UserTesting Dashboard: Overview

October 15, 2024 21:00

Learn about the large number of functions available on the dashboard.

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On this page:

Dashboard overview

The dashboard overview uses widgets to provide information.
The Navigation menu (to the left on a desktop view) contains a workspace switcher at the top, allowing you to shift from one workspace or account to another.
This Navigation menu also allows you to switch between tests, drafts, and highlight reels.

Global search

Global search helps your team quickly find content across all studies.
Improved functionality within transcripts and clips, allowing keyword, phrase, and tag searches.
More refined filter options to search specific content types: summaries, tasks, transcripts, and notes.
Available for all UserTesting Flex customers.

Pinned content

pinned content usertesting.png

Widgets

Action item widget
- Features actionable and dismissible notifications to include:
  - Upcoming live conversations.
  - Alerts regarding account and workspace usage.
  - Approval requests and updates.
  - Tests that have a problem.
Admin overview widget
- For admins on the account, this widget highlights usage by the account and workspace.
  - Quick view of total session units purchased, used, and remaining days till renewal.
  - A highlight of most active workspace members.
  - Easy access to the subscription dashboard.
Test widget
- Shows tests or drafts.
- Ability to filter all tests.
- More consistent experience with test list

Team members may be assigned to more than one workspace in the dashboard.
The account and workspaces associated with it are in the Navigation menu.
Using the workspace switcher allows you to switch to other accounts and workspaces.

Access the tests, drafts, and highlight reels using the Navigation menu.
In the Navigation menu, select Workspace to see active tests and insights in a given workspace.
When viewing drafts, you can use the All drafts drop-down menu to filter drafts by those that need and are approved. This applies if your account has access to Approval flow.

You can find and manage your folders in the Navigation menu.
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 menu.

Templates are pre-built test plans that UserTesting has designed with industry best practices in mind.
Your team can also build their own templates to share with people on your account.
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 about templates, see our article, Using Templates.

Find your Favorite contributors networks and Custom Networks when you click Contributor Networks under Library in the Navigation menu.

If you need additional support and guidance, click the “?” button by the initials button.
Multiple options are available for help, to include:
- Help articles in our Knowledge base.
- Video tutorials at UserTesting University.
- In-app guides
- A community forum and more.


Want to learn more? Check out these Knowledge Base articles... Using Templates Workspaces: Overview	Interested in growing your skills? Check out our University courses... Jumpstart On-Demand for UserTesting Instilling a qualitative mindset

Need hands-on training? Find a live, virtual class that fits your needs. Enroll in one of our UserTesting certification programs.	Can't find your answer? Check out our CommUnity forums. Reach out to Support or our Professional Services team.