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How to Copy Highlights from Multiple Projects for Analysis in Canvas View

Avatar of arminaarmina
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hello 👋 i can’t figure it out right now in the tool, but i don’t want to believe it’s not possible to do, so question: for desk research purposes, my team wants to review and analyse highlights from across different projects in the canvas view — they really prefer the clustering capabilities in the canvas view of the highlights. i assumed you can go to the global tag board and select all relevant highlights and copy them to the overview project, but it looks like you can only Add to insight, Copy text or Share externally… ❓ how do you copy highlights from other projects into one project for further analysis? i understand the workaround is adding all relevant highlights to an insight, but if you have a lot of insights, that’s a really unpleasant experience to analyse (we’ve done it before 😭 )

3 comments

  • Avatar of Raymond Tiong
    Raymond Tiong
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    This is a great question, I want to follow this thread to see how people use Dovetail for desk research (very important!). I'd be interested to know if there's a way to ensure copying insights won't duplicate them. I want to keep the repository clean (i.e. no duplicates) but allow a variety of people to manipulate things as they wish.

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  • Avatar of armina
    armina
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    as far as i know, there’s no way to copy without duplicating, but a workaround we use (for insights or notes) is to create “secret” projects that are only visible to the UXR team, for example (so. limit the sharing access to the wider audience). this way only the UXR team sees the duplicates, not the general audience

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  • Avatar of Danielle Morris
    Danielle Morris
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    Is there any plan to be able to add highlights from other projects on the canvas? My team is also wanting to do this (not for desk research), we don't want to duplicate and pull over the whole note, and we want to access it on the canvas, not the insights page.

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