UserTesting Dashboard: Overview

On this page:

• Dashboard overview
• Switch accounts and workspaces
• Create tests
• View tests, drafts, and highlight reels
• Manage folders
• Access templates
• Manage Contributor Networks
• Participant Hub
• Insights Hub
• Find help resources

Dashboard overview

• The dashboard overview uses widgets to provide information.
• The Navigation menu (to the left on a desktop view) contains an account/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.
  

Pinned content

• Pin tests to this portion of the dashboard for quick and easy access.
• Pin tests that are frequently copied or referenced.

Widgets

• Action item widget
  
  
   
  • Features actionable and dismissible notifications to include:
    • Upcoming Live Conversations.
    • Alerts regarding account and workspace usage.
    • Approval flow requests and updates.
    • Tests that have a problem.
      
       
• Admin overview widget
  
  
   
  • For Admins on the Flex plan, 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

Switch accounts and workspaces

• 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.

Create tests

• Create tests right from your Dashboard using the Create test button.
• A drop-down menu shows all the ways to create a test; depending on your subscription plan, you may have access to more than one of these methods:
  • An unmoderated test
    • Think-out-loud (Classic or New)
    • Interaction test
  • Survey
  • Live Conversation
  • Create with AI
  • Templates Library
  • Video upload

View tests and drafts

• Access the test and drafts from 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.

Manage folders

• 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.

Access templates

• 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.

Manage Contributor Networks

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

Participant Hub

• The Participant Hub is where you can find groups of pre-selected research participants that you create and save for future use.
• When you create a new study, you can select a Participant List as a starting point for your recruitment.

Insights Hub

• Go to the Insights Hub to understand existing research, accelerate analysis and synthesis, streamline reporting, and collaborate with team members.
• Insights Discovery, powered by AI, allows you to pull together patterns and trends from unmoderated tests and surveys.
• Reports lets you gather results, video clips, and other key findings and organize them into a clean, shareable format.
• Highlight reels is where you can create and access curated videos of clips from your test sessions.
• Data connects all of your data sources, from UserTesting and external places (like app reviews), to help you see the bigger picture.

Find help resources

• 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.
  • Live support
  • A community forum, and more.

Related content