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Updated July 11, 20192 minute read

Create a new project

Learn what a project means in Dovetail and how you can organize your projects into categories.

In this article

Projects are the main container in Dovetail. They contain a readme, data like notes, images, videos, and files, and tags, highlights, and insights. Depending on the type of data you have and how you work, a single project could represent many things.

For example, a project could contain:

  • Customer interviews – each note is a single interview.
  • Usability testing sessions – each note is the transcript from a single session.
  • User feedback – each note is a piece of feedback from a user.
  • Survey responses – each note is an individual response.
  • Multiple research methods – each group is a method.

Create a new project

To create a new project:

  1. Click Projects.
  2. Click New project.

Switch projects

To switch projects:

  1. Click Projects.
  2. Click on the project you’d like to switch to.

Projects have six main sections, all accessible via the sidebar:

  • Data – boards with groups of notes containing text, images, audio, video, etc.
  • Tags – boards with groups of tags.
  • Highlights – a table showing all highlights with filtering and sorting controls.
  • Insights – draft and published insights for this project.
  • Charts – tags displayed as a bar chart or pie chart (coming soon).
  • Settings – archive, delete, manage access, export, trash etc.

Categorizing projects

You can organize your projects into categories and reorder them with drag and drop. This is useful in order to group projects by type of research, product team, or department / role. Here are a few examples of categories you could create for your projects:

  • By type of research – customer interviews, usability testing, survey responses.
  • By product team – core product, search and navigation, growth.
  • By department / role – design, user research, content strategy.

Organize projects

To create a category:

  1. Click Projects.
  2. Click New category.
  3. Click Untitled category.
  4. Name your category.

To move a project to a category:

  1. Click Projects.
  2. Click and hold the drag handle to lift up a project.
  3. Drag the project to a new category.
  4. Let go to drop the project.

To reorder projects inside a category:

  1. Click Projects.
  2. Click and hold the drag handle to lift up a project.
  3. Drag the project to a new position.
  4. Let go to drop the project.

To reorder categories:

  1. Click and hold the drag handle to lift up a category.
  2. Drag the category to a new position.
  3. Let go to drop the category.

Next article

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