> ## Documentation Index
> Fetch the complete documentation index at: https://greatquestion.co/support/llms.txt
> Use this file to discover all available pages before exploring further.
# The Studies Page
> Find, filter, and manage every study in your workspace from the Studies page, and try the new version with columns you choose, saved views, and bulk actions.
**The Studies page is where you find, filter, and manage every study in your workspace.**
## What is the Studies page?
The **Studies** page lists the studies in your workspace, and each team has its own studies page for its studies. A new version of the page is rolling out alongside the classic one. It shows every study as a row in one table, and you decide which columns appear, in what order, and how they're sorted. Filters, search, and column setups can be saved as views, so you can come back to the same list in one click.
Each person chooses for themselves whether to use the new version. Switching doesn't change anything for anyone else in your workspace, and you can go back to the classic page at any time.
The new Studies page is rolling out gradually. If you don't see **Try the new studies page** next to the **Studies** title, it isn't available on your account yet.
## Why it matters
**Set up the table your way.** Show the columns you care about, drag them into the order you want, resize them, and freeze the ones you need to keep in view.
**Keep the setup you use.** Save your filters, search, columns, and sort as a view, then share it with your workspace or keep it to yourself.
**Find studies faster.** Combine filters across owners, people, participants, incentives, dates, and custom fields, and choose whether a study has to match all of them or any of them.
**Act on many studies at once.** Select studies and change their owner, team, or status, archive them, or delete them in one step.
## Common use cases
| Use case | How the new Studies page helps |
| - | - |
| Checking on your own active studies | Open **My studies** and filter **Status** to **Active**, then save it as a view |
| Reviewing incentive spend | Add the **Funding**, **Paid out**, and **Incentive** columns and sort by the one you need |
| Cleaning up old studies | Filter by **Last activity** to find stale studies, select them, and archive them together |
| Giving the whole workspace the same starting point | An Admin saves a shared view and makes it the default for everyone |
| Following a team's research | Open the team's studies page, which uses the same table limited to that team |
## How to try the new Studies page
1. Go to **Studies**.
2. Click **Try the new studies page** next to the **Studies** title.
3. A welcome message explains what's new. Click **Got it** to start using the page.
You'll see a **New** badge next to the **Studies** title while you're on the new page.
The **Try the new studies page** option only appears on the main **Studies** page, not on a team's studies page. Once you switch, team studies pages use the new table too.
### Switch back to the classic page
1. Click the **New** badge next to the **Studies** title.
2. Select **Switch to classic**.
3. Optionally, tell us what made you switch back, then click **Switch back**.
You can try the new page again any time from the **Try the new studies page** option on the classic page.
### What carries over from the classic page
The first time you open the new page, it picks up the sort, filters, and columns you last used on the classic page in the same browser. A few classic filters don't carry over, including filters set to match "any" condition. If your workspace's classic default was the **My studies** tab, the new page opens on **My studies** too.
## Finding studies
### Search
Click the search icon next to the title, or press **Cmd+F** (Mac) or **Ctrl+F** (Windows), and type. Search matches a study's title, summary, and goal. Press **Esc** to clear your search.
### Views
The tabs above the table are views. Every workspace has two built-in views:
| View | What it shows |
| - | - |
| **All studies** | Every study you have access to |
| **My studies** | Studies you own |
Saved views appear as more tabs. A lock icon means the view is personal and only you can see it. A dot on a tab means you've changed its filters or search since it was saved. To see every view, including ones that don't fit in the tab row, click **All views**.
### Filters
Click **Filter** and pick a field. You can search the list or browse it by group:
| Group | Filters |
| - | - |
| **Common** | Status, Owner, Type |
| **People** | Creator, Moderators, Collaborators |
| **Workspace** | Team |
| **Participants** | # completed, # scheduled, # invited, External recruitment |
| **Money** | Funding |
| **Incentives** | Incentive, Incentive method, Paid out, Recruitment fees |
| **Dates** | Updated, Last activity, Created, Published, Closed |
| **Custom fields** | Each of your workspace's custom study fields |
**Goal** and **Title** are also available as filters. People filters list **Me** first, so you can quickly find studies you own, created, or moderate.
Applied filters appear as chips below the toolbar. Click a chip to change it, click **+** to add another filter, or click **Clear all** to remove them. When you have two or more filters, choose **Match all filters** or **Match any filter**. The number of matching studies shows next to the **Filter** and **Display** buttons.
