How to Build an Intranet in ClickUp

ClickUp can be configured as a modern intranet hub that keeps your teams, processes, and knowledge organized in one secure workspace. This step-by-step guide walks you through planning, building, and launching an internal site using built-in views and features.

The instructions below are based on best practices for replacing outdated intranet software with a flexible, cloud-based workspace for knowledge sharing and collaboration.

Step 1: Plan Your ClickUp Intranet Structure

Before you create anything, define how people will navigate your internal site. A simple structure makes it easier for employees to find what they need fast.

Decide on core spaces in ClickUp

Start by mapping out a few high-level Spaces that mirror the main areas of your organization or operations, such as:

• Company HQ (company-wide info, announcements, policies)
• People & HR (benefits, onboarding, training)
• IT & Support (help center, FAQs, incident workflows)
• Departments (Marketing, Sales, Product, Operations, etc.)

Each Space will hold Folders, Lists, Docs, and Dashboards that form the backbone of your intranet.

Define key intranet pages and content types

Next, outline the essential content your internal site should offer. Common examples include:

• Company news and leadership updates
• Employee handbook and policies
• Standard operating procedures (SOPs)
• Project documentation and roadmaps
• Team directories and org charts
• Internal knowledge base and FAQs

Having this list ready will make it easier to choose which ClickUp views and Docs to create later.

Step 2: Set Up Spaces, Folders, and Lists in ClickUp

With your structure defined, start configuring your workspace so it behaves like an intranet rather than a simple task manager.

Create dedicated intranet Spaces in ClickUp

In your workspace, create a Space called something like “Company Intranet” or “Company Hub.” This will be the central entry point for everyone.

Inside this Space, use Folders to group related Lists and Docs, for example:

• Folder: Company Info (mission, vision, values, leadership)
• Folder: Policies (HR, security, legal, compliance)
• Folder: Processes & SOPs
• Folder: Knowledge Base & FAQs

Organize Lists to mirror intranet sections

Create Lists within each Folder that act like intranet sections or pages. For instance:

• In “Company Info,” create Lists such as “Announcements,” “Leadership,” and “Events.”
• In “Policies,” create Lists for “HR Policies,” “Security Policies,” and “Compliance Docs.”
• In “Knowledge Base,” create Lists like “How-To Guides” and “IT Help Articles.”

Each List can store tasks, Docs, and views that together form a structured, searchable intranet section.

Step 3: Build Core Intranet Pages with ClickUp Docs

Docs are ideal for long-form, reference-style intranet content such as policies, guides, and procedures. They stay connected to tasks and Lists, keeping context in one place.

Create and format intranet Docs in ClickUp

1. Open the right Space or List for your content.
2. Create a new Doc for each major page (for example, “Employee Handbook,” “Remote Work Policy,” or “IT Support Guide”).
3. Use headings, tables, and callouts to break up text and highlight key information.
4. Link related Docs together to build a connected knowledge base.

Because Docs support commenting and real-time collaboration, teams can refine content directly instead of emailing document versions back and forth.

Turn Docs into a navigable intranet

Use the page tree inside Docs and link blocks to create a mini site map, such as:

• A top-level “Start Here” Doc that links to all major intranet sections
• Section overview Docs that link to detailed SOPs, policies, or guides
• Embedded tables of contents so employees can scan long pages quickly

You can also attach Docs to relevant Lists or tasks to keep execution tied to documentation.

Step 4: Use ClickUp Whiteboards and Dashboards for Visibility

Visual tools help your intranet feel dynamic rather than static. This is where Whiteboards and Dashboards come in.

Map processes and org charts with ClickUp Whiteboards

Whiteboards let you visualize structures and workflows right inside your intranet Space.

Use Whiteboards to:

• Draw org charts and team structures
• Map project workflows and approval steps
• Brainstorm ideas during company-wide planning sessions
• Link shapes directly to tasks, Docs, and Lists

Because everything lives in one workspace, employees can move from a visual map to the underlying work without opening another platform.

Create intranet homepages with ClickUp Dashboards

Dashboards can act as interactive homepages for your intranet or for specific departments.

On a company-wide Dashboard, add widgets like:

• Recent announcements and updates
• Company goals and OKRs
• Upcoming events and key dates
• Quick links to top intranet Docs and Whiteboards

For teams, build Dashboards that display:

• Active projects and status
• Workload by team member
• Service desk or ticket queues
• Links to team-specific knowledge base articles

Step 5: Configure Permissions and Sharing in ClickUp

A secure intranet balances openness with the right levels of access. Use workspace-level and Space-level permissions to protect sensitive information.

Set workspace and Space permissions

Decide which areas of your intranet should be visible to all and which should be restricted. For example:

• Make “Company Info” and “Knowledge Base” Spaces viewable by everyone.
• Limit HR or leadership Docs to specific teams.
• Use guest access for external collaborators where appropriate.

Adjust permissions for Spaces, Folders, Lists, and Docs so people see what they need and nothing more.

Control Doc access in ClickUp

Each Doc has its own sharing options. You can:

• Allow view-only access for most employees
• Grant edit rights to content owners or admins
• Turn on comments so people can suggest improvements

Clear ownership and access rules keep your intranet accurate and trustworthy over time.

Step 6: Add Templates and Automations in ClickUp

Templates and automations help your intranet stay organized as it grows, and they reduce manual work for admins.

Use ClickUp templates for consistent content

Create standard templates for common intranet items such as:

• Announcement tasks
• New policy Docs
• SOP or process Docs
• FAQ entries

When someone needs to add content, they can apply the right template and fill in the blanks, keeping your internal site uniform and easy to navigate.

Automate routine intranet workflows

Set up simple automations to:

• Notify relevant channels when a new announcement goes live
• Assign review tasks when a policy Doc is updated
• Move outdated content into an archive List for review

Automations ensure important communication is seen and that your knowledge stays fresh.

Step 7: Launch, Train, and Improve Your ClickUp Intranet

Once your structure, Docs, and Dashboards are in place, it is time to roll out your intranet and help people adopt it.

Communicate the launch and entry points

Share a clear message about:

• Where to access the intranet (for example, a main Dashboard or “Start Here” Doc)
• What kind of information people can find there
• How to request updates or add new content

Pin the main intranet views in your sidebar or favorites so they are always one click away.

Offer training and gather feedback

Host brief walkthroughs or record a short video demonstrating:

• How to search for Docs and tasks
• How to navigate Spaces, Folders, and Lists
• How to submit questions or content suggestions

Collect feedback and keep iterating on your structure, Docs, and Dashboards to make your ClickUp intranet simpler and more valuable over time.

Additional Resources

To compare your workspace setup with dedicated intranet platforms, review the full overview of intranet software options on the original guide at this ClickUp blog article.

If you need expert help designing or optimizing your workspace, you can also work with specialists like Consultevo to align your ClickUp intranet with your processes and growth plans.

By following these steps, you will turn your workspace into a powerful, centralized intranet that scales with your organization and keeps every team aligned.

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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