Execute Your Marketing Campaigns With Efficiency


Plan, execute, and track your campaigns seamlessly from start to finish with marketing teamwork connected in one place.

Free forever.
No credit card.

4.6 stars25,000+ reviews from

Trusted by 2 million+ teams

Template

Grab the free template


Everything you need to plan, execute, and manage your marketing campaigns on one platform, complete with sample tasks for every phase and essential elements to get you started.

- Ready-to-use, fully customizable Workspace
- Advanced features for complex needs
- Get started in seconds

Marketing list view

Video

Watch the video


Watch how ClickUp's customizable templates empower marketing teams to efficiently plan, execute, and manage campaigns with sample tasks and advanced features, all in one platform.

How to Launch Campaigns With ClickUp


With multiple teams involved and countless tasks to manage, keeping everything on track can be a challenge. ClickUp simplifies the process, bringing all your campaign planning, task management, and performance tracking into one powerful platform.

This guide will walk you through the essential steps to plan, execute, and optimize your marketing campaigns with ClickUp, ensuring that your team stays aligned and delivers impactful results every time.

1288x362

Collaborate on your campaign plan


Effective campaign execution starts with seamless communication.

Use ClickUp Chat to organize your team’s discussions into dedicated channels for brainstorming, strategy, and feedback. By keeping everything centralized, team members can share ideas, offer feedback, and instantly link important resources without switching between apps.

As your team's campaign ideas develop in Chat, you can convert those discussions into actionable tasks and link ClickUp Docs and Whiteboards to the conversation, ensuring all feedback is accessible in one place.

As soon as a plan is approved, everyone knows exactly what to do next.

Chat marketing

Set Up Campaign Tasks with ClickUp AI

Once the campaign concept is in place, use ClickUp AI to automate the next steps.

AI helps transform your brainstorms into structured tasks, allowing your team to focus on creativity rather than administrative work. ClickUp AI’s Connected Search also lets you easily find files or assets across your Workspace and integrated apps like Google Drive or Figma.

For instance, after a brainstorming session in ClickUp Chat, AI can automatically generate tasks for ad creation, content writing, and social media posts.

Need to access past designs or copy? Connected Search ensures your team finds everything in seconds, whether it’s in a Doc, Task, or an integrated app.

Connected AI for Content Repurposing

Organize Campaign Content and Briefs with ClickUp Docs


Centralizing your campaign materials is key to maintaining clarity.

ClickUp Docs allows you to store your creative briefs, messaging strategy, and all content in one organized location. Team members can collaborate in real-time, leave comments, and link tasks to keep track of the latest updates and ensure alignment across teams.

Picture your team refining the messaging strategy for a new product campaign. The marketing team writes ad copy directly in ClickUp Docs and links it to tasks for the design team, so they have all the content in one place when creating visuals.

Feedback loops happen instantly as teammates leave comments and suggestions right within the document.

Marketing Content Brief Doc

Execute and manage campaign tasks


Once your campaign content is finalized, managing tasks becomes crucial.

List View allows you to organize tasks by priority, team, or due date. Paired with Sprints, you can break tasks into manageable workloads and ensure timely execution. Customizing your tasks with Custom Fields ensures you capture important details like task dependencies, deadlines, and content approval stages.

For instance, your design team is assigned tasks for creating social media graphics, while your content team focuses on writing. Using List View, you can easily track progress across teams, ensuring all content is completed in line with your campaign’s timeline.

Marketing list view v2

Track performance and next steps


Tracking your campaign progress and results is essential for optimization.

ClickUp Dashboards offer a comprehensive view of key performance metrics, such as engagement, conversions, and budget allocation. Additionally, sharing performance updates in ClickUp Chat or Task Comments ensures everyone stays informed without needing additional meetings. ClickUp AI can also summarize performance results, allowing the team to stay aligned on the go.

Imagine your paid ad campaign is live across multiple platforms. With Dashboards, you’re able to track how well each channel is performing, while discussing performance adjustments in ClickUp Chat. If any issues arise, your team can quickly pivot by analyzing results, discussing strategy in Chat, and updating tasks all within the same space.

Drilldown in Sprint cards

Final Takeaways


ClickUp brings all your campaign tools—chat, docs, tasks, and AI—into one seamless platform that helps your team plan, execute, and optimize campaigns efficiently.

By eliminating silos, improving communication, and providing real-time insights, ClickUp empowers your marketing team to consistently launch successful campaigns.

Collaborate Seamlessly

Use ClickUp Docs, Whiteboards, and Chat to centralize your planning and maintain communication throughout your campaign.

Stay Organized

Track tasks and progress with Custom Fields, List View, and Board View to ensure every campaign stays on schedule.

Optimize with AI

Let ClickUp AI handle content creation, summarizing reports, and finding critical information across your workspace and connected apps.

Analyze for Future Success

Use ClickUp Docs for retrospectives, gathering insights that inform and improve future campaigns.

Customer Story

Cartoon Network doubles output in 50% less time with ClickUp


Cartoon Network doubled content output and reduced time to publish by 50% using ClickUp as their single source of truth for social media management.


“Anybody on the global marketing team can find the social publishing plan, the YouTube plan, and the strategy doc, and they can even get the link to our social media report. They can go back and see reports from old campaigns and understand what worked and what didn't work."

—Sarah Lively, Director of Social Media at Cartoon Network

Cartoon Network Card cover

Ready to Get Started?

gantt.png

Get the Marketing Campaign Management Template

Grab the template for free