📌 Only members with Project permission can create projects. If you don't have this permission, the [+ Create Project] button will not be visible. Please request it from a member with Admin permission.
What Is a Project?
A project is a folder-style workspace for organizing and managing surveys. You can group surveys of a similar nature into one project, or organize surveys on the same topic by time period, making survey management more efficient.
Creating a Project
1️⃣ Create from the Projects screen.
step 1. Go to the Projects menu.
step 2. Click [+ Create Project], enter a project name, and click [Confirm].
2️⃣ Create from the Create Survey screen.
step 1. Click [+ Create Survey].
step 2. Select "Create survey in new project," enter the project name, and click [Confirm].
💡 Additional actions available from the menu
To edit or delete a survey title, you must be a member with "Full Access" in that project. If your access level is not "Full Access," the additional actions (⋮) button will not appear.
If you need to edit or delete a survey title, please ask a member with "Full Access" to do it on your behalf, or request that your access level be changed to "Full Access."
Edit title: A popup will appear where you can enter a new survey name. Enter the desired title and click [Confirm] to save.
Duplicate survey: Creates an exact copy of the selected survey. The duplicate is created with the name "(Original title) — Copy" by default.
Move: Move the survey to a different project. Survey access permissions will automatically apply to the members of the destination project.
Delete: Deletes the selected survey and moves it to the Trash, where it is retained for 90 days before being permanently deleted. Note: surveys currently collecting responses or with collection paused cannot be deleted. Please check the survey's collection status before deleting.
Open in new tab: Opens the selected survey in a new tab for separate management.
Have you confirmed how to create a project?
If you have any further questions, click the [Help Center icon] in the bottom-right corner to contact us.
