Create a new project

Last updated January 21, 20191 minute read

Projects are the main container in Dovetail. Projects contain groups of notes and tags, highlights, and insights. Depending on the type of data you have, 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.

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 four sections:

  • Data – notes with text, images, audio, video, and other files.
  • Analysis – tags and the charts feature.
  • Insights – insights for your project.
  • Settings – archive, delete, manage access, and export.

Organize projects

You can organize your projects into categories. This is useful if you want to group projects by team, department, or type of research.

To create a category:

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

To move a project into a category:

  1. Click Projects.
  2. Open the Actions menu (···) for a project.
  3. Click Move to…
  4. Select a category to move the project to.

To reorder projects inside a category:

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

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