Welcome to consider.ly! 🎉
Whether you’re a UX research novice or expert, a single researcher or work in a distributed team, follow a research framework like atomic research or have your own approach, consider.ly’s simple and flexible design lets you organize your research and present your findings easily and adjusted to your needs.
In the following, we will show you the fastest way how to start using consider.ly and how to use the key features.
No more than the fundamentals is covered – for a guided deep dive we recommend scheduling a personal demo with Nicolas. Also, we invite you to start a free 30-day trial and try out the features yourself.
This article will teach you:
- the core concepts of consider.ly,
- where to put and how to organize your raw data,
- how to give your raw data structure and work through it,
- and how to store your research findings and link them back to raw data.
Note: This article serves as a quick guide for the whole tool and therefore briefly summarizes a few other help center articles.
Core concepts – organizing your research in consider.ly
Naturally, during your research you accumulate lots of data that you’d like to work through, organize, and share – consider.ly supports you during the whole UX research process. These are the core concepts of consider.ly:
- Teams are your shared workspace within your organization.
- Projects cover a set of data, e.g., for one user research study, like a set of interviews.
- Notes are the way to import and store your raw data. They can contain text, images, videos, and other file attachments.
- Tags are applied to parts of your data, e.g., a relevant user quote, to later spot themes. You are free to define your own taxonomy of tags.
- Insights are where your research findings are stored. You can link parts of your data to specific insights to verify your hypotheses and thereby always trace back your conclusions to the raw facts.
1. Creating your first project
After you log in to your account, you see the project dashboard on which your projects are shown.
- To create a new project click the “+” button.
- Name your project.
💡 Best give your project a meaningful name so that you’ll find it later on (in the dashboard, searches, etc.).
Meaningful names, such as “John’s interview study for product X”, are important so that you and your team can properly work with the project. This is especially useful later on to mentally match search results or insights to the respective projects.
2. Creating your first note
When you select a project from the project dashboard the first view is the notes dashboard. There you can store and group your research data in notes. In a fresh project, there already is a first untitled notes group. You can add notes to this predefined “untitled group” or create a new one.
Creating a new notes group
- Click on the “+” button on the right side of the notes groups.
- Click on the group’s name.
- Edit the group’s name.
- Hit ENTER to create the group.
Creating a note
- Choose the group you want to add your note to.
- Click on the “+” button in the group’s section.
An input field appears where you can enter your note’s name.
- Enter your note’s name.
💡 We internally often use one note for one study participant. So the note’s name might be the name of the participant and maybe the date of data collection (such as “2019-07-24 Steve”).
- Hit ENTER to create the note.
↳ For formatting text and adding hyperlinks see the respective article.
3. Creating your taxonomy of tags – or creating tags on the fly
Tagging the spoken or written word of your participants is an important step to structure your data for later analysis and spotting themes. Whether you have a taxonomy of tags in mind or want to explore your data and create tags on the fly, consider.ly supports your workflow.
Creating new tags
When you have a taxonomy of tags in mind, you can create it on the board.
- Click on the “+”-button to add a new tag.
- Enter a tag name.
- Hover over the tag.
An individual three-dot-menu for the tag appears.
- Click on the currently appeared three-dot-menu.
A sidebar appears, from which you can create and apply new tags as well as existing tags.
- Chose a color for your tag.
- This color is also used to highlight the respective text passages.
Creating new tags on the fly
Tags are organized on a board (just as notes). By adding new tags directly from within a note, a new (untitled) group of tags is created.
- To apply a tag to a text passage within a note, select the text passage.
A window will pop up on the right side of your note.
- Write your desired tag name in the window’s input field.
- Click on “Create tag” or hit ENTER to create the new tag.
The tag is automatically added to your first tag group (you can organize this later on or search through your existing tags).
↳ Read more about organizing your tags, the workflow of coding your data, and searching for overlapping tags in our respective articles.
4. Creating your first insight
You can either create a new insight from the “Insights” section in your project or create new insights on the fly as you work through your notes.
An “insight” is – just as a note – a document that you can fill and structure to your needs. One special element within this document is a reference (basically a backlink) to a selected part of a note (so that you can link to your raw data and trace your conclusions to the raw facts).
When working through a note, you might spot an important part in your data that sparks an idea or contributes to a hypothesis. To preserve that, you can link tags to insights:
When setting tags in your notes, the set tag will be shown on the right side of the note.
- Click on the tag you want to link to an insight.
A window with a dropdown menu appears.
- Click on “Attach to insight”.
An overview window with all your insights across all projects appears.
- Click on the desired insight or create a new insight (within the project of your choice).
The selected text will be put at the bottom of your insight as a special “reference” element.
5. Adding team members
To share your work with your colleagues or collaborate on a research project, you can invite members to your team on consider.ly.
- Click on the team dashboard.
- Click on the “Members” tab.
- Enter your colleague’s email address.
- Click on “Invite Member”. Your colleague will now receive an email with a link to sign-up and directly join your team. Her/his account will then be directly assigned to your team.
↳ You can learn more about inviting your team in our respective article.
Call to action
Having worked through this guide, you’re ready to efficiently run your research in consider.ly.
Now, we’d love to hear about your individual needs and use case! Feel free to always contact us with any kind of feedback – chat with us, email us, call us, come by and get a coffee. We’re constantly improving our tool based on customer feedback to help you level up your research.
We truly appreciate the time you’re spending trying out consider.ly. If you haven’t already, start your free 30-day trial today.
Thanks, you’re great!