Aug 02


During the research process in, you gather raw data in notes and apply tags. In your analysis, you will spot bits of your data that contribute to your initial research hypotheses. I.e., you will ultimately gain new knowledge about a user’s pain points, concerns, needs, issues, and wants – these are your research insights.

In, insights can be seen as the conclusions of your research. This might be a verified hypothesis like “Users are delighted by the new design”, a newly spotted usability defect like “The search is too complex”, and so on.

Creating insights

One way to create new insights is from the insights tab in your project. Just as in notes, you can put any information that’s relevant into an insight – that might be an explanation of your interpretation, a sketch, a highlight video, and so on.

Furthermore, you can link to specific parts from your notes (some refer to them as “nuggets”, we like to call them “facts”), such as an important user quote. You can do this right from within a note, from the dropdown menu of a tagged text passage. You can also directly create a new insight from here.

Linking facts to insights

By linking facts to insights, you can always backtrack your conclusions to raw data, base your arguments on facts, and ultimately convince stakeholders. From a linked fact you can directly jump to the respective tags or the respective position in the note.

When setting tags in your notes, the set tag will be shown on the right side of the note. Here you have a dropdown menu from which you can link the highlighted text to an insight of your choice.

Additionally, you can link search results to an insight. Therefore, select the search results by holding the Shift key and selecting the respective results. From the menu on the top, you can now add these results to your insight.

Note that facts can be linked to any insight from any project, not just the ones in your current project.

Publishing insights

By publishing insights you indicate, that the work on the insight is done. Published insights cannot be edited and do not appear in the selection when linking facts.

Furthermore, publishing insights triggers actions from your configured integrations, e.g., sending a notification to Slack or exporting your insight to Confluence (coming soon).

Presenting insights

Insights in represent your research findings, so they are a suitable deliverable to your stakeholders. Insights can be a quick way to directly present your interpretation of the gathered data. You can make a screenshot, print it as PDF, or directly show the respective insights page in your browser. We’re actively working on further ways to present and export your insights in the most convenient way – we’d love to hear your feedback on this!

About The Author

Mara is interested in all topics around user research, user testing, as well as usability and UX.