Organizing & Viewing Your Projects

About Organizing & Viewing Your Projects

There are several options available in the Projects page to make organizing and sorting your projects easier, such as custom folders, advanced sorting, and more.

Understanding Folders in the Projects Page

Think of the Projects and Programs folder as your outermost folder, or the foundation of your Projects page. From here, you can find any project you haven’t categorized into a deeper folder, in addition to all the folders you’ve created.

As you travel through the folders of your projects page, the breadcrumb bar along the top will reflect your folder path. You don’t just have to use the pane to the left to navigate; you can also use this top bar to go back a few folders, if you want.

For more information on how to navigate the projects page, see the guide on the Projects Basic Overview.

Searching Projects

The search bar on the Projects page can locate items by name, owner, and response type. Any terms that match your search will be bolded. You can also paste a survey ID into the search bar to find a project.

The search bar will return projects, programs, and even folders. The search bar will only narrow down results for the folder you’ve selected. If you want to search all projects, programs, and folders, make sure you have Projects and Programs selected to the left.

Filtering Projects

In addition to the search bar, there are 2 helpful filters located in the upper left.

• Project types: Search by the types of projects you have created in your account. You can select 1 type at a time. For more information on all the project types available, see Selecting Your Project Type.
• Project statuses: Search by project status. Please keep in mind that these can vary both by the statuses and types of projects you currently have created in your account.
  Example: You have selected a folder where none of the projects are closed, so you cannot filter by closed projects.

Displayed Columns and Sorting

You can adjust the columns of information you have displayed on your Projects page. You can sort by any of these columns once they’re added simply by clicking the column’s name. You can sort by ascending or descending for every column available.

Available Columns

Please note that not all projects have data for each of the columns listed below. When there is no data, you will see a dash ( – ) instead.

• Project name: Always visible. When used to sort, arranges your projects alphabetically by name.
• Status: A project’s activation status (new, active, or closed).
• Responses: The total number of responses recorded for your project so far (includes both completed responses and incomplete responses that have been closed). There won’t be a value if you have not yet collected responses or activated your project.
• Type: Sort your projects by their type, e.g., survey, FrontlineFeedback, Dashboards, and more.
• Owner: The project’s owner.
• Group: The groups the project has been shared to. Note that when sorting by group, you may see the same survey more than once if it’s shared with more than 1 group. In addition, starring will star all instances of the survey across groups.
• Last modified: When your projects were last modified.
• Creation date: When your projects were created.

Adding and removing columns

Click the gear on the far-right of the column names. Click column names to select or deselect them.

Starred Content

Starring your key projects makes it easier to find them. Click the star to the left of a project to add or remove it from your starred content.

On the left, navigate to Starred to see every item you’ve starred on the Projects page.

Folders Pane

You can organize projects by clicking, dragging, and dropping them into any folders you’ve created.

Default Folders

There are 3 default folders:

• Starred: See all the projects you’ve starred.
• Shared with me: See all the projects other users have invited you to collaborate on.
• Projects and Programs: See all the projects, programs, and folders in your account you haven’t categorized into other folders.

In addition to the 3 default folders, you can create custom folders and subfolders to organize your projects. Don’t limit yourself—go ahead and create all the folders, subfolders, and sub-subfolders you’d like!

Adding and using custom folders

1. Navigate to the Projects page.
   
2. Click the Create new folder button.
   
3. Give your folder a name.
4. Place existing items into the folder by clicking and dragging them to the folder, then dropping them in.
   

Qtip: You can nest folders by dragging a folder and dropping it into another one. To hide nested folders, click on the arrow to the left of the main folder’s name.

Folder Options

For custom folders, you can perform the following actions by clicking the gear next to the folder’s name:

• Rename folder: Edit the name of the folder.
• Create sub folder: Create a new subfolder within the selected folder.
  Qtip:  You can create up to 5 layers of subfolders.
• Delete folder: Delete this folder and any subfolders, automatically moving all contents to the default “Projects and Programs” folder.

Survey Project Actions

Every project has a project actions menu located in a dropdown to the far-right. These options allow you to access different aspects of the project or perform different actions directly from the Projects page.

The following is a list of actions available to survey projects:

• Activate/Close: Enable or disable a project’s ability to actively collect new responses.
• Collaborate: Invite others Qualtrics users to collaborate on a survey with you.
• Rename project: Edit the name of your project. See more on project names.
• Copy project: Copy the project to your account, a library, or another user’s account (note that this user’s account must be within your organization).
  Warning: When you copy a project, you copy more than just the questions in the survey. You also copy survey flow elements, survey options, Look & Feel settings, and more. For example, if a survey has an expiration date, and that project is copied, the new survey created as a copy will also have that same expiration date.
• Edit survey: Navigate to the Survey tab to change your survey.
• Preview survey: See your survey the way a respondent would see it on a desktop or mobile device.
• Translate survey: Translate your survey into multiple languages.
• Distribute survey: Navigate to the Distributions tab to access distribution options for your survey.
• Data & Analysis: Navigate to the Data & Analysis tab and view individual response entries.
• View reports: Navigate to the Reports tab and view aggregate data from your survey.
• Delete project: Delete your project (note that deleted projects can’t be recovered, so you’ll be asked to confirm this decision).
• Reveal in Folder: Navigate to the folder the project is stored in. This option won’t appear if your project hasn’t been sorted into a folder or if you’re in the project’s home folder.

This list covers the actions available to survey projects. Other project types, such as Employee Experience projects, Conjoints, MaxDiff, and Website / App Feedback, may have different list of project actions, or a limited number of these actions available to them.

Renaming a Project

1. Click the drop-down menu to the right of the project you want to rename to access the project actions.
   
2. Choose Rename project.
3. Edit the project name.
   
4. Hit Enter or click out of the name field to save.

Deleting a Project

1. Click the drop-down menu to the right of the project you want to delete.
   
2. Select Delete project.
3. Read the warning.
   
   Attention: Be sure you don’t need any data or reports from this project. They’ll be irretrievable once the project is deleted.
4. Select All data related to this project will be permanently deleted.
   Qtip: To verify that all data has been permanently deleted, please reach out to your Brand Administrator. Brand Administrators, see Right to Erasure for more information.
5. Click Delete project.

Copying a Survey Project

You can copy a survey project right on the Projects and Home pages. This modal also lets you copy projects to your library or to another user’s account.

1. Open the Projects or Home page.
   
2. Click the dropdown next to the project you want to copy.
   
3. Select Copy project.
4. Under Copy to, decide from the following:
   
   • Account: Create a copy of the project in your account.
   • Library: Save a copy of the survey to your library.
   • User: Share a copy of the project with another user.

Copy to account

Give the project a name and choose a folder to save it in. Once you’re finished, click Copy project.

Copy to library

If you use similar surveys, blocks, or questions repeatedly, you can store templates of these in your library for later use. Saving content to your library is a great way to help minimize repetition in your work.

See Copying a Survey to the Library to learn more.

Copy to user

You can create a copy of your survey in another user’s account. The other user will own this copy and can edit it independently of the original. You will not have access to the copy unless the new owner shares it with you.

You don’t have to own a project to copy it to another user’s account. In other words, you can copy projects that you’ve been invited to collaborate on.

1. Name the project.
   
2. Search for the user you want to share with.
   Qtip: It’s usually best to search by an email address.
3. Select the user.
   Qtip: You can only select 1 user at a time.
4. Click Copy project.
   

FAQs