Cross-Project Insights let you create key insights with notes, documents and data from multiple projects.

What is a Cross-Project Insight?

A Cross-Project Insight is just like a Key Insight from any project you have in Aurelius. However, Cross-Project Insights allow you to capture key insights using notes and documents from multiple projects. Think of them as "global insights".

Just like any Key Insights, Cross-Project Insights have six parts:

  1. Name

  2. Description

  3. Tags

  4. Supporting notes and data

  5. Priority

  6. Type

How to Create Cross-Project Insights

You can make Cross-Project Insights in several ways.

From the All Tags page

Select Notes > Create New Cross Project Insight > Add your name, title and details

Selecting notes from multiple projects to create a cross project insight on the all tags page

From the All Insights page

Click "+ Create Cross Project Insight" > Add your name, title and details

creating cross project insights from the all insights page

From Universal Search

Select Notes > Create New Cross Project Insight > Add your name, title and details

creating cross project insights from the universal search page

Adding your name, description, tags, priority and type for a cross-project insight

Cross-Project Insights vs. Key Insights

Simply put, Cross-Project Insights are insights or findings made with notes and data from multiple projects. Cross-Project Insights live on the All Insights page by default. They can also be added to Collections.

Key Insights are findings made within a single project and notes/data from that project only. Key Insights live in the project they were created by default.

Did this answer your question?