Make sense of your data

Highlight and tag project contentWatch highlight reelsVisualize your highlights using chartsSearch and filter data and tagsSummarize and present insightsShare insights with public accessComment and mention othersAnalyze NPS responsesCreate and share storiesExplore your research repositoryOrganize content with the block editor
Add a block of textAdd a cardAdd files, images or illustrationsAdd Dovetail referencesAdd a search blockAdd a layoutAdd a separatorReorder content

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Organize content with the block editor

Dovetail's block editor allows you organize your content to tell compelling stories to your stakeholders. This editor is used to create stories and customize your home.

Add a block of text

To add a new block of text:

  1. Click and hold the text icon on the toolbar.

  2. Drag the text icon to the location you would like to add it.

  3. Release the icon to place the text block and begin typing.

When editing the text, the toolbar menu will show you options to change the text format (headings, paragraph or quote), change the text styling (bold, italic, etc.), add bulleted or numbered lists, link to a webpage or mention a workspace user.

Add a card

Cards allow you to display text with a background color. They are a great way to showcase an important point to your team. To add a new card:

  1. Click and hold the card icon on the toolbar.

  2. Drag the text icon to the location you would like to add it.

  3. Release the icon to place the text block and begin typing.

When editing the text, the toolbar menu will show you options to change the text format (headings, paragraph or quote), change the text styling (bold, italic, etc.), add bulleted or numbered lists, link to a webpage, mention a workspace user or change the background color.

Add files, images or illustrations

You can bring your stories or custom home to life by easily adding files, images or illustrations.

All files that you have access to in your workspace will be available to add, and you have the option to upload new files. To add files:

  1. Click the attachment icon in the toolbar.

  2. Select Files from the dropdown on the left.

  3. Click Upload a file... to upload a new file if needed.

  4. Select the files you would like to add.

  5. Click and drag the files on to the desired location.

All images that you have access to in your workspace will be available to add, and you have the option to upload new images. To add images:

  1. Click the attachment icon in the toolbar.

  2. Select Images from the dropdown on the left.

  3. Click Upload a file... to upload a new file if needed.

  4. Select the images you would like to add.

  5. Click and drag the images to the desired location.

Dovetail offers our own illustration banners that you can add to your story or custom home. To add illustrations:

  1. Click the attachment icon in the toolbar.

  2. Select Illustrations from the dropdown on the left.

  3. Select the illustrations you would like to add.

  4. Click and drag the illustrations on to the desired location.

Our editor is integrated with Unsplash, providing you a library of images to search from within Dovetail. To add images from Unsplash:

  1. Click the attachment icon in the toolbar.

  2. Select Unsplash from the dropdown on the left.

  3. Enter a search query for the image that you would like.

  4. Select the images you would like to add.

  5. Click and drag the images on to the desired location.

Add Dovetail references

You can easily embed references to projects, notes, tags, highlights, insights and people directly on to your story or custom home. These allow your team members to be aware of important research happening in your workspace and quickly navigate to them. To add Dovetail references:

  1. Click the + icon in the toolbar.

  2. Optionally select filters to focus your search.

  3. Enter a search query for the reference that you would like to add.

  4. Select the references you would like to add.

  5. Click and drag the references to the desired location.

Add a search block

One of the most powerful tools in the block editor is to add a search block. Search blocks offer the ability to save a search that will update every time a team member loads the page. An example is to create a 'projects you're working on' search block that will display a list of projects that the user has recently contributed to. Another is to show 'recently published insights' which will display a live feed of recently published insights from all projects in your workspace. To add a search block:

  1. Click and hold the saved search icon in the toolbar.

  2. Drag the icon to the location you would like to add it.

  3. Click the template icon to choose from our predefined searches, or click the gear icon to define a custom search.

  4. In the toolbar, select a list or grid layout for your search results.

Add a layout

Layouts allow you to customize how content is displayed. By default everything will be displayed as a single column. Layouts allow you to group blocks into two or three column layouts. This allows you to add text next to a highlight or group related images or files together. To add a layout:

  1. Click and hold the layout icon in the toolbar.

  2. Drag the icon to the location you would like to add it.

  3. Select two or three column layout from the toolbar.

  4. Add the desired content into the layout, or drag existing content into the layout.

Add a separator

Separators allow you to easily separate sections with a horizontal rule. To add a separator:

  1. Click and hold the separator icon in the toolbar.

  2. Drag the icon to the location you would like to add it.

Reorder content

Every block has a drag handle to the left of it. You can reorder the content by clicking, holding and dragging the content to the desired location.

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Last updated 28 July 2021
5 min read

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