- Creating Projects
- ✍️The Plan
- Project access permissions
- 📨 Inbox
- 📊 Analysis
- Searching and filtering your findings
- Capturing findings as Stories
- Projects FAQ
In this section, you will learn everything you need to know about creating powerful research projects in EnjoyHQ.
Projects are specially designed to help you track data, organize findings, and tell a compelling story around your insights.
Projects can be created from the project list. While doing so - you can also use any Project Plan, Summary, and Story templates available in your account:
Alternatively, you can create projects straight from the document's sidebar or the highlight editor:
A project has 4 sections:
- The plan
The Plan section is where you can flesh out your research plan, here you can describe the scope of your project, research goals, the methodology, participants etc. This section has a handy checklist feature to help you organize your tasks and collaborate with other team members. Once your research plan is done, you can start gathering data about your research question.
- The Inbox
The inbox is the place where you want to store and ideally automate the centralization of all the data that is relevant to your research project, this could be customer interviews notes and transcripts, customer feedback from different sources, videos, etc. The inbox works as a loose inventory of any data you’ve collected and that you will eventually analyze.
- The Analysis
You can think about this section as the initial set of findings that help you illustrate some of the insights you have found in the data. Here is where you start shaping your initial understanding. All these data points will eventually help you tell the story behind your findings.
- The Summary
This is where you transfer your insights and understanding to the rest of the team and the organization. It is all about telling a compelling story that can truly communicate the facts behind your research.
Let’s have a look at how everything works together!
This is where you will outline the goal of your research, methodology, and set other attributes of your project.
In the Plan tab you can:
- Add a title and description to your Project
- Manage the status of your Research Project
- Add custom labels to your Research Project (i.e.product areas, verticals, touch-points etc)
- Subscribe to email updates
The project's status and labels help you to organize your research by indicating if it's planned ("To Do"), in progress ("Doing") or completed ("Done"). Labels can help you to indicate the nature of the project ("initial research", "usability testing") or the product area being researched.
If you're importing past reasearch activities - you can edit the project's creation date as well as when it was completed.
The plan is meant to be collaborative - other contributors can comment on the plan, as well as make changes to it.
Optionally, if you have connected the Jira integration the plan section allows you to link your project to an existing or new Jira issue.
Project access permissions
By default, as the creator of the project - you will have access to all of its sections. Other administrators, collaborators can also access your project.
Read-only users have only access to the summary section of the project unless project settings are changed.
Assigning priority to your projects
You can assign a simple prioritization score to your project - you can learn more about the scoring feature here.
Subscribing to project changes
You can choose to receive updates about any changes to a project.
If any of the following changes happen updates will be included in your notification email:
- New content (document or highlight) is added
- Project's "to do", "doing" or "done" status changes
- Project's score is set or changed (read more about project scoring here)
- If a project is linked to a Jira issue and that issue's status changes (read more about Jira integration here)
- When a Story is created inside of a Project
- Project's Summary content or Plan's content changes
You can choose to receive weekly or daily notification emails.
To subscribe click on the bell 🔔 icon and choose how often you want to be notified:
Adding data to your inbox
You can add data to your inbox by uploading files directly to it or adding data from your main repository in the Search area:
Add your search results to a research project using batch editing features.
Automating your inbox
Rules allow you to set a series of conditions and whenever those conditions are met, you can trigger actions. One of the actions you can trigger is sending specific feedback to a project inbox.
You can get started by clicking on the settings (🔧) icon and select "Automate project inbox" option:
If you want to edit the associated rule, you can use the "Edit inbox automation" option:
Let’s say you are interested in tracking any feedback from customers that mention the keyword “Uploads”. You can easily set up a rule that tracks that feedback and automatically send it to your preferred inbox. Learn more about Rules here.
Analyzing data in your inbox
Ready to analyze your data? You can do so by highlighting the snippets of text that are most relevant to your research. Each of those snippets and data points will be added automatically to the analysis board.
You can classify your snippets using tags and properties. You can also assign sentiment and add comments to them.
As you classify your data in the Inbox you will start identifying patterns and themes across all data points. The analysis section helps you organize those findings easily.
While analyzing your feedback and classifying it with tags and properties, you can also add your highlights to the analysis board.
Removing data from your inbox
You can remove individual documents by clicking the X icon on the right-hand side of the document:
To remove multiple documents simply hover over the documents list, select and batch remove as many documents as needed:
Getting things done with "Mark as processed"
Once you have finished analyzing a document you can mark it as processed, that way you keep track of what have been reviewed. Once you mark a document as processed the progress bar will update accordingly:
The search shortcuts allow you to quickly find unprocessed feedback in your inbox, so that you can pick up where you left off or see any new documents added to your inbox.
