Getting started with Markup

An overview of projects
What to use a project forNavigate a project
How to use the project readmeCreate and update views in projects Take notes and upload dataTranscribe video and audioFormat your notes and transcriptsFormatting and keyboard shortcutsAdd structured data with fieldsCreating a new blank note or insight viewHow to use canvas layoutManage project notifications
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Help homeMarkupGetting started with Markup

An overview of projects

Projects are the main ‘container’ in Markup. 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 Markup.

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.

Create a new project from Dovetail's templates to see how we've structured projects for different types of research.

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

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

  • Notes – views 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.

  • Views - see and analyze your project data in different layouts.

  • Charts – tags or tag groups displayed as a bar chart, pie chart, treemap, or radar chart.

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

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Christopher Manouvrier

Principal Software Engineer

Article info

Last updated 18 July 2022
2 min read

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