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 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.

Examples of data fields you could use

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.

Examples of insight fields you could use