Projects are a really handy way to keep related steers together. Perhaps you want to group all steers about a certain product, or maybe you'd rather keep your steers organised by project phase, like concept screening, packaging, pricing and so on.
You can find Projects in the sidebar on the left-hand side of your screen when you log in. Create new projects by clicking + Add new project and typing a name for your project.
To edit or delete an existing project hover over the project name, then click the pencil icon (to edit) or the bin icon (to delete).
When creating a new steer you will see an option at the bottom of the page to add it to an existing project or create a new project.
If you want to add multiple existing steers to a project, use the card view (by clicking All Steers or one of the other options in the menu bar).
Each steer you see on the page will have a selector (white circle) in the upper left corner. With this, you can select multiple steers at the same time.
Once you have selected the steers you want to include, choose which project you want to add them to in the dialog box above.
If you have any questions, please contact the help desk or leave a message by clicking on the speech bubble in the bottom right corner of this page.