Learn
Help
Updates

Go to app
Log inGet Dovetail free

Product

OverviewAnalysisInsightsIntegrationsEnterpriseChannelsMagicPricingLog in

Company

About us
Careers15
Legal

© Dovetail Research Pty. Ltd.

TermsPrivacy Policy
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, 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.

Examples of note fields you could use

Field titleField typeField value examples
DataSingle selectInterview, Survey, Document
PersonaSingle or multi-select
Region or MarketSingle selectAPAC, EMEA, AMER
Interview stageSingle selectScheduled, Conducted, Analyzed
Interview roundSingle selectRound 1, Round 2, Round 3

Working with insight fields

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.

Examples of insight fields you could use

Field titleField typeField value examples
Report typeSingle selectFinal, Atomic finding
Research methodSingle or multi selectMixed methods, Surveys, Secondary, Exploratory
Business unit or Product areaSingle or multi select
Company focus area or initiativeSingle select
Region or MarketSingle selectAPAC, EMEA, AMER
Action requiredSingle select or check box
PrioritySingle selectLow, Medium, High

🎓 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.)

Jump into a project


Organize your data
Organize data with fields
Emily Brogan

Customer Education


Next lesson

View your data in different ways

View your data in different ways

Last updated21 September 2023
Duration5 min

Product

OverviewAnalysisInsightsIntegrationsEnterpriseChannelsMagicPricingLog in

Company

About us
Careers15
Legal
© Dovetail Research Pty. Ltd.
TermsPrivacy Policy

Log in or sign up

Get started for free


or


By clicking “Continue with Google / Email” you agree to our User Terms of Service and Privacy Policy