Take notes and upload data to Dovetail

Last updated January 21, 20192 minute read


Notes are where raw research data is stored. Depending the type of research you’re doing, a note could represent many things. A note could be:

  • Your hand-written notes from a customer interview.
  • A transcript of a user testing session.
  • Some customer feedback imported via a spreadsheet.
  • A tweet imported via our Zapier integration.
  • Your research plan or runbook.

Create a note

Screenshot showing the “Data” tab and the “New note” button

To create a note while in a project:

  1. Click Data in the sidebar.
  2. Click + New note.

You can also create hundreds of notes at once by uploading a spreadsheet or create notes in real time by connecting an app via Zapier.

Organize your notes

Groups help you organize your notes with a simple drag and drop interface. If you’ve used Trello, Asana, or Jira Software, then you’ll find it familiar.

To create a group while in a project:

  1. Click Data.
  2. Click Plus (+) to create a new group.

To rearrange notes or move notes between groups:

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

Editing notes

Dovetail’s editor is a rich text ‘WYSIWYG’ editor similar to Evernote, Microsoft Word, or Google Docs. It supports common formatting options like headings, bold text, italic text, blockquotes, bullet lists, numbered lists, tables, and more.

For a complete list of available formatting, click the Actions (···) menu in the top right of a note, tag, or insight, then click Shortcuts.

Inserting files into notes

Our editor supports all file types which can be inserted into notes through the editor toolbar or by dragging and dropping files.

To insert one or more files while in a note:

  1. Click the File icon in the editor toolbar.
  2. Choose one or more files from your computer.

Certain file types will have inline previews which will let you view or playback the file without needing to download it. These include:

  • Images – jpg, png, gif, svg, and more.
  • Audio files – mp3, wav, ogg, and more.
  • Videos – mp4, mov, and more.

If a file does not have an inline preview (for example a PDF), you will need to open the file in your browser or download it to view its contents.

Editing with others

Dovetail’s editor supports real time concurrent editing. If two or more people open the same note, all changes to the content will be synced in real time between everyone in the session.

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