Creating and editing a project

Once a client account has been added to the Lucid Marketplace, a new project must be created. Within the Marketplace, a project holds one or more surveys that were sold to the client as a unit.

To avoid duplicates across multiple surveys, see creating a survey group for more information.

Create a new project

1. Navigate to one of the following locations:

   1. Click on the projects tab at the top.

   2. New projects are created on the admin > projects page.

2. Click the create project button.

3. Enter the required fields.

   Required fields (marked with an asterisk) are name, client, and status.

   

4. Click save.

   To add the project to your survey, navigate to the details page and locate the project in the dropdown list. Select save.

Editing project details

1. Search for the name of the project you wish to edit.

2. Click the project name. The project details page displays.

3. Edit desired fields, and click save.