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Dashboard Overview

My Dashboard gives you point-of-use access to your drafted surveys, surveys in progress, and survey results—all in one place. You can create as many survey drafts as you'd like, so this article also covers the tools available to keep things organized once your Dashboard starts filling up.

In This Article

Dashboard Categories

My Dashboard organizes your surveys into three categories:

  • Surveys in Progress—all live surveys currently in field. Each study includes Fielding Health, a feature that lets you gauge fielding health in real time through a color-coded progress bar.
  • Drafts—unpublished surveys you're currently programming.
  • Completed—surveys that have finished fielding, with their respective results.

Accessing Your Surveys

  1. Hover over Dashboard in the main navigation and click My Dashboard.
  2. Click any category header to see a list of surveys in that category.
  3. Click the gear icon on the right side of any survey row to open a menu of actions for that survey.

Clicking a category header to expand the list of surveys within it Opening the gear icon menu on a survey row

Renaming Surveys

  1. Hover over the survey you wish to rename and click the pencil icon.
  2. Type the new name and press Enter to save.

💡 Tip: You can also rename a survey from the Survey Editor page.

Renaming a survey by clicking its pencil icon on the Dashboard

Creating & Naming Folders

Folders are useful when you have multiple surveys with identical drafts but different targeting, or when you want to group surveys by project or client.

  1. Hover over the Drafts or Completed section header to reveal the Add new folder option, then click it. A new folder appears below the header.
  2. Hover over the newly added folder to reveal the pencil icon, then click it to name the folder.

Naming a newly created folder using the pencil icon Adding a new folder from the Dashboard section header

Moving Surveys into a Folder

You can move a survey into a folder one at a time, or move several at once.

  1. Hover over the far right side of a survey in your Drafts or Completed categories.
  2. Click the drag handle and drag the survey over the target folder—it highlights in blue to indicate the drop target.
  3. Drop the survey into the folder to store it there.

Dragging a survey by its handle into a folder

💡 Tip: To move several surveys at once, select their checkboxes, then click # surveys selected in the upper-right corner to move them all into a folder together.

Insights Portal

If your account has Insights Portal enabled, an Insights Portal section appears below your Completed surveys. Any Tracker Portals or Concept Portals created in your account are listed there.

Insights Portal section listing Tracker and Concept Portals below Completed surveys