Help docs
Learn
Get in touch

Go to app
Log inTry for free

Product

InsightsAnalysisAutomationIntegrationsEnterprisePricingLog in

Company

About us
Careers14
Legal

© Dovetail Research Pty. Ltd.

TermsPrivacy Policy
Help centerDovetail AcademyEnabling your teamLesson

Organize projects with folders

House related projects within folders so everyone can find and share their work with ease.

Folders hold your research projects, which then house all your raw data and research outputs. Folders help you organize your team space by setting up a dedicated space that can be customized to meet the requirements of specific teams or project groups.


Working with folders

Decide where you want your team to add data to by starting with a simple schema for organizing projects into folders. These folders can be structured by teams, product areas, stages of research, or anything else that makes sense for your organization.

  • To create a folder, open Projects > Create New > Folder.

  • From there, you can move existing projects into the folder and determine who has access under Share.


Restrict access to a folder

Managers and contributors with Full access to a folder can control who has access to the folder and its contents using the Share settings.

For large workspaces, we recommend that you set your folders as View only. This means that unless explicitly added to the folder, users and groups will not be able to create and edit projects in the folder.

By default, any new projects created within a folder will automatically inherit the same permissions set at the folder level.

🎓 Homework

Determine how your team want to group projects in the workspace and start to add new folders that reflect this structure.

Create new folders


Scale your workspace
Organize projects & folders
Emily Brogan

Customer Education Lead


Next lesson

Connect themes across projects with workspace tags

Connect themes across projects with workspace tags

Last updated5 September 2023
Duration4 min

Your customer insights hub

Turn data into actionable insights. Bring your customer into every decision.

Try for free

Product

InsightsAnalysisAutomationIntegrationsEnterprisePricingLog in

Company

About us
Careers14
Legal

© Dovetail Research Pty. Ltd.
TermsPrivacy Policy