The Project List is where you will find a repository of all your projects. Think of it as the library or collection of your consultations. It is also the main place you need to visit to begin a new consultation.

From the Project list, you will be able to filter through your projects via published, draft, and archived status. You can also get key information about each project such as the visibility, date published as well as the aware, informed, and engaged numbers.

To access the project list, in the side navigation bar, click on Projects. The Projects page with the projects list is displayed on your screen. 

Add new project

The Projects page is also where you can add a new project or duplicate an existing one. When you click on the Create Project button, you will immediately be taken to the project management screen to set up your new project.

You can duplicate a project by clicking the button Duplicate. This action will take you through a couple of steps to select the existing project that you would like to duplicate. Read the article on Project Cloning for the detailed steps.

Note: Duplicating an existing project is great if you already have a project whose layout you'd like to copy. You can choose the different elements of the project that you wish to copy like the banner, project image, tags, tool content, settings, etc. The widget content is not carried across and will have to be entered manually.

Contact our support team if you need any further assistance via chat or email support@engagementhq.com