How to Recreate Miro Customer Journey Maps in ClickUp

If you are used to building customer journey maps in Miro, you can rebuild and enhance the same visual workflows directly in ClickUp. This how-to guide walks you through setting up journey maps, organizing tasks, and collaborating with your team using ClickUp workspaces, Whiteboards, and templates.

Why Move Customer Journey Mapping to ClickUp

The source guide on creating customer journey templates in Miro shows how useful a shared visual space can be. You can build that same visual clarity in ClickUp while keeping all your work, tasks, and documentation in one tool.

By rebuilding your journey in ClickUp, you can:

Visualize each touchpoint while connecting it to real tasks and owners
Centralize feedback, status, and files in one place
Track improvements to the journey over time with custom fields and statuses
Avoid switching between multiple tools just to understand the customer experience

Step 1: Plan Your Customer Journey Structure in ClickUp

Before you start drawing anything, outline the journey stages and key touchpoints that you want to bring into ClickUp.

Define your stages. Use the same stages used in Miro customer journey templates, such as Awareness, Consideration, Purchase, and Retention.
List touchpoints. Under each stage, list the interactions your customers have with your brand.
Note customer actions and emotions. For each touchpoint, clarify what the customer is trying to do, how they feel, and what information they need.

Having this outline ready will make it easier to build clear structures inside ClickUp, whether you use tasks, Whiteboards, or both.

Step 2: Create a Workspace for Your Journey in ClickUp

Next, create the space where all journey work will live inside ClickUp.

Create a Space or Folder. Set up a dedicated Space or Folder named “Customer Journey Mapping” so everyone knows where journey-related work belongs.
Add Lists for each stage. Create Lists for each journey stage. For example:
- Awareness
- Consideration
- Onboarding
- Retention
Customize statuses. Align statuses with your journey mapping work, such as Backlog, Drafting, In Review, Live, and Iterating.

Using lists and statuses in ClickUp helps you turn a static map into an active, trackable workflow.

Step 3: Build a Visual Journey Map on ClickUp Whiteboards

Miro customer journey templates rely heavily on canvases and nodes. You can mirror that visual style using Whiteboards in ClickUp.

Open a Whiteboard. In your journey Space or Folder, create a new Whiteboard and name it clearly, such as “Customer Journey Map – Product A”.
Add stages as columns or swimlanes. Use shapes or containers to represent each stage across the board.
Add touchpoints as nodes. For each stage, add boxes or sticky notes representing individual customer touchpoints.
Connect nodes with arrows. Show movement from one touchpoint to another with simple directional arrows, just as you would in Miro.
Include notes on emotions and pain points. Under each node, add short notes about customer feelings, obstacles, and key insights.

This gives you a visual, collaborative diagram that mirrors a Miro template while staying inside ClickUp.

Step 4: Link Whiteboard Elements to Tasks in ClickUp

The main advantage of using ClickUp for journey mapping is the direct connection between your diagram and actionable tasks.

Create tasks from Whiteboard items. For each important touchpoint or pain point, create a task in ClickUp directly from the Whiteboard object (or add an existing task link).
Assign owners and due dates. Give each task an owner, priority, and deadline so improvements to the journey are clearly managed.
Use custom fields. Add fields like Journey Stage, Customer Emotion, or Impact Level to help you filter and report on journey-related work.
Attach supporting research. Add files, screenshots, and user research directly to each task to centralize context.

By tying visual nodes to tasks, you ensure that every insight from the journey map leads to specific, trackable actions inside ClickUp.

Step 5: Use ClickUp Views to Analyze and Improve Journeys

Once your customer journey map is live, different ClickUp views can help you analyze and optimize it over time.

Use List and Board Views in ClickUp

Switch between List and Board views to manage journey improvements.

List view. Filter tasks by journey stage, emotion, or priority to see what needs work.
Board view. Drag and drop tasks across statuses like Drafting, In Review, and Live to manage flows visually.

Use Timeline and Gantt Views in ClickUp

Customer journey changes often affect multiple teams. Timeline-style views help align all improvements.

Visualize when journey updates will roll out
Spot bottlenecks where tasks stack up
Coordinate cross-team dependencies on your journey roadmap

Use Docs and Comments in ClickUp

Support your journey map with rich documentation.

Create Docs for customer personas, research summaries, and journey narratives.
Link these Docs to your Whiteboard and tasks.
Use comments and @mentions to collect feedback on each touchpoint.

Step 6: Turn Your Journey into a Reusable Template in ClickUp

Miro templates make it easy to reuse structure. You can capture the same benefit in ClickUp by turning your journey setup into a template.

Standardize your layout. Clean up your Whiteboard, Lists, statuses, and custom fields so they match the ideal journey framework.
Save Lists as templates. Save your journey Lists with their fields, views, and statuses as templates, so teams can quickly spin up maps for new products or segments.
Save Docs as templates. Turn persona profiles and research outlines into templates to keep discovery work consistent.
Document usage guidelines. Add a Doc explaining how to use the journey template, when to create new journeys, and how to keep them updated in ClickUp.

Step 7: Keep Your ClickUp Journey Map Updated

A customer journey map is only valuable when it stays current. Use ClickUp to build a sustainable update workflow.

Schedule recurring reviews. Create recurring tasks to review key stages on a monthly or quarterly basis.
Capture new insights. When fresh research arrives, add it as comments, attachments, or new tasks tied to the relevant touchpoints.
Track experiments. For each change to the journey, create a task describing the experiment, expected impact, and result.
Use dashboards. Build dashboards that track metrics for tasks related to the journey, such as completion rates, response times, and satisfaction indicators.

Reference Material and Further Reading

The visual style and structural ideas described here are inspired by the customer journey mapping concepts shown in the original guide on Miro templates. You can review that reference here:

Miro Customer Journey Templates Guide

If you need professional help designing scalable workspace structures and workflows around your journey maps, consider working with a specialist consultancy such as Consultevo, which focuses on optimizing work management systems and digital operations.

Implement Customer Journey Mapping in ClickUp Today

By combining structured Lists, visual Whiteboards, task linking, and reusable templates, you can move from static Miro diagrams to a living system inside ClickUp. Start by outlining your stages, building a Whiteboard, and connecting each touchpoint to a task. Over time, refine your views, templates, and dashboards so your entire organization can see, improve, and collaborate on the customer experience in a single platform.

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