At a Glance
You and your team will be gathering feedback across multiple tests. Your Dashboard is designed to help you easily build, launch, and manage all your tests in one place. A large number of functions are available on the Dashboard.
Click on the following header titles to skip to that section of the article:
- Dashboard Overview
- Switching Accounts and Workspaces
- Creating Tests
- Viewing Tests and Drafts
- Managing Folders
- Accessing Templates
- Managing Contributor Networks
- Finding Help Resources
When you log into your UserTesting account, you will land on your Dashboard.
The navigation panel allows you to switch between workspaces as well as toggle between tests, drafts, and highlight reels in a single view on the Dashboard.
The navigation panel also provides quick access to test templates, the Template Library (under Manage Templates), contributor networks (Favorite contributors and Custom Networks), and folder management for organizing tests and drafts.
Use the search bar to find specific tests across a workspace. Or sort tests by status or test creator.
Click on the three dots menu next to a test to access popular functions, such as Share, Create similar test, Move to…, Add contributors, Export to Excel, and Publish test.
When viewing drafts, the three dots menu allows you to move the draft to a different folder, duplicate it, share it, change it to a UserTesting Contributor Network test or Invite Network test, delete it, or convert it to a template.
If you need to complete a bulk action, such as moving multiple tests or drafts to a new folder, or duplicating or deleting drafts, select the checkbox next to the test or draft. A menu will appear allowing you to Select all or click on the three dots icon for other actions.
To return to the previous page, select the Back button. To return to the homepage view of the Dashboard, select the UserTesting icon.
Switching Accounts and Workspaces
You may be assigned to more than one account in your Dashboard. This could happen if you had a Proof of Concept account prior to being assigned a full account, or perhaps you have a Primary Account and a Team Account.
Your account and the workspaces associated with it are in the navigation panel. When you click the account and workspace you’re in, a dropdown menu will appear where you can switch to other accounts and workspaces. Your most recently accessed accounts and workspaces are prioritized at the top of the menu.
Note: You cannot move drafts of tests between accounts, so whenever you are starting work, ensure you are in the appropriate account by checking the account menu in the navigation panel.
The account and workspace menu also displays options to create a workspace, manage your workspaces, and access your account settings. Read our “Workspaces: Overview” article for more information.
You can also access your account settings, as well as messages to your UserTesting account, from the initials button. Choose this option if you want to sign out of your account.
Create tests right from your Dashboard using the Create test button.
A dropdown menu shows all the ways to create a test including an unmoderated test, a test from a template, or a Live Conversation with contributors. Depending on your account, you may have access to one or more of these methods of launching a test.
Create an unmoderated test - Remote unmoderated testing is when contributors complete pre-determined and self-guided activities using a design or interface on their own, without a person moderating or overseeing the test. The contributor decides when and where they complete the test and uses an online tool (such as UserTesting) to participate, provide feedback, and record the session for your team to view later. Learn more about unmoderated tests in our article, “What Is Usability Testing for Remote Moderated and Remote Unmoderated Tests?”
Create a test from a template - Templates give you the ability to create and edit an unmoderated test plan designed with different insights gathering purposes in mind. You can use a template created by UserTesting or by you or someone on your team's account. To learn more about templates, visit “Using Templates.” Other featured templates, like Quick Answers, can also be accessed here.
Schedule a live conversation - Live Conversation allows you to create and launch a live interview to talk directly to recruited contributors or your own customers with results available within hours. To learn more about running a Live Conversation, visit “Live Conversation Overview.”
- Upload a video - Store, edit, share, and consolidate other customer insights on your UserTesting Dashboard. To learn more about how to create clips, highlight reels, and more, visit “Video Upload.”
Viewing Tests and Drafts
The Dashboard lists each test as a single line item, including the number of sessions, test status, findings and results, and a note on how many videos are unwatched. This allows you to quickly scan through your tests and easily spot when new videos have come in.
Use the All statuses drop-down menu to filter tests by completion, new sessions, and problems.
When viewing drafts, you can use the All drafts drop-down menu to filter drafts by those that need approval and those that are approved. This applies if your account has access to Approval flow.
You can find and manage your folders in the navigation panel. Folders that live within a selected workspace will show up here. When you click on a folder, the Dashboard view will update to show all the tests, drafts, and highlight reels in that folder.
To change a folder’s name or to delete a folder, select the folder you want, and then click the Actions button for the drop-down menu to Edit or Delete.
To add a new folder, click the “+” icon in the folders section of the navigation panel.
Name your folder, and then select Create folder.
Templates are pre-built test plans that UserTesting has designed with industry best practices in mind. Your team can also build your own templates to share with people on your account.
To access the Template gallery, select Templates from the navigation panel.
Filter by UserTesting templates, Account templates, or Personal templates. You can also search for templates by Categories, Featured templates, Methodology, Phase, Asset, and Role. To learn more about templates, see our article, “Using Templates.”
If available on your account, you will see the option to Manage Templates for test plans, audiences, screener questions, and Quick Answers in your Template Library. To learn more, see our article, “Template Access Control.”
Managing Contributor Networks
Finding Help Resources
If you need additional support and guidance, click the “?” button by the initials button. Choose either the Knowledgebase (help articles), UT University (live and on-demand courses), CommUnity (discussion forum and more), or Chat (ask a question) from the dropdown menu.
Please provide any feedback you have on this article. Your feedback will be used to improve the article, and when you submit your survey you'll be entered into a drawing for a $50 Amazon gift card. This survey should take 5 minutes to complete. Article evaluations will remain completely confidential.