Help docs
Learn
Get in touch

Go to app
Log inTry for free

Product

InsightsAnalysisAutomationIntegrationsEnterprisePricingLog in

Company

About us
Careers14
Legal

© Dovetail Research Pty. Ltd.

TermsPrivacy Policy
Help centerDovetail AcademyEnabling your teamLesson

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.

🎓 Before you go...

What did you think of this course? Let us know and leave your feedback.

Have your say


Scale your workspace
Project templates
Scale your workspace
Workspace fields
Scale your workspace
Workspace tags
Emily Brogan

Customer Education Lead

Charlie Yuncken

Video Producer


You did it!

You completed Enabling your team.
Find a new course to enhance your customer understanding with Dovetail today.

Explore courses
illustration

Your customer insights hub

Turn data into actionable insights. Bring your customer into every decision.

Try for free

Product

InsightsAnalysisAutomationIntegrationsEnterprisePricingLog in

Company

About us
Careers14
Legal

© Dovetail Research Pty. Ltd.
TermsPrivacy Policy