Organize your data and tags

Copy, move, and delete content
Selection modeCopy notes, tags, and insights across projectsMove notes and insights across projects
Manage multiple highlights on a tagTag across projects with extensionsMigrate tags to an extensionCreate reusable project templatesRestore deleted things from trash
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Help homeThe basicsOrganize your data and tags

Copy, move, and delete content

Dovetail projects have a bulk editing mode so you can copy, move, and delete multiple notes or tags at once by selecting them with checkboxes.

Selection mode

When you click a checkbox, you’ll enter selection mode. At this point you can continue clicking items to select them, or hold shift and click an item to select everything in-between.

Select and edit multiple notes

  1. Open a project and click Data.

  2. Click the checkbox on a note to enter selection mode.

  3. Click the checkboxes to select notes.

  4. Click Copy, Move, or Delete to modify all selected notes.

Select and edit multiple tags

  1. Open a project and click Tags.

  2. Click the checkbox on a tag to enter selection mode.

  3. Click the checkboxes to select tags.

  4. Click Copy, Move, or Delete to modify all selected tags.

Select and edit multiple highlights

  1. Open a project and click Highlights.

  2. Click the checkbox on a highlight row to enter selection mode.

  3. Click the checkboxes to select highlights.

  4. Click Add to insight or Add tag.

Select and edit multiple insights

  1. Open a project and click Insights.

  2. Click the checkbox on an insight card to enter selection mode.

  3. Click the checkboxes to select insights

  4. Click Publish, Unpublish, Copy, Move, or Delete.

Copy notes, tags, and insights across projects

Copy notes across projects

  1. Select the notes you want to copy.

  2. Select Copy.

  3. Select Choose another project.

  4. Choose the destination Project, Board and Group.

  5. Check if you wish to copy the Data fields on your note.

  6. Click Copy note.

When copying a note with tags or fields, if the same tag or field already exists in the project you’re copying to, the tags and fields will automatically be merged. If your note has any tags or fields in an extension (Tag across projects with extensions) – the extension will automatically be linked to the project.

Copy tags across projects

  1. Select the tags you want to copy.

  2. Select Copy.

  3. Select Choose another project.

  4. Choose the destination Project, Board and Group.

  5. Click Copy tag.

Copy insights across projects

  1. Select the insights you want to copy.

  2. Select Copy.

  3. Select the Folder.

  4. Choose the destination Project.

Move notes and insights across projects

Move notes across projects

  1. Select the notes you want to move.

  2. Select Move.

  3. Select Choose another project.

  4. Choose the destination Project, Board and Group.

  5. Check if you wish to copy the Data fields and Highlights and Tags on your note.

  6. Click Move note.

When moving a note with tags or fields, if the same tag or field already exists in the project you’re moving to, the tags and fields will automatically be merged. If your note has any tags or fields in an extension – the extension will automatically be linked to the project.

Move insights across projects

  1. Select the insights you want to move.

  2. Select Move.

  3. Select the Folder.

  4. Choose the destination Project.

Delete a project

To delete a project, you will need to navigate to the project settings of your project.

  1. Open the project.

  2. Select Settings in bottom right corner of page.

  3. In General, select Delete Project at bottom of page.

Once you have deleted a project, this will remain in your workspace trash for 30 days.

Was this article useful?

Authors

Kai Forsyth

Revenue Operations Lead

Lucy Denton

Senior Product Designer

Article info

Last updated 20 October 2021
3 min read

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