Create and share stories
Create new storiesAdd references to stories from searchEditing your storiesSharing your storiesMaking your story private
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Create and share stories

Stories are a way to get your whole team involved in consuming insights. You can now create beautiful, engaging reports with evidence embedded directly within. Rather than create offline reports that are immediately stale, stories have an always-live, media-rich report experience. Embed highlights to watch videos directly from the story or click to view the raw data to gain more context.

Our block editor makes it simple to organize your content to tell a compelling narrative. You can create multi-column layouts, drag and drop the content within layouts and add sticky notes to emphasize key points or takeaways. Headings and section dividers give you the ability to create a clear structure and group your insights.

You can understand the impact of your research with read receipts. In the top right corner of your story you can see which of your teammates have viewed each of your stories, as well as the total number of viewers. Stories are global, which enables you and stakeholders to uncover and categorize research themes from multiple projects, past and present. Any Playback contributor can create and share stories, including free viewers.

Create new stories

Start creating a new story in Playback using the global create button.

  1. Click the + Create button in the upper right corner.

  2. Click New story.

  3. Use the block editor to add new references and edit your content.

When viewing search results, you can easily add references to an existing story or create a new one by simply clicking the add to story icon in the top right corner of the reference card.

  1. Hover on the reference card.

  2. Click the Add to story icon.

  3. Name your new story or select an existing story to add the reference.

  4. Repeat this to add more references, or click Go to story on the modal in the lower right corner of your screen.

You can also bulk select and add highlights, notes, tags or insights to a story.

  1. Go to the relevant highlight, note, tag or insight page.

  2. Select all items that you would like to add to the story.

  3. Click Add to story on the modal at the bottom of the screen. Click Go to story on the modal in the lower right corner of your screen.

Editing your stories

Organize content with the block editor to tell structure your stories. This editor allows you to add references to Dovetail objects, insert images and illustrations, organize content into multi-column layouts, add sticky notes, structure your story with headers and much more.

Sharing your stories

Stories can be shared by copying and sending the URL with your teammates.

  1. Click the Share button in the top right corner of the story.

  2. Click Copy link to clipboard.

  3. Share the link with your teammates.

Stories can be seen by anyone in your workspace.

Making your story private

To make a story private to only you, click on the Share button in the top right, and click the Private toggle. Only the author of the story can make a story private, or make it public again.

Can I share a story with those who do not have login access to our team's workspace?

At this time, no. To be able to share and view a story created in a workspace, stakeholders will need login accounts (as well as project access to the content within the story) to your Dovetail workspace. We do not yet have a public access link available, however, it is currently on our radar. 

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Matt Russell

Product Manager

Article info

Last updated 24 March 2022
3 min read

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