Hero Projects Pn
Projects are available on all Free, Professional, and Enterprise plansManagers and Contributors can create and edit projects. Users with view-only access can view and comment on data within projects

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Overview

Projects are a space for you to thoroughly analyze high-density data sources like customer interviews, usability tests, sales calls, or surveys to draw very detailed insights. It represents a single study that captures data you want to work with for deeper analysis. For example, a project could contain:
  • Customer interviews, sales calls, meetings – each data object is a single recording and transcript of a session.
  • Usability testing sessions – each data object is a recording and transcript from a session.
  • Survey responses – each data object is a completed survey from a participant.

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Create a new project

Managers and Contributors can create a new project in a workspace.
  • To create a project, navigate to + New and select Project.

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Configure automation

AI analysis is enabled by default in projects, but Dovetail lets you control the level you want through our magic automation options. These are configured by Managers and Contributors per project, where you can choose from fully automated, helpful suggestions or disable AI completely. This includes setting a language for transcription, summarizing high-level takeaways, and surfacing key quotes from your recordings. When creating a new project, Dovetail’s magic automation is turned on by default. You can decide how much AI you want working with your data in the project.

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Objects that live in projects

Projects contain 6 object types that can help you in your process to make sense of your customer interviews, surveys, and usability tests. You can choose to toggle on or off any of these sections to suit your workflow. These include:
  • Overview: This is the first thing new visitors will see when they open your project. It’s a great place to describe your project for others, set the background for your research, and provide additional context including goals, hypotheses or assumptions, research plan, timeline and project status.
  • Recruit: Powered by Respondent, you can recruit external participants for your project directly in Dovetail.
  • Data: Raw data like your recordings, documents and survey responses live as standalone objects in your project.
  • Highlights: Highlights live on notes and are used to surface quotes and sections of text that are meaningful.
  • Tags: Tags can be used to label and categorize highlights into common themes.
  • Insights: Insights live within projects and are where you summarize findings from your project and across other projects.
  • Charts: Charts live within projects and help you visualize patterns surfaced in your highlights and tags.

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Customize your project

You can choose whether to use these objects in your process by customizing your project.
  • To do this, navigate to + in the top right corner and toggle on or off what you want to see in your project.

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Manage your project settings

In the top right corner of your project, you’ll see •••. Click on this to reveal a dropdown menu with several features and options. Here’s an overview of each:
  • Share: Create web links to share data with others outside your workspace. For Enterprise workspaces, also use this to control how others can access and interact with your data.
  • Filter: Choose what and how data is displayed in your project.
  • Project name and icon: Rename your project by editing the text in this field. You can also swap the icon associated with your project.
  • Follow: Receive and manage notifications about new insights, or comments in the project.
  • Favorite: If you’re on the Professional or Enterprise plan, you will be able to favorite a project for quick and easy access in the side navigation.
  • Automation: Automate how you work with Dovetail magic features in your project.
  • Data retention: If you’re on the Enterprise plan, you will see the option to customize how long data is retained in your project for.
  • Export: Export data from your project.
  • Archive or Move to Trash: Archive your project or move project to Trash. To move a project to Trash, you must have Full access to the project.