Create a Project
Projects group related opportunities, guides, and recordings together for organized research management.
Projects are the primary way to organize your research within an organization. Each project contains its own opportunities (opportunities), research guides, and interview recordings.
Creating a Project
Navigate to your organization
From the dashboard, make sure you're in the correct organization using the switcher in the top-left.
Create a new project
Click the New Project button. Provide a name and optional description for your project.
Set project context
Optionally add a research context that describes the goals of this project. This context is used alongside the organization context to help the AI moderator conduct more relevant screening interviews.
What Projects Contain
Each project has its own:
| Section | Description |
|---|---|
| Opportunities | Opportunities and tasks you create for participants |
| Guides | Research guides with discussion scripts and stimulus materials |
| Recordings | Interview recordings and transcripts from completed opportunities |
| Settings | Project-specific configuration |
Organizing Your Research
Here are some common ways to structure projects:
- By product area - one project per product you're researching (e.g., "Mobile App", "Checkout Flow")
- By research phase - group by stage (e.g., "Discovery", "Validation", "Post-Launch")
- By team - if different teams run independent research, give each their own project
- By client - for agencies running research on behalf of clients
Project Settings
Each project has its own settings page where you can:
- Update the project name and description
- Set project-level research context
- Archive the project when research is complete