Using project templates

This article will teach you about:

  • what project templates are
  • using project templates
  • creating projects based on project templates
  • creating project templates
  • how project templates support the onboarding of new team members

About project templates

Project templates are a quick way to kick-start your next project with prepared notes, insights, and a taxonomy of tags. We advise you to create different templates for various research methodologies, such as a usability test.

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 them just as regular projects in in terms of the included data. You can store notes, tags, and insights inside them. They can be edited just as normal projects, but for example, they will not appear in search results.

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.

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.

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.

Creating a new project from a project template

  1. Go to the project dashboard.
  2. Locate your designated project template. Templates are indicated by a purple label. You can also group your projects by their state to see all templates in a separate group. Hover over the template. A three-dot menu ••• appears.
  3. Click on the three-dot menu ••• and 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:

  1. Go to the project dashboard.
  2. Locate your designated project.
  3. Hover over the project. A three-dot menu ••• appears.
  4. Click on the three-dot menu ••• and 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).

Allowed number of project templates

You can create an unlimited amount of project templates on the Pro plan. For the Essential plan, the number of project templates is restricted to three templates. Please see our plans for more information.