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Create insights

2 minute read
Last updated April 11, 2018

The power of Dovetail lies in inline tagging, which we call annotating. There are two types of annotations: tags and insights.

Annotations are added to content inside notes. Unlike other products, with Dovetail, you could annotate a single word, sentence, or paragraph with a tag or insight. This means you can add more granular tags or insights to content.

What to use insights for

Insights are used to summarize your findings.

For example, if you were analyzing reviews for an iPhone app, you might find that lots of people have been requesting a search feature, however comparatively few people have mentioned slow performance as a problem.

You could create an insight summarizing this lesson – “Our users ask for search 5x more than they mention slow performance.” Then, you can choose annotations from tags that back up this insight, and add them to the insight. Insights are also designed to have a longer description than tags, so you can describe your insight in detail for others.

Note: New insights can either be created in-context as you annotate a note, or as a blank insight inside a project. The instructions below are for the former method.

Create a new insight

To create a new insight in Dovetail:

  1. Open a note.
  2. With your mouse or keyboard, highlight the text you’d like to add to an insight.
  3. On the right, click Insights.
  4. Type your insight.
  5. Click Create new insight.

Add an existing insight

To add an existing insight to text in Dovetail:

  1. Open a note.
  2. With your mouse or keyboard, highlight the text you’d like to tag.
  3. On the right, click Insights.
  4. Type the name of your existing insight.
  5. Click the existing insight.

View all annotations for an insight

To see everything with a particular insight:

  1. Open a project.
  2. Click the Insights tab.
  3. Click the insight.

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