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P1 - Create a new project (video)

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.



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