This template helps a UX or market researcher recruit the right people by building a screener that filters for qualified, diverse participants. Avoid wasted sessions by confirming fit before anyone joins the study.
What's Included
- Eligibility criteria: the traits your study requires.
- Screening questions: items that confirm or rule out fit.
- Quota plan: targets for a balanced participant mix.
- Tracking grid: invited, screened, and confirmed status.
How To Use
- Clone the template into your workspace.
- Define your eligibility criteria.
- Write screening questions for each criterion.
- Track responses and confirm your quotas.
Let a Taskade AI agent flag respondents who don't meet criteria. See builds in the Community Gallery or open the research agents page.