Updated on February 28, 2022

Organizing Notes

At UserBit, we're a strong believer in keeping the research space neat. Your qualitative data in notes & media section can be organized in two ways:

  • Folders
  • Participant Notes
Folders in Notes & Media
Folders in Notes & Media

#Folders

When a new note is created, it is automatically an ungrouped file. You can organize this by moving the note to a new folder or attaching it to a participant. Move notes between folders within the settings of each note Move.

Add Note Menu
Add Note Menu

#Participant Notes

UserBit allows you to easily track participant notes by allowing you to attach notes to participants. Once linked, the note assumes all the segment tags that belong to the person.

Link notes with participants
Link notes with participants

To attach a note to a person, select Link with Participant from the note’s menu. Choose from people categorized as Users and Stakeholders.

Once a participant is attached to a note, UserBit automatically creates a special folder for the participant to organize all notes that belong to them.

Linked note
Linked note