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Creating Projects

Learn how to create a research project and invite collaborators.

Prerequisites​

Before creating a project:

  • Complete your profile
  • Ensure you have permission to create projects
  • Prepare project details and documentation
  • Obtain ethical approval (if required)

Create a New Project​

Step 1: Basic Information​

  1. Click Projects in navigation
  2. Click Create New Project
  3. Enter project details:
    • Project Title - Clear, descriptive title
    • Description - Detailed project overview
    • Research Objectives - What you aim to achieve

Step 2: Project Classification​

Specify:

  • Subject Area - Primary research field
  • Specialization - Specific sub-field
  • Project Type - Research category
  • Keywords - For discovery (5-10 recommended)

Step 3: Project Parameters​

Configure:

  • Project Stage - Planning, Data Collection, Analysis, etc.
  • Methodology - Research approach
  • Start Date - When project begins
  • End Date - Expected completion
  • Joining Deadline - Last date to join team

Step 4: Team Requirements​

Define what you need:

  • Experience Level - Required expertise
  • Accepting Junior Researchers - Yes/No
  • Mentorship Available - Yes/No
  • Team Size - Expected number of members

Step 5: Additional Details​

  • Multi-Site Project - Yes/No
  • Institution(s) - Participating institutions
  • Ethical Approval - Upload documentation if required
  • Funding Information - If applicable
  • Cloud Storage - Google Drive or OneDrive links

Step 6: Submit for Approval​

  • Review all information
  • Click Submit Project
  • Wait for approval (if required by institution)
  • Receive notification when approved

Project Settings​

Visibility​

  • Public - Discoverable by all users
  • Institutional - Only your institution
  • Private - Invite-only

Team Management​

  • Open to Join Requests - Accept applications
  • Invite Only - Manual invitations only

Notifications​

  • Enable team notifications
  • Set update frequency
  • Configure alert preferences

Inviting Team Members​

Invite Researchers​

  1. Go to your project page
  2. Click Team tab
  3. Click Invite Members
  4. Search for researchers
  5. Select role:
    • Co-Investigator
    • Team Member
    • Observer
  6. Add personal message
  7. Send invitation

Manage Join Requests​

When users request to join:

  1. Review their profile
  2. Check expertise match
  3. Accept or decline
  4. Provide reason if declining

After Project Creation​

Once your project is created and approved:

  1. Set up your Kanban board
  2. Create initial tasks
  3. Invite team members
  4. Add project documents
  5. Set up calendar milestones
  6. Begin collaboration

Best Practices​

Clear Description​

  • Explain project purpose clearly
  • List specific objectives
  • Describe expected outcomes
  • Include methodology overview

Realistic Timeline​

  • Set achievable deadlines
  • Include buffer time
  • Account for approval processes
  • Plan for unexpected delays

Team Building​

  • Identify needed expertise
  • Diverse skill sets
  • Clear roles and responsibilities
  • Open communication from start

Next Steps​