Skip to main content

​
Key Concepts Explained

Studies Overview: Your main dashboard where all your research studies are displayed. This is your starting point for accessing existing studies or creating new ones. Study Tags: Organization-wide labels you can apply to studies to categorize and filter them. Tags help teams organize studies by project, client, research type, or any custom scheme. Study Status: Each study shows its current state - Draft (still being set up), In Progress (collecting responses), or Analyzed (data collection complete and insights generated).

​
Quick Reference

Search and Filter:
  • Text search: Find studies by name, slug, or context
  • Completed filter: Toggle to show only analyzed studies
  • Tag filter: Filter by one or more tags (studies must have ALL selected tags)
Study Actions:
  • Click a study to open it
  • Use the dropdown menu to duplicate, move, or delete studies
Creating Studies:
  • From scratch: Click “Create from scratch” for a blank study
  • Upload videos: Import existing video interviews (Beta)
  • AI-powered: Describe your research goal and let AI help create the study
  • Templates: Start from pre-built templates (Ad test, Concept test, Brand test, etc.)

​
Filtering and Organizing Studies

​
Text Search

Use the search bar to find studies by:
  • Study name
  • Study slug
  • Study context/description

​
Tag Filtering

Filter your studies list by tags:
  1. Click the Tags filter button
  2. Select one or more tags
  3. Studies matching ALL selected tags are shown
  4. Click Clear to remove tag filters

​
Completed Studies Filter

Toggle the “Completed” switch to show only studies that have finished data collection and analysis.

​
Study Tags

Tags help you organize and categorize studies across your workspace.

​
Key Points

  • Tags are shared across the organization - all members see the same tag options
  • When filtering by multiple tags, studies must have ALL selected tags (“AND” logic)

​
Managing Tags

  1. Settings → Organization → Tags
  2. Create, rename, or delete tags as needed
Requires Admin permissions to manage organization tags.

​
Applying Tags to Studies

  1. Open a study
  2. Go to Study Design
  3. Select tags to apply to the study
Use tags to categorize studies by project, client, research type, or any other organizational scheme.

​
Study List

Each study in the list shows:
  • Title: The study name (click to open)
  • Status: Draft, In Progress, or Analyzed (shown as colored indicator)
  • Tags: Applied tags displayed as badges
  • Interviews: Number of completed interviews
  • Created by: Who created the study
  • Last updated: When the study was last modified

​
Study Actions

Click the three-dot menu on any study to:
  • Duplicate: Create a copy of the study
  • Move: Transfer to another organization (admin only)
  • Delete: Permanently remove the study
Anything missing? Let us know at [email protected] and we’ll help you out!