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 fieldsManage participants with peopleHelpful resources
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 or tag groups displayed as a bar chart, pie chart, treemap, or radar chart.

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

Group your projects

You can organize your projects into folders 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 folders 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 12 July 2021
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
Start a 7 day free trial

Start free trial
A few of our customers

See more customers →
bcg
Figma
gitlab
glossier
nng
shopify
square
vmware
Product

AnalysisRepositoryPeopleEnterpriseIntegrationsLog inStatusPricing