Courses & Certifications

Course

2

Managing Live Projects

7 lessons | 1h00 to complete

Course Creators:

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Who is this course for?

UX researchers and people who do research (PwDRs)
New or experienced users of User Interviews

What you’ll learn:

How to confidently track and manage participants across the research lifecycle
How to schedule and run multiple sessions efficiently, including complex multi-phase studies
Best practices for optimizing live project workflows

Overview of Managing Live Projects

Learn what to expect after launching your project, from the QA process run by our Project Coordinators to reviewing and scheduling applicants.

Last updated: Jan 09, 2026 | Duration: 5 mins

Reviewing and Approving Applicants

Walk through the full workflow of bringing participants into your study: adding them to the project, reviewing applications, and approving participants.

Last updated: Jan 09, 2026 | Duration: 6 mins

Managing Calendars, Scheduling, and Moderators for 1:1 Studies

How to set up and adjust availability, run multiple sessions at once, assign moderators, and keep your calendar clean for 1:1 studies.

Last updated: Jan 09, 2026 | Duration: 6 mins

Tracking Participant Progress in Unmoderated Studies

Running an unmoderated study? Here’s how to use the Participant Tracking page to monitor progress and take action at each stage of the workflow.

Last updated: Jan 09, 2026 | Duration: 5 mins

Managing Multi-Day & Multi-Phase Studies

Multi-phase studies require extra planning. This lesson teaches you how to structure multi-method, multi-day, or multi-phase studies using our tools.

Last updated: Jan 09, 2026 | Duration: 5 mins

Managing Quotas & Preventing Drop-Off

Get practical strategies for preventing drop-offs, adjusting quotas mid-study, and identifying bad-fit or fraudulent participants.

Last updated: Jan 09, 2026 | Duration: 5 mins

Closing Out a Project Successfully

Closing out a project is more than marking it “complete.” This lesson shows how to finalize participant statuses, distribute incentives, and review your performance for the next round of research.

Last updated: Jan 09, 2026 | Duration: 5 mins

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