How to create a project

Read our step-by-step guide below to learn how to create a project.

1. Click "Projects" on the far left of your screen.

2. Click "Create New Project".

3. Fill in "Enter your project name" field.

4. Once filled in, click "Continue To Avatar".

5. Choose an avatar from the library below or upload your own by clicking the blue square with the cloud inside.

6. Click "Create Project".

7. You can now choose Datasets to add by clicking the dropdown box.

8. Choose as many of your Datasets as you like to add to your project.

9. Add as many as you require to your project.

10. Once you've chosen your Datasets, click "Continue To Data Model".

11. You can choose to link up your data, this is optional and not compulsory but you will unlock many benefits by doing so.

12. If you choose to link the data, you will be greeted by the screen below. Fill in the fields requested.

13. Once completed, click "Add Data Link".

14. Then click "Continue to Connections".

15. You can then go into your Data Views, connect APIs, create forms and access portals.


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