How to Run a UX Audit with ClickUp

A structured UX audit in ClickUp helps you uncover usability problems, organize findings, and turn them into clear, prioritized improvements for your product or website.

This step-by-step guide shows you how to plan, perform, and track a UX audit using insights from the original UX audit guide, while managing the full workflow inside one workspace.

What Is a UX Audit and Why Use ClickUp?

A UX audit is a systematic review of an interface to identify friction, errors, and opportunities to improve the experience. It combines qualitative and quantitative data so teams can make informed design decisions instead of guessing.

Managing the process in ClickUp lets you:

• Collect all evidence (screenshots, recordings, notes) in one place
• Standardize audit checklists and templates
• Assign owners, due dates, and priorities to every UX issue
• Track changes and measure impact over time

Step 1: Define UX Audit Goals in ClickUp

Before reviewing any screens, clarify why you are running a UX audit and what success looks like. Turning those goals into structured items in ClickUp keeps the work aligned.

Create an Audit Space or Folder in ClickUp

Start by setting up a dedicated area to keep the audit separate from day-to-day tasks.

1. Create a new Space or Folder named “UX Audit”.
2. Add a Project or List for the product, website, or feature set you are reviewing.
3. Set permissions so all stakeholders (design, product, engineering, support) can access it.

Capture Objectives and Scope

Translate the audit purpose into written objectives.

1. Create a task like “Define UX Audit Goals”.
2. In the task description, document:
   • Business goals (e.g., increase conversion, reduce churn)
   • User goals (e.g., complete onboarding faster)
   • Scope (flows, devices, platforms, or user segments covered)
3. Use custom fields for:
   • Target metrics (e.g., completion rate, time on task)
   • Primary user persona
   • Key funnel or feature being audited

Step 2: Build a UX Audit Checklist in ClickUp

A reusable checklist keeps each audit consistent and repeatable, and it works well as a baseline derived from the main UX heuristics and best practices described in the source guide.

Set Up a Reusable Template in ClickUp

Create a master task that can be copied for each product or feature you review.

1. Create a task named “UX Audit Master Checklist”.
2. Add subtasks for core categories, such as:
   • Navigation and information architecture
   • Onboarding and first-time use
   • Content clarity and readability
   • Accessibility and inclusivity
   • Forms and error handling
   • Performance and responsiveness
   • Visual design and consistency
3. Within each subtask, add a checklist with specific items (for example, “Labels are clear and descriptive”, “Error messages explain how to fix the issue”).
4. Save it as a Task Template in ClickUp so the same structure can be reused.

Align the Checklist with UX Principles

Use established heuristics—such as visibility of system status, match between system and real-world language, user control, error prevention, and consistency—to refine your checklist. The more your ClickUp template reflects these principles, the more thorough each future audit will be.

Step 3: Collect UX Data and Evidence

A strong UX audit blends different types of data. The original guide emphasizes combining analytics, usability testing, expert reviews, and customer feedback.

Set Up Data Collection Tasks in ClickUp

Break data gathering into focused tasks so each activity has an owner and deadline.

1. Create tasks such as:
   • “Export product analytics reports”
   • “Review support tickets and feedback”
   • “Run usability test sessions”
   • “Capture heuristic review notes”
2. Assign each task to the responsible team member.
3. Attach relevant files and links directly to the tasks (recordings, transcripts, screenshots, analytics dashboards).

Organize Findings with Custom Fields and Docs

To keep data structured inside ClickUp:

• Use a custom dropdown field for data source (analytics, testing, support, survey, expert review).
• Use ClickUp Docs to store longer reports or transcripts, and link them to related tasks.
• Add tags like “onboarding”, “checkout”, or “dashboard” so patterns by area are easy to spot later.

Step 4: Log UX Issues as ClickUp Tasks

Each problem you uncover during the UX audit should become a trackable task so it is never lost or forgotten.

