Authors
Benjamin Humphrey
Co-founder / CEO
Bradley Ayers
Co-founder / CTO
Brian Swift
Head of Product
Chris Doble
Lead Developer
Christopher Manouvrier
Principal Developer
David Richard
Lead Developer
Kai Forsyth
Product Marketer
Liz Ross
Marketing Manager
Lucy Denton
Senior Product Designer
Matt Davidson
Software Engineer
Help homeThe basics

The basics

Need help getting started with Dovetail? You’ve come to the right place. Get your teeth stuck into informative articles covering everything from how to organize your projects and analyze data to advanced features like extensions and templates.

First things first

An overview of projects
How to use the project readme
Take notes and upload data
Transcribe video and audio
Format your notes and transcripts
Formatting and keyboard shortcuts
Add structured data with fields
Manage participants with People

Make sense of your data

Highlight and tag project content
Watch highlight reels
Visualize your highlights using charts
Search and filter data and tags
Summarize and present insights
Comment and mention others
Analyze NPS responses

Organize your data and tags

Copy, move, and delete content
Manage multiple highlights on a tag
Tag across projects with extensions
Migrate tags to an extension
Create reusable project templates
Restore deleted things from trash

Your account

Manage project notifications
Belong to multiple workspaces
Change your password
Unlock your account
Troubleshooting login
Receiving emails from Dovetail

Get help

Can’t find what you’re looking for? Search through our articles or contact our support team and get a response within 24 hours.

Get help