Tags are an important part of performing analysis in Dovetail. To effectively manage and group your tags, you can set up tag boards on a project level.
By default, tag boards are local to a project, meaning those tags will only appear as options for the single project they are connected to.
Anyone with Full or Edit access to a project will have the ability to create and manage the tag board for that project.
You can create new tags organically when highlighting notes in a project. From there, you can view and organize these tags into groups on a board under Tags.
On this board, you can define groups and color-code related tags. You can also move tags across groups, merge related tags together, and cluster your observations into themes that can be elevated and talked to within an insight.
If you are looking to apply a top-down approach to tagging, you can also create individual tags, install a community tag board to customize or import existing tags on a board before highlighting your notes. This is great for standardizing your tags for any kind of research including usability testing.
Open an existing project and try grouping your tags under higher themes on a board. Get inspiration by exploring community tag boards created by others.Explore tag boards
Customer Education Lead