{"id":182,"date":"2026-01-18T08:49:26","date_gmt":"2026-01-18T08:49:26","guid":{"rendered":"http:\/\/localhost:8091\/?page_id=182"},"modified":"2026-04-01T06:35:47","modified_gmt":"2026-04-01T06:35:47","slug":"dashboard","status":"publish","type":"page","link":"https:\/\/www.uxtweak.com\/help\/dashboard\/","title":{"rendered":"Dashboard Experience"},"content":{"rendered":"\n<p class=\"text-block\">The dashboard is the first screen you see after signing in to UXtweak. It gives you a quick way to return to your recent work, check how your recruitments are doing, and keep an eye on your pricing quotas.<\/p>\n\n\n\n<p class=\"text-block\">On the dashboard, you can:<\/p>\n\n\n\n<ul class=\"bullet-list\">\n<li>continue working on recent studies<\/li>\n\n\n\n<li>monitor your latest recruitments<\/li>\n\n\n\n<li>check your remaining quotas<\/li>\n\n\n\n<li>create a new study<\/li>\n<\/ul>\n\n\n\n<p class=\"text-block\">This reduces the need to search for studies or open multiple pages when you already know what you want to continue working on.<\/p>\n\n\n    <div class=\"video-block\">\n                    <div class=\"video-thumbnail\">\n                <img decoding=\"async\" class=\"thumbnail-image\" src=\"https:\/\/img.youtube.com\/vi\/4lzDZk573kU\/mqdefault.jpg\" alt=\"Watch an explanation of UXtweak tools\" \/>\n                    <button class=\"play-button\">\n                    <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"24\" height=\"24\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M4 12V8.44002C4 4.02002 7.13 2.21002 10.96 4.42002L14.05 6.20002L17.14 7.98002C20.97 10.19 20.97 13.81 17.14 16.02L14.05 17.8L10.96 19.58C7.13 21.79 4 19.98 4 15.56V12Z\" fill=\"white\" stroke=\"white\" stroke-width=\"1.5\" stroke-miterlimit=\"10\" stroke-linecap=\"round\" stroke-linejoin=\"round\"\/><\/svg>\n                    <\/button>\n                <\/div>\n            \n            <div class=\"video-content\">\n                                    <span class=\"video-title\">Watch an explanation of UXtweak tools<\/span>\n                                                    <p class=\"video-description\">What are all these different UXtweak tools? How do they work and what are they used for?<\/p>\n                                                    <button class=\"watch-now-button\">Watch Now<\/button>\n                            <\/div>\n\n        <!-- Video modal for iframe -->\n        <div class=\"video-modal\" data-video-id=\"4lzDZk573kU\">\n            <svg class=\"close-button\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"24\" height=\"24\" viewBox=\"0 0 24 24\" fill=\"none\">\n                <path d=\"M4 20L20 4\" stroke=\"#fff\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"\/>\n                <path d=\"M20 20L4 4\" stroke=\"#fff\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"\/>\n            <\/svg>\n            <div class=\"video-modal-content\">\n                <!-- JS will inject iframe here -->\n            <\/div>\n        <\/div>\n    <\/div>\n\n    \n\n<h2 id=\"recent-studies\" class=\"heading-block\" tabindex=\"0\">Recent Studies<a class=\"copy-link\" title=\"Copy link\" data-id=\"recent-studies\">&nbsp;<img decoding=\"async\" src=\"https:\/\/help.uxtweak.com\/wp-content\/themes\/uxtweak\/public\/assets\/images\/icons\/link.svg\" alt=\"Copy link\" \/><\/a><\/h2>\n\n\n<p class=\"text-block\">The top section shows the studies you interacted with most recently. This is especially helpful when you work on several studies in parallel and want to pick up where you left off.<\/p>\n\n\n\n<p class=\"text-block\">Each study entry includes:<\/p>\n\n\n\n<ul class=\"bullet-list\">\n<li>the study name<\/li>\n\n\n\n<li>the research tool used (e.g. Tree Test, Card Sort, Freeform)<\/li>\n\n\n\n<li>study type (moderated or unmoderated)<\/li>\n\n\n\n<li>participant progress (completed, abandoned, screened out)<\/li>\n\n\n\n<li>who created the study<\/li>\n\n\n\n<li>current status (e.g. draft, active, finished)<\/li>\n<\/ul>\n\n\n\n<p class=\"text-block\">On the right side, you will find a button that takes you directly to either study setup or results (depending on its current state). Additional options such as duplicating or deleting the study are available through the action menu. Three studies are shown by default, with the option to load more.