First things first
An overview of projects
What to use a project forNavigate a projectGroup your projects
How to use the project readme Take notes and upload dataTranscribe video and audioFormat your notes and transcriptsFormatting and keyboard shortcutsAdd structured data with fields
More articles
Help homeThe basicsFirst things first

An overview of projects

Projects are the main ‘container’ in Dovetail. They contain a readme, data (like notes, images, videos, and files), and tags, highlights, and insights. There’s no limit on how many projects you can have in Dovetail.

What to use a project for

Depending on the type of data you have and how you work, a single project could represent many things. For example, a project could contain:

  • Customer interviews – each note is a single interview.

  • Usability testing sessions – each note is a recording and transcript from a session.

  • User feedback – each note is a piece of feedback from a user.

  • Survey responses – each note is an individual response.

  • Multiple research methods – each group is a method.

Projects have seven main sections, all accessible via the sidebar:

  • Readme – an overview of your project. New visitors land here.

  • Data – boards with groups of notes containing text, images, audio, video, etc.

  • Tags – boards with groups of tags.

  • Highlights – a table showing all highlights with filtering and sorting controls.

  • Insights – draft and published insights for this project.

  • Charts – tags displayed as a bar chart or pie chart (coming soon).

  • Settings – archive, delete, manage access, export, trash etc.

Group your projects

You can organize your projects into categories and reorder them with drag and drop. This is useful in order to group projects by type of research, product team, or department / role. Here are a few examples of categories you could create for your projects:

  • By type of research – customer interviews, usability testing, survey responses.

  • By product team – core product, search and navigation, growth.

  • By department / role – design, user research, content strategy.

Was this article useful?
Related articles
The basics
Create reusable project templates
Workspace admin
Restrict project access
Authors
Christopher Manouvrier
Principal Developer
Article info
Last updated 20 November 2020
2 min read

Get help

Can’t find what you’re looking for? Search through our articles or contact our support team and get a response within 24 hours.

Get help