What are projects?
Projects are the foundational building blocks in Marvin. You can think of them as folders that contain user interviews, documents, discussion guides, the project objectives, and research reports.
Choose a project to store data based on the information you want to combine and compare during analysis. This could range from interview recordings to usability testing feedback, survey results, field notes, support tickets, secondary research and more.
Access existing projects
Navigate to the Projects tab from the left navigation menu. Here you'll see all the projects to which you have access. In case this is the first time you're logging in, you may only see projects which have been shared with the entire team. On the left, you'll see project groups, which are used to group similar projects together.
You can pin the projects that are most important to you so that they always appear at the top of the list on this page. Click the pin symbol against the project name to pin it. Pinned projects will appear in the order in which you last pin them.
After pinned projects, Marvin will show you the projects you visited most recently.
You can also access projects from the home page, where you will be taken by default when you logged in.
Here, you'll see shortcuts to access your pinned projects, and the files you viewed most recently. You can also navigate to the Projects page if you select View all projects.
Create a new project
Select New Project under the search bar to create a new one.
Configure the settings to set up the project correctly for you and your team.
Begin by adding the general information. You must fill all of these fields to create the new project.
General info
Name: Give your project a name that everyone in the team will recognize.
Language: You can select multiple languages if you expect it to vary by file. Marvin will auto detect the language while transcribing.
Access: Decide who all will have access to the project. You can keep it private, share it with Admins apart from yourself, all users except Viewers, or everyone in your team.
You'll see a default share setting, which is the Admin recommendation*.
*Admins can change this from "Data access" in Admin settings.
One of the best ways to collaborate with team members and share research is to share projects with them. You'll see this option against every project on the home page.
You can invite people who already have accounts on Marvin, or send them an email invite to create a new account. Team members can also request access.
You'll receive an email with options to approve or reject the request. If dynamic emails are enabled for your Gmail account, you can approve or reject the request from the email itself. This is currently available for all Gmail and Yahoo accounts.
AI settings
Choose AI transcription and note settings in this section.
Language for AI summary and auto-notes: By default, Marvin will generate AI summaries and auto-notes in the same language as file transcripts. Choose a language for analysis only if it is different from the language of your interviews.
Create auto-notes for all files: Toggle on this setting if you want to automatically generate notes for all new files in the project. It will apply to all files you add after turning on the setting.
Allow AI to use project data: By default, Marvin uses data from all projects to generate Ask AI answers. Turn this setting to off only if you want to exclude data in this project from Ask AI results. We only recommend this for private projects.
You can also follow along to each of the steps in this video to create a new project:
Next steps
The new project will appear on your Projects page. We recommend these next steps to kick off your first project. You can read more about the relevance of each step in the linked articles.
Create your first project now!