Fields 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, and Net Promoter Score.
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 property for the note.
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.
Insight fields are useful for categorizing insights by product area, team, key themes, 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 a 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.
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.)Jump into a project
Customer Education Lead