ClickUp's hierarchy allows marketing teams to organize their Workspace efficiently.
Here are some Workspace hierarchy best practices for marketing teams:
We recommend creating a single Marketing Teams Space so that everyone can work together and collaborate effectively from one place.
By working in the same Space, your entire marketing team can use comments and @mentions anywhere to notify teammates about the progress of projects or tasks and collaborate efficiently.
Within the Marketing Teams Space, each marketing team or primary function is separated by Folders.
Use the Creative Folder as a place for the creative team to manage their projects and assets.
Campaigns & Promotions
This Folder can be used by the marketing team to manage their current campaigns and promotions.
In this Folder, the content marketing team can manage their website, blog, and social media work.
This Folder can be used by the marketing team to manage incoming marketing requests which can then be routed to the appropriate teams or manage other high-level team operations.
Lists are containers for your day-to-day work. Think of Lists as tabs within the Folders.
The Creative Folder contains the following Lists:
The Creative Projects List is where the creative team can manage all of their ongoing projects at a high level.
The Asset Library List can be used to capture an asset library, where each task represents an asset.
Use Relationships to connect these assets to the relevant creative projects for your team.
Campaigns & Promotions
The Campaigns & Promotions Folder contains the following Lists:
The Campaigns List can include all of your marketing team's planned and ongoing campaigns.
The Promotions List can include all of your marketing team's planned and ongoing promotions.
The Content Folder contains the following Lists:
This List can contain all of the work and content needed for your website such as logos, graphics, and images.
This List can contain all of the content and posts for your blog.
This List can contain all of the content and posts for your social media accounts.
The Team Operations Folder contains the following Lists:
You can use this List to manage all incoming marketing requests. To receive and organize marketing requests, we recommend creating a marketing request Form at the Marketing Teams Space level using Form view.
When a marketing request Form is submitted, a task will be created in the Incoming Requests List, and using an Automation, the task will be added to the relevant Folder (Creative, Campaigns & Promotions, Content) based on type.
To learn more about this workflow and how to set it up for your marketing team, check out this article.
Tasks are the actionable items meant to progress from open to closed, using task statuses. Each task will always have one parent List, but they can also be shared with other Lists for your convenience.
The task statuses in your Marketing Teams Space should differ based on hierarchy location to allow for customized workflows based on the marketing function.
In any Workspace location not included here, the task statuses should default to the Marketing Teams Space level statuses.
Marketing Teams Space
The following statuses can be assigned at the Marketing Teams Space level of your Workspace:
Campaigns & Promotions Folder
The following statuses can be assigned at the Campaigns & Promotions Folder level of your Workspace:
The following statuses can be assigned at the Content Folder level of your Workspace:
Creative Projects List
The following statuses can be assigned at the Creative Projects List level of your Workspace:
Asset Library List
The following statuses can be assigned at the Asset Library List level of your Workspace:
If you'd like to learn how to create these task statuses in your own Workspace, check out this article.