Overview of study setup

When you create a study in Reframer v2, you can use the set up process as a guide to plan and organize your qualitative research. This will not only help you streamline the process of your research, but will also allow you to store the context of the study for your team's future reference. It also means you can apply metadata (such as research questions, segments, and tags) to your observations as you collect them, making analysis much easier later on.

We've made it simple to use Reframer v1 and Reframer v2 interchangeably - you'll see a toggle at the top of each tool that enables you to view your studies in each Reframer instance. This means it's safe and easy to view, analyze and edit your data in either Reframer v1 or Reframer v2 .

Create a study

To create a Reframer v2 study, select Reframer v2 as the study type from the ‘Create a study’ modal.

Study overview and background

When you create a new v2 study, you'll be presented with the Study overview, which acts as a high-level summary of your study.

Here you can add study objectives and any reference links you’d like to include (for example, to a prototype, discussion guide or participant register). You can also select the research methods from the dropdown, as an indication for your team.

Filling in the study overview will help your colleagues understand the context of your study, which is handy if they're collaborating with you. It's also valuable for your team if they're revisiting this study in the future.

Setting up your study for success

Other than adding context to your study overview, you have the ability to capture the research questions or tasks with Tasks, define the segment or demography of your participants with Segments, and set up a few initial topics of interest with Tags.

Once you have your participants or sessions scheduled, we recommend that you also set up sessions in the Sessions tab before you conduct your study.


Tasks can be used as session guides, they provide structure and reference to the interview or usability study. Once you set up the tasks for a study, you can assign them to relevant observations as you take notes, making it easier for you to slice and dice your data during analysis.

Although tasks are commonly associated with usability tests, they can also be used as questions for exploratory research.


Reframer v2 uses tags to help organize and filter your observations when you analyze your data later on.

If you're certain about the keywords and phrases your study will focus on or surface, you can create tags prior to your first session.

For more structured, task-based research, we recommend setting up your tags in advance. For more open-ended research, you may prefer to hold off on creating any tags until you see patterns start to emerge during your sessions.


Segments can be applied to your participant sessions. Once you set up the segments for a study, you can assign them to a session, making it easier for you to get more granular and specific during your analysis.


Sessions are where you capture your observations. Add in details about your participants, logistics and segments before your interviews so you and your note takers know exactly where to put each observation.

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