Brand Guidelines

  • Great for beginners
  • Ready-to-use, fully customizable Doc
  • Get started in seconds
Template Level
BeginnerIntermediateAdvanced
slide 1
slide 2
This brand guidelines doc details all the elements that make up your company's brand, the look and feel, and how to present the brand to the world. Brand Guidelines include elements like the logo, colors, fonts, brand voice, taglines, and more.

Having a comprehensive set of brand guidelines is an essential part of any successful business. They provide consistency and clarity of your brand's values, identity, and messaging—helping you maximize the impact of all your marketing efforts.

ClickUp's Brand Guidelines Template makes it easy for you to:

  • Define the key elements of your brand
  • Organize all your branding materials in one place
  • Create clear instructions for how to use your visuals, logos, and more

Whether creating a unified look across multiple platforms or simply keeping everything organized, this template will help you get it all done right!

Benefits of a Brand Guidelines Template

Developing a strong brand is essential for any business. A brand guidelines template can help you in this process by:

  • Creating consistency across all of your brand's materials
  • Ensuring that your message is communicated clearly and consistently
  • Helping you maintain the integrity of your brand over time
  • Providing direction and clarity for any internal or external stakeholders

Main Elements of a Brand Guidelines Template

ClickUp's Brand Guidelines Template is designed to help you establish and maintain a consistent brand identity. This Doc template includes:

  • Custom Statuses: Create tasks with various custom statuses to keep track of the progress of brand identity elements
  • Custom Fields: Categorize and add attributes to manage your brand guidelines and easily visualize design elements
  • Custom Views: Start with this Doc template and build out your ClickUp workflow which includes List, Gantt, Workload, Calendar, and more
  • Project Management: Improve brand guidelines tracking with automations, AI, comment reactions, nested subtasks, and more

How to Use a Brand Guidelines Template

Brand guidelines are essential to ensure consistent messaging across all of your company's communication channels. Use this six-step guide to creating and implementing your own brand guidelines using ClickUp features:

1. Establish your brand identity

Before you create your brand guidelines, it's important to have a clear understanding of what your brand stands for. This includes your mission, values, and messaging.

Use a Doc in ClickUp to create a company mission statement and list of core values.

2. Define your brand elements

After you have established your brand identity, you'll need to define the elements that make up your brand. This includes your logo, color palette, fonts, and any other visual elements.

Create tasks in ClickUp to document each of the elements and attach relevant files.

3. Create a brand style guide

Once you have identified the elements that make up your brand, you can start to create a style guide with rules and guidelines for how they should be used. This should include instructions for how to use each element, such as how to size and position the logo, what colors to use for background and text, and what fonts to use.

Use the Table view in ClickUp to create a style guide with a checklist of all the elements, their usage instructions, and any other relevant information.

4. Create a usage policy

Your brand guidelines should also include a usage policy that sets out rules for how and when the brand elements can be used. This should include rules about what is and is not allowed when using the brand elements, as well as any restrictions on how they can be modified or adapted.

Create a Doc in ClickUp to document the usage policy.

5. Share the guidelines

Once you have created the guidelines, it's important to make sure everyone in the organization is aware of them. Make sure the guidelines are easily accessible and shared with all relevant team members, such as copywriters, designers, and marketers.

Use email Automations in ClickUp to easily share the brand guidelines with the relevant team members.

6. Monitor and review

Lastly, it's important to regularly monitor and review the brand guidelines to make sure they are up-to-date and being followed. Set up regular reviews to ensure that the guidelines are being followed and make any necessary changes or adjustments.

Use Milestones in ClickUp to set up regular reviews and stay on top of any changes.

Get Started with ClickUp's Brand Guidelines Template

Marketing teams can use this Brand Guidelines Template to help everyone stay on the same page when it comes to establishing a consistent brand identity and ensuring uniformity in all marketing materials.

First, hit “Add Template” to sign up for ClickUp and add the template to your Workspace. Make sure you designate which Space or location in your Workspace you’d like this template applied.

Next, invite relevant members or guests to your Workspace to start collaborating.

add new template customization

Now you can take advantage of the full potential of this template to create and maintain a consistent brand identity:

  • Create and organize content to create a clear brand identity
  • Designate team members to maintain brand consistency
  • Collaborate with stakeholders to define key messaging
  • Document and store relevant information in one place
  • Set up notifications to stay up-to-date on progress
  • Hold regular meetings to discuss progress and any issues
  • Monitor and analyze content to ensure maximum productivity

Get Started with Our Brand Guidelines Template Today

Related Templates