Edit Research Engine Projects

Once you have generated your research templates, you may find you want to go back and alter some parts of the process. This article describes how to edit your projects starting with the various views of your existing projects.

If your project is already published, you must first unpublish it to edit the project.

Since there are two different views of your projects, there are two different ways to begin editing your projects:

• Grid View—Click anywhere on the project card to begin editing your project.
• List View—Two options:
  • Click the name of the project.
  • Click on the Actions dropdown menu in the rightmost column, then click Edit Project.

Since there are two different products paths you may generate, there are two different looks:

• Editing Custom Surveys
• Editing Ignition Methodologies

Both look similar to the Add Project pages, except you will be able to change information that you've already stored. Use the breadcrumbs in the leftmost column to choose a step to edit. Any steps that cannot be edited will be greyed out.