Standardize projects with templates

We know that researchers are responsible for the quality of research in an organization, and that can make inviting non-researchers into Dovetail stressful.

One way to mitigate this is through creating project templates that outline best practices in research for your organization. Leveraging templates helps ensure the quality of your team's outputs and standardize research across your organization.

• To create a project template, open ⚙️ Settings → Templates → + New template.

• From there, populate the template to include a title, information on how to use the template on the readme page and a starting set of data, tags, and/or fields.

• Once completed, the template will appear as a new option for your team to start a new project under Projects → Create new → Project from template.

We recommend populating a project template with workspace tags and workspace fields, rather than project tags and fields, to ensure related data is connected across projects.

You can lock down a template to prevent others from making changes to it.

• To do this, open the template, navigate to Template settings → Share and assign View only access to the workspace.

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

Any manager or contributor with View only access to the template can still use this to create a new project in the workspace.