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Highlight and tag project content
What to use tags forCreate a tag with the mouseCreate a tag with the keyboardTag notes in bulkResize your highlightsBrowse for tags while highlightingView all highlights for a tagMake the note full widthResize the tag gutterCreate highlight views
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Highlight and tag project content

The power of Markup lies in inline tagging, which we call highlighting. Highlights are added to the text content and transcripts (Transcribe video and audio) inside notes. A single highlight can have one or many tags associated with it.

Unlike other products, with Markup, you can tag a single word, sentence, or paragraph instead of needing to tag the entire document. This means you can be more granular with your tagging and break down long documents into highlights, grouped by tag.

What to use tags for

A bit like affinity mapping, tags in Markup help you identify and keep track of patterns that emerge across your research data. For example, let’s say you’re using Markup to analyze reviews for an iPhone app. Imagine that each note in Markup is one person’s review. Here’s the content of one of the notes.

I love the app, however it’s becoming slower and slower. It seems to take a long time to open up initially. It’s missing a key feature – search. I need this to find what I need.

Given this example, you can use highlighting to tag “…however it’s becoming slower and slower. It seems to take a long time to open up initially” with performance, and “It’s missing a key feature – search. I need this to find what I need” with feature request.

Then, when you look at the feature request tag, you’ll see the following highlight: “It’s missing a key feature – search. I need this to find what I need”.

Create a tag with the mouse

To create a new highlight with your mouse:

  1. Select the text you’d like to tag.

  2. When the dialog pops up, type a tag name into the input.

  3. Choose an existing tag, or click Create… to create a new tag.

  4. Click outside the dialog to close it.

Create a tag with the keyboard

The highlighting user interface is completely navigable with a keyboard using the Up / Down Arrow Keys to choose items, Enter to select, and Escape to go back or dismiss.

To create a new highlight with your keyboard:

  1. Select the text you’d like to tag.

  2. When the dialog pops up, press TAB.

  3. Type a tag name into the input.

  4. Use the Up / Down Arrow Keys to select an existing tag, or…

  5. Click Create… to create a new tag.

  6. Press ESC to close the dialog.

Tag notes in bulk

You can tag multiple notes in bulk for high volume analysis (NPS or survey responses) in your project. To do this:

  1. Open a note view.

  2. Click search in the top right or filter to find the content you’re looking for.

  3. Hover over the relevant content and select the check box of notes you wish to tag. The bulk actions menu will appear at the bottom once selected.

  4. Click Add tag. This will highlight and tag all text content within the note.

Resize your highlights

You can adjust the start or end position of your highlights without having to delete and re-create a new highlight. To resize an existing highlight:

  1. Select the text that has been highlighted.

  2. Click and hold the drag handle at either end of the highlight.

  3. Drag to the new start or end position.

Browse for tags while highlighting

You can browse for existing tags instead of needing to search for tags by name when creating a new highlight on a note. After you’ve made your text selection, hover on a tag board (or tag group if you only have one board) to see all of the tags within that group.

View all highlights for a tag

When you open a tag, you’ll see all of the highlights you’ve created with that tag. To open a tag, click the tag in the note gutter on the right side of the page, find it under Tags in a project, or search for it by name.

Make the note full width

You can make a note full width if you want more space for the content and tag gutter:

  1. Open the note.

  2. Click Open as page.

  3. Click Full width to toggle full width on or off.

Resize the tag gutter

When you’re in a note, you can resize the tag gutter on the right:

  1. Hover on the vertical line.

  2. Drag it to the left or right.

  3. Let go of the line.

Create highlight views

With our new views feature, you can look at your highlights in different views:

  1. Go to the left side bar, and click + Add a view

  2. Select Highlight as a type and choose your preferred layout.

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Benjamin Humphrey

Co-founder / CEO

Article info

Last updated 20 September 2022
4 min read

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