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. 

You can still add or remove stages during an ongoing project. A stage cannot be removed if it has already been started, and you cannot add a stage that precedes one that has already been started. 

To add or remove stages, click on the 'Project settings' icon on the main project dashboard and then select or deselect the desired stages.

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