ClickUp: AKA, my secret to staying consistent with content

If you’re struggling to stay consistent or on top of your social media, the answer to your problems might just be in ClickUp!

ClickUp is an all-in-one management tool that I’ve come to really rely on in my business for many things, but primarily, allowing me to effortlessly keep on top of my social media. 

As a marketer, I’m responsible for not only my own social media, but many of my clients and using ClickUp has really changed the game for me when it comes to sticking to my content strategy, especially when it comes to setting reminders. 

It might sound simple, but by setting up reminders and tasks, I’m able to efficiently manage mine and my client's social media.  In today’s blog, I’m going to show you exactly how I do this!

Before we start, I want to note that I use ClickUp in conjunction with Airtable which is another amazing tool that enables me to keep on top of my social media. Airtable is where I create and store my content (you can read more about how I use it in detail, in this blog!). Combine Airtable and ClickUp together and you’re onto a winner!

The general layout

To keep things organised in ClickUp, you can create Spaces.

I have a Marketing Space which has a social media folder in it. You can also create lists within this folder depending on if you prefer to organise yourself in note form.

But to make the most out of ClickUp, I highly recommend creating a folder and using it to set up tasks and accompanying reminders as this is what changed things the most for me! 

So what tasks and reminders did I set up to streamline my and my client's social media management? Let’s get into it! 

Task 1: Have a strategy session

If you want to get organised when it comes to your content, having a strategy session at the start of each month (or at the end in preparation for the month ahead) is essential!

Whether you do this on your own or bring in an expert to help (like me! You can read more about what happens in a content planning session here), it’s important to have these monthly to keep on top of things. 

So this is the first task I set up and I have ClickUp remind me of it once a month. 

Task 2: Create content 

After a strategy session, you want to set reminders to actually create all of the amazing content you’ve planned out!

How you work best will impact what type of reminders you need to set, so make sure to set up tasks and reminders that suit you!

For example, some people prefer to write all of their copy first and then create their design assets, others like to put together everything for each individual post at a time.

If you prefer the first way, you might have two reminders: one to write the copy and another to design the assets. 

One of the reasons ClickUp is so amazing is because it is completely customisable to how you work, so tailor it to suit you!

Task 3: Schedule content

Depending on what scheduling platform you use (I highly recommend Metricool by the way- you can read about it here!), you will be able to schedule most of your content to go out automatically.

However, there are some forms of content that you can’t schedule. In addition to this, some content you might want to post manually to better utilise the features of the social media app you’re using. For example, sharing an Instagram story with a poll. 

This is when ClickUp really comes into play as you can set reminders to schedule specific posts so you never miss one!

Task 4: Engagement 

I like to set tasks to engage on my social accounts after I’ve posted to check how things are going and spend some time engaging. 

Using ClickUp to remind me means that I don’t have to worry about remembering when I’ve scheduled a post because I’ll just get a handy little reminder!

Task 5: Analytic check 

It can be very easy on social media to post and then instantly want to analyse your post's performance. But I recommend looking at your content as a whole, from a wider perspective at the end of each month as this gives you a much better overall view. 

This way you’ll be able to pinpoint top-performing posts and evaluate how well your content is supporting you in reaching your goals! 

However, it can be easy to forget to do this monthly when you’re busy, so setting that task up in ClickUp can be a lifesaver!

More than reminders

Although ClickUp is amazing for helping keep me on top of my content schedule and strategy, it’s also helped play a key role in other areas of my business such as project management, admin, sending proposals, tracking time…all of it!

So getting to grips with using it to support your social media strategy is just the start of what you can do! 

Plus, as previously mentioned, it’s very easy to customise and build around what works for you which is why I highly recommend it as a tool to help you get organised and grow your business. 

If you want more recommendations when it comes to marketing and business tools, I post monthly blogs about just that! You can check out my previous ones here and remember to keep an eye out for next month!

Emily Lewis

Emily Lewis is the Founder of TwoFold and a Squarespace Website Designer. Based in the UK.

Having spent years working for a marketing agency and as an in-house Marketer, Emily started her own website design company with marketing at the forefront. She has been a finalist for South Wales Business Awards Young Entrepreneur of the Year 2023, as well as UK Paid Media Awards 2022 'Best Use Of LinkedIn Ads'.

https://twofold-studios.com/
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