Templates

Managers in Dovetail have the ability to create project and insight templates to help standardize research across their organization. They can be used to give teams a starting set of data, tags, and project configurations to skip the set up process and kick start new projects and producing insights faster.

Managers can create new project or insight templates by navigating to ⚙️ Settings → Templates, and clicking + New template from within the projects or insights tab.

From there, you'll be directed straight into the template itself for editing.

You can also convert an existing project into a template by navigating to the project's settings and selecting Convert to template.

The project will be converted to a template as-is and will retain all content, including the readme, notes, tags, highlights, and insights, as well as all content within notes, tags, and insights.

You can leverage insight templates to structure your data within an insight. When you begin working on a new insight, you can start with a template from our community or a workspace template.

• To use an insight template, open your insight and click Templates

• From there, open Community or Workspace templates. You can select your preferred template, preview it, and click Add Template.

• The template will then be added to the top of your insight for you to organize your text and highlights.

Existing insights can be saved as templates by opening the actions menu (•••) at the top right of the insight, and pressing Save as template.

An insight template will be created using the current formatting of the insight, including all content contained within it.

Unlike project templates, the the original insight will remain in the project and can still be edited after a template has been created.

Managers can edit all content within templates, however, edits will only be applied to future projects and insights created using the template.

• To edit templates, navigate to ⚙️ Settings → Templates and select your desired template.

• From there, make updates to your template. Once finished, these changes will apply to any new project or insight created from the template

Only managers have the ability to create and edit templates. They also have the ability to restrict access to certain individuals or groups so that they are the only users with the ability to use a template.

• To do this, go to Templates → Open the desired template → Share.

• From there, you can update the template’s access by amending the workspace’s access to No access and add specific individuals or individuals to have Full, Edit or View access.

To delete a project template, navigate to ⚙️ Settings → Templates and open the template you wish to delete. Then, open the project settings in the dropdown menu at the top left and press Move template to trash.

To delete an insight template, navigate to ⚙️ Settings → Templates and open the insight template you wish to delete. Then, open the actions menu (•••) in the top right and press Move to trash.