Feature Overview

The Project Research feature helps teams systematically collect requirements, identify risks, and accumulate knowledge by structuring the research process and standardizing research reports through reusable templates. It provides data support for project decision-making and improves the consistency of research activities.

Use Cases

• Customer requirements research: Based on a research plan outline, including customer business goals and pain points in current systems, the team can collect requirements through interviews, generate reports, and assign priorities.
• Vendor capability assessment: Teams can evaluate outsourcing vendors through predefined research dimensions such as technical capability, delivery history, and team size, then generate comparison reports to support vendor selection.
• Project risk assessment: Before iteration planning, teams can create research activities around technical challenges such as system compatibility, analyze feedback from the development team, and identify risks early so that response plans can be prepared.
• Cross-functional alignment: Product, development, and marketing teams can conduct research together and share research plans and reports to align on project goals and reduce communication costs across departments.

图1

Before using these features, go to Admin > People > Permissions to configure the required user permissions.

图2

Research Plans and Research Reports

The Research feature includes two parts: Research Plans and Research Reports.

In software development, research is a critical step because the quality of the research results directly affects the practical value of the software product.

Any software product that is well accepted by users typically goes through a detailed research process.

1. Manage research plans

Go to Project > More > Research to create a research plan.

图3

Complete the research plan form and click Save.

图4

After you click Save, the system automatically returns to the research plan list.

Click Generate Research Report in the action column to open the research report creation form.

图5

图6

If a research report has already been created for the plan, click Research Report Details in the action column to view the report linked to that plan.

You can also click Edit in the action column to modify the research report.

图7

2. Manage research reports

You can also manage research reports directly in the Research module.

Click Create Research Report in the research report list to create a report directly.

图8

图9

3. Relationship between user requirements and research reports

When creating a user requirement in the Product module, you can select Research Report as the source of the requirement. The Research Report drop-down list will display all available research reports.

图10

After the user requirement is created, its source and the related research report name can be viewed on the details page.

Click the research report name to go to the details page of that report.

图11

图12

4. Templates for research plans and research reports

In Research Plans, the Research Outline, and in Research Reports, the Report Content, can both be edited in the rich text editor and saved as templates for reuse.

图13

图14