About the workspace

The workspace is the page you land on after logging in. It shows all the surveys you can see, as cards or as a list, and it is where you create, copy, import, find and organize them. To get back to it from anywhere, click the Dashboard icon at the top of the sidebar on the left. In the survey editor, open the ... menu at the top right and click Workspace.

In the picture: 1 Dashboard, the first icon of the sidebar, opens the workspace, 2 the purple + offers Create, Copy and Import, 3 Surveys opens the survey list page with the tabs Survey list and Survey groups, 4 Status filters the surveys, 5 Create survey starts a new survey, 6 the two icons switch between cards and list, 7 the ... menu of a survey.

Survey cards

Each card shows the title of the survey, the date of its last change, its status and the number of responses. Click a card to open the survey in the editor. At the bottom right of a card:

• the check icon activates an inactive survey,
• the chart icon opens the statistics of an active survey,
• the ... menu (7) offers General settings, Preview, Share, Copy, Add user and Delete.

Add user gives another administrator access to this one survey. See Survey permissions.

List view

Click the list icon (6) to see your surveys as a table with the columns Survey ID, Status, Title, Created, Responses and Action. Click the arrows next to a column name to sort. The list view remembers your choice until you switch back.

To change several surveys at once, select them with the checkboxes. A bar appears at the bottom of the page with Select all, Set survey theme, Set survey group, Set expiry date, Export and Delete.

Find a survey

• Status (4) shows only surveys that are Active, Running, Inactive, Expired or Not started.
• In the list view, Search finds surveys by title or survey ID, and Group shows only the surveys of one survey group. Reset clears the search and the filters.
• Last visited survey at the top right links back to a survey you opened before.

Create, copy and import

Click Create survey (5), or the purple + (2) and then Create. The new survey opens in the editor right away. See How do I create a survey?.

Copy and Import in the same menu start a survey from an existing one or from a file. See Copy a survey and Import a survey.

The sidebar

The sidebar on the left of the workspace has five icons. Point at an icon to see its name. Each icon has its own section in this chapter:

• Dashboard opens this page.
• Global settings holds the settings of your whole site. See Global settings.
• Themes holds the designs of your surveys. See Manage themes.
• Manage administrators holds the people who can log in and their permissions. See Manage administrators.
• Plugins holds the add-ons of your site. See Manage plugins.

Out of the box, everybody sees Dashboard, and only superadministrators see the other four icons. You can change who sees each icon and add icons of your own. See Customize the sidebar.

What you can do on each page depends on your permissions. See How permissions work.

Next steps

• How do I create a survey?
• Organize surveys in survey groups
• How permissions work

FAQ

Where is the survey list?

The workspace is the survey list. Surveys in the top bar (3) opens the same list on a page of its own, next to the Survey groups tab.

How do I see only my active surveys?

Choose Active under Status (4), or click the number next to Surveys in the top bar. The number is the count of your active surveys.

How do I rename a survey?

Open the survey and click its title at the top of the editor. See How do I create a survey?.

Why do I see only one icon in the sidebar?

Out of the box, only superadministrators see Global settings, Themes, Manage administrators and Plugins. A superadministrator of your site can show them to you. See Customize the sidebar.