Create Project#

We can create a new project by navigating to Projects in the main menu and then clicking on Create button on the project list.


If we have Researcher role we also have a Create Project widget on our dashboard right after logging in. We can click on Create button there, too.

Based on our instance configuration, we can create the new project from a project template, custom, or both.


Different options how to create a project.#

From Project Template#

There are many options how to create and configure a project, such as what knowledge model or document template to use. Project templates are prepared projects by data stewards with possibly pre-selected knowledge models and document templates, they can have some pre-filled answers, comments and TODOs as well.

So if there are any project templates created in our instance, we can use them to have a smoother start of our project. We just need to give our project a name and choose the project template from offered options.


If there are no project templates available or we don’t want to use them, we can choose to create a custom project. We need to give our project a name again, but this time we choose a knowledge model from offered options.

This will create an empty project with only the selected knowledge model and we need to configure everything (such as a document template) ourselves.