Lesson 2: Segment your data with fields

Fields 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 by default, 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.

Examples of data fields you could use