© Dovetail Research Pty. Ltd.
TermsPrivacy PolicyFields are metadata that help you consistently structure and visualize project data - like spreadsheet headers. They live on your Dovetail notes and insights to help build on the sort and filter experience within project views, charts, search, and feeds.
Managers and contributors can use note fields to capture information like research method, interview date, usability testing scores, segment, and Net Promoter Score. With insight fields, you can capture information like product area, team, key themes, confidence level, and criticality of your findings.
When you add a new field to a note or insight, it will also be added to all other notes or insights in that project. This will allow you to capture information consistently across your notes and easily filter, sort, and locate your data.
Fields are located within the note sidebar and can be opened by pressing the field icon.
To add a new field, click + New field, set a title, and select a field type from the dropdown list.
To add a field to your insights, open an insight and click + New field. Then, you can set a title and select a field type.
We currently support the following field types in notes and insights:
Text – Any text characters, up to a maximum of 300
Number – Any positive or negative integer
Date – Any date in the format YYYY-MM-DD
Checkbox – A toggle switch for true / false
URL – Any valid website link or URL
Single select