Notes are where research data is stored. Depending the type of research you’re doing, a note could represent many things.
Notes are where research data is stored. Depending the type of research you’re doing, a note could represent many things. Here are a few ideas to get you thinking:
To create a note while in a project:
Fields enable you to add structured data on your notes. With fields, you can define attributes like your customer’s name, age, segment and company.
Groups help you organize your notes with a simple drag and drop interface. If you’ve used Trello, Asana, or Jira, then you’ll find it familiar. Name your groups by clicking on the title and change their color by clicking the Actions (···) menu.
To create a group while in a project:
To rearrange notes or move notes between groups:
A project can have multiple boards with data on each board. Boards work a bit like sheets in a spreadsheet – they’re not views, but are separate containers to organize your data. While you don’t have to have multiple boards, they can be helpful for further categorizing and segmenting your data, and scaling your project’s hierarchy.
To create a board while in a project:
To rearrange boards:
To move groups between boards:
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