Planview UX Research Lab

Last updated
Save as PDF

UX research studies help us learn directly from you about your pain points, to develop features that best meet the needs of you and your teams. And, you get to check out the latest features being considered for our products — give feedback and help us shape the next iteration of the Planview platform.

Survey types:

Survey — no more than 15 questions related to the product and topic being studied; nothing is recorded beyond your typed answers to each question and can be completed from any device with a web browser
Unmoderated — a recorded session in which you respond to a series of questions and/or actions related to the product and topic being studied (this may include clicking through a prototype or using a demo instance of the product); you will be asked to voice your comments and responses throughout the study, while your screen and voice are recorded for review by our researchers; requires desktop or laptop computer

Active Studies (Closing May 5)

Product/Capability	Description	Type & Details	Access
AdaptiveWork	How do you use the right panel on a work item details page?	Survey (text input, 1-5 minutes) or or	Begin study
AgilePlace	How easy or hard is it for you to accomplish what you need to using AgilePlace?	Survey (text input, 1-5 minutes) or or	Begin study
AgilePlace	How do you approach agile planning? What would make your planning experience more successful?	Unmoderated (audio/video recording, 10-15 minutes) and or	Begin study
Copilot (used by multiple products)	How easy or hard is it for you to use the new workflows feature of Planview Copilot?	Unmoderated (audio/video recording, 5-10 minutes) and or	Begin study
Copilot (used by multiple products)	How easy or hard is it for you to schedule workflow content in Planview Copilot?	Unmoderated (audio/video recording, 5-10 minutes) and or	Begin study
Customer Success Center (used by all products)	How easy or hard is it to find the information you need from the Interactive Platform Map?	Unmoderated (audio/video recording, 5-10 minutes) and or	Begin study
Customer Success Center (used by all products)	How easy or hard is it to find and understand the information you need to be successful with our products?	Unmoderated (audio/video recording, 5-10 minutes) and or	Begin study
Customer Success Center (used by all products)	How easy or hard is it to find the information you typically need from the Customer Success Center?	Survey (text input, 1-5 minutes) or or	Begin study
Enterprise Architecture	How easy or hard is it for you to accomplish what you need to using Enterprise Architecture?	Survey (text input, 1-5 minutes) or or	Begin study
Hub	How easy or hard is it for you to accomplish what you need to using Hub?	Survey (text input, 1-5 minutes) or or	Begin study
Hub	How easy or hard is it for you to understand and navigate state transitions content using proposed designs?	Unmoderated (audio/video recording, 5-10 minutes) and or	Begin study
Hub	How easy or hard is it for you to create field mappings within Collections using proposed designs?	Unmoderated (audio/video recording, 5-10 minutes) and or	Begin study
Hub	How easy or hard is it for you to configure values within a field mapping using proposed designs?	Unmoderated (audio/video recording, 5-10 minutes) and or	Begin study
Logbook	How do you work with risks and issues in Planview products?	Survey (text input, 1-5 minutes) or or	Begin study
OKRs	How likely are you to customize the column set in the list view?	Survey (text input, 1-5 minutes) or or	Begin study
OKRs	How easy or hard is it for you to use the list view to manage your objectives and key results?	Unmoderated (audio/video recording, 5-10 minutes) and or	Begin study
Planview.Me (used by multiple products)	What types of interactions would you prefer within the new Copilot-powered Insights widget in Planview.Me?	Survey (text input, 1-5 minutes) or or	Begin study
Planview.Me (used by multiple products)	How easy or hard is it for you to accomplish what you need to in a Planview.Me view?	Unmoderated (audio/video recording, 5-10 minutes) and or	Begin study
+ Planview.Me + Planview Admin (used by multiple products)	Which method do you prefer for using templates to set up Planview.Me views in PV Admin?	Unmoderated (audio/video recording, 5-10 minutes) and or	Begin study
Planview Admin (used by multiple products)	How easy or hard is it for you to log in to Planview products?	Survey (text input, 1-5 minutes) or or	Begin study
Planview Admin (used by multiple products)	How easy or hard is it for you to add, edit, and deactivate users in PV Admin?	Unmoderated (audio/video recording, 5-10 minutes) and or	Begin study
Planview Design System (used by multiple products)	How easy or hard is it for you to create dependencies using the grid, Gantt, and details panel design components?	Unmoderated (audio/video recording, 5-10 minutes) and or	Begin study
Planview Design System (used by multiple products)	How do you typically work with Gantt charts?	Survey (text input, 1-5 minutes) or or	Begin study
Portfolios	How easy or hard is it for you to accomplish what you need to using Portfolios?	Survey (text input, 1-5 minutes) or or	Begin study
Portfolios	What trigger do you prefer/expect when accessing the details panel from a grid in the Plan screen?	Unmoderated (audio/video recording, 5-10 minutes) and or	Begin study
PPM Pro	How easy or hard is it for you to accomplish what you need to using PPM Pro?	Survey (text input, 1-5 minutes) or or	Begin study
ProjectPlace	How easy or hard is it for you to accomplish what you need to using ProjectPlace?	Survey (text input, 1-5 minutes) or or	Begin study
Roadmaps	How well are the current features of Planview Roadmaps meeting your roadmapping needs?	Survey (text input, 1-5 minutes) or or	Begin study
+ Roadmaps + AgilePlace	How easy or hard is it for you to turn roadmap plans into detailed work items? (AgilePlace)	Unmoderated (audio/video recording, 5-10 minutes) and or	Begin study
+ Roadmaps + Portfolios	How easy or hard is it for you to turn roadmap plans into detailed work items? (Portfolios)	Unmoderated (audio/video recording, 5-10 minutes) and or	Begin study
Viz	How easy or hard is it for you to accomplish what you need to using Viz?	Survey (text input, 1-5 minutes) or or	Begin study