The insights card
When creating a new Insight or editing an existing one, it will open up in the side panel where you can view or edit the properties.
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For any Insight you can specify the following properties. Click ‘add property’ to add those that are not immediately visible:
Title: make the title descriptive so your colleagues can understand what it is and easily find it
Description: write a description of your Insight
Type: choose one of the Insight types in TheyDo or specify your own by editing them in your Workspace’s Taxonomy
Status: choose one of the statuses in TheyDo or specify your own by editing them in your Workspace’s Taxonomy
Weight: this indicates how much the Insight’s experience value will impact the experience curve. It acts as a multiplication factor for the experience impact score below.
Experience impact: How positive or negative the Insight impacts the experience curve.
Personas: choose the personas for whom the Insight is relevant and will impact their experience curve
Source: where the Insight came from
Owner: who owns the Insight
Group: choose the group for which the Insight is relevant. These can also be edited in your Workspace’s Taxonomy.
Tags: choose the tags for which the Insight is relevant. These can also be edited in your Workspace’s Taxonomy.
Version information: when the Insight was created and by whom.
Detail tabs: switch between the tabs below to see how Insights are linked to other Building blocks. By linking Insights to other Building Blocks, you can show the connection between your initiatives and the customer needs behind them
- Linked Insights: a list of factual Insights such as quotes, observations, etc that support the Insight (so you can trace back to where an Insight originated)
- Linked Journeys: a list of Journeys the Insight has been linked to
- Linked Opportunities: a list of Opportunities the Insight has been linked to