Aug 02


Organizing your research in projects

A project in is foremost a belonging together set of data as well as a workspace to analyze this data. A project can contain notes, tags, and insights.

To get you started, here are some hints on how to employ projects in within your research:

  • In terms of UX research and user research, a project might cover the data and analysis of a usability test, a set of interviews, a diary study, or a focus group.
  • In a project often only a particular product state is considered (such as an early prototype) – so you’d create one project for each product iteration.
  • If you’re working in sprints, a project might cover one sprint.
  • Also, within a project, you might have one or multiple hypotheses that you wish to verify or falsify given your data.

You can create as many projects as you like, so feel free to organize your research the way it fits your needs.


Sample project

To get started, you can have a look at our sample project. In the sample project, we prepared notes, tags, and insights so that you get the idea of how they belong together. You can always create a new sample project on your project overview.


Projects and teams

A project is a shared workspace for you and your team. A project can be seen and edited by everyone on your team. If you wish to give finer-grained control over read/write access to projects, please shoot us an email or give us a call.

Also, make sure you give your projects a meaningful name, such as “John’s interview study for product X”, so that you and your team can work with it properly. This is especially useful later on to mentally match search results or insights to the respective projects.


Archived projects

When you archive a project you signal that a study is finished. An archived project will be read-only for you and your team so that your research results are stored persistently. This means, e.g.,  you cannot create new notes or edit existing ones within this project. But don’t worry, you can always restore archived projects (on the project dashboard or in the project’s settings). Note that archived projects are currently excluded from the search.


Project plugins

Since not everyone has the same workflow and not every type of study has the same requirements, you can configure your desired set of project features via plugins. To enable project plugins, go to the project settings and choose the plugins tab. Here you find all available project plugins (deactivated by default).


Available project plugins:

  • Sentiment analysis
  • Transcript



About The Author

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