In this tutorial we show you how to organize content, make sense of information, collect and extract insights – all from your Cronycle board – a great content and knowledge hub.
Boards are powerful in many ways, in particular to collect insights for market intelligence, curate for content marketing, improve knowledge flows for innovation, inform teams to make better decisions, enable sales teams, etc. Boards can be used individually or as a team. If you have missed the tutorial on saving content to your board you can find it here.
You can read the detailed description below (more up-to-date), or watch the video which will soon be updated:
Table of content
- Tag to organize
- Annotate to collect insights
- Group into story arcs
- Summarize to introduce your perspective
- Frame with your own title and switching featured image
- View your insights to take a step back
- Export your insights for a continuous workflow
- Comment to inform team mates
- Filter & search
Tag to organize
Let’s start with tags, an easy way to organize content. A board is often dedicated to a top level subject (or client), while tags tend to be used for second order organization, with finer topics or categorization. But you are free to organize your nomenclature as it best suits you.
Tip #1 – Make a list of boards and for each one make a list of tags. Consider whether the tags should be the same across all boards.
You can add one or several tags to any content from the board tile. On the board content view, simply click on the tag icon at the bottom of a content tile. Tags already used on the board are suggested – click on the + button to add to this piece of content. Alternatively, you can type a new one in the box and press enter or the plus button to its right. While you type, you’ll see that suggestions are filtered – this is very useful if you have many suggestions.
Later on, use tags to filter information on your board, or across all boards. Tags also get published alongside content for the compatible options like RSS, WordPress and Zapier.
Teams with a Cronycle Enterprise plan can also set a unique list of tags, very useful to implement a consistent nomenclature. Learn more about the organization tag list here.
Annotate to collect insights
While you are reading articles on your board, you can also annotate sections – this is extremely valuable to easily find again and share key points, and to extract insights in many ways.
Tip #2 – Annotate sparingly, to highlight and extract only key points. Remove anything superfluous.
Go to a board and open an article in the board content reader. Next, highlight a section of text, and click on Annotate.
You’ve just added an annotation which you can see highlighted in light yellow. Now, you have several options:
- Type your own label, or use a suggestion from the dropdown.
- Extract text – a simple yet convenient copy option, create a note (it adds as a quote on the board that will keep the reference to the original article and be publishable), append to the summary, or discuss as a team on a Crystal.
- Type a note where you can mention other board collaborators if you are using Cronycle as a team (they’ll get a notification).
Tip #3 – Extract annotations as notes from the insights view to keep those from one article (or Story Arc) together. Then you can publish, copy-paste or edit.
You can learn more about annotations from this dedicated tutorial.
Group into story arcs
One article, post, or video rarely fully covers a story. You sometimes need several to collect diverging perspectives, add context or update information.
In this case, you can group items into Story Arcs. To start, go to your board content view, click on Group from the board menu, and click once on each item to select. Then, confirm the group by clicking on the Group blue button within the black frame.
This creates a Story Arc that keeps the selected items together on the board. They also get published together if you publish the Story Arc. This works for articles, tweets, Twitter conversations, and videos. Learn more
Summarize to introduce your perspective
Whether you are collecting insights or curating content, you’ll likely add value by communicating your perspective or introducing a piece of content with the audience and context in mind. The summary helps you do just that. It remains visible on the board, and is systematically published (remember to use editor approval).
Tip #4 – Use a mix of original text and extracted annotations to draft your summary.
To add a summary, go to the board content view. At the top of each board tile, there is a yellow box to Add your summary. Click there, start typing, and save by pressing the blue check mark button. You can edit again with a single click.
You can even get help from the auto-summarizer – it grabs important sentences from the content, often containing key expressions and references which you can edit.
Frame with your own title and switch featured image
You can also add your own title to articles saved onto your board. This is useful to frame your insights within your (and your audience’s) context.
To do so, go to a board, on the content view, and hover with your mouse over the article title. Click on the pen icon that appears at the top right. Next, edit the title by typing in the highlighted input field. Confirm by clicking on the blue checkmark button. The original title remains visible while editing.
In addition, you can also change the featured image that represents the article, and which gets published. To do so, hover with your mouse over the image thumbnail from the board tile. Click on the pen icon that appears at the top right. Next, select another image from those available (and large enough) within the article and click on Update image to confirm. We’ll soon add an option to upload your own image.
You can also add your title and select the featured image from the content reader.
View your insights to take a step back
After collecting insights – whether tags, summaries, annotations – we noticed most users take a step back to review their insights. This is made easy by the Insights view – an alternative way to look at your board while focusing on insights.
Tip #5 – Head to the Insights view to review your insights, copy and export them, and to identify items that still need processing.
Go to a board with content (and ideally with insights), and in the board menu, click on Insights to the far right. This switches view. You can go back to the content view with board tiles by clicking on Content.
Once on the insights view, you can see, for each board item, the title, reference, summary, tags, and annotated texts with their label and notes. Learn more
Extract your insights for a continuous workflow
Now that you have uncovered and reviewed your insights, you can export them to continue your workflow in other apps.
Tip #6 – Export insights as RTF to import into Microsoft Word or Google Docs and write reports and other original content.
Filter or search your board if needed, then click on Export from the board menu. A side panel opens, showing the different export options. Select Your insights and pick the format you need – RTF for an editable text file, or CSV for a spreadsheet. Click on Export and wait for a few seconds or a couple of minutes, while your file is being prepared. Once the file is ready, a temporary link is accessible to download it from a window in the bottom right, and the same link is sent to your email address.
You can also export insights for single items, by clicking on the 3-dots button at the top of the tile, followed by Export your insights. Learn more.
An alternative described above is to extract annotations as notes or append to summaries – both get published with our integrations.
Comment to inform team mates
Commenting comes in handy to discuss specific pieces of content within a team, to inform about your find to someone who would benefit from it, or simply to type some notes that you don’t want to publish. Indeed, comments are only for internal use – they do not get published nor exported.
Go to a tile within the board content view or content reader and click on the speech icon at the bottom left to add a comment. An input field appears where to type your comment. You can also mention a board collaborator – he or she will get a notification so you can work on making sense of content.
Notification preferences are set from each board’s settings, per user. Learn more or read this case study on how a research team at Taylor and Francis improved productivity and quality through collaboration.
Filter & search
Finally, you can also find content on your board using filters and the full text search. Go to a board and use one or several of the available filters – time, approval, type, tags and contributors (Enterprise only). You can also search for any term or expression using the search box right below the board name.
In addition, you can search across all boards. Simply click on the down icon to the left of the board content search, and select Across all boards. You can now continue searching and/or filtering across all the boards you have access to.
Thank you for reading this Cronycle Tutorial which we hope will help you organize content, make sense of information on your boards and collect insights. Next, we recommend you check the tutorial on publishing content from your boards, which describes all the options available.