How to Map Stakeholders in ClickUp

Using ClickUp to build a clear, visual stakeholder map helps you understand who influences your project, how to communicate with them, and what they need from your team.

This step-by-step guide shows you how to recreate and improve the stakeholder mapping templates from the ClickUp stakeholder mapping article directly inside your workspace so you can manage relationships and expectations in one place.

Why Manage Stakeholders in ClickUp

A stakeholder map shows everyone who has an interest in your project and how much power and influence they hold. Building this inside ClickUp means you can connect people, tasks, and outcomes in a single system.

Mapping stakeholders in a structured way helps you:

• Spot potential blockers early
• Identify champions who can advocate for your project
• Plan targeted communication strategies
• Keep your team aligned on who matters most and why

Instead of keeping this information in a separate slide deck or spreadsheet, you can turn it into a living system updated in real time in ClickUp.

Step 1: Create a Stakeholder Space in ClickUp

Begin by dedicating a clear area for your stakeholder work so it stays organized and easy to find.

1. Create a new Space named something like “Stakeholder Management”.

2. Add a Project Stakeholders Folder inside that Space.

3. Within the Folder, create a Stakeholder Registry List.

This structure lets you add more Lists later, such as communication plans, meeting notes, or risk logs, all kept together in ClickUp.

Step 2: Build a Stakeholder Registry List in ClickUp

The stakeholder registry is your master list of everyone involved. Use ClickUp custom fields to capture the information typically shown in stakeholder mapping templates.

Set Up Custom Fields in ClickUp

Inside your Stakeholder Registry List, add custom fields such as:

• Stakeholder Type (Dropdown: Internal, External, Customer, Vendor, Leadership, etc.)
• Role / Title (Text)
• Department / Organization (Text)
• Influence (Dropdown or number: Low, Medium, High)
• Interest (Dropdown or number: Low, Medium, High)
• Support Level (Dropdown: Supporter, Neutral, Blocker)
• Engagement Frequency (Dropdown: Daily, Weekly, Monthly, Ad hoc)
• Preferred Channel (Dropdown: Email, Chat, Meeting, Report, etc.)
• Owner (User field for the team member responsible)

Create one task per stakeholder. The task name should be the stakeholder’s name or group, and the custom fields store the details you would normally see in a stakeholder map template.

Use Views to Organize Stakeholders in ClickUp

Once your List is populated, add helpful views:

• Table view to see all stakeholders and fields at a glance.
• Board view grouped by Influence or Support Level to quickly assess your landscape.
• List view filtered by Owner to see who is responsible for each relationship.

These views recreate standard stakeholder register templates but stay fully dynamic inside ClickUp.

Step 3: Create a Power–Interest Grid in ClickUp

The power–interest grid is a common stakeholder mapping template. You can simulate it in ClickUp by combining custom fields and views.

Configure Power and Interest Fields

In your Stakeholder Registry List, ensure you have two key custom fields:

• Power (Dropdown: Low, Medium, High)
• Interest (Dropdown: Low, Medium, High)

Then, set up saved filters and views that align to the four classic quadrants:

• High Power, High Interest: Manage Closely
• High Power, Low Interest: Keep Satisfied
• Low Power, High Interest: Keep Informed
• Low Power, Low Interest: Monitor

Create one view per quadrant and save the appropriate filters. This gives you a flexible power–interest grid right in ClickUp without needing external diagrams.

Step 4: Build a RACI Matrix in ClickUp

RACI (Responsible, Accountable, Consulted, Informed) helps clarify stakeholder roles on major activities.

Set Up a RACI List in ClickUp

1. Create a new List called RACI Matrix inside your stakeholder Space or Folder.

2. Use each task to represent a key project deliverable or activity.

3. Add custom fields for R, A, C, and I:

   • Responsible (R) – User field or text
   • Accountable (A) – User field or text
   • Consulted (C) – Text or multiple user field
   • Informed (I) – Text or multiple user field

You can reference stakeholders from your Registry by name or with mentions, keeping everything connected inside ClickUp.

Improve RACI Clarity With Views

Use views and sorting to analyze your matrix:

• Group tasks by the person marked as Accountable.
• Filter for tasks where Responsible is empty to find gaps.
• Sort by activity to scan who is overloaded.

This replicates typical RACI chart templates but makes them easier to maintain and share.

Step 5: Design a Stakeholder Communication Plan in ClickUp

Once you know who your stakeholders are and what role they play, build a communication plan inside ClickUp to keep everyone aligned.

Create a Communication Plan List

1. Add a new List called Communication Plan in the same Space.

2. Create tasks for each recurring communication item, for example:

   • Weekly project status update
   • Monthly steering committee review
   • Ad hoc risk escalation
   • Launch announcement

3. Add custom fields for:
   – Target Stakeholder Group
   – Objective of Communication
   – Channel
   – Frequency
   – Owner

Assign each communication task to an owner, set due dates or recurring schedules, and link related tasks from the main project Lists in ClickUp.

Step 6: Visualize Stakeholder Mapping in ClickUp Dashboards

Dashboards let you summarize stakeholder data so everyone can quickly see where attention is needed.

Key Dashboard Widgets for Stakeholders

Create a new Dashboard dedicated to stakeholder mapping, then add widgets such as:

• Pie chart by Support Level to see supporters, neutrals, and blockers.
• Bar chart by Influence or Power to understand where impact is concentrated.
• Table widget showing High Power, High Interest stakeholders only.
• Task list of upcoming communication tasks from the Communication Plan List.

This turns your ClickUp setup into a dynamic stakeholder control center, similar in purpose to the visual templates presented in the original stakeholder mapping resource.

Step 7: Maintain and Improve Your ClickUp Stakeholder System

Stakeholder mapping is not a one-time exercise. Build simple rituals into your process so ClickUp always reflects reality.

• Review regularly: Add a recurring task to review stakeholder entries at key milestones.
• Log changes: Use task comments to record changes in influence, interest, or support levels.
• Tag risks: Use tags like “risk” or “escalation” on stakeholders who may block progress.
• Standardize templates: Create task templates for new stakeholders or new communications so fields stay consistent.

When everyone on your team follows the same pattern, ClickUp becomes your single source of truth for relationships, expectations, and communication planning.

Further Optimization and Resources

If you want expert help turning this framework into a repeatable system, a specialist consultancy like Consultevo can assist with workflows, automation, and reporting design tailored to your environment.

To compare your configuration with the original stakeholder mapping templates and best practices, review the full guide on the ClickUp stakeholder mapping templates page and adapt the ideas to your own Space, Lists, and views.

By structuring your stakeholders, roles, and communication plans inside ClickUp, you turn static diagrams into living, actionable systems that keep every project transparent and aligned from kickoff to delivery.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

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