The Project Start Wizard is a streamlined way for Unlimited plan members to launch projects directly from the Discuss platform. This article explains who can use the wizard, how it works, and how it fits into your project workflow.
Who Can Use the Project Start Wizard?
The Project Start Wizard is available to organization members who are seated as Researchers on any Unlimited subscription.
All other users (such as Flexpot or Ad Hoc) should use the quote form. Learn how to submit projects via the Quote Form here.
How to Start a New Project
To launch a new project using the wizard:
- Log into your Discuss account.
- Click the “+New Project” button in the top-right corner of your dashboard.
- Or, go directly to: https://app.discuss.io/project/create
Once inside the wizard, you’ll be prompted to:
- Enter the project name
- Choose the subscription that this project should be linked to.
- Assign your team
- Configure project settings
After completing the wizard, your project will be created. You can then:
- Schedule sessions
- Add respondents
- Set up your research workflow
Choosing a Subscription (For Researchers Working Across Organizations)
If you work with multiple organizations, you’ll be asked to choose the subscription the project should be tied to. This choice is final and cannot be changed later.
To create an Ad Hoc project instead, choose “None”. This will open the Quote Form
Agency Partners: To access a client’s subscription, the client’s organization admin must add you as a seated member. Learn how.
Methodology and Settings Page Behavior
If your selected methodology is not Human-Led, you can skip the settings configuration step during the New Project flow. Otherwise, the settings will appear as part of the setup process.
Project Settings
You can configure several default settings during the New Project workflow. These can also be edited later in the Project Settings page.
- Primary Market and Language of Respondents
This setting determines the default market and language for all new sessions created in the project. When a market is selected, its primary language will be automatically applied. You can override the language if needed.
The selected market and language will auto-fill in the session creation flow but can be changed on a per-session basis. You can also update the default values later from the Project Settings page.
- Preferred Markets and Languages
You can designate multiple preferred markets and languages. These preferences influence how markets and languages are displayed when scheduling sessions or setting up Self-Paced Activities—preferred items will appear at the top of dropdown lists, saving time during setup.
- Primary Live Interview Type
This setting establishes the default interview type (e.g., individual interviews, group discussions) for new sessions. You can modify this setting for each session as needed. The default can be changed at any time from the Project Settings page.
- Primary Live Conversation Translation Type
This setting controls the default translation type (e.g., consecutive, simultaneous, none) for live interviews. It is automatically selected when creating new sessions, but like other settings, it can be adjusted per session or changed globally from the Project Settings page.
Live Support Enabled
- Live Support Not Included in Subscription
For customers on the Unlimited Pro plans, Live support will be disabled by default. If you are on a Pro plan and wish to create a project with live support, you can open the quote form to request a new project that includes live support.
- Live Support Included in Subscription
For customers on Unlimited Premium plans, Live Support will be enabled by default. If you do not wish to use Live Support for a project, you can deselect the setting to disable Live Support. This can be re-enabled at any time. When Live Support is enabled, this service will be automatically applied to all new sessions created in a project.
If you have any questions or requests regarding the support for your project, you can reach out to our support team through this support form
Important Note: If Live Support is enabled for a project with sessions that have already been scheduled, Live Support will not be automatically added to those sessions. Please contact us using the following support form to have our customer care team add Live Support to sessions already scheduled. Our team does need at least 24 24-hour' notice to add Live Support to a session.
Default Project Features
All new projects include the following features by default:
- Self-Captures
- Consent Forms
- Personal Meeting Room
- Respondent Hub
Adding Services After Creating the Project
Immediately After Project Creation
If you’re on Premium+ or higher, the wizard will prompt you to complete the Quote Form. Relevant fields will auto-populate from your project settings. These include:
- Project
- Markets
- Languages
After the Project Has Been Created
If a member would like to add services to the project after it’s already been created, they will be able to do so from the Overview page. We have added a new informational box where researchers can see whether a service request has been made. If one has been submitted, they can see who submitted it and their assigned project manager from this page.
Need Help?
If you have any questions or need support, contact our support team.