{"id":3359,"date":"2026-01-19T07:58:47","date_gmt":"2026-01-19T07:58:47","guid":{"rendered":"https:\/\/www.uxtweak.com\/help\/?page_id=3359"},"modified":"2026-01-19T07:58:52","modified_gmt":"2026-01-19T07:58:52","slug":"study-creation","status":"publish","type":"page","link":"https:\/\/www.uxtweak.com\/help\/study-creation\/","title":{"rendered":"How To Create a Study in UXtweak"},"content":{"rendered":"\n<p class=\"text-block\">You can create a new study from the <strong>New study<\/strong> 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.<\/p>\n\n\n\n<p class=\"text-block\">From the creation flow, you can:<\/p>\n\n\n\n<ul class=\"bullet-list\">\n<li>choose a research tool<\/li>\n\n\n\n<li>learn what the method is for<\/li>\n\n\n\n<li>select a moderated or unmoderated mode<\/li>\n\n\n\n<li>(for card sorting) choose a variant<\/li>\n\n\n\n<li>create the study and move to setup<\/li>\n<\/ul>\n\n\n<h2 id=\"choosing-a-research-tool\" class=\"heading-block\" tabindex=\"0\">Choosing a Research Tool<a class=\"copy-link\" title=\"Copy link\" data-id=\"choosing-a-research-tool\">&nbsp;<img decoding=\"async\" src=\"https:\/\/help.uxtweak.com\/wp-content\/themes\/uxtweak\/public\/assets\/images\/icons\/link.svg\" alt=\"Copy link\" \/><\/a><\/h2>\n\n\n<p class=\"text-block\">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.<\/p>\n\n\n<div class=\"callout-block\" tabindex=\"0\">\n            \n            <div class=\"callout-content\"><strong>Tip:<\/strong> If you are unsure which tool to pick, reading the short descriptions can help you match the method to your research goal.<\/div>\n        <\/div>\n\n\n<div class=\"image-block\">    <div class=\"image-instance\">\n                    <img decoding=\"async\" class=\"image\" src=\"https:\/\/help.uxtweak.com\/wp-content\/uploads\/2026\/01\/step1_1440x1029.png\" alt=\"Tool selection\" \/>\n                <div class=\"right-container\">\n            <div class=\"text\">\n                                    <h4>Tool selection<\/h4>\n                                                    <p>Selecting a research tool with a short explanation of the method.<\/p>\n                            <\/div>\n            <div class=\"links\">\n\n            <\/div>\n        <\/div>\n    <\/div>\n    <\/div>\n\n\n<h2 id=\"moderated-or-unmoderated\" class=\"heading-block\" tabindex=\"0\">Moderated or Unmoderated<a class=\"copy-link\" title=\"Copy link\" data-id=\"moderated-or-unmoderated\">&nbsp;<img decoding=\"async\" src=\"https:\/\/help.uxtweak.com\/wp-content\/themes\/uxtweak\/public\/assets\/images\/icons\/link.svg\" alt=\"Copy link\" \/><\/a><\/h2>\n\n\n<p class=\"text-block\">In the next step, choose whether the study will be <strong>moderated<\/strong> or <strong>unmoderated<\/strong>.<\/p>\n\n\n\n<ul class=\"bullet-list\">\n<li><strong>Unmoderated<\/strong> \u2014 participants complete the study on their own, without a moderator<\/li>\n\n\n\n<li><strong>Moderated<\/strong> \u2014 you run the session live with the participant, typically over a call, and you can ask questions or guide them as they perform tasks<\/li>\n<\/ul>\n\n\n\n<p class=\"text-block\">For most tools, both options are available. The only exception is <strong>Freeform Interview<\/strong>, which is always moderated since it is a live call-based format.<\/p>\n\n\n\n<div class=\"image-block\">    <div class=\"image-instance\">\n                    <img decoding=\"async\" class=\"image\" src=\"https:\/\/help.uxtweak.com\/wp-content\/uploads\/2026\/01\/step2_1440x1029.png\" alt=\"Moderation mode\" \/>\n                <div class=\"right-container\">\n            <div class=\"text\">\n                                    <h4>Moderation mode<\/h4>\n                                                    <p>Selecting moderated or unmoderated mode.