Organize content into categories


Design ideal categories to organize your information based on how your target users think. Useful both for redesigning your experience or for re-evaluating part of it.

Use cases

  • The team are creating new content for our website or knowledge base
  • The team is launching new features and we need to understand where they should fit in the app and on the .com
  • Feedback suggests the findability of content is difficult on our app, website or knowledge base

What studies does this template include?

OptimalSort Logo Cards Nested Under Each Other in circle

Step 1
Have participants create categories to organize your information

Users organise all information presented to them into categories they create themselves (an open card sort). Helpful for generating category ideas based on how users process this information.

Treejack Icon Tree Being Tested in Circle

Step 2
Evaluate a proposed hierarchy with your users

Users search for information you’ve categorised and represented as a hierarchy. Valuable to confirm whether information placed within your hierarchy is findable and understandable.

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Select the template that is most suited to your research project 

Customise the studies

You can customize your studies as needed, but we suggest testing them before sending them out to participants. This way, you can ensure that everything is to your liking before launching.

Check out our 101 guides

Our 101 guides cover methodology best practices and walk you through everything from how to set up your studies to what the analysis means for each of our tools. They are designed to get you on your feet and there to refer back to whenever you need a helping hand.

Hear from our customers

“Xero is able to answer more queries with content.”

— Richard ‘Dice’ Allardice, Information Architect

Pie tree visualizations helped the team understand the critical bottlenecks with the current version of the website.
Pie tree visualizations helped the team understand the critical bottlenecks with the current version of the website.
Tackling a unique design project by using virtual reality (VR) in user research.
Tackling a unique design project by using virtual reality (VR) in user research.