Make sense of your data

Highlight and tag project contentWatch highlight reelsVisualize your highlights using chartsSearch and filter data and tagsSummarize and present insightsShare insights with public accessComment and mention othersAnalyze NPS responsesCreate and share stories
Create new storiesAdd references to stories from searchFinding your storiesEditing your storiesSharing your storiesMaking your story privateSeeing the impact of your story
Explore your research repositoryOrganize content with the block editor
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Create and share stories

Analysis + Repository and Enterprise

This feature is only available on our Analysis + Repository or Enterprise plans. Check out our pricing page for more information about these plans.

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Stories are a way to get your whole team involved in consuming insights. You can now create beautiful, engaging reports with evidence embedded directly within. Rather than create offline reports that are immediately stale, stories have an always-live, media-rich report experience. Embed highlights to watch videos directly from the story or click to view the raw data to gain more context.

Our block editor makes it simple to organize your content to tell a compelling narrative. You can create multi-column layouts, drag and drop the content within layouts and add sticky notes to emphasize key points or takeaways. Headings and section dividers give you the ability to create a clear structure and group your insights.

You can understand the impact of your research with read receipts. In the top right corner of your story you can see which of your teammates have viewed each of your stories, as well as the total number of viewers. Stories are global, which enables you and stakeholders to uncover and categorize research themes from multiple projects, past and present. Anyone Dovetail user can create and share stories, including free viewers.

Create new stories

Start creating a new story from anywhere in the product using the global create button.

  1. Click the + Create button in the upper right corner.

  2. Click New story.

  3. Use the block editor to add new references and edit your content.

When viewing search results, you can easily add references to an existing story or create a new one by simply clicking the add to story icon in the top right corner of the reference card.

  1. Hover on the reference card.

  2. Click the Add to story icon.

  3. Name your new story or select an existing story to add the reference.

  4. Repeat this to add more references, or click Go to story on the modal in the lower right corner of your screen.

You can also bulk select and add highlights, notes, tags or insights to a story.

  1. Go to the relevant highlight, note, tag or insight page.

  2. Select all items that you would like to add to the story.

  3. Click Add to story on the modal at the bottom of the screen. Click Go to story on the modal in the lower right corner of your screen.

Finding your stories

Stories can be found in global search, the Explore, and Recent pages.

In the global search, search for the name of the story or any content within the body of the story. You can select stories under the "Everything" dropdown to only show stories.

On the Explore page, the popular feed will include Stories, along with Insights. Custom feeds can be configured to to show stories that match the query. Find out more.

On the Recent page, you'll see everything you've recently interacted with, including stories. Click on the Stories tab to show only stories.

Editing your stories

Organize content with the block editor to tell structure your stories. This editor allows you to add references to Dovetail objects, insert images and illustrations, organize content into multi-column layouts, add sticky notes, structure your story with headers and much more.

Sharing your stories

Stories can be shared by copying and sending the URL with your teammates.

  1. Click the Share button in the top right corner of the story.

  2. Click Copy link to clipboard.

  3. Share the link with your teammates.

Sharing a story.
Sharing a story.

Stories can be seen by anyone in your workspace.

Making your story private

To make a story private to only you, click on the Share button in the top right, and click the Private toggle. Only the author of the story can make a story private, or make it public again.

Seeing the impact of your story

Above the heading and cover image of a story, you can see three important numbers: views, likes, and comments. These provide an indication of the current impact of your story.


Story views are counted for each user who views the page (in either the dialog or full-page mode), up to once every 24 hours. The original author's views are not calculated in the total views.


Any user can like a story. Likes are cumulative.


Any user can comment on a story. This is a total of comments on the story itself, as well as inline comments on content within the story.

Can I share a story with those who do not have login access to our team's workspace?

At this time, no. To be able to share and view a story created in a workspace, stakeholders will need login accounts (as well as project access to the content within the story) to your Dovetail workspace. We do not yet have a public access link available, however, it is currently on our radar. 

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Matt Russell

Product Manager

Article info

Last updated 18 January 2022
4 min read

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