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Organizing & Viewing Your Projects

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About Organizing & Viewing Your Projects

To make organizing and sorting your projects easier, you have a number of options available in the Projects page, such as custom folders, advanced sorting, and more.

Understanding Folders in the Projects Page

Think of the Projects and Programs folder as your outermost folder, the foundation of your Projects page. From here, you can find any project you haven’t categorized into a deeper folder, in addition to all the folders that you have created.

An image taken inside the projects and programs section of the projects page

Example: Notice how in the image above, the list of projects and folders you see when you click Projects and Programs matches the same list of folders in the pane to the left. Now let’s click the “Specific feature tests” folder and see what’s inside.

Image of inside a folder, the left pane and middle results match

Now we can see the two folders nested inside this one.

As you travel through the folders of your projects page, the breadcrumb bar along the top will reflect your folder path. You don’t just have to use the pane to the left to navigate; you can also use this top bar to go back a few folders, if you want.

Image of the breadcrumb bar along the top of the page

For more information on how to navigate the projects page, see the guide on the Projects Basic Overview.

The search bar on the Projects page can locate items by name, owner, and response type. Any terms that match your search will be bolded. You can also paste a survey ID into the search bar to find a project.

"Sat" is searched in the bar, making only surveys with "sat" in the title appear - such as CSAT and Satisfaction surveys

The search bar will return projects, programs, and even folders. The search bar will only narrow down results for the folder you’ve selected. If you want to search all projects, programs, and folders, make sure you have Projects and Programs selected to the left.

Qtip: Columns do not have to be displayed to be searched.

Filtering Projects

In addition to the search bar, there are also two helpful filters located in the upper-left.

In the projects page on the left; the leftmost filter says "all project types," the one to its right says "all statuses"

  • Project types: Search by the types of projects you have created in your account. You can select one type at a time. For more information on all the project types available, see Selecting Your Project Type.
  • Project statuses: Search by project status. Please keep in mind that these can vary both by the statuses and types of projects you currently have created in your account.
    Example: You have selected a folder where none of the projects are closed, so you cannot filter by closed projects.
Qtip: Both of these filters narrow down results in the folder you have selected. If all of your projects are sorted into folders, and you have Projects and Programs selected, you would not necessarily see any results that match your filters, because you’d only be narrowing down a list of folders.

Displayed Columns and Sorting

You can adjust the columns of information you have displayed on your Projects page. You can sort by any of these columns once they’re added simply by clicking the column’s name. You can sort by ascending or descending for every column available.

List of columns

Please note that not all projects have data for each of the columns listed below. When there is no data, you will see a dash (  ) instead.

  • Project name: Always visible. When used to sort, arranges your projects alphabetically by name.
  • Status: A project’s activation status (new, active, or closed).
  • Responses: The total number of responses recorded for your project so far (includes both completed responses and incomplete responses that have been closed). There will not be a value if you have not yet collected responses or activated your project.
  • Type: Sort your projects by the type they are; e.g., survey, FrontlineFeedback, Dashboards, and more.
  • Owner: The project’s owner.
  • Group: The groups the project has been shared to. Note that when sorting by group, you may see the same survey more than once if it’s shared with more than one group. In addition, starring will star all instances of the survey across groups.
  • Last modified: When your projects were last modified.
  • Creation date: When your projects were created.

How to add and remove columns

Click the gear on the far-right of the column names. Click column names to select or deselect them.

Gear open with several columns selected

Starred Content

Make it easier to find your key projects by starring them!

Click on the star to the left of a project to add or remove it from your starred content.

On the left, navigate to Starred to see every item you’ve starred on the Projects page.

Folders Pane

You can organize projects by clicking, dragging, and dropping them into any folders you’ve created.

Default Folders

There are three default folders:

Leftmost pane of projects page with starred, shared with me, and projects and programs folders

In addition to the three default folders, you can create custom folders and subfolders to organize your projects. Don’t limit yourself—go ahead and create all the folders, subfolders, and sub-subfolders you’d like!

