From the course: UX Foundations: Information Architecture
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Setting up a card sort using OptimalSort
From the course: UX Foundations: Information Architecture
Setting up a card sort using OptimalSort
Let's go through the stages of setting up a card sort using Optimal Workshop's OptimalSort product. You'll find that most tools follow the same basic steps, although some make it easier than others. After you've signed up and signed in, if this is your first sort, you'll see a screen telling you what the tool does. As you can see, with a free account you can run a proper card sort, but you're limited to 30 cards and ten participants. I like the confidence of having at least 15 participants and often, if I have a disparate user base, I'll be testing 15 participants from each of several different user types. So, maybe 45 participants total. For that reason, I use the paid account. The analysis tools are the same, so if you aren't in a position to pay, follow along anyway using the free account. However, I'm going to click the Upgrade Now button to give them my money. Now I'm back at the same screen after paying for a one month subscription. Like I said, the process is the same for paid…
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Contents
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Accessing remote users with online sorts3m 51s
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Setting up a card sort using OptimalSort6m 58s
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Running an online OptimalSort card sort2m 59s
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Reviewing what participants see1m 52s
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Checking your data3m 11s
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Using the built-in analysis tools5m 34s
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