Recruit 5 churned SMB customers for exit interviews
Source contacts from CRM churn list, send outreach email, target interviews within 2 weeks.
Product Startups
User Research Board
User Research Board: From Interviews to Actionable Insights
User research often stalls between collecting notes and turning them into decisions. This User Research Board gives product and research teams a clear kanban board to move work from initial interview recruitment through live sessions, synthesis, and finally into validated, actionable insights. Each column maps to a real stage of the research process, so nothing gets lost in scattered docs or spreadsheets. Whether you're running customer interviews, usability tests, or survey follow-ups, this template keeps every task visible and moves it forward with clear ownership at each stage.
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User Research Board
4 columns
Interview Backlog
3Track potential research participants and upcoming interview requests before scheduling.
Line up power users for onboarding flow study
Identify 6 accounts with high feature usage in first 30 days, invite for 30-min sessions.
Schedule follow-up with beta testers on pricing page
Reach out to beta cohort who saw new pricing page, confirm availability for feedback call.
Scheduled & In Progress
3Hold interviews that are booked or actively being conducted, with raw notes captured live.
Interview: VP Ops at Acme Co - workflow pain points
Call booked for Thursday 2pm, focus on approval bottlenecks in current tool.
Usability test: new dashboard layout
Session with 3 participants, screen-record and capture task completion time.
Survey follow-up call with NPS detractors
Live call to dig into low NPS scores from last quarter survey.
Synthesis
3Analyze raw interview notes and recordings to identify patterns, quotes, and themes.
Code themes from onboarding interviews (n=6)
Tag transcripts for confusion points, drop-off triggers, and feature requests.
Compare pricing feedback across segments
Cross-reference enterprise vs SMB reactions to new pricing tiers from recent calls.
Summarize dashboard usability findings
Write up task success rate, time-on-task, and top 3 friction points from usability tests.
Actionable Insights
3Store validated, synthesized insights ready to hand off to product, design, or marketing teams.
Insight: Approval workflow needs bulk actions
80% of ops interviewees requested bulk approve/reject; hand off to product team for scoping.
Insight: Pricing page confuses annual vs monthly toggle
Recurring confusion in 4/6 sessions; recommend design review of toggle UI.
Insight: New users miss key setup step
5 of 6 onboarding interviewees skipped integration step; suggest adding inline prompt.
How to run this board
Step 1
Add potential interview candidates or research requests to the Interview Backlog column with context on why they're being contacted.
Step 2
Once a session is booked, move the task to Scheduled & In Progress and log live notes, quotes, and observations directly in the task.
Step 3
After the session, move the task to Synthesis and identify recurring themes, pain points, and patterns across multiple interviews.
Step 4
Write up validated findings as new tasks in Actionable Insights and tag the product, design, or marketing team responsible for follow-up.
Step 5
Use MCP tools or the REST API to periodically audit stale tasks in Scheduled & In Progress and nudge them toward Synthesis.
AI agent usage
Run it with AI agents
This board helps an AI agent or research ops lead track the full lifecycle of user research: planning interviews, capturing raw notes, synthesizing findings into insights, and pushing validated insights into action for product teams. Agents can use MCP tools to create tasks for each interview, move them through synthesis, and tag insights that are ready to hand off to product planning.
## User Research Board
Columns: Interview Backlog, Scheduled & In Progress, Synthesis, Actionable Insights.
- New research requests or interview candidates go into 'Interview Backlog'.
- Once a call/session is booked, move the task to 'Scheduled & In Progress' and log notes in the task description.
- After the session, move the task to 'Synthesis' and summarize themes, quotes, and pain points.
- When an insight is validated and ready for the product team, move it to 'Actionable Insights' and tag the owning team.
- Use the MCP server tools (list_tasks, create_task, move_task, update_task) to automate board updates instead of manual entry.
- Respect plan limits: free plan allows 1 project and 25 tasks total; do not create tasks beyond that without confirming a pro upgrade.Create a new interview task in the Interview Backlog column for a churned enterprise customer and note the reason for reaching out.
Move all tasks in Scheduled & In Progress that have notes older than 5 days into the Synthesis column.
Summarize the top 3 recurring pain points across tasks in the Synthesis column and create a new Actionable Insights task for each.
Learn more about the board-centric workflow in Kanban for AI Agents or open the MCP guide.
Frequently asked questions
How many research tasks can I track on the free plan?
The free plan supports 1 project and up to 25 tasks total, which covers a full research cycle from backlog through actionable insights for a small team or single study.
What happens if I need more than 25 tasks or multiple projects?
You can upgrade to the pro plan for $12/mo or $96/yr, which removes the single-project and 25-task limits so you can run multiple research studies in parallel.
Can I automate moving tasks between columns using an AI agent?
Yes. The MCP server exposes tools like list_tasks, create_task, update_task, and move_task so an agent can manage the board programmatically alongside the kanban board UI.
Does this template include a way to schedule interviews directly?
The board itself is a kanban board for tracking tasks and notes; scheduling happens outside the tool, but you can log interview times and details in each task's description.
Can I access this board from a desktop app?
Yes, the macOS app supports the same kanban board, columns, and tasks as the web version, so you can manage research tasks natively on Mac.
Are keyboard shortcuts available for moving tasks quickly?
Yes, keyboard shortcuts and the command palette let you move tasks between columns like Synthesis and Actionable Insights without using the mouse.
Related templates
Ready to create this board?
Sign in and use the template to create a project with columns and sample tasks.