Create a Dedicated “UX Issues” List in ClickUp

Within your UX Audit Space or Folder, add a List called “UX Issues”.

For every issue, create a task that includes:

• Title: Clear summary of the problem (e.g., “Users miss primary call-to-action on pricing page”).
• Description:
  • Steps to reproduce the issue
  • Expected behavior vs. actual behavior
  • User quotes or screenshots
• Severity field: Custom dropdown like “Critical”, “High”, “Medium”, “Low”.
• Impact area field: Conversion, retention, satisfaction, task success, or support volume.
• Evidence: Attach screenshots, links to recordings, and analytics charts.

Use Views in ClickUp to See Patterns

Different views make it easy to analyze issues from multiple angles:

• Board view: Group by severity to see the most urgent problems.
• List view: Sort by area or impact field to highlight problem hotspots.
• Table view: Scan many issues at once, filter by persona, platform, or funnel step.

Step 5: Prioritize UX Improvements

With many issues logged, you need a structured way to decide what to fix first. The source article stresses prioritizing by impact, effort, and alignment with goals.

Set Up Priority Criteria in ClickUp

Use custom fields to make prioritization transparent:

• Impact score: A number (for example, 1–5) reflecting effect on user success or business metrics.
• Effort score: Estimated complexity or time needed to resolve.
• Reach: Approximate percentage of users affected.
• Priority: Automatically derived or manually set (Must, Should, Could).

Create a view grouped by Priority so the team always knows which UX audit findings to address next.

Run Planning Sessions Using ClickUp Views

Use your prioritized List or Board view in planning meetings:

1. Filter to high-impact, low-effort issues for quick wins.
2. Identify a few larger, high-impact projects to schedule in upcoming sprints.
3. Assign owners, add due dates, and link each UX audit issue to related epics or feature work.

Step 6: Turn UX Audit Actions into a Roadmap

Once priorities are clear, transform your audit into a focused roadmap that can be executed and monitored in ClickUp.

Create a UX Improvement Roadmap in ClickUp

Build a dedicated List, or use a Timeline or Gantt view, to visualize how and when changes will be shipped.

1. Move or link the most important UX issues into your roadmap List.
2. Group items by milestone or release (e.g., “Onboarding improvements”, “Checkout optimization”).
3. Use start and due dates so the schedule is visible to everyone.
4. Connect tasks to sprints or cycles if you use agile boards.

Track Progress and Close the Loop

As work is completed:

• Update task statuses from “Open” to “In Progress” to “Resolved”.
• Add comments summarizing changes and linking design files or pull requests.
• Re-test the experience once released and attach before/after metrics.

This turns your UX audit into a measurable, continuous improvement process rather than a one-time report.

Step 7: Measure Results and Iterate

The final step is validating that your UX changes actually improved outcomes. The source guide highlights comparing key metrics before and after changes.

Document Metrics in ClickUp

Create a “UX Metrics” List or a Doc to log:

• Baseline metrics collected before changes (task success rate, conversion, time on task, support tickets).
• Follow-up metrics captured after updates.
• Notes on which UX audit actions correlate with improvements.

Link metrics tasks or Docs back to relevant UX issues so anyone reviewing the audit later can see the full story.

Schedule Recurring UX Audits

To maintain quality over time, schedule regular reviews.

1. Create a recurring task called “Run quarterly UX audit”.
2. Attach your master UX audit checklist template.
3. Adjust scope each cycle based on product changes and new user feedback.

Improve Your UX Audit Workflow

A disciplined UX audit process, supported by structured workflows in ClickUp, makes it easier to uncover friction, act on insights, and prove impact. If you want expert help designing or optimizing this workflow, you can explore consulting services at Consultevo to refine your setup and connect audit work to broader product strategy.

By combining a clear methodology from the original UX audit guide with a well-organized workspace, you create a repeatable system that continually improves your product and supports better outcomes for both users and the business.

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