<\/p>\n\n\n<div class=\"callout-block\" tabindex=\"0\">\n            \n            <div class=\"callout-content\"><strong>Tip:<\/strong> If you regularly work across multiple studies, this section makes switching between them much faster than searching.<\/div>\n        <\/div>\n\n\n<div class=\"image-block\">    <div class=\"image-instance\">\n                    <img decoding=\"async\" class=\"image\" src=\"https:\/\/help.uxtweak.com\/wp-content\/uploads\/2026\/01\/dashboard-first-card-1.png\" alt=\"Recent studies\" \/>\n                <div class=\"right-container\">\n            <div class=\"text\">\n                                    <h4>Recent studies<\/h4>\n                                                    <p>Shows recently opened studies with status and participant progress.<\/p>\n                            <\/div>\n            <div class=\"links\">\n\n            <\/div>\n        <\/div>\n    <\/div>\n    <\/div>\n\n\n<h2 id=\"recent-recruitments\" class=\"heading-block\" tabindex=\"0\">Recent Recruitments<a class=\"copy-link\" title=\"Copy link\" data-id=\"recent-recruitments\">&nbsp;<img decoding=\"async\" src=\"https:\/\/help.uxtweak.com\/wp-content\/themes\/uxtweak\/public\/assets\/images\/icons\/link.svg\" alt=\"Copy link\" \/><\/a><\/h2>\n\n\n<p class=\"text-block\">Below the studies, you\u2019ll find your most recent participant recruitments. This lets you quickly check how data collection is progressing without entering individual studies.<\/p>\n\n\n\n<p class=\"text-block\">Each recruitment entry shows:<\/p>\n\n\n\n<ul class=\"bullet-list\">\n<li>the recruitment name<\/li>\n\n\n\n<li>recruitment type (e.g. User Panel or Own Database)<\/li>\n\n\n\n<li>the study it belongs to<\/li>\n\n\n\n<li>who created it<\/li>\n\n\n\n<li>current status (e.g. collecting, paused, completed)<\/li>\n<\/ul>\n\n\n\n<p class=\"text-block\">An action menu is available on the right with additional recruitment-related options. Three recruitments are shown first with the ability to load more.<\/p>\n\n\n<div class=\"callout-block\" tabindex=\"0\">\n            \n            <div class=\"callout-content\"><strong>Tip:<\/strong> If you are collecting participants in multiple studies at the same time, this section helps you spot issues early (e.g. low collection).<\/div>\n        <\/div>\n\n\n<div class=\"image-block\">    <div class=\"image-instance\">\n                    <img decoding=\"async\" class=\"image\" src=\"https:\/\/help.uxtweak.com\/wp-content\/uploads\/2026\/01\/dashboard-second-card.png\" alt=\"Recent recruitments\" \/>\n                <div class=\"right-container\">\n            <div class=\"text\">\n                                    <h4>Recent recruitments<\/h4>\n                                                    <p>Displays participant recruitments linked to recent studies with their current status.<\/p>\n                            <\/div>\n            <div class=\"links\">\n\n            <\/div>\n        <\/div>\n    <\/div>\n    <\/div>\n\n\n<h2 id=\"insight-list\" class=\"heading-block\" tabindex=\"0\">Insight List<a class=\"copy-link\" title=\"Copy link\" data-id=\"insight-list\">&nbsp;<img decoding=\"async\" src=\"https:\/\/help.uxtweak.com\/wp-content\/themes\/uxtweak\/public\/assets\/images\/icons\/link.svg\" alt=\"Copy link\" \/><\/a><\/h2>\n\n\n<p class=\"text-block\">The Insight List gives you a central overview of Insights collected across all your studies. It helps you quickly browse findings in one place without needing to open each study separately.<\/p>\n\n\n\n<p class=\"text-block\">Each Insight entry includes:<\/p>\n\n\n\n<ul class=\"bullet-list\">\n<li>the Insight name<\/li>\n\n\n\n<li>when it was last edited<\/li>\n\n\n\n<li>the study it belongs to<\/li>\n\n\n\n<li>the editors involved<\/li>\n\n\n\n<li>an action menu with additional options<\/li>\n<\/ul>\n\n\n\n<p class=\"text-block\">Three insights are shown by default, with the option to load more.<\/p>\n\n\n<div class=\"callout-block\" tabindex=\"0\">\n            \n            <div class=\"callout-content\">Tip: If you work with Insights across multiple studies, this section makes it much easier to keep track of recent findings and jump back into analysis faster.<\/div>\n        <\/div>\n\n\n<div class=\"image-block\">    <div class=\"image-instance\">\n                    <img decoding=\"async\" class=\"image\" src=\"https:\/\/help.uxtweak.com\/wp-content\/uploads\/2026\/03\/Insights-list.png\" alt=\"Insight list\" \/>\n                <div class=\"right-container\">\n            <div class=\"text\">\n                                    <h4>Insight list<\/h4>\n                                                    <p>Displays Insights from across studies, including their study, last edit date, and editors.