Aug 15

How to get started in consider.ly

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 this article, we will teach you the fastest way how to start using consider.ly and how to use the key features. It covers no more than the fundamentals – 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 guide 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 back to raw data.

How to start using consider.ly – Video walk-through

In addition to this guide, the following video gives you a short guided introduction as a first-time user of consider.ly.

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. Create your first project

After you log in to your account, you see the dashboard where your projects are shown. To create a new project click the “+” button. Best give your project a meaningful name so that you’ll find it later on (in the dashboard, searchers, etc.).

Creating a project and giving it a name.

↳  Learn more about the sample project, archiving projects, project plugins, and more in our projects article.

2. Create your first note

The default view in a project is the “Notes” tab where you can store and group your research data in notes.

Editing notes, importing data, and adding a video file.

First, create a new group by clicking the “+” button. Then you can create your first note in the newly added group. Again, give your group and note a meaningful name. We 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”). You enter your note by simply clicking on it.
Creating a first note for an interview transcript.

Having entered your note, you can start typing or paste text into it. You can also add images and videos by dragging them onto the note.

↳  For formatting text, adding hyperlinks, and more, see the full article about notes.

3. Create your taxonomy of tags – or create 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 the first tag to highlight text in a note.

When you select text a tag window on the right sidebar appears, from which you can apply existing as well as create and apply new tags.
Creating a taxonomy of tags and applying color.

Tags are organized in a board (just as notes). By adding new tags directly from within a note, a new (untitled) group of tags is created. When you have a taxonomy of tags in mind, you can create it here. Furthermore, you can set a color for each tag, that is also used to highlight the respective text passages.

↳  Read more about organizing your tags, the workflow of coding your data, searching for overlapping tags, and so on, in our tags article.

4. Create your first insight

You can either create a new insight from the “Insights” tab in your project or create new insights on the fly as you work through your notes.

Creating an insight and filling it with data.

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 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).
Attach a tagged part of text to an insight.

When working through a note, you might spot an important part in your data that sparks an idea or contributes to a hypothesis. You can add each tagged part of text by simply clicking on the dropdown menu of the shown tag on the right and selecting “Attach to insight”. In the shown popup you see all insights across all projects. Here you can select an existing insight or create a new one (within the project of your choice). The selected text will be put at the bottom of your insight as a special “backlink” element.

↳  Learn more about creating, publishing, and presenting insights in our full insights article.

5. Add 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.

Adding team members to your account.

↳  You can learn more about teams in our teams 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!

About The Author

Mara is interested in all topics around user research, user testing, as well as usability and UX.