To create a card sort project, head to your Projects dashboard.

Click on the button "New Project"

Click "Create" under card sort.

Name your project, write a description and select who you'd like to get feedback from.

Participants won't see the name and description - those are for internal purposes only.

You'll need a subscription to the Grow or Scale plan to utilize the card sort feature.

If you want to get feedback from the PlaybookUX panel, you can target participants on the Audience page. Select from a variety of demographic and employment filters or create your own screener questions.

Learn more about targeting participants and screener questions here.

If you choose to gather feedback from your own participants, we'll generate a link that you can share with them.

After making an audience selection, you'll start adding cards & categories.

Determine if you'll conduct an open, closed or hybrid card sort.

• Open card sort: With an open card sort, participants sort a list of items into groups that make sense to them. Participants are free to assign whatever names they want to the groups they’ve created. View an example