Manage market and user research projects through to delivery
Set up the project from a template once the proposal is accepted, then track sessions, findings and stakeholder deliverables in one place. Your clients and stakeholders follow progress as Viewers.
Many clients, many deadlines, all at once
In a research agency or an in-house research team, projects do not arrive one at a time. One client’s usage and attitudes study is in the field while another’s concept test is still at questionnaire stage and a third has usability sessions booked for next week. Each project carries its own deadline, stakeholders and budget, and the same researchers work across most of them.
The first days after a proposal is accepted are mostly repeat work: the kick-off meeting, sharpening the brief, discussion guide or questionnaire rounds, the participant plan. Interim deliverables promised to the client, “when will the findings be ready?” questions and last-minute extra breakdowns create unplanned work. Which project is at risk often only becomes clear a few days before the presentation.
YouReply Manage lets you set up every project with the same structure and follow different projects in the same terms. A project template carries the columns, phases and starting work packages; the timeline shows the work that sets the presentation date, and the project summary shows team workload and which work package is falling behind.
From participant plan to stakeholder deliverables
Choose the market and UX research type when you create a project and it starts with these phases. For a survey-led quantitative study you can pick the survey and field research set instead; either way, you can shape the phases around how your team works.
Participant planning
Who to talk to, how many people and on what criteria are decided, and invitation and scheduling work is planned.
- Target population and planned sample size in the brief
- A checklist for screening criteria
- Recruitment work assigned to a team member or the person working with a supplier
Research sessions
In-depth interviews, usability tests or focus groups take place, and discussion guides and task scenarios are prepared.
- Session dates on the calendar, rescheduled by dragging
- A task template for session preparation: title, checklist and subtasks
- The Review column for client review of the discussion guide
Observations
Session notes are compiled, and the observations from each session are reviewed as a team.
- A task per session, with observation notes in task comments
- Sessions labelled by participant segment
Findings
Observations turn into themes and findings. Qualitative coding happens in YouReply Qualitative and quantitative analysis in YouReply Analyze.
- Finding headlines tracked as tasks, with supporting work as subtasks
- The report task linked to the findings with a “blocks” link
Recommendations
Findings are turned into recommendations aimed at the client’s business question and reviewed within the team.
- A concurrent-work limit per column for work waiting on review: it shows the breach, it does not block
- Recommendation work filtered and grouped by priority
Stakeholder deliverables
The report and presentation are prepared and presented to the client or internal stakeholders, and follow-up requests are handled.
- Milestones for interim and final deliverables; closing one with open work is flagged
- The critical path that sets the presentation date on the timeline
- Reopening a milestone for a post-presentation request
Capabilities for agencies and in-house teams
Every project starts from the same structure
A project template carries the columns, labels, research phases and starting work packages; a task template carries the title, checklist and subtasks of recurring work. You can keep separate templates for concept tests, usage and attitudes studies or usability testing.
The client’s business problem in the brief
The research brief holds the business problem, research objective, research questions, method, target population, planned sample, dates and the budget field. The scope agreed at kick-off is written into the project, and anyone who joins the team later reads the same definition.
Viewer access for clients and stakeholders
Client-side stakeholders are added to the project as Viewers: they see progress and cannot change anything. Within the team, the Owner and Contributor roles carry the work. Permission checks are enforced on the server.
Team workload and allocation
The project summary shows team workload, status breakdown and work package progress. Group the board by assignee to see how much open work sits with one researcher, and reassign work straight from a row in the list view.
Working periods and the archive
Open weekly or fortnightly working periods and write a goal for each; effort estimates show the load of a period, and unfinished work can move to the next one. Delivered projects are archived, not deleted, and can be restored if the client asks for more work months later.
What YouReply Manage does not do
- It does not prepare proposals, price projects or invoice clients; a project starts once the proposal is accepted.
- It does not recruit participants or run sessions. Survey building and response collection happen in YouReply Survey, statistical analysis in YouReply Analyze and qualitative coding in YouReply Qualitative.
- It does not produce report or presentation files; it tracks the work behind the presentation and when it will be ready.
- It does not open a separate access area for your clients; people on the client side join the project with the Viewer role.
- The YouReply field campaign connection is in development; once available, fieldwork progress and quota indicators will be tracked inside the project.
Market research management questions
- Can our client see the project?
- Yes. A client added to the project as a Viewer sees progress but cannot change anything. Permission checks are enforced on the server, so the restriction is not just a button hidden in the interface. The people doing the work within the team get the Owner or Contributor role.
- Can we use it for survey-led quantitative market research too?
- Yes. If you choose the survey and field research type when creating a project, it starts with questionnaire design, sampling, quota setup, participant recruitment, data quality, cost tracking, analysis and reporting phases. The survey is built in YouReply Survey and responses are collected there; the plan, owners and deadlines for that work are managed here.
- Do we build every new project from scratch?
- No. A project template carries the columns, labels, research phases and starting work packages, and a task template creates recurring work such as the kick-off meeting or a discussion guide review with its checklist and subtasks. A template is a starting point; everything can be edited once the project is open.
- How do we keep track when the client changes the scope?
- Add the new request as a task and attach it to the relevant milestone. Each task’s field-by-field change history shows when a date or owner changed, and the opened versus closed work comparison in the project summary makes growing scope visible. A closed deliverable can also be reopened.
- How many projects and people can we start with for free?
- The Free plan includes 2 active projects and 5 seats, and the whole research template is available on it. If the number of projects you run in parallel or the size of your team goes beyond that, compare the paid plans on the pricing page.
Related pages
Thesis project management
Bring every stage, task and deadline from research question to defense into one project. Your advisor follows progress as a Viewer, and you see what is slipping on the calendar and the timeline.
Academic research management
Bring work packages, researchers, milestones and reporting dates into one project. See which output is falling behind and which work is critical on the way to the next report, on the same screen.
Field research management
Plan questionnaire review rounds, the sample and quota plan, participant recruitment and data quality work in one project. See on the timeline which work sets the report delivery date.
Set up your next client project here
Prepare your template, add your team with their roles and bring your stakeholders into the project as Viewers. No credit card required.