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