How to Use ClickUp for Marketing Teams

Did you just create a ClickUp workspace for your internal marketing team, but have no idea how to set it up?
Well, you've come to the right place. This video walks you through the exact set up you can use to create better visibility, clarity, and to help your team do better work, faster.
Here's what's included:
0:00 - Introduction
0:21 - The Best Hierarchy for Marketing Teams
6:56 - Creating a Process Library
17:30 - 4 Custom Fields You Need
22:42 - Adding Work to ClickUp
22:42 - Views You Need
33:45 - Dashboards for Campaigns
35:18 - Conclusion
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📕 Read the written version: www.zenpilot.com/blog/clickup...
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[@TheMerryBeggars]

One question: if you use an individual list for all the campaigns and the campaigns contain a lot of different deliverables, how do you get an overview of the blog calendar or the social calendar or the podcast calendar? Or do you use another tool for that?

[@ZenPilot]

You can use a custom field to help with this. In the video, I'm using a "Work Category" drop down custom field. You can use this to be very high level and have options like content, SEO, website, etc. OR you can make it more specific and label it blog, podcast, case study, etc. OR you have the option to have two different custom fields and leave the one as "Work Category" and create another as "Deliverable Type". Once you have those custom fields in place, you can create a view at the campaign folder level to see all of the campaign deliverables, or just filter down using your "Work Category" and/or "Deliverable Type" custom fields!

[@AdminTeam-uo4mf]

Wow! A lot packed into this video. I'm hoping you can answer some questions. 1) It seems that with this set-up you don't need a lot of automations to move from one step to the next to alert your team that their task is now ready to work on. Is that because of the dependency map? 2) Also, let's say I'm ready to work on my step but it follows after a previous step. Can I move ahead with my work or is it blocked until the other person completes their step? 3) We don't work in campaigns. Could this set up be used to launch our Podcast Episode with all the workflow templates that follow that, ie blog post from the podcast, Pinterest/FB/IG marketing posts promoting the podcast, etc.? Thank you so much. Your information is really valuable.

[@ZenPilot]

Hi there! Great questions. 1. Yup. Don't rely on automations. The dependency map can help, but we mainly use that for remapping due dates. We strongly advise that your team works in those subtasks and communicates with each other in the parent task. If you create a single source of communication and your team has good habits, it should be very easy to get your team working together and passing work back and forth. 2. These dependencies aren't hard and you can work ahead if you want. You can use a blocked status if you want. But again, I'd rely on communication happening in that parent task. 3. Yes it could! You could just rely on that marketing management folder with work category lists and get rid of the campaigns list. But are you an agency or internal marketing team? If agency, check out this video:kzbin.info/www/bejne/iZXJZaubed2Igbc

[@TheMerryBeggars]

@@ZenPilot - re: my question above. Would it be good to focus on campaigns or channels as lists?

[@susanleonardson9562]

I love your videos and I've been following along, but your other videos label this space as Growth with Marketing and Sales folders. Now you moved the Marketing folder up to a space, so this video doesn't seem relevant to the system your other videos have set up. Maybe I'm missing something, but I'm going to dismiss this video as not helpful when building it the other way.

[@ZenPilot]

Hi there! This is a completely different use case than an agency or professional services team. This video is for an internal marketing team, NOT someone serving customers. That is why it looks much different than the other videos.