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Tips for organizing your content

2 minute read
Last updated April 11, 2018

Not unlike Trello, Google Docs, or a spreadsheet, Dovetail is intentionally designed to be a very flexible tool in order to work with a variety of use cases for user research organization and analysis.

It’s important to understand the purpose of each of the key features and concepts present in the product — and how they relate to one another — so you can make an informed decision on how to organize content for your use case.


Feature Purpose
Teams Allows multiple people to access the same projects.
Projects A way to separate different research projects or feedback.
Groups Lists to categorize and prioritize notes, tags, and insights.
Notes Text documents to store raw data for analysis.
Highlights A snippet of text with a tag or insight applied.
Tags A type of highlight to identify patterns across notes.
Insights A type of highlight to summarize findings for easy sharing with others.
Charts A way to visualize tags as a bar or line chart.

Example workflows

Below are two example workflows for how you might use Dovetail.

Feedback management

Create a new project for your product or group of features.

  1. Configure Zapier integrations to automatically import notes in real time. Alternatively, upload a spreadsheet of customer feedback.
  2. Annotate your notes with tags.
  3. Use tag groups to organize your tags into categories or higher level themes, for example Value proposition, Feature requests, or Usability.
  4. Write about your findings in insights, and cherry-pick specific highlights.
  5. Share your project with teammates, stakeholders, or clients.

User research

Create a new project for your research, with individiual notes for each interview. The title of the note could be the name of the person you’re interviewing.

  1. Use note groups in your project to categorize interviewees into personas, rooms, or as workflow e.g. Upcoming / Today / Analyzed.
  2. Take notes during the interview and highlight your notes with tags.
  3. Use tag groups to organize your tags into categories or higher level themes, for example Pain points, Feature requests, or Onboarding.
  4. Write about your research findings in insights, and cherry-pick specific highlights.
  5. Share your research with teammates, stakeholders, or clients.
All help articles/Organize your content