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TermsPrivacy PolicyFields 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.
Field title | Field type | Field value examples |
---|---|---|
Data | Single select | Interview, Survey, Document |
Persona | Single or multi-select | |
Region or Market | Single select | APAC, EMEA, AMER |
Interview stage | Single select | Scheduled, Conducted, Analyzed |
Interview round | Single select | Round 1, Round 2, Round 3 |
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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