01a - How to create a new project

A project in Research Studio is basically a project folder where you can have multiple documents together. This might be

  • Questionnaires
  • Data sets
  • Other documents, e.g. Excel files, pictures, PDF files etc.

A project can be shared with other users within you organisation - and may even be shared with other stakeholders outside your organisation.

To create a new project from the start page, click the "Create" in the top right corner:

You will now go through a three step wizard. 

(Note: All these steps may be changed at a later stage.)

  1. General settings
    1. Project name (compulsory)
    2. Description (optional)
    3. Tags (searchable keywords, optional)
  2. Access control
    1. Private
    2. Company (default, everyone with access to Research Studio in your company have access)
    3. Custom (Select users from drop-down list who should have access)
  3. Branding - the look and feel of your project on the start page (optional)
    1. Upload and select an image (Should be a smaller icon)
    2. Select a colour for your project ID

Then select "Create". The project is now ready