Navigating Dovetail

Home is a shared team space where you can view recent projects and discover new insights created across the workspace.

Business workspaces can customize home by adding important notices, ways of working in Dovetail, and key live insight feeds.

Your work is a dedicated space for you. This is where you can star specific projects and folders, navigate quickly to those you've recently edited, or find what you've recently viewed.

Projects are where the magic happens in Dovetail. They are the main containers of your raw data, where you break down this data into key highlights and summarize these into insights.

Our full-text global search lets you find data and insights across your workspace. For an advanced search, you can leverage exact matching, semantic search, filters, and search summaries to find exactly what you need.

All users have access to search; however, they will only be able to surface content they have permission to see.

Access your account settings, connected integrations, and notifications by selecting ⚙️ Settings. If you're an admin, you can access workspace settings to manage users, billing, and security.

Get the help you need by accessing documentation, keeping up-to-date with product changes, starting your learning journey, and contacting customer support under ?.