Updated January 21, 20192 minute read

Take notes and upload data to Dovetail

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

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Notes are where research data is stored. Depending the type of research you’re doing, a note could represent many things. Here are a few ideas to get you thinking:

  • Your notes taken during a customer interview.
  • A video recording of a customer interview, uploaded to Dovetail.
  • A transcript of a usability testing session, pasted from somewhere else.
  • Some customer feedback imported via a spreadsheet.
  • Survey responses imported via a spreadsheet.
  • A tweet imported via our Zapier integration.
  • An Wikipedia page, pasted from Wikipedia.

Create a new note

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 notes with groups

Groups help you organize your notes with a simple drag and drop interface. If you’ve used Trello, Asana, or Jira, then you’ll find it familiar. Name your groups by clicking on the title and change their color by clicking the Actions (···) menu.

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.

Organize groups with boards

A project can have multiple boards with data on each board. Boards work a bit like sheets in a spreadsheet – they’re not views, but are separate containers to organize your data. While you don’t have to have multiple boards, they can be helpful for further categorizing and segmenting your data, and scaling your project’s hierarchy.

To create a board while in a project:

  1. Click Data.
  2. Click + New board to create a new board.

To rearrange boards:

  1. Click and hold the board tab.
  2. Drag the board to a new position.
  3. Let go to drop the board.

To move groups between boards:

  1. On a group, open the Actions (···) menu.
  2. Click Move to….
  3. Choose a group on a different board.

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