Forward Insight
May 25, 20211 min
Updated: Jun 25, 2021
[Video Instruction or follow these steps below]
Step 1: Select the “+New Project” icon at the top right of your screen.
Step 2: Next, you will select and enter a name for your Project. You should consider making this field short but descriptive.
A dialog box will appear and you will add your project name here.
Step 3: click on the “Create Project” or, if needed, click “Cancel” if you’d like to exit without saving.
Step 4: Put your project information
Name: your project name
Description: your project brief description
Default Survey: you can put your default survey for every event in the project
Start Date - End Date: select project start and end date
Step 5: Click the "Save Now" button to save your project information
Finally, once you click “Create Project” you will be able to add Teams and Users to the project.