Remote Video Production With ClickUp

Using ClickUp to manage remote video production gives your team a single place to plan, script, record, edit, and deliver every asset without chaos or confusion.

This how-to guide walks you through building a complete remote video workflow, based closely on the proven process described on the ClickUp remote video production blog post.

Step 1: Define Your Remote Video Goals in ClickUp

Start by clarifying what you want each video to achieve and how it supports your broader marketing or learning strategy.

1. Create a new Space or Folder in ClickUp dedicated to Video Production.

2. Add high-level Lists for each video category, such as Product Demos, Tutorials, Webinars, or Social Clips.

3. For each List, define your primary goal in the description (e.g., sign-ups, trial activations, education, or customer support deflection).

Clear goals help every remote team member—from writers to editors—stay aligned on what success looks like.

Step 2: Build a Remote Video Production Workflow in ClickUp

Next, translate your production process into a repeatable workflow in ClickUp so every video follows the same steps.

Set Up ClickUp Statuses for Video Stages

Design custom statuses that match each stage of your remote video pipeline. For example:

• Backlog

• Brief in Progress

• Script in Progress

• Script Review

• Ready to Record

• Recording

• Editing

• Internal Review

• Client or Stakeholder Review

• Revisions

• Approved

• Scheduled / Published

These statuses become the backbone of your workflow and are easy to track in ClickUp views such as List, Board, or Calendar.

Create a Video Task Template in ClickUp

Turn your workflow into a reusable task template so every new video starts with the exact same structure.

1. Create a new task called something like “Video Template – Do Not Edit” in your Video Production List.

2. Add a detailed task description that outlines:

   • Overview and goal

   • Target audience

   • Key message and call-to-action

   • Channels (YouTube, website, social, email)

   • Primary and secondary keywords

3. Add checklists for each phase (brief, scripting, storyboarding, recording, editing, review, publishing).

4. Save this task as a ClickUp template so it can be applied to any new video task.

With a single template, your remote team never has to guess what comes next.

Step 3: Capture Ideas and Briefs in ClickUp

A strong video begins with a clear concept and brief. Centralize these early steps inside ClickUp so remote contributors always work from the same source of truth.

Use ClickUp Custom Fields for Creative Details

Add custom fields to your video tasks to keep important information visible at a glance, such as:

• Video type (tutorial, promo, webinar, case study)

• Length target (30 seconds, 2–3 minutes, long-form)

• Priority level

• Due date and release date

• Primary persona

These fields make it easy to filter and sort videos when you have a big remote content pipeline.

Organize Remote Brainstorming

Use Docs in ClickUp to brainstorm ideas, outline series concepts, and capture stakeholder input.

• Create a shared Doc called “Video Idea Bank” linked to your production Space.

• Encourage teammates to add ideas with short summaries and potential titles.

• Convert the best ideas into video tasks directly from the Doc.

This gives your remote team a living backlog of concepts ready for production.

Step 4: Manage Scripting and Storyboarding With ClickUp

Scripting is where your message and visuals come together. Keeping this step inside ClickUp helps you avoid version chaos.

Draft Scripts in ClickUp Docs

For each video task:

1. Create a linked Doc titled with the video name and “Script”.

2. Outline the structure: hook, problem, solution, proof, call-to-action.

3. Use headings and bullet points for clear, skimmable sections that your remote presenters and editors can follow.

Because Docs live alongside the task, everyone—writers, producers, presenters—sees the latest version instantly.

Collaborate and Comment in Real Time

Remote collaboration is smoother when feedback is centralized.

• Use comments in ClickUp Docs to ask questions, suggest line changes, or flag unclear sections.

• Assign comments to specific teammates so ownership is always clear.

• Resolve comments once updates are complete to keep scripts tidy.

This structure mirrors the collaborative remote script development process outlined in the original ClickUp production article.

Step 5: Coordinate Remote Recording in ClickUp

Once scripts are approved, coordinate remote filming so presenters and crew know exactly what to do and when.

Use ClickUp Tasks to Schedule Shoots

For each video task:

• Add subtasks for key recording milestones, such as Setup, Test Recording, Main Shoot, and Backup Shoot.

• Assign each subtask to the appropriate remote team member or presenter.

• Set due dates and time estimates so everyone can manage their schedule.

Attach screen recordings, webcam tests, or sample footage directly to the task so editors can review quickly.

Standardize Remote Recording Instructions

To keep quality consistent across remote locations, add a checklist to your ClickUp template that covers:

• Camera and microphone settings

• Framing and background guidelines

• Lighting recommendations

• File naming conventions and upload locations

By using the same checklist for every video, you minimize re-records and keep your remote workflow efficient.

Step 6: Streamline Editing and Reviews in ClickUp

Editing often involves the most back-and-forth. ClickUp helps you centralize feedback and keep revisions manageable.

Track Editing Progress With ClickUp Views

Use Board view to move each video task through statuses like Editing, Internal Review, Stakeholder Review, and Approved.

• Attach draft cuts as files or share links from your chosen editing platform.

• Use the task description to log change requests and version notes.

• Assign the task to editors or reviewers as it moves through each status.

This simple visual workflow makes it easy for remote teams to see where every video stands.

Centralize Feedback and Approvals

Instead of scattering feedback across chat threads and emails, keep it all inside the video task in ClickUp.

• Use comments for time-stamped notes (e.g., “At 0:23, trim the pause”).

• Mention stakeholders with @ tags when you need specific approvals.

• Change the task status to Approved once all decision-makers sign off.

This keeps a clear audit trail of who requested what and when, which is especially important for distributed teams.

Step 7: Schedule, Publish, and Analyze Using ClickUp

After approval, make sure the final video actually gets in front of your audience and that the results are tracked.

Use ClickUp to Plan Your Content Calendar

Turn your video List into a content calendar.

• Switch to Calendar view and drag tasks to their planned publish dates.

• Use custom fields for channel and campaign tags.

• Filter the view by List or tag to see only certain types of videos.

This gives your remote marketing or content team an at-a-glance look at the upcoming video schedule.

Log Performance Data in ClickUp

Once videos are live, record simple performance metrics inside each task.

• Add custom fields for views, watch time, click-through rate, or conversions.

• Update these fields weekly or monthly from your analytics tools.

• Use ClickUp reports to see which video types or topics perform best.

By closing the loop on results, you can refine your remote production strategy over time, just like the example process on the ClickUp blog.

Optimize Your Remote Video Stack Around ClickUp

When you use ClickUp as the hub of your remote video production process, every contributor works from the same roadmap—from idea to script to final upload.

If you want help structuring your workspace, you can also learn from external workflow specialists such as Consultevo, who focus on building scalable process systems.

Set up your core template, define clear statuses, and centralize collaboration. With that foundation in ClickUp, your remote video production can scale while staying organized, predictable, and fast.

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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