The Project Overview is the main workspace for managing a 360-degree feedback project.
From here, you can access all areas of your project, including questionnaires, participants, emails, and reports.
What is a Project?
A project represents a complete 360-degree feedback process.
Each project includes:
- A questionnaire
- Participants (subjects and responders)
- Email communication
- Feedback reports
All work related to a specific feedback cycle is managed within a project.
What You Can Do in a Project
Within a project, you can:
- Configure project settings
- Design and update the questionnaire
- Add and manage participants
- Send invitations and reminders
- Monitor progress and completion rates
- Generate and review reports
Each section of the project supports a different stage of the feedback process.
Project Sections
When working in a project, you will typically move between these areas:
Project Settings
Set up and manage project details and configuration
Questionnaires
Design the questions and rating scales used for feedback
Participants
Add subjects and assign responders
Emails & Notifications
Manage invitations, reminders, and communication
Reports & Results
Generate and review feedback reports
How to Use the Project Workspace
A typical workflow inside a project is:
- Review or update project settings
- Build or confirm your questionnaire
- Add participants and define relationships
- Configure and send emails
- Monitor progress
- Generate reports
You can move between sections at any time as needed.
Tips for Working in a Project
- Complete setup steps before launching your project
- Double-check participant data before sending invitations
- Monitor progress regularly to ensure strong response rates
- Make adjustments as needed before generating reports
Related Pages
- Creating a Project
- Project Settings
- Building Your Questionnaire
- Adding and Managing Participants
- Sending Invitations and Reminders
- Generating Subject Reports
