Enabling your team
This course is for managers and contributors of Team, Business, and Enterprise workspaces ready to scale their practice. Ensure the quality of your team's work by understanding roles, workspace tags, and project templates.
Lessons
Bring your team in
Learn about workspace roles and how to invite your team into Dovetail.
Organize projects with folders
Learn how to structure your team's work with folders.
Connect themes across projects with workspace tags
Learn how to connect related data and build upon wider themes across your organization.
Segment data consistently with workspace fields
Learn how to organize and categorize data across projects and teams in the workspace.
Craft your team taxonomy
Learn how to craft your taxonomy in Dovetail by watching our webinar and following key steps in our guide.
Standardize projects with templates
Learn how to use templates to establish best practice and standardize projects for your team in the workspace.
Create a project template for customer interviews
Apply what we've learned to build a project template for conducting customer interviews.