How to Use ClickUp to Run Effective Employee Resource Groups

ClickUp gives Employee Resource Groups (ERGs) a single workspace to organize goals, events, and member engagement so leaders can drive impact instead of chasing scattered information.

This step-by-step guide shows you exactly how to set up ERG operations, manage programs, and report outcomes using features inspired by the ERG workflows described in the original ERG software article.

Step 1: Plan Your ERG Structure in ClickUp

Before building tasks and workflows, define how each group will live inside your workspace.

Create a ClickUp Space for ERG Programs

Start by creating a dedicated Space to keep every Employee Resource Group organized under one umbrella.

1. Open your workspace sidebar.
2. Click + Space and name it something like Employee Resource Groups.
3. Choose your privacy settings so only ERG leaders and key partners can access sensitive discussions.

Within this Space, you can create Folders for each individual ERG, such as:

• Women in Tech ERG
• Black Professionals ERG
• Pride ERG
• Veterans ERG

Set Up ERG Goals in ClickUp

Use the Goals feature to turn your annual ERG strategy into measurable objectives.

1. Go to the Goals area in your ClickUp workspace.
2. Create a goal such as Increase ERG membership by 20% this year.
3. Add measurable targets, for example:
   • Launch three onboarding campaigns
   • Host four company-wide ERG events
   • Reach 60% attendance in at least one event

Each target can be linked to tasks or lists so progress updates automatically when work is completed.

Step 2: Build ERG Workflows with ClickUp Lists and Views

Lists and views help ERG leaders standardize processes, monitor work, and keep members aligned.

Create Standard Lists in ClickUp for Each ERG

Inside every ERG Folder, create Lists that match your recurring workstreams:

• Programs & Events – for meetings, panels, and celebrations
• Membership & Outreach – for recruiting and onboarding members
• Operations & Budget – for approvals, vendors, and finance tasks
• Advocacy & Initiatives – for policy suggestions and culture projects

Each List becomes a repeatable playbook so new leaders can step in without rebuilding the system.

Design ERG Pipelines with ClickUp Board View

Use Board view to visualize work as it moves through stages.

1. Open a List such as Programs & Events.
2. Switch to Board view.
3. Create status columns like:
   • Idea
   • Planning
   • In Progress
   • Ready to Launch
   • Completed

Drag and drop tasks through the stages to make it easy for ERG leaders, executive sponsors, and volunteers to see the status of every initiative at a glance.

Step 3: Use ClickUp Templates to Standardize ERG Events

Standard templates keep ERG experiences consistent across locations and teams while reducing setup time.

Create a Reusable Event Task Template in ClickUp

Turn your best-run event into a template that every ERG can reuse.

1. Open the List where you track ERG events.
2. Create a task for an ideal event, such as Heritage Month Speaker Series.
3. Add all the key steps as subtasks, for example:
   • Define event goals
   • Secure speakers and finalize agenda
   • Book venue or virtual meeting link
   • Coordinate marketing and internal communications
   • Collect RSVPs and arrange accessibility support
   • Send post-event survey
   • Publish recap and metrics
4. Include Custom Fields for budget, expected attendance, and location.
5. Click the three dots on the task and save it as a Task Template.

Now ERG leaders can spin up new events in seconds while following a proven checklist inside ClickUp.

Build a Meeting Agenda Template in ClickUp

Use documents connected to tasks to standardize ERG meetings.

1. Create a recurring task called Monthly ERG Leadership Meeting.
2. Add a ClickUp Doc with sections for:
   • Wins and highlights
   • Membership updates
   • Program status and blockers
   • Budget updates
   • Action items and owners
3. Attach the Doc to the recurring task and share it with all leadership members.

Each occurrence of the meeting keeps notes and decisions in one place, making leadership transitions smoother.

Step 4: Track Membership and Engagement in ClickUp

ERG success depends on how well you attract and engage members. You can track this data directly in your workspace.

Use ClickUp Custom Fields for Member Profiles

Turn tasks into simple records for members or volunteers.

1. Create a List called Members & Volunteers.
2. Add one task per participant.
3. Use Custom Fields such as:
   • Department
   • Location or time zone
   • Role (Leader, Volunteer, Member, Ally)
   • Preferred pronouns
   • Interest areas (mentorship, events, advocacy)

This database helps ERG leaders quickly find volunteers for events or identify who can benefit most from specific programs.

Monitor ERG Engagement with ClickUp Dashboards

Dashboards give a high-level view of how ERGs are performing across the company.

1. Open the Dashboards section in ClickUp.
2. Create a Dashboard called ERG Health Overview.
3. Add widgets such as:
   • Task completion by ERG or List
   • Event pipeline by status
   • Workload by ERG leader
   • Simple numeric widgets for total active members or total events this quarter

Share the Dashboard with people leaders, HR, and executives so everyone can see the impact of your ERGs without manual reporting.

Step 5: Collaborate Across Teams Using ClickUp

ERGs work best when they collaborate with HR, communications, and leadership partners. Your workspace can become that shared hub.

Centralize Communication with ClickUp Comments

Instead of spreading ERG decisions across chat threads and email chains, keep them tied to the work itself.

• Use @mentions to loop in HR, legal, or communications for fast approvals.
• Start comment threads for speaker ideas, event naming, or campaign messaging.
• Pin important comments at the top of tasks so leaders see them first.

This keeps all context close to the work and makes audit trails easier when leadership or compliance needs details later.

Use ClickUp Docs for ERG Charters and Playbooks

Every ERG should document its purpose and operating norms. Store those core documents where everyone can find them.

• Create a Doc for each ERG charter, including mission, scope, leadership roles, and decision-making rules.
• Attach the charter Doc to the main Folder or List for that ERG.
• Use Docs to maintain onboarding guides, communications guidelines, and event planning playbooks.

Because Docs are searchable in ClickUp, new members and sponsors can quickly understand how to support the group.

Step 6: Report ERG Impact with ClickUp

Consistent reporting helps secure funding, sponsor support, and recognition for ERG leaders.

Build Simple Reporting Workflows in ClickUp

Transform everyday work into executive-ready insights.

1. Tag important tasks with labels like Flag for Report or Leadership Highlight.
2. Create a filtered view that shows only tasks with those tags.
3. Use a Dashboard or List view to summarize:
   • Key events and campaigns
   • Participation metrics
   • Notable wins or testimonials

Export or present this information directly from your workspace during quarterly ERG reviews.

Align ERG Metrics to Organizational Goals in ClickUp

Make sure your ERGs are visibly connected to company priorities.

• Link ERG Goals to broader HR or DEI goals in the same workspace.
• Use similar naming conventions for OKRs and ERG initiatives.
• Show how programs contribute to hiring, retention, engagement, or learning outcomes.

When leaders can see everything aligned in one system, it becomes easier to secure ongoing investment.

Next Steps: Extend Your ClickUp ERG Setup

Once your basic ERG workspace is running, you can enhance it with automation, integrations, and advanced reporting.

• Use automations to assign tasks when new events are created.
• Connect calendars so events appear in everyone’s schedule.
• Integrate with HR systems to keep membership lists up to date.

If you want expert help designing an enterprise-ready ERG operating system, consider partnering with a specialist consultancy like Consultevo to refine your workspace architecture, governance, and change management approach.

By following these steps, you can use ClickUp to give every Employee Resource Group a clear structure, reliable workflows, and transparent reporting—so leaders focus less on administration and more on building a stronger, more inclusive culture.

Need Help With ClickUp?

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

Get Help

“`