How to Use ClickUp for Product Feedback Management

ClickUp can function as a complete product feedback system when you structure it correctly. This how-to guide walks you step-by-step through building a feedback workflow, prioritizing ideas, and turning customer input into a clear roadmap.

The process below is based on the practices described in the ClickUp product feedback software guide, translated into a practical setup you can implement right away.

Step 1: Plan Your ClickUp Product Feedback Space

Before building anything, clarify what you want from your product feedback system. Using ClickUp, you can centralize input from customers, sales, support, and internal teams in a single Space.

Define:

• Who will submit feedback
• Who will review and approve ideas
• How often you will review your backlog
• Which fields you must track for every request

Once this is clear, you are ready to create a dedicated ClickUp Space.

How to Create a Product Feedback Space in ClickUp

1. Create a new Space named something like “Product Feedback & Ideas”.
2. Set permissions so anyone who should send input has at least comment or limited create access.
3. Add members from product, support, sales, and customer success.
4. Turn on features you will need, such as Custom Fields, Forms, and Automations.

This Space will be the single source of truth for all feedback inside ClickUp.

Step 2: Build Lists for Different Feedback Types in ClickUp

Within your new Space, you will group feedback by type or source. ClickUp makes this simple with Lists.

Suggested Lists in Your ClickUp Space

• Customer Requests: feature ideas, improvements, and bugs coming from users
• Internal Ideas: concepts from product managers, engineering, design, or leadership
• Research & Discovery: insights from interviews, surveys, and experiments
• Roadmap Candidates: ideas that are validated and ready for possible scheduling

Each List remains flexible. You can move tasks between Lists as feedback matures from raw idea to roadmap item inside ClickUp.

Step 3: Design Feedback Tasks and Custom Fields in ClickUp

Every piece of feedback in ClickUp should be a task with consistent fields so you can compare and prioritize easily.

Set Up a Task Template for Feedback in ClickUp

1. Create a new task in your main feedback List.
2. Give it a structured name format, such as “Feature Request: <short description>”.
3. In the task description, add sections like:
   • Problem
   • Requested behavior
   • User segment
   • Notes from support or sales
4. Save this as a task template (for example, “Product Feedback Template”).

Configure Custom Fields in ClickUp for Prioritization

Use Custom Fields to capture data that will drive decisions:

• Feedback Source (Dropdown): Customer, Sales, Support, CS, Internal
• Customer Segment (Dropdown): SMB, Mid-Market, Enterprise, etc.
• Impact Score (Number or Dropdown): potential value to customers
• Effort Estimate (Number or Dropdown): rough cost to build
• Revenue at Risk or Opportunity (Currency): related deal size if relevant
• Volume of Similar Requests (Number): count of users asking for this

These fields turn ClickUp into a structured product feedback database rather than a simple idea list.

Step 4: Capture Feedback Automatically With ClickUp Forms

To avoid scattered feedback, route all input into ClickUp via Forms.

Create a Customer Feedback Form in ClickUp

1. Open the List where you want raw feedback to land.
2. Create a new Form view.
3. Add fields that map to your task template and Custom Fields, such as:
   • What problem are you trying to solve?
   • Describe the feature or improvement you’d like.
   • How often does this issue affect you?
   • Contact details (optional if you want to follow up)
4. Customize branding and instructions so users know exactly what to share.
5. Publish the Form and share it with customers, or embed it on your site or help center.

Use Internal Forms for Teams in ClickUp

Create internal Forms for support, sales, and customer success so they can quickly log requests from calls or chats. Map dropdowns to your existing Custom Fields to keep everything consistent across ClickUp.

Step 5: Standardize Review Stages With ClickUp Statuses

The core of your workflow is a clear set of statuses in ClickUp that represent how far an idea has progressed.

Example Status Workflow in ClickUp

• New: freshly submitted and not yet reviewed
• Under Review: product team is analyzing, clarifying, and validating
• Planned: accepted for the roadmap but not yet in development
• In Progress: being designed or built
• Released: shipped to customers
• Won’t Do: intentionally declined, with notes explaining why

Customize the names to match your team culture, but keep the flow simple so stakeholders can understand status at a glance in ClickUp.

Step 6: Prioritize Feedback Using ClickUp Views

Once you have a rich feedback database, use powerful Views in ClickUp to make better decisions.

Helpful Views for Product Managers in ClickUp

• Table View: sort and filter by Impact, Effort, Source, or Segment.
• Board View: group by Status to see the pipeline from New to Released.
• List View: grouped by Customer Segment to understand which segments need the most attention.
• Custom View: filter to only high-impact and high-volume requests to feed roadmap planning.

Save filters and sorting options so your team can open ClickUp and immediately see the most important feedback.

Step 7: Connect Feedback to Your Product Roadmap in ClickUp

Feedback is most valuable when it is clearly linked to your roadmap.

Link Feedback Tasks to Roadmap Epics in ClickUp

1. Create a separate ClickUp Space or Folder for your product roadmap.
2. Organize roadmap items as epics or features.
3. Use task relationships to link feedback tasks to the relevant epic (for example, “relates to” or “is blocked by”).
4. Use the number of linked feedback tasks as another signal of demand and importance.

This connection lets you show stakeholders exactly which feedback informed each roadmap decision in ClickUp.

Step 8: Keep Stakeholders Informed Through ClickUp

Clear communication closes the loop with customers and internal teams, and ClickUp can automate much of this.

Automation Ideas in ClickUp

• When Status changes to Released, add a comment template your team can adapt and send to customers.
• When Status changes to Won’t Do, automatically assign to a product manager to document rationale.
• When Impact or Revenue fields exceed a threshold, notify the product lead for faster review.

Combine these automations with regular review meetings using saved Views in ClickUp so everyone knows what is coming next.

Step 9: Analyze Product Feedback Trends in ClickUp

Over time, your feedback database becomes a powerful source of insight.

Ways to Analyze Feedback With ClickUp

• Group by Customer Segment to see which groups are experiencing the most friction.
• Filter by Source to compare customer requests with internal strategy ideas.
• Use the count of related tasks on each epic to estimate how many users are impacted.
• Track which statuses most requests land in to refine your product discovery process.

These simple analyses help you prioritize roadmap themes and make data-informed decisions using ClickUp as your central hub.

Step 10: Improve Your ClickUp Feedback System Over Time

A product feedback workflow is never finished. As your product evolves, refine your setup in ClickUp.

Review periodically:

• Are your Custom Fields still useful and accurate?
• Do your statuses match how work really moves?
• Are Forms capturing enough context without overwhelming users?
• Are Views and filters optimized for the questions you ask most?

Make small, continuous improvements rather than large disruptive changes so your team stays confident using ClickUp every day.

Additional Resources

To go deeper into best practices and alternative tools, read the full guide on product feedback software from ClickUp. For broader workflow consulting and implementation help, you can explore services from Consultevo.

By following these steps, you transform ClickUp into a unified, transparent product feedback engine that connects customer needs directly to your roadmap and release process.

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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