---
title: "Virtual Sort: Video Guides"
description: "These videos provide a full overview of the **Virtual Card Sorting** process, showing how to create and launch a sort, analyze results through the **Analytics Dashboard**, and apply this next practice in talent management to support data-driven decisions. **Note:** Minor layout…"
url: "https://help.talenttelligent.com/docs/virtual-sort-video-guide/"
updated: "2026-01-08"
category: Digital Talent Tools / Virtual Sort
---

# Virtual Sort: Video Guides

These videos provide a full overview of the **Virtual Card Sorting** process, showing how to create and launch a sort, analyze results through the **Analytics Dashboard**, and apply this next practice in talent management to support data-driven decisions.

**Note:** Minor layout differences may appear in the videos. The steps and functions shown remain the same across all current versions of the site.

---

[Setting Up A Virtual Card Sort](https://player.vimeo.com/video/1131404686?dnt=1&app_id=122963)

### How to Setup a Virtual Card Sort: Video Overview and Steps

This video shows how to set up a **Virtual Card Sort**, from preparing your account and purchasing credits to building the group, inviting participants, and tracking progress.

In this tutorial, you will learn how to:

1. Log in to your **Qualified Administrator** account at www.talenttelligent.com.
2. Reset your password if needed using **Forgot Password**.
3. Navigate to **Digital Talent Tools** → **Organizations** to create your organizational profile.
   - Enter your organization's demographic details.
   - Upload your logo to appear on digital experiences.
4. Open the **Purchase** tab to access the product store.
5. Purchase **Virtual Sorting Credits** based on the number of participants you plan to invite.
   - Add credits to your cart, check out, and confirm the purchase.
   - View your current **Digital Credit Inventory** under **Purchase → View Inventory**.
6. Navigate to **Digital Talent Tools** →**Virtual Card Sort Groups** to begin setup.
7. Use the buttons at the top of the page to:
   - Create a new sort group.
   - Revisit the overview video.
   - Download a printable setup checklist.
8. Select your **Organization** and name your **Sort Group**.
9. (Optional) Use an **Existing Sub-Sort Library** to draw from prior sorts.
10. Choose your **Sort Question** (custom or pre-populated) and **Library** (Leaders, Managers, Individual Contributors, High Potentials, or Teams).
11. Select the **Number of Sorting Columns** (3-5) and customize **Column Labels**.
12. Choose the **Sorting Type**, Relative or Absolute, and click **Save and Continue**.
13. (Optional) Add **Demographic Fields** to include additional reporting filters.
14. Set your **Close Date** and **Reminder Interval**, and include a **Custom Invitation Message**.
15. Choose how invitations will be delivered:
    - **Direct Link**(unique per participant)
    - **Access Code** (to be entered on the website)
16. Review all setup details, then click **Add/Edit Participants**.
17. Add sorters in one of three ways:
    - From a **Previous Sort**
    - Via **Bulk Upload (CSV)**
    - By adding **New Participants** individually
18. Verify each sorter's first name, last name, email, and demographic information.
19. Click **Review Sort** to confirm your setup.
20. Select **Launch Now** to send all initial invitations.
21. Track sorter progress through the **Participants Tab** and send reminders as needed.

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[Virtual Card Sorting Demo](https://player.vimeo.com/video/1131808950?dnt=1&app_id=122963)

### A "Next Practice" in Talent Management: Video Overview and Steps

This video introduces **Virtual Card Sorting** as a next practice in **Talent Management**, highlighting how traditional card sorting methods have evolved into an intuitive, data-driven virtual experience.

In this tutorial, you will learn how to:

1. Understand how Virtual Card Sorting modernizes the traditional, face-to-face card sorting process.
2. View a pre-populated sorting experience using one of the five TalentTelligent libraries: **Leaders, Managers, Individual Contributors, Teams, or High Potentials**.
3. See how sorters drag and drop cards into sorting columns, available in three- or five-pile formats.
4. Explore features such as **Reset**, **Shuffle**, and **Instructions** to guide the sorting process.
5. Learn how sorters can submit their completed sort and download their selections for reference.
6. Discover how results are stored and analyzed through the **Analytics Dashboard** to support talent strategies such as **interviewing, development, 360 feedback, succession planning**, and **team building**.
7. See how Virtual Card Sorting supports data-driven decisions and represents a **next practice** in shaping the future of talent management.

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[Virtual Card Sorting Analytics Overview](https://player.vimeo.com/video/1131802929?dnt=1&app_id=122963)

### Virtual Card Sorting Analytics Overview: Video Overview and Steps

This video shows how to navigate the **Virtual Sort Analytics Dashboard**, review key data, and generate reports to analyze results and build success profiles.

In this tutorial, you will learn how to:

1. Log in to your Qualified Administrator Dashboard and navigate to **Digital Talent Tools** → **Virtual Card Sort Groups**.
2. Select and open a completed Virtual Sort Group to access the **Analytics Dashboard**.
3. Review the six main dashboard sections: **Sort Details, Aggregate View, Roles Detail, Roles Graphs, Practices Detail, and Practices Graphs**.
4. Apply or clear **demographic filters** across all tabs for deeper analysis.
5. Print or download key reports such as the **Placemat Report, Aggregate View Report, Tally Report, and Detail Report**.
6. Use the **Roles Detail** and **Practices Detail** tabs to analyze top and bottom sorts, view weighted averages and agreement scores, and establish a consensus ranking.
7. Save your **Success Profile** by confirming final rankings and selected practices.
8. Explore how saved success profiles can support other **TalentTelligent tools**, including:
   - Follow-up sub-sorts for refinement
   - Custom Interview Guides in **Hello! Interview Guide Builder**
   - **Develop-It-Yourself (DIY) Digital** experiences
   - Focused **360 Surveys** for additional feedback
9. View role and practice data using **Line or Bar Graphs** for visual analysis of sorter agreement.

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### Help and Support

- Access the **Help Center** through **Help/Contact → Visit Our Help Center**.
- Search by keyword or browse topics using the **Explore More** options.
- For additional assistance, use the **Chat Feature** or email info@talenttelligent.com for support.