“How do I make this make sense?”
If you’ve ever stared at a blank doc and a pile of interviews, you know the feeling.
The hard part isn’t just doing the research—it’s turning it into a clear, convincing story. A great UX portfolio does exactly that—showcasing your process, strategy, and structure in motion.
The good news? You don’t have to start from scratch.
We’ve curated 16 free UX research portfolio templates to help you shape your work into sharp, strategic stories—perfect for job hunts, freelancing, or personal branding.
Let’s dive in! ⚓
16 Free UX Research Portfolio Templates for Designers
- What Is a Ux Research Portfolio Template?
- What Makes a Good UX Research Portfolio Template?
- 16 UX Research Portfolio Templates
- 1. ClickUp Design Portfolio Template
- 2. ClickUp Design Brief Whiteboard Template
- 3. ClickUp User Research Plan Template
- 4. ClickUp Heuristic Review Template
- 5. ClickUp Case Study Design Template
- 6. ClickUp UX Roadmap Template
- 7. ClickUp Usability Testing Whiteboard Template
- 8. ClickUp Usability Testing Plan Template
- 9. ClickUp Design Portfolio Task Template
- 10. ClickUp UI Designers Executive Summary Template
- 11. ClickUp Deliverables Template
- 12. ClickUp AI Enhanced Project Portfolio Template
- 13. ClickUp Media Kit Template
- 14. ClickUp Project Plan Template for Research
- 15. ClickUp Research Whiteboard Template
- 16. ClickUp Research Report Template
- Get The Click(Up)-Through Rate You Need
Summarize this article for me pleaseWhat Is a Ux Research Portfolio Template?
A UX research portfolio template is a structured framework, typically in a document, slide deck, or website format, designed to guide researchers in compiling and showcasing their work.
It includes predefined sections for project overview, research methods, participant details, findings, impact, and user experience survey questions, ensuring that all necessary elements are consistently documented.
Summarize this article for me pleaseWhat Makes a Good UX Research Portfolio Template?
A UX designer’s life revolves around making thoughtful decisions grounded in research and collaboration. A well-structured template with a consistent format that’s flexible enough to adapt to different research types and project scopes makes this easier.
Here’s what to look for. 👇
- Defined project structure: Includes pre-built sections for objectives, user research methods, findings, outcomes, and reflection
- Custom Fields and tags: Let you organize research by type, user group, impact level, or design stage
- Status tracking: Helps manage work-in-progress with labels like Draft, Under Review, or Completed
- Linked case studies and outputs: Connects each research effort to design changes, prototypes, or usability improvements
- Collaboration-ready layout: Supports real-time editing, comments, and contributions from team members
- Professional formatting: Keeps your portfolio clean, scannable, and easy to update across multiple projects
Summarize this article for me please16 UX Research Portfolio Templates
UX portfolios often live across disconnected tools, which makes it hard to present a cohesive story or scale your research process across teams.
ClickUp addresses this issue with templates that integrate research summaries, documentation, timelines, and feedback into a unified workspace.
But it doesn’t just stop there.
The ClickUp Design Project Management Software elevates your entire research workflow, helping you map journeys and insights, capture every detail, and track real-time progress across teams.
Let’s get started! 🛠️
1. ClickUp Design Portfolio Template
If organizing your designs feels chaotic, the ClickUp Design Portfolio Template provides a structured space to map your creative journey.
Here’s how to build a design portfolio with this template:
- Use ClickUp Custom Statuses like Client Review, Internal Review, For Approval, and Complete to track project progress
- Add ClickUp Custom Fields such as Final Output, Design Category, and Design Stage to capture key decisions
- Navigate multiple Custom Views like Start Here, Projects, and By Design Stages to structure your narrative visually
📌 Ideal For: UX design students creating a research-backed portfolio.
