Using the block editor

To add a new block of text:

1. Click and hold the text 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, hyperlink or quote), change the text styling (bold, italic, etc.), add bulleted or numbered lists, link to a webpage or mention a workspace user.

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.

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.

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.

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.

One of the most powerful tools in the block editor 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:

1. Click and hold the saved search icon in the toolbar.

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

3. Click the template icon to choose from our template searches, or click ⚙️

   to create a custom search block.

4. In the toolbar, select a list or grid layout for your search results.

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.

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.

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.

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.