Project docs

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Overview

A doc is where you summarize and share findings, connected directly to the raw data behind them. This page covers what’s specific to docs created inside a project — building one from your analysis, and referencing project data. For everything else — creating docs anywhere in the workspace, editing and formatting, sharing, presenting, and metrics — see the Docs section.

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Create a doc from your analysis

Inside a project you can build a doc straight from the work you’ve already done, rather than starting from a blank page.

• Select + and toggle Doc on, then select Create a doc.
• Choose how to start: ask a question or write a custom prompt in chat, or pick a predefined framework like Voice of Customer, Research Report, or PRD.

You can also start from the highlights you’ve already captured. On your project’s Highlights page, select the highlights you want, click Add to doc, then give the new doc a title.

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Reference project data

Add data from across your workspace using the reference picker.

• Open your doc and type / within the editor to see the available options.
• Select References. Search and filter by object type — highlights, tags, data, and more — then select or drag them into your doc.
• Toggle the content you want each reference to display.

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Keep references current

When you add project data to a doc — data, highlights, tags, or other docs — Dovetail creates a snapshot of that content at the moment you add it. The reference doesn’t change on its own if the original is later edited or deleted. To update a single reference:

1. Make sure you have Manager or Contributor access, with Can edit permission on the project.
2. Open the doc containing the reference.
3. Hover over the reference and click Update reference (↻).

The reference refreshes to the most recent version of the original object.

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Update all references

1. Open the doc.
2. Click the ••• (More actions) menu in the top-right corner.
3. Select Update all.

Every eligible reference in the doc refreshes to its latest version.

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Deleted references

If the original object is deleted, the reference stays visible in the doc with an alert showing that the underlying object no longer exists.

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Dynamic references

Some blocks, such as search blocks and other dynamic feeds, are live rather than snapshots. They update automatically and always show the latest content.

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Categorize project docs with fields

Fields store structured information about a doc, helping teams categorize findings and find prior research. See Data and docs fields for how to set them up. When a doc is uneditable, empty fields are hidden, making it cleaner for your team to read.

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Share outside your workspace

You can share project docs with people who don’t have Dovetail access by enabling web links on the project. See Web links for how public access works and how to turn it off.