Project navigation and settings

This article gives you a clear overview of how projects work in My Effectory. When you select a project under Surveys > Projects, you land in a workspace where you can navigate through surveys, share files with other coordinators, and manage all project settings in one place.

What you see on the project page

The project page has three tabs: Surveys, Files, and Settings. Each tab supports a different part of your survey workflow.

Surveys

At the top of the Surveys page, you see the project’s response overview. This shows your organisation’s response rate and the benchmark for comparison (if one has been set up). You can click View response to open a more detailed view. If you want to learn more about how response rates work, see this article.

Below, you see an overview of all surveys in the project. Each survey card shows:

• The survey status (draft, planned, running, or complete)

• Response rate information (learn more)

• A three dots menu with project actions

Above the list, you can filter the view to show only your own surveys, filter by status, change the sort order, and search by survey name.

Files

In the Files tab, you can upload and share files that are relevant to the project. Everything you upload here is visible to all coordinators who have access to the project. It is a safe way to share documents with other coordinators or with Effectory.

Settings

The Settings tab in your project page gives you full control over how your project is set up. Only central coordinators and project coordinators can edit project settings.

There are two types of settings on this page: essential settings and additional settings.

Essential settings

Essential settings are a core part of survey setup. We recommend completing all of them before you start creating surveys.

• Participants: Select and manage the employees included in this project. This defines who can be invited to surveys. 
• Reporting structures: Define how your organisation is grouped for results. Every project needs at least one structure. You can set it up after importing employee data or during project setup. Learn more about reporting structures here.
• Group coordinators: Link coordinators to the groups they should access. You can assign them manually or set up automatic linking. Learn more about coordinator roles here.
• Languages for invites & surveys: Choose the languages available for invitations, questionnaires, and Your Feedback results. Learn more about language settings here.
• External benchmarks: Select one or more benchmarks to compare your results with similar organisations. Learn more about benchmarks here.

Additional settings

Additional settings help you customise your project and adjust permissions.

• Project name: Rename your project to keep your overview organised and easy to navigate.
• Project coordinators: View and manage who has full access to all surveys and data in this project. Learn more about coordinator roles here.
• Question library: Manage all question sets used in your surveys. You can add, update, or reuse question sets. Learn more about the question library here.
• Survey design templates: Set the visual style for your surveys by choosing or adjusting design templates. These define the look and feel of your questionnaires and survey invitations. Learn more about design templates here.