Directories

Use directories to organize your surveys

M
Melissa
2 min read

Use directories to organize your surveys according to your needs, for example by department or topic.

Create a directory

  1. Access the list of Surveys through the main navigation menu.
  1. Click on the Directories tab.
  1. Click on Create.
  1. Name your directory and click on Create.
  1. Go to the list of Surveys to add one or several of them to your newly created directory.

Add a survey to a directory

  1. Access the list of Surveys through the main navigation menu.
  1. Open the survey’s three-dot menu and click on Add to a directory.
  1. Use the checkbox to select the directory where you want to add the survey. You can add the same survey to multiple directories.
  1. Click on Apply.

Remove a survey from a directory

  1. Access the list of Surveys through the main navigation menu.
  1. Open the survey’s three-dot menu and click on Add to a directory.
  1. Directories where the survey is located are checked. To remove the survey from a directory, uncheck said directory. You can remove the survey from several directories at once.
  1. Click on Apply.

View a directory

  1. Access the list of Surveys through the main navigation menu.
  1. Click on Directories.
  1. Click on a directory to access the list of surveys that have been added to it.

Rename or delete a directory

  1. Access the list of Surveys through the main navigation menu.
  1. Click on Directories.
  1. Click on the three-dot menu of the directory you wish to rename or delete.
  1. To rename the directory, click on Rename, edit its name and click on Save.
  1. To delete a directory, click on Delete. Only the directory will be deleted; surveys that were included in the directory will remain available under Surveys.

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