The nature of the insights editor is that it gives you the flexibility to structure your thoughts in whichever way you choose. You could choose to write your insights like a blog post, or like a report.


Creating an Insight

  1. Click on the project that you’d like to create your insight in.

  2. Click the Insights icon in the left navigation bar.

  3. Click the New Insights button at the top right corner of the page.

  4. Click into the Untitled Insight section to give your note a title.

  5. Click into the Add Content section to start adding content to the note.


Add Content to your Insight

You can add different types of data to your insight document.

  • Text: add text directly into your insight document by typing in the document page. You can format your text using the built-in text editor.

  • Images: add image files directly into your insight document by clicking the images button in the insight editor or dragging and dropping your image files into the document page.

  • Audio: add audio files directly into your insight document by clicking the audio button in the insight editor or dragging and dropping the audio files directly into the document page.

  • Video: add video files directly into your insight document by clicking the video button in the insight editor or dragging and dropping the video files directly into the document page.

  • Files: add documents and other file types into your insight document by clicking the file button in the insight editor or dragging and dropping the files directly into the document page.


Add Highlights to an Insight

Embed highlights into your insight to link the relevant raw data directly into the document as evidence to support your findings.

  1. Click on Highlight in the text editor.

  2. Select relevant highlights by clicking the checkbox in the top left corner of each highlight card.

  3. Click the Add Selected button at the bottom right corner of the modal.


Add Other Insights to an Insight

Embed other insights into your insight to expand on relating areas that the insight covers, or to widen the breadth of exploration for a particular finding.

  1. Click on Insight in the text editor.

  2. Select relevant insights by clicking the checkbox in the top left corner of each insight card.

  3. Click the Add Selected button at the bottom right corner of the modal.


Up Next: Grouping Insights

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