About project templates
Project templates allow you to prepare certain study-specific content so that you do not have to start every study from scratch.
You can think of project templates just as regular projects in consider.ly in terms of the included data. You can store notes, tags, and insights inside project templates.
When you start a new project, you can use project templates as a starting point.
- All data (as well as the project’s settings) are copied to a new regular project when starting from a template.
- Contents from project templates won’t appear in the search, so they cannot be confused with your actual data and insights.
Example use of project templates
All in all, project templates are a great way to streamline the process of conducting similar studies repeatedly.
For example, if you often conduct usability studies, you can create a project template with
- pre-filled notes with your study setup as well as notes for the yet to collect data that contain headings for sections like user information, the audio recording, the interview transcript, and so on,
- a pre-defined tag taxonomy for your personal way of tagging user quotes,
- and a template for insights that makes clear how to synthesize and present the research findings.
Creating a new project from a project template
To create a new project from a project template
- Navigate to your project overview and scroll to the section “Templates”.
- Move your mouse over your designated template and click on its three-dot-menu () .
- Select “Start new project”.
Creating custom project templates
You can create a custom project template from any regular project. To convert a regular project to a project template
- Navigate to your project overview and scroll to the section “Active”.
- Move your mouse over your designated project and click on its three-dot-menu ().
- Select “Convert to template”.
After you’ve converted a regular project to a project template, you can still edit its content (so it does not matter if you first filled it with its intended content or will do it afterward).
Onboarding new team members with project templates
For new researchers in your team, project templates can be a way to learn how research is currently conducted, structured, and presented within your organization.
Also, if you want to create a custom sample study to introduce new team members to your organization’s individual research system, project templates are your way to go. Within project templates, you can create notes and insights with mock data, create a tag taxonomy and tag certain passages as a showcase, while the data won’t appear in the global search and clutter your actual data and insights.
Pre-defined project templates in your account
By default, we’ve created a few sample project templates within your account when you first signed up. They represent templates for common UX studies and methodologies. You can use them to directly start your studies as well as alter them to your needs.
Allowed number of project templates
- Premium: unlimited
- Essential: 3
You can create an unlimited amount of project templates on the Premium plan. For the Essential plan, the number of project templates is restricted to three templates.