How to Run Customer Discovery in ClickUp

ClickUp makes it simple to organize customer discovery research so you can understand user problems, prioritize ideas, and build better products with confidence.

This how-to guide walks you through setting up a complete discovery workflow, using insights from the customer discovery templates overview as a foundation.

Step 1: Plan Your Customer Discovery in ClickUp

Before you talk to users, define what you want to learn and how you’ll structure the work inside ClickUp.

Create a Customer Discovery Space in ClickUp

1. Open your Workspace and create a new Space named “Customer Discovery” or similar.

2. Add a folder for each initiative, for example:

   • Onboarding Research

   • Pricing Feedback

   • Feature Validation

3. Set basic permissions so product, UX, marketing, and support teams can all collaborate.

Define Your Discovery Objectives

Use a ClickUp Doc to clarify what you want to learn. Include:

• Target audience segments

• Key problems or hypotheses

• Decisions you’ll make with the results

• Success criteria and timelines

This document becomes your single source of truth for the project.

Step 2: Build a Customer Discovery List in ClickUp

Next, set up a List where you’ll track interviews, surveys, and other research activities.

Set Up Task Statuses in ClickUp

In your new List, customize statuses to match your discovery workflow, for example:

• To Recruit

• Scheduled

• In Interview

• Waiting on Survey

• Analyzing

• Complete

These statuses make it easy to see where each participant or activity stands.

Add Custom Fields for Research Details

Use ClickUp Custom Fields to capture structured data about each participant and session. Helpful fields include:

• Participant Type (dropdown: prospect, active user, churned user, etc.)

• Company Size

• Product Tier or Plan

• Interview Date

• Research Method (interview, survey, usability test)

• Priority or Insight Impact

These fields allow you to later filter, sort, and group insights inside ClickUp.

Step 3: Create Interview and Survey Tasks in ClickUp

Each interview or survey should be represented as a task so you can manage progress and documents in one place.

Use ClickUp Task Templates for Discovery

1. Create a new task named “Customer Interview Template.”

2. In the task description, add sections for:

   • Objective

   • Participant profile

   • Interview script and questions

   • Notes and observations

   • Key quotes

   • Preliminary insights

3. Save this task as a Task Template so you can reuse it for every new interview.

Repeat the same approach for survey tasks, including links to your survey tool and fields to track completion and response quality.

Schedule and Assign Discovery Work

Within each ClickUp task:

• Assign an owner responsible for running the session.

• Set due dates for interviews and analysis.

• Add checklists for preparation, conducting the session, and follow-up.

• Attach call recordings or transcripts as files or links.

This ensures every discovery activity has a clear owner and timeline.

Step 4: Capture Insights in ClickUp Docs

Raw notes turn into real value when you organize them in a structured way.

Build a Discovery Insights Hub in ClickUp

1. Create a ClickUp Doc called “Customer Discovery Insights Hub.”

2. Organize the Doc into sections, such as:

   • Problem Themes

   • Jobs to Be Done

   • Feature Requests

   • Usability Issues

   • Pricing and Value Feedback

3. Link relevant tasks directly in the Doc so readers can jump to original sessions.

Use headings, bullets, and tables to keep insights concise and scannable.

Standardize How You Summarize Each Session

For each interview or survey, add a short summary in your Doc using a consistent mini-template, for example:

• Who: role, company type, plan

• What they were trying to do

• Top 3 problems or quotes

• Opportunities or ideas

• Impact rating (low/medium/high)

Consistent formatting makes it easy to compare sessions and spot patterns.

Step 5: Analyze and Prioritize in ClickUp

Once you’ve collected insights, use ClickUp views and fields to decide what to build next.

Use Board and Table Views in ClickUp

Switch between different views to see your discovery work from multiple angles:

• Board view: Drag tasks by status (e.g., To Recruit → Complete) to manage workflow.

• Table view: Sort and filter by Custom Fields like Impact, Effort, or Participant Type.

• Calendar view: Visualize when interviews and analysis sessions are scheduled.

These views help you balance research load and keep the pipeline moving.

Turn Insights into Prioritized Initiatives

1. Create a separate List or Folder for “Discovery-Backed Ideas.”

2. For each opportunity you identify, create a task with:

   • Problem statement

   • Linked discovery tasks and Docs

   • Impact and Effort fields

   • Owner and timeline

3. Use ClickUp’s priority flags and Custom Fields to stack-rank opportunities.

This ensures your roadmap is tied directly to real customer insights.

Step 6: Share and Automate Customer Discovery in ClickUp

Make it easy for your broader team to see what you’re learning and keep the process running smoothly.

Create Views and Dashboards in ClickUp

Set up a shared view or dashboard that highlights:

• Number of active discovery sessions

• Upcoming interviews by owner

• Top problem themes by impact

• Recent insights and decisions

Use widgets and charts to visualize progress and keep stakeholders aligned.

Automate Repetitive Discovery Tasks

Use simple automation rules, such as:

• When a task moves to “Scheduled,” notify the assigned interviewer.

• When a task moves to “Complete,” create a follow-up task for analysis.

• When Custom Fields like Impact are updated, notify product and UX leads.

These automations reduce manual coordination so you can focus on talking to customers.

Next Steps: Improve Your Process Beyond ClickUp

Customer discovery is an ongoing practice. As you learn, refine your templates, statuses, and Docs to better match your team’s workflow in ClickUp.

To deepen your strategy around research, experimentation, and product-market fit, consider exploring specialized product and growth resources from partners such as Consultevo.

For more context on discovery methods and templates that inspired this workflow, review the original overview of customer discovery templates on the ClickUp blog and adapt the ideas to your own processes.

By centralizing your research, insights, and decisions in ClickUp, you create a transparent, repeatable system for building products that truly solve customer problems.

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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