Insights

The word 'insight' has a variety of different definitions. In Dovetail, an insight is a specific object type where you summarize and share your research findings in a simple format, connected directly to your raw data. With insights, you can curate a narrative with edit and formatting tools alongside highlight reels as a compelling way to present your data to stakeholders.

You can create an insight and add data to this in a variety of different ways within Dovetail. The most common way to create an insight is within a project to summarize key findings and takeaways.

• To create an insight, open Insights in your project and select + New insight. From there, you can enter your findings, add relevant pieces of data from Dovetail, and use formatting and editing tools to refine it's presentation.

• In a project, another way to create an insight from your project's Highlights page by selecting your highlights, clicking Add to insight, then enter a title for a new insight.

If you are looking to gather evidence from across your workspace and create an insight that is detached from a project, you can do this in Your work by selecting New → Insight. Any insights created from here will be viewable by others in your workspace.

Add data to an insight from across your Dovetail workspace using the reference picker.

• To do this, open your insight and type / within the editor to see all available options.

• Using this menu, select References. You can search for and filter content by object type (highlights, tags, notes, etc.) to select/drag and drop these directly into your insight.

• From there, you can customize how the highlight is presented by toggling on or off the content you want to display.

By default, references won’t show project name and creator information. Dovetail will remember your preferences for each subsequent reference that is added.

You can create and embed a reel that stitches together key highlights created in your project. Learn how to curate and edit a highlight reel in your insight →

Once data is added to your insight, provide a TL;DR of any long-form report with a magic summary of your insight. Insight summaries pull in information from any content added to an insight, including reels, highlights, notes, text, and documents.

• To create an insight summary, open your insight (containing embedded data) and type / within the editor to see all available options.

• From there, select Summarize and a text summary card will be added at the top of your insight.

Ease stakeholders through your findings by polishing how text and data is displayed in your insight. In an insight, type / within the editor to see all blocks for formatting and structure options that you can drag and drop with ⋮⋮ anywhere on your page.

Headings and text styling

Insights are equipped with all the text styling features you've come to expect from any word processor including:

• Paragraph: Just your regular old plain text!

• Heading 1: The largest heading, can add with shortcut /h1.

• Heading 2: The medium-sized heading, can add with shortcut /h2.

• Heading 3: The smallest heading, can add with shortcut /h3.

• Numbered list: Generates the next number.

• Bulleted list: Bullets.

• Quote: Creates larger text to break quotes out from the rest of your insight.

Cards, layouts and dividers

• Templates: Start creating your insight from a template.

• Layout: Arrange content in visually appealing ways and group related references into 2 or 3-column layouts.

• Card: Useful for surfacing specific text within your insight.

• Divider: Break up content and create distinct sections.

You can remove a format or structure block at any time. To do this, click the ⋮⋮ icon next to the section you want to remove and select Delete.

Dovetail supports previews for public links from Maze, Figma, Google Docs, YouTube, Loom, and Vimeo. Embed public web links into the insights editor as either text, cards or previews.

• To embed a public link into your insight, copy and paste the URL of the content you want to add from another app into the body of the insight.

• From there, you can change how your content is displayed within the insight. To change this, click ••• and select Full document, Single page or Card.

The link must have public access enabled in the original app to ensure a successful preview.

Insight cover photos give you a quick way to make your insight more visual with a banner. You can upload your own image as a cover photo or search for one from thousands of free photos using our Unsplash integration.

• To do this, click Update cover and select your image. Once selected, it will be automatically applied and saved to your insight.

Publishing your insight is the last step in creating your insight. When published, the insight will become read-only and will display in presentation mode.

• To publish your insight, select Publish in the top right corner of your insight page.

Only published insights are viewable by guests when web link access to your project's insights is enabled.

Once you have a few insights to present to your stakeholders, you can use presentation mode. It’s a way to share your insights in a focused, fullscreen experience, with large font sizes and a horizontal carousel where you can move between insights with the arrow keys.

• To do this, open Insights in your project and click Present in the top right corner to open presentation mode.

Share insights with those outside the workspace

You can share your insights with those outside Dovetail by enabling public access to your project. Learn more about enabling public access to project insights→

Insight metrics help you capture traction and engagement by providing information on who is engaging with your insights and how. These metrics are captured per-insight.

• To view an insight's metrics, open your insight, click View/s and select Metrics.

Currently, insight metrics capture:

• Reached audience: Number of unique accounts that have seen the insight.

• Insight discovery: Where users discovered the insight.

• Audience role: Who is accessing the insight.

• Audience access: What level of access in Dovetail.

• Engagement ratio: Percentage of unique accounts who opened content in the insight.

• Full page read: Percentage of unique users who scrolled to the bottom of the insight.

• Most Popular: Number of unique users who clicked through a link within an insight.

Adding project data (notes, highlights, tags, or insights) to an insight will create a point-in-time snapshot of the object so that it will remain unchanged if the underlying data is modified or deleted.

• To update a reference, you must have Manager or Contributor access with Can edit access to the project.

• From there, select Update reference (↻) while hovering over it. You can also update references in bulk by with Update all from within the insight's menu ••• in the top right.

References to objects that have been deleted will be retained, and an alert will appear on the reference to notify users that the underlying object no longer exists.

References in dynamic feeds, such as search blocks, are live blocks that automatically update and will always display the most up-to-date version of any displayed references.

You can organize and store structured information about and on your insights using fields. Fields help teams categorize findings and support the discovery of prior research in Dovetail. Learn more about fields and how to use them for organizing your insights in the workspace →

When an insight is published, empty fields will be hidden, making the insight cleaner and easier for your team to consume.