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Create projects

2 minute read
Last updated June 28, 2018

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:

  1. Teams have many projects.
  2. Projects have many groups.
  3. Groups have many notes, tags, or insights.

Projects

In Dovetail, projects can represent many things. For example, a project could contain:

  • A set of customer interviews.
  • A set of user testing sessions.
  • A collection of ongoing user feedback.
  • A collection of feedback from other apps.
  • A large research project covering many methods.

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.

Create a new project

Screenshot of cursor over ‘New project’

To create a new project:

  1. Click the logo in the top left to visit all projects.
  2. Click New project.

Edit a project

Screenshot of cursor over the project title

To edit a project:

  1. Click the project title near the top left to open the project dropdown.
  2. Type to edit the title of the project, and hit Enter to save.
  3. You can also import, export, archive, delete, and do more from this menu.

Switch projects

Screenshot of the Menu (☰)

To switch projects:

  1. Click Menu (☰).
  2. Click the project you’d like to switch to.

Groups

Screenshot of a board of groups

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.

Create a new group

Screenshot of cursor over ‘Plus (+)’

To create a new group in a project:

  1. Click the Notes, Tags, or Insights tab.
  2. Click the Plus (+) at the end of the list or board.
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