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Card sorting

Discover how people organize information.

What it does

Understand mental groupings and evaluate categories for information architecture.

When to use it

Before defining a menu or when current categories cause confusion.

Before you begin
  • Cards with unique concepts; the editor supports up to 60.
  • Choose open, closed or hybrid based on category maturity.

See how it works

Guided tutorial

Read each step and choose Play to hear the explanation while following the screen.

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01

Select Open

What to doChoose mode

Real screens with demo data

Select Open

In Build, click Add block and choose Card sorting. Choose Open, with no predefined categories. Fill in the example below.

  • Open
  • Instruction: Group services in a way that makes sense to you.

An example to try

Group the services in a way that makes sense to you.

  • Statement
  • Receipt
  • Block card
  • Change password

What you see in results

  • Similarity shows how often card pairs were grouped together; Don’t know is excluded from the pair calculation.
  • The dendrogram suggests groupings; validate labels and navigation before adopting a menu.

Avoid these mix-ups

  • Similar category names may be normalized by spelling; this does not resolve differences in meaning.
  • If limiting cards per person, account for exposure when interpreting results.