2. ClickUp Design Brief Whiteboard Template
When everyone has a different version of the brief, you need the ClickUp Design Brief Whiteboard Template brings clarity to the chaos. Built for early-stage alignment, it provides a shared visual space to outline project goals, map client expectations, and align creative direction with business needs.
Here’s how to use it:
- Use pre-built sections like Brand Highlights, Objectives, Target Market, and Marketing Direction to consolidate inputs
- Add sticky notes, references, and notes across the canvas to make room for creative thinking
- Turn sticky notes into ClickUp Tasks directly from the whiteboard to preserve context
📌 Ideal For: Aspiring UX researchers collaborating on early-stage projects and needing a visual workspace.
🔍 Did You Know? Don Norman is known as the ‘Father of User Experience.’ He coined the term ‘user experience’ (UX), defining it as: ‘User experience encompasses all aspects of the end user’s interaction with the company, its services, and its products.’
3. ClickUp User Research Plan Template
The ClickUp User Research Plan Template is a ready-to-use doc designed to help product teams plan, organize, and execute effective user research. It guides you through defining research objectives, outlining methodology, and identifying key participant criteria.
Here’s how it helps:
- Start with a pre-formatted Doc that guides you through defining objectives, user segments, methodologies, and timelines
- Manage steps like Planning, In Progress, and Completed with Custom Statuses
- Apply tags for research type and target user groups for better organization
📌 Ideal For: Teams preparing structured research plans to demonstrate clarity.
4. ClickUp Heuristic Review Template
The ClickUp Heuristic Review Template gives you a repeatable workflow to organize all your findings in one place.
Here’s how the template helps you run cleaner, faster reviews:
- Evaluate each UI element against usability principles simultaneously with the dedicated Heuristic Review View
- Capture issues as tasks and tag them with fields like severity or category for easier prioritization in your marketing portfolio
- Follow the built-in Getting Started Guide to onboard your team and align review criteria
📌 Ideal For: Mid-level UX professionals conducting solo or team-based audits to showcase evaluation and research skills.
5. ClickUp Case Study Design Template
The ClickUp Case Study Design Template helps you build data-backed narratives that showcase your impact in the way you need.
See how it lets you focus:
- Track case study progress end-to-end with New Testimonial, In Review, and Needs Revision statuses
- Highlight data impact with fields that tag each case study by client name, outcome, project type, or industry
- Move across views like Case Study Questionnaire, Client Board, and Case Study Status to collect inputs, assign reviewers, and monitor overall workflow
📌 Ideal For: UX job applicants crafting detailed, measurable case studies to present design decisions backed by user data.
💡 Pro Tip: White (or negative) space helps guide the user’s eye and makes content easier to digest, creating a clean and uncluttered feel; ensure you incorporate it in the right balance.
6. ClickUp UX Roadmap Template
The ClickUp UX Roadmap Template gives you a shared visual timeline that contextualizes your UX initiatives. Built within ClickUp Whiteboards, this template helps you break down the work with precision:
- Organize initiatives across Now, Next, and Future swimlanes so your team can focus on what’s in the pipeline
- Use defined blocks to capture Theme, Objective, Who & What, Summary, and Dependencies for every effort
- Emphasize research phases, design priorities, and implementation stages using UX design tools, sticky notes, and legend-based markers
📌 Ideal For: UX researchers planning to communicate their long-term strategy and design decisions.
💡 Pro Tip: Great UX portfolios start with well-documented projects. This video walks you through managing creative and design work in ClickUp—so you can showcase not just the outcomes, but your entire process.
7. ClickUp Usability Testing Whiteboard Template
A usability test evaluates how real users interact with your product to uncover friction points and improve the overall experience. ClickUp’s Usability Testing Whiteboard Template ensures that those insights are captured clearly and acted upon efficiently.
Here’s how the usability testing template helps:
- Use the built-in Whiteboard layout to map out objectives, task flows, and participant details before any test begins
- Add Custom Fields to track user pain points, task success rates, and qualitative feedback in context
- Move items across custom statuses like Scheduled, In Testing, or Analyzed to keep everyone aligned
📌 Ideal For: Portfolio builders looking to include complete usability testing cycles.
