Planning Your Ultimate Social Media Calendar in ClickUp: A Step-by-Step Guide

The ever-buzzing world of social media demands consistency, creativity, and strategy. Feeling a tad overwhelmed? Don’t fret! ClickUp, with its dynamic features, can be your guiding star to social media mastery. Let’s delve into how you can use ClickUp to map out a complete social media calendar and ensure you’re always on top of your game.

1. Start With the Calendar View

Visualizing your posts spread across the month can provide clarity and ensure you’re striking a balance between different content types and platforms.

How to Use:
-Set up a new folder titled ‘Marketing’
-Within this, create lists like “Instagram,” “Metrics,” “Email, and “Blog”
-Switch to the calendar view. Now, as you add tasks (or posts) under each list, you’ll see them populating on your calendar.

2. Harness the Power of Custom Fields

Not every post is the same. Some may be promotions, others could be user-generated content, while some might be thought leadership articles.

How to Use:
-Customize each post’s details using custom fields. Examples include “Post Type” (Image, Video, Carousel), “Content Theme” (Promo, User Story, Blog Share), and “CTA” (Link in Bio, Swipe Up, Comment Below).

3. Repurposing Content Efficiently

You don’t need to reinvent the wheel every day. Some content, especially evergreen pieces, can be repurposed across platforms.

How to Use:
-When you find content that performs exceptionally well on one platform, duplicate the task in ClickUp and adjust it to fit another platform’s requirements.
-Use the comments section within the task to discuss with your team how best to repurpose it for different channels.
-Pro-Tip: Set up an automation for this process. Either recreate high-performing content or come up with new ideas from your old content. My Business Suite Template comes with this 
4. Organize with Tags

Tags can help you quickly identify the nature or theme of the post at a glance.

How to Use:
-Use tags like Promotion, UGC, BlogShare, or even campaign-specific ones like SummerSale2023.
-Filtering using these tags can quickly provide you with insights. For instance, how many promotional posts are scheduled in a week?

5. Streamline with Automations

Automations can eliminate manual, repetitive steps, ensuring nothing slips through the cracks.

How to Use:
-Set up an automation that once a post’s status is changed to “Published,” a reminder is set for a week later to check its performance.
-Set up an automation that once a post’s status is changed to “Published,” all assignees are removed and it’s in a “done” status

6. Collaborate and Refine

Social media is often a team effort, involving creators, designers, and copywriters.

How to Use:
-Use ClickUp’s comment and assignee features. If a post needs a graphic, assign it to the designer. Awaiting caption? Tag the copywriter in the comments.
-Review past months, and see what worked and what didn’t. This reflection can guide more purposeful planning for upcoming months.
Wrapping things up…
Planning your social media in ClickUp isn’t just about organization, it’s about maximizing impact. By leveraging these features, not only will you keep the content chaos at bay, but you’ll also optimize your strategy, ensuring your social media shines as bright as your business’s purpose.

Ready to elevate your social media prowess? Grab a template today! 

Are you in a place in your business where you may need a Certified Online Business Manager? Let’s chat. 

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