Fields enable you to add structured data on your notes and insights. With fields, you can define attributes like your customer’s name, age, segment, company, and even their Net Promoter Score.
When you add a field to a note or insight, it will be available in all the notes and insights in that project, allowing you to consistently capture information across your research findings, customer interviews, survey responses, or usability testing notes.
What to use fields for
Fields are very flexible, however most of our customers use fields on notes and insights to capture demographic information (like participant name, age, location), contact details (like email address or phone number), and metadata (like interview date or persona type).
Create a field
To create a new field, open a note or insight from within your desired project. You’ll need make the note or insight editable to create a new field.
Click + New field.
Enter a name for your field.
Select a type for your field. The default type will be text.
Update and reorder fields
If a note or insight is editable, you can update the value of a field by clicking the placeholder text to the right of the field name.
A field’s name can be updated by clicking on it. The type of a field can be changed, however be aware that the values stored in that field may be removed if the field type is changed.
You can also drag and drop each field to rearrange their display order.