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Plan and set up your first set of Topics in Playback

Kickstart your Topics taxonomy and learn how you can categorize your repository content.

Skill level


Time required

1 hour

Topics lets you categorize stories and files, allowing stakeholders to quickly find relevant content themselves, rather than tapping you on the shoulder or skipping research entirely. Every new workspace will now have a core set of Topics that you can find on the Playback Homepage.

Using Topics on the workspace homepage will create them but you’ll have to use Topics in stories and files to actually generate references. From here you can change and build out the categories in any way you want. Some example starter categories you could use to organize your Topics are:

Teams or departments

If you’re coming from a larger organization this can be a simple way to categorize your content. Examples might include:

#productTeam, #marketingTeam, #salesTeam, #customerSuccessTeam, #hrTeam, #executiveTeam, #yourTeamNameHere

Regular reports your organization creates

If your business reports on customer feedback, success, and trends, this can make important information easily findable. Examples include:

#customerScorecard, #voiceOfTheCustomer, #supportTrends, #marketTrends

Vendor names

If your company works closely with vendors, you can use a Topic to highlight any content in the repository that came from them. You’ll have to fill these in.

#vendorName, anotherVendorName

Projects or project codenames

Perfect for internal terms or stitching together big projects that span lots of teams. You’ll also have to fill these in. We don’t know your codenames ;)

#projectCodename, #projectName

Products, systems or internal processes

Every company has unique products, systems, and internal processes; it’d be nice to have Topics that match! Easily categorize and find content in these basic groups for your organization.

#productName, #systemName, #processName

Headline, company-wide or content suitable for new-starters

This kind of Topic is made for more generic content. It should be used sparingly, and for subjects that require more curation to cut through the noise.

#bestOf, #requiredReading, #customer101, #companyOKR

Canon or reference content

These Topics represent valuable evergreen and long-lived content, or reference material that is used regularly. Things that anyone in the company should consume.

#persona, #jobsToBeDone, #pivotalMoment, #customerProfile

Types, or purposes of content

Every story template comes with a Topic for its type of content, but there are plenty more content types you might want to be able to use to categorize your content.

#teamHomepage, #researchReport, #desktopResearch, #whitepaper, #marketReport, #journeyMap, #companyTownhall

Research method or data used

Using this category of Topics can provide context on how the content might have been created, giving a sense of what type of evidence someone might find in the content, and the style of presentation.

#interview, #survey, #productFeedback, #userTesting, #nps, #HaTs, #mixedMethods, #groundedTheory

These are just some ways of thinking about Topics for your Playback content. The world is now your oyster when it comes to organizing and curating your research. Have fun!

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Matt Russell

Product Manager

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