Session templates

Session templates let you pre-define content that can be applied to the notes section of every new Session in a project. For example, you only have to enter the interview questions once and can use the template to replicate them for each new Session.

Creating a Session template

Click on the project name in the menu on the left and select the Template tab.

In addition to pre-defining the notes section you can set a default Session title, for example, to standardize the beginning such as “Session #”. You can also create and edit Session information fields.

Use the icon at the top right to create more templates. This may be useful if you do research with multiple groups of people and ask them different sets of questions.

Applying a Session template

Go to the notes section of a Session to apply a template. Applying a template is only possible if there are no notes for this Session yet.


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