Made for human-centred research work
Qual projects contain more moving parts than a calendar can show. This board keeps recruitment, moderation, analysis, and debrief tasks visible without burying the team in admin.
Keep recruitment visible
Track screeners, quotas, incentive checks, consent, scheduling, reminders, and replacement participants.
Protect analysis time
Separate fieldwork from transcription, coding, synthesis, theme development, and debrief writing.
Coordinate researchers
Keep moderator, note taker, recruiter, analyst, and stakeholder review tasks in the same workflow.
The workflow columns
The template follows a qual project from setup through participant work and synthesis.
Setup
Brief, aims, audience, research questions, and project constraints.
Design & Prep
Approach, sample, stimulus, consent materials, and logistics.
Topic Guide Dev
Discussion guide, probes, exercises, moderator notes, and approvals.
Recruitment
Screener, quotas, participant scheduling, reminders, and replacements.
Interviewing
Depths, groups, notes, recordings, consent checks, and fieldwork updates.
Analysis
Transcripts, coding, theme development, synthesis, and evidence selection.
Reporting
Debrief structure, quotes, clips, recommendations, and review cycles.
Complete
Final deliverables, archived materials, and reusable insight assets.
Where Pro helps as work scales
Pro matters once a team needs shared visibility, clear ownership, and several projects running at once, which qual work reaches quickly.
Free starter board
- Open the qual workflow instantly
- Track recruitment, guides, sessions, analysis, and reporting
- Use comments, tags, priorities, timers, and exports
Pro as the work grows
- Unlimited boards for studies, client projects, or participant streams
- Unlimited team members for recruiters, moderators, analysts, and stakeholders
- Board themes and analytics for delivery visibility
Common questions
Can I track participant status?
Yes. Use tags and task descriptions for participant groups, recruitment status, incentives, or interview method.
Can I add transcripts or files?
Use task descriptions and comments for links to transcripts, recordings, notes, and shared folders.
Does it work for UX research?
Yes. Rename the columns to match user interviews, usability tests, diary studies, or concept testing.
More ways to use KanbanQuick
The same board runs sprints, personal workloads, and everything in between. Nothing about KanbanQuick is research-specific.
Personal Kanban template
Run your own workload on the same board, with a work-in-progress limit.
How to set up a personal Kanban system for deep work
Limiting work in progress so the important task actually gets finished.