Templates library

Research Template

Collect data on a digital whiteboard and decide on product improvements or new feature development based on research findings.

Research Template

What is the Research template?

A research template is a structured framework offering teams a clear and concise methodology for conducting studies. It provides a pre-defined outline that guides researchers in seeking answers regarding their existing products or in making decisions about new feature development. Essential sections within the template include user profiles, their respective roles, and their impressions of the application, both positive and negative.


The template serves as a clear roadmap, enabling teams to maintain focus on their research objectives and ensuring that all essential data is thoroughly addressed. Its clear format empowers researchers to look at all relevant aspects, mitigating the risk of overlooking critical details and fostering consistency in the product development process. Moreover, it proves invaluable in collaborative research endeavors, enhancing communication and coordination between the team and end users.


What are the benefits of the Research template?

Thanks to the Research template, you can:

  • Collect your observations in one centralized space.
  • Share research findings with key stakeholders, team members, or partners by having all the data in one place.
  • Document results of usability tests or customer interviews on a handy digital whiteboard.
  • Decide on new feature development based on actual research data and user needs.
  • Avoid designing the product for yourself but for those who will actually use the product.


How to use the Research template in a few steps?

  1. Open the Research template on a new whiteboard or add it to an already existing one.
  2. Start the video call and add your camera stream to the board to see and talk to your team members if you perform the research together.
  3. Start the meeting by going to the first swimlane. Upload an example image of your User in the first column.
  4. Move to the next columns and fill out sticky notes with such information as RoleFirst impressions about the appDislikes, and Will use the product again.
  5. Continue the exercise until you gather all of the information needed. Bear in mind you can always add new swimlanes or columns to the template.
Use this template