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Templates in the new experience

At a glance

The new experience lets you save any test (draft or launched) as a template and then reuse it as a starting point for future tests in the workspace. Create templates to speed up test creation and also increase consistency across tests.

Product UserTesting
Experience New

On this page:

 

About templates

New templates are available for the new test types (Surveys, Interaction tests, and New think-out-loud tests). Classic tests keep their own template system. Unlike classic templates, new templates:

  • include the whole test (both audiences and test plan) 
  • offer an editing experience that is almost identical to editing a test

Classic and new templates share the same page in the UserTesting platform, and you can switch between the two through the new/classic toggle at the top of the page. There are two ways to get there:

  • Through the left-hand side navigation under Library > Templates  
  • Through the Templates Library option in the Test creation dropdown.
     

Create a template

Users with creator permissions can turn a draft or a launched test into a template by following the steps below:

  1. From the left-hand side navigation, go to Tests or Drafts.
  2. Locate the test you want to turn into a template and click on the three-dot (...) menu to the right.
  3. Select Save as template from the dropdown.

     
  4. In the confirmation message that appears at the very top of the page, click the View button.

Clicking the View button will take you to the templates section (Library > Templates), where your template will most probably be the first on the list. Follow the steps under edit your template to:

  • Give it a helpful name that will allow you and your team to find it in the future
  • Remove any specifics (e.g., URLs, etc.) to make the template more generic

 

 

Modify a template

Users with creator permissions can modify templates. Modifying a template is very similar to editing a test. Here are the steps to follow:

  1. From the left-hand side navigation, go to Templates (under Library).

    Note: The toggle should be set to "New".
     
  2. Click on the name of the template you want to edit.

     

  3. Click the Edit button within the highlighted area towards the top of the screen.

     

  4. Continue with your edits. Changes are auto-saved.

Note: The steps are to make changes to the template itself, not to create a draft that can eventually be launched. To build a test draft based on a template, follow the steps under the "Use an existing template" section below.

 

Use an existing template

Users with creator permissions can create new tests starting from a template:

  1. Go to Templates. There are two ways to get there:
    • through the left-hand side navigation (Library > Templates) 
    • from the Create test button on the dashboard (Create test > Templates Library)


      Note: The toggle should be set to "New".
       
  2. Locate the template you want to use and click on the three-dot (...) menu to the right.
  3. Select the Use template option from the dropdown.

     
  4. A fully editable draft is created, and you are taken straight to the Test Builder section of the test.
    You can edit the newly created test without affecting the template.

 

Duplicate a classic template to the new experience

Users with creator permissions can duplicate classic templates directly into the new experience. The duplicate becomes a new-experience template assigned to your workspace, which you can edit and use like any other new template — the original classic template stays in the classic Template Library.

  1. From the left-hand side navigation, go to Templates (under Library).


     
  2. At the top of the Templates page, set the toggle to Classic. Then, in the banner that reads “Looking for a classic UserTesting template?”, click Manage templates. This opens the classic Template Library.

    Templates page with the Classic toggle selected and the Manage templates button highlighted
     
  3. In the Template Library, select the tab for the type of template you want to bring over (Audiences, Test plans, Screener questions, or Quick Answers). Locate your template, click the three-dot (...) menu to the right of it, and select Duplicate to new experience.

    Template Library row with the three-dot menu open and Duplicate to new experience highlighted
     
  4. Review the Duplicate to new experience dialog — it summarizes how templates work in the new experience (templates are assigned to a workspace, only members with a creator role can save and edit them, and creators can duplicate or move them into different workspaces) — then click Duplicate.

    Duplicate to new experience confirmation dialog with the Duplicate button
     

  5. The duplicated template opens in the new experience template editor. The banner confirms you are editing a shared template and that changes are auto-saved, and the Template tag appears in the top right corner. Use this editor to rename the template or adjust its tasks, questions, and audience details before your team starts using it.

    Note: You will not be able to launch a template, only edit. Follow the steps below to turn the template into a draft so you can launch it. 

    Duplicated template open in the new experience editor with the shared-template banner and Template tag
     

  6. To build a test from your duplicated template, open it from Library > Templates (with the toggle set to New). Click on the title of the template.




     

  7. The template opens in a read-only preview — click Use template in the banner at the top.
    Template read-only preview with the Use template button highlighted
  8. A fully editable draft test is created from your template, named “Copy of [template name]” — note the Draft tag in the top right corner. Your template’s test plan and audience settings carry over. Review the Test builder and Audience tabs, make any adjustments for this study, and launch when ready. Editing the draft does not affect the template.

    Draft test created from the template, showing the Draft tag and the carried-over audience settings
     

 

Delete a template

Users with creator permissions can delete templates:

  1. From the left-hand side navigation, go to Templates (under Library).

    Note: The toggle should be set to "New".
     
  2. Locate the template you want to delete and click on the three-dot (...) menu to the right.
     
  3. Select the Delete option from the dropdown.

 

FAQs

Q: Who can create and use templates?
A: For now, creators can create, edit, and manage templates. Viewers can see existing templates, but not edit or use them.

Q: What gets saved into a template?
A: Initially, a template will be an exact duplicate of the test from which it was created, so it will include whatever the source test contained (tasks, questions, audiences including any screener questions, etc.). After creating the template, we recommend that you edit it to make it more generic (e.g. tweak instruction text, delete an audience, etc.).

Q: Where do templates live?
A: Templates exist at the workspace level only. There are no personal or account-level templates at the moment.

Q: Can I look at a template before using it?
A: Yes. Clicking a template opens it in a read-only preview.

 

Q: What can I do if I need a duplicate in multiple workspaces?
A: At the moment, the same template cannot be shared between workspaces. However, you can duplicate the template and then move the duplicate to another workspace.
 
Note: Permission requirements that apply to moving tests apply to templates as well.

Q: Can I bring over a template from the classic experience?
A: Yes. Creators can duplicate a classic template directly into the new experience — see Duplicate a classic template to the new experience above.
 

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