How To Create a Study in UXtweak

You can create a new study from the New study button found on the dashboard or on the study list page. This opens a multi-step modal that guides you through selecting the research method and how you want to run it.

From the creation flow, you can:

• choose a research tool
• learn what the method is for
• select a moderated or unmoderated mode
• (for card sorting) choose a variant
• create the study and move to setup

Choosing a Research Tool 

In the first step, select the tool you want to use. Each tool has a short description on the side explaining what the research method is for and when it is typically used. This is helpful if you are not familiar with a specific method.

Tool selection

Selecting a research tool with a short explanation of the method.

Moderated or Unmoderated 

In the next step, choose whether the study will be moderated or unmoderated.

• Unmoderated — participants complete the study on their own, without a moderator
• Moderated — you run the session live with the participant, typically over a call, and you can ask questions or guide them as they perform tasks

For most tools, both options are available. The only exception is Freeform Interview, which is always moderated since it is a live call-based format.

Moderation mode

Selecting moderated or unmoderated mode.

Card Sorting Variants 

If you selected Card Sorting, one additional step appears. Card Sorting supports the following variants:

• Open — participants create their own categories
• Closed — participants sort cards into categories you define
• Hybrid — a combination of both (participants sort into your categories but can also create their own)

After selecting a variant, you can continue to creation.

Card Sorting variants

Selecting Open, Closed, or Hybrid varaint of Card Sorting.

Study Setup 

Once you’ve selected the tool and moderation mode (and variant for Card Sorting), click Create. You will be redirected to the study setup page where you can configure tasks, questions, branding, messaging, recruitment, and other details.

For setup guidance, see our Tools section.