Research Whiteboard

  • Great for beginners
  • Ready-to-use, fully customizable Whiteboard
  • Get started in seconds
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Work with your team and keep all of your user research together in one location. Teams can use a methodical, adaptable user research template to organize information from usability testing sessions and consumer interviews.

Researching your project or product can be a complex and challenging task. To stay organized, you need a way to track all of your research data in one place—that's where ClickUp's Research Whiteboard Template comes in!

The Research Whiteboard Template helps you centralize and track your research from start to finish. With it, you'll be able to:

  • Organize research data into clear visualizations
  • Collaborate with colleagues on the same whiteboard in real-time
  • Easily access and review your research results anytime

Whether you're conducting market analysis or trying to better understand customer journeys, this template will help ensure success!

Benefits of a Research Whiteboard Template

Research whiteboards are an invaluable tool for any organization looking to collect and analyze data. Here are just a few of the benefits of using a research whiteboard template:

  • The ability to quickly and easily visualize data
  • The ability to identify trends and patterns in research
  • The ability to brainstorm ideas and solutions
  • The ability to collaborate with others in a visual way

Main Elements of a Research Whiteboard Template

ClickUp's Research Whiteboard Template is designed to help you capture and organize research in one place. This Whiteboard template includes:

  • Custom Statuses: Create tasks with various custom statuses to keep track of the progress of each research project
  • Custom Fields: Categorize and add attributes to manage your research projects and provide visibility to your team and other stakeholders
  • Custom Views: Start with this Whiteboard template and build out your ClickUp workflow which includes List, Gantt, Workload, Calendar, and more
  • Project Management: Improve research tracking with screen recording, collaborative editing, automations, AI, and more

How to Use a Research Whiteboard Template

When researching a new project or topic, the Research Whiteboard Template in ClickUp can help streamline the process. Here’s how to use it:

1. Set a goal

Before beginning your research, it’s important to establish a goal. Think about the outcome you want to achieve and create a clear goal that will help guide you during the research process.

Create a task in ClickUp to track your research goal and assign it to the team member responsible for completing it.

2. Gather resources

Once you’ve established a goal, it’s time to start gathering resources to help you with your research. This could include books, articles, websites, interviews, videos, and more.

Use the Whiteboard template in ClickUp to organize all your resources in one place.

3. Analyze resources

Once you’ve gathered all your resources, it’s time to analyze them. Look for patterns and connections between the resources and use this information to inform your research.

Create tasks in ClickUp to help you track the resources you’ve analyzed and the insights you’ve gained from them.

4. Share results

Finally, once you’ve completed your research, it’s important to share your findings with the rest of your team. Create a Doc in ClickUp to write up your results and share it with your team.

Get Started with ClickUp's Research Whiteboard Template

Academic researchers can use this Research Whiteboard Template to help everyone stay on the same page when it comes to organizing ideas and tracking research progress.

First, hit “Add Template” to sign up for ClickUp and add the template to your Workspace. Make sure you designate which Space or location in your Workspace you’d like this template applied.

Next, invite relevant members or guests to your Workspace to start collaborating.

add new template customization

Now you can take advantage of the full potential of this template to conduct research:

  • Set up a project for each research goal
  • Assign tasks to team members and designate a timeline
  • Collaborate with stakeholders to brainstorm ideas and create content
  • Organize tasks into categories to keep track of progress
  • Set up notifications to stay up-to-date on progress
  • Hold regular meetings to discuss progress and any issues
  • Use the Research Whiteboard to organize research data and findings
  • Monitor and analyze tasks to ensure maximum productivity

Get Started with Our Research Whiteboard Template Today

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