New feature: Category card limits


We’ve rolled out another new feature for OptimalSort. Researchers the world over have long requested an ability to set limits for the number of cards allowed to be sorted into predefined categories

When to use category card limits?

Category card limits are often used in Q-methodology research, also known as Q-Sorts. This type of research method involves participants being provided with a certain number of categories that sit in order of rank (most of something to least of something). Some or all of these categories have a limit as to how many cards can be placed within them. Participants are asked to sort their cards into these categories, which requires them to think more about prioritization.

Using category card limits can be useful in many different scenarios. For example, you might be thinking of adding a quick links menu to your website, and you only have space for about five links. By adding a limit to your categories, you can figure out what information people need to access quickly. Overall, category card limits are a great way to find out what information or content is important to your users. Read our Knowledge Base article for more on when category card limits can be useful.

How do category card limits work?

Category card limits are easy to set up in your closed or hybrid OptimalSort studies.

Set up your card sort as per usual, and once you get to the Categories tab just check the “Add category card limits” box in the right hand menu. From there, you can set the limit for each category.

When your study is launched, this is what your participants will see:


We hope you enjoy this new feature! As always, if you have any comments please flick us a line at

Published on Jan 20, 2017
Max Koh
  • Max Koh
  • Max is Optimal Workshop's UX writer/word person, resident cat whisperer and Samoyed enthusiast. Connect with her on LinkedIn:

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