01
Start with clear research questions
Every study begins with a card in Planning that states the research question, method, and expected output. Without a clear question, research drifts and findings are hard to act on.
// User Research
From question to insight.
Track every research study from planning through synthesis. Manage participant recruiting, run sessions, and turn findings into actionable design decisions.
Planning
2Define research questions for onboarding redesign
Research
Write discussion guide for power-user interviews
ResearchPriority
Recruiting
2Screen participants for usability test cohort A
Research
Schedule interviews with churned enterprise accounts
ResearchPriority
Active Research
2Run moderated usability tests on new dashboard
ResearchDesign
Conduct contextual inquiry with support team workflow
Research
Synthesis
2Affinity map findings from card sorting study
ResearchDesign
Write insight report for navigation redesign project
ResearchPriority
02
Track participant recruitment separately
Use the Recruiting column to manage screener responses, scheduling, and consent. Each card represents a participant cohort. Move it to Active Research only when sessions are confirmed.
03
Run studies in focused sprints
Active Research cards should have a start and end date. Time-box data collection to avoid analysis paralysis. Five to eight participants per round is usually enough for qualitative studies.
04
Synthesize into actionable insights
Synthesis cards link findings to design decisions. Attach affinity maps, highlight reels, and insight summaries to the card. The card becomes the canonical reference for what was learned.
01 What types of research can I track with this template?
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Usability testing, user interviews, surveys, card sorting, contextual inquiry, diary studies, and competitive evaluations. Any research activity that follows a plan-recruit-execute-synthesize workflow fits this template.
02 How many studies should I run at once?
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One to two active studies at a time for a solo researcher, up to four for a research team. More than that and synthesis quality drops. Use the board to visualize load and avoid overcommitting.
03 How do I share research findings with the team?
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Attach insight reports and highlight clips directly to Synthesis cards. Share card links with product managers and designers. The card becomes a permanent, searchable artifact that anyone can reference during design reviews.
// Research that ships
Insights drive decisions.
No credit card. Free research boards with attachments, comments, and real-time collaboration.