A project is where all of the testing details are defined, including the samples, locations, participants, scheduling, questionnaires and design blocks. It also associates activities done in other sections of RedJade, such as data analysis.


A new project is defined by a name, description (optional) and sample details. It is assigned a unique Project Identification Number (PID). A project owner is the user who created the project, but it may be shared with other users of the project team. Only a member of the project team can view a project. Projects may be archived, but not deleted.

The Project Wizard guides you through creating a new project and adding samples, then continues with the Test Wizard to add your first test. Anywhere within the steps you can save your work and return to make changes or complete it at a later time. Samples can be added upon creating the new project or can be added or updated later.



To create a project:

  1. Select PROJECTS from the main drop-down menu or select the Projects tile from the home page dashboard.



  2. Click on [CREATE PROJECT] to begin the Project Wizard.



  3. In the Details step, complete the Project Name and the Project Description.

    SEE ALSO – Configure Project Request Forms for details on how to add custom fields and requirements to the Project Details Form and Insert Variable Text for details on how to display project details within a questionnaire.



  4. Click on [SAVE & EXIT] to save the project and quit the wizard or click on [NEXT] to continue with adding samples.


  5. In the Samples step, enter a Report Name and complete the sample details to the right, then click on [ADD].

    SEE ALSO – Configure Sample Form for details on how to add custom fields and requirements to the Sample Details Form and Insert Variable Text for details on how to display sample details within a questionnaire.



    The sample is added to the list on the left.



  6. Repeat the above steps to add each sample.


  7. To create a copy of a sample, select a sample on the left then click on [COPY].



    A copy of the sample is added to the list on the left. Edit the Report Name and sample details, as desired.



  8. Click on [SAVE & EXIT] to save the project and quit the wizard or click on [NEXT] to continue with the wizard.