Creating Your First Project
A project is the workspace for a single systematic literature review. It holds your uploaded reference files, your screening decisions, and your included studies. This page explains how to create a project and configure the settings that shape how your review runs.
Navigate to the project creation page
From the main dashboard, click the New Project button. You can also find this option in the sidebar under your organization name.
Enter project details
Give your project a clear, descriptive name - this is how it will appear on your dashboard and in any exported reports. You can also add an optional description to document the scope of the review.
Choose a screening type
The screening type determines how many reviewers screen each study and how disagreements are handled. This setting cannot be changed after the project is created, so choose carefully.
Single screening
In single screening, one reviewer makes the inclusion or exclusion decision for each study. A quality check (QC) step is available to audit a sample of decisions after screening is complete.
Use single screening when:
- You have one or two reviewers
- Speed is a priority
- You will run a QC pass to validate decisions
Double screening
In double screening, two reviewers independently screen each study. Where they agree, the decision is auto-accepted. Where they disagree, a reconciler resolves the conflict.
Use double screening when:
- Your review protocol requires independent dual screening
- You want the highest level of reproducibility
- You have at least two reviewers available
The screening type is locked once the project is saved. If you later realize you chose the wrong type, you will need to create a new project and re-upload your files.
Configure reconciliation (double screening only)
If you choose double screening, you can also set the reconciliation type - who resolves disagreements and how the process is managed. Auto-reconciliation handles cases where both reviewers agree, saving time on uncontested studies.
Add team members
After saving the basic project settings, you can invite team members to the project. Each member can be assigned a role:
- Screener - makes include/exclude decisions during screening phases
- Reconciler - resolves disagreements in double-screening projects
- QC Reviewer - audits a sample of decisions in single-screening projects
- Project Manager - manages project settings and membership
You can add team members at any time after project creation. You do not need to have your full team ready before starting to upload files.
Save and proceed
Click Create Project to save your project. You will be taken to the project dashboard where you can start uploading reference files.