Built for the messy middle of research
General research work often combines desk research, stakeholder interviews, quick surveys, data pulls, and synthesis. This board gives that ambiguity a clear operating rhythm.
Keep the brief honest
Hold research questions, audiences, assumptions, and decision deadlines in one visible place before fieldwork starts.
Separate design from delivery
Avoid treating planning, material creation, fieldwork, analysis, and reporting as one blurry to-do list.
Make handovers visible
Move tasks through stages so stakeholders can see what is being prepared, what is live, and what is ready for review.
The workflow columns
Use the template as-is, or rename columns to match your internal research process.
Planning
Brief, objectives, audience, stakeholders, and success criteria.
Design & Prep
Method choice, discussion materials, sample plans, consent, and logistics.
Fieldwork
Live data collection, interviews, surveys, observations, or evidence gathering.
Analysis
Coding, synthesis, charting, triangulation, and emerging findings.
Reporting
Storyline, slide drafting, stakeholder review, and recommendations.
Complete
Final output delivered, archived, and ready to reuse as evidence.
Where Pro helps this template
The free board is enough to start. Pro becomes valuable when a research project turns into shared delivery work.
Free starter board
- Open the workflow instantly
- Track unlimited tasks on a local board
- Use tags, priorities, comments, timers, and exports
Pro research delivery
- Unlimited boards for multiple studies
- Unlimited team members for researchers and stakeholders
- RACI ownership, Gantt planning, themes, and analytics
Common questions
Is this only for agencies?
No. It works well for internal research, product research, policy research, UX research, and mixed-methods projects.
Can I change the columns?
Yes. The template gives you a starting structure, and every column can be renamed, recolored, moved, or deleted.
Can I export the work?
Yes. KanbanQuick supports JSON and CSV exports so the board does not become a locked-in project file.