What are label templates?
Label templates are a group of labels that can be attached to projects so that everyone consistently uses the same terms. This helps with organizing research and analysis.
For example, you can use a Likert scale template with labels such as 'strongly agree,' 'neutral,' and 'strongly disagree'. This standardizes the responses across a project.
Make sure to keep the following points in mind while using and creating label templates:
You can only use one template per project
Projects attached to a template will update every time a change is made
How do I find existing label templates?
Select 'Templates' in the left navigation menu on the home page.
Here you’ll see all the templates created by your team.
How do I create new label templates?
You can also create your own templates. You have an option to create one from scratch. Click 'Add new label template' in the top navigation bar.
You can either start with a blank template or build on an existing template attached to a project.
To modify an existing template, select 'Create copy of a project'. You’ll see a list of projects whose template you can modify.
Once you’ve given your new template a name and short description, click on it to add and edit labels.
For example, this is what the market research template in Marvin looks like.
If you hover over a specific label, you’ll see some options to customize. If you make a change to a template, it will update all the projects to which the template is attached.
1. Change color
To easily identify labels, you can change the color for each parent and child label. Click on the colour icon and choose one from the shown options. You can choose to apply the same colour to all of its child labels as well.
2. Edit label
You can change the name and description of the template from here. To change the parent label, you can drag and drop the label to where you want it.
3. Merge labels
Use this option in case some labels in your template are redundant and you want to merge the data under these labels.
4. Delete label
Click on the bin icon to delete the label immediately. You’ll see a message confirming the change.
5. Add child label
When you need to classify your data in more detail, you can create a child label. Your template can contain up to 5 layers of labels.
6. Created by
The last icon indicates who created that specific label.