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Lesson
6

Other Key Collaboration Features in Hub

3 mins to complete

In this last lesson of our Team Building & Coordination with Research Hub course, we’d like to call attention to other key collaboration features that make democratization possible with Research Hub. 

📹 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!

Some of these features may be review for you. If coordinating a large research team is a major focus for you, then be sure to pay attention to these features and make sure you’ve configured each to make the most of them. 

  • Project notes & collaborative drafts: Project notes allow you to ask questions and collect feedback from stakeholders on project drafts. Add notes and invite teammates into the conversation pre-launch to review project details like screener survey questions, incentive amounts, participant communications, and more. To access Project Notes, click on the notes icon in the upper righthand corner of the project workspace.
  • Automatic team scheduling: Automated scheduling in Research Hub makes it easy to coordinate scheduling across multiple researchers. By connecting everyone’s calendar and enabling automatic scheduling, we’ll help you find team-wide availability, get sessions booked, and take care of all scheduling-related logistics, such as sending calendar invites, reminders, and meeting links.
  • Observer sign up: Some stakeholders may find value in joining sessions to observe, take notes, and offer perspectives unique to their role. Research Hub allows you to share a page where teammates (with or without a UI account) can sign up to observe upcoming sessions, and those observers will be added to sessions as optional attendees.
  • Integrations: UI’s data, testing tool, and calendar integrations all exist to make coordinating research across tools and teammates as simple as possible. By integrating Research Hub with the other tools in your research toolkit, you create a single source of truth for all participant touchpoints with your team, enabling greater oversight and control even on a large, cross-functional team. 
  • Roles and permissions: Roles and permissions allow you to adjust visibility and access for different collaborators on your team, so they’re an important feature for managing large teams with varied levels of involvement in the research process. You should have already set up team roles and permissions in our Hub for ReOps: Setup and Onboarding course—but if you haven’t, all users will have admin access by default. 
  • Panel segments, rules, and limits: When you start building and managing your research panel, you can use segments, rules, and limits to control who, how, and how often your team recruits for research. We’ll dive deeper into panel management features in a future course, but these features will be crucial for managing team activity and budgets. 

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