Make sense of your data

Highlight and tag project contentWatch highlight reelsVisualize your highlights using chartsSearch and filter data and tagsSummarize and present insightsShare insights with public accessComment and mention othersAnalyze NPS responsesCreate and share stories
Create new storiesAdd references to stories from searchFinding your storiesEditing your storiesSharing your stories
Organize content with the block editorCreate and update project views
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Help homeThe basicsMake sense of your data

Create and share stories

Analysis + Repository and Enterprise

This feature is only available on our Analysis + Repository or Enterprise plans. Check out our pricing page for more information about these plans.

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Dovetail Labs

This feature is part of our Dovetail Labs program. Check out how admins can opt your workspace into Labs features.

Dovetail Labs

Stories are a new 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 new 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. Anyone Dovetail user can create and share stories, including free viewers.

Create new stories

Start creating a new story from anywhere in the product 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.

Finding your stories

Stories can be found under the Recent tab.

  1. Click Recent in the top navigation.

  2. Click on the Stories tab.

  3. See a grid of all stories you have recently interacted with.

  4. Click the story you would like to view or organize.

Stories can also be found via global search. Search for the name of the story or any content within the body of the story.

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.

Sharing a story.
Sharing a story.

Stories can be seen by anyone in your workspace.

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Last updated 25 August 2021
3 min read

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