To get started with Dovetail, you’ll need to create a project. Projects contain groups of notes, tags, and insights, along with highlights and charts.
Teams, projects, groups, and notes / tags / insights exist in a hierarchy:
In Dovetail, projects can represent many things. For example, a project could contain:
Note: Tags are project-specific. Create a new project when you want to create a new set of tags, or continue using the same project if you’d like to share tags.
To create a new project:
To edit a project:
To switch projects:
Projects have tabs to switch between notes, tags, insights, and charts. Each tab (except charts) contains groups for you to organize your content.
You can view groups as a list or a board by switching near the top right of the screen, and rearrange groups with drag and drop.
To create a new group in a project:
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