Viewing all highlights in your project
Inbox view also allows you to see all highlighted pieces of feedback, regardless if they're present in the analysis board:
In this view, you can use batch editing controls to quickly send multiple highlights to the analysis board
Once you have found and classified all your data in your inbox you can:
- Organize your insights into groups
- Organize groups
- Filter data by tags, properties, customers, and more
- Capture insights in the form of Stories
Adding findings to the analysis board
Any highlight created in the project's inbox will be automatically added to that project's default group in the analysis board. You can also add your highlights (or documents) using batch actions in the inbox:
Grouping your initial findings
Once you have highlighted all the important snippets of data and initial findings you can start organizing them in different groups. You can create groups by clicking the "Create group" button while in the analysis section, or straight from your inbox when classifying your feedback.
Your groups can be reordered simply by dragging them around. You can also change group colors, which adds context to your analysis:
Searching and filtering your findings
The analysis board supports all of the search capabilities of the project inbox - you can filter all your findings by tags, properties, and user data. If you need to move multiple items at once - you can do so by selecting them by clicking on a checkbox in the top left corner of the card. You can also select all items in a given group.
Filtering results can speed up moving multiple items between groups - simply run a search query and use the "move to another group" feature to move all search results to the desired group or only the items you're interested in:
Capturing findings as Stories
You can think of Stories as mini blog posts, which help you capture your learnings and share them easily with your colleagues and the entire organization. Here's a quick introduction to Stories and how they can help you do better research:
There are multiple ways to create Stories from within the Analysis tab of Research Projects. In the Analysis tab, you can simply click the “Create a story” button.
Stories can also be created within the Analysis tab of Research Projects by clicking on the ellipsis in the top right corner of a Group and selecting “Create a Story” option:
With one click, we will create a story with all of the selected quotes automatically embedded in its content:
The Story editor will appear, which is designed to help you present your findings in an interactive format. The goal is not only to record your learnings, but also to transfer that knowledge to other teams in your organization.
The Story and Summary Editor
With the Story editor you can:
- Add a title and header image to your Story
- Elaborate on research findings
- Add interactive reports, images, customer quotes, and media - and even embed individual documents or highlights
- See a list of data or files used to back up your research
- Add labels to your Story (i.e. Product areas, verticals, touch points etc)
The editor toolbar allows you to format your content and quickly attach various types of information to the Story:
Summaries are a great way to transfer knowledge to other teams in your organization. You can feature the stories which capture the essence of your research, its stages, and key findings.
The summary content can be accessed by any other user in your EnjoyHQ account. It can also be commented on, and users can add their emoji-based reaction. We will also track who read the given summary for you.
For extra context, you can attach Stories to your summary.
Finally, you can export the complete summary, along with any attached Stories as a PDF file.
Adding Stories to Summary
To finalize your research and curate the findings you can add Stories to your Summary by accessing a list of your Stories in the top right corner and selecting the option “Add to summary”:
You can also remove Stories from your Summary by accessing the list of Stories and selecting the option to “Remove from summary”, or by toggling between View and Edit modes. In View mode, all of the content within your Stories is expanded; this allows you to fully consume the information within your Stories. In Edit mode, the content of your Stories is collapsed, allowing you to rearrange the order in which Stories are displayed, as well as remove any Stories you no longer want to display in the Summary.
Optionally - you can mark your Project Summary as ⭐ Featured - this helps to guide your team members to see the most valuable research outcomes:
Sharing your Project
You can share your Research Project with others by creating a share link from within the Summary tab. If you share your Project with someone who is not an EnjoyHQ user, they will be able to request access to a read-only version of your Project summary.
To share your project, simply click the gear icon in the top right corner and select “Share Project” - this will generate a link that you share with your team and organization.
Exporting Project Summary
The Summary page can be exported to a PDF file - it will contain the project title and description as well as any Stories attached to the page. You can find the export option in the settings menu:
1. Can read-only users access the analysis board?
A: Yes, you can enable access when sharing your project
2. How can I quickly see only unprocessed feedback in my inbox?
A: You can pick the “Unprocessed” filter from the inbox query builder
3. What constitutes as an update to a project?
If any of the following changes, the project is considered to be updated and that will make it appear on the top of the project list, if "updated" ordering selected:
- creation date
- status (done, todo etc)