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Project Management

You can manage projects directly from the General Dashboard using the project menu. From this menu, you can perform key actions such as renaming, deleting, cloning, marking as favourite, and managing project tags. These options allow you to organise, update, and control your projects without opening them.

Create a Project​

Requirements​

  • You must have the ProjectAdmin role.

Steps​

  1. Log in to your account — you are redirected to the General Dashboard, where all your projects are listed.
  2. Click Create Project in the top-left corner.
  3. Enter the following project details:
    • Project Title — Enter the project name.
    • SMS Sender ID — Used for sending SMS notifications. Defaults to SNAToolbox.
    • Project Category — Select one of the following:
      • Fixed Population — The target population is predetermined (e.g., a known list of company employees).
      • Snow Ball — Starts with a seed population that can introduce additional participants, expanding the study over time (e.g., COVID medical research).
    • Outgoing Email Address — Used for sending emails such as invitations and reminders.
    • Project Theme — Choose a colour theme to distinguish this project from others.
    • Project Image — Upload an image (optional).
    • Description — Add additional project details (optional).
  4. Click Create — you are redirected to the Surveys page by default.

Access a Project​

  1. Log in to your account — you are redirected to the General Dashboard, where all your projects are listed.
  2. Open a project using one of the following options:
    • Grid view — Click the project card.
    • List view — Click Open next to the project.
note

If you are a member of only one project, you may be redirected directly to the Surveys page of that project by default.

Rename a Project​

  1. From the General Dashboard, locate the project.
  2. Click the three-dot menu on the project card.
  3. Click Rename.
  4. Enter a new project name.
  5. Click Rename to confirm.

Delete a Project​

  1. From the General Dashboard, locate the project.
  2. Click the three-dot menu on the project card.
  3. Click Delete.
  4. In the confirmation dialog:
    • Enter the exact project name.
    • Click Delete.
note

You must enter the exact project name to enable the Delete button.

caution

Deleting a project permanently removes all associated data. This action cannot be undone.

Mark or Remove a Project as Favourite​

  1. From the General Dashboard, locate the project.
  2. Click the three-dot menu on the project card.
  3. Click Mark as Favourite to add it, or Remove Favourite to remove it.
  4. Favourite projects appear in the Favourite Items section in the left sidebar.