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/   How to create an insight

How to create an insight

You can create and manage Insights from a few different places within TheyDo.


Add Insights directly to a Journey

Use Insights to show the needs, pain points, etc at every step in the journey. When an Insight is added to a journey, it automatically creates a card with a summary of the Insight. Create an 'Insights' lane in any journey using the '+' button. Add an insight card by clicking '+ Insight' under a step, typing a title, and pressing 'Enter'.


Add Insights to other Insights

Add facts (like quotes and observations) to an interpreted Insight (such as a need, pain point, or job) to explain what an interpreted Insight is based on. Click on the Insights tab within an individual Insight and select 'Add Sub-Insight'.


Add Insights to an Opportunity

Use Insights to explain what Needs, Pains, or Jobs the Opportunity is meant to address and be able to trace them back later. Click on the Insights tab within an individual Opportunity and select 'Add Insight' to choose or create an Insight.

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