How to Use ClickUp for Company Research

ClickUp gives teams a single workspace to plan, document, and track company research so you can turn scattered information into reliable business insight.

This how-to guide walks you through setting up a structured research workflow, using the same concepts and examples described in the original overview of company research tools on ClickUp's blog about company research tools.

Why Manage Company Research in ClickUp

Before building your workflow, it helps to understand why this platform is a strong hub for research operations.

Using one centralized workspace, you can:

• Collect qualitative and quantitative research in one place
• Organize competitor, market, and customer insights by project
• Assign clear owners, due dates, and priorities to research tasks
• Standardize the way teams capture findings and recommendations
• Share real-time updates with stakeholders across the organization

The structure and automation available in this environment reduce manual tracking in spreadsheets and keep research aligned with strategic decisions.

Step 1: Create a Company Research Space in ClickUp

Start by reserving a dedicated area in ClickUp that will hold all company research work.

1. Create a new Space and name it something like Company Research or Market Intelligence.

2. Choose Space-level features you need, such as Docs, tasks, dashboards, and forms.

3. Define access so research, sales, product, and leadership teams can collaborate without cluttering unrelated work.

Within this Space you can add multiple Folders, each focusing on a research category.

Organize Research Folders in ClickUp

Common Folder ideas include:

• Competitor Analysis: track profiles, strengths, weaknesses, and pricing
• Customer Insights: collect feedback from interviews, surveys, and reviews
• Market Trends: store reports, benchmarks, and emerging patterns
• Internal Operations Research: analyze processes, tools, and performance

This structure mirrors how research tools are grouped in the source article and keeps high-level topics clean and discoverable.

Step 2: Build Research Lists and Custom Fields in ClickUp

Inside each Folder, create Lists to represent specific research projects or streams.

Examples of Lists you might add:

• Competitor Feature Comparison
• Prospect Company Research
• Customer Interview Program
• Quarterly Market Landscape Review

Set Up Custom Fields in ClickUp

Custom Fields help standardize the way you capture research details in every task.

Useful fields for company research include:

• Company Type (dropdown): enterprise, SMB, startup, partner, competitor
• Industry (dropdown): categories that match your go-to-market strategy
• Region (dropdown): key geographies you track
• Data Source (text or dropdown): website, call, report, internal system
• Confidence Level (number or dropdown): low, medium, high
• Research Score (number): to quantify attractiveness or risk

By sharing these fields across Lists, you can filter and compare insights quickly, just like you would with dedicated company research tools.

Step 3: Create Research Tasks in ClickUp

Each research item, company, or data point becomes a task that your team can own and update.

1. Open the relevant List and select New Task.

2. Name the task using a clear pattern, such as [Company] – [Research Focus].

3. Assign an owner, due date, and priority so responsibilities are visible.

4. Fill in your Custom Fields: company type, industry, data source, and confidence level.

5. Add key notes, links, or attachments directly in the task description.

Use Subtasks and Checklists in ClickUp

To keep research thorough and repeatable, break work into smaller steps.

Example subtasks or checklist items:

• Review company website and product pages
• Scan news, press releases, and funding updates
• Analyze pricing and packaging if available
• Check review platforms and social media
• Summarize positioning, strengths, and gaps
• Document key metrics (revenue range, headcount, growth)

Team members can mark off each step, add time estimates, and comment with clarifications.

Step 4: Capture Deeper Insights Using Docs in ClickUp

For long-form analysis, strategy summaries, or interview transcripts, use Docs inside ClickUp.

1. Create a Doc in the relevant Folder or List and link it to associated tasks.

2. Use headings and bullet points to summarize findings, risks, and recommendations.

3. Embed tables with comparative data pulled from your tasks and Custom Fields.

4. Mention teammates with comments to gather feedback and approvals.

This approach keeps rich qualitative details aligned with structured data stored at the task level.

Standardize Research Templates in ClickUp

To make future research consistent, turn a well-structured task or Doc into a reusable template.

• Set required subtasks and checklists for any new company profile
• Include common sections such as overview, strategy, performance, and opportunities
• Pre-populate important Custom Fields

Templates aligned with the research patterns described in the source company research tools article help your team collect comparable data over time.

Step 5: Use Views in ClickUp to Analyze Research

Once your data is in place, various Views allow you to slice and interpret research quickly.

Table and List Views in ClickUp

Use Table or List views to:

• Sort companies by research score or confidence level
• Filter by industry, region, or competitor type
• Group tasks by status to see which profiles are in progress or complete

These grid-style Views feel familiar to spreadsheet users but remain connected to all underlying tasks and Docs.

Dashboard Widgets in ClickUp

Build dashboards to summarize research performance and coverage.

• Charts showing companies by industry or region
• Workload widgets to see who is handling research tasks
• Number widgets tracking how many profiles meet certain criteria

Executives can use these dashboards during planning sessions to make data-informed decisions.

Step 6: Share and Automate Company Research in ClickUp

To keep research useful beyond the original project team, share and automate your processes.

Collaborate Across Teams in ClickUp

Here are simple ways to distribute insights:

• Invite sales, marketing, and product stakeholders to relevant Spaces and Lists
• Use comments to answer questions and capture additional context
• Create custom Views for specific departments, such as sales-ready summaries

Because all work stays in one structured system, teams avoid duplicating research across multiple tools.

Set Up Automations in ClickUp

Automations help you keep data clean and timely.

• Update status when a task reaches a certain Custom Field value
• Notify owners when tasks are overdue or missing critical fields
• Move completed research into an archive List automatically

Automated workflows free your team to focus on high-value analysis instead of manual maintenance.

Connect ClickUp Research With Other Resources

Company research rarely lives in isolation, so connect your workspace to other tools and guidance.

• Reference playbooks and strategic frameworks, such as those from Consultevo, to guide how you interpret and act on findings.
• Link out to detailed tool comparisons, like the original company research tools overview on the ClickUp blog, whenever teammates need more context.

By grounding your daily workflow in a central workspace while drawing on expert resources, you build a robust, repeatable research system.

Next Steps: Make ClickUp Your Research Hub

Set up your first Space, create core Folders, and define standard Custom Fields so every new research task follows the same structure.

From there, refine templates, dashboards, and automations as your team learns which views, metrics, and reports drive the clearest business decisions. Over time, your ClickUp workspace becomes a durable source of truth for all company research.