Welcome! When you first log in, you will land on your Home Screen. This dashboard is your central hub for managing all your market research projects.
Here’s a complete guide to understanding and navigating your dashboard.
Top Navigation #
At the top-right corner of the screen, you’ll find the main navigation bar, giving you quick access to essential system functions:
- Notifications
: This icon shows a red number indicating how many new notifications you have. Click to view recent activity across your projects. - Menu
: Access Help & Legal, your Profile settings, and other available system modules.
Create a Project #
In the center of the screen, you’ll find quick actions to help you get started faster. Each option creates a new project:
- New Project: Create a new project from scratch. A pop-up will guide you through entering the required details.
- Analyze Survey: Upload a questionnaire and receive AI-powered insights on quality, logic, and readability.
- Survey from Document: Upload a Word questionnaire and automatically generate a ready-to-send survey along with its associated project.
- TrackEntry: Instantly create a project and start managing tasks. TrackEntry lets you organize survey-related work with statuses, comments, and live chat, similar to a lightweight project management tool.
Project List #
The main part of your screen is the Project List. This area displays all the projects you have permission to access.
You can quickly find what you’re looking for using several features:
-
- Search: Use the search bar at the top right to find a project by its name or other keywords.
-
- Sort: Click on the column headers to sort all your projects in ascending or descending order.
- Filter: Use the filters available in each column to narrow down your results and quickly locate specific projects based on criteria such as name, date, collection, or tags.
-
- Collections: Projects can be organized into collections for better management. A project’s collection is shown in the first column.
-
- Tags: See relevant tags associated with each project at a glance.
At the bottom of the list, you can navigate through multiple pages if necessary.