Marketing Teams

Marketing Teams

Ignite your marketing magic with ClickUp's Marketing Solutions templates! Fire up your campaigns, amplify creativity and streamline your content like never before!

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About this course

Fuel your marketing A-game with ClickUp's Campaign, Creative, and Content templates. Participants will be equipped to elevate marketing methodologies, conquer complexities, and unleash your team's potential like never before. 
 
Target Audience: Marketing team members who do campaign and promotion management, creative and design work, or content management.
 
Time to Complete: 60 minutes
 
Recommended Preparation:
  • Familiarity with using ClickUp or review the ClickUp for Beginners video (20 min).
  • Apply the ClickUp marketing template most applicable for your team goals. (linked inside course).
  • Review the learning path, Marketing Teams.
  • Prepare questions for discussion during the Workshop.
 
Workshop Outline:
  • The Marketing Workflow
    • Intake
    • Project set up and resource management
    • Assignment and oversight
  • Project Structure and Intake Process
    • Marketing functions as folders, Hierarchy review
    • Using forms for intake
    • Customizing forms
    • Forms best practices
  • Project Triage and Resource Management
    • Gathering project details with custom fields
    • Using Views to determine capacity
  • Assigning Work
    • Automatically assign work with automations 
    • Create and project and deliverable structure with templates
  • Managing Work
    • Managing work in two places at once with TIML
    • Manage your work the way you need to with views

Register for live workshop

Event Date Spaces left
Marketing Teams Workshop - 6
Marketing Teams Workshop - 10
Marketing Teams Workshop - 10
Marketing Teams Workshop - 10

Curriculum60 min

  • Register for live workshop 60 min
  • Apply and try the Creative and Design Folder template
  • Apply and try the Content Management Folder template
  • Apply and try the Campaign and Promotion Management Folder template
  • Conclusion

About this course

Fuel your marketing A-game with ClickUp's Campaign, Creative, and Content templates. Participants will be equipped to elevate marketing methodologies, conquer complexities, and unleash your team's potential like never before. 
 
Target Audience: Marketing team members who do campaign and promotion management, creative and design work, or content management.
 
Time to Complete: 60 minutes
 
Recommended Preparation:
  • Familiarity with using ClickUp or review the ClickUp for Beginners video (20 min).
  • Apply the ClickUp marketing template most applicable for your team goals. (linked inside course).
  • Review the learning path, Marketing Teams.
  • Prepare questions for discussion during the Workshop.
 
Workshop Outline:
  • The Marketing Workflow
    • Intake
    • Project set up and resource management
    • Assignment and oversight
  • Project Structure and Intake Process
    • Marketing functions as folders, Hierarchy review
    • Using forms for intake
    • Customizing forms
    • Forms best practices
  • Project Triage and Resource Management
    • Gathering project details with custom fields
    • Using Views to determine capacity
  • Assigning Work
    • Automatically assign work with automations 
    • Create and project and deliverable structure with templates
  • Managing Work
    • Managing work in two places at once with TIML
    • Manage your work the way you need to with views

Live events

Register for live workshop

Event Date Spaces left
Marketing Teams Workshop - 6
Marketing Teams Workshop - 10
Marketing Teams Workshop - 10
Marketing Teams Workshop - 10

Curriculum60 min

  • Register for live workshop 60 min
  • Apply and try the Creative and Design Folder template
  • Apply and try the Content Management Folder template
  • Apply and try the Campaign and Promotion Management Folder template
  • Conclusion