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Help centerOrganize your dataArticle

Views and filters

Last updated13 March 2024
Read time4 min

See your notes, highlights, and insights in different ways with view layouts and filters. Within a project, you can create views to organize, filter and sort specific content and drill down on your data.


Contents


View types for your data

Notes, highlights, and insights can be viewed in a choice of five layouts:

  • Board: Great for project planning and organizing content. This view groups objects by field.

  • Table: View, filter, and update data and fields in a table. Each field is shown as a column.

  • Canvas: Arrange, move, and cluster content in an unstructured space.

  • Grid: Display content in a beautiful way—great for presentations!

  • List: Display content in a simple and minimalist list.

We recommend choosing your layout based on your research process and how you'd like to view, organize or showcase your content.


Creating a new view

You can create as many or as few views as you like from within any project. There are a couple of ways to create a new view from the sidebar:

  1. Hover over your note, highlight or group and click + , or Toggle open the group and click + Add a view.

  2. Select a view type - board, table, canvas, grid or list


Customizing your view

You can customize what content is displayed in each view and organize it to suit your needs. For example, in a project with multiple data types (e.g. interviews and NPS responses), you may want to create a Highlights view to analyze just NPS responses, and order them by NPS score.

To create a custom view:

  1. Use Filter to display content only relevant to that view. For example, choose to filter for highlights that correspond to a particular tag.

  2. Apply a Sort to order content. For example, sort highlights or insights alphabetically.

  3. Group by allows you to structure your board view by field. For example, group your notes by segment, persona, or demographic.

  4. Smart arrange allows you to cluster your canvas content by tag or field. For example, you can arrange your highlights by customer sentiment, jobs to be done, or customer journey phase.

Views become more powerful when you use fields to add structured data to notes and insights. Learn more about fields →


Hide, show, and re-order views

Depending on how your project is configured, you’ll only see views for the groups that are shown in your sidebar. To hide or show groups:

  1. Click on the project name at the top of the sidebar. This will reveal a dropdown with several features and menu options.

  2. At the bottom of the menu, you’ll see a section listing objects that are

    shown in sidebar. Every project has a readme, notes, highlights, tags, insights, and charts.

  3. Clicking the 👁️ on the right of each of these items will hide or show it in the project sidebar. Re-order your sidebar by using the ⋮⋮ icon to drag items up or down.

It’s also possible to hide and re-order groups and individual views from the sidebar:

  • When hovering over a group, you’ll see a ••• appear. Clicking on this will reveal the option to hide that group from the sidebar.

  • Click and drag on groups to re-order them in the sidebar.

  • To re-order individual views, click and drag to re-order them within the group.


Renaming a view

You can rename a view at any time by clicking on the view name in the top bar and typing a new name.


Deleting a view

To delete a view:

  1. In the sidebar, hover over the view you want to delete

  2. Click the more (•••) button

  3. Click Delete

Views can be restored at any time from trash.


Change the content preview

Switch up the way you preview and explore notes and insights.

  1. Open a note or insight from a view

  2. Click Switch panel in the top left

  3. Change between Side panelCenter panel and Full page views.

Use Center panel and Full page to see notes in more detail.

Use the up and down arrows to quickly navigate through more feedback without losing sight of the bigger picture.

FAQs


If I delete every view, is my data gone?

Nope, it still exists, it’s just hiding. Just add a new view and it’ll come back. Projects house notes, highlights and insights (amongst other things). And if each project is a house, then views are windows you can look through to see your data. When you remove the windows, your data stays in the house - it just can’t be seen. To see your data again, all you need to do is create another window! - That is - another view.

My content isn’t organised the way I left it — I think I've deleted something by accident

Unwanted changes to your views, particularly board views, can be due to deleting fields and other things by accident. While you can restore your field from the trash, if this field was being used to filter or group by in any views, that setting won't automatically restore. Common accidental deletions include:

  • Deleting a field that is being used in a Group by setting on a view

  • Deleting a field that is being used in a Filter on a view

  • Deleting a field value without realising that it might also be a group on a board view (if the field is being used in a Group by setting on a view

  • Deleting a group in one view without realising that it represents a field value. This can lead to confusion as to why changes made in one view result in changes to another—e.g. if the two views are grouped by the same field.

I’m missing some notes, highlights or insights from my project

If you can’t see all the content in your project, it could be due to the filters applied to your note, highlight, or insight view. The good news is your content still exists — it just can’t be seen in the view due to the filters present. To fix this, you can:

  • Remove your filters

  • Create a fresh note, highlight, or insight view to see all of your content

  • Search for your content using the search bar above

  • Check your project trash and if necessary,

    restore your content.

For more information about organizing your notes with views, click here.

Why am I seeing an 'uncategorized' group, and what does it mean?

Groups let you visually organize your data using single-select, multi-select, or people fields. Each group represents a field value. As an example, let’s imagine you want to split up your project into three rounds of research: Round A, Round B, and Round C.

By creating a single-select field called ‘Research round,‘ you can assign each of your notes to its relevant round. If you’re using a board view, clicking the Group by  button will organize each sub-project’s notes into its own board.

In this example, any notes that don’t have a value assigned for the Research round field would go into the uncategorized group. If you don’t want to see the uncategorized group, you can click the (•••) button in the top right and click Hide group. This button will collapse the group and move it to the right of your view. You can easily unhide groups at any time.

At any point, you can also change your choice of grouping by clicking the Group by button and selecting another field. Here are the different ways you can group content:

  • Group notes by:

    • Single-select fields

    • Multi-select fields

    • People type fields

  • Group highlights by tag

  • Group insights by

    • Published status

    • Single-select fields

    • Multi-select fields

    • People type fields

How do I move a note to another group within this board or to another board entirely?

Views are a lens through which to explore your underlying data. Because views are defined by fields and filters, moving a note to a different view now corresponds with changing a note’s field values.

To copy a note to a different group in the same board:

  • Copy the note by clicking (•••), then 

    Copy to, then select the project you’re in.

  • The duplicated note will appear in the same group as the note you just copied it from.

  • Drag the duplicate note into the group you want to move it to.

To copy a note to a group in a different board in the same project:

  • Copy the note by clicking (•••), then 

    Copy to, then select the project you’re in.

  • The duplicated note will appear in the same board and group as the note you just copied it from.

  • Check the filtering in your target board, and change the fields on the duplicate note to make sure it won't be filtered out.

  • Move the note from whatever group it currently appears in to the group appropriate for the target board.

To copy a note to a group in a different board in the same project:

  • Copy the note by clicking (•••), then 

    Copy to, then select the target project.

  • Depending on filter settings on views in your target project, you may or may not be able to see the note you’ve duplicated. If you can’t see it, create a new view. If you have much content, filter the view by “Title” contains “[your note name]“.

  • Check the filtering in your target board, and change the fields on the duplicate note to make sure it won't be filtered out.

  • Move the note from whatever group it currently appears in to the group appropriate for the target board.

Additional resources:

How do we make the most of project views?

Project views are a flexible way of allowing your team organize and synthensize project data in a way that makes sense to you. Check out our short explainer videos for Notes, Highlights and Insights to learn more about this!

If someone changes how a board is grouped, will that show for everyone or just for them?

If someone changes how a board is grouped, the changes will show for everyone in the workspace. If you'd like to hold onto a particular grouping when collaborating, we recommend creating a fresh view.

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