How Often Should The Project Team Download A New Template From The Da Dashboard?

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About Creating a Project

A project consists of a survey, distribution record, and drove of responses and reports. You can create a new survey project from scratch, from a copy of an existing survey, from a template in your survey library, or from an exported QSF file.

Attending: It is not currently possible to copy a guided solution project.

Browsing the Catalog

The catalog is where you can find all the dissimilar types of projects yous can create in your Qualtrics account. You can ever become to the itemize in 1 of three ways:

From the top-level navigation, select Catalog.
From the Projects page, click Create project.
From the homepage, clickCreate a new project.

Along the side, yous can employ the filter groups to narrow downward what options you accept to choose from. In that location are a lot of unlike things you tin can option from in the itemize, and what y'all see will depend on your license and your account permissions. Clicking on an particular will filter the itemize to display merely the projects that meet that criteria. You lot tin can click on boosted items to farther narrow the available options. Items will be grayed out if they cannot be combined with your current filter criteria. Y'all tin likewise apply the search office to search projects by keyword.

available filter groups in the catalog

Bachelor Filter Groups

Blazon: The type of project.
What you're measuring: The audience being measured (e.g., Customers, Employees, Website and app visitors).
Department: The department that is being measured (e.grand., Customer feel, Homo resources, IT).
Apply instance: The goal for the project (east.thou., Brand tracking, Market research, Workplace experience).
XM category: The production category (e.g., BrandXM, CoreXM, CustomerXM).
What'southward included: What is included in the projection (e.grand., Guided setup, Pre-built dashboard).

Qtip: Selecting items from different filter groups volition narrow your search, equally only projects that meet all of your selected criteria volition be displayed. Selecting items from the same filter group volition broaden your search. In the screenshot below, the catalog will display both CoreXM and EmployeeXM projects. multiple filters selected in the projects catalog

Qtip: To get access to features you don't accept, talk to your Brand Administrator. They can either conform your permissions if it'southward a feature your brand has already purchased, or they can accomplish out to your brand'south Account Executive if you lot are interested in upgrading your license.

a GIF of scrolling through the catalog to get a feel of the different available projects

Projects from scratch: Create a new projection without starting from a template. This is where you'll find options such equally Surveys, Dashboards, Website & App Feedback, Frontline Feedback, Imported Data, and more. Encounter a list of projection types.
Programs: When you create a program, it can come with a whole host of pre-built projects, such as expert-designed surveys, dashboards, and intercepts, all in one container with fundamental metrics highlighted on the first page.
Guided projects : These are more complex than templates in that they take yous through the survey creation, distribution, and reporting process process stride-by-footstep. The content in guide projects are based on industry-standard research designs and perfected by subject-matter experts. These used to be chosen XM Solutions.
Project templates : Instead of starting with a bare project, you tin can also kickoff with a Qualtrics template. These pre-made projects provide a starting place for Feel Management, with content adult by field of study-matter experts.

Qtip: Sometimes non all available templates or guided solutions volition exist listed at once – click the Run across all button to expand the list.

Creating a New Survey Project

Blank survey projects are surveys you build from scratch.

Click the global navigation in the top-left, next to the XM logo.
Select Itemize .
Choose either CoreXM or your desired XM category.
ClickSurvey. This project type is institute in the "Projects from scratch" department of the Catalog.
Qtip: When created, the project will fall in the default "Uncategorized" binder. You can always move your survey to a different binder after on. See our organizing your projects page for more information about folders and subfolders.
ClickGet started.
Enter a Name for your survey.
Choose Create a blank survey project.
Click Create project.

Later on clicking "Create projection," you'll exist taken to the Survey tab where yous tin can begin calculation questions to your survey.

For most people, yous will desire to brand sure CoreXM is selected when yous create a project, just you can select Survey in most whatsoever category y'all have access to. The category yous cull for your survey cannot be inverse later. It is in that location for yous to organize your projects by theme. These categories also let yous to access other softwares, such as CX Dashboards (nether CustomerXM) or Engagement projects (under EmployeeXM).

Creating from a Re-create

Attention: It is not currently possible to copy a guided solution projection.

Click the global navigation in the tiptop-left, next to the XM logo.
Select Itemize .
Choose either CoreXM or your desired XM category.
ClickSurvey. This projection blazon is establish in the "Projects from scratch" section of the Catalog.
ClickGet started.
Enter a Proper noun for the re-create.
Select Copy a survey from an existing project.
Cull the survey you would like to copy.
Click Create project to terminate.

Subsequently clicking "Create project," you'll be taken to the Survey tab where y'all tin can brainstorm editing your survey.

Qtip: Copied surveys volition retain however settings as the original survey. This includes survey availability dates, incomplete survey response settings, look and feel settings, etc.

Qtip: Yous can copy a project to an other user's account in your organization past using the project actions carte du jour.

Creating from the Survey Library

You can copy a survey from a library and use it as a template for your new project. You can re-create from your personal library, your organization's library, and the Qualtrics Library (which contains many ready-to-use surveys).

