Dovetail Browsing guide user flow

Browsing guide user flow

This user flow guides users through setting up and utilizing core features of a project management system, including customization, note organization, tagging, multimedia addition, insights c

Customizing Project

Organizing Notes

Tagging Notes

Adding Multimedia

Creating Insights

Searching Content

Dovetail customizing project screen example

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46 user flow examples

Adding to collection

52 user flow examples

Requesting early access

13 user flow examples

Creating collection

76 user flow examples

Booking experience

14 user flow examples

Securing account

18 user flow examples

Creating gift card

8 user flow examples

Creating listing

26 user flow examples

222 user flow examples

85 user flow examples

Inviting teammates

257 user flow examples

Creating template

80 user flow examples

Deleting account

127 user flow examples

Creating color palette

6 user flow examples

164 user flow examples

Setting up account

127 user flow examples

Following product tour

51 user flow examples

Creating workspace

76 user flow examples

Creating project

109 user flow examples

365 user flow examples

Setting-up Multi-factor authentication

78 user flow examples

Creating transfer

14 user flow examples

Adding new source

47 user flow examples

22 user flow examples

97 user flow examples

Canceling subscription

33 user flow examples

850 user flow examples

Removing teammate from team

45 user flow examples

5 user flow examples

Creating workflow

57 user flow examples

28 user flow examples

50 user flow examples

13 user flow examples

Setting up permissions

28 user flow examples

Verifying identity

22 user flow examples

Uploading files

65 user flow examples

Sending messages

146 user flow examples

147 user flow examples

32 user flow examples

301 user flow examples

8 user flow examples

Importing from CSV

20 user flow examples

9 user flow examples

Upgrading subscription

204 user flow examples

Adding seats to subscription

10 user flow examples

35 user flow examples

Scheduling email

13 user flow examples

Inviting contacts

24 user flow examples

Sharing feedback

43 user flow examples

Disabling Multi-factor authentication

16 user flow examples

Restoring previous version

7 user flow examples

7 user flow examples

Resetting password

143 user flow examples

Managing roles and permissions

64 user flow examples

580 user flow examples

110 user flow examples

Connecting to integration

216 user flow examples

Filtering & sorting

134 user flow examples

24 user flow examples

15 user flow examples

26 user flow examples

73 user flow examples

26 user flow examples

Commenting & reacting

86 user flow examples

448 user flow examples

115 user flow examples

Switching theme

53 user flow examples

5 user flow examples

Requesting access

14 user flow examples

12 user flow examples

Creating content

175 user flow examples

18 user flow examples

193 user flow examples

34 user flow examples

Asking Artificial intelligence

113 user flow examples

Setting up payment method

57 user flow examples

15 user flow examples

23 user flow examples

Starting interview

4 user flow examples

18 user flow examples

21 user flow examples

8 user flow examples

13 user flow examples

Filling Know Your Business (KYB) form

5 user flow examples

38 user flow examples

20 user flow examples

5 user flow examples

1 user flow example

11 user flow examples

165 user flow examples

2 user flow examples

2 user flow examples

Frequently asked questions