New project experience features: A closer look

Since we released our new project experience, we’ve gotten some great feedback from you all as you set up and launch projects in the new flow. Here’s a closer look at some of the new features to help get you acquainted with the new workspace:

👥 Add collaborators in draft mode

Loop in teammates or stakeholders to review your screener survey, incentives, participant emails, and more before launch. To add collaborators, click on the icon in the top right corner. Invite people by entering their email address and setting their view/edit permissions.

🤝 Collaborate with project notes

‍Discuss research set-up details with your team directly in the workspace. Teammates can easily leave comments or suggestions during the draft phase so everything is ready to go at project launch.‍

🕵️ Edit projects after launch‍

Need to make changes to an active project? No problem—it’s easy to edit details post-launch and make adjustments as you go. Simply return to the Research design section of the workspace to make any edits, such as updating the requested number of participants or incentive amount.‍

📆 Automatic group scheduling‍

On a project with multiple collaborators? We can handle all the calendar logistics with automatic scheduling. UI will find team-wide availability, get sessions booked, and take care of the calendar invites, reminders, and meeting links. To set up auto-scheduling for your team, navigate to the “Session attendance, location, and scheduling” section under the Research activity tab. From here, you can connect your calendars, set preferences, and set collaborator attendance.

📧 Improved team email templates‍

When your team is creating email templates, you’ll now have rich text editing capabilities as well as an improved interface to insert email variables. Learn more about all of the collaboration features in UI.