A tour of your dashboard
Where your assessments, analytics, connected apps and organizations live, and what every button on an assessment card does.
Where to find it: Dashboard
The dashboard is the first thing you see after signing in. The sidebar on the left has four places:
| Sidebar item | What it's for |
|---|---|
| My Assessments | Every assessment in this organization, with its status: Live, Draft or Paused. |
| Analytics | Responses, completion and drop-off across all your assessments (Pro and up). See Workspace analytics. |
| Integrations | Connect email addresses, Google Sheets, Zapier, Make, HubSpot, GoHighLevel, ActiveCampaign and Calendly once, for every assessment. See How integrations work. |
| Organizations | Switch organization, invite people, and manage settings, members and billing. See Organizations and workspaces. |
Your assessments
At the top of My Assessments you'll see four totals: Total assessments, Live, Total responses and Drafts. Use Search assessments… to find one, sort by Last updated, Date created or Alphabetical, and switch between Grid view and List view.
Click an assessment to open it in the builder. Its ⋯ menu takes you straight to one part of it:
| Menu item | Opens |
|---|---|
| Edit | The builder's Content tab |
| Workflow | The Logic tab |
| Connect | The Integrations tab |
| Share | The Share tab, with the link and embed code |
| Results | The Results tab |
| Copy link | Copies the public link |
| Rename, Duplicate | Manage the assessment itself. |
| Pause / Go live | Stops or restarts responses. |
| Delete | Moves the assessment to the Trash. |
The Trash
A deleted assessment goes to the Trash first, and people who open its link can't answer it. Click Trash in the toolbar of My Assessments to see it, then Restore an assessment, or Delete forever to remove it with all its responses.