Social Media Templates in ClickUp

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How to Use Social Media Templates in ClickUp

ClickUp offers ready-made social media templates that help you plan campaigns, organize content, and collaborate with your marketing team in one place. This guide walks you through how to add these templates to your Workspace and customize them for your social media workflow.

What are ClickUp social media templates?

Social media templates in ClickUp are prebuilt views and fields designed for managing channels like Instagram, TikTok, Facebook, LinkedIn, X, and more. They streamline how you:

  • Collect and track content ideas
  • Plan campaigns across multiple channels
  • Schedule posts on a calendar
  • Coordinate approvals with stakeholders
  • Report on post performance and team workload

Each template includes tailored views and custom fields, so you spend less time building structure and more time producing content.

Where to find ClickUp social media templates

You can browse all available templates on the ClickUp Template Center. The social media library includes:

  • Social Media Management for end-to-end production
  • Social Media Planning for high-level campaign planning
  • Influencer and collaboration workflows for creator partnerships
  • Analytics tracking to log performance data

For full details on each template option, review the official article on ClickUp social media templates.

How to add a ClickUp social media template

Follow these steps to add a social media template to a Space, Folder, or List in ClickUp.

Step 1: Open the Templates modal in ClickUp

  1. Sign in to your ClickUp account.
  2. Navigate to the Space, Folder, or List where you want to manage social media content.
  3. Click the + View button or the template icon (depending on your layout) to open the Templates modal.

Step 2: Choose the right ClickUp template

  1. In the modal, go to the Browse Templates or Explore Templates section.
  2. Filter or search for Social Media.
  3. Review template descriptions to confirm what each one includes, such as calendar views, content pipelines, or analytics boards.
  4. Select the template that best matches your process, such as Social Media Management or Social Media Calendar.

Step 3: Import the template into ClickUp

  1. Click Use Template.
  2. Choose the import location (Space, Folder, or List) within ClickUp.
  3. Confirm import settings, such as including sample tasks, assignees, or due dates if those options are available.
  4. Click Use Template or Apply to finish the import.

Once the import completes, your Workspace includes all views, fields, and example tasks defined by that template.

Key views in ClickUp social media templates

Most social media templates in ClickUp ship with a set of views tailored for content planning and production.

Content pipeline view in ClickUp

The content pipeline view usually appears as a Board view with stages like:

  • Backlog or Ideas
  • In Draft
  • In Review
  • Scheduled
  • Published

Drag and drop tasks between columns to track where each post sits in your workflow inside ClickUp.

ClickUp calendar and scheduling views

Calendar views map your tasks to dates so you can see exactly when posts are scheduled to go live. Typical calendar uses include:

  • Planning weekly or monthly publishing schedules
  • Coordinating cross-channel launches
  • Spotting content gaps on specific days or platforms

You can filter the calendar in ClickUp by assignee, platform, campaign, or status to focus on relevant content.

Analytics and reporting views in ClickUp

Some templates include Table or Dashboard-style views to log performance metrics. These views help you compare:

  • Campaign results across platforms
  • Post types that generate more engagement
  • Workload distribution across your social team

Because they are built in ClickUp, you can customize columns, filters, and grouping to match your reporting model.

Custom fields for ClickUp social workflows

Social media templates in ClickUp typically come with custom fields tailored to digital marketing. These make it easier to track all details in one task.

Common ClickUp custom fields for posts

  • Platform (Instagram, TikTok, LinkedIn, etc.)
  • Content type (Reel, Story, Image, Carousel, Short, Post)
  • Campaign name to group related content
  • Post URL to link published content
  • Publish date and time for scheduling
  • Owner or editor for accountability

You can add additional custom fields in ClickUp, such as UTM parameters, budget, or influencer handle, to match your team’s process.

How to customize ClickUp templates for your team

After you import a template, tailor it to your exact workflow.

Adjust ClickUp statuses

Edit task statuses to reflect your real process. Examples include:

  • Idea
  • Briefed
  • Drafting
  • Design in progress
  • Ready for review
  • Approved
  • Scheduled
  • Published

Clear statuses in ClickUp help teammates understand what to do next for every piece of content.

Refine ClickUp views and filters

You can customize each view so that it only displays the data you care about:

  • Filter by platform to create separate boards for each channel.
  • Group by assignee to see who owns which posts.
  • Sort by publish date to prioritize upcoming content.
  • Save filtered views in ClickUp so your team can reuse them.

Standardize templates for recurring work

Inside the imported space, create task templates for recurring content types such as weekly newsletters, monthly announcements, or product launches. These templates in ClickUp should include:

  • A default checklist (copy, design, legal review, scheduling)
  • Pre-filled custom fields
  • Suggested due date offsets
  • Subtasks for each stage of work

Collaboration and approvals in ClickUp

ClickUp social media templates are built for cross-functional teams, from copywriters and designers to managers and external stakeholders.

Use ClickUp comments and assignments

  • Tag teammates in comments for quick feedback.
  • Assign comments to create clear action items.
  • Use threads to centralize conversations around each post.

This keeps all context inside ClickUp, instead of across scattered chats and emails.

Manage reviews and approvals

To create a clear approvals process in ClickUp:

  • Define a dedicated status like Ready for Review or Needs Approval.
  • Use watchers on key tasks so managers get notified.
  • Attach final assets and copy to the task for one-click review.

Best practices for using ClickUp social media templates

To get the most out of these templates, combine ClickUp features with your internal marketing processes.

  • Set recurring tasks for ongoing series or weekly posts.
  • Use tags to mark themes, such as educational, promotional, or community content.
  • Create Dashboards for high-level reporting on campaigns.
  • Automate routine actions like status changes or assignee updates.

Review your structure quarterly to ensure your ClickUp setup still matches your strategy and channel mix.

Learn more and optimize beyond ClickUp

If you want additional guidance on building scalable workflows around these templates, consider consulting resources that specialize in productivity and work management systems. For strategic implementation help that goes beyond ClickUp, you can explore services from Consultevo.

To dive deeper into each specific social media template and see the latest options, always refer to the official ClickUp social media templates documentation. Use those resources together with this how-to guide to quickly stand up a complete social content system and keep campaigns organized from idea to published post.

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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