ClickUp

How to Build a Content Calendar Inside ClickUp

September 15, 2023

On the surface, creating a content calendar might seem like another task to check off your weekly to-dos. But when it comes time to bring it to life, it can suddenly feel really daunting.

Which tool should you use? How should you track your assets? Can you do everything all in one place?

Before you go down that rabbit hole, we’re here to tell you that you might already have the solution: ClickUp. Even though ClickUp is primarily used as a project management tool, it is capable of so much more, including a simplified content calendar.

So, instead of spending hours researching different content calendars, let’s build one inside ClickUp! Watch the video below for the step-by-step breakdown, or keep reading below!

Use tasks to track the status of your content

To make your content calendar functional within ClickUp, you should use tasks like you normally do. Then, you can use statuses to know where anything is at any given time. We recommend including the following statuses:

  • To create
  • In progress
  • Ready for review
  • Needs edits
  • Ready to schedule
  • Scheduled
  • Published

Add tags for easier filtering

To better track and filter all of your assets across platforms, create custom tags for each task. This will also help you track the types of assets you’re creating. Here are the tags we use inside ClickUp:

  • Blog
  • Carousel
  • Email
  • Facebook
  • Freebie
  • Graphic/Image
  • Idea pin
  • LinkedIn

You can add as many as you need to stay on top of everything!

Create custom fields for more detailed tasks

This is where your simple content calendar within ClickUp starts to take shape! In addition to the normal fields inside ClickUp – like assignee and due date – custom fields can house all the necessary information you need without juggling multiple tools and platforms. Custom fields also let you include every single detail of every single asset you’re tracking.

Here are the custom fields we recommend for your content calendar:

  • Publish date: This should be the date you want the asset to go live. The due date should be when you need the actual content finished, so there’s time to review and approve before publishing.
  • Long-text field: We use this custom field to add the captions of each asset.
  • Short-text field: This is where we put the call-to-action (CTA) for each asset.
  • File field: This is where we drop the corresponding images or videos.
  • Dropdown field: We add each month to this dropdown, so we can filter out tasks and assets by month.

Use different views to keep everything on track

One of my favorite things about ClickUp? All the different views you can use to your advantage! And it’s no different inside your content calendar. Here are the views we add to ours:

  • Monthly View: This lets us sort all of our assets by month, which is a helpful way to see what’s coming up in the weeks ahead.
  • Task Calendar: This calendar view gives you a weekly or monthly view of all the due dates. You can also filter in assignees to see what everyone on your team is working on, so you can better plan for future workloads and capacities.
  • Publish Dates Calendar: This is another calendar view that lets us see everything that’s been published (or scheduled) from your task list.

Add automations to streamline communication

To streamline your content calendar even more, you can use one of my other favorite features of ClickUp: automations! This essentially makes ClickUp do internal communication for you, eliminating a lot of manual work. Here’s an example of an automation we set up for our simplified content calendar:

Once the status of a task changes to ‘Ready for Review,’ it will automatically prompt another team member to review that task within a set number of days. That way, we don’t have to send emails or messages prompting someone to take the next step; it’s already in their queue!

Get our Content Calendar ClickUp Template Bundle

If you’re ready to launch your content calendar like, yesterday, we have a ClickUp template bundle waiting for you!

Our Content Calendar ClickUp Template Bundle (say that 5 times fast) gives you instant access to everything you need to organize and run your content calendars inside ClickUp! You’ll get templates and workflows for managing:

  • Blogs
  • Email Marketing
  • Facebook
  • Instagram
  • LinkedIn
  • Pinterest
  • TikTok
  • Twitter
  • YouTube

And it’s waiting for you right now inside the Template Shop!

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