To organize your existing surveys into a project, click your avatar in the top right corner of the site navigation. Select ‘Surveys’ from the menu that appears.

This will take you to the My Stuff page, which includes all of the work you’ve been doing on LeaseUp.

Select the surveys you want to add to a project by clicking the checkbox to the left of the survey name. Once you select a survey, three buttons will appear at the top right of the table of surveys: ‘Move to Project’, ‘Add to New Project’, and ‘Delete Surveys’.

Add surveys to an existing project

To move to an existing project, select ‘Move to Project’.

From the screen that appears, select the project that you want to move the surveys to in the dropdown.

Click ‘Move’ to move the selected surveys to the project. You will see the changes reflected in the table of surveys.

Add surveys to a new project

To add surveys to a new project, click ‘Add to New Project’.

From the screen that appears, enter the name of the project and select the client that the project is for from the list. If the client’s name is not in the list, you can add it here.

Click ‘Create’ to create the new project with the selected surveys added.

You can take the same actions on an individual survey by clicking the three dot icon that appears on the right end of a survey table row and selecting an option from the menu that appears.

Note: These actions can only be made on surveys that are not part of a project already.