How to Run a Brand Audit in ClickUp

A structured brand audit in ClickUp helps you uncover gaps in your messaging, visuals, and customer experience so you can improve brand consistency and performance. This step-by-step guide shows you exactly how to set up and run a full brand audit using templates, custom fields, and reports inspired by the examples in the ClickUp brand audit templates guide.

Why Use ClickUp for a Brand Audit

Before jumping into the how-to steps, it helps to understand why a work management platform is ideal for your audit process.

• Centralizes every audit task, file, and decision
• Keeps marketing, design, sales, and leadership aligned
• Makes it easy to turn audit findings into actionable projects
• Provides reusable templates for recurring brand audits

By configuring a dedicated audit space, your team can move from scattered documents to a repeatable, data-driven workflow.

Step 1: Create a ClickUp Space for Brand Audits

Start by creating a focused area where everything related to the brand audit will live.

1. Create a new Space and name it something like Brand Audit & Strategy.

2. Set the Space color and icon to match your brand for quick visual recognition.

3. Add only the people who need access, such as marketing, design, sales leadership, and customer support leads.

4. Enable features you will need: Docs, Custom Fields, Automations, Goals, and Dashboards.

Having a dedicated ClickUp Space keeps your audit structured and easy to revisit for quarterly or annual reviews.

Step 2: Build a ClickUp Folder Structure for Your Audit

Next, organize your audit into logical sections so every activity is easy to find, track, and measure.

Create a Folder in your audit Space and name it Current Brand Audit. Inside that Folder, add Lists for each major area you will review:

• Brand Foundations (mission, vision, values, positioning)
• Visual Identity (logos, colors, typography, imagery)
• Messaging & Voice (taglines, tone, key messages)
• Digital Presence (website, blog, SEO, social media)
• Customer Experience (support, onboarding, reviews)
• Competitive Analysis
• Recommendations & Roadmap

This structure mirrors the best practices highlighted in the ClickUp brand audit templates and makes it easy to assign owners for each focus area.

Step 3: Set Up Brand Audit Templates in ClickUp

To speed up your process and keep audits consistent over time, turn your layout into reusable templates.

ClickUp Task Template for Brand Checks

Create a standard task template you can apply across Lists:

1. Create a new task called Brand Element Review Template.

2. Add a detailed checklist for what to review, for example:

   • Confirm element matches current brand guidelines
   • Check consistency across channels
   • Identify outdated or conflicting assets
   • Capture screenshots or links to examples
   • Assign a severity rating (low, medium, high)
   • Propose an action item (update, replace, remove, keep)

3. Add custom fields:

   • Brand Area (dropdown: visual, messaging, digital, etc.)
   • Channel (website, email, social, in-product, print)
   • Impact Level (low, medium, high)
   • Status (to review, in review, needs update, complete)

4. Save the task as a template so it can be quickly reused on any List in ClickUp.

ClickUp List Template for Full Brand Audits

Once you have your Folder and Lists organized, convert them into a template:

1. Open the Folder menu and select the option to save it as a template.

2. Include all Lists, custom fields, views, and automations that support your workflow.

3. Give it a clear name like Comprehensive Brand Audit Template.

4. Tag it with labels such as marketing, brand, or strategy to make it easy to find later.

Now you can relaunch the same structured brand audit in ClickUp whenever you need, without rebuilding your setup from scratch.

Step 4: Capture Brand Foundations in ClickUp Docs

Your brand foundations guide every other part of the audit. Use Docs to store and refine them in one place.

1. Create a Doc titled Brand Guidelines & Strategy inside your audit Space.

2. Add sections for mission, vision, values, positioning statement, and audience personas.

3. Embed images or links to your logo files, color palettes, and typography examples.

4. Mention team members using comments to request input or approvals.

Link this Doc from tasks across your ClickUp Lists so reviewers always reference the most current brand standards.

Step 5: Audit Brand Assets with ClickUp Views

Views make it easy to see your audit tasks from different angles and prioritize what matters most.

Board View for Brand Issues

Use Board view in ClickUp to visualize the status of each brand asset review:

• Group tasks by Status (to review, in review, needs update, complete).
• Drag and drop items as they move through your workflow.
• Filter by Brand Area or Impact Level to focus on the most critical inconsistencies.

List and Table Views for Detailed Reviews

Switch to List or Table view when you need a more granular look:

• Sort by Impact Level to prioritize high-impact changes.
• Filter to see only a specific channel, such as email or social media.
• Quickly edit custom fields in bulk as you update assets.

These flexible views keep your brand audit in ClickUp organized and prevent important findings from getting lost in long documents.

Step 6: Turn Audit Findings into Action in ClickUp

Once you have identified gaps and issues, convert them into concrete projects so improvements actually happen.

1. Create a new List called Brand Improvements Roadmap in your audit Folder.

2. Convert the most important issues from the audit Lists into linked tasks on the roadmap List.

3. Assign owners, due dates, and priorities for each improvement task.

4. Use dependencies to show which tasks must be finished before others can start.

This process turns your brand audit in ClickUp from a static report into a live, trackable execution plan.

Step 7: Report on Brand Audit Progress in ClickUp

Dashboards help you communicate audit outcomes and progress to stakeholders without exporting everything to slides.

1. Create a Dashboard named Brand Audit Overview.

2. Add widgets such as:

   • Task list widget filtered to needs update and high impact items
   • Pie chart of tasks by Brand Area
   • Bar chart of tasks completed by owner or team
   • Time tracking widget if you log hours spent on the audit

3. Share the Dashboard link with leadership so they can view real-time progress without requesting separate reports.

With this setup, every future brand audit in ClickUp will benefit from the same centralized reporting hub.

Tips for Repeating Your Brand Audit in ClickUp

Brand audits are most useful when they are recurring and data-driven. A few best practices include:

• Schedule recurring tasks for quarterly or annual audits.
• Clone your existing audit Folder template to maintain consistency.
• Archive completed audit Folders, keeping Dashboards active for long-term trend tracking.
• Document key lessons learned in a dedicated Doc after each audit.

You can also pair your internal process with expert consulting or implementation support. For example, partners like Consultevo specialize in building scalable ClickUp systems that support marketing and brand teams.

Use ClickUp to Standardize Your Brand Audits

By setting up Spaces, Lists, templates, and Dashboards as outlined above, you turn brand audits from a one-off exercise into a repeatable operational process. The configuration closely follows the structure and ideas detailed in the official ClickUp brand audit templates article, adapted into a practical how-to workflow.

Once your system is in place, every audit will be faster, more accurate, and easier to act on, helping your team protect and strengthen your brand over time.

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