Enabling your team

This course is ideal for researchers and research ops teams in a manager or contributor role ready to scale their practice. Ensure the quality of your team's work by understanding roles, workspace tags, and project templates.

Lessons

Bring your team in

Learn about workspace roles and how to invite your team into Dovetail.

Last updated11 September 2023

Duration3 min

Organize projects with folders

Learn how to structure your team's work with folders.

Last updated6 September 2023

Duration5 min

Connect themes across projects with workspace tags

Learn how to connect related data and build upon wider themes across your organization.

Last updated7 November 2023

Duration4 min

Segment data consistently with workspace fields

Learn how to organize and categorize data across projects and teams in the workspace.

Last updated21 September 2023

Duration4 min

Craft your team taxonomy

Learn how to craft your taxonomy in Dovetail by watching our webinar and following key steps in our guide.

Last updated21 September 2023

Duration35 min

Standardize projects with templates

Learn how to use templates to establish best practice and standardize projects for your team in the workspace.

Last updated30 August 2023

Duration4 min

Create a project template for customer interviews

Apply what we've learned to build a project template for conducting customer interviews.

Last updated20 September 2023

Duration5 min