Learn
Help docs
Get in touch

Go to app
Log inStart free

Product

OverviewChannelsMagicIntegrationsEnterpriseInsightsAnalysisPricingLog in

Company

About us
Careers13
Legal

© Dovetail Research Pty. Ltd.

TermsPrivacy Policy
Help centerDovetail AcademyEnabling your teamLesson

Segment data consistently with workspace fields

Workspace fields help organize and categorize notes and insights - like spreadsheet headers - across multiple projects at once. They allow teams to capture related information consistently, making it easy locate, filter, and sort data across the workspace.


Working with workspace fields

Workspace fields are housed within workspace field groups. These groups can be linked to multiple projects at once. They appear on notes and insights alongside project-level fields.

  • To create a workspace field group, go to ⚙️ Settings > Fields.

  • From there, you can populate this group with note fields and/or insight fields and select the project/s you wish to link to this group to.

Workspace field groups are live and any changes made will impact all connected projects. For example, when you add a new workspace field to the group, it will also be added to all projects linked to the group.


Preventing changes to a workspace field group

You can prevent others from making changes to a workspace field group in ⚙️ Settings > Fields or within a linked project by restricting its access.

  • To do this, open the workspace field group, select Share and assign View only access to the workspace. You will be the only user with Full access to the board.

  • From there, you choose to invite other team members to share Full access or Edit access to the board.

Any manager or contributor with View only access to the group can link this to a project, but cannot add or remove fields from this group.

🎓 Homework

Create a workspace field group and populate this with note and insight fields for your workspace.

Create workspace fields


Scale your workspace
Workspace fields
Emily Brogan

Customer Education


Next lesson

Craft your team taxonomy

Craft your team taxonomy

Last updated21 September 2023
Duration35 min

Product

OverviewChannelsMagicIntegrationsEnterpriseInsightsAnalysisPricingLog in

Company

About us
Careers13
Legal
© Dovetail Research Pty. Ltd.
TermsPrivacy Policy

Log in or sign up

Get started for free


or


By clicking “Continue with Google / Email” you agree to our User Terms of Service and Privacy Policy