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When to use Tags vs Clusters?

Use tags when you want to label individual highlights so your team can filter, compare, and revisit them later.

Use clusters when you want to turn multiple related highlights into a larger theme, insight, or work item that your team can keep developing over time.

What Are Tags?​

Tags are lightweight labels applied to individual highlights (and recordings).

They work well when you want a fast way to organize evidence at the highlight level, such as marking feedback as onboarding, pricing, or bug report.

What Are Clusters?​

Clusters group multiple related highlights into one named package.

They work well when you want to build something bigger than a label, such as an insight, a hypothesis, a recurring pain point, or another research output that needs a name, description, and supporting evidence.

When Should I Use Tags?​

Use tags when:

  • You want an initial layer of structure across many highlights.
  • You need to filter or search for highlights later.
  • The same highlight may belong to several categories at once.
  • Your team wants lightweight labels before deciding what matters most.

When Should I Use Clusters?​

Use clusters when:

  • You want to collect several related highlights into one clear theme.
  • You are shaping evidence into an insight or deliverable your team will revisit.
  • The group needs a shared name, description, and context.
  • You want to enrich the collection over time instead of treating each highlight separately.

How They Work Together​

For many teams, tags come first and clusters come later.

Tags help you organize incoming highlights so they are easy to find again. Clusters help you turn the most important highlights into larger patterns or outputs your team can share, discuss, and build on.

FAQ​

Q: Should I choose tags or clusters for a new workflow?​

Start with tags if you need lightweight organization. Move to clusters when you want to combine related highlights into a larger theme or insight.

Q: Can tags and clusters be used together?​

Yes. A common workflow is to use tags for the first pass of organization, then use those tagged highlights to create clusters around the most important themes.