Why are new projects not created in the opened folder location by default? (and other UI stuff) | XM Community
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As someone with 300+ surveys, a background in UX, and teaching Qualtrics to researchers and students, I have a two gripes related to the ‘new’ interface. I was hoping they would get ironed out over time, but no luck so far. I'm not sure where else to post them, so I hope this is the right place..

  • In the Projects view, after navigating to a certain folder and ‘create project’, the new project is not created by default in the opened folder. Instead the main folder is the default. This is very counter intuitive and goes against prior experience with pretty much any other folder based navigator. It's especially misleading because the button itself is located in the same section as the breadcrumb trail.
  • It also takes way too many clicks all in different locations, to simply start a new project from scratch, which is what 99% of the surveys in academic research requires. Right now it is 1) click on ‘create project’ button in the top right. 2) click on the Survey box in the top left. 3) click on “Get started” at the bottom left 4) Reset the folder location, and then click on “create project” in the bottom middle. This really makes to process much more laborious than it needs to be.

The first seems like an easy fix to me, the second could be fixed with: a ‘start from scratch” button in the projects view or a “get started” button in the Survey tile in the Create a project view.

 

Cheers,

 

Kerwin

 

 

I agree, we might have to open ticket with Qualtrics support team or discuss with CSM or submit an idea of improvement. 

What I do for this is to have a blank survey project that I use a Template. Then from the Projects page, I use the project options (ellipses off to the right underneath Gear icon) to "Copy project". This creates a new survey project in 2 clicks and defaults to the same Folder location as the Template survey.

Hello @kjfolfers, If you haven't already, I’d recommend posting this in on Evolve, our new product ideation program. 😁 If you’re not sure how to post your idea, check out our Product Ideation Overview and our Create an Idea post.

What I do for this is to have a blank survey project that I use a Template. Then from the Projects page, I use the project options (ellipses off to the right underneath Gear icon) to "Copy project". This creates a new survey project in 2 clicks and defaults to the same Folder location as the Template survey.

I like this idea, at least for larger folder. For smaller ones it would still involve creating a template for every folder I guess.

 

Hello @kjfolfers, If you haven't already, I’d recommend posting this in on Evolve, our new product ideation program. 😁 If you’re not sure how to post your idea, check out our Product Ideation Overview and our Create an Idea post.

 

Will do!

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