Enabling your team

This course is ideal for researchers ready to scale their practice. Set up an effective workspace structure by understanding how to onboard new starters, organize work across teams, and standardize processes to ensure the quality of their findings.

Lessons

Prepare to onboard your team

Learn about key steps to cover when preparing to bring others into your insights hub.

Last updated26 August 2024

Duration6 min

Bring your team in to Dovetail

Learn about workspace roles, inviting your team, and organizing users in Dovetail.

Last updated21 August 2024

Duration3 min

Organizing data with folders

Learn how to structure your team's work with folders.

Last updated21 August 2024

Duration5 min

Seed a team-wide taxonomy with workspace tags

Learn how to connect related data and build upon wider themes across your organization.

Last updated21 August 2024

Duration4 min

Categorize data consistently with workspace fields

Learn how to organize and categorize data across projects and teams in the workspace.

Last updated21 August 2024

Duration4 min

Craft your team taxonomy

Learn how to craft your taxonomy in Dovetail by watching our webinar and following key steps in our guide.

Last updated21 September 2023

Duration35 min

Standardize projects with templates

Learn how to use templates to establish best practice and standardize projects for your team in the workspace.

Last updated30 August 2023

Duration4 min

Create a project template for customer interviews

Apply what we've learned to build a project template for conducting customer interviews.

Last updated20 September 2023

Duration5 min