Getting started with Markup

An overview of projectsHow to use the project readmeCreate and update views in projects
Creating a new viewCustomizing your viewRenaming a viewDeleting a viewGiving feedback on viewsFAQs
Take notes and upload dataTranscribe video and audioFormat your notes and transcriptsFormatting and keyboard shortcutsAdd structured data with fieldsHow to use canvas layoutManage project notifications
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Create and update views in projects

Views offer new powerful ways analyze your data and give you the flexibility to choose your own synthesis process in Markup.

Create a new Note, Highlight, or Insight view. Customize the content your view displays using filters and field visibility, and organize your content using sort and group by.

Creating a new view

You can create as many or as few views as you like from within any project. To create a new view:

  1. Click the +Add a view button in the project sidebar.

  2. Select the type of view you want to create: note, highlight, or insight.

  3. Enter a name for your view

  4. Choose the layout you want to view your content in.

  5. Click Create

Choosing a view layout

Notes, highlights, and insights can be viewed in a choice of five layouts:

  • Board: Great for project planning and organizing content. This view groups objects by field.

  • Table: View, filter, and update data and fields in a table. Each field is shown as a column.

  • Canvas: Arrange, move, and cluster content in an unstructured space.

  • Grid: Display content in a beautiful way—great for presentations!

  • List: Display content in a simple and minimalist list.

We recommend choosing your layout based on your research process and how you'd like to view, organize or showcase your content. For ideas and inspiration, check out Markup-made project templates and our Method in Madness blog.

Creating a blank note or insight view

Views act as a lens on your data. Currently, if you create a new note view in your project, you’ll see all the existing notes in that project. The same applies to insights. However, you can use filters to restrict what content is visible in each view. To set up views so that they show different types of content, you'll need first to set up a note field so that you can filter your views.  For example, let's say you wanted to create a new board for different projects. Start by opening a note and create a single-select field titled 'Research round.' Then, create select options for each project, e.g. 'Round A,' 'Round B,' 'Round C.'

Grouping this newly created note board by Research Project will place all your notes in the Uncategorized group. From there, you can move each note to the correct group based on its research project. Then, update the filter in each view to just show content from one round of research, and adjust the Group by setting to suit your needs.

Customizing your view

You can customize what content is displayed in each view and organize it to suit your needs. For example, in a project with multiple data types (e.g. interviews and NPS responses), you may want to create a Highlights view to analyze just NPS responses, and order them by NPS score. For more inspiration, check out Markup-made project templates and our Method in Madness blog.

To create a custom view:

  1. Use Filter to display content only relevant to that view. For example, choose to filter for highlights that correspond to a particular tag.

  2. Apply a Sort to order content. For example, sort highlights or insights alphabetically.

  3. Group by allows you to structure your board view by field. For example, group your notes by segment, persona, or demographic.

  4. Smart arrange allows you to cluster your canvas content by tag or group. For example, you can arrange your highlights by customer sentiment, jobs to be done, or customer journey phase.

Note: the power of views lies in fields. Fields contain structured data in notes and insights. Learn more about fields →

Renaming a view

You can rename a view at any time by clicking on the view name in the top bar and typing a new name.

Deleting a view

To delete a view:

  1. Open the view you want to delete

  2. Click the more (•••) button in the top right corner of the view

  3. Click Delete

Views can be restored at any time from trash.

Giving feedback on views

We'd love to hear your feedback! You can give feedback at any time via the Give Feedback buttons available above your view. Our product team reads all feedback and uses it to improve Markup!


FAQs

If I delete every view, is my data gone?

Nope, it still exists, it’s just hiding. Just add a new view and it’ll come back. Projects house notes, highlights and insights (amongst other things). And if each project is a house, then views are windows you can look through to see your data. When you remove the windows, your data stays in the house - it just can’t be seen. To see your data again, all you need to do is create another window! - That is - another view.

Our workspace has recently migrated to views but we're not sure how to use this. Can you provide a walk-through of this?

We understand there is a learning curve with the introduction of views for existing Dovetail users! Due to this, our team has created a explainer video here to help walk existing customers through the main changes in your project experience and introduce some of the new features and capabilities within the new project experience.

