Best Practices for Taking Notes During a Live Conversation Session

Note-taking is available to Insight Core premium subscription customers as well as Product Insight and Marketing Insight customers. This feature is compatible with Chrome and Edge browsers.

Watch the brief demo below to learn more.

Note-taking at a Glance

Take notes during a Live Conversation session to capture key moments as they happen. Notes sync to the video timeline and can be edited both during and after the session. Notes are visible to the moderator and observers but not to the participant. 

After your session, save time reviewing the video by skipping directly to your timestamped notes to rewatch important insights.

To learn more, see Live Conversation: Overview.

How to Enable Notetaking

When you log in to join your Live Conversation session, you will be presented with the option to join with notetaking enabled.


Please be aware that if you enable notetaking for the session, you will lose remote mouse control (i.e., you will not be able to give the interview contributor mouse control to show you how they would interact with an experience).

Taking Notes During Your Live Conversation Session

With notetaking enabled, you can take notes during the live session. Moderators or observers can take notes and notes are visible to any team member attending the session (but are not visible to the contributor). As the host, you have access to advanced features such as live transcription, closed captioning, polls, and breakout rooms. You can also mute/unmute microphones, start/stop videos, control chat, and lock the meeting.


Tips for Taking Notes During Your Session

Here are some things you can do before, during, and after your study.

Before you launch your study

  • Come up with a game plan
    Assign roles to observers and determine issues you want to focus on. Having an observer take notes allows the moderator to focus on the interview and interact freely with the contributor.
  • Remote control
    While using notetaking, only moderators can control the screen. You cannot give contributors remote control.
    For example, you have a prototype that you want a contributor to test but don’t want to send out a link—perhaps for security reasons. You can share your screen to show the prototype, but the contributor can’t interact with it by tapping or clicking. 
  • Use tags
    To identify notetakers and categorize topics, create tags with a hashtag (#jane or #confused). Tags also make notes and clips easy to find during review sessions and in Excel exports.
    To learn more, see Recommended Tags for Organizing Notes and Clips.

During the session

  • Short-hand notes to bookmark moments quickly
    During an interview, keep notes short to keep pace with the conversation—a single word or phrase for easy recall. You can edit and flesh out notes after the session.
  • Be mindful of sound
    Observers should mute their audio during the session to keep any noise, such as typing, from distracting the contributor.
  • Observe verbal and nonverbal cues
    Much of what we “say” is non-verbal, and taking notes lets you pinpoint contributors' emotional reactions on the video timeline. 

Reviewing your videos

  • Add and edit notes
    During video review, you can create new notes and clips as usual, as well as edit your notes from the session—such as adjusting time code, adding more tags, or marking notes important with a star.
  • Search by tags
    Tags make it easy to find related clips and combine them to create a highlight reel.
    To learn more, see 
    Notes, clips, and highlight reels.
  • Share insights across the organization
    There are many ways to share your research findings with stakeholders and colleagues. Notetaking helps you make your case in highlight reels, Excel exports, and published videos.


Additional Resources

Live Conversation: Overview
How to analyze and share results

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