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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 a guided solution project.

Browsing the Catalog

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 three ways:

  1. From the top-level navigation, select Catalog.
    Global navigation is opened and "Catalog" is selected
  2. From the Projects page, click Create project.
    Picture of button in upper-right of Projects page
  3. From the homepage, click Create a new project.
    Picture of button on bottom-left of homepage

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. You can also use the search function to search projects by keyword.

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 of scrolling through the catalog to get a feel of the different available projects

  • 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. Click the global navigation in the top-left, next to the XM logo.
    Showing the global navigation menu in the upper-left and the Catalog option, listed third
  2. Select Catalog
  3. Choose either CoreXM or your desired XM category.
    selecting the survey project and clicking get started
  4. Click Survey. This project type is found in the “Projects from scratch” section of the Catalog.
    Qtip: When created, 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. Click Get started.
  6. Enter a Name for your survey.
    giving the project a name
  7. Choose Create a blank survey project.
  8. Click Create project.

After clicking “Create project,” 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 a guided solution project.
  1. Click the global navigation in the top-left, next to the XM logo.
    Showing the global navigation menu in the upper-left and the Catalog option, listed third
  2. Select Catalog
  3. Choose either CoreXM or your desired XM category.
    selecting the survey project and clicking get started
  4. Click Survey. This project type is found in the “Projects from scratch” section of the Catalog.
  5. Click Get started.
  6. Enter a Name for the copy.
    giving the project a name and selecting a project to copy from
  7. Select Copy a survey from an existing project.
  8. Choose the survey you would like to copy.
  9. Click Create project to finish.

After clicking “Create project,” 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 survey availability dates, incomplete survey response settings, look and 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. Click the global navigation in the top-left, next to the XM logo.
    Showing the global navigation menu in the upper-left and the Catalog option, listed third
  2. Select Catalog
  3. Choose either CoreXM or your desired XM category.
    selecting the survey project and clicking get started
  4. Click Survey. This project type is found in the “Projects from scratch” section of the Catalog.
  5. Click Get started.
  6. Enter a Name for the new survey.
    giving the project a name and selecting the library to base the survey on
  7. Select Use a survey from your library.
  8. 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.
  9. Choose the survey you want to copy.
  10. Click Create project.
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. Click the global navigation in the top-left, next to the XM logo.
    Showing the global navigation menu in the upper-left and the Catalog option, listed third
  2. Select Catalog
  3. Choose either CoreXM or your desired XM category.
    selecting the survey project and clicking get started
  4. Click Survey. This project type is found in the “Projects from scratch” section of the Catalog.
  5. Click Get started.
  6. Enter a Name for the survey.
    giving the project a name and selecting a QSF to import
  7. Select Import a QSF file.
  8. Click Choose File to browse for your survey file on your computer.
  9. Click Create project.

After clicking “Create project,” 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 survey availability dates, incomplete response settings, look and feel settings, etc.
Qtip: To learn more about importing survey files, visit our importing and exporting surveys page.

Creating Projects from Guided 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. Click the global navigation in the top-left, next to the XM logo.
    Showing the global navigation menu in the upper-left and the Catalog option, listed third
  2. Select Catalog
  3. Select the desired product line.
    the product lines at the top of the catalog
  4. Scroll down to the Guided projects section of the Catalog.
    in the guided projects section of the catalog, selecting a project and clicking get started
  5. Select the project you want to use. Make sure to read the project summary so you know what’s included and the best use case for the project.
  6. Click Get started.
  7. Name your project.
    giving the solution an name and clicking create project
  8. Click Create project.
  9. Fill out the fields. These components will vary based on the solution you selected, and come with detailed descriptions of their purpose.
    setting up the solution fields and clicking finish
  10. When finished, click Finish.
  11. Once the initial setup is completed, use the Guidance panel on the right hand side to continue setting up your project.
    using the guidance panel on the right to navigate, or using the top tabs
  12. To advance through the Guidance panel, follow the steps shown and click the blue buttons to continue.
  13. 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.

Guidance

When you edit a guided solution, you’ll notice a menu labeled Guidance open on the right. This menu will guide you through the solution while you are on other sections of the project.

the guidance panel open on the right side of the survey builer

You can perform several functions with this guide:

a zoom-in of the guidance panel. the different aspects are numbered

  1. The checkmark shows you steps that you’ve already completed. As you perform tasks in Qualtrics, these steps will check themselves to indicate they are finished. You can also click Done in a section to mark it as complete.
  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. When finished with a section, click Done to be automatically brought to the next.
  5. Sections yet to be completed will have a lock symbol. You need to complete previous steps before completing the locked steps.
  6. 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. Click the global navigation in the top-left, next to the XM logo.
    Showing the global navigation menu in the upper-left and the Catalog option, listed third
  2. Select Catalog
  3. Select the desired product line.
    the product lines at the top of the catalog
  4. Scroll down to the Project templates section of the Catalog.in the project templates section of the catalog, selecting a template and clicking get started
  5. Select the template you want to use. Read the panel on the right hand side to make sure it’s the project template you want to use.
  6. Click Get started.
  7. 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.
    giving the template a name
  8. When you’re ready, click Create project.

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.

the project fields block in the survey editor for a template

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.

See Selecting Your Project Type.

FAQs