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TermsPrivacy PolicyFields help you 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. You can use fields to help segment and categorize whole pieces of data at a high-level.
A tag and a field serve different purposes in your raw data. While tags analyze the content of your data, fields describe the data source itself and provide context around it.
A field is used to structure and categorize your raw data at a high-level. As a field lives across all data in a project, some examples of information you would capture as a field include the research method used, interview date, usability testing score, segment, and net promoter score.
A tag is used to track themes within a single piece of raw data or across a set of data. They help you thematically group bite-size information captured within your data. For examples of tags you may use, check out our sample tag boards →
Data fields are useful for categorizing your raw data by research method, interview date, usability testing scores, segment, net promoter score, and more.
To add a field to your data, 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 final project summaries or reports 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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