How to Create a Project

Projects help you organize related Guides into a single workspace, making it easier to manage research activities and associated Guides.

Projects are available on Pro and Enterprise plans. Project Limits, Branding, and Members are available on Enterprise plans only.

Create a Project

To create a new Project:

Navigate to Projects from the main navigation menu.
Select + NEW PROJECT.

Projects page with Projects sleected in the main navigation menu and + NEW PROJECT button highlighted.

Enter a Project Name.
Select NEXT.

Create New Project screen showing a Project Name entered and the NEXT button highlighted.

Edit Project

After you select NEXT, the Project is created, and the Edit Project screen opens. You can optionally add a description and configure additional Project settings using the available tabs.

Edit Project screen showing the available project settings and the DONE button highlighted.

Changes made on the Edit Project screen are saved automatically shortly after you finish editing.

When you're finished, select DONE to open the Project Overview.

Project Overview showing the Customer Feedback Research project and its Guides section.

For more information about editing a Project, see How to Edit a Project.