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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.

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Scale your workspace
Templates
Scale your workspace
Workspace fields
Scale your workspace
Workspace tags
Emily Brogan

Customer Education

Charlie Yuncken

Video Producer


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