Properties

This article will teach you about what “properties” are and how to use them in order to structure your data.


Properties are a way to add context to your projects, notes, and insights.

(Please note, that properties are currently only available for projects, but will be available for notes and insights, as well).

After adding custom properties to your projects, you can use them to filter and group your data – just as you need it for your research. Thereby, you can customize your team’s workflow and lay the groundwork for retrieving data from your research repository. 

The sample study in your account has some example properties set. You may have a look at them on the sample study’s overview page or the project dashboard to get a first idea of how to use properties.

Property types

A property can have different types that differ in their respective value and way of input. The following property types are available:

  • Text: Enter anything you want. It can be used for descriptions, product versions, research methodology, etc.
  • Checkbox: A checkbox to indicate if something is done.
  • Date: A date input to select a year, month, and day.
  • Person: Choose one or multiple of your team members, for example, to assign them to an item.
  • Number: A basic input for numbers like NPS, importance or frequency scales, etc.
  • URL: Enter a link to a website that can be clicked, for example, a related ticket in another tool.

Note: There are more property types in active development, like multi-selects.

Examples of using project properties

When starting to add properties, think of attributes that distinguish your different projects and that you will likely want to use for filtering or grouping to get a macro-view or retrieve a subset of your data.

Here are some examples that we are using on a regular basis (with the property type appended in parentheses):

  • Due date or deadline (Date)
  • Assignee for a specific item (Person)
  • Link to a related Jira ticket or Confluence page (URL)
  • Research methodology, like “interviews” or “focus group” (Text)
  • Product and version number to later reference a specific product state (Text)
  • Link to or description of a related persona (Text or URL)
  • Project status, like “planning”, “execution”, “reporting”, “finished” (Text)
  • A related department, like “Marketing” or “Product Management” (Text)
  • The research subject, for example, a specific feature or topic like “Onboarding” (Text)

Creating a new property

There are two ways to create a new property:

Option 1, via the project dashboard:

  1. On the project dashboard, click on Properties.
  2. In the dropdown menu click on Create new property, enter a property name, and press Enter. The property will be created, but not yet assigned to any project.

Option 2, via a project’s overview page:

  1. Navigate into a project to the project’s overview page.
  2. There you can click on Add property to this project, enter a name for your new property, and press Enter. The new property will be directly assigned to this project.

Note: A newly created property can be seen and used by your whole team.

Changing the default property type

The default property type for newly created properties is Text.

To change the property type:

  1. Click on the Text icon on the left side of the property.
  2. Select the new property type.

Updating a property type or name

You can edit properties on the project dashboard when clicking Properties or within a project on its overview page.

Updating a property name

  1. To update a property name, click the name.
  2. Enter the new name. The new name will be stored automatically (or by hitting Enter).

Updating a property type

  1. To update a property type, click on the icon on the left side of the property name.
  2. Select the new property type.

When updating the property type, the property value will be reset (for each project with this property). When switching back to the original type, the previous values will be restored.

Adding an existing property to one or multiple projects

Adding an existing property to one project

  1. Go to the project’s overview page.
  2. Click on Add property to this project. All existing properties will appear in the dropdown.
  3. Click on a property to add it to the project or enter a property name to create a new one.

Adding an existing property to multiple projects

Furthermore, you can add a property to selected projects on the project dashboard when editing property values. If the property was not already added to the project, it will be added then with the entered value. If the property was already added to the project, just the property value will update. This way you can add a property to multiple projects at once.

  1. Go to the project dashboard.
  2. Select the respective projects (by clicking their checkboxes or holding Shift while clicking them).
  3. Click on Edit properties of x projects (where x is the number of selected projects) in the menu on the top.
  4. Edit the desired property value.

When you create a new property and add it to a project, it is not automatically added to other projects. You will have to manually add the property to suitable projects. This might be different from what you know from other tools in which a custom field/property is added to all items (even if it doesn’t make sense and you need to keep values empty).

The advantage of selectively adding properties to projects is that you can be much more specific and only add properties where it makes sense (which will be the case for an ever-growing repository).

The disadvantage is that you have to add properties manually in case you have a property that should be added every time and for every new project (we are working on a solution to handle these kinds of properties in an elegant way).

Removing a property from one or multiple projects

To remove a property from a project (only from this one and without deleting the property itself):

  1. Go to the project’s overview page.
  2. Hover the respective property,
  3. A three-dot menu ••• appears.
  4. Click the three-dot menu ••• on the left.
  5. Select Remove property from this project.

To remove a property from multiple projects:

  1. Go to the project dashboard.
  2. Select the respective projects (by clicking their checkboxes or holding Shift while clicking them).
  3. Click Edit properties of x projects in the appearing menu on the top.
  4. Click the three-dot menu ••• of the respective property.
  5. Select Remove property from selected projects.

Setting a property value

You have three options to set a property value for one or multiple projects:

Option 1: Via the project’s overview page

Set a property value for one project on the project’s overview page. Therefore, click the input field (showing “Empty” by default) on the right side of the property name and enter a value.

Option 2: Via the project dashboard

Set a property value for one or multiple projects on the project dashboard by selecting the respective projects, clicking Edit properties of x projects and entering a new value here.

Option 3: Via dragging projects between groups

When the project dashboard is grouped by a certain property, you can drag projects between groups to set the property value to the respective new value.

Input methods for property values

When you set properties manually (not by drag and drop), depending on the property type, you will see different input methods:

  • Text input: A simple text input field. You can type in anything you like.
  • URL input: A text input field that checks if the given value is a URL and adds “http://” if missing.
  • Date input: Opens a date picker where you can navigate through years and months and click on the desired date. Additionally, you can type the date in the input field.
  • Person input: Opens a dropdown with all your team members. Click on a team member to add him or her. Remove a team member by clicking on the x on the right side of the member’s name.
  • Checkbox input: Shows a simple checkbox that can be clicked to toggle its value.
  • Number input: An input that allows numbers (in almost any format). You can use the up/down arrows on your keyboard to increase/decrease the number.

Filter and group projects based on property values

Learn how to filter and group by properties in our project dashboard article.