Dovetail Course for UX Research Online October 9, 2026

Getting Started with Dovetail

Familiarize with Dovetail's interface and foundational features for UX research

• Introduction to Dovetail
  • Overview of Dovetail as a UX research platform.
  • Key benefits for researchers and teams.
• Navigating the Dovetail Interface
  • Understanding the workspace: projects, notes, tags, and insights.
  • Customization options to tailor the workspace to your needs.
• Creating and Managing Dovetail Projects
  • Setting up new projects with appropriate structures.
  • Importing and organizing various data types: notes, audio, video, and transcripts.
  • Utilizing templates to standardize research processes

Advancing Your Analysis using Dovetail

Develop advanced analytical skills to extract meaningful insights from research data gathered using Dovetail.

• Tagging and Theming
  • Creating and managing a hierarchical tagging system.
  • Applying tags to identify patterns and themes across datasets.
• Utilizing Fields for In-Depth Analysis
  • Setting up custom fields to capture specific data attributes.
  • Filtering and sorting data using fields to uncover trends.
• Analyzing Diverse Data Sources
  • Approaches for handling different data types: text, audio, video, and survey responses.
  • Leveraging Dovetail's tools for comprehensive analysis.

Crafting Shareable Findings with Dovetail

Learn to create compelling and actionable insights using Dovetail that effectively communicate research outcomes.

• Summarizing Findings
  • Writing clear and concise insights.
  • Linking evidence such as quotes and media to support insights.
• Creating Visual Reports
  • Designing dashboards and visualizations to represent data effectively.
  • Utilizing storytelling techniques to engage stakeholders.
• Sharing and Exporting Insights
  • Collaborating within Dovetail by sharing projects and reports.
  • Exporting findings to various formats (PDF, CSV, slides) for broader dissemination.

Answering Questions with Dovetail

Utilize Dovetail's features to address specific research queries and inform decision-making.

• Navigating the Insights Hub
  • Exploring and searching within the insights repository.
  • Utilizing filters and search functions to find relevant data.
• Synthesizing Information
  • Combining insights from multiple projects to answer complex questions.
  • Identifying trends and patterns across datasets.
• Making Data-Driven Decisions
  • Translating insights into actionable recommendations.
  • Presenting findings to inform product and design strategies.

Enabling Your Research Team

Set up Dovetail to enhance team collaboration and standardize research practices.

• Onboarding Team Members using Dovetail
  • Inviting users and assigning roles within the workspace.
  • Providing training resources and support for new users.
• Standardizing Research Processes
  • Creating and utilizing project templates for consistency.
  • Establishing tagging conventions and analysis frameworks.
• Managing User Permissions
  • Setting access levels to protect sensitive information.
  • Monitoring activity to ensure data integrity.

Managing Your Dovetail Insights Hub

Maintain a secure, organized, and efficient insights repository within Dovetail.

• Structuring the Insights Hub
  • Organizing insights for easy navigation and retrieval.
  • Implementing naming conventions and metadata tagging.
• Ensuring Security and Compliance
  • Managing Personally Identifiable Information (PII) within projects.
  • Implementing data retention policies and compliance measures.
• Authentication
  • Setting authentication methods.
  • Reviewing user access and permissions.