Aug 02

Notes

Store your raw data in notes

When conducting user research you naturally accumulate lots of data – often as video or audio recordings (e.g., a screen-recording from a usability test) or in textual form (e.g., a transcript of an interview). In consider.ly notes are the way to import and store the raw data you gathered within a project. From here you will be able to analyze your data using tags and distill insights.

Organize your notes in groups

When opening a project, you see all the notes of this project in a board view. This board is similar to Trello, Jira, or any other Kanban tool you know. Here you can create multiple board lanes to group notes together. You can group your notes to your individual needs and best fitting to the type of study you conduct. As a starting point, here are a few suggested alternatives on how to group your notes:

  1. One group “About” with notes that describe your study, research methodology, interview templates, etc., and one group with notes for your gathered data, e.g., “Interviews”. We advise creating one note for each participant.
  2. In a running project, you might want to use groups for the state of your research, such as “To analyze” for imported raw data and “Done” for notes you already screened and tagged.
  3. We’ve also seen projects with groups for the type or source of provided feedback, such as “Support request”, “Sales feedback”, and “User Research”.

Import data to notes

The easiest way to import your data into consider.ly is to create a note and copy and paste the content of your text file into the note. We’re actively working on plenty of ways to directly import your data as notes (such as, e.g., from Google Docs). Currently, we’re evaluating different approaches – if you have a favored way to get your data into consider.ly, we’d truly appreciate your input!

Add files to notes

Besides text, you can add images and videos directly into your notes. To do so, you can simply drag and drop your files to the correct position in the note. Alternatively, you can use the keyboard shortcut CTRL+o (which you might know from office programs to open a file) to show the file picker and select one or multiple files to include at the current position in the note. We’re working on attaching arbitrary files to notes (think of email attachments) so that you have all your research data in one place.

Text formatting and shortcuts in notes

You can format text in notes via keyboard shortcuts (known from other word processing programs) and simplified Markdown syntax (don’t worry if you don’t know Markdown, but you can really impress your developers with it).

You can always sneak at the keyboard shortcuts and formatting syntax by using the keyboard button in the upper right corner.

Additionally, you can add hyperlinks by selecting text and pressing CTRL+k.

About The Author

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