In February 2019 we will be releasing a brand new insights experience which will replace our existing insights feature. There will be changes to how insights are created and displayed in Dovetail.
Here’s a quick summary of what’s happening over the next two months:
We’ve heard from users that insights are too similar to tags and that the push rather than pull workflow doesn’t match how they typically work. We’ve also heard that Dovetail is missing a feature that helps researchers summarize findings / outcomes for a project, letting them set context without needing to show stakeholders raw data or “messy” analysis.
The similarity of insights and tags is particularly confusing for new users since it’s not clear to them which one they should use for analysis. Dovetail didn’t really have an opinion before, but with new insights, it does.
We believe it’s very important for a product’s conceptual model to match the user’s mental model as closely as possible. Our old insights feature didn’t do this, so now it’s time to fix it.
We went back to the drawing board and conducted research of our own including customer interviews and co-design sessions. We’ve created a replacement for insights which is designed to help you:
Read on for a walkthrough of the new insights.
When you click on Insights for the first time in a project, you’ll see an empty state prompting you to create a new insight.
Insights are sort of like short blog posts. The focus is on inserting references to data in your workspace (some people call this “evidence”) like highlights, tags, notes, images, videos, charts, and other projects.
Reference search is powered by our query language (DQL), so you can filter your results and find the right evidence to insert. Insights will launch with a few reference types and we’ll be adding more as time goes on.
An integration with Unsplash gives you the ability to search thousands of images to make your insights a little more visual with cover photos.
Insights are presented in a newspaper-style layout with large images, excerpts, author avatars, and publish dates. You can rearrange each insight so the most important ones for the project are at the top of the page.
Insights can be shared with people even if they don’t have a Dovetail account. They’ll be able to see insights in the project along with your workspace logo, the project icon, a description for the project, and who worked on it.
Presentation mode is a bit like a slideshow. It’s a way to share your insights in a focused, fullscreen experience, with large font sizes and a horizontal carousel where you can move between insights with the arrow keys.
While insights belong to a project, they will be surfaced in search so you can see a list of insights across all projects. References are also cross-project which means you can insert references to data in other projects.
This is just the beginning! We’re excited about the potential for insights and we can’t wait to hear your feedback on this new feature.
The migration from old insights to new insights will take place over several steps during February and March 2019:
New insights released in beta. Old and new insights will co-exist with old insights under Analysis and new insights under Insights.
Note: If you enable beta features and then disable later, new insights will no longer be available until you enable beta again. You also won’t be able to add new highlights to old insights with beta features enabled.
New insights in wide release. Old insights will still be available under Analysis however you’ll no longer be able to add new highlights to old insights.
You’ll be prompted to migrate your insights. In each project, there will be a choice to migrate old insights to new insights, or to tags:
Old insights will be removed from Dovetail, and we’ll migrate all of the remaining insights to new insights. We’ll email everyone a week before we do this so you’ll have a chance to migrate your old insights to tags instead.
Please get in touch via email if you have any questions!
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