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Creating a Project

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About Creating a Project

A project consists of a survey, distribution record, and collection of responses and reports. You can create a new survey project from scratch, from a copy of an existing survey, from a template in your survey library, or from an exported QSF file.

Attention: It is not currently possible to copy an XM Solution project.

Browsing the Catalog

Qtip: The catalog is currently in preview. It will be available to all users starting March 31, 2021.

The catalog is where you can find all the different types of projects you can create in your Qualtrics account. You can always get to the catalog in one of two ways:

Catalog from hamburger dropdown upper-left, and then the create a project button upper-right of projects page

  1. From the top-level navigation, select Catalog.
  2. From the Projects page, click Create a new project.

Along the top, you can use the product categories to narrow down what options you have to choose from. There are a lot of different things you can pick from in the catalog, and what you see will depend on your license and your account permissions.

Qtip: To get access to features you don’t have, talk to your Brand Administrator. They can either adjust your permissions if it’s a feature your brand has already purchased, or they can reach out to your brand’s Account Executive if you are interested in upgrading your license.

A gif that scrolls through the catalog and shows all the available options

  • Projects from scratch: Create a new project without starting from a template. This is where you’ll find options such as Surveys, Dashboards, Website & App Feedback, Frontline Feedback, Imported Data, and more. See a list of project types.
  • Programs: When you create a program, it can come with a whole host of pre-built projects, such as expert-designed surveys, dashboards, and intercepts, all in one container with key metrics highlighted on the first page.
  • Guided projects: These are more complex than templates in that they take you through the survey creation, distribution, and reporting process process step-by-step. The content in guide projects are based on industry-standard research designs and perfected by subject-matter experts. These used to be called XM Solutions.
  • Project templates: Instead of starting with a blank project, you can also start with a Qualtrics template. These pre-made projects provide a starting place for Experience Management, with content developed by subject-matter experts.
Qtip: Sometimes not all available templates or guided solutions will be listed at once – click the See all button to expand the list.

Creating a New Survey Project

Blank survey projects are surveys you build from scratch.

  1. Navigate to the Projects page by clicking the XM logo or clicking Projects on the top-right.
    Create Project button in Projects Page
  2. Click Create new project. 
  3. Choose either CoreXM or your desired XM category.
    Colorful icons along the top of the page. Below that, written small, the survey option
  4. Click Survey.
    Qtip: If you don’t select a folder, the project will fall in the default “Uncategorized” folder. You can always move your survey to a different folder later on. See our Organizing Your Projects page for more information about folders and subfolders.
  5. Enter a name for your survey.
    Naming your project in the project creation window
  6. Click Get Started.

After clicking “Get Started,” you’ll be taken to the Survey tab where you can begin adding questions to your survey.

For most people, you will want to make sure CoreXM is selected when you create a project, but you can select Survey in almost any category you have access to. The category you choose for your survey cannot be changed later. It is there for you to organize your projects by theme. These categories also allow you to access other softwares, such as CX Dashboards (under CustomerXM) or Engagement projects (under EmployeeXM).

Creating from a Copy

Attention: It is not currently possible to copy an XM Solution project.
  1. Navigate to the Projects page by clicking the XM logo or clicking Projects on the top-right.
    Create Project button in Projects Page
  2. Click Create new project. 
  3. Choose either CoreXM or your desired XM category.
    Colorful icons along the top of the page. Below that, written small, the survey option
  4. Click Survey.
  5. Name the copy.
    From a Copy option in Create From Existing menu
  6. Select From a Copy.
  7. Choose the survey you would like to copy.
  8. Click Get Started to finish.

After clicking Get Started, you’ll be taken to the Survey tab where you can begin editing your survey.

Qtip: Copied surveys will retain all the same settings as the original survey. This includes expiration dates, partial completion durations, Look & Feel settings, etc.

Qtip: You can copy a project to an other user’s account in your organization by using the project actions menu.

Creating from the Survey Library

You can copy a survey from a library and use it as a template for your new project. You can copy from your personal library, your organization’s library, and the Qualtrics Library (which contains many ready-to-use surveys).