📮 ClickUp Insight: More than half of employees struggle to find the information they need at work. While only 27% say it’s easy, the rest face some level of difficulty—with 23% finding it very difficult.
When knowledge is scattered across emails, chats, and tools, wasted time adds up fast. With ClickUp, you can turn emails into trackable tasks, link chats to tasks, get answers from AI, and more within a single workspace.
💫 Real Results: Teams are able to reclaim 5+ hours every week using ClickUp—that’s over 250 hours annually per person—by eliminating outdated knowledge management processes. Imagine what your team could create with an extra week of productivity every quarter!
8. ClickUp Usability Testing Plan Template
The ClickUp Usability Testing Plan Template is a pre-built structure that guides your team through every usability test phase, from recruitment to reporting. It provides a workflow with defined fields, subtasks, and progress tracking to ensure consistent execution.
You can:
- Use Project Name, Project Description, Test Lead, and Test Method Custom Fields to ground the team in scope and logistics
- Break down work into seven clear subtasks like Test Planning, Participant Recruitment, Materials Preparation, Environment Setting, Test Proper, Data Analysis, and Test Reporting with the ‘To-Do list’
- Visualize progress in real time with the live Test Progress bar
📌 Ideal For: Researchers managing multiple usability test sessions and needing a consistent format.
💡 Pro Tip: Incorporate fun elements, such as animations, playful copy, and gamification, to boost user engagement and loyalty, and even alleviate frustration. For instance, apps like TikTok and Fitbit use fun features like these to keep users coming back.
9. ClickUp Design Portfolio Task Template
The ClickUp Design Portfolio Task Template is built for designers who need more than a big-picture view. This task-focused version of the UX design portfolio template drills down into the execution, tracking every design stage, asset, and deadline with precision.
Here’s how to use it for day-to-day execution:
- Break down your design work with fields like Design Stage, Design Category, and Final Output
- Stay on top of progress with Due Dates, Task Priorities, and Assignees to monitor progress through task-level completion
- Navigate nested pages inside the attached ClickUp Docs for project goals, briefs, UX strategy, and success metrics
📌 Ideal For: Junior designers documenting individual project tasks, design assets, and iterations.
📖 Also Read: UX Design Books Every Designer Should Read
10. ClickUp UI Designers Executive Summary Template
When stakeholders ask for a quick overview of your UI work, the ClickUp UI Designers Executive Summary Template comes in handy. You can use it to articulate how your UI decisions align with user needs and business goals.
To manage it optimally, try:
- Adding fields like Project Name, Client Name, and Design Type to document what you’re working on and for whom
- Organizing projects using sections like Pending Feedback, In Progress, or Completed so collaborators and reviewers know what’s done and what’s next
- Switching between List, Board, or Calendar View to manage deliverables or prep for stakeholder meetings
📌 Ideal For: UI-focused applicants creating a clean overview of visual work.
🔍 Did You Know? The key difference between customer experience and user experience is that customer experience encompasses the entire relationship with a brand, whereas user experience focuses on product interactions.
11. ClickUp Deliverables Template
The ClickUp Deliverables Template maintains visibility over multiple deliverables while avoiding missed deadlines.
Here’s how it helps you stay in control:
- Track real-time progress with statuses like To Do, In Progress, For Approval, and Complete, so every deliverable’s stage is crystal clear
- Capture delivery details using fields like Approver, RAG Status, Project Phase, and Completion Status to remove ambiguity and flag blockers early
- Manage the big picture with prebuilt views like Team Status, Schedule, and Status Board so you can monitor timelines, workloads, and dependencies
📌 Ideal For: UX researchers managing multiple projects and wanting to track deliverables.
