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Take notes and upload data to Dovetail

In Dovetail, research data is stored in ‘notes’. Notes can contain text, images, audio, video, tables, a transcript from an audio or video file, and more.

Notes in Dovetail are intentionally flexible to support a wide variety of research methodologies and data formats. Depending the type of research you’re doing, a note could represent many things. Here are a few ideas to get you thinking:

  • Raw notes taken during a customer interview.
  • Videos and transcripts from usability testing sessions.
  • Qualitative customer feedback imported via a spreadsheet.
  • Survey responses imported via a spreadsheet.
  • Tweets imported via our Zapier integration.

Create a new note

To create a single, blank note while in a project:

  1. Click Data in the sidebar.
  2. Click + Add data.
  3. Click Blank 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.

Add structured data to notes

Fields enable you to add structured data on your notes. With fields, you can define attributes like your customer’s name, age, segment and company.

Add structured data to notes with fields

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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2 minute read
Updated 30 Apr 2020


Benjamin Humphrey

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