Enabling your team
Lessons
Lesson 1: Prepare to onboard your team
Learn about key steps to cover when preparing to bring others into your insights hub.
Lesson 2: Organize data with folders
Learn how to structure your team's work with folders.
Lesson 3: Craft your team taxonomy
Learn how to craft your taxonomy in Dovetail by watching our webinar and following key steps in our guide.
Lesson 4: Seed a team-wide taxonomy with workspace tags
Learn how to connect related data and build upon wider themes across your organization.
Lesson 5: Categorize data consistently with workspace fields
Learn how to organize and categorize data across projects and teams in the workspace.
Lesson 6: Standardize project analysis with templates
Learn how to use templates to establish best practice and standardize projects for your team in the workspace.
Apply: Create a project template for customer interviews
Apply what we've learned to build a project template for conducting customer interviews.
Lesson 7: Audit your workspace tags
Learn about how to set up and maintain an organized taxonomy to share in your workspace.
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