How to Use ClickUp to Run Better Product Surveys

ClickUp can help you organize, write, and manage powerful product survey questions so you collect better feedback, understand customers, and improve your product with confidence.

The guidance below is based on proven survey strategies outlined in the original product survey questions guide on ClickUp’s blog, translated into a clear how-to workflow you can implement inside your workspace.

Why Use ClickUp for Product Surveys

Before building surveys, it helps to understand why ClickUp is an effective hub for managing feedback work.

• Centralized research hub for all survey projects
• Templates and task views to keep questions consistent
• Custom Fields to track audience segments and survey status
• Docs for drafting questions and analysis outlines
• Automations to move responses through a review pipeline

Using one platform keeps your product team, marketing, and support aligned on what you are asking customers and what you will do with the answers.

Step 1: Set Clear Objectives in ClickUp

Every successful product survey starts with a clear goal. Use a dedicated List in ClickUp to define and track these objectives.

How to create a survey objectives list in ClickUp

1. Create a new Folder named Product Research.
2. Inside it, add a List called Survey Objectives.
3. Add tasks for each objective, such as:
   • Measure customer satisfaction
   • Validate new feature ideas
   • Identify onboarding friction
4. Use Custom Fields to tag each task with:
   • Target audience
   • Survey type (NPS, CSAT, feature, churn, etc.)
   • Priority level

These objective tasks become the backbone of every survey you design and help you avoid random, unfocused questions.

Step 2: Plan Survey Types with ClickUp Views

The source guide explains multiple product survey types: customer satisfaction, feature discovery, usability, onboarding, churn, and more. You can organize each type in ClickUp for easy reuse.

Organize survey types in ClickUp

1. Create a List named Survey Types & Templates.
2. Add one task per survey type, for example:
   • Customer Satisfaction Survey
   • New Feature Request Survey
   • Usability Testing Survey
   • Onboarding Experience Survey
   • Churn / Exit Survey
3. In each task, attach or link a ClickUp Doc where you store sample questions.
4. Use a Board view to group tasks by product area (onboarding, core product, billing, support).

Now your team can quickly pick a survey type and adapt existing questions instead of starting from scratch every time.

Step 3: Draft Product Survey Questions in ClickUp Docs

The article’s core value is its large library of ready-to-use questions. You can mirror this structure in ClickUp Docs and adapt it to your product.

Build a ClickUp Doc library of survey questions

1. Create a Doc called Product Survey Question Library inside your Product Research space.
2. Use headings in the Doc to mirror question categories, such as:
   • Customer Satisfaction Questions
   • Product Usage Questions
   • Feature Request Questions
   • Onboarding Questions
   • Pricing & Value Questions
   • Churn & Retention Questions
3. Under each heading, copy and adapt example questions from the source guide to match your product language and audience.
4. Use bullets to keep questions easy to scan and reuse.

Because the Doc sits in ClickUp, you can assign comments, track versions, and link specific question sections to tasks in your survey projects.

Step 4: Turn Questions into a Survey Project in ClickUp

Once your questions are drafted, convert them into an actionable project that shows owners, dates, and progress.

Create a survey execution workflow in ClickUp

1. Create a new List named after your survey, such as Q2 Customer Satisfaction Survey.
2. Add tasks for each phase:
   • Finalize questions
   • Build form in your survey tool
   • QA and test survey
   • Launch campaign
   • Monitor responses
   • Analyze results
   • Share findings
3. Assign each task to an owner and set due dates.
4. Link the List to the corresponding section of your Product Survey Question Library Doc.
5. Use statuses like Planned, In Progress, Review, and Complete to track each phase.

This turns a static set of questions into a repeatable, visible survey process your whole product team can follow.

Step 5: Manage Respondent Segments with ClickUp Custom Fields

The source material stresses tailoring questions to segments like new users, power users, and churned customers. ClickUp makes this easier with Custom Fields and tags.

How to track segments in ClickUp

1. Open your survey List settings and add Custom Fields for:
   • User type (New, Active, Power, Churned, Prospect)
   • Plan level (Free, Pro, Enterprise)
   • Channel (Email, In-app, Social, Onboarding)
2. Apply these Custom Fields to tasks that hold specific question sets or distribution campaigns.
3. Use filters to view only tasks targeting a certain segment, such as new users on a specific plan.

This structure helps you design more relevant surveys and avoid sending generic, one-size-fits-all questionnaires.

Step 6: Collect and Organize Survey Insights in ClickUp

Running a survey is only half the job. The article emphasizes turning responses into decisions. ClickUp can act as an insights hub.

Build an insights pipeline in ClickUp

1. Create a List called Survey Insights & Actions.
2. For each key finding from your survey, create a task that includes:
   • Summary of the insight
   • Supporting data or quotes
   • Impact area (UX, features, pricing, support, onboarding)
   • Suggested action
3. Link each insight task back to the original survey project and the Doc that holds the related questions.
4. When an insight becomes a roadmap change, convert it into or link it to a product delivery task or epic.

This ensures survey results do not sit in spreadsheets or slide decks. Instead, they drive visible, trackable product improvements in the same platform.

Step 7: Create Reusable ClickUp Templates for Surveys

After running several surveys, you will likely find patterns in how you plan and execute them. Turn these into templates inside ClickUp.

How to build survey templates in ClickUp

1. Choose a successful survey List that already uses phases, Custom Fields, and linked Docs.
2. Clean out dates and assignees so the structure is generic.
3. Save the List as a template with a clear name like Product Survey Project Template.
4. Create a Doc template from your question library sections so teams can quickly spin up new question sets.

With these templates, anyone on your team can launch a new product survey while staying consistent with best practices from the original ClickUp guide.

Next Steps and Additional Resources

If you want expert help designing survey processes, product feedback systems, or broader ClickUp implementations, consider working with a specialist consultancy like Consultevo that focuses on productivity and workflow optimization.

For deeper inspiration on what to ask in your next product survey, explore the full question library and examples in the original guide on the ClickUp blog about product survey questions, then adapt the steps in this article to manage everything efficiently in your workspace.

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If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

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