How to Use ClickUp Exit Interview Templates

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How to Use ClickUp Exit Interview Templates

ClickUp provides a structured way to organize exit interview templates so HR teams can capture consistent insights and refine offboarding processes with less manual work.

This how-to guide walks you through building, organizing, and using exit interview templates based strictly on the examples and structure shown in the original exit interview template article.

Why Organize Exit Interviews in ClickUp

Before setting anything up, it helps to understand what the exit interview templates on the source page are solving:

  • Ensuring you ask consistent questions across all departing employees
  • Capturing honest feedback on culture, leadership, and processes
  • Turning one-off conversations into structured, comparable data
  • Reducing the manual work of drafting questions every time

Using a single workspace lets HR leaders store all question sets, responses, and follow-up tasks together, so you can quickly identify trends and take action.

Plan Your ClickUp Exit Interview Workspace

Start by deciding how you will organize the different exit interview templates described in the source page, such as employee-focused, manager-focused, remote employee, and leadership templates.

Define your exit interview template categories

Based on the source page, you will typically need templates for:

  • Standard employee exit interviews
  • Leadership and executive exit interviews
  • Remote or hybrid employee exit interviews
  • Manager-only feedback interviews
  • Team- or department-specific interviews

These categories will inform how you group your ClickUp Lists, tasks, and documentation.

Create a dedicated space in ClickUp

Use the following structure to keep your offboarding clean and scalable:

  1. Create a Space named “People Operations” or “HR”.
  2. Within that Space, create a Folder called “Exit Interviews”.
  3. Inside the Folder, create separate Lists such as:
    • “Standard Exit Interviews”
    • “Leadership Exit Interviews”
    • “Remote Exit Interviews”
    • “Manager Feedback Interviews”

This layout mirrors the variety of templates shown on the source page while keeping everything easy to navigate.

Build an Exit Interview Template in ClickUp Docs

Each template on the source page is essentially a structured collection of questions grouped by topic. A ClickUp Doc is ideal for storing these questions as reusable forms that HR can reference in every interview.

Step 1: Create a new ClickUp Doc

  1. Open your HR or People Operations Space.
  2. Go to the “Exit Interviews” Folder.
  3. Click to add a new Doc and name it “Standard Employee Exit Interview Template”.

Repeat this for other template types (such as leadership or remote roles) using the question categories outlined on the source page.

Step 2: Add sections that match the source templates

Next, organize your Doc using headings that reflect the common themes used in the example templates:

  • Reason for leaving
  • Job satisfaction
  • Work environment and culture
  • Management and leadership
  • Growth and development opportunities
  • Compensation and benefits
  • Remote work experience (for distributed teams)
  • Feedback and recommendations

Under each heading, copy or adapt the specific types of questions used in the example templates, making sure they remain open-ended and neutral so employees feel comfortable sharing honest feedback.

Step 3: Turn questions into interview checklists

To make your Doc actionable during a conversation, convert each question set into a checklist:

  1. Select a series of questions under one section.
  2. Use checklist formatting to create a trackable list.
  3. Add blank lines or bullet points beneath each item to capture notes.

This simple pattern helps interviewers follow the same flow every time while recording responses in one place.

Track Exit Interviews with ClickUp Tasks

While Docs store your questions, ClickUp tasks help you manage the process of scheduling, conducting, and analyzing every exit interview.

Step 1: Create an exit interview task template

Follow these steps to turn your process into a reusable task template:

  1. In the “Standard Exit Interviews” List, create a task called “Exit Interview – TEMPLATE”.
  2. Add a checklist such as:
    • Schedule interview
    • Share expectations with employee
    • Conduct interview using the Doc template
    • Summarize key findings
    • Create follow-up action items
  3. Attach or link the relevant Doc that contains the exit interview questions.
  4. Save the task as a template so HR can reuse it for every departing employee.

Step 2: Use custom fields for structured data

Custom fields let you capture standardized information that reflects the patterns from the source page, such as:

  • Role level (Individual Contributor, Manager, Executive)
  • Department or team
  • Primary reason for leaving (career growth, pay, culture, management, relocation, etc.)
  • Employment type (on-site, remote, hybrid)

With these fields, you can quickly slice and compare results across different categories of employees.

Step 3: Link responses to the correct templates

Each time someone leaves, create a new task from the template and link it to the correct question set:

  1. Generate a new task using the exit interview task template.
  2. Assign it to the HR team member responsible for the interview.
  3. Link or attach the appropriate Doc (standard, leadership, or remote template).
  4. After the interview, use the task description or comments to summarize key points and add action items.

Analyze Feedback Collected through ClickUp

Once you have multiple exit interviews logged, you can analyze trends to improve retention and employee experience.

Use views to spot patterns

Create different views in your List to make sense of the feedback:

  • Table view: Sort by custom fields like reason for leaving or department.
  • List view: Group by employment type to see how remote or hybrid staff experiences differ.
  • Calendar view: Track when departures spike throughout the year.

These views help you turn qualitative answers from the exit interview templates into actionable insights.

Create improvement tasks directly from insights

Every time you identify a pattern (for example, frequent comments about lack of growth opportunities), create a new task in your HR or leadership Space to address it. Link the original exit interview tasks so decision-makers can review real feedback in context.

Best Practices for Managing Exit Interviews in ClickUp

To get the most from your setup, apply a few simple best practices:

  • Keep each template in a clearly named Doc so HR can find the right question set quickly.
  • Review and refine your question lists regularly as company priorities change.
  • Use neutral, non-leading language to encourage open feedback.
  • Summarize every conversation in the associated task to maintain a searchable history.
  • Limit access to sensitive data using appropriate permission settings.

Where to Learn More and Get Support

If you need additional support designing processes around exit interview data and implementing HR workflows, you can explore consulting resources such as Consultevo for process and systems guidance.

To review the underlying example questions and structures used in this how-to guide, return to the detailed exit interview templates described on the ClickUp exit interview templates page. Use those example question sets as the foundation for Docs and tasks so your offboarding process stays consistent, repeatable, and easy to track.

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