Qtip: To learn more about libraries, view our Library Overview and Survey Library pages.
  1. Navigate to the Projects page by clicking the XM logo or clicking Projects on the top-right.
    Create Project button in Projects Page
  2. Click Create new project. 
  3. Choose either CoreXM or your desired XM category.
    Colorful icons along the top of the page. Below that, written small, the survey option
  4. Click Survey.
  5. Name the new survey.
    From a Library option
  6. Select From Library.
  7. Choose the library the survey you want to copy is saved to.
    • Personal Library: Choose from one of your own surveys.
    • Group Library: Choose from surveys owned by a group.
    • Qualtrics Library: Choose from surveys within the Qualtrics database. Choose the library from which you want to pull the survey.
  8. Choose the survey you want to copy.
  9. Click Get Started.
Qtip: You can also use surveys in your library as reference surveys.

Creating from a File

Any Qualtrics user can let you make a duplicate of their survey by giving you the survey’s QSF file. The QSF file acts as the survey template – it contains all the same settings, but none of the collected data. If you need to move a survey to a different account or duplicate a colleague’s project without getting access to the original, this method is great for you.

Before you can upload a survey to your Qualtrics account, you or the survey’s owner needs to get you the QSF file of the survey. See the linked support page for more instructions.

  1. Navigate to the Projects page by clicking the XM logo or clicking Projects on the top-right.
    Create Project button in Projects Page
  2. Click Create new project. 
  3. Choose either CoreXM or your desired XM category.
    Colorful icons along the top of the page. Below that, written small, the survey option
  4. Click Survey.
  5. Name the survey.
    From a File option in Create from Existing menu
  6. Select From a File.
  7. Click Choose File to browse for your survey file.
  8. Click Get Started.

After clicking “Get Started,” you’ll be taken to the Survey tab where you can begin editing your survey.

Qtip: Imported surveys will retain all the same settings as the original survey. This includes expiration dates, partial completion durations, Look & Feel settings, etc.
Qtip: To learn more about importing survey files, visit our Importing and Exporting Surveys page.

Creating Projects from XM Solutions

Solutions help you build questions and blocks based on information you set, such as product names or the method you’d like to use to collect information. The question structures used in Solutions are based on industry-standard research designs and perfected by subject-matter experts.

Solutions are different from Templates, in that Templates create a survey for you, whereas Solutions take you step by step through the survey creation, distribution, and reporting process. You can look through a list of Solutions in the XM Marketplace.

  1. Navigate to the Projects page by clicking the XM logo or clicking Projects on the top-right.
    Create Project button in Projects Page
  2. Click Create new project. 
  3. Select the product line.
    Scrolled down to see lists of projects. Each one says XM Solution on it with a full-color graphic image. They are larger than the tiny survey or dashboards or other standard project selections
  4. Scroll down and select the solution that suits you most. Projects will be labeled XM Solution.
  5. Name your project.
  6. Read the Summary for a general overview of the solution’s purpose and Features to get an idea of what’s pre-built for you.
    Naming a project. Description underneath this field
  7. Click Get Started.
    Qtip: Don’t want to use this Solution? Click the back arrow on the top-left of the window instead to go back to the Solution list.
  8. You will land on the Overview tab. This is where the Solution will guide you through the major steps of the project, including survey creation, distribution, and reporting.
    Overview tab has a black toolbar along the top with steps. Blue button in the middle center
  9. There will be a description of the first step you are about to complete. Click Get Started to start building your project.
  10. Fill out the fields. These components will vary based on the Solution you selected, and come with detailed descriptions of their purpose.
    Set Up window, all white, none of the tabs or toolbars. Descriptions above each field
  11. When finished, click Finish.
  12. As you click the blue buttons on the Overview tab, you will be taken through the steps of the project.
    Tabs along the top for survey, actions, distributions, etc. Black toolbar. Blue button

    Qtip: Did your survey preview not appear? Make sure your browser doesn’t block pop-ups on Qualtrics.
  13. Use the toolbar along the top if you ever need to go back a step.
  14. Steps will automatically advance as you complete the guided workflow. Some steps allow you to click Mark as Done to finish a step and move onto the next without completing the step’s recommended action.
  15. Use the tabs along the top if you’d like to edit components not included in the primary step. For example, you can go to the Survey tab to edit the survey theme and add demographic questions, whereas you can go to the Distributions tab to download an distribution history for emails you’ve sent.
Qtip: When you return to the Overview tab and select Reconfigure, a warning will appear. Changes to the setup of the XM Solution will wipe the survey structure and custom reports. Because of this, the previous data may be invalidated, meaning certain data may be lost or reformatted. Once invalidated, data cannot be restored to its original state. You should only reconfigure your XM Solution if you are absolutely sure you want to risk losing your previously collected data (e.g., all of your data is test data; or you’ve exported your data and saved your custom reports, and don’t need that content to be accessible in Qualtrics anymore).
On Overview tab, after clicking blue reconfigure on right-middle of page, warning pops up in center

Guide

When you edit an XM Solution, you’ll notice a menu labeled Guide open on the right. This menu contains the same steps as the Overview tab, guiding you through the XM Solution while you are on other sections of the project.

