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Interface Tour

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This guide walks you through the main areas of UserLens Insights so you can navigate with confidence.

Dashboard​

The dashboard is your home base. It shows all your projects at a glance.

Image showing the dashboard overview

Project View​

Click a project to open its detail view. The left sidebar shows project tabs.

Image showing the poject View
TabWhat It Shows
OverviewProject settings, research goals, status, and summary stats
ParticipantsAll participants with scheduling, status, and session details
HypothesesResearch hypotheses with status, priority, and evidence
TasksTask list with difficulty, questions, and hypothesis links
CoverageMatrix showing hypothesis-task coverage and alignment issues
SynthesisResearch questions, sticky notes, and clusters

Participants Tab​

Manage your research participants and their sessions.

Image showing the participants tab

Participant card shows:

  • Name and contact
  • Usage level and role
  • Scheduled session date/time
  • Completion status
  • NPS/SUS scores (if collected)

Actions:

  • Edit: Update details, schedule sessions, mark complete
  • Delete: Remove participant from project
  • Import: Bulk import from CSV

Tasks Tab​

Create and manage research tasks.

Image showing the tasks tab

Task card badges:

  • Time estimate: How long the task should take
  • Difficulty: Easy, Medium, Hard, or All Users
  • Q: Number of follow-up questions
  • Rating: Task rating scale is enabled
  • 🎯 H: Number of linked hypotheses

Synthesis Tab​

Capture and organize research findings.

Image showing the synthesis tab

Sticky note types:

  • 🔴 Barrier: Problems and friction points
  • 🟡 Insight: Observations and patterns
  • 🟢 Opportunity: Ideas and improvements
  • 🔵 Quote: Direct participant quotes

Clusters: Group related notes by dragging them together

Hypotheses Tab​

Track and validate research hypotheses.

Image showing the hypotheses tab

Status indicators:

  • Testing: Currently being evaluated
  • Validated: Evidence supports the hypothesis
  • Disproven: Evidence contradicts the hypothesis
  • Unclear: Insufficient or mixed evidence

Coverage Tab​

Visualize how well your tasks cover your hypotheses.

Image showing the coverage tab

What to look for:

  • Empty rows: Hypotheses with no tasks (gaps)
  • Empty columns: Tasks not linked to hypotheses (orphaned)
  • ⚠ Warnings: Task difficulty doesn't match hypothesis segments

Edit Modals​

Clicking Edit on a participant, task, or hypothesis opens a modal dialog.

Participants Tab​

Image showing the Edit Participant modal on the Participants tab

Tasks Tab​

Image showing the Edit Task modal on the Tasks tab Image showing the task content of the Edit Task modal on the Tasks tab Image showing the criteria of the Edit Task modal on the Tasks tab Image showing the questions of theEdit Task modal on the Tasks tab

Question Bank​

Image showing the question bank modal on the Tasks tab

Synthesis Tab​

Image showing the Edit Participant modal on the Synthesis tab Image showing the Edit Participant modal on the Synthesis tab Image showing the Edit Participant modal on the Synthesis tab

Next Steps​

Now that you know your way around: