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Help centerSummarize and presentArticle

Using the block editor

Last updated18 January 2024
Read time5 min

The block editor in insights and on the home page allows you organize your content to tell compelling stories to your stakeholders.


Contents


Add text blocks

To add text blocks, simply place your cursor in the desired location on your insight, and click!

You can also create a new text block between two existing blocks by clicking between them.

You can edit the formatting of your text blocks at any time by selecting it, and using the options available in the editor toolbar.

You can select from Paragraph, Heading 1, Heading 2, Heading 3, Numbered list, Bullet list, or Quote.


Add a layout component

Layout components allow you to

Search blocks

One of the most powerful tools in insights is the search block. Search blocks offer the ability to save a search that will update every time a team member views the page.

To add a search block, simply navigate to the editor toolbar and click + > Search block.

Once your search block has been added, you can configure it by selecting a premade template, or manually pressing Configure.


Cards

Cards allow you to display text with a background color. They are a great way to showcase an important point to your team. To add a new card:

  1. Click and hold the card icon on the toolbar.

  2. Drag the text icon to the location you would like to add it.

  3. Release the icon to place the text block and begin typing.

When editing the text, the toolbar menu will show you options to change the text format (headings, paragraph or quote), change the text styling (bold, italic, etc.), add bulleted or numbered lists, link to a webpage, mention a workspace user or change the background color.


Add files, images or illustrations

You can bring your insights or custom home to life by easily adding files, images or illustrations.

All files that you have access to in your workspace will be available to add, and you have the option to upload new files. To add files:

  1. Click the attachment icon in the toolbar.

  2. Select Files from the dropdown on the left.

  3. Click Upload a file... to upload a new file if needed.

  4. Select the files you would like to add.

  5. Click and drag the files on to the desired location.

All images that you have access to in your workspace will be available to add, and you have the option to upload new images. To add images:

  1. Click the attachment icon in the toolbar.

  2. Select Images from the dropdown on the left.

  3. Click Upload a file... to upload a new file if needed.

  4. Select the images you would like to add.

  5. Click and drag the images to the desired location.

Dovetail offers our own illustration banners that you can add to your insight or custom home. To add illustrations:

  1. Click the attachment icon in the toolbar.

  2. Select Illustrations from the dropdown on the left.

  3. Select the illustrations you would like to add.

  4. Click and drag the illustrations on to the desired location.

Our editor is integrated with Unsplash, providing you a library of images to search from within Dovetail. To add images from Unsplash:

  1. Click the attachment icon in the toolbar.

  2. Select Unsplash from the dropdown on the left.

  3. Enter a search query for the image that you would like.

  4. Select the images you would like to add.

  5. Click and drag the images on to the desired location.


Resize images

You can resize images imported into your insight or home page when editing.

  1. Click the image so that handles appear on the sides of the image.

  2. Select one of the handles, hold and drag with the curser.


Add references from Projects and People

You can easily embed references to projects, notes, tags, highlights, insights, and people directly on to your insight or custom home. These allow your team members to be aware of important research happening in your workspace and quickly navigate to them. To add Dovetail references:

  1. Click the + icon in the toolbar.

  2. Optionally select filters to focus your search.

  3. Enter a search query for the reference that you would like to add.

  4. Select the references you would like to add.

  5. Click and drag the references to the desired location.


Add a layout

Layouts allow you to customize how content is displayed. By default everything will be displayed as a single column. Layouts allow you to group blocks into two or three column layouts. This allows you to add text next to a highlight or group related images or files together. To add a layout:

  1. Click and hold the layout icon in the toolbar.

  2. Drag the icon to the location you would like to add it.

  3. Select two or three column layout from the toolbar.

  4. Add the desired content into the layout, or drag existing content into the layout.


Add a separator

Separators allow you to easily separate sections with a horizontal rule. To add a separator:

  1. Click and hold the separator icon in the toolbar.

  2. Drag the icon to the location you would like to add it.


Reorder content

Every block has a drag handle to the left of it. You can reorder the content by clicking, holding and dragging the content to the desired location.


Troubleshooting a legacy search block or feed

Search blocks and feeds that reference legacy stories, files, collections, or topics will display an alert in their ⚙️ settings for filters that need to be updated.

For old stories or files, these are now insights inside of your migrated 'Insights hub' project. Update the filters to display 'Insights' from the project 'Insights hub' project to display the same content shown previously.

For old collections or topics, these are now categorized by insight fields. Display your old collection or topics by filtering by the project 'Insights hub' and insight field 'Collection' or 'Topics'. The title of the collection or topic should be placed as the field value in the filer.

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