Getting Organized

Last Updated: Nov 30, 2016 10:18AM PST

These features will help keep your studies organized in the UserTesting dashboard.

Labels

Tag your individual sessions/videos with labels.

To view your labels go the Labels drop down menu on your dashboard.

Creating New Labels

Select one or more sessions. Click on Create New Label in the drop down menu.

Applying Labels

To apply an existing label to your video(s) select the session(s) and click on the labels drop down menu. Select the label(s) you'd like, then click Apply.


 

This is an example of a label:


 

Removing Labels

Select the specific session that you'd like to remove the label from. Click on the labels drop down menu and uncheck the labels that you'd like removed from your selected video(s). Click Apply.




 

Deleting Labels

On the Labels drop down, select the labels you'd like to delete. Then click Delete Labels.




 

Folders

Organize your videos or studies by adding them to specific folders. Click the drop down menu All Folders to view your existing folders or select Manage Folders.


 

Managing Folders

Click Your Account on the top right hand corner of the dashboard, and then click Manage Folders.




 

This is where you can create, edit or delete folders on your dashboard.


 

You cannot delete or edit the Default Folder. All tests that are unassigned to another folder will be placed in the Default Folder. To place a study in a folder, click on the Default Folder drop down to place your study in a folder.


 

Note: The difference between folders and labels is that labels can be placed on an individual session but only a whole study can be placed in a folder (not individual videos).

Filters

Use the filters on the left hand side to sort through all sessions.

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