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 customer feedback and 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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