Using Stories

Introduction to StoriesCreating, editing, and sharing Stories
Create new storiesDuplicate a storyAdd references to stories from searchEditing your storiesEmbedding links in storiesSharing your storiesMaking your story private Following a story
Viewing Story MetricsFinding StoriesOrganize content with the block editor
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Help homePlaybackUsing Stories

Creating, editing, and sharing Stories

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.

Duplicate a story

You can create a new story by duplicating an existing story. When you're viewing the story you want to work with:

  1. Click the actions menu ••• in the top right of the story

  2. Click Duplicate from the menu

  3. Your new story will have "Copy of" added at the start of the title.

  4. Use the block editor to add new references or edit your content.

All content, topics, and references to other content will be preserved as part of the duplication. Views, likes, comments are left with the original.

Stories cover and background colour

You can define a cover image for your story. The cover image is a great way to make the story more engaging and easier to find in Dovetail.

To define an image cover:

  1. Open the story.

  2. Click the edit button.

  3. Click on the Update cover button.

  4. You can upload your own image or select it from Unsplash.

  5. Click Finish editing.

Each story has a background colour image defined automatically. If a story has a cover image the colour is derived from the dominant colour in that image. If it doesn't have a cover image we choose a colour from a fixed set based on the story's ID — each story has a different ID which leads to different colours being chosen. At this stage, you cannot change the story’s background colour.

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.

Playback supports public embedded web links from Figma, Google Docs, YouTube and Vimeo. To embed a link in your Story:

  1. Make sure your link is public (i.e. not paywalled or requiring user permissions).

  2. Copy and paste the URL into your Story.

  3. In the pop-up, choose to display your link as a Preview or Card.

Note for Figma and Google Docs

To embed Figma and Google Doc files, they must be publicly accessible. Please check your sharing permissions before attempting to embed a file.

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.

Following a story

To follow a story, click on the Follow icon at the top right of a story. When you are following a story you will receive notifications for comments on the story.

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Matt Russell

Product Manager

Eduardo Moratto

Product Manager

Article info

Last updated 19 September 2022
4 min read

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