Join thousands of product people at Insight Out Conf on April 11. Register free.

Try for free
BlogProduct updates

Copy and move notes, tags, and insights between projects

Hero illustration of copy and move in Dovetail
Published
12 February 2020
Content
Chris ManouvrierKai ForsythDavid Richard
Creative
Lisa Nguyen

Projects in Dovetail are great for giving structure to your work and maintaining context for research initiatives within your organization. However, there’s one drawback: you need to decide upfront which project should house your notes, tags, and insights.

You’ve told us you want to be able to reorganize your projects. Now, you can move or copy research data to another project to reorganize your work, perform new analysis on the same data, or inform research happening in other teams.

Start creating research data in any project in Dovetail, with the flexibility to reorganize your workspace structure in the future.

Copy notes, tags, and insights across projects

Create a copy of your notes, insights and tags into another project – simply select a note, tag, or insight and choose Copy to and then select your project.

Copying a tag to another project in Dovetail
Copying a tag to another project in Dovetail

Move notes and insights across projects

To move notes and insights into another project, just select the note or insight and choose Move to and select the destination project.

When moving or copying a note with tags or fields, if the same tag or field already exists in the project you’re moving or copying to – we’ll automatically merge the tags and fields for you. If your note has any workspace tags or fields—the workspace tag or field will automatically be linked to the project.

Moving a note to another project in Dovetail
Moving a note to another project in Dovetail

We hope these features make it easier to move your work around and organize it in a way that works best for you and your team.

As always, keep letting us know your feedback and suggestions on how we can improve Dovetail to work better for you. Send us feedback in-product, in our Slack workspace, or by getting in touch with us.

Get started for free

Try for freeView pricing

Keep reading

See all
Dovetail in the Details: 21 improvements to influence, transcribe, and store

Your customer insights hub

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

Try for free

Product

InsightsAnalysisAutomationIntegrationsEnterprisePricingLog in

Company

About us
Careers9
Legal

© Dovetail Research Pty. Ltd.
TermsPrivacy Policy

Log in or sign up

Get started with a free trial


or


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