How to Build Brand Guidelines in ClickUp

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How to Build Brand Guidelines in ClickUp

ClickUp can be your single source of truth for brand guidelines when you structure it the right way. This how-to guide walks you through building a visual, collaborative brand hub inspired by the Figma brand guidelines templates from the original ClickUp blog article.

Why Move Your Brand Guidelines into ClickUp

Designers love Figma for layouts and components, but marketing, product, and leadership teams need an accessible home for rules, approvals, and updates. Centralizing these pieces in ClickUp gives you:

  • One workspace for brand rules, assets, and feedback
  • Clear owners and workflows for updating guidelines
  • Searchable documentation instead of scattered files
  • Easy links between brand rules and real projects

By mirroring the structure of Figma brand systems inside ClickUp, every stakeholder sees the same source of truth.

Plan Your ClickUp Brand Guidelines Workspace

Before you build, decide how your guidelines should be grouped. The Figma-based structure in the source article divides the brand into logical sections you can mirror in ClickUp.

Core sections to replicate in ClickUp

Create a Space or Folder dedicated to brand guidelines, then add Lists or Docs for areas like:

  • Brand overview and story
  • Logos and lockups
  • Color system
  • Typography system
  • Iconography and illustration
  • Photography and imagery
  • UI components or product visuals
  • Voice, tone, and messaging
  • Usage examples and do/don’t rules

This mirrors how designers organize content in Figma, while ClickUp adds ownership, permissions, and task workflows.

Define roles and access inside ClickUp

To keep your brand rules clean and consistent, set clear roles:

  • Brand owners: can edit guidelines and approve changes.
  • Contributors: can propose updates or upload assets.
  • Viewers: can reference brand rules but not change them.

Use ClickUp permissions so only brand owners can edit core documents while the rest of the team can comment and suggest improvements.

Step 1: Create Your Brand Guidelines Hub in ClickUp

Start by building a dedicated structure that mirrors the Figma brand system.

  1. Create a Space: Name it something like “Brand System” or “Brand Guidelines in ClickUp”.

  2. Add Folders or Lists: Create one for each major guideline area (Logo, Color, Typography, etc.).

  3. Set default views: Use Docs, List view, and Board view so different stakeholders can navigate in the way that suits them best.

Each section will become a living document that links to your Figma files while maintaining written rules in ClickUp.

Step 2: Document Brand Foundations in ClickUp

Begin with the high-level story and principles that guide every visual choice.

Build a brand overview Doc in ClickUp

Create a ClickUp Doc called “Brand Overview” and include:

  • Brand mission and vision
  • Positioning statement
  • Values and personality traits
  • Target audience snapshots

Use headings, tables, and callouts to keep information scannable for marketing, design, and leadership stakeholders.

Translate Figma brand frames into ClickUp sections

If your designers already use Figma frames for brand narratives, mirror those topics as headings in ClickUp. Add inline links back to specific Figma files so readers can jump from text rules to visual references in one click.

Step 3: Build Visual Identity Sections in ClickUp

The original Figma brand guideline templates emphasize practical, reusable patterns. Recreate those patterns in ClickUp for your main identity elements.

Logo rules in ClickUp

  1. Create a Doc or List named “Logo System”.

  2. Add sections for primary logo, secondary logo, logomark, and monochrome variations.

  3. Embed or link exported logo images from Figma so users see approved versions.

  4. Document rules such as minimum size, clear space, and background usage.

Use checklists inside ClickUp to outline do’s and don’ts, helping teammates validate assets before publishing.

Color system in ClickUp

Create a “Color System” Doc that captures the same palette structure you maintain in Figma:

  • Brand primary colors with HEX, RGB, and CMYK values
  • Secondary and accent colors
  • Neutral palette
  • Accessibility guidelines and contrast ratios

Use tables in ClickUp to show values clearly and include links to relevant Figma color styles for designers.

Typography guidelines in ClickUp

In a “Typography System” Doc, capture:

  • Primary and secondary typefaces
  • Styles for headings, body, captions, and UI text
  • Line spacing, letter spacing, and scale rules
  • Example layouts or screenshots from Figma

Explain when to use each style so non-designers can format presentations, docs, and slides consistently using ClickUp as their reference.

Step 4: Add Imagery and Components in ClickUp

Strong guidelines also govern icons, illustrations, and photography. Use ClickUp to group these assets and rules in one visual system.

Iconography and illustration in ClickUp

Create dedicated Docs or Lists for icons and illustration styles. Document:

  • Stroke thickness, corner radius, and grid size
  • Approved icon sets linked from Figma
  • Color usage for line and fill icons
  • Illustration themes, shapes, and motion rules

Attach example files or thumbnails and link back to your Figma components so designers can reuse assets accurately.

Photography rules in ClickUp

Add a “Photography Guidelines” Doc and describe:

  • Lighting and composition preferences
  • Subject matter and diversity standards
  • Color grading, filters, and aspect ratios
  • Image do’s and don’ts with visual examples

Use ClickUp tasks to manage photoshoot briefs, approvals, and asset uploads while keeping the main rules in a static Doc.

Step 5: Connect Figma and ClickUp for Live Updates

The original article emphasizes using Figma brand guidelines templates as the visual backbone. In your workspace, keep Figma as the design source of truth and ClickUp as the operations and documentation layer.

Best practices for linking Figma to ClickUp

  • Paste Figma file URLs directly into ClickUp Docs and tasks for quick access.
  • Use task comments to request updates to specific frames or components.
  • Group related tasks under Lists that match Figma libraries, such as “Brand Components” or “Marketing UI”.

This approach lets designers maintain pixel-perfect systems in Figma while the full team reads, comments on, and follows the rules inside ClickUp.

Step 6: Create Brand Governance Workflows in ClickUp

Living guidelines only work when you have a clear process for changing them. Turn your brand governance into visible workflows in ClickUp.

Set up approval workflows in ClickUp

  1. Create a List called “Brand Changes” with statuses like Idea, In Review, Approved, and Published.

  2. Add tasks for each proposed change to logos, colors, typography, or messaging.

  3. Assign reviewers, due dates, and checklists for impact analysis.

  4. Link each task to the relevant Doc and Figma file.

Once a change is approved, update the corresponding ClickUp Doc and share a comment or notification with impacted teams.

Step 7: Share and Train Your Team Using ClickUp

Finally, make it easy for everyone to find and follow your standards.

Build a simple navigation home in ClickUp

Create a top-level “Start Here” Doc that links to each main guideline section. Include:

  • Quick links to brand overview, logos, colors, and typography
  • Short explanations of what each section covers
  • Links to Figma brand files and asset libraries

Pin this Doc in your ClickUp Space and share it across the company as the default entry point to your brand system.

Run trainings and collect feedback in ClickUp

Use ClickUp tasks to schedule brand training, track attendance, and follow up on questions. Encourage teammates to comment directly on Docs when they find unclear rules or missing examples so your brand system can evolve.

Next Steps for Optimizing Your ClickUp Brand System

With your guidelines structured, linked, and governed, you can expand into related workflows like campaign briefs, content calendars, and design request queues inside the same Space. For additional process and SEO help beyond your workspace, you can explore consulting resources at Consultevo.

By mirroring Figma templates and connecting them to clear documentation, approvals, and training, ClickUp becomes the central, reliable home for your entire brand system.

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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