Let’s be real—managing social media content can feel chaotic. From brainstorming ideas to scheduling posts, there are tons of moving parts that need to align. That’s why having a solid social media pipeline can be a total game changer.
And here’s the good news:
ClickUp makes it easier than ever to stay organized and streamline your content process.
With ClickUp, you can:
Create tasks for each post
Use dashboards tailored to every major social network
Leverage the Universal Content feature to manage content creation like a pro
In this blog, we’ll walk you through how to build an effective social media pipeline using ClickUp, so you can keep your content strategy stress-free and on track.
Social Media Pipeline
Creating a social media pipeline in ClickUp starts with setting up a dedicated workspace for managing all your social media efforts. Within this workspace, you can create folders and lists that represent each stage of your content workflow like “Content Ideas,” “Content Production,” and “Scheduled Posts.” This structure helps streamline the process and keep everything organized.
Begin by creating tasks in the “To-do” status. As work progresses, update the task status to “Prework,” then move it through various custom stages depending on your team’s process and the content type. Each task can be enriched with custom fields to track important information such as publishing dates, assigned team members, due dates, and content types (e.g., video, carousel, reel).
One of the biggest advantages of using ClickUp for a social media pipeline is the ability to visualize and manage the entire process in one place. This improves organization and ensures that every step from idea generation to publishing is accounted for.
Content Calendar
Creating a social media calendar is closely linked to content creation. It involves scheduling your social media posts in advance.
It also helps you keep a regular posting routine, track the content creation process, and organize posts by various factors like social network, publishing date, and content types.
Content calendar streamlines the process, making it quicker to fill in and providing a clear framework for creating future social media calendars.
Guideline List
In ClickUp, you have the flexibility to create comprehensive guidelines for content writing or general social media practices.
By setting up these guidelines, you ensure that everyone on your team has a clear understanding of the expectations and standards for each piece of content.
Additionally, you can create separate guidelines tailored to each specific pipeline.
For instance, if you have different types of content or video content, you can create unique guidelines that address the specific needs and requirements of each type of content.
This approach helps maintain consistency and quality across all platforms and content types, ensuring that every piece of content aligns with your brand’s standards and goals.
Create a Task
- Start by creating a new task under the “ToDo” status.
- Name the task using this format: `[(Sr.#)-(Title of the post)]`
- Select the platform where the post will be published from the “Distribution Platforms” dropdown.
- Set the task’s due date, ensuring it’s at least 7 days before the publishing date.
- Copy the instructions from the Post Request Form into the task’s description and create a checklist based on these instructions.
- Assign the publishing date using the custom field “Publishing Date”.
Assign Task Status
Once the task is created, its status will be updated to “Prework” and will progress through various stages depending on the post’s design and preparation.
There is the task Status Flow that you can follow through the whole process.
- ToDo: Assigned to new post ideas approved in the ClickUp Social Idea Bank.
- Prework: The task moves here for research and asset gathering.
- Copy in Progress: Once Prework is complete, the task moves here for copywriting.
- Review: After the copy is written, it moves here for review, updates, and approval. Feedback is added to the ClickUp Copy Dump document.
- In Design: After copy approval, the task moves here for post-design, including review, updates, and final approval. Feedback is stored in the Comments & Feedback Database folder.
- Finalized Post: Assigned when the design is approved and the post is ready for publishing.
- Published: Assigned once the post is published according to the content calendar.
- Audit: Conduct a post-publishing audit as needed.
Creation & Storage of Designs
When designing a post, use the template available in the Figma account. If you use another tool or create a new design, ensure the color scheme aligns with your brand. Once approved, store the finalized post and any variations or drafts in the “Designed Post” folder.
Best Practices:
- Name the design using this format: `[(publish date)-(Title of the post)-(final/draft(1,2,3,…)]`.
- Store the design in the folder corresponding to the post’s publish month (e.g., a post scheduled for October should be stored in the October folder).
Social Media Task Management
All social media-related tasks, except for the actual post creation, can be neatly organized in a separate pipeline.
This pipeline is perfect for handling tasks that might not directly involve creating content but are still crucial to your social media strategy.
For instance, you can create tasks for managing your social media accounts like Facebook or LinkedIn, and for planning and refining your overall strategy.
This way, everything connected to your social media efforts, even the behind-the-scenes work, has its own place and stays organized.
Once a task is created, the status of the task will be changed to Prework and so depending upon the stage of the task.
Here’s a brief explanation of each social media task management pipeline’s status:
- Backlogged: Tasks that are on hold or not yet scheduled to start.
- Open: Tasks that have been acknowledged but are awaiting action.
- In Progress: Tasks currently being worked on.
- Third-party Activity: Tasks that depend on or are being handled by an external party.
- Pending: Tasks that are awaiting further input or action before progressing.
- Review: Tasks that have been completed and are under review for approval or feedback.
- Done: Tasks that are fully completed and approved.
- Closed: Tasks that are finished and no longer require any action.
Simplify Social Media with ClickUp
An efficient social media pipeline is essential for staying organized, maintaining consistency, and reducing the stress of managing multiple platforms. By leveraging ClickUp’s customizable features, such as task statuses, content calendars, and guideline management, you can streamline your entire social media workflow. From ideation to publishing, everything becomes more efficient, collaborative, and trackable.
With the right tools and strategies in place, you’ll not only save time but also create more impactful content that resonates with your audience.
Ready to take control of your social media workflow? Book a Free Process Audit with ReadyLogic and discover how we can help you optimize your workflows, boost efficiency, and unlock your business’s full potential.
A social media pipeline is a structured workflow for managing content creation, scheduling, and publishing tasks. It helps you stay organized, save time, and ensure consistency in your social media strategy.
ClickUp allows you to create a dedicated workspace, manage tasks, and set custom fields like publishing dates and content types. It provides dashboards tailored to each social platform, ensuring seamless content management.
The key stages include ideation, prework, copywriting, review, design, publishing, and auditing. Tools like ClickUp help track and manage these stages efficiently.
You can use ClickUp to schedule social media posts by assigning publishing dates, platforms, and content types. A content calendar keeps your posting routine consistent and your strategy organized.
Yes, ClickUp offers flexibility to customize task stages, timelines, and guidelines based on your team’s needs, ensuring your pipeline aligns with your unique workflow.
ClickUp streamlines workflows boosts team collaboration, organizes tasks, and keeps deadlines on track, saving time and reducing stress in social media management.
By using task statuses like “ToDo,” “In Progress,” “Published,” and “Audit” in ClickUp, you can track progress and ensure every task is completed on time.
ClickUp integrates with tools like Figma for design, Google Drive for file storage, and other platforms to streamline the content creation process.
Set up guidelines in ClickUp to ensure content quality and consistency. You can create platform-specific guidelines to align with brand standards.
Yes, ClickUp is highly scalable and works for small businesses and large teams, offering features to streamline social media management for any team size.
