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Projects Basic Overview

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About the Projects Page

All Qualtrics sessions begin on the Projects page – a one-stop shop listing all the XM projects you have created and those that have been shared with you. The Projects page can be accessed by opening the navigation menu on any page of the Qualtrics website and selecting Projects.

Navigation menu opened, proejcts is the first thing listed

The Projects page lets you:

Layout of the projects page

  1. Create new projects.
  2. Organize, sort, search, and view your projects.
  3. Collaborate on projects with colleagues.
  4. Identify your projects by their XM category.

Selecting Your Project Type

Before creating a project, you must understand the different types of projects available to you. When you create a project in Qualtrics, you have several options for Project Type. Each Qualtrics software solution has its own unique strengths, so the project type helps determine which software you can use.

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 Survey 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 (Site Intercept): Seamlessly integrate feedback surveys to your website with Website / App Feedback projects.
  • Dashboards Project: CX Dashboards. Display data from your surveys here.
  • 360: A 360 project. Analyze the relationships between participants who evaluate each other, and generate individualized reports for each participant.
  • Engagement: An Employee Engagement project. Participants rate their engagement with the company. They are then organized into a hierarchy that reflects their role in the company. Then use dashboard reporting to restrict each employee’s access to the results.
  • Lifecycle: An Employee Lifecycle project. Much like Employee Engagement, but without hierarchies. Allows you to automate the participants and when they receive invites. Ideal for investigating major events in an employee’s lifecycle, such as onboarding, exit, and promotion.
Warning: If you do not have access to one of these project types and would like to make a purchase or request a demo, contact your Account Executive.

Creating New Projects

A typical project consists of a survey, a distribution record, responses, and reports. To make it easy to create a new project, Qualtrics gives you five options to guide you along. You can start with:

  • Blank survey projects.
  • Copies of existing surveys.
  • Solution Templates.
  • Templates in your survey library.
  • Exported Qualtrics Survey Format (QSF) files.

The first time you login you’ll be prompted to review the Qualtrics Terms of Service and then you will see the below getting started screen. To start:

  1. Click Create new project.
    Projects page view when you have none to begin with - huge XM symbol with C, E, P, and B underneath, then a blue create new projects button
  2. Scroll through the sections or filter or search to find the type of project you’d like to create.
    Selecting the Project Type and solution in the project creation window
  3. Select from among the many project creation options, including Survey or one of the solutions offered.
  4. Click Get Started.

Go to the Creating a Project page for step-by-step examples of how to create new projects using any of these options.

Organizing, Viewing, Searching, & Sorting Projects

The Projects page displays practical, at-a-glance information to help you organize, view, monitor, track, and sort through your projects. For example:

Layout of the Projects page

  1. Track any tickets assigned to you or your team.
    Qtip: If you are a non-Brand Administrator user that has ticketing enabled on your account and you do not have any tickets assigned to you, you will not see the Follow-up section at the top of your page. This only appears once a ticket is assigned to you for the first time.
  2. View and organize projects by folder or category.
  3. Expand or collapse your projects for easy viewing.
  4. Sort your projects by various criteria, such as Project Type, Project Name, or Last Modified.
  5. Search for projects by name.
  6. View metrics summarizing your projects.

On the far-right of every project name you’ll see three dots that open the project actions dropdown menu, which will greatly facilitate your navigation of that project. From here you can activate, rename, copy, edit, translate, and delete your projects, and more.

Project Actions dropdown menu to the right of a project

Go to the Organizing & Viewing Your Projects page for step-by-step examples of how to get the most value and power out of the Projects page. On this page you will go through:

  1. The project actions dropdown menu’s options.
  2. The organization of your folders and categories.
  3. The sorting and searching of your projects.

Collaborating On Projects

Collaborating on projects is as easy as clicking Collaborate from the project actions dropdown menu.

Collaborate option in the project dropdown menu

If your account has the proper permissions, you can collaborate with:

  • Individuals inside your organization.
  • Groups within your organization.
  • Collaborators outside your organization.
Qtip: Don’t have the ability to collaborate with any of these? Reach out to your Brand Administrator.

To begin collaborating, enter a colleague’s email address in the Collaborate popup menu.

Collaborate pop up window
You determine the security level of the projects you share. You can designate full or limited access.

  • Full access rights: Allows collaborators unrestricted access (while still protecting your account information).
  • Limited access rights: The Collaborate on Project popup menu lets you customize access to specific collaborator needs.

Collaboration permissions pop up menu

For example, translators may be limited to “Edit” permissions only while their “Activate/Deactivate” and “Distribute” permissions are disabled.

When people invite you to collaborate, their projects will show up in your Projects page. There is even a folder called Shared with Me to help you find these projects quickly.

Shared with Me folder in the folder pane on the left

Qtip: If you would like to transfer a copy of a survey to another Qualtrics account, see our Import & Export Surveys page for more information.

Navigate to the Collaborating on a Project page for step-by-step examples of how to collaborate on projects.