The Campaign Execution Playbook

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.

How to Manage Your Campaign in ClickUp:

1.Move to Active Campaigns List

• Transition the campaign into an Active Campaigns List in ClickUp for full visibility.

2.Assign Task Roles & Ownership

• Use task assignments and custom fields to designate campaign owners and contributors.

3.Optimize Team Resouces

• Visualize team capacity with Workload view, allocate work based on availability, and track bandwidth to avoid overload.

4.Track Campaign Progress & Health

• Use ClickUp Dashboards for real-time visibility into timelines, blockers, and overall campaign health. Automate reminders for upcoming deadlines and overdue tasks.

5.Automate Updates with AI & Agents

• Set up an Agent to send weekly project updates to the campaign channel, summarizing progress, risks, and next steps.

With roles clear, resources aligned, and updates automated, your team can focus on what matters most—delivering creative, high-impact work.

Campaign management now becomes proactive, not reactive, and every stakeholder has the visibility and confidence they need.

How to Execute Campaign Content in ClickUp:

1. Identify Channel Requirements

• Use custom fields or subtasks to specify asset requirements for each promotional channel. AI can review briefs and auto-generate channel-specific tasks.

2. Centralize Asset Management

• Store all written assets, creative files, and drafts in a single ClickUp List or Folder. Use Docs for collaborative editing, commenting, and version control.
• Leverage Connected Search to quickly locate assets across your workspace and connected apps (like Google Drive) for documents, files, creatives, decks, and guidelines. Use it to ask questions, get answers, and resolve version control issues seamlessly.

3. Organize & Assign Work

• Assign tasks to creative/design squads and content teams. Use task dependencies and due dates to clarify priorities and prevent bottlenecks.

4. Use AI + Agents for Ideation, Drafting, and Brand QA

• Use ClickUp AI to draft copy, generate creative ideas, and rewrite or repurpose content based on campaign briefs.
• Feed content drafts to a Content Review Agent that checks for brand/style compliance and suggests improvements based on your campaign brief.

5. Streamline Approval Flows

• Centralize feedback and approvals with ClickUp’s native Proofing and Annotation. Multiple iterations supported—track changes and approvals in one place.

6.Standardize With Checklists & Templates

• Use standardized checklists for asset requirements, QA, and delivery.
• Template Example:
  • Asset drafted
  • Internal review
  • Stakeholder feedback
  • Final approval
  • Ready for channel handoff

With every asset, comment, and approval centralized, your creative process becomes a competitive advantage.

Teams stay in sync, feedback is never lost, and every piece of content is ready for launch—on time, every time.

Want a deeper dive into how content teams can create and deliver with precision and speed using ClickUp AI?

Check out the video walkthrough below:

How to Streamline Campaign Promotion in ClickUp:

1.Identify Promotional Channels

• AI reviews the campaign brief and planning docs to identify all channels (social, blog, email, paid, etc.) needed for promotion.

2.Multi-Channel Handoff Workflow

• Assign and notify each channel team (social, blog, email, etc.) with tailored task templates and subtasks. AI appends channel-specific requirements and deadlines.

3.Schedule & Publish Content

• Use ClickUp to schedule publishing across all channels. Automate notifications and reminders for each team.

No more missed handoffs or last-minute scrambles.

Every channel team knows exactly what’s needed and when, with AI and automation ensuring nothing falls through the cracks. Your campaign launches with confidence—and maximum reach.

How to Track Your Campaign in ClickUp:

1.Centralize and Automate Reporting

• Confirm asset delivery and track progress using ClickUp Dashboards. Leverage custom fields to monitor asset status and ensure alignment with campaign milestones.
• Leverage AI and Agents to automate reporting, send updates, and flag issues based on the data provided.

2.Stay Agile to Pivot (if necessary)

• Track campaign progress and ensure full visibility across multiple campaigns.
• Identify blockers or opportunities early, enabling quick action and flexibility to pivot operations if necessary. Leverage AI for instant updates and recommendations to stay ahead.

3.Document Learnings

• Record retrospectives, learnings, and recommendations in Docs or a dedicated List. AI summarizes feedback and highlights trends for continuous improvement.

With every insight at your fingertips, you can lead with confidence—knowing exactly where your campaigns stand and how to make the next one even better.

The result? A high-performance marketing engine that gets smarter and more effective with every cycle.

With ClickUp and AI, you don’t just keep campaigns afloat—you orchestrate them with precision, speed, and impact. You move from endless admin to effortless alignment.

From scattered status checks to real-time visibility. From missed deadlines to measurable results.

It’s time to leave campaign management behind and embrace the future of campaign execution. Unify your workflows, automate the busywork, and empower your team to do their best, most creative work—every single time.