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Help centerDovetail AcademyEnabling your teamLesson

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 prevent others from making changes to a template in its Settings.

  • 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


Scale your workspace
Templates
Emily Brogan

Customer Education


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Create a project template for customer interviews

Create a project template for customer interviews

Last updated20 September 2023
Duration5 min

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