How to Publish a Captured Project

Publishing your captured project lets you share your findings with your colleagues by adding the project to your platform’s Search.

>>> This article is for Researchers and Insights Experts.

This article is about captured / uploaded projects.

To publish your project:

  1. Go to your project

  2. Make sure all the essential information is filled out

  3. Click the “Publish” button in the top right corner of your project screen

A new window will pop up.

  1. Add or edit a thumbnail image, if needed

  2. Add or edit the project description

  3. Click “Next” in the bottom right corner of the window

The next screen will ask you to choose who will be able to view your project this is where you define permissions for your project.

  1. Start typing in a username, email, or user group

  2. Select your audience from the dropdown

  3. Click on “Publish” in the bottom right corner of the window once you have selected your audience

Your project will be published to the selected community, and you will be able to view it in Search and in your Project Inbox.

 

Another window will pop up prompting you to share your research with other users.

  1. Select the users to notify about your published research

  2. Enter a message, if desired

  3. Click “Share” in the bottom right corner of the window

The selected users will receive an automatic notification about your published research. They will also be able to view your research in Search.

Alternatively, you can share a system-generated link by clicking "Copy Link" in the bottom left corner of the window. Then you can paste the link to share it via another medium, e.g. Teams or email.

 

Insider Tips: 

  • If you update your project after publishing, be sure to republish it so your updates will be visible to your audience

  • Choose “Everyone” if you want your entire user community to be able to see your research

  • You can update your project’s permissions by republishing the project

  • Only users with access to your platform will be able to access content using the shared link

 

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