How to Use ClickUp for Better Writing Workflows
ClickUp can power an entire writing workflow, from brainstorming ideas to publishing polished long-form content. This step-by-step guide shows you exactly how to set up ClickUp to replace or complement specialized writing tools while keeping everything organized in one workspace.
The examples are inspired by how AI writing tools handle fiction, blog posts, and creative content, then translated into a practical ClickUp setup any team or solo writer can follow.
Step 1: Set Up a ClickUp Space for Content
Start by creating a dedicated Space in ClickUp for all writing projects. This gives you a single hub to manage ideas, drafts, edits, and final versions.
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Create a new Space and name it Content or Writing.
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Choose a color and icon that visually separates it from other work.
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Turn on key ClickUp features like Docs, Custom Fields, and Automations.
Inside this Space, set up separate Folders for the main content categories you handle, such as:
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Blog posts and articles
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Fiction or creative writing
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Landing pages and website copy
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Email sequences and newsletters
Step 2: Build a ClickUp List for Each Content Type
Within each Folder, create a List in ClickUp that matches a specific content type or project phase. This keeps your pipeline easy to scan and track.
For example, in a Blog Folder, you might use these Lists:
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Ideas & Research – for raw ideas, links, and notes
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In Progress Drafts – work actively being written
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Editing & Review – pieces waiting for revisions
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Ready to Publish – final content queued for release
ClickUp makes it easy to move tasks between Lists as a piece of content advances through your process.
Step 3: Create ClickUp Task Templates for Articles
Every article or story becomes a task in ClickUp. To save time and standardize your workflow, build a task template that includes all the information you need for each piece.
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Open any List and click to add a new task.
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Give it a sample title, such as “Article Template”.
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Add Custom Fields for critical data, such as:
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Target keyword or topic
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Audience or persona
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Word count target
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Publishing channel
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In the task description, add a consistent outline:
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Working title
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Hook or opening idea
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Key sections and subheadings
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Call to action
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Save this task as a ClickUp template so you can reuse it for every new article.
Step 4: Use ClickUp Docs for Long-Form Drafts
While tasks in ClickUp hold the high-level info, Docs are where you actually write and refine long-form content. Docs can be attached directly to the related task, keeping everything in context.
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Open the task for your article or story.
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Create a new Doc from within the task or attach an existing one.
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Use headings, bullet points, and comments in the Doc to structure your writing.
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Share the Doc with collaborators for feedback, using comments and suggestions for smooth editing.
This structure works well for fiction and creative writing too. Each story or chapter gets a dedicated task, and the text itself lives in the attached Doc, with ClickUp handling scenes, plot points, or revision notes as subtasks or checklist items.
Step 5: Organize Revision Cycles in ClickUp
Most AI writing tools emphasize quick iterations and revisions. You can mirror that speed and consistency by modeling your revision process directly in ClickUp.
ClickUp Statuses for Drafting and Editing
Customize statuses so you always know where each piece stands:
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Idea
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Outline
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First Draft
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Revisions
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Final Review
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Published
Each status change becomes a visible milestone. You can also assign tasks to editors or reviewers as the piece moves forward.
Subtasks and Checklists in ClickUp
Turn your editing steps into subtasks or checklist items inside each writing task. Examples include:
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Check clarity and flow
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Improve transitions between sections
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Verify data and links
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Optimize for search (headings, meta, internal links)
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Final proofread
Because ClickUp tracks task completion, you can quickly see which articles are stuck and which are ready for publishing.
Step 6: Integrate AI Writing into ClickUp
If you use AI tools for brainstorming or rewriting, you can keep that work aligned with your ClickUp process instead of scattering drafts across multiple tabs and apps.
Use this practical workflow:
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Keep core briefs and outlines inside the related task in ClickUp.
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Generate drafts in your preferred AI tool.
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Paste the draft into the Doc attached to the task.
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Use comments to mark areas that need fact-checking, personalization, or stronger narrative.
This approach gives you the creative benefits of AI writing while ClickUp provides structure, tracking, and collaboration.
To explore more about alternative AI writing approaches, review this overview of tools compared to Sudowrite: Sudowrite alternatives article.
Step 7: Build a Publishing Calendar in ClickUp
Once your writing workflow is stable, turn your tasks into a visual calendar so you can see what is publishing and when.
Calendar View in ClickUp
In the List or Folder that holds your articles, add a Calendar view:
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Click Add View and select Calendar.
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Map each task to a publishing date via a date field.
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Color-code tasks based on status or content type.
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Drag tasks on the calendar to adjust publish dates quickly.
This calendar doubles as your editorial plan and makes it easy for teams to spot gaps or overlaps.
Dashboards for Content Performance
If you track performance metrics, you can create a Dashboard in ClickUp that surfaces:
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Number of articles in each stage
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Content published per week or month
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Owners and workloads by writer or editor
This gives managers and writers a shared view of progress without needing separate reporting tools.
Step 8: Streamline Collaboration with ClickUp
Collaboration is where ClickUp shines compared to many specialized writing apps. Everything from brief to final copy lives in one place, with comments and notifications keeping the team aligned.
Use these practices:
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Assign each task to a primary writer, and use watchers for editors and stakeholders.
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Use comments on tasks for big-picture decisions and comments in Docs for sentence-level suggestions.
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Mention teammates with @ to request feedback, approvals, or fact checks.
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Use Automations to notify editors when a task moves to “Final Review”.
You can extend this structure to client work, agency teams, or cross-functional content projects.
Next Steps: Optimize Your ClickUp Content System
Once your basic writing process is running smoothly inside ClickUp, you can keep refining it with better templates, smarter Custom Fields, and more focused editorial rules.
If you want expert help designing a scalable content and SEO system around ClickUp, you can work with a specialist consultancy such as Consultevo to map out workflows, automations, and analytics tailored to your team.
By turning ClickUp into your central hub for planning, drafting, editing, and publishing, you create a flexible, AI-friendly environment that supports any kind of writing—long-form articles, fiction, sales copy, and more—without losing structure or visibility.
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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