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Creating a New Project

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A project is a container for a research study. It holds your participants, tasks, sessions, and synthesis work.

Projects move through a lifecycle: Draft → Active → Completed → Archived

  1. From the Dashboard, click New Project.

  2. Enter the Project Name and Description.

  3. Select the Research Mode:

    • Moderated: Live sessions with a facilitator guiding the participant. You can use an external meeting app (Zoom, Teams, Meet) for recording or enable browser-based recording. This mode is ideal when you need to probe deeper into participant behavior, ask follow-up questions, and gather rich qualitative feedback.

    • Unmoderated: Self-guided sessions where participants complete tasks independently. By default, the unmoderated mode uses browser-based recording to capture screen, audio, and interaction data automatically. This mode is ideal for larger sample sizes, geographic distribution, and when participants prefer flexibility in scheduling.

    Image showing the dashboard overview

  4. Select the Status.

    • Draft: Initial setup and configuration
    • Active: Currently conducting research
    • Completed: Research phase finished, synthesis in progress
    • Archived: Study closed, available for reference

  5. Enter the Start Date and End Date (optional but recommended for timeline tracking).

  6. Add tags for organization (e.g., "Q1-2025", "Mobile", "Checkout Flow").

    tip

    Tags help you track and view NPS and SUS trends (Trend Analysis) for all participants in the team's Active and Completed projects.

  7. Click Next. Then select the Recording Method, which determines how participant sessions will be recorded.

    Image showing the dashboard overview

  8. Configure what participants are required to share during sessions.

  9. Click Create Project.