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Project Groups

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Project Groups allow you to organize related projects into collections that can be managed and analyzed together. Instead of working with each project individually, Groups give you a central place to view shared activity, performance, and exports.

This guide explains how to access Groups, create them, assign projects, view stats, and use group-level reporting.

Accessing Project Groups

You can access Groups directly from the peeq Dashboard:

  • Go to Dashboard > Groups
  • The Groups tab appears between Projects and Custom Questions

Groups List

The Groups page displays all groups associated with your account.

Each row shows:

  • Group Name - Opens the group in a new tab
  • Description - Optional notes
  • # of Projects - Number of projects in the group
  • Created by - Name of group creator
  • Menu (⋮) - Edit or Delete

Click + Add New Group to create a new group.

Deleting a group removes it immediately and detaches all associated projects.

Create / Edit Group

Groups can be created and edited from this screen.

Fields include:

  • Group Name (required)
  • Description (optional)
  • Projects in Group - Dual-column selector showing available and selected projects

Rules:

  • Each group must contain at least one project
  • Projects may belong to multiple groups

Assigning Groups from the Project Info Page

You can also assign a project to groups directly from The Basics section of the project page.

The Group field supports:

  • Searching and selecting existing groups
  • Selecting multiple groups
  • Creating new groups inline (e.g. selecting Retail (New Group))

Saving the project adds it to any new or existing groups you selected.

Group View Page

Clicking a group opens the Group View page in a new tab. This page has three major sections: Stats, Project List, and Exports.

1. Stats Section

Displays aggregated activity across all projects in the group.

Filters

  • Lifetime or Custom date range
  • Project filter (one project or all projects)

Sample Metrics (preview)

Total Clicks, Total Completes, Conversion Rate, IR, LOI, Estimated Costs, and more.

2. Project List

Below the stats is a table listing all projects in the group.

Columns include:
Name, Country, Status, Clicks, Progress, Completes, Current CPI, IR, LOI, Sample Size, Type, Conversion, and more.

Projects can be expanded to show their sample groups.

Bulk Editing

You can edit multiple project and sample group fields at once across the entire table.

Click Edit to enable bulk-edit mode. Editable fields include:

For projects:

  • Name
  • Status
  • Sample Size

For sample groups:

  • Name
  • Status
  • Sample Size
  • Type

3. Transaction Reports

The Transaction Reports section allows exporting combined data for the entire group or for a single project within the group.

Reports available:

  • Project Stats Chart
  • Respondent Report
  • Transaction Report

All exports support:

  • Supplier filter
  • Date range
  • Status filter
  • Project filter (one project or all projects)

Summary

Project Groups make it easier to manage, analyze, and export data for multiple related projects. With groups, you can:

  • Organize projects in meaningful collections
  • View shared performance metrics
  • Access detailed project and sample-group data
  • Export combined reports
  • Make bulk updates more efficiently