> ## Documentation Index
> Fetch the complete documentation index at: https://conveo.ai/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Studies Overview

> Create, find, organize, and manage the studies you can access.

The **Studies** page lists the research you can access in the current organization. Use it to start research, return to an interview guide, or open results. Filters narrow accessible studies; they do not grant additional access.

## Key Concepts Explained

A **study** contains a research design and its interviews and outputs. A **template** provides a reusable starting design. **Tags** classify studies; **projects** group related research and can provide shared access to their contents.

## Quick Reference

| Task                        | Starting point                                                                                                                             |
| --------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------ |
| Design new research         | Describe your research in the Studies composer, or choose **Start a study → Create with AI**.                                              |
| Reuse a study design        | Choose **From an existing study**, or **Duplicate** on a study row.                                                                        |
| Use a reusable design       | Choose **From a template** when templates are available. See [Templates](/docs/setup-to-launch/templates).                                      |
| Analyze existing recordings | Choose **Upload videos**. See [Uploaded Studies](/docs/setup-to-launch/uploaded-studies).                                                       |
| Group or share research     | Use [projects and tags](/docs/settings-and-management/projects-and-tags) and [study sharing](/docs/settings-and-management/permissions-and-sharing). |

Creating studies requires the appropriate organization permissions. Review any generated or copied guide, audience settings, and translations, then [test the study](/docs/setup-to-launch/testing-your-study) before recruitment.

## Filtering and Organizing Studies

### Text Search

Search matches study titles, the study slug, participant-facing title, research context, and creator details. Matching is case-insensitive. Search narrows the current filters; clear filters if an expected study is missing, and check that you are in the correct organization.

### Tag Filtering

Selecting several tags returns studies with **all** selected tags. Status and creator selections match any selected value within their respective filter. A team selection matches any selected team with direct or project-inherited access to the study, within the studies you can already access.

### Completed Studies Filter

Use **Status → Analyzed** to find studies marked analyzed. Use **Has completions** to find studies with completed real interviews containing messages. These answer different questions: a study can have participant completions while fieldwork is still in progress.

Sort by **Recently created**, **Recently updated**, **Name (A–Z)**, or **Most completions**. Filter and sort preferences can persist when returning to the list; text search is session-specific.

## Navigate with the keyboard

Open the command menu with **⌘K** on Mac or **Ctrl+K** on Windows/Linux to find accessible studies, Storylines, outputs, and app destinations. Use **⌘/** or **Ctrl+/** to open the searchable keyboard shortcut reference. Available destinations respect your permissions and enabled features.

Common shortcuts use two keys in sequence, without holding a modifier:

| Shortcut          | Action               |
| ----------------- | -------------------- |
| **G**, then **S** | Go to Studies.       |
| **G**, then **L** | Go to Storylines.    |
| **G**, then **O** | Go to Outputs.       |
| **O**, then **S** | Search for a study.  |
| **O**, then **W** | Switch organization. |
| **\[**            | Toggle the sidebar.  |

Letter shortcuts are suspended while typing or using an open dialog. The command menu and shortcut reference can still be opened from a text field.

## Study Tags

### Key Points

Tags are shared organization categories such as market, brand, or method. A study can have several tags. Tags organize research without providing access permissions.

### Managing Tags

Organization admins manage the shared tag list in organization settings. See [Manage tags](/docs/settings-and-management/projects-and-tags#manage-tags) for creation, renaming, deletion, and limits.

### Applying Tags to Studies

Choose existing tags in the study's design settings with study editing access. Use a [project](/docs/settings-and-management/projects-and-tags) when related studies should share a workspace rather than just a category.

## Study List

Study rows show the study title and available context such as tags and completion counts. The status distinguishes:

* **Draft:** the study has not met the launched-panel or real-interview conditions used for an in-progress study.
* **In Progress:** the study has launched recruitment or real interview activity and is not marked analyzed.
* **Analyzed:** the study is marked completed for analysis. This label does not guarantee that every generated output is current or reviewed.

Open a study to inspect its design, [monitoring](/docs/interview-data/monitoring-fieldwork), or results. If data seems missing, check the study's own interview filters separately from the Studies list filters.

## Study Actions

Use the row menu for the actions your access allows:

* **Duplicate:** create a separate study based on the source design. The ordinary duplicate flow does not copy participant interviews. Review the new study's setup before launch.
* **Create template from study:** reuse the design through the [template workflow](/docs/setup-to-launch/templates) where this action is available.
* **Move:** transfer a study to another organization when you have the required permissions in both organizations. This changes its organization and billing account, clears its old project association and organization tags, and updates organization-level access. Review sharing and organization-linked configuration afterward.
* **Delete:** remove the study from normal access and the study list after confirmation. Deleting a study is not the same as verified permanent erasure of all associated data; contact Conveo for data-retention or erasure requirements. Do not use deletion simply to categorize finished work—use the analyzed filter, projects, or tags.

Study deletion requires deletion permission. For access and sensitive information, see [Study Sharing](/docs/settings-and-management/permissions-and-sharing) and [Personal Data Review](/docs/settings-and-management/personal-data-review).