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Dovetail AcademyEnabling your team

Apply: Create a project template for customer interviews

Apply what we've learned to build a project template for conducting customer interviews. In this video tutorial, you will learn how to:

  • Build a project template for repeatable projects.

  • Link workspace tags and fields to connect data across similar projects.

  • Surface templates for your team in the workspace.

Though we focus on a single use case, the concepts that we cover can be used for any project in Dovetail.

Next lesson

Lesson 7: Audit your workspace tags

Learn about how to set up and maintain an organized taxonomy to share in your workspace.

Last updated: 18 February 2025

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