Reels

What are Reels?

Reels are a great way to put together a comprehensive report of your research findings, and sharing that data with your colleagues.

Before creating a reel

Making a highlight:

First, you need to know how to make a highlight, so that you have some to use for your reel. Follow the steps below, or check out our highlight guide.

1. Find an interview/transcript that you would like to highlight.
2. Select (highlight) the text that you would like to create a highlight from.
3. Click Save without tags to create the Highlight without a tag, or apply a tag to create a tagged highlight.

Creating a reel

Creating a reel can be done in the global Repository and in your study's repository. The steps below work for both locations.

Creating a reel without highlights selected

1. Click on New in the top right corner and select New reel.
2. Add a title to name your reel.
   1. Adding a title, description, and tags are not required, but recommended.
   2. If no title is added, the reel will be saved as "Untitled highlight reel".
3. Optional: Search for tags by using the Search for highlights bar, and/or use the filter button to include or exclude the highlights needed.
4. Select the highlight(s) by checking the boxes for each.
   1. Or check the box next to the count of highlights if you want to add them all.
5. Click + Add to reel, in the right corner, just above the list of highlights.
6. To change the order, see Rearranging highlights in the reel.
7. To remove highlights, see Removing highlights from the reel.
8. Click Save highlight reel when done and allow some time for the reel to process.
   1. Reels are generally processed pretty quickly, but if you have added a lot of highlights, or lengthy highlights, it could take longer than usual.

Creating a reel with highlights selected

1. Find the highlights that you want by scrolling, searching, and/or filtering.
2. Check the boxes in the top right corner of each highlight for the desired highlights.
3. Click Add to reel in the top right corner.
4. Click Create new reel.
   1. You can add the highlights to an existing reel from this menu, as well. More on that below.
5. Add a title to name your reel.
   1. Adding a title, description, and tags are not required, but recommended.
   2. If no title is added, the reel will be saved as "Untitled highlight reel".
6. Optional: Search for tags by using the Search for highlights bar, and/or use the filter button to include or exclude the highlights needed.
7. Add the highlights by:
   1. Selecting the highlight(s) by checking the boxes for each.
   2. Checking the box next to the count of highlights if you want to add them all.
   3. Clicking the ＋ on the right side of the highlight.
8. Click + Add to reel, in the right corner, just above the list of highlights.
9. To change the order, see Rearranging highlights in the reel.
10. To remove highlights, see Removing highlights from the reel.
11. Click Save highlight reel when done and allow some time for the reel to process.
    1. Reels are generally processed pretty quickly, but if you have added a lot of highlights, or lengthy highlights, it could take longer than usual.

Editing a highlight reel

Changing the title

1. Click on the title while viewing the highlight reel in full view, or in the slideout view.
2. Make the desired changes.
3. Click out of the text box or hit Enter/Return to save changes.

Changing the description

1. While in the reel, click on the pencil icon (Edit highlight reel).
2. Click into the description box to make changes.
3. If no other changes are being made, click Save highlight reel when done.

Adding/removing tags

1. While in the reel, click on the pencil icon (Edit highlight reel).
2. Review the details and steps shown in Global and study tags within a highlight reel.
3. If no other changes are being made, click Save highlight reel when done.

Rearranging highlights in the reel

1. While in the reel, click on the pencil icon (Edit highlight reel).
2. To change the order, click and hold on the ⁝⁝ menu to drag the highlight to the desired position, or click on the ﹀ ︿ arrows to move one space at a time.
3. Click Save highlight reel when done and allow some time for the reel to process.
   1. Reels are generally processed pretty quickly, but if you have added a lot of highlights, or lengthy highlights, it could take longer than usual.

Adding highlights to the reel

1. While in the reel, click on the pencil icon (Edit highlight reel).
2. Optional: Search for tags by using the Search for highlights bar, and/or use the filter button to include or exclude the highlights needed.
3. Add the highlights by:
   1. Selecting the highlight(s) by checking the boxes for each.
   2. Checking the box next to the count of highlights if you want to add them all.
   3. Clicking the ＋ on the right side of the highlight.
4. Click + Add to reel, in the right corner, just above the list of highlights.
5. Click Save highlight reel when done and allow some time for the reel to process.
   1. Reels are generally processed pretty quickly, but if you have added a lot of highlights, or lengthy highlights, it could take longer than usual.

Removing highlights from the reel

1. While in the reel, click on the pencil icon (Edit highlight reel).
2. Find the highlight that you would like to remove.
3. Click the ✕ to remove.
4. Click Save highlight reel when done and allow some time for the reel to process.
   1. Reels are generally processed pretty quickly, but if you have added a lot of highlights, or lengthy highlights, it could take longer than usual.

Sharing a reel

Specific reel share settings

To change a reel's share settings:

1. Click on Share, in the top right corner.
2. Select Public or Private.
   1. Changes are saved automatically.

Account default share settings

Admins can now change the default share settings of interview rooms so that users do not have to change the setting for each newly created interview room.

1. Go to the account settings.
2. Click on Members.
3. Click on Settings within the Members page.
4. Locate Visibility > Reel visibility.
5. Click on the dropdown and select "Public - Anyone with the link can view" or "Restricted - Anyone on the account can edit"

Copying the link while in the reel:

1. Click on Share.
2. Choose your share settings.
3. Click Copy link.

OR

1. Click on the chain link icon (copy link) to copy the link to your clipboard.
2. Share the link via email or any other way you see fit.

Copying the link from the artifact card in repository:

1. Find the reel you want to share.
2. Click on the chain link icon (copy link) to copy the link to your clipboard.
3. Share the link via email or any other way you see fit.

Reel FAQs

What happens when I save my reel and the page appears to be blank?

The reel is still being processed. Give it a few more minutes and try refreshing the page. If the page is still blank after a couple attempts, please contact us via chat or the email below.

Have Questions?

Please reach out to us in the chat or at [email protected]!