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Navigating Dovetail

Last updated18 December 2023
Read time2 min

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.


Table of contents


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

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.

Projects display a list of the folders that house your projects in your workspace. There’s no limit on how many projects you can have in a workspace.


Our full-text global search lets you find data and insights across your workspace. For an advanced search, you can leverage filter and sort controls to simplify complex queries.

All users (managers, contributors, and viewers) 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 where you can manage users, templates, 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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Setting up a project

Setting up a project

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

Last updated12 November 2023
Read time3 min

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