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Learn how to effectively use notes and clips to identify moments of insight in a video. |
This article applies to: UserTesting
On this page:
Make notes in a video
- 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.
- Example: "1:45 - User overlooks the small 'Place Order' button on the checkout page."
To make a note, follow these steps:
- Open a video in your Dashboard.
- Select the Notes & Clips view from the drop-down menu.
- Play the video.
- 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.
💡Note: 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 and shared with others.
To make a clip with one step, follow these steps:
- Open a video in your Dashboard and play it.
- When you want to create a clip, select the Clip button underneath the video.
💡Note: This captures the previous and current phrases spoken by the contributor. A transcript of what was said will automatically appear in the notes.
To make a clip from the video transcript, follow these steps:
- Highlight part of the video transcript.
- Click the Down arrow to the right of the player and, from the drop-down menu that appears, select Transcript.
- As soon as you highlight the transcript passage you want, a Make clip call-to-action automatically appears.
To make a clip with customized start and end times, follow these steps:
- Select "c" on your keyboard or check the Make Clip checkbox.
💡Note: Clips default to 30 seconds long in the clip editor. - Click and drag the endpoints on the video player to change them.
- When you're happy with the clip, select Save.
Alternatives options:
- Select the time field for one of the endpoints and then use the Up or Down arrow keys to fine-tune them.
- Type the start or end times directly into the time fields.
Tagging clips
- Adding tags to notes and clips will help you stay organized and more quickly find these assets later, such as when you’re making a highlight reel.
- Tags also appear in the Excel export for notes and clips.
- Use the hashtag character to make tags.
- For example, typing “#issue” activates a quick selection menu that contains all of the existing tags in your workspace.
💡Note: You’ll create a new tag only if it is not used elsewhere in the workspace. - When creating a new tag, remember that spaces are not allowed in the tag name; if you want to separate words, use hyphens or underscores instead.
Mark as important
- Use the Star icon to mark a video clip or note as important.
- When creating a highlight reel, you can filter for these clips that you have previously marked as important.
- 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 Summary tab.
Sentiment tagging
- Select “negative” and “positive” tags when working in the Notes & Clips mode.
- Scan your notes to get a sense of the sentiment expressed in these observations, or quickly create highlight reels using sentiment as a filter.
- Learn more about sentiment analysis and smart tags, features that will help you identify important moments more quickly in the UserTesting video player.
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