Workflows4 min read

Turn research materials into a conclusion

Keep sources, reasoning, and drafts together as research develops into a useful recommendation.

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Define the question first

Create a task with an output, such as ‘Assess an English quick-start guide pilot’. State the decision, evidence needed, and deliverable at the top of its note.

Set a start date and add a due date for a review or delivery commitment.

A research task on the board with feedback, drafting, and scope review as subtasks — Give research a decision to support, rather than an open-ended reading list.

Collect sources and explain what they show

Add interview excerpts, feedback, and source links. Beside each, write which judgment it supports and what remains uncertain.

Insert images or attach files as needed. Keep source quotations distinct from your own inferences.

The research task note organizes feedback, drafting findings, and an open maintenance question — Keep sources and findings under the same question, with enough detail to trace them.

Organize a draft around the question

Use headings for Question, Evidence, Recommendation, and Further validation. Give the conclusion you can support now, followed by its evidence.

Create dated subtasks for more interviews, data checks, or a pilot draft.

The same task contains a short brief with a recommendation, basis, and next actions — Lead with the recommendation, explain the basis, then name the next work.

Keep the conclusion and its limits

Record the final recommendation, delivery link, and remaining uncertainty. Complete the task and add a topic tag such as ‘User research’.

When reusing it, check whether the original conditions still apply before relying on the conclusion.