Project Kickoff Dashboard
This dashboard is a starting point that serves as your step-by-step guide to setting up a Delta project. Each step contains contextual buttons that take you directly to relevant project configuration areas, along with helpful instructional videos.
Step 1: Welcome!
The first step includes a customizable introductory message. This screenshot shows the default message, but you can update it to guide new project managers when using your project template(s). The Get started with Centercode button links to Centercode’s "Getting Started" playlist, a short series of videos to help you begin your Centercode journey.
Step 2: Configure your project teams
The second step takes you to reviewing and updating your user segmentations. This is an important early step for getting your project started since all your other recruitments, agreements, forms, etc. will base their access on these teams. Clicking the user roles presented (e.g.: Participant teams) will display the teams within that role and offer a button to create a new Participant team.
Step 3: Configure participant onboarding
The third step guides you to reviewing, updating, and creating the steps a user will take as they join your project. If you need them to complete a qualification survey, an NDA, or even just a "thank you," this step is relevant to your setup. Use the appropriate buttons to check the current onboarding steps (Preview notices), add new steps (Create a notice), or even build automation to trigger during the onboarding process (Create a notice macro).
Step 4: Configure participant recruitments
Once your onboarding process is ready to go, step 4 shows you which recruitments you currently have available, their types, and how many users have converted through them. From here, you can click the recruitment tiles to view the associated list of respondents or click the Create button to add a new recruitment path into your project. Note that the recruitment corresponds to the access and onboarding steps your candidates will take, but we're not actually inviting anyone in just yet. That comes in a later step!
Step 5: Schedule phases and features
Test planning is a critical component of delta testing, but there are a lot of different ways to use these features to accomplish your goals. The fifth step includes adding your test plan to your project including your testing phases and the features you're targeting for each. Once you've completed step 5 and your test plan is configured, you'll be ready to
How do re-enable the Project Kickoff Dashboard link in the Navigation Bar?
If you dismissed the Project Kickoff Dashboard Navigation Bar button before you were ready, you can re-enable that by simply navigating to the Project Kickoff Dashboard as described above and pressing the Restore Kickoff Menu Link button located in section 1 of the dashboard!
