How to Use ClickUp Likert Scale Templates

ClickUp makes it simple to collect, organize, and analyze survey feedback with ready-made Likert scale templates you can customize for any project, team, or audience.

This how-to guide walks you step by step through choosing a template, setting up your rating scales, sharing surveys, and turning responses into clear insights.

What a Likert Scale Is and Why Use ClickUp

A Likert scale is a structured rating system that asks people how much they agree or disagree with a statement using a consistent scale, such as 1–5 or labels like “Strongly disagree” to “Strongly agree.”

Combining Likert scales with ClickUp templates helps you:

• Standardize questions and response options across surveys
• Quickly duplicate and adapt surveys for new projects
• Store all feedback inside tasks, lists, or forms
• Visualize results and track trends over time

The source article with template ideas and examples is available at ClickUp Likert Scale Templates.

Prepare Your Survey in ClickUp

Before you start building, clarify what you want to measure. This makes your ClickUp setup faster and more consistent.

Step 1: Define Your Survey Goal

Decide the core purpose of your survey. Common goals include:

• Measuring customer satisfaction after a purchase
• Evaluating employee engagement and morale
• Collecting feedback on a product feature or beta release
• Assessing training, onboarding, or workshops

Write one clear sentence describing your goal. This will guide your question wording and your later analysis inside ClickUp.

Step 2: Choose a Likert Scale Format

Next, pick the type of scale you will use consistently across questions. Common options include:

• 5-point scale: Strongly disagree, Disagree, Neutral, Agree, Strongly agree
• 7-point scale: More nuanced agreement or satisfaction options
• Frequency scale: Never, Rarely, Sometimes, Often, Always
• Importance scale: Not important to Extremely important

Decide whether your survey is:

• Unipolar: From none to a lot (e.g., Not at all satisfied → Extremely satisfied)
• Bipolar: From negative to positive (e.g., Very dissatisfied → Very satisfied)

Use the same scale wording across all related questions to keep responses comparable inside ClickUp views and dashboards.

Set Up a ClickUp List for Your Likert Survey

Now you can structure your survey in a dedicated space so all responses stay together.

Step 3: Create a New List in ClickUp

1. Create or open the Space where you want to manage survey work.
2. Add a new Folder if you want to group multiple surveys over time.
3. Create a new List named after your survey goal, such as “Customer Satisfaction Survey Q3.”

This List will hold all tasks, questions, and response data associated with your Likert scale survey.

Step 4: Add Custom Fields for the Likert Scale

Custom Fields in ClickUp let you transform answer options into structured data. To capture Likert responses:

1. Open your survey List and click to add a new Custom Field.
2. Choose a field type to match your scale, such as:

• Dropdown: For labeled options like Strongly disagree → Strongly agree
• Rating: For numeric responses like 1–5 or 1–7
• Number: When you want strict numeric scoring

3. Name the field clearly (for example, “Overall Satisfaction (1–5)” or “Agreement Level”).
4. Enter your scale values or labels in the exact order you plan to use in your survey.

Repeat these steps to create fields for each key dimension you want to measure (e.g., “Ease of Use,” “Support Quality,” “Value for Money”).

Build Your Survey Using ClickUp Templates

With your List and Custom Fields ready, you can now build an efficient survey workflow using ClickUp templates.

Step 5: Create Question Tasks in ClickUp

One effective approach is to represent each survey as a single task and each question as a field or checklist item. Another approach is to create one task per respondent. Choose what best fits your reporting style.

For the most flexible tracking, set up:

• One task per respondent (especially when using Forms)
• Custom Fields per question aligned with your Likert scale

Inside your List:

1. Create a template task that will represent a completed survey.
2. Add a short description that explains the purpose of the survey and the scale (for internal reference).
3. Attach all relevant Custom Fields for your questions to this task.

Save this task as a Task Template in ClickUp so you can reuse it for each new survey or feedback round.

Step 6: Turn Your ClickUp Survey into a Form

The easiest way to collect answers is to convert your List into a shareable Form.

