Market research template

You’re preparing to launch a new product, adjust pricing, or reposition in a fast-moving market. However, without a precise market analysis, your team is scrambling. One person is pulling old survey data, another is building a slide deck from scratch, and leadership is still waiting for insights to inform their strategy. Without a structured market research template, it’s easy for timelines to slip and key findings to get lost in disconnected Google Docs and Excel spreadsheets.

This template gives you a repeatable system for planning, collecting, analyzing, and presenting market research. It includes predefined sections for setting research goals, defining your buyer personas, selecting methods, capturing data, and summarizing results. So your team spends less time reinventing the process and more time generating valuable insights that drive confident decisions.

Who benefits from market research templates?

Asana teams use market survey templates to guide everything from product launches to messaging. An organized template ensures consistency, cultivates collaboration, and helps stakeholders stay connected throughout every stage of the process.

We designed this market research template for:

• Startups validating their business plan or early product ideas with real data.

• Marketing teams conducting market research, interviews, or focus groups to understand their ideal customer better.

• Product teams exploring customer behavior to develop roadmaps and optimize user experiences.

• Consultants and agencies conducting market or competitive analysis to guide client strategy.

• Cross-functional teams planning a broader market research project to drive internal initiatives.

Each use case benefits from a centralized, repeatable research workflow that enhances transparency, reduces delays, and improves the quality of the final output.

Why use Asana's market research template?

Teams often struggle to strike a balance between asking the right questions and gathering useful market trends. A disorganized research process can lead to missed opportunities, duplicated work, and unclear recommendations.

This template helps you streamline the end-to-end research process and create deliverables that inspire action. You’ll gain a single workspace to manage your research project, from brainstorming goals to final reporting. You can also use it as a repeatable foundation for future projects or client work.

Use this market research report template to:

• Clarify your objectives and align stakeholders before research begins.

• Define your target audience and gather insights through interviews, surveys, or focus groups.

• Organize research findings with graphs, charts, and key takeaways.

• Optimize your market research strategy template for faster, more consistent execution.

• Share your market research analysis template in real time to drive better decision-making.

• Present a professional, centralized market research report that helps streamline collaboration, reduce friction, and inform next steps.

How to use this market research template

This section guides you through a step-by-step process for using the template effectively. Each stage helps clarify direction, document your process, and share insights with your team. For more workflows like this, explore Asana’s complete template library.

1. Set your research objectives

Begin by clearly defining what you want to learn and why. Are you evaluating a product opportunity, analyzing customer satisfaction, or sizing a market segment? Establishing a clear research goal keeps your process focused and ensures alignment across team members. Use the Overview tab to document objectives, deadlines, and key questions before you begin.

2. Define your target audience and research methods

Outline who you want to research (a specific demographic, segment, or persona) and select the most effective method to reach them. You might use surveys to gather broad feedback, conduct focus groups for qualitative insights, or interview customers for more detailed perspectives. Clearly defining your target market also improves the accuracy of your findings. Document your methods as subtasks or custom fields so your team can follow a shared plan.

3. Collect and organize data

Gather your raw data in one place. Attach survey exports, focus group notes, and competitor snapshots directly to tasks. If you're running a pricing study or testing messaging with your target audience, include quotes, screenshots, and uploaded transcripts for reference. Use integrations like Google Forms or Google Sheets to automate data collection and eliminate version control issues.

4. Analyze and summarize findings

Highlight key insights and patterns using tags, labels, or custom fields to organize and categorize data effectively. Build dashboards or embed graphs to show performance trends, market size, or standout customer feedback. Use sections to sort your findings by research method, theme, or segment. At this stage, your market research analysis template should begin to tell a story that connects back to your original objective.

5. Deliver the final report

Use the Status tab to draft and publish a summary of your market research report. Include context, visuals, significant learnings, and recommendations to support product development, marketing strategy, or strategic planning. Review the report with stakeholders and tag next-step owners to convert research into action. This final step ensures your insights lead to follow-through, not just documentation.

Asana research features

These built-in Asana features help you organize, track, and deliver research insights with greater efficiency. For a complete list of Asana’s features, visit our product features page.

Custom Fields

Use custom fields to label research methods, audience types, or response categories. Tagging makes it easy to filter responses, compare segments, or sort findings across your research board. You can also use fields to tag patterns, highlight qualitative feedback, or track the types of survey responses over time. Custom fields ensure your research stays structured and searchable.

Forms

Standardize incoming submissions with forms for internal feedback or external surveys to ensure consistency and accuracy. Form responses automatically create tasks, ensuring no insights are lost or overlooked. You can route responses to specific sections in your project or assign them directly to researchers for review.

Timeline View

Map your entire research project visually, from kickoff through delivery. Track dependencies, identify overlap between research stages, and adjust your timeline in real-time. This view is ideal for planning multi-phase research initiatives and ensuring everything stays on track.

Dashboards

Turn data into visuals with dashboards that highlight progress, sentiment trends, or open questions. Dashboards are ideal for stakeholder check-ins and high-level reviews. Use them to track how findings evolve or to present progress at executive meetings.

Automations

Save time by using automations to trigger task handoffs, status updates, or notifications when new data is uploaded or tagged. These rules keep your research moving without manual follow-up. Automations also ensure that repeatable actions happen consistently.

Recommended integrations

These recommended integrations enhance your workflow by connecting your research data to the tools your team already uses. For more options, visit the Asana App Directory.

Google Sheets

Analyze large datasets, store exports, and link relevant metrics to Asana tasks. Great for tracking market share or pricing comparisons. You can also use Sheets to back up insights or calculate trends before adding findings to your report.

Slack

Keep collaborators updated by automatically posting notifications when team members share findings of mark reports as “ready for review.” These automated updates help maintain momentum without needing additional meetings. Customize messages to include relevant task links or next steps as required.

Canva

Design high-quality visuals for your market research report. Attach infographics, charts, or presentation slides directly to your final deliverable. These visuals improve readability and make reports more engaging for stakeholders.

Whimsical

Use wireframes, flowcharts, or mind maps to visualize research questions, customer journeys, or strategic insights. Whimsical diagrams can be attached to Asana tasks to support planning and cross-functional alignment during the analysis phase.

Ziflow

Manage creative reviews and approvals for visual research outputs like infographics or final presentations. Ziflow integrates directly with Asana, helping teams centralize feedback, track version changes, and streamline the final delivery process.

FAQs about market research templates