About the UX Research Tracker template
Juggling multiple research projects can get complicated. As insights are gathered and stakeholders ask for updates, information can get scattered across different documents and channels. The UX Research Tracker template brings order to your research operations by providing a central, visual system to manage every study from start to finish. It’s a simple way to keep your team aligned and your insights organized in one collaborative workspace.
How to use the UX Research Tracker template
Add your planned studies. Begin by adding cards to the Planned column for every upcoming research project. Fill in key details like the primary research question, the owner, and the proposed method.
Move cards to reflect progress. As a study moves forward, drag its card across the Kanban board. This gives anyone an immediate, at-a-glance understanding of whether a project is in the Recruiting, In Field, or Analysis stage.
Store all your project details. Use the fields on each card to capture important context. You can note the number of participants, assign a researcher, and add key dates to keep everything on track.
Create a link to your findings. Once your analysis is complete, move the card to the Shared column and add a link to the final research report or presentation. This makes it easy for the entire team to access and learn from your work.
Why use the UX Research Tracker template?
Create a single source of truth. Centralize your team’s entire research pipeline in one shared view, eliminating the need to hunt for status updates or buried reports.
Increase visibility for stakeholders. Give product managers, designers, and other stakeholders a clear window into what the research team is actively working on and learning.
Build a searchable knowledge base. Over time, the tracker becomes a valuable archive of past research, preventing duplicate studies and making key insights accessible to everyone.