12. ClickUp AI Enhanced Project Portfolio Template
If your project portfolio feels like a black box of missed updates and hidden risks, the ClickUp AI Enhanced Project Portfolio Template gives you a smarter way to manage and scale your entire operation.
Powered by ClickUp Brain, this template surfaces insights, risks, and resource suggestions in real time—no dashboard-hopping required.
Here’s how it works:
- Instantly see project statuses, owners, deadlines, and blockers across all workstreams with the Portfolio Dashboard
- Use Progress Insights (AI) to surface overdue tasks, stuck initiatives, and overall health
- Flag at-risk projects and recommend corrective action with the Automated Risk Tracker
- Leverage the Resource Allocation Board to understand team capacity, identify under-or over-assigned teammates, and use AI suggestions to reassign tasks
📌 Ideal For: Experienced UX professionals presenting cross-project insights with AI-generated summaries.
13. ClickUp Media Kit Template
The ClickUp Media Kit Template is a centralized workspace for organizing and sharing your brand assets, company information, and press materials in one polished, easy-to-access format. A perfect addition to your client-getting system, it builds a polished kit that tells your brand’s story and duplicates it for different clients.
You can structure:
- What you do and why it matters in the About Me and Key Metrics section
- Upload your logo, product photos, or profile shots directly into the document
- List offerings and rates clearly to avoid back-and-forth in the Service Table section
- Ensure media reaches the right person fast using the Contact Details section
📌 Ideal For: Freelance UX designers building a self-branded media kit that includes services, metrics, and work samples.
14. ClickUp Project Plan Template for Research
The ClickUp Project Plan Template for Research gives you a framework to organize every research phase, from defining objectives to delivering results.
Here’s how it helps you manage complexity:
- Set project foundations using built-in fields for Objectives, Scope, Timeline, and Team Roles
- Break down workstreams into clear, trackable tasks with custom statuses like Planning, Data Collection, Analysis, and Complete
- Define phases like literature review, data collection, and analysis with List View grouped by the project stage
📌 Ideal For: Researchers leading end-to-end UX studies, needing a structured way to outline phases.
📖 Also Read: UX Design Conferences and Events for Professionals
15. ClickUp Research Whiteboard Template
Not every UX research project starts with a task list; sometimes, you need to think out loud, map ideas, and collaborate visually. That’s where the ClickUp Research Whiteboard Template comes in. It’s built for freeform brainstorming, collaboration, and idea mapping.
Use this template to:
- Collect raw research findings using digital sticky notes, grouped by category or theme
- Spot trends faster with a visual canvas that makes patterns and pain points stand out
- Collaborate with teammates live—add, edit, and comment directly on shared research
- Transition from brainstorming to action by converting notes into trackable tasks
📌 Ideal For: Early-stage researchers who prefer mapping findings visually before turning them into structured insights.
16. ClickUp Research Report Template
You’ve done the research, now comes the hard part: turning it into a clear, shareable report. The ClickUp Research Report Template is designed for user experience documentation and presenting your findings in a professional, ready-to-share format.
With this template, you can:
- Use pre-formatted sections for Executive Summary, Methodology, Results, Discussion, and Appendices
- Track contributions and edits with fields like Report Author and Contributors
- Apply statuses like Draft, In Review, or Approved to manage progress
📌 Ideal For: Professionals translating raw data into UX research case studies.
Not set on these UX research portfolio templates? Hear it from this real-life user:
Summarize this article for me pleaseGet The Click(Up)-Through Rate You Need
Your research has depth, and your portfolio should reflect that.
Whether you’re polishing your narrative for hiring managers or just bringing order to creative chaos, ClickUp’s UX research portfolio template options are your head start.
They come powered with ClickUp Brain for auto-summarizing insights, Whiteboards for mapping journeys in context, and flexible Views to organize everything from research plans to usability test results.
Ready to level up your UX research portfolio? ClickUp is the everything app for work, giving you the tools to manage, document, and present your research—all in one place. Sign up to ClickUp for free today! ✅
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