1. In your survey List, switch to the Form view or add a new Form view.
2. Map each Custom Field to a Form question.
3. Use clear, neutral question wording such as:

• “I find the interface easy to navigate.”
• “I am satisfied with the support I receive.”
• “This product meets my expectations.”

4. Show or hide task fields like name, description, and status as needed.
5. Customize the Form design with your logo, brand colors, and instructions.
6. Adjust privacy and submission settings (e.g., allow multiple submissions, redirect URL, confirmation message).

Every time someone submits the Form, ClickUp will automatically create a new task populated with their Likert scale answers.

Share and Collect Responses in ClickUp

Step 7: Distribute Your Survey Form

Once your Form is ready, you can distribute it directly from ClickUp.

Common ways to share the survey include:

• Sending the public Form link by email
• Embedding the Form on an internal portal or intranet
• Posting the link in chat tools like Slack or Microsoft Teams
• Adding the link to a customer newsletter or post-purchase email

Ensure you include a short explanation of the scale (for example, “1 = Strongly disagree, 5 = Strongly agree”) so respondents understand how to answer.

Step 8: Monitor Submissions in ClickUp

As responses come in, ClickUp will fill your List with tasks, each representing one completed survey.

To stay on top of activity:

• Use the List view to quickly scan responses per Custom Field.
• Filter by date to see only recent submissions.
• Sort by any Likert field (e.g., highest satisfaction first).
• Create saved filters for segments like “High risk” or “Low satisfaction.”

This structure gives you a live view of responses without exporting data to another tool.

Analyze Likert Data in ClickUp

Step 9: Use Views and Dashboards for Insights

ClickUp offers multiple ways to interpret Likert scale data once it is captured as Custom Fields.

Try these approaches:

• Table or List view: See raw scores and sort or filter by any field.
• Dashboards: Add widgets showing averages or counts for each question.
• Charts: Create bar or pie charts to visualize distributions of responses.
• Filters: Segment responses by customer type, department, or date range.

Look for patterns such as:

• Questions with strong agreement or high satisfaction
• Areas with many neutral responses, signaling uncertainty
• Consistently low scores that highlight improvement opportunities

Step 10: Turn Survey Results into Action

The real value of a Likert survey in ClickUp comes from translating feedback into concrete tasks.

1. Create follow-up tasks directly from low-scoring submissions.
2. Tag tasks with labels like “Urgent,” “Product Issue,” or “Training Needed.”
3. Assign owners and due dates so each concern is addressed.
4. Use comments to discuss specific responses with your team.

Because everything lives in the same workspace, it is easy to move from data to decisions and track progress over time.

Reuse and Scale Your ClickUp Likert Templates

Once you have a survey workflow that works, turn it into a reusable system.

Step 11: Save Your List as a Template

To create a reusable survey framework in ClickUp:

1. Open your fully configured List with Custom Fields and Form view.
2. Save the entire List as a List Template.
3. Give the template a clear, searchable name (for example, “Customer CSAT Likert Survey” or “Employee Engagement Likert Template”).
4. Add a short description so others on your team know when and how to use it.

Next time you need a similar survey, just create a new List from this template and adjust only the questions or scale if necessary.

Step 12: Standardize Likert Surveys Across Teams

For larger organizations, standardizing survey templates inside ClickUp helps ensure consistency and better longitudinal analysis.

To scale your approach:

• Store approved templates in a shared Space accessible to all relevant teams.
• Document survey best practices in a dedicated task or Doc.
• Encourage teams to clone templates instead of building new surveys from scratch.
• Periodically review and update templates based on feedback and new goals.

Next Steps and Additional Resources

By combining structured Likert scales with ClickUp templates, you gain a repeatable system for collecting feedback, tracking trends, and acting on insights in one place.

To go deeper into survey strategy, workflow optimization, and implementation support, you can explore additional guidance and services at Consultevo.

For more examples of Likert scale templates and use cases, review the original resource on the ClickUp blog and adapt the ideas to your own ClickUp workspace.

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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