Create Taxonomy - InsightsHub

The first step to setting up InsightsHub is to create a taxonomy that works for your team.

What is a taxonomy? It’s a system of classification. For insights teams, these are the files, folders, and labels used to classify research in a way that makes sense. Researchers (and other stakeholders) need to be able to discover and incorporate past research into their work, and a taxonomy can make this easier.

1. Program: This is a high-level research initiative. It may be ongoing across several months, or even years. It may or may not have one singular owner, and it may be wrapped up in larger corporate initiatives or strategic planning. For example, a list of Programs at your organization might be Marketing, Product, Premium Subscribers, etc.
2. Project Type: These are specific kinds of Projects that may be the same across different Programs. Every team sets this up differently, but most common is to create Project Types based on the research methodology. For example, a list of Project Types at your organization might be Survey, Interviews, Observations, In-app Recordings, etc.
3. Tag: These are words of phrases that you attach to individual Projects inside of InsightsHub. In InsightsHub, Tags must be pre-defined. You cannot just write up something and tag it to a Project. Set up your Tags inside of Tag Groups in Settings, and then choose from those tags when tagging a Project.