that messaging and visuals align with your brand standards.

Publish and Share Your ClickUp Press Kit

Once everything is reviewed, you’re ready to share your press kit with the world.

  1. Enable public sharing for your main press kit Doc in ClickUp.

  2. Copy the share link and add it to your website’s media or press page.

  3. Include the link in your email signatures or PR outreach messages.

Because your press kit lives in ClickUp, any updates you make will instantly be reflected in the shared version, so you never have to resend files.

Maintain and Update Your ClickUp Press Kit

A press kit is a living resource. Set up simple routines in ClickUp to keep it accurate.

  • Use recurring tasks to remind your team to review company stats and bios quarterly.
  • Add subtasks for each section that might need periodic updates.
  • Track new media coverage and add it to your coverage task as it appears.

By using the task and Doc features together, you create a lightweight content management system that keeps your press presence current.

Next Steps for Optimizing Your ClickUp Press Kit

Once your press kit is active in ClickUp, consider refining it with expert help on branding, copy, and SEO to improve discoverability and usability.

You can explore additional optimization support from Consultevo, which specializes in structured content and search-friendly documentation.

By following these steps and adapting the structure from the official press kit templates, your ClickUp workspace becomes a powerful, organized hub that makes it easier for media, partners, and stakeholders to tell your story accurately and consistently.

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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