Jeff S.

Commented on Improving Theme Clustering and Insights Workflow B...·Posted inMethods and Craft

Jeff S.

Couple of things to keep in mind:

use count information (meaning, most frequent) to zero in on tags that are used the most and focus your highlight canvas affinity diagramming on these
If you add multiple tags to a highlight vcanvas, mix and match cluster by tag and by theme. One of my colleagues clusters by tag first and then sub-clusters by theme
potentially asking contextual chat to summarize specific selected highlights and then use that to do your own human affinitization and insight generation

Commented on Where to Find Your Downloaded Reel: A Quick Guide·Posted inCustomer Support

Jeff S.

Jazmin I found it under my Dovetail notifications - thanks!

Posted in Customer Support·

Jeff S.

Where to Find Your Downloaded Reel: A Quick Guide

Trying to download a reel but once I do, I can't find it. Here's the final dialog to confirm the download. Where can I access the downloaded reel?

1 attachment

2Comments

Commented on Sourcing Highlights from Multiple Projects in Insi...·Posted inCustomer Support

Jeff S.

👍

Commented on Sourcing Highlights from Multiple Projects in Insi...·Posted inCustomer Support

Jeff S.

Thanks, Cameron but unfortunately, I've hit a snag using this method as well. After creating a new insight and adding the references with a filter for specific projects and tag group, the highlights show up as transcripts and not actually highlights. This is an interesting option for sure. Alternatively, I know I can export the highlights for each project into Excel but then when I import into Miro, I lose the tagging categorization. I'm working with Jaycie W. on this as well.

Posted in Customer Support·

Jeff S.

Sourcing Highlights from Multiple Projects in Insight Workshop

I'm working on a meta-project to synthesize highlights across 12 different projects spread across many many folders but ALL using the same global workspace tag groups. I created a new project called "Insight Workshop" and want all of the highlights from the 12 different projects to magically be available for synthesis in this new "Insight Workshop" project. I can't figure out how to reference highlights from other projects into an existing one. I must be thinking about this in the wrong way. Alternatively, I can go into each project and export the highlights into a CSV and import into Miro and do the synthesis there. Appreciate any suggestions.

3Comments

Commented on Troubleshooting Magic Highlight Feature in Dovetai...·Posted inCustomer Support

Jeff S.

All set - thank you Jazmin for such amazing speed and on-point help

About

Bio
Title
UX Lead at Wolters Kluwer
Where to find me