×

Social Media Management in ClickUp

/ ClickUp / By

Social Media Management in ClickUp: Step-by-Step Guide

ClickUp makes it easy to organize social media content, plan campaigns, and track performance in one place so your team can manage every channel from a single workspace.

This how-to guide walks you through setting up a simple, scalable workflow so you can move from idea to published post with full visibility.

Why Manage Social Media in ClickUp

Using one central platform reduces manual work and keeps your team aligned. A structured setup helps you:

  • Collect ideas and content requests
  • Plan posts by channel, date, and campaign
  • Collaborate with writers, designers, and stakeholders
  • Manage approvals and status updates in real time
  • Track performance and iterate on content

Step 1: Create a ClickUp Space for Social Media

Start by dedicating a Space to all social media work so tasks, docs, and dashboards stay organized.

  1. Create a new Space and name it something like Social Media or Marketing & Social.

  2. Add team members who should have access, such as marketing, design, and leadership.

  3. Set permissions so editors can update tasks while stakeholders can review progress.

Within this Space you can build a structure that matches the way your team plans and publishes content.

Step 2: Build Social Media Lists in ClickUp

Lists act as containers for tasks and can represent channels, campaigns, or time periods. A clear List structure is key for fast planning.

Common List structures in ClickUp

  • By channel: Instagram, LinkedIn, X/Twitter, Facebook, TikTok, YouTube
  • By campaign: Product Launch, Brand Awareness, Seasonal Promotions
  • By time frame: Weekly or monthly content calendars

Choose one primary structure and keep it consistent so reporting and filtering stay simple.

Create your first List in ClickUp

  1. Inside your Social Media Space, create a new Folder called Content Calendar.

  2. Within that Folder, add a List, for example Monthly Schedule.

  3. Use this List to host all posts planned for a specific period across channels.

Step 3: Add Custom Fields for Social Media in ClickUp

Custom Fields help you track exactly what you need for each post, directly on the task.

Useful Custom Fields include:

  • Channel (Dropdown: Instagram, LinkedIn, etc.)
  • Content type (Image, Reel, Story, Carousel, Blog promo)
  • Campaign (Product name or initiative)
  • Publish date (Date field)
  • Copy approved? (Yes/No or Dropdown)
  • Design status (Not started, In progress, Done)
  • Link or asset URL (Text or URL field)

Once added, these fields will appear on all tasks in the List and can also be used in custom views.

Step 4: Create Social Media Tasks in ClickUp

Each task represents an individual post or asset. Tasks centralize copy, images, comments, and status updates.

How to create tasks for posts

  1. Open your social media List.

  2. Create a task for each post, such as Instagram post: New feature teaser.

  3. Fill in the Custom Fields for channel, campaign, and publish date.

  4. Assign the task to the owner responsible for drafting or publishing.

  5. Add the post copy and hashtags in the task description.

  6. Attach images or design files directly to the task.

You can also use subtasks or checklists to track smaller steps like drafting, design, legal review, and scheduling in your publishing tool.

Step 5: Use ClickUp views to Plan and Track Posts

Different views in ClickUp show the same tasks in layouts that support planning and execution.

Calendar view for scheduling in ClickUp

Calendar view is ideal for visualizing when posts go live.

  1. Add a Calendar view to your List or Folder.

  2. Set it to display tasks by the publish date Custom Field.

  3. Filter by channel, campaign, or assignee to see focused schedules.

  4. Drag and drop tasks on the calendar to adjust dates quickly.

Board view for workflow management in ClickUp

Board view helps you move content through stages like a kanban board.

  1. Create a Board view and group tasks by Status.

  2. Set simple stages such as Backlog, Drafting, In Review, Scheduled, and Published.

  3. Drag tasks between columns as work progresses.

List and Table views in ClickUp

List or Table views make it easy to audit content across campaigns.

  • Show key Custom Fields as columns.
  • Sort by publish date or campaign.
  • Filter by channel to see only one platform at a time.

Step 6: Manage Collaboration and Approvals in ClickUp

Collaboration features reduce confusion and keep feedback organized.

Comments and @mentions in ClickUp

Use comments inside each task to keep discussions tied to specific posts.

  • @mention teammates for feedback or questions.
  • Convert action items in comments into tasks when needed.
  • Use threaded replies to keep context clear.

Approval workflow in ClickUp

Set up a clear approval path so nothing is published without review.

  1. Define who approves copy, design, and final publishing.

  2. Use a Status like Needs Review to signal when a post is ready for approval.

  3. Tag approvers in a comment and request confirmation.

  4. Move the task to Approved or Scheduled once confirmed.

Step 7: Use Templates to Scale Social Media in ClickUp

Templates help you avoid rebuilding the same structure every week or campaign.

Create a post template in ClickUp

  1. Open a task that already contains your ideal description, checklist, and Custom Fields.

  2. Save it as a task template.

  3. Apply this template whenever you create a new post.

You can also save entire Lists as templates with statuses, views, and Custom Fields already configured for your next campaign.

Step 8: Track Results and Optimize in ClickUp

While native analytics live in your social platforms, you can still track key metrics inside tasks for better context.

  • Add fields for impressions, clicks, saves, or conversions.
  • Update metrics after posts go live.
  • Filter and sort by performance to see what works best.

Dashboards can then summarize content volume, status breakdown, and basic performance at a glance.

More Help and Resources for ClickUp Social Media Workflows

To explore official resources on social media workflows, see the dedicated section on the ClickUp Help Center: ClickUp for social media management.

For additional strategy support, workflow design, or implementation services, you can also visit Consultevo to learn more about expert consulting options.

By setting up a clear structure in ClickUp and standardizing how you plan, approve, and track posts, your social media management becomes more predictable, collaborative, and scalable across every channel.

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

“`

Verified by MonsterInsights