How to Plan Your Campaign in ClickUp:
1.Capture Kickoff Meeting and Campaign Plan
- Use ClickUp’s AI Notetaker to capture campaign planning meetings.
- Instantly summarize discussions, decisions, and action items.
2.Create Dedicated Chat Channel
- Create a campaign-specific Chat channel for all planning comms. Use AI to auto-link relevant tasks, docs, and briefs to conversations.
- Tip: Keep all campaign-related discussions in this channel for transparency and easy reference. Use AI to create new tasks directly from chat, ensuring nothing falls through the cracks.
3.Generate Campaign Doc with Ask AI
- Use Ask AI in ClickUp Docs to generate your campaign structure and logistics based on your meeting notes from Step 1.
- Collaborate in real time—edit, comment, and @mention stakeholders.
4.Finalize Your Campaign Brief
Use Ask AI to outline campaign objectives, target audience, key messages, and campaign type in your Doc. ClickUp AI will align your plans into a formal campaign brief, including deliverables, timeline and milestones.
5.Share and Align for Stakeholder Approval
- Share for stakeholder review and feedback.
- Route the brief for approval using ClickUp’s approval workflows. AI can summarize feedback and flag outstanding approvals.
With your campaign strategy and plan locked in, you’re not just ready to start—you’re ready to win.
The foundation is set, the team is aligned, and every detail is captured in one place. Now, it’s time to move from planning to execution.