Projects

Projects Module Overview

The Projects module serves as a comprehensive tool for managing assessments, assessment groups, and related workflows. It centralizes the tracking of assessment progress, response analytics, email communication, and automation processes, enabling users to streamline operations and optimize task management effectively.

Key Features and Functionalities

1. Linked Assessments

• Purpose: Manage and monitor assessments tied to the user’s account.
• Capabilities:
  • List of Linked Assessments:
    • Access a complete list of assessments associated with the user’s account.
  • Assessment Details:
    • Campaign Overview: View all campaigns executed for a specific assessment.
    • Subscription Plans: Review plans linked to the assessment to track resource usage and plan features.
    • Response Analysis:
      • View assessment response data in charts and tables for clear insights into trends and results.
    • Email Template Maintenance:
      • Setup or update email templates associated with campaign assessments to ensure consistent communication.

Steps to Manage Linked Assessments:

1. Navigate to the Projects module's "Linked Assessments" section.
2. Open a specific assessment to view:
   • Campaign details.
   • Response data in visual/table formats.
   • Subscription plan information.
3. Edit or update email templates for campaigns if needed.

2. Linked Assessment Groups

• Purpose: Manage groups of related assessments for unified tracking and reporting.
• Capabilities:
  • List of Linked Assessment Groups:
    • Access and manage all assessment groups tied to the account.
  • Assessment Group Details:
    • Campaign Overview: View the campaign history and details for specific assessment groups.
    • Subscription Plans: Access summaries of plans linked to the group, helping to manage resources across multiple assessments.

Steps to Manage Linked Assessment Groups:

1. Open the Linked Assessment Groups section in the Projects module.
2. Select an assessment group to review:
   • Campaign overviews.
   • Subscription plan usage and details.

3. Workflow Creation

• Purpose: Automate processes using triggers and conditions to reduce manual tasks.
• Capabilities:
  • Workflow Types:
    • Create automated workflows based on:
      • Email Workflows: Trigger communication emails.
      • Webhook Workflows: Trigger external actions by calling webhooks.
  • Workflow Triggers:
    • Automate workflows based on events involving:
      • Invitations:
        • When invitations are started or closed.
      • Campaigns:
        • Campaigns being launched, partially or fully completed, or closed.
      • Responses:
        • Responses being submitted or completed.
      • Approvals:
        • Actions like approvals requested, approved, or rejected.
  • Fine-Tuning Conditions:
    • Users can refine triggers using a JSONata editor to fine-tune and customize conditions for workflow automation.

Steps to Create a Workflow:

1. Navigate to the Workflow Creation section in the Projects module.
2. Choose the workflow type:
   • Email-based or webhook-based workflows.
3. Define the trigger event (e.g., campaign launched, response submitted).
4. Specify conditions (optional):
   • Open the JSONata editor to set precise conditional logic for the workflow.
5. Save and activate the workflow.

Summary of Key Functionalities

Key Notes

1. User-Friendly Data Overview:
   • The Projects module centralizes management, enabling users to:
     • Track progress of assessments or campaigns.
     • Analyze assessment responses through visualizations and data.
     • Maintain consistent communications via customizable email templates.
2. Automation Opportunities:
   • Automating with workflows eliminates repetitive manual tasks, reducing effort and improving efficiency.
3. Customization with JSONata:
   • The JSONata editor allows tailored workflow conditions to meet specific organizational or project requirements.

Context and Benefits

The Projects module is indispensable for users overseeing assessments and assessments-related processes. With capabilities like campaign management, response analytics, and workflow automation, it optimizes how teams handle and execute various tasks.

Key Benefits:

1. Streamlined Operations:
   • Simplifies assessment and campaign tracking with linked assessments/groups.
2. Enhanced Insights:
   • Provides clear analysis of assessment responses through charts and tables.
3. Automation Efficiency:
   • Reduces manual workload through automated workflows triggered by specific platform events.
4. Customizable Mechanics:
   • Allows greater control and customization of workflows with triggers and JSONata-based conditions.
5. Improved Communication:
   • Email templates offer a standardized method for campaign communication.

By combining centralized monitoring, analysis, and automation, the Projects module ensures users have the tools needed to manage assessments, workflows, and campaigns effectively, saving time and ensuring robust operations.