How to Manage Programmatic Advertising in ClickUp

ClickUp can be your central workspace for planning, executing, and optimizing programmatic advertising campaigns, keeping every brief, asset, and report organized in one place.

This how-to guide walks you through setting up a clear structure, automations, and collaboration workflows so your media, creative, and analytics teams can move faster and stay aligned.

Why Use ClickUp for Programmatic Advertising

Programmatic advertising involves many moving parts: strategy, audiences, creative, budgets, and reporting. Managing all of this in ClickUp helps you:

• Standardize briefs and approvals
• Track every campaign from idea to reporting
• Keep stakeholders aligned across channels and markets
• Centralize documents, assets, and performance notes

Before building your workspace, review your current process and decide which steps you want ClickUp to standardize or automate.

Step 1: Plan Your Workspace Structure in ClickUp

Start by designing a simple information architecture in ClickUp so everyone knows where to find campaigns and updates.

Create a Space for Programmatic Advertising in ClickUp

1. Create a dedicated Space, such as Programmatic Advertising.
2. Set permissions so media teams, creative teams, and stakeholders can access what they need.
3. Add a color and icon so this Space stands out in your ClickUp sidebar.

Set Up Folders for Key Workstreams in ClickUp

Inside your Space, organize work with Folders that reflect how you actually run campaigns, for example:

• Strategy & Planning
• Campaign Production
• Live Campaigns
• Optimization & Testing
• Reporting & Learnings

Each Folder will contain Lists and tasks that match your day-to-day workflow in ClickUp.

Step 2: Build Campaign Lists and Custom Fields in ClickUp

Use Lists in ClickUp to group tasks by campaign, channel, or client so performance and status are easy to scan.

Create Campaign Lists in ClickUp

1. Within Campaign Production, create Lists such as:
   • Q1 Prospecting Campaigns
   • Q1 Retargeting Campaigns
   • Brand Awareness
2. Within Live Campaigns, mirror these Lists so you have a clear view of what is in market.
3. Within Reporting & Learnings, create Lists for monthly or quarterly reports.

Configure Custom Fields for Programmatic in ClickUp

Custom Fields help you capture consistent data across campaigns in ClickUp. Useful options include:

• Platform (Dropdown: DV360, The Trade Desk, Amazon, Meta, etc.)
• Objective (Dropdown: Awareness, Consideration, Performance)
• Audience Type (Dropdown: Prospecting, Retargeting, CRM)
• Budget (Currency)
• Flight Dates (Start and Due Dates)
• Geo (Text or Dropdown)
• Creative Status (Dropdown: Briefed, In Design, In Review, Approved)

Apply these Custom Fields at the List level in ClickUp so every new task automatically inherits them.

Step 3: Standardize Campaign Briefs in ClickUp

Consistent briefs reduce back-and-forth and speed up production. Use templates in ClickUp to standardize what information teams must provide.

Build a Campaign Brief Template in ClickUp

1. Create a new task and name it Programmatic Campaign Brief Template.
2. In the task description, add sections like:
   • Background & Objectives
   • KPIs & Measurement
   • Audience Details
   • Geo & Inventory Preferences
   • Budget & Pacing
   • Creative Requirements & Specs
   • Timeline & Milestones
3. Attach example reports, brand guidelines, and spec sheets to the task.
4. Save the task as a template in ClickUp so teams can reuse it for every new campaign.

When a new campaign is requested, create a task from this template so all required fields and sections are already in place.

Step 4: Coordinate Creative Production in ClickUp

Creative production often slows down programmatic advertising. Centralize it in ClickUp to make approvals faster and more transparent.

Track Creative Tasks in ClickUp

1. Create a List called Creative Production under Campaign Production.
2. For each campaign, create tasks like:
   • Display banner set
   • Video edits
   • Landing page variants
3. Use Custom Fields such as Format, Dimensions, and Language.
4. Attach files, comments, and feedback directly to each task in ClickUp.

Set Up Approval Workflows in ClickUp

Use statuses and assignees to handle approvals efficiently:

• Draft → In Review → Needs Changes → Approved
• Mention stakeholders with comments for sign-off.
• Use watchers so key team members receive updates automatically.

This keeps creative feedback and final files traceable across your ClickUp workspace.

Step 5: Manage Launch and Trafficking in ClickUp

Once creative and targeting are locked, use ClickUp to coordinate trafficking and launch tasks so nothing is missed.

Create Launch Checklists in ClickUp

1. For each campaign List, create a task called Launch Checklist.
2. Add subtasks for critical steps, such as:
   • Tagging and tracking implementation
   • Pixel or conversion setup verification
   • QA of audiences and exclusions
   • Budget and bids configuration
   • Creative uploads and naming conventions
3. Assign subtasks to media, analytics, or engineering as needed.

Once a campaign goes live, move its task from Campaign Production to the Live Campaigns Folder in ClickUp.

Step 6: Track Optimization Activities in ClickUp

Ongoing optimization is where programmatic advertising delivers the most value. ClickUp helps document every change and test.

Log Optimization Tasks in ClickUp

1. Create a List named Optimizations under Optimization & Testing.
2. For each change, create a task with:
   • What will be changed (bids, audiences, placements, creatives)
   • Why you are making the change
   • Expected impact
   • Start date and review date
3. Link the optimization task to the main campaign task using relationships in ClickUp.

This creates a clear audit trail of actions taken and supports better reporting and learnings.

Step 7: Document Reporting and Insights in ClickUp

Use ClickUp to capture performance results and insights so your organization can reuse learnings in future campaigns.

Create Reporting Templates in ClickUp

1. In the Reporting & Learnings Folder, create a task called Monthly Programmatic Report Template.
2. In the description, add sections for:
   • Topline performance summary
   • Performance by platform and audience
   • Creative winners and losers
   • Key optimizations taken
   • Recommendations and next steps
3. Save this task as a template so you can clone it each month in ClickUp.

Store Insights Libraries in ClickUp

Create a List named Insights Library where you log recurring patterns, such as:

• High-performing audiences and contextual signals
• Best-performing creative formats and messages
• Seasonal behaviors and benchmarks

Link these insight tasks back to individual campaigns using relationships in ClickUp so teams can quickly see relevant learnings.

Step 8: Improve Collaboration with ClickUp Views

Different teams need different views of the same information. ClickUp Views help you create focused dashboards without duplicating work.

Use Board and List Views in ClickUp

• Board view: Visualize campaigns by status (Planning, In Production, Live, Completed).
• List view: Show all campaigns with Custom Fields visible for quick scanning.

Filter by owner, platform, or objective so users see only what matters to them.

Create High-Level Stakeholder Views in ClickUp

For leadership or clients, build simplified Views:

• Hide internal-only fields and subtasks.
• Show status, budget, and key dates.
• Pin comments containing summaries or decisions.

This makes ClickUp an accessible single source of truth for all programmatic work.

Next Steps and Additional Resources

Once your core structure is in place, you can further enhance your ClickUp setup with automations, integrations, and dashboards. To see how advanced work management consulting can support your implementation, visit Consultevo.

For more context on how this workspace connects to broader workflows, review the original programmatic advertising content at this ClickUp programmatic advertising page.

By designing a clear structure, standardizing templates, and documenting optimizations, you can use ClickUp to run programmatic advertising with greater control, transparency, and speed.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

Get Help

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