Our project had note groups in the old project experience. Where did they go?

Note groups have been replaced by fields and field values, which are much more powerful. Using fields, you can create your views and easily add metadata to interviews and discover patterns in synthesis. This helps change the way information is organized on a board with just 2 clicks (check out the Group by button in the top right).

My content isn’t organised the way I left it — I think I've deleted something by accident

Unwanted changes to your views, particularly board views, can be due to deleting fields and other things by accident. While you can restore your field from the trash, if this field was being used to filter or group by in any views, that setting won't automatically restore. Common accidental deletions include:

  • Deleting a field that is being used in a Group by setting on a view

  • Deleting a field that is being used in a Filter on a view

  • Deleting a field value without realising that it might also be a group on a board view (if the field is being used in a Group by setting on a view

  • Deleting a group in one view without realising that it represents a field value. This can lead to confusion as to why changes made in one view result in changes to another—e.g. if the two views are grouped by the same field.

I’m missing some notes, highlights or insights from my project

If you can’t see all the content in your project, it could be due to the filters applied to your note, highlight, or insight view. The good news is your content still exists — it just can’t be seen in the view due to the filters present. To fix this, you can:

  • Remove your filters

  • Create a fresh note, highlight, or insight view to see all of your content

  • Search for your content using the search bar above

  • Check your project trash and if necessary,

    restore your content.

For more information about organizing your notes with views, click here.

Why am I seeing an 'uncategorized' group, and what does it mean?

Groups let you visually organize your data using single-select, multi-select, or people fields. Each group represents a field value. As an example, let’s imagine you want to split up your project into three rounds of research: Round A, Round B, and Round C.

By creating a single-select field called ‘Research round,‘ you can assign each of your notes to its relevant round. If you’re using a board view, clicking the Group by  button will organize each sub-project’s notes into its own board.

In this example, any notes that don’t have a value assigned for the Research round field would go into the uncategorized group. If you don’t want to see the uncategorized group, you can click the (•••) button in the top right and click Hide group. This button will collapse the group and move it to the right of your view. You can easily unhide groups at any time.

At any point, you can also change your choice of grouping by clicking the Group by button and selecting another field. Here are the different ways you can group content:

  • Group notes by:

    • Single-select fields

    • Multi-select fields

    • People type fields

  • Group highlights by tag

  • Group insights by

    • Published status

    • Single-select fields

    • Multi-select fields

    • People type fields

How do I move a note to another group within this board or to another board entirely?

Views are a lens through which to explore your underlying data. Because views are defined by fields and filters, moving a note to a different view now corresponds with changing a note’s field values.

To copy a note to a different group in the same board:

  • Copy the note by clicking (•••), then 

    Copy to

    , then select the project you’re in.

  • The duplicated note will appear in the same group as the note you just copied it from.

  • Drag the duplicate note into the group you want to move it to.

To copy a note to a group in a different board in the same project:

  • Copy the note by clicking (•••), then 

    Copy to

    , then select the project you’re in.

  • The duplicated note will appear in the same board and group as the note you just copied it from.

  • Check the filtering in your target board, and change the fields on the duplicate note to make sure it won't be filtered out.

  • Move the note from whatever group it currently appears in to the group appropriate for the target board.

To copy a note to a group in a different board in the same project:

  • Copy the note by clicking (•••), then 

    Copy to

    , then select the target project.

  • Depending on filter settings on views in your target project, you may or may not be able to see the note you’ve duplicated. If you can’t see it, create a new view. If you have much content, filter the view by “Title” contains “[your note name]“.

  • Check the filtering in your target board, and change the fields on the duplicate note to make sure it won't be filtered out.

  • Move the note from whatever group it currently appears in to the group appropriate for the target board.

Additional resources:

How do we make the most of project views?

Project views are a flexible way of allowing your team organize and synthensize project data in a way that makes sense to you. Check out our short explainer videos for Notes, Highlights and Insights to learn more about this!

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Authors

Chloe Blattmann

Product Manager

Article info

Last updated 2 May 2022
4 min read

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