Lesson 3: Make your insight digestible

Insights are a flexible object where you can present your research and findings in whatever way you want. In this lesson, you will learn how to craft your findings in a way that centers your raw data, curates a concise narrative and starts a conversation with your stakeholders.

Draw attention to your customer's thoughts and feelings. If you are working with data from recorded interviews or usability tests, start rounding up key quotes in a compelling way as a reel.

In most cases, one will be made automatically for you after adding highlights to your insight from anywhere in your project. With this reel, you can embed, customize, and re-order video and audio highlights into a reel directly within insights.

Ease stakeholders through your findings by polishing how your data and supporting text is presented. Once your key highlights are in an insight, create a narrative around your findings in whatever way you want. Type / within the editor to pick a template that works for you or create an insight in your style with available formatting options.

When adding structure to your insight, ensure you:

• Arrange content in visually appealing ways and group related references into 2 or 3-column layouts. You can create distinct side-by-side text sections, feature callouts, and embed references, images, or files.

• Establish clear headings with different sizes, quote blocks, and bulleted lists to summarize key points.

Don't let your insights gather dust! Whether your stakeholders have access to Dovetail or not, you can share your insight in a way that works for you to start an important conversation.

Share in present mode

Start simple and talk through your findings in a team meeting or presentation in present mode. Understand who your audience are and emphasize key findings that they are keen to learn more about.

Share in tools like Slack or Teams

Drop the insight's share link into tools like Slack, Notion, Productboard, or Atlassian. Anyone with access to Dovetail will be directed straight to your insight.

Share with a unique web link

Remove the barrier to entry and enable access to your project's published insights via web links. When enabled, anyone with the insight's unique link will have access to view your project's published insights outside of Dovetail in a presentable view.