For date filters, type a date in your browser's usual format (for example, MM/DD/YYYY), or use **is within the last** or **is older than** with a number of days.
Archived studies are hidden by default. To include them, open **Display** and turn on **Show archived studies**, or add a **Status** filter that includes **Archived**.
## Customizing the table
Click **Display** to change how the table looks.
**Sort by** sets the sort column and direction. By default, studies are sorted by **Updated**, newest first.
**Show archived studies** adds archived studies to the list.
**Columns** lists every available column. Check a column to show it, uncheck it to hide it, or drag it by its handle to reorder. Click a column's options menu to sort by it, move it, freeze it, or hide it.
**Reset column widths** restores the app's default column widths. **Reset display** restores the view's saved display settings.
You can also work with columns directly in the table:
* Drag a column header to move it.
* Drag the right edge of a header to resize it, or double-click the edge to fit the column to its content.
* Click a header to open its menu.
### Columns
By default, the table shows **Title**, **Status**, **Type**, **Owner**, **Progress**, and **Updated**. You can add any of these from **Display**:
| Category | Columns |
| - | - |
| **Study details** | Goal, Team, Created, Published, Closed, Last activity |
| **People** | Creator, Moderators, Collaborators |
| **Participants** | # invited, # scheduled, # completed, # shortlisted, # participants, External recruitment |
| **Money and incentives** | Funding, Incentive, Incentive method, Paid out, Recruitment fees |
| **Custom fields** | Each of your workspace's custom study fields |
A few columns are worth knowing about:
**Progress** shows completed participants against the study's target, for example **3/10**. If the study has no target, it shows the number completed, for example **3 completed**. Studies that haven't started show a dash.
**Team** shows the team the study belongs to, or **Workspace** if it isn't affiliated with a team.
**Moderators** and **Collaborators** show up to three avatars, then a count of the rest.
**Incentive** shows the study's incentive in its own currency. **Funding**, **Paid out**, and **Recruitment fees** are shown in US dollars.
Hover over a study's title to see a summary card with details that aren't already in your visible columns, such as its owner, progress, goal, and key dates.
**Funding**, **Paid out**, and **Recruitment fees** are only available to Admins and Creators. Observers don't see these columns or filters. See [User roles and permissions](/support/support/account-administration/user-roles-and-permissions).
### Where your setup is saved
Changes you make to filters, search, and columns are remembered in your current browser. To keep a setup across devices, or to share it, save it to a view.
When you open the studies page, it starts from the first of these that applies:
1. Your own default view
2. Your workspace's default view, if an Admin has set one
3. The setup you last used in this browser
4. The built-in default
## Saving views
### Save changes to a view
When you change the filters or search, a **Save** menu appears at the end of the filter row:
* **Save to view** updates the view you're on.
* **Save as new view** saves your changes as a new view and leaves the original as it was.
On **All studies**, **My studies**, or a view you can't edit, you'll see **Save as new view** only. Click **Clear** to undo your changes.
Column and sort changes are saved separately. If you can edit the current view, open **Display** and click **Save to view**. On **All studies**, **My studies**, or a view you can't edit, click **New view** in the tab row to save the current setup as a new view.
If you change filters or search on a saved view and try to leave it, you'll be asked whether to **Keep editing** or **Discard changes**. This prompt doesn't appear for built-in views or for column and sort changes alone, so save the setup you want to keep before switching views.
### Create a new view
1. Click **+** (**New view**) at the end of the tab row.
2. Enter a **Name** and, optionally, a description.
3. Under **Who can see it**, choose **Only me** or **Everyone**.
4. Click **Save**.
The new view starts from the table as it is now.
### Edit or delete a view
Select the view's tab, then click the pencil icon on it. You can change the name, description, and who can see it. To remove the view, click **Delete**, then **Delete view** to confirm. Deleting a view never deletes the studies in it.
### Set a default view
Click **All views**, find the view, and select **Make default**. Admins can also choose **Make default for everyone** on shared views, so everyone in the workspace lands on the same view. Your own personal default always takes priority over the workspace's.
### Who can do what with views
| Action | Who can do it |
| - | - |
| Create a personal view | Everyone |
| Create a view shared with everyone | Admins |
| Edit a shared view | Admins, and the Creator who made it |
| Set a default for yourself | Everyone, on their own personal views |
| Set a default for everyone | Admins |
| Edit or delete **All studies** or **My studies** | No one. These built-in views can't be changed |
You can also manage views from the **Manage views** link at the bottom of the **All views** list.
