Effectively Using Notes and Clips

At a Glance

UserTesting makes it easy to identify moments of insight in a video and to share them with others. Below are some tips on how to effectively use notes and clips.


Some video editing features are restricted to subscription plans. If you have questions or concerns, please contact Support.


While viewing the video recording of a test, you may come across key pieces of feedback that you want to isolate and share. Or you may want to aggregate these shortened clips into a curated video so that your team can easily view common responses or speed through essential feedback. Here is how:


Make Notes in a Video

You can manually type notes directly within the video player to capture your thoughts, and document important issues or findings while reviewing a video. The notes will be captured along with a time stamp, where you can click to jump to that specific section of the video.

For example: 1:45 - User overlooks the small 'Place Order' button on the checkout page

To begin making notes:

  1. Open a video in your Dashboard.
  2. Select the Notes & Clips view from the dropdown menu. Start playing the video.
  3. To create a new note, type in the box labeled Start typing a #tag and/or note here. Alternatively, you can press the 'n' key on your keyboard as a shortcut.


By default, playback will pause while you type a note.  To change the settings for playback when editing a note, click the keyboard icon underneath the video.



Make a Clip

You can create clips from your video. These video clips can be shared as is, or multiple clips can be compiled into a highlight reel for sharing with others.

To begin, play the video. To get a clip with just one step, select the Clip button underneath the video.  This captures the previous and current phrase spoken by the contributor.  A transcript of what was said will automatically appear in the notes.


Alternatively, you can highlight part of the transcript and click Make clip.


To customize your own start time, end time, and note, select 'c' on your keyboard or check the Make Clip checkbox. 


Clips default to 30 seconds long in the clip editor.  However, clip start and endpoints will be displayed in the timeline at the bottom of the video. Click and drag the endpoints to change them.  You can also select one of the endpoints and then use the left or right arrow keys to fine-tune them. Or if you prefer, you can type the start or end times directly into the time fields.

When you're happy with the clip, click Save.

Tagging Clips

Similar to taking notes, you can create tags for clips to stay organized and to more quickly find them later, such as when making a highlight reel. Tags also appear in the Excel export for notes and clips.

You can make tags as you would on other platforms: by using the hashtag character. For example, typing “#issue” creates a tag for that clip. Tags must not have spaces, but they may include hyphens or underscores to separate words.


Mark as Important

Mark a video clip or note as important using the star icon. As you create a highlight reel, you can filter for these clips that you have previously marked as important.
Additionally, when your teammates view clips, they can indicate the ones that they find important— which you and everyone else on your team can see. 
When you mark a clip as important, the clip will be pushed into the Insights Summary tab.
You and your team can use this updated feature towards improving overall team efficiency in identifying key insights:
  • Quickly view clips that your teammates have marked as important. This helps you spend your limited time on the most impactful clips!
  • Be a superstar for your team by pre-vetting clips and creating notes—offering your teammates hints on the content you think they should focus on.
  • Leverage the wisdom of the crowd. Create a culture where people consistently gather human insight and express their opinions when reviewing videos. Then, identify the clips that have been selected most often as important by your team (i.e., the ones with the most “votes”) to share with the larger organization. 


Sentiment Tagging

Select intuitive “negative” and “positive” tags in Notes & Clips. You can visually scan your notes to understand at-a-glance sentiment of insights. Or quickly create Highlight Reels using sentiment as a filter. Learn more about the sentiment analysis and smart tags features to identify important moments faster in the UserTesting video player. 

Learn More

Need more information? Read these related articles.

Want to learn more about this topic? Check out our University courses.

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