My Dashboard provides point-of-use access to your drafted surveys, surveys in progress, and survey results — all in one place. Use it to easily navigate, organize, and access your surveys as you develop and field them.
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- Drafts — unpublished surveys you're currently programming.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
- Hover over Dashboard in the main navigation and click My Dashboard.
- Click any category header to see a list of surveys in that category.
- Click the gear icon on the right side of any survey row to open a menu of actions for that survey.
Adding Folders to Your Dashboard
- Hover over the left-hand side of the Drafts header or Completed header to illuminate the Add new folder option.
- Click Add new folder.
- Hover over the newly added folder to reveal the pencil icon, then click it to rename the folder.
Moving Surveys into Folders
- Hover over the far right side of a survey in your Drafts or Completed categories.
- Click the dot-grid icon and drag the survey over the target folder — it will highlight in blue to indicate the drop target.
- Drop the survey into the folder to store it there.
Insights Portal
If your account has Insights Portal enabled, an Insights Portal section will appear below your Completed Surveys. Any Tracker Portals or Concept Portals created in your account will be listed there.