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TermsPrivacy PolicyFields help capture metadata to organize project data consistently - like spreadsheet headers. All fields have a title and a property.
Fields live on notes and insights and are unique to each project to help segment and categorize related information into groups.
Note fields are useful for categorizing notes by research method, interview date, usability testing scores, segment, Net Promoter Score, and more.
To add a field to a note, open a note within your project and click + New field.
From there, you can set a title, select a note field type, and enter a value to the note's field.
When you add a new field to a note, it will also be added to all other notes in that project. The property added for this field will be unique to the note.
Field title | Field type | Field value examples |
---|---|---|
Data | Single select | Interview, Survey, Document |
Persona | Single or multi-select | |
Region or Market | Single select | APAC, EMEA, AMER |
Interview stage | Single select | Scheduled, Conducted, Analyzed |
Interview round | Single select | Round 1, Round 2, Round 3 |
Insight fields are useful for categorizing insights by product area, team, priority, confidence level, and criticality of your findings.
To add a field to your insights, open an insight within your project and click + New field.
From there, you can set a title, select an insight field type, and enter a property for the note.
When you add a new field to an insight, it will also be added to all other insights in that project. The property added for these fields will be unique to the insight.
Field title | Field type | Field value examples |
---|---|---|
Report type | Single select | Final, Atomic finding |
Research method | Single or multi select | Mixed methods, Surveys, Secondary, Exploratory |
Business unit or Product area | Single or multi select | |
Company focus area or initiative | Single select | |
Region or Market | Single select | APAC, EMEA, AMER |
Action required | Single select or check box | |
Priority | Single select | Low, Medium, High |
Open an existing project and start simple by recording the type of data housed in your notes. Create a single-select field, give it a title 'Type' and add a property to this (Video, Audio, Document, Written etc.)
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