<\/p>\n                            <\/div>\n            <div class=\"links\">\n\n            <\/div>\n        <\/div>\n    <\/div>\n    <\/div>\n\n\n<h2 id=\"card-sorting-variants\" class=\"heading-block\" tabindex=\"0\">Card Sorting Variants<a class=\"copy-link\" title=\"Copy link\" data-id=\"card-sorting-variants\">&nbsp;<img decoding=\"async\" src=\"https:\/\/help.uxtweak.com\/wp-content\/themes\/uxtweak\/public\/assets\/images\/icons\/link.svg\" alt=\"Copy link\" \/><\/a><\/h2>\n\n\n<p class=\"text-block\">If you selected <strong>Card Sorting<\/strong>, one additional step appears. Card Sorting supports the following variants:<\/p>\n\n\n\n<ul class=\"bullet-list\">\n<li><strong>Open<\/strong> \u2014 participants create their own categories<\/li>\n\n\n\n<li><strong>Closed<\/strong> \u2014 participants sort cards into categories you define<\/li>\n\n\n\n<li><strong>Hybrid<\/strong> \u2014 a combination of both (participants sort into your categories but can also create their own)<\/li>\n<\/ul>\n\n\n\n<p class=\"text-block\">After selecting a variant, you can continue to creation.<\/p>\n\n\n\n<div class=\"image-block\">    <div class=\"image-instance\">\n                    <img decoding=\"async\" class=\"image\" src=\"https:\/\/help.uxtweak.com\/wp-content\/uploads\/2026\/01\/step3_1440x1029.png\" alt=\"Card Sorting variants\" \/>\n                <div class=\"right-container\">\n            <div class=\"text\">\n                                    <h4>Card Sorting variants<\/h4>\n                                                    <p>Selecting Open, Closed, or Hybrid varaint of Card Sorting.<\/p>\n                            <\/div>\n            <div class=\"links\">\n\n            <\/div>\n        <\/div>\n    <\/div>\n    <\/div>\n\n\n<h2 id=\"study-setup\" class=\"heading-block\" tabindex=\"0\">Study Setup<a class=\"copy-link\" title=\"Copy link\" data-id=\"study-setup\">&nbsp;<img decoding=\"async\" src=\"https:\/\/help.uxtweak.com\/wp-content\/themes\/uxtweak\/public\/assets\/images\/icons\/link.svg\" alt=\"Copy link\" \/><\/a><\/h2>\n\n\n<p class=\"text-block\">Once you\u2019ve selected the tool and moderation mode (and variant for Card Sorting), click <strong>Create<\/strong>. You will be redirected to the study setup page where you can configure tasks, questions, branding, messaging, recruitment, and other details.<\/p>\n\n\n\n<p class=\"text-block\">For setup guidance, see our <a href=\"https:\/\/www.uxtweak.com\/help\/.\/tools\/\" data-type=\"category\" data-id=\"9\">Tools section<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>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: In the first step, select the tool you [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":4,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"content-type":"","inline_featured_image":false,"footnotes":""},"categories":[11],"tags":[],"class_list":["post-3359","page","type-page","status-publish","hentry","category-studies"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.uxtweak.com\/help\/wp-json\/wp\/v2\/pages\/3359","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.uxtweak.com\/help\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.uxtweak.com\/help\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.uxtweak.com\/help\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.uxtweak.com\/help\/wp-json\/wp\/v2\/comments?post=3359"}],"version-history":[{"count":7,"href":"https:\/\/www.uxtweak.com\/help\/wp-json\/wp\/v2\/pages\/3359\/revisions"}],"predecessor-version":[{"id":3419,"href":"https:\/\/www.uxtweak.com\/help\/wp-json\/wp\/v2\/pages\/3359\/revisions\/3419"}],"wp:attachment":[{"href":"https:\/\/www.uxtweak.com\/help\/wp-json\/wp\/v2\/media?parent=3359"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.uxtweak.com\/help\/wp-json\/wp\/v2\/categories?post=3359"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.uxtweak.com\/help\/wp-json\/wp\/v2\/tags?post=3359"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}