Projects

Projects in Dovetail store and organize all your data, including notes, highlights, tags, and insights. They support both individual projects and ongoing processes, allowing your team to transform raw information into valuable insights.

Depending on the type of data you have and how you work, a project represents a single study that captures data you want to work with for deeper analysis. For example, a project could contain:

• Customer interviews, sales calls, meetings – each note is a single recording and transcript of a session.

• Usability testing sessions – each note is a recording and transcript from a session.

• Survey responses – each note is a completed survey from a participant.

Managers and contributors can create a new project in a workspace. When creating a new project, you can decide how much AI you want working with your data. These are called Dovetail's magic features and include auto-detect language for transcription, magic summarize, and magic highlight.

• To create a new project, navigate to the Projects page and press New → Project.

• From there, navigate to Magic automation to customize how much magic works with your project data in the project settings . This includes setting a language for transcription, summarizing high-level takeaways, and surfacing key quotes from your recordings.

  • If you are using our new UI, navigate to ••• in the top right corner. From there, select Magic automation to customize your project.

Projects contain 6 objects, all accessible via the sidebar:

• Readme - This is the first thing new visitors will see when they open your project. It’s a great place to describe your project for others, set the background for your research, and provide additional context including goals, hypotheses or assumptions, research plan, timeline and project status.

• Notes - Notes live within projects and house your data - text, images, audio, video, etc.

• Highlights - Highlights live on notes and are used to surface quotes and sections of text that are meaningful.

• Tags - Tags are used to categorize highlights into common themes.

• Insights - Insights live within projects and are where you summarize findings from your project and across other projects.

• Charts - Charts live within projects and help you visualize patterns surfaced in your highlights and tags.

At the top of your sidebar, you’ll see the project title. Click on the down arrow to reveal a dropdown with several features and menu options. Here’s an overview of each.

• Share: Create web links to share data with others outside your workspace. For Enterprise workspaces, also use this to control how others can access and interact with your data.

• Filter: Choose what and how data is displayed in your project.

• Project name and icon: Rename your project by editing the text in this field. You can also swap the icon associated with your project.

• Follow: Receive and manage notifications about new insights, or comments in the project.

• Favorite: If you're on the Professional or Enterprise plan, you will be able to favorite a project for quick and easy access in the side navigation.

• Magic automation: Automate how you work with Dovetail magic features in your project.

• Data retention: If you're on the Enterprise plan, you will see the option to customize how long data is retained in your project for.

• Export: Export data from your project.

• Archive or Move to Trash: Archive your project or move project to Trash. To move a project to Trash, you must have Full access to the project.