Workspaces on the Standard plan and above can have more than one project. Each project has its own surveys, maps, and members, so you can split your work by client, catchment, or programme and share each part with just the people who need it. See Sharing Data with Partners and Stakeholders for more on why you might do this.
Who Can Do This#
Workspace Admins and Owners, in workspaces on the Standard plan and above. If you’re on a different plan, please get in touch (see Contact Us).
How to Create a Project#
- Go to the Workspace Admin page, using the button on your workspace home page or the link at the top of the sidebar.
- Click the Projects tab, then click Add.
- Choose a Project Template. The template decides which survey forms and maps the project has, so choose the one that matches the kind of survey you’ll be collecting.
- Give the project a Name. The Alias is the part of the project’s web address that identifies it; it’s filled in for you, but you can change it.
- Click Save.
What to Do Next#
Your new project is empty, and it is private: only Workspace Admins and the people you add to it can see it. Next:
- Add people. Add people who are already in your workspace from the workspace members list (see Adding People to Projects and Teams), or invite new people by email (see Invite New Project Members). Make at least one person a Project Coordinator if you want someone other than the Workspace Admins to look after it.
- Move in any existing surveys. If the surveys you want in this project are in another one, use Moving and Copying Surveys.
- Decide who can see it. If you want everyone in your workspace to be able to view the project, give it workspace visibility. See Change a Project’s Name, Alias, and Visibility.