ClickUp Whiteboard Animation Guide

ClickUp can be the central hub for planning, scripting, and managing your whiteboard animation projects from idea to final video. This how-to guide walks you through setting up a repeatable workflow so every animation is clear, on-brand, and delivered on time.

Using ClickUp alongside your preferred whiteboard animation software, you can organize ideas, manage tasks, and keep collaborators aligned in one workspace.

Why Use ClickUp For Whiteboard Animation Projects

Traditional whiteboard animation tools help you draw, animate, and export videos. ClickUp complements these tools by managing the process around them: ideas, scripts, feedback, and delivery.

With ClickUp, you can:

• Centralize scripts, storyboards, voiceover notes, and assets.
• Track progress from concept to final render.
• Assign responsibilities and deadlines to your creative team.
• Standardize repeatable workflows using templates and views.

For inspiration on tools to pair with your workspace, review the whiteboard apps discussed in the original article at ClickUp’s guide to whiteboard animation software.

Set Up Your ClickUp Space For Animation

Before building tasks, configure a simple structure in ClickUp. This ensures every project follows the same clear path.

Create a ClickUp Space For Video Production

1. Log in to your workspace.
2. Create a new Space named “Video Production” or “Whiteboard Animations”.
3. Choose folders for major content categories, such as:
   • Client Videos
   • Marketing Campaigns
   • Internal Training
4. Within each folder, create a “Projects” List to store each animation job.

This structure keeps every whiteboard animation organized while allowing you to adapt ClickUp as your library grows.

Add Essential Custom Fields in ClickUp

Custom Fields help you track unique details for animation projects. In ClickUp, add fields such as:

• Video Length (number or dropdown: 30s, 60s, 90s, 2+ min)
• Animation Style (dropdown: whiteboard, explainer, mixed media)
• Priority (dropdown or flag)
• Client / Department (text or dropdown)
• Due Date and Publish Date

These details help you filter projects and make decisions quickly inside ClickUp.

Build a Repeatable ClickUp Workflow

A reliable whiteboard animation workflow has predictable phases. In ClickUp, represent each phase with task statuses and standard tasks.

Define ClickUp Statuses For Each Phase

In your List settings, create clear statuses, for example:

• Backlog
• Concept & Brief
• Script Draft
• Storyboard
• Voiceover & Assets
• Animation In Progress
• Review & Revisions
• Final Render
• Delivered

These statuses make it easy to see where every video stands at a glance in any ClickUp view.

Create a ClickUp Template Task For Animations

Instead of rebuilding tasks each time, use a template in ClickUp.

1. Create a new task called “Whiteboard Animation Template”.
2. Add subtasks for each step, such as:
   • Gather project requirements
   • Research topic and audience
   • Draft script
   • Script review and approval
   • Create storyboard frames
   • Storyboard review
   • Record or source voiceover
   • Design visual assets
   • Animate scenes in whiteboard software
   • Internal quality check
   • Client or stakeholder review
   • Apply revisions
   • Export final video
   • Archive assets and documentation
3. Assign default owners where appropriate (e.g., scriptwriter, animator).
4. Save the task as a template in ClickUp so your team can reuse it.

Now, every new whiteboard animation can start from the same proven process.

Plan Concepts and Scripts in ClickUp

Great whiteboard animations start with a strong idea and clear script. Use ClickUp to capture and polish both.

Capture Ideas With ClickUp Tasks and Whiteboards

Use a dedicated “Ideas” List or view to store concepts.

• Create one task per idea with a short description and any reference links.
• Add tags like “educational”, “product”, or “onboarding”.
• Use Whiteboards and Docs within ClickUp to map out flows, draw simple structures, and link related tasks together.

This keeps creative sparks organized until you are ready to turn them into full projects.

Write and Collaborate on Scripts in ClickUp Docs

1. Create a Doc inside the relevant project task.
2. Outline your structure: hook, problem, solution, call to action.
3. Draft the script with clear voiceover lines and notes for visuals.
4. Use comments and suggestions so collaborators can give feedback directly in ClickUp.
5. Link the Doc to your main task and related subtasks such as storyboard and voiceover.

Working this way keeps every revision in one place instead of scattered across email threads.

Manage Production Tasks in ClickUp

Once your script is approved, you can coordinate your animation software work from ClickUp using timelines and assignments.

Assign Tasks and Deadlines in ClickUp

For each subtask in your template:

• Assign it to a clear owner (scriptwriter, illustrator, animator, editor).
• Set realistic due dates that line up with your publishing schedule.
• Attach design briefs, brand guidelines, and voiceover files.
• Link to scenes or projects in your whiteboard animation software.

This allows team members to work in their preferred tools while tracking everything centrally inside ClickUp.

Use ClickUp Views to Track Progress

Different views highlight different parts of your workflow.

• Board View: Visual pipeline of statuses from Concept to Delivered.
• List View: Detailed task list with custom fields, due dates, and owners.
• Calendar View: Overview of script deadlines, animation milestones, and publish dates.
• Gantt View: See dependencies between scripting, storyboarding, voiceover, and animation.

These views help you forecast workloads and avoid bottlenecks in your animation schedule.

Review and Improve Using ClickUp

Whiteboard animations usually require several review cycles. ClickUp makes these loops easier to manage and track.

Streamline Feedback in ClickUp

To handle reviews efficiently, you can:

• Use comments on tasks and Docs for time-stamped feedback.
• Mention collaborators with @ to notify them of requested changes.
• Attach review versions of videos and label them with version numbers.
• Track requested changes as checklist items inside the task.

This creates a transparent history of what changed and why, which is especially useful for client-facing projects.

Standardize Future Projects With ClickUp Templates

Once you have delivered a few successful whiteboard animations, refine your process in ClickUp:

• Update your template task with improved checklists and subtasks.
• Adjust statuses or custom fields to match how your team really works.
• Create a project template List for repeated series or campaigns.

Over time, this gives you a mature production system that is easy to roll out for new animations.

Next Steps: Scale Your Workflow With ClickUp

By combining your preferred whiteboard animation software with structured project management in ClickUp, you can handle more projects with less confusion and clearer communication.

To further optimize your content operations and integrations around ClickUp, you can explore specialized consulting resources such as Consultevo for help designing scalable workflows and automations.

Set up your Space, build a reusable template, and start managing your next whiteboard animation in ClickUp so your team can focus more on creativity and less on chaos.

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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