Creating Templates
Project templates are one of the best ways to empower your team to conduct fast, effective research with Research Hub. If your team often launches the same types of projects with similar screeners or methods, templates can save time and ensure consistency across the board.
In this lesson of our Team Building & Coordination with Research Hub course, we’ll discuss:
- Types of templates you may want to create for your team
- How to create project templates
- Tips and considerations for successful project templates
📹 Prefer watching to reading? This content is available as both an article and a video. Watch our Customer Success Specialist, Kaylynn, take you through the content in the video below or keep reading to dive in!
Types of templates you may want to create
Templates are one of the best ways to help your team conduct research quickly and professionally, while adhering to best practices.
Some of the templates you should create include:
- Email templates: These are standard project notifications (e.g. welcome emails, session reminders, etc) that auto-populate email content based on study type and format. You already created your first email template set in the Hub for ReOps: Setup and Onboarding course. For best results, create multiple template sets tailored for different types of research.
- Project templates: Project templates are pre-filled with details for specific study types, allowing researchers to save time during project launch. We recommend creating a project template for every project type that your research team is likely to use. We’ll show you how to create project templates in the next section.
- Other general templates: To save time and standardize research activity across the org, you may also want to create more general, internal templates for things like study plans, note-taking matrices, research findings presentations, and more. For inspiration, browse our free research templates here.
How to create and edit a project template
- After creating and launching a project, find the project in your main project workspace.
- Click "Mark as template" to the right of the project title to pin the template project to the top of your project page under "Team templates.” To "Unmark" the template, simply click the button again.
- Your teammates will be able to find the project template by clicking “Templates” at the top of their projects list. Selecting "Use as template" creates a copy of the project with “(COPY)” appended to the title. These projects will be created as a draft, regardless of the template project status.
- To edit a template, you will need to find and edit the original project in your project list. At this time, you cannot edit templates from the team template section.
Tips and considerations for using project templates
When creating project templates for your team, here are some tips to keep in mind:
- Anyone on your team can mark (or unmark) a project as a template as long as they have access to duplicate that project. To avoid a messy templates list, make sure your team knows what templates are and how to use them.
- Create a base project template and duplicate it for different types of research. For example, you can create a template that’s pre-filled with your standard recruitment criteria, and duplicate it to create templates for unmoderated tasks, 1-1 interviews, and multi-day studies.
- Use nomenclature that will make sense to you and your team. Clear internal titles will help your teammates quickly identify which templates to use. For example, you could structure your project template titles as “Study Type - Recruitment Criteria - Date,” e.g. “1-1 interviews - Product Owners & Managers - Q4 2024.”
- If you have the Document Signing feature, any documents you include in the original project will be carried over. This means that researchers won’t have to re-upload any consent forms, NDAs, or other documents when using duplicated project templates. However, they will be able to edit or remove the document if needed.
Project templates save time during the project building process, and they’re also a great resource for new teammates so they don’t have to start from scratch.