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How Dovetail is organized

Last updated23 November 2023
Read time2 min

Dovetail’s structure is designed to create a seamless connection between users and the work they are responsible for. Here's an overview of how Dovetail is organized.


Table of contents


How work is organized

The framework for each plan is that you will have access to a single workspace that your organization can access and contribute to. Within a workspace, work is organized within:

  1. Folders - Folders house your research projects, which then house all your raw data and research outputs.

  2. Projects - Research is often conducted in projects. In Dovetail, a project is its own database of raw data. With projects, you can organize and track all data contributing to your insights.

  3. Insights - Insights are where you structure important moments in your research and summarize your findings. With insights, you can establish a narrative around your project and embed highlights from your raw data.

  4. Highlights - Important moments in your raw data are elevated using highlights. Highlights can be created and shared with stakeholders individually or brought together within an insight to ensure your findings connect directly to your raw data.

  5. Notes - Everything starts with a note. Notes are your raw pieces of data that you can surface important moments from. These can be recorded customer interviews, usability tests, NPS responses, support tickets, industry reports, and CSAT responses.


How people are organized

  1. Workspace - Workspaces are based on your company’s shared email domain and connect everybody within your company who uses Dovetail.

  2. Groups - Groups reflect teams of people who should have the same data access level in the workspace. These can reflect functional teams or any meaningful group of people in your organization.

  3. Users - In Dovetail, there are three roles that can be assigned to users in a workspace (ManagerContributor, and Viewer). Users do not need to live within a group in the workspace.

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Last updated18 December 2023
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