What are project templates?
In Dovetail, templates are essential to setting your team up for success with advanced analysis workflows in projects. There are a few reasons why you might consider setting up templates for your team.Add structure to repeatable processes
- They’re useful for teams, such as Research or Design, that often need to work with a structured analysis process. Typically, teams will create templates for making sense of customer interviews and usability tests.
Grow scalable and cohesive processes
- Templates help you set the standard for the quality of insights created by your organization. Populate a project template with workspace tags and workspace fields to ensure related data is connected across your workpace.
Easy for everyone to get started
- Templates streamline the creation process for those using Dovetail for the first time, with pre-filled structures and properties.
Create your first project template
Using templates helps ensure the quality of your team’s outputs and standardize research across your organization.- To create a project template, open ⚙️ Settings → Templates → + New template.
- From there, populate the template to include a title, information on how to use the template on the readme page and a starting set of data, tags, and/or fields.
- Once completed, the template will appear as a new option for your team to start a new project under Projects → Create new → Project from template.
Assign owners to your project templates
To ensure your templates are maintained, we recommend assigning owners and using Share settings to assign the appropriate access level so the right people can manage and make changes when necessary.- To do this, open the template, navigate to Template settings → Share and assign View only access to the workspace.
- From there, you choose to invite other team members to shareFull access or Edit access to the template.