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Help centerDovetail AcademyEnabling your team

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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Organize your data
Templates
Organize your data
Workspace tags
Organize your data
Data and insight fields
Emily Brogan

Customer Education

Charlie Yuncken

Video Producer


Next lesson

Audit your workspace tags

Audit your workspace tags

Last updated21 October 2024
Duration30 min

Product

PlatformProjectsChannelsAsk DovetailRecruitIntegrationsEnterpriseMagicAnalysisInsightsPricingRoadmap

Company

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Careers14
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© Dovetail Research Pty. Ltd.
TermsPrivacy Policy

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