<\/p>\n                            <\/div>\n            <div class=\"links\">\n\n            <\/div>\n        <\/div>\n    <\/div>\n    <\/div>\n\n\n<h2 id=\"quota-overview\" class=\"heading-block\" tabindex=\"0\">Quota Overview<a class=\"copy-link\" title=\"Copy link\" data-id=\"quota-overview\">&nbsp;<img decoding=\"async\" src=\"https:\/\/help.uxtweak.com\/wp-content\/themes\/uxtweak\/public\/assets\/images\/icons\/link.svg\" alt=\"Copy link\" \/><\/a><\/h2>\n\n\n<p class=\"text-block\">The Dashboard also shows a short overview of how many participant quotas you have available. Quotas are displayed as donut charts that show how much has been used and how much remains. The specific quotas displayed may differ depending on your account and plan.<\/p>\n\n\n\n<p class=\"text-block\">For full quota details, including expiration, open <strong>My Plan<\/strong>.<\/p>\n\n\n<div class=\"callout-block\" tabindex=\"0\">\n            \n            <div class=\"callout-content\"><strong>Tip:<\/strong> Keeping an eye on quotas helps prevent interruptions when running multiple studies at once.<\/div>\n        <\/div>\n\n\n<div class=\"image-block\">    <div class=\"image-instance\">\n                    <img decoding=\"async\" class=\"image\" src=\"https:\/\/help.uxtweak.com\/wp-content\/uploads\/2026\/01\/dashboard-third-card.png\" alt=\"Quota overview\" \/>\n                <div class=\"right-container\">\n            <div class=\"text\">\n                                    <h4>Quota overview<\/h4>\n                                                    <p>Illustrates remaining quotas as donut charts.<\/p>\n                            <\/div>\n            <div class=\"links\">\n\n            <\/div>\n        <\/div>\n    <\/div>\n    <\/div>\n\n\n<h2 id=\"creating-a-new-study\" class=\"heading-block\" tabindex=\"0\">Creating a New Study<a class=\"copy-link\" title=\"Copy link\" data-id=\"creating-a-new-study\">&nbsp;<img decoding=\"async\" src=\"https:\/\/help.uxtweak.com\/wp-content\/themes\/uxtweak\/public\/assets\/images\/icons\/link.svg\" alt=\"Copy link\" \/><\/a><\/h2>\n\n\n<p class=\"text-block\">You can create a new study directly from the dashboard by selecting the <strong>New study<\/strong> button. This opens a setup window where you can choose a research tool, pick whether the study is moderated or unmoderated, and select a variant for tools that support it (such as open, closed, or hybrid for Card Sorting).<\/p>\n\n\n\n<p class=\"text-block\">For more information, see our <a href=\"\/help\/study-creation\">study creation<\/a> article.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>The dashboard is the first screen you see after signing in to UXtweak. It gives you a quick way to return to your recent work, check how your recruitments are doing, and keep an eye on your pricing quotas. On the dashboard, you can: This reduces the need to search for studies or open multiple [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"content-type":"","inline_featured_image":false,"footnotes":""},"categories":[33],"tags":[18],"class_list":["post-182","page","type-page","status-publish","hentry","category-general","tag-featured"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.uxtweak.com\/help\/wp-json\/wp\/v2\/pages\/182","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.uxtweak.com\/help\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.uxtweak.com\/help\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.uxtweak.com\/help\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.uxtweak.com\/help\/wp-json\/wp\/v2\/comments?post=182"}],"version-history":[{"count":203,"href":"https:\/\/www.uxtweak.com\/help\/wp-json\/wp\/v2\/pages\/182\/revisions"}],"predecessor-version":[{"id":3575,"href":"https:\/\/www.uxtweak.com\/help\/wp-json\/wp\/v2\/pages\/182\/revisions\/3575"}],"wp:attachment":[{"href":"https:\/\/www.uxtweak.com\/help\/wp-json\/wp\/v2\/media?parent=182"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.uxtweak.com\/help\/wp-json\/wp\/v2\/categories?post=182"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.uxtweak.com\/help\/wp-json\/wp\/v2\/tags?post=182"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}