🎯 Purpose

This library helps small businesses and entrepreneurs use ClickUp as a central operating system — not just a task list.

These prompts enable you to:

• Standardize workflows across marketing, sales, delivery, and admin

• Build repeatable project systems instead of recreating work

• Collaborate across teams without chaos

• Scale output without burning out

The result: more output, less overwhelm, and consistent growth.

🧰 How to Use

1. Open ClickUp and navigate to ClickUp AI inside any Doc or Task.

2. Copy the prompt you want to use.

3. Replace variables in [brackets] (see Variables Legend below).

4. Run the prompt → Review → Save the output to:

   • A Doc, Template, Checklist, or SOP

5. Apply it to real workflows (and reuse often).

🅰️ Section A — System Setup & Workflow Architecture

🎯 Objective

Create the foundational folders, views, SOPs, and workflows that make ClickUp your business HQ.

Prompt A1 — Business Ops Workspace Blueprint

Use/Objective: Create your ClickUp workspace structure.

Copy-me Prompt: Business Ops Workspace Blueprint

Role: You are an operations systems architect setting up ClickUp for a small business.

Assumptions: The business wants to centralize workflows, documents, and communication.

Inputs: [BUSINESS NAME], [INDUSTRY / NICHE], [TEAM SIZE], [GOAL]

Tasks:

1. Recommend a workspace → spaces → folders → lists structure.

2. Name each list based on core business processes.

3. Assign owner(s) and responsibilities per space.

4. Suggest views (Board, List, Calendar, Dashboard) for each use case.

Guardrails: Structure must be simple, scalable, and beginner-friendly.

Output: ClickUp workspace architecture map.

Prompt A2 — Standard Operating Procedure Template

Use/Objective: Create a reusable SOP template for all workflows.

Copy-me Prompt: SOP Template Generator

Role: You are a process documentation specialist.

Inputs: [PROJECT TYPE], [WORKFLOW STAGE], [TONE]

Tasks:

1. Create a fill-in SOP with clear numbered steps.

2. Add a “Quality Standard” and “Done Definition” section.

3. Include common pitfalls + troubleshooting notes.

Guardrails: Must be skimmable and step-by-step.

Output: SOP Template formatted for ClickUp Docs.

🅱️ Section B — Task & Project Management Templates

🎯 Objective

Standardize projects so your team knows exactly what to do and when.

Prompt B1 — Repeatable Project Plan Template

Use/Objective: Turn recurring work into reusable task templates.

Copy-me Prompt: Project Task Template Builder

Role: You are a project manager creating reusable workflows.

Inputs: [PROJECT TYPE], [TEAM SIZE], [GOAL]

Tasks:

1. Break [PROJECT TYPE] into phases.

2. Create tasks under each phase.

3. Add roles, assignees, and due date rules.

4. Include review checkpoints, not just tasks.

Guardrails: Avoid unnecessary complexity; must scale.

Output: Ready-to-save ClickUp task template structure.

Prompt B2 — Daily & Weekly Team Workflow Routines

Use/Objective: Build consistent weekly execution habits.

Copy-me Prompt: Team Rhythm Builder

Role: You are a performance operations consultant.

Inputs: [TEAM SIZE], [GOAL], [TONE]

Tasks:

1. Create daily task checklists for individual contributors.

2. Create weekly planning & review task lists for leadership.

3. Assign each routine to the right ClickUp list and recurring schedule.

Guardrails: Keep routines realistic — must be achievable, not overwhelming.

Output: Daily + Weekly workflow checklist templates.

🅲 Section C — Content & Marketing Workflows (High Demand Use Case)

🎯 Objective

Use ClickUp to manage content pipelines, social calendars, and campaigns.

Prompt C1 — Content Production Pipeline

Use/Objective: Build a content workflow that moves ideas → finished posts.

Copy-me Prompt: Content Workflow Builder

Role: You are a senior content operations manager.

Inputs: [INDUSTRY / NICHE], [GOAL], [PLATFORMS], [TONE]

Tasks:

1. Create a list with pipeline statuses (Idea → Draft → Edit → Schedule → Published).

2. Define required custom fields (topic, keyword, CTA, platform).

3. Generate task templates for Video, Blog, Email, Short-Form Clips.

4. Include a quality control checklist.

Guardrails: Ensure workflow prevents bottlenecks and rework.

Output: Complete ClickUp content pipeline.

Prompt C2 — Campaign Execution Playbook

Use/Objective: Plan and run multi-channel marketing campaigns.

Copy-me Prompt: Campaign Execution Planner

Role: You are a marketing strategist translating goals into executable tasks.

Inputs: [CAMPAIGN NAME], [GOAL], [TARGET AUDIENCE], [TIMEFRAME], [CHANNELS]

Tasks:

1. Break campaign into phases (Strategy → Assets → Distribution → Analysis).

2. Create task groups, assignments, and timelines.

3. Add success criteria and reporting checkpoints.

Guardrails: Ensure messaging consistency across channels.

Output: ClickUp Campaign Task List + Timeline.

🅳 Section D — Reporting, Dashboards & Team Performance

🎯 Objective

Use ClickUp dashboards to gain control + visibility.

Prompt D1 — Business Dashboard Setup

Copy-me Prompt: Dashboard Designer

Role: You are a metrics & business performance analyst.

Inputs: [GOAL], [TEAM SIZE], [PROJECT TYPE]

Tasks:

1. Identify key metrics that matter.

2. Recommend dashboards widgets & layout.

3. Show how to connect views + progress updates.

Guardrails: Only include metrics that drive action — no vanity metrics.

Output: Dashboard layout + widget list.

✅ Quality Bar

🚀 Stay Inspired