Survey editor open with Guide menu on the right

You can perform several functions with this guide:

Guide menu with functions numbered

  1. The checkmark is meant to function similarly as the Mark as Done option in the Overview. As you perform tasks in Qualtrics, these boxes will check themselves to indicate they are finished. You can also click the circle next to a task to check it off your list.
  2. Click a header to expand and collapse its content.
  3. Click the links to start performing that function in Qualtrics. For example, clicking Preview Survey takes you to your survey’s preview.
  4. Click the X to close the menu and the button on the topmost-right to open it again.

Creating from a Template

Instead of starting with a blank project, you can also start with a Qualtrics template. These pre-made projects provide a starting place for Experience Management, with content developed by subject-matter experts.

  1. Navigate to the Projects page by clicking the XM logo or clicking Projects on the top-right.
    Create Project button in Projects Page
  2. Click Create new project. 
  3. Choose from the templates listed at the bottom.
    List of Templates in Core XM Create Project Menu
  4. Fill out the appropriate information. Some templates only ask that you name them, while other will ask for more details, such as company names or administrator emails.
    Text box to enter name
  5. When you’re ready, click Get Started

For Templates that ask for additional information, you can edit this at any time. Simply navigate to the Project Fields section at the top of the survey editor.

Option to replace template fields

Project Types

Warning: This section discusses premium features. If you do not have access to one of these features and would like to make a purchase or request a demo, contact your Account Executive.

When you create a project in Qualtrics, you have several options for project type. Each Qualtrics software has its own unique strengths, so the project type helps determine which software you can use.

Project Type Symbols

Product line list and symbols you see along the top when you open the create a project modal

See Learn the XM Platform for all symbols and the project types that can be created in each.

Qtip: You can sort your projects by project type!

List of Projects

If you need help further distinguishing between the software solution used to make your projects, look at the grey text below the project name. This subheader will specify the software solution you are using.

Two projects of different types - Survey and Dashboards Project

  • Survey: Surveys are exactly what they sound like. Each one will have Distributions, Data & Analysis, and Reports tabs. The platform where you customize surveys is treated as synonymous with “CoreXM,” because surveying your chosen population is at the core of conducting meaningful research.
  • Imported Data: If you don’t want to create a survey before importing data to Stats iQ for analysis, you can create a standalone Stats iQ project.
  • Website / App Feedback: Seamlessly integrate feedback surveys to your website with Website / App Feedback projects.
  • Dashboards Project: CX Dashboards. Display data from your surveys here.
  • Engagement: Empower every leader in your organization with insights on the engagement of their workforce, drivers that will have the most impact on employee engagement, and action planning tools to drive improvement. Participants can be organized into a hierarchy that reflects their role in the company. These hierarchies can then be used in dynamic dashboard reporting to filter data automatically based on a participant’s place in that hierarchy.
  • Lifecycle: Continuously measure and act on employee feedback across lifecycle touch points such as onboarding, exit, and promotion. Allows you to automate the invitation and participant upload process.
  • Ad Hoc Employee Research: Perform impromptu research to quickly gauge employee feedback and share it with your team. Ask about benefits offerings, recent employee process changes, or other one-off feedback opportunities. You can even add actions to your workflow to alert the right stakeholders’ of employee feedback, or set up simple dashboards to share with your team.
  • 360Conduct 360 assessments with flexible form development, real-time reports, and process management. Here, you can establish the relationships between participants evaluating each other and generate individualized reports for each participant.
  • Conjoint: Conjoint analysis is a market research technique used to identify consumer preferences and evaluate the product trade-offs they would make. Our choice-based model allows your respondents to provide feedback so you can easily narrow down the types of packages and products you should offer.
  • MaxDiff: MaxDiff (Maximum Difference) is an advanced survey research technique that is used to obtain preference and importance scores for multiple items. This is done by presenting respondents with samples of the full list of items you wish to assess, and then having them mark the items they prefer the most and the items they prefer the least in each set.
  • Frontline Feedback: Collect, organize, and prioritize suggestions from users in your Qualtrics license.
  • Assorted XM Solutions: When you create an XM Solution, its name will appear as the project type – for example, “Pricing Study (Gabor Granger)” or “Brand Tracker.”

FAQs