The Dashboard is your main workspace. It shows all research projects across your organization and gives you quick access to reports, filters, and project actions.
All — shows every project with total count
In Progress — studies currently running
Draft — setups started but not yet kicked off
Completed — finished studies with reports ready
Each project row displays:
Research Type — shown as a color-coded icon (e.g., CR for Creative Ranking, FGD for Focus Group Discussion, HM for Heatmap) with the study name
Assets — thumbnail previews of files attached to the project
Status — Completed, In Progress, or Draft. Read more about statuses
Tags — keywords added during setup. Read more about tags
Created On — when the project was started
Created By — the team member who created the project
Use the Filter button (top right of the project list) to sort and narrow your view. Read more about filtering
Use the three-dot menu (⋯) on any project row to access actions for that study — Preview, Duplicate as Draft, Delete, and Workflow ID.
Note: Select Workflow ID to copy the unique identifier for that study. Share this with Socialtrait support when reporting an issue with a specific study.
Platform header: The AI Communities button in the top-right header takes you to the AI Communities Dashboard. The Get Help button opens the Socialtrait Knowledge Base at help.socialtrait.ai. Your profile icon opens your account settings.