Click the global navigation in the top-left, next to the XM logo.
Select Catalog .
Choose either CoreXM or your desired XM category.
ClickSurvey. This projection type is found in the "Projects from scratch" section of the Catalog.
ClickGet started.
Enter a Name for the new survey.
Select Use a survey from your library.
Cull the library the survey you desire to copy is saved to.
- Personal library: Cull from one of your own surveys.
- Group library: Choose from surveys owned by a group.
- Qualtrics library: Choose from surveys within the Qualtrics database. Choose the library from which you want to pull the survey.
Choose the survey yous desire to copy.
Click Create project.

Creating from a File

Whatsoever Qualtrics user tin can allow you brand a indistinguishable of their survey by giving you the survey'southward QSF file. The QSF file acts equally the survey template – it contains all the same settings, merely none of the collected information. If you need to movement a survey to a unlike account or duplicate a colleague's project without getting access to the original, this method is great for y'all.

Before you can upload a survey to your Qualtrics account, you or the survey'due south possessor needs to get yous the QSF file of the survey. Come across the linked support page for more instructions.

Click the global navigation in the summit-left, next to the XM logo.
Select Itemize .
Choose either CoreXM or your desired XM category.
ClickSurvey. This project type is found in the "Projects from scratch" section of the Itemize.
ClickGet started.
Enter a Name for the survey.
Select Import a QSF file.
Click Choose File to browse for your survey file on your estimator.
Click Create projection.

After clicking "Create projection," you'll exist taken to the Survey tab where you tin begin editing your survey.

Qtip: Imported surveys will retain all the aforementioned settings as the original survey. This includes survey availability dates, incomplete response settings, look and feel settings, etc.

Creating Projects from Guided Solutions

Solutions help you build questions and blocks based on information you ready, such equally product names or the method you lot'd like to use to collect information. The question structures used in solutions are based on manufacture-standard research designs and perfected past field of study-matter experts.

Solutions are unlike from templates, in that templates create a survey for you, whereas solutions accept yous step by pace through the survey creation, distribution, and reporting procedure. Yous tin can wait through a listing of solutions in the XM Marketplace.

Click the global navigation in the top-left, side by side to the XM logo.
Select Catalog .
Select the desired product line.
Scroll downwards to the Guided projects section of the Catalog.
Select the project you desire to use. Make sure to read the project summary so you know what's included and the best use case for the projection.
ClickGet started.
Name your project.
ClickCreate projection.
Fill out the fields. These components will vary based on the solution you selected, and come with detailed descriptions of their purpose.
When finished, clickFinish.
One time the initial setup is completed, use the Guidance panel on the right mitt side to continue setting upward your project.
To advance through the Guidance console, follow the steps shown and click the blue buttons to continue.
Use the tabs along the pinnacle if yous'd like to edit components not included in the principal step. For example, you can go to the Survey tab to edit the survey theme and add together demographic questions, whereas you tin get to the Distributions tab to download an distribution history for emails you've sent.

Guidance

When you edit a guided solution, you'll find a menu labeledGuidance open on the right. This menu will guide you through the solution while you are on other sections of the project.

the guidance panel open on the right side of the survey builer

You can perform several functions with this guide:

a zoom-in of the guidance panel. the different aspects are numbered

The checkmark shows y'all steps that you've already completed. Equally you perform tasks in Qualtrics, these steps will check themselves to indicate they are finished. You can also click Done in a section to mark it as complete.
Click a header to expand and collapse its content.
Click the links to outset performing that function in Qualtrics. For example, clicking Preview Survey takes you lot to your survey'due south preview.
When finished with a section, clickWashed to exist automatically brought to the side by side.
Sections yet to be completed will have a lock symbol. You demand to complete previous steps earlier completing the locked steps.
Click theX to close the menu and the button on the topmost-right to open up information technology again.

Creating from a Template

Instead of starting with a blank project, y'all can likewise start with a Qualtrics template. These pre-made projects provide a starting identify for Experience Management, with content developed by discipline-matter experts.

Click the global navigation in the tiptop-left, next to the XM logo.
Select Itemize .
Select the desired product line.
Scroll down to the Project templates department of the Catalog.
Select the template you want to apply. Read the console on the right hand side to make sure it's the project template you want to use.
ClickBecome started.
Fill up out the appropriate information. Some templates only ask that you proper noun them, while other will ask for more details, such every bit company names or administrator emails.
When y'all're prepare, click Create projection.

For templates that ask for additional information, you lot can edit this at any time. Just navigate to the Project Fields department at the top of the survey editor.

the project fields block in the survey editor for a template

Project Types

Warning: This department discusses premium features. If you exercise non have access to ane of these features and would similar to brand a purchase or request a demo, contact your Account Executive.

When you lot create a projection in Qualtrics, you lot take several options for projection type. Each Qualtrics software has its own unique strengths, so the projection type helps determine which software you can use.

Encounter Selecting Your Project Type.

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