Summarize and present findings with insights

Last updated March 29, 20192 minute read


Insights help you summarize and share your research findings.

A summary of insights

Dovetail’s insights help you:

  1. Summarize your project by embedding references to relevant evidence like notes, tags, quotes, and media from your analysis.
  2. Standardize how your organization stores, presents, and searches for user research insights across current and historical projects.
  3. Save time by avoiding the need to copy and paste data from Dovetail into slideshows and reports that you need to design from scratch.
  4. Share user research insights with others in a simple, attractive format, including with people who don’t have a Dovetail account.
  5. Present user research insights on the big screen with our new fullscreen presentation mode and quick keyboard navigation.

Create a new insight

To create an insight while in a project:

  1. Click Insights.
  2. Click Untitled insight.
  3. Type a title for your insight.
  4. Click Create.

Add references to your insight

Insights let you summarize your research findings for stakeholders, and embed references to raw data from your analysis. For example, to embed a highlight in an insight:

  1. In an insight, click Highlight underneath the editor.
  2. Type to search for a highlight to insert.
  3. Click one or more highlights to select them.
  4. Click the Insert button.

Add a cover photo

Insight cover photos give you a quick way to make your insight more visual. You can upload your own image as a cover photo or search for one from thousands of free photos using our new Unsplash integration.

Publish your insight

Publishing an insight will make it read only and show it in presentation mode. In addition, when you publish an insight, it will trigger the ‘New Insight’ trigger in our Zapier integration. The ‘New Insight’ trigger lets you set up neat workflows like automatically sharing published insights to Slack.

View insights as a presentation

Presentation mode is a bit like a slideshow. It’s a way to share your insights in a focused, fullscreen experience, with large font sizes and a horizontal carousel where you can move between insights with the arrow keys.

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