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New Dashboard!


Hello All you Gizmos! 

You'll probably notice some changes in our interface! These tutorials are to help acclimate you to the new look of your Dashboard!

dashboard1.png

 

You'll still have access to all the great thing you did before-- Ability to Create new projects, check your response count, the status of your survey, and you can even now view what teams your survey is associated with!

 

Creating New Projects (Survey, Quiz, Form, Poll)

You'll see below that the ability to create all new surveys are now along the top of the dashboard:

dashboard_2.png

You'll still have access to all the same project creation, they'll all just be in a new location.

 

New My Projects Look

My Projects

Your My Projects view is full of detailed overview information; you can view the Status of your survey, check your Responses, view who the survey was Created By, as well as, which Team your surveys are associated with.  

  • Projects: Will list the name and type of your project (Survey, Quiz, Poll, Form) and can be identified by color
Navigation.png

Survey: Orange              

Quiz: Green

Form: Blue

Polls: Purple

Opinion Tracker**: Teal

**Note: Opinion Tracker is a paid feature found on the Marketplace tab

  • Status: The launch status of the survey (Launched, In Design, Closed)
  • Responses: How many people have completed the survey
  • Created By: Which user created this survey
  • Team: Displays which team owns the survey

 

My Projects: Hover Over Navigation

Hovering your mouse over your projects in your dashboard pops up some handy navigation tools that allow you to get to place in your project in just once click!

Navigation Pop-Ups

Goals: This will take you to the goals page of your survey

Brainstorm:This will take you to the Brainstorm tab for your project
Edit: This will take you to the Edit tab for your project
Preview: This will show you a preview of your project starting at page one
Distribute: This will take you to your Publish tab
Reports: This will take you to the Analyze & Report tab
Exports: This will take you into Export Data tab Copy: This will make a copy your project
Delete: This will delete the project

hoverover.png
 
Project Details

You'll also notice some project details will pop up including:

Launch Status: In Design, Launched, Closed
When project was created: e.g. 3 days ago, 2 weeks ago, 1 month ago, 1 year ago, etc.
Created by: The Screen Name of the user that created the report.

NavProjectPopUp.png 
Prioritizing Your Projects

Lastly, you can prioritize your project using the pin icon that shows when you hover over the project.  To set this up:

1. Hover over the project you'd like to prioritize

2. Select the grayed out pin

3. Once you've clicked the grey pin it should refresh the page and replace it with a blue pin (You'll see in the second image that the "Form" and "Poll" were moved to the top because they were pinned).

Special things to note:

  • This is organized by user, so each user will have their own customized project order
  • Once the pin has been selected, the project will be moved to the top of the list
  • If you have multiple pins selected, the most recently created surveys will be moved to the top (So, within pinned surveys they will be ordered from newest to oldest)

pins.png

Pinning.png

 

 

 

Have questions? Want to comment on this? Join the discussion on our SurveyGizmo Support site.

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