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Coda for Research: Design, Run & Present In-Depth Studies (🌶🌶 Medium Kit)
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Coda for Research: Design, Run & Present In-Depth Studies (🌶🌶 Medium Kit)

Design, run and synthesize research studies all in one place using your research know-how

What is the Research Study Kit Series?

Planning, executing, and sharing out findings for research studies can lead to a tangle of notes, spreadsheets, slides, and other artifacts—That’s where Coda can help!
The Research Study Kit Series lets you run the end-to-end research study workflow in Coda so you can spend more of your time on insights and actions from your research, and less time figuring out the research operations and logistics. The Medium Kit 🌶🌶 is second in the series and is meant to let you take your research know-how to the next level in Coda. Start by making a copy and customizing it for your first study!



What’s in the Medium 🌶️🌶️ Kit?

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The Medium Kit is a versatile template for your end-to-end study workflow.

Learn how to use this kit and delete the page once you’re up and running.

Define what assumptions to test and how you'll test them.

Create questions to ask during sessions.

Gather perspectives before beginning the study.


Track interviews and take notes on the same page.

Pull out useful nuggets of insight from your raw notes.

Finalize your report and share with stakeholders.


Who made this doc?

Coda’s very own User Research and Design team collaborated to bring you this doc series.


Multiple versions of this kit are available for different levels of research practitioners

Mild 🌶️

New to user research and new to Coda
This kit is for you! Keep research plans simple while streamlining work.

Medium 🌶️🌶️

A real pro at user research, but still new to Coda
Dive into this one. Design, run and analyze the study end-to-end in one place with turnkey Coda templates to level up your research operations and work product.

You’re currently on this version!

Spicy 🌶️🌶️🌶️

A user research master who is also using Coda on a regular basis
Pick me! Automate participant scheduling, take timestamped notes and integrate your research synthesis across platforms.

This kit is being built by the Coda team now!
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While this study kit is free to explore, you’ll get the most out of it if you’re on a Pro plan where you won’t run into doc size limits.

We’ve designed this kit with loads of powerful features with our Pro users in mind. So, if you’re on Coda’s Free plan and would still like to run your research with Coda, head instead to the .



What’s Coda?

Coda is an all-in-one doc for your team’s unique processes — the rituals that help you succeed. Teams that use Coda get rid of hundreds of documents, spreadsheets, and even bespoke apps, to work quickly and clearly in one place. This template is a Coda doc. Click around to explore.

A few of the 25,000+ teams that 🏃‍♀️ on Coda.

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Ready to start?

1. Make a copy of this doc


2. Start with the



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