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Help centerNew to DovetailArticle

Navigating Dovetail

Last updated22 May 2024
Read time2 min

Contents


Overview

The framework for each plan is that you will have access to a single Dovetail workspace that your organization can access and contribute to. A workspace houses all projects and is managed predominantly by workspace admins.


Home

Home is a shared team space where you can view recent projects and discover new insights created across the workspace.

Business workspaces can customize home by adding important notices, ways of working in Dovetail, and key live insight feeds.


Your work

Professional and Enterprise only

This feature is only available on Professional and Enterprise plans. Check out our pricing page for more information about our plans available.

View plans

Your work is a dedicated space for you. This is where you can star specific projects and folders, navigate quickly to those you've recently edited, or find what you've recently viewed.


Projects

Projects are where the magic happens in Dovetail. They are the main containers of your raw data, where you break down this data into key highlights and summarize these into insights.


Professional and Enterprise only

This feature is only available on Professional and Enterprise plans. Check out our pricing page for more information about our plans available.

View plans

Our full-text global search lets you find data and insights across your workspace. For an advanced search, you can leverage exact matching, semantic search, filters, and search summaries to find exactly what you need.

All users have access to search; however, they will only be able to surface content they have permission to see.


Settings

Access your account settings, connected integrations, and notifications by selecting ⚙️ Settings. If you're an admin, you can access workspace settings to manage users, billing, and security.


Get help

Get the help you need by accessing documentation, keeping up-to-date with product changes, starting your learning journey, and contacting customer support under ?.

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Projects

Projects

Projects are the main containers for housing related data in Dovetail.

Last updated23 May 2024
Read time3 min

Product

OverviewAnalysisInsightsIntegrationsEnterpriseChannelsMagicPricingLog in

Company

About us
Careers16
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