Templates

Give each study a useful starting point.
Reuse what works.

Reuse project structures, research guides, tags, and fields to give the next study a consistent starting point.

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Standardize setup without fixing every study in place

Research templates let your team reuse a project structure instead of rebuilding it for every study. Bring guides, tag definitions, fields, and other prepared research materials into a new project, then adapt them to the question at hand.

Tetra supports creating projects from templates and turning an existing project into a reusable template. This helps a team carry its research practices forward while keeping each new study focused on its own objectives.

Prepare the parts your team repeats

Research documents

Start from an interview guide or study overview and adjust the questions for the next audience.

Tags and definitions

Reuse a starting coding vocabulary so related studies use consistent language for similar experiences.

Project structure

Prepare fields and research organization that make new projects easier to set up and compare later.

Choose a starting point that matches the research question

A competitive-analysis study asks about alternatives, switching, and decision criteria. A jobs-to-be-done study asks about motivations and the progress people want to make. A useful starting point is specific to the study: choose the relevant structure, then adapt it to your audience and question.

Harbor · Plan the next study

Understand why teams choose Harbor over their current tools.

  1. 01 · Alternatives

    What did you use before Harbor?

  2. 02 · Switching trigger

    What made you start looking for another option?

  3. 03 · Decision criteria

    Which tradeoff mattered most in the final decision?

Fictional case: choose a template to see how the structure changes the interview.

Create a repeatable interview-study setup

  1. Choose a project structure that reflects how your team works. Review its guides, tags, and fields before converting it to a template.
  2. Create a new project from the template and adjust the objective, participant criteria, and interview questions.
  3. After the study, review what should improve in the template. Keep reusable guidance separate from conclusions that belong only to that study.

Questions before you start

Are templates limited to written interview guides?
No. A project template can include research materials, tags, and project structure. It gives the study a starting configuration as well as reusable text.
Can a template make studies comparable automatically?
Shared definitions and structure help, but researchers still need to check that participant groups, questions, and methods support the comparison.

Try it with your next research project.

Start with existing interviews or recruit participants for a new study. Choose the workflow that fits your team.

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Participant recruitment is priced separately. See pricing for plan details.