This project focused on building a structured and automated workflow for social media marketing using ClickUp as the central project management tool. The process includes content ideation, creation, review, approval, and scheduling. Posting was automated using apps like Later, or Metricool, significantly reducing manual workload while ensuring a consistent online presence.
Objectives
Establish a repeatable and transparent workflow for social media content.
Automate post scheduling to reduce time spent on manual uploads.
Improve team collaboration and efficiency in the approval process.
Enable real-time tracking of content pipeline and campaign status.
Scope
Included:
Workflow design in ClickUp covering all content stages (ideation to publishing)
Integration of Later for scheduling automation
Setup of a shared content calendar
Automation triggers for scheduling upon approval
Staff training and documentation
Excluded:
Paid ad campaign management
Advanced analytics dashboards (scheduled for future implementation)
Timeline
Duration: 4 weeks (Nov 2022)
Milestones:
Week 1: Planning, workflow mapping, and tool selection
Week 2: ClickUp board setup with custom statuses and task templates
Week 3: Tool integration and automation testing
Week 4: Team training and full system rollout
Methodology / Approach
The project followed an agile-inspired approach with weekly reviews and iterations. Tools used included:
ClickUp for content task tracking and approvals
Google Docs/Drive for collaboration on content drafts
Later for social media post scheduling and automation
Challenges and Solutions
Challenge: Ensuring content went through the full approval chain before being scheduled
Solution: Enforced status progression in ClickUp with required checklist items per stageChallenge: Maintaining quality while increasing automation
Solution: Kept a manual review checkpoint before content auto-published, with flexibility for adjustments
Outcomes / Results
Reduced time spent on scheduling by significantly.
Significantly improved content publishing consistency
Reduced approval and review bottlenecks
Improved team visibility and accountability through the ClickUp dashboard
Lessons Learned
Workflow automation is effective only when paired with clear human oversight
Transparent processes lead to better collaboration and fewer errors
Routine feedback sessions help refine both the workflow and content strategy over time