How to use the Card sort results template

Start a board from it
Use this template opens a new Freero board with the Card sort results template on it (sign up free first). On a board you already have, open Templates in the toolbar and search for “Card sort results”.
Follow the instruction on the board
“Copy each group participants made into a cluster, using their label as the title. Items that land in different groups each time need a closer look.”
Fill in each part
- My money Named by 7 of 10 people. What did they put here?
- My orders Named by 9 of 10 people. What did they put here?
- Account Named by 6 of 10 people. What did they put here?
- Help Named by 8 of 10 people. What did they put here?
- Items that moved around Cards people placed in different groups. Why?
- What we’ll change Decisions for the menu, based on the groups above.
Bring your team and your agents
Invite people to the board or share a link, and work on it together live. The timer is in the top bar, private mode and voting in the board menu, and Claude or ChatGPT can join through Freero’s MCP server.

Work on it with an AI agent

Connect an assistant once and it works on the board with you, with your permissions: by default it reads and proposes, and people decide.

You ask: “Fill in the Card sort results board from these notes.”
What happens It reads the board, then proposes sticky notes for it. Nothing changes until someone on the board accepts them.
You ask: “Group what we wrote into themes and list the actions.”
What happens It proposes clusters with a title each and task cards for the actions, labelled with its name and yours.

Wireframe review
Review early wireframes on structure and flow before anyone discusses colours: is the content right, and can people find it?
Content inventory
List every page or piece of content you have, who owns it, how it performs and whether to keep, update, merge or remove it.
Usability test plan
Plan a round of usability sessions: what you need to learn, with whom, the tasks they will try and how you will judge success.
Usability findings
Turn test sessions into a ranked list of problems with evidence, severity and the fix you recommend.
User flow
The screens and steps a person goes through to finish one task, with what each step must achieve and where it can go wrong.
Design critique
Give feedback on a design against its goal: what works, open questions, concrete suggestions and what the designer decides.