Create new project


To create a new project, select 'Create project' from the Main panel and add some relevant details:

  • Project name

  • Project due date (optional)

  • Folder (optional)

  • Project configuration

You can set a standard workflow (i.e. Title and abstract screening followed by Full-text screening), but you may also customise your workflow and select among four stages according to your preferences and needs.


Restrictions: To create a project you must have an Admin or Owner role in the tool. To change the standard workflow, you have to be Owner in the organization and set it up in the Organization settings. 


New project creation panel with project details and configuration sections



For a visual explanation of the process of creating a new project, please watch the video below:  

 



RELATED ARTICLES   

  1. Permission model overview - Project and organization roles
  2. Introduction to projects management 
  3. Organization settings  

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