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. If you belong to more than one organization, an org switcher appears next to your profile icon — see Roles & Permissions for how to switch organizations and set a default. Your profile icon opens your account settings.