Folders: Best practices

This article applies to: UserTesting 

On this page:

• About Folders
• Use folders to organize evolving workspaces
• Add folder descriptions
• Launch tests directly from a target folder
• Move tests to different folders

About Folders

• Folders allow you to categorize your tests and insights, supporting how you and your team work inside a workspace.
• You can create and find folders from the navigation menu on your UserTesting Dashboard.
• You'll need a license with test creation rights (Unlimited, Standard, Creator) to create folders.
  
  

Use folders to organize evolving workspaces

• Folders and workspaces work together.
• Your workspaces may be aligned with your team structures or tied to large-scale initiatives, and they will likely evolve over time as reorganizations happen. 
• Folders are nested underneath workspaces and help people create subgroups of information.
• Use folders as another organizational strategy to help you narrow down to a specific piece of information in a complex information space. 

Example

Add folder descriptions

• Give each folder in your workspace a description so your team members understand its purpose.
• By creating a filing system for tests, drafts, and highlight reels, your team will know which folders to use for their content.

Follow these steps to add a folder description:

1. Select a folder you have created.
2. Choose the “...” option to edit the folder’s description.
   

Launch tests directly from a target folder

Instead of starting with an unfilled test within the greater workspace area, you can launch new tests, including Live Conversations, directly from a certain folder. 

Follow these steps to launch a test directly from a folder:

1. Navigate to the target folder in which you wish to place the test.
2. Select the Create test dropdown and choose the type of test you want to run.
   

Alternatively, you can...

Select the folder destination during test creation by editing the test’s workspace and folder location on the test launcher page.

Move tests to different folders

1. After creating a test, navigate to the workspace page or test page to move a test to a specific folder.
2. Select the “...” option next to a test and choose Move to.
   
3. Select the folder where you want to move the test.
   

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