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.
|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.|
Below are two example workflows for how you might use Dovetail.
Create a new project for your product or group of features.
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.
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