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Help centerDovetail AcademyAdvancing your analysisLesson

Segment your data with fields

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.


Working with note fields

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 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.


Working with insight fields

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.

🎓 Homework

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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Organize your data
Organize data with fields
Emily Brogan

Customer Education


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Last updated21 September 2023
Duration5 min

Product

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