Lesson 5: Customize home for the stakeholder experience

We know that to get buy-in from your stakeholders, you need to build trust and credibility. In this lesson, we’ll discuss how you can customize Dovetail to cater to your brand and organization.

You will learn how to:

• Communicate to stakeholders how to get the most out of Dovetail

• Signpost and structure content in a way that is easy to consume

• Create a starting point for stakeholders to self-serve research findings in the workspace

Though we focus on a single use case, the concepts on the home page that we cover can be customized to suit the needs of your organization.

Add hints of your organization's brand throughout the workspace to make Dovetail feel familiar to stakeholders. We recommend that Admins set a workspace logo as well as update the workspace subdomain so every link shared from Dovetail has your organization's name in it.

• To do this, go to ⚙️ Settings → Workspace settings.

• From there, set your logo as the workspace icon, and update the subdomain to include your organization's name.

Home is the first page everyone will see in the workspace - so make it count! It is fully customizable to suit your organization's needs. Anyone in a Manager workspace role can

• To customize home, go to Home → Edit home.

• From there, add important information and style your home page with images, layouts, cards, and more.

Use this page to surface and align your organization's purpose for Dovetail, ongoing research projects, updates to internal processes and policies, and additional resources for stakeholders to understand best practices and ways of working in Dovetail.

Once your team start populating projects and uncover new insights, feeds are the perfect place to display them. They’re an accessible starting point for stakeholders to self-serve research findings at a high level without needing to jump into projects.

• To create a feed, open Home and click + Add feed at the top of the home page.

• From there, click Edit in the top right corner to pick your feed’s emoji, enter a title, and select the type of Dovetail content you wish to show in the feed under Display. You can curate this content further by adjusting criteria under Filter to filter by specific field metadata.

You can create multiple feeds for your workspace. Common feeds created include:

• Latest insights published from all projects in the workspace.

• Latest highlights created from all projects in the workspace.

• Latest insights published from specific teams, projects or folders in the workspace.

• Latest highlights created from a specific global tag/s. These tags may represent important focus areas for your organization.