- Using Artifacts
- Creating an Artifact type
- Switching between Artifact types
- Connecting your findings
- Moving Artifacts between projects
- Publishing Artifacts
To create a new Artifact, go to the Artifacts tab of your project or use the sidebar on the right. You can then bring the Artifact to life by entering text, referencing evidence such asor , colorizing clusters, and adding images.
Creating an Artifact type
You’ll find an initial set of Artifacts in your account, each with a different purpose.
Empty Notes and Whiteboards provide a flexible working space. They allow you to start pulling interesting data and clustering ideas on a blank page or on a blank whiteboard.
Affinity Maps help to uncover patterns by sorting and grouping snippets from UX Research on a whiteboard.
Reports (formerly Conclusions) tell the whole story. They include all the necessary context to help Stakeholders understand the research results.
Findings highlight valuable information. They are insights that you encounter throughout your research that stand for themselves.
Personas define a prototypical user. They provide essential criteria that help you and your team better understand your users.
User Journey Maps visualize the steps, thoughts, and emotions a person goes through to accomplish a specific goal.
Empathy Maps help to create a deeper understanding for your users by visualizing their attitudes and behaviors.
We’ve created a few templates to get you started. All Artifacts are fully customizable, allowing you the option to introduce a standardized way of sharing insights or just a structure that helps to get started more quickly.
Admins can see and change the available Artifact types via the Workspace tab in Settings. That’s also where you can define and modify the template for the Artifacts.
Add Artifact information to the templates. This allows you to add structured metadata to each individual artifact, keeping all artifacts organized and findable.
Switching between Artifact types
When conducting and analyzing research, you never know where you’re going before you start. Whether you start with clustering highlights on a whiteboard and jot down ideas to discover patterns that turn into findings or jump right into a report, you can freely switch between formats.
From any note, you can change to any page-based Artifact type (like reports). Any whiteboard-based note can be turned directly into any whiteboard Artifact (like Affinity Map). Simply click the more icon and select "Change Artifact Type."
In case you want to switch the style (from page to whiteboard or vice versa), simply select the relevant part and choose the option to turn the selection into another type, as you see below:
Connecting your findings
It’s super easy to build links between artifacts and connect them to a formal report. Or to add a Persona reference to an Empathy Map.
Insights are often embedded in a context or thematically linked to other areas, so simply drag findings, reports, or other artifacts into each other to reference additional information.
Moving Artifacts between projects
Sometimes one Artifact is relevant beyond a single project. For example, you can create an Artifact containing data from multiple or even all research projects in your workspace. Then, it might make sense to move them to a new project that collects all your global Artifacts to have a better overview.
To move an Artifact from one project to another, you only need to:
Open the Artifact you want to move.
Choose the target project.
As a tip, if you don't want to lose the Artifact from the origin project, you can duplicate it first by clicking on and selectingand then move the duplicate to the other project by following the steps described above. This way, you will have the Artifact in both projects.
Please note: Artifacts that are referenced in another Artifact will still appear, no matter the project that they are in.
The atomic insights, along with full reports, are fully searchable and shareable allowing you streamline your workflow and adapt your project as you go.
No need to worry about access: When sharing an Artifact, your audience can see exactly what you’ve embedded, even if the findings themselves haven’t been published yet.