Here's another useful feature to help you keep your research tag board organized and save time doing it. In most systems when you create new tags on the fly

You can now specify rules to automatically file your on-the-fly created tags into the right category.

Create rules to organize your new research tags on UserBit
Create rules to organize your new research tags.

On the Tag Category Rules modal, simply add the prefix you want to match for and the category the tag should end up in. For example, we can create the following rule:

All new tags that start with PP: should end up in the category Pain Point automatically.

This rule would then make sure that as we're creating new tags for responses, notes or surveys within our user research project, if the tag starts with "PP:" it gets filed under the Pain Point category. Researchers no longer have to do the extra work of re-organizing uncategorized tags once coding is done!

Tag category rules applying to new tags
Tag category rules automatically organizing new tags

A few constraints to keep in mind:

  • A prefix has to be unique across project.
  • prefix is case insensitive.

Ready to save a ton of time organizing your research tags? Start today!