Creating a new project is the first step in categorising and organising your research.
The short walkthrough video below details the steps in setting up a new project. Alternatively, a written explanation and screenshots are provided after the video.
To create a new project click 'Add project' from the view all projects page, give your project a title, description and if you plan to have a bespoke homepage for the project a URL. You also need to set admin rights over the whole project as well:
Details
You can set new users to the platform to 'auto join' the project - this means that anyone who creates their account via promote account, or is added to the site as a new user will automatically go into the project. If you just have one project for the main panel/community it is advisable to have 'auto join' ticked, but if you have other projects running you need to think carefully whether any projects need to have this option selected.
You can also opt to have a bespoke project page showing to users within the project by ticking 'show zone page'. This will create a blank project homepage that you then need to populate with widgets. Make sure that if you are having a project with a homepage, that this is set up before having users within the project.
Sample
An empty consumer group will automatically be created when you start your new project, you can change this and can either select from a list of existing consumer groups, or create a new consumer group:
If you opt to create a new consumer group on this page, you will get a pop-up which contains a mini select sample page. You can then follow the exact same process to create your new group as you would on the main select sample page.
Project page
If you opt to have a project homepage, you need to add widgets to this. This is done via the project page tab. This video walks through how to create a new page. Alternatively, a written description follows.
The process of adding widgets to this is the same as on the main platform homepage but you have additional branding options to have imagery shown above and/or below the main homepage widgets.
You can also edit any project homepage widgets through Back Room > Look & Feel > Widgets and then selecting the project from the page drop-down.
Tasks
New tasks can be added through the project, or through the individual research tools and making sure you select the relevant project in the sample tab. Make sure you do this before adding any users to the project otherwise they will not have any tasks to complete.