PlaybookUX

Image card sort test

Conduct a non-recorded card sort, unmoderated card sort and a moderated card sort

What type of card sorting studies can I conduct?

What is card sorting? A guide to card sorting

Setting up a card sort

Conducting a Moderated Card Sort

How do I conduct an unmoderated card sort?

Analyzing your card sort

Open vs Closed vs Hybrid Card Sorting

Closed Card Sort Example

Hybrid Card Sort Example

Open Card Sort Example

How do I preview my card sort study?

Can participants add new cards and categories to my card sort?

Chelsea

Julie

Creating, conducting and analyzing a card sort

Card Sorting

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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