ClickUp Tutorial Video Guide

ClickUp can power your entire tutorial video workflow, from early planning and scripting to reviewing edits and tracking content performance. This guide walks you through how to turn complex processes into clear, engaging tutorials that help your audience learn faster.

Why Use ClickUp for Tutorial Videos

Creating a useful tutorial video takes more than just hitting record. You need a repeatable system that keeps ideas, tasks, and feedback organized in one place.

Here is why a structured workspace helps:

• Centralizes ideas, scripts, assets, and feedback
• Reduces rework by defining steps and ownership
• Makes collaboration between writers, SMEs, and editors easier
• Speeds up publishing with trackable workflows

By modeling each stage of production in ClickUp, you can build a simple pipeline for every tutorial you create.

Set Up Your ClickUp Tutorial Workspace

Start by creating a dedicated space for video content. This keeps your tutorial work separate from other projects and makes reporting easier.

Create a ClickUp Space for Video Production

1. Create a new Space and name it something like “Tutorial Videos”.
2. Add key folders inside the Space, such as:
   • Ideas & Requests
   • Pre‑Production
   • Production
   • Post‑Production
   • Published Library
3. Define custom statuses to match your process, for example:
   • Backlog
   • Planned
   • In Progress
   • In Review
   • Approved
   • Published

The goal is to create a visual pipeline in ClickUp that any teammate can understand at a glance.

Add Custom Fields for Tutorial Tracking

Custom fields turn a basic task into a detailed tutorial record. Add fields such as:

• Video Type (How‑to, Walkthrough, Explainer, Feature demo)
• Target Persona
• Primary Goal (Onboarding, Support deflection, Adoption, Upsell)
• Priority
• Channel (YouTube, LMS, Help Center, Social)
• Due Date and Publish Date
• Owner and Collaborators

These details help you filter your list, spot bottlenecks, and report on which tutorials drive the most value.

Plan Tutorial Topics in ClickUp

Strong tutorials start with a clear user problem. Use idea capture and simple validation to decide what to record next.

Capture Tutorial Ideas

1. Create an “Ideas & Requests” list in your ClickUp Space.
2. Add tasks for each potential tutorial, including:
   • A short title that describes the problem
   • A one‑sentence outcome or promise
   • Links to tickets, FAQs, or customer quotes
3. Use forms or request templates so support, sales, and success teams can submit ideas consistently.

Over time, this becomes your backlog of high‑value tutorial opportunities.

Prioritize Video Topics

Not every idea deserves a full video. Prioritize tutorials using simple, repeatable criteria.

• Impact: How many people struggle with this problem?
• Effort: How long will the script and recording take?
• Urgency: Is it linked to a new feature or a big launch?
• Support Volume: Does it reduce repetitive tickets?

Create a ClickUp view that sorts ideas by priority and due date so your team always knows which tutorial comes next.

Write Clear Scripts with ClickUp Docs

Scripting is where you turn expert knowledge into a concise, step‑by‑step story. ClickUp Docs give you a single place to draft and collaborate.

Build a Reusable Script Template in ClickUp

Create a script template so every new tutorial follows the same structure. For each new video task, attach or link a Doc based on this template.

Include sections such as:

• Working Title and Target Audience
• Problem Statement
• Learning Objectives
• Prerequisites
• Outline of Chapters or Sections
• On‑Screen Actions and Narration
• Call‑to‑Action and Next Steps

Using a consistent template in ClickUp reduces ramp‑up time for new writers and helps editors review content faster.

Collaborate on Scripts Inside ClickUp

Use comments and tasks to refine each script.

• Tag subject matter experts to verify accuracy.
• Ask editors to tighten language and pacing.
• Track revision history to see how the tutorial evolves.
• Convert comments into action items for quick fixes.

When the script is approved, update the task status to move it from pre‑production to recording.

Organize Recording and Editing in ClickUp

Once your script is locked, you need a simple checklist for recording, editing, and approval so no detail is missed.

Create a Recording Checklist

Add a checklist or sub‑tasks under each tutorial task for the recording phase, such as:

• Confirm screen resolution and layout
• Test microphone and audio levels
• Close distracting apps and notifications
• Record raw screen capture
• Record voice‑over or live narration

Checking off these items inside ClickUp keeps your production consistent across all videos.

Track Editing and Review Steps

Editing transforms raw footage into a polished tutorial. Add another checklist or sub‑tasks for:

• Rough cut created
• Intro and outro added
• On‑screen labels or callouts added
• Captions or subtitles generated and proofread
• Brand elements (logo, colors, fonts) applied
• Final quality review completed

Assign each step to the appropriate teammate and set due dates so editors, reviewers, and producers always know what is next.

Publish and Manage Your Tutorial Library in ClickUp

After editing, you need to publish, document, and maintain your tutorial library so viewers can find accurate, up‑to‑date content.

Standardize Publishing Details

For each tutorial task, capture publishing information directly in ClickUp:

• Final title and short description
• Target keywords
• Chapters or timestamps
• Thumbnail link
• URL on your chosen platform
• Embed locations (help center, product, LMS)

Store these details in custom fields or a linked Doc so anyone can quickly locate or update the video later.

Maintain an Updated Tutorial Catalog

As your product changes, some videos will become outdated. Use recurring reminders and statuses to manage your catalog.

• Create a custom field for “Review Date”.
• Set reminders to rewatch and verify accuracy.
• Mark tasks as “Needs Update” when changes are required.
• Link new versions to the original task for full history.

With this approach, ClickUp becomes your single source of truth for all tutorial content.

Learn More and Extend Your Workflow

If you want to explore specialized consulting for process design and content operations, you can visit this consulting resource for additional guidance.

To dive deeper into specific recording and editing tools that complement this workflow, review the original tutorial video software guide on the ClickUp blog at this detailed overview of tutorial video software. Combine those tools with the structured process described here in ClickUp to produce consistent, high‑quality tutorial videos at scale.

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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