To add and use custom folders

  1. Navigate to the Projects page.
    Navigation menu opened, projects is the second thing listed
  2. Click the Create new folder button.
    Create New Folder under folders list in lefthand pane of Projects page
  3. Give your folder a name.
  4. Place existing items into the folder by clicking and dragging them to the folder, then dropping them in.
    Project becomes tiny as it is dragged to the folder on the left
Qtip: You can nest folders by dragging a folder and dropping it into another one. To hide nested folders, click on the arrow to the left of the main folder’s name.
Nested folders with dropdown arrows

Folder Options

For custom folders, you can perform the following actions by clicking the gear next to the folder’s name:

  • Rename folder: Edit the name of the folder.
  • Create sub folder: Create a new subfolder within the selected folder.
    Qtip:  You can create up to five layers of subfolders.
  • Delete folder: Delete this folder and any subfolders, automatically moving all contents to the default “Projects and Programs” folder.

Three dots dropdown options next to folder name

Warning: As a Brand Administrator, if you transfer surveys from one account to another, keep in mind that any folders that the surveys were in will not transfer with the survey. If you decide to transfer a survey back to the original account, the surveys will be placed back in the folders in which they were before.

Project Actions

Every project has a project actions menu located in a dropdown to the far-right. These options allow you to access different aspects of the project or perform different actions directly from the Projects page.

Project Actions dropdown menu to the right of a project

  • Activate/Close: Enable or disable a project’s ability to actively collect new responses.
  • Collaborate: Invite others Qualtrics users to collaborate on a survey with you.
  • Rename project: Edit the name of your project. See more on project names.
  • Copy project: Copy the project to your account, one of your libraries, or another user’s account (note that this user’s account must be within your organization).
    Warning: When you copy a project, you copy more than just the questions in the survey. You also copy survey flow elements, survey options, Look & Feel settings, and more. For example, if a survey has an expiration date, and that project is copied, the new survey created as a copy will also have that same expiration date.
  • Edit survey: Navigate to the Survey tab to make changes to your survey.
  • Preview survey: See your survey the way a respondent would see it on a desktop or mobile device.
  • Translate survey: Translate your survey into multiple languages.
  • Distribute survey: Navigate to the Distributions tab to access distribution options for your survey.
  • Data & Analysis: Navigate to the Data & Analysis tab and view individual response entries.
  • View reports: Navigate to the Reports tab and view aggregate data from your survey.
  • Delete project: Delete your project (note that deleted projects cannot be recovered, so you’ll be asked to confirm this decision).
  • Reveal in Folder: Navigate to the folder the project is stored in. This option won’t appear if you project hasn’t been sorted into a folder or if you’re in the project’s home folder.

This list covers the actions available to survey projects. Other project types, such as EmployeeXM projects, Conjoints, MaxDiff, and Website / App Feedback, may have different list of project actions, or a limited number of these actions available to them.

Qtip: Are any of these options greyed out? The person who invited you to collaborate on the project probably didn’t give you full access to every collaboration permission. Contact the survey owner to gain access. See the Collaborating on a Project support page for additional troubleshooting.

Renaming a Project

  1. Click the dropdown menu to the right of the project you want to rename to access the project actions.
    Rename Project option from dropdown arrow
  2. Choose Rename project.
  3. Edit the project name.
    Text box to enter project name
  4. Hit Enter or click out of the name field to save.

Deleting a Project

  1. Click the dropdown menu to the right of the project you want to delete.
    Selecting Delete Project from the actions dropdown
  2. Select Delete project.
  3. Read the warning.
    Delete Project window

    Attention: Be sure you don’t need any data or reports from this project. They will be irretrievable once the project is deleted.
  4. Select All data related to this project will be permanently deleted.
    Qtip: In order to verify that all data has been permanently deleted, please reach out to your Brand Administrator. Brand Administrators, see Right to Erasure for more information.
  5. Click Delete project.