Create tags

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Tags allow you to code your observations, helping you identify and organize relevant findings later on.

In the Tags tab, you can create and manage the tags you intend to use for your study. The tab will display all the tags used by you and your team.

Create tags that will make it easy for you to filter and make sense of your data when you move on to the next stage – analysis. For usability testing, you’ll want to create a set of tags dedicated to the tasks, flows or screens you’ll be testing, as well as tags that will help you identify any problems or issues your participants encounter. This could be as simple as a ‘pass’ or ‘fail’ for each of your tasks, or a group of tags that relate to sentiment, such as ‘delighted’, ‘frustrated’ or ‘surprised’.

Whether you defined tags upfront or not, you can still change or create new tags any time.

Once you move on to analysis, you’ll easily be able to filter your data by task and see at a glance where your participants may have run into issues. This will help you to identify potential improvements.

Tag groups can help you keep your tags organized.

Tips for tagging observations

  • If you’re involving others in your research sessions or analysis, it’s a good idea to agree on a consistent set of tags in advance.
  • Add tags for keywords you expect to use in your study to help standardize the spelling and style of tags for you and your team.
  • Include tags in your script to remind you what tags to use when capturing observations.
  • To encourage better quality observations, leave tagging until after your session.