## Working with studies
### Open a study
Click a row to open the study. Hold **Cmd** (Mac) or **Ctrl** (Windows) while clicking to open it in a new tab. Draft studies open in the study builder so you can keep setting them up.
### Row actions
Click the **⋯** menu at the end of a row, or right-click the row, to see what you can do with that study. You'll only see actions your role allows for that study.
| Group | Actions |
| - | - |
| **Links** | Copy link, Copy participant link, Preview as participant, View participants |
| **Edit** | Edit details, Change owner, Change team, Duplicate |
| **Status** | Pause, Unpause, Close, Reactivate, Approve, Archive |
| **Delete** | Delete |
Most actions ask you to confirm and explain what will happen first. For example, pausing a study shows its participant page as closed until you unpause it, and archiving it removes it from the list until you turn on **Show archived studies**. After pausing or unpausing, you can click **Undo** in the confirmation message.
**Close** opens a review before anything changes. It shows what will happen to participants who haven't finished (mark them completed or cancel them) and where any unused incentive funds will go. Nothing happens until you confirm.
### Bulk actions
1. Check the box next to each study you want. To select every loaded study, check the box in the header. If more studies match and there are 100 or fewer matches, click **Select all** to include them. To use **Select all** when more than 100 studies match, narrow the list with filters first.
2. Click **Actions** in the toolbar that appears.
3. Choose an action. Status actions such as **Pause**, **Close**, and **Archive** are under **Change status**.
4. Review the confirmation or fill in the form, then confirm.
Status actions such as **Pause**, **Close**, and **Archive** show a review listing each study and what will happen to it. **Delete** shows a count-based confirmation, while **Change owner** and **Change team** show forms. Studies you can't take that action on are skipped and left as they are.
You can delete or close up to 25 studies at a time. If you select more than 25, you'll see a message saying so. Select fewer studies and run the action again for the rest.
## Team studies pages
Each team's studies page uses the same table, limited to that team's studies. Everything above works the same way, except that the **Team** filter isn't offered, and **New study** creates the study in that team. Team pages share the same saved views as the main **Studies** page, and they remember your column setup separately.
To switch back to the classic page, go to the main **Studies** page and use the **New** badge there.
## Best practices
**Save the lists you check often.** If you look at the same filters every week, such as your active studies or studies waiting on approval, save them as a view instead of rebuilding them each time.
**Save before you switch devices.** Your column setup is remembered in the browser you're using. Save it to a view if you want the same setup on another computer.
**Give your workspace a shared starting point.** Admins can create a shared view with the columns your team relies on and make it the default for everyone. People can still set their own personal default on top of it.
**Use Close to settle a study properly.** The **Close** review shows how participants and leftover incentive funds will be handled, so read it before you confirm, especially when closing several studies at once.
**Tell us what's missing.** If something you rely on in the classic page isn't here yet, use **Tell us what's missing** in the **New** badge menu, or let us know when you switch back.
## Troubleshooting
| Issue | What's happening | How to fix |
| - | - | - |
| I don't see **Try the new studies page** | The new page isn't available on your account yet, or you're on a team's studies page | Check the main **Studies** page. If it's not there, contact support |
| I don't see the **Funding**, **Paid out**, or **Recruitment fees** columns | These are only available to Admins and Creators | Ask an Admin if you need access to study funding |
| My column setup is different on another computer | Your setup is remembered in each browser separately | Save your setup to a view, then open that view on the other computer |
| I can't share a view with everyone | Only Admins can create views shared with everyone | Save it as **Only me**, or ask an Admin to create the shared view |
| I can't edit a view | **All studies** and **My studies** can't be edited, and shared views can only be edited by Admins or the Creator who made them | Use **Save as new view** to save your own copy |
| Archived studies aren't in the list | Archived studies are hidden by default | Open **Display** and turn on **Show archived studies** |
| "You can delete up to 25 studies at a time" | Delete and Close work on up to 25 studies at once | Select 25 or fewer studies, then repeat for the rest |
| An action says it "isn't available" | The study's status doesn't allow that action, or your role doesn't allow it | Check the message for the reason, and select only studies in a status that allows the action |
| "Couldn't load more studies" appears at the bottom of the table | The next set of studies didn't load | Click **Try again**. The studies already shown are still available |
| "Couldn't show the studies page" | Part of the page failed to load | Click **Try again**. If it keeps happening, click **Switch to classic** and contact support |
***
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