Learn
Help
Updates

Go to app
Log inGet Dovetail free

Product

OverviewAnalysisInsightsIntegrationsEnterpriseChannelsMagicPricingLog in

Company

About us
Careers13
Legal

© Dovetail Research Pty. Ltd.

TermsPrivacy Policy
Help centerDovetail AcademyEnabling your team

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.


Working with project templates

  • 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.


Preventing changes to a project template

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.

🎓 Homework

Consider how you might get the most out of project templates. Explore examples of project templates from our Community or get started creating a template for your team in the workspace.

Create a template


Organize your data
Templates
Emily Brogan

Customer Education


Next lesson

Create a project template for customer interviews

Create a project template for customer interviews

Last updated20 September 2023
Duration5 min

Product

OverviewAnalysisInsightsIntegrationsEnterpriseChannelsMagicPricingLog 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