Dovetail allows you to track and manage your interview participants with our feature called people. People can be attached to notes and insights, providing traceability of your interactions with each research participant.
People have ‘person fields’ that allow you to segment your participants for search and analysis purposes. Person fields are very flexible, however most of our customers use them to capture demographic information (like participant name, age, location), contact details (like email address or phone number), and metadata (like interview date or persona type). People are available to your entire workspace and are not specific to a project.
The people table is accessible from the primary navigation in your workspace. This table allows you to create, edit, sort, filter and search through your participants.
To create a single person:
Click Add person.
Enter the name of the person, or how you would like them to be referred to.
Text – Any text characters, up to a maximum of 300.
URL – Any valid website link or URL.
Add people to notes or insights
People can be added to your notes or insights, just like data fields. This provides traceability of specific research you've done related to a particular person. To add people to a note or insight:
Click + New field.
Enter a name for the field (e.g., ‘Participant‘).
Choose ‘People‘ as the type.
Select the relevant people as the field value.
Filter by people and person field values in search
You can filter search results by specific people or the values you’ve stored in person fields in search. See this help article for information on searching in Dovetail: Search and filter data and tags.
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Head of Product
Last updated 20 October 2021
3 min read
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