Highlights & tagging

Highlights are how raw documents become usable evidence: a highlighted passage with tags is citable, searchable, and countable.

Creating highlights

Open an uploaded document or research note and select a passage to create a highlight. Each highlight records the exact excerpt and its position in the source, so it always links back to context.

Tagging

Apply tags to highlights to build a coding scheme — pain points, needs, feature requests, quotes, or your own taxonomy. Tags are shared across the project, so the same scheme applies to every source.

Analyse & Tag (AI-assisted coding)

The Analyse & Tag skill reads a document (or the research connected to a node) and proposes highlights with suggested tags. As with every Crux skill, the output is a proposal: review each suggested highlight, keep the good ones, edit or discard the rest. You can steer it with a tagging focus (what to look for) and a codebook hint (which tags to prefer).

Using highlights downstream

• Search — highlights appear in project search with their tags.
• Analysis panel — the sidebar's analysis view groups highlights by tag so you can review evidence per theme.
• Skills — synthesis skills draw on tagged highlights when building summaries, personas, and journeys.
• Grid view — see coded evidence in a structured grid alongside other project content.

Good practice

Keep the tag list short at first (5–10 tags) and split tags only when a theme clearly needs it. A tight codebook makes both human review and AI suggestions more consistent.