---
title: Assessment Dashboard
description: "## Video Guide [![Welcome to the Agolix Assessment Dashboard](https://agolix.com/wp-content/uploads/2025/02/Welcome-to-the-Agolix-Assessment-Dashboard2.jpg)](https://vimeo.com/1188238815) [Welcome to the Agolix Assessment Dashboard](https://vimeo.com/1188238815) (Video link opens in a new browser tab) ## Dashboard Overview When you first log into your account, you'll be directed to your account dashboard.…"
url: "https://agolix.com/user-guide/assessment-dashboard/"
updated: "2026-09-07"
category: Assessment Setup
---

# Assessment Dashboard

## Video Guide

[![Welcome to the Agolix Assessment Dashboard](https://agolix.com/wp-content/uploads/2025/02/Welcome-to-the-Agolix-Assessment-Dashboard2.jpg)](https://vimeo.com/1188238815)

[Welcome to the Agolix Assessment Dashboard](https://vimeo.com/1188238815)
(Video link opens in a new browser tab)

## Dashboard Overview

When you first log into your account, you'll be directed to your account dashboard.

The **"New Assessment"** button is in the dashboard's upper right corner.

![Assessment dashboard with collections](https://agolix.com/wp-content/uploads/2022/12/Assessment-Dashboard-with-Collections-1100x321.png)

Click this button to create a new assessment.

You can also click the **"Generate With AI"** button to build a complete assessment using the **[AI-Powered Assessment Generator](https://agolix.com/user-guide/create-with-agolixs-ai-powered-assessment-generator/)** — a faster way to get started with a fully built assessment from a simple prompt.

See **[Create Your First Assessment](https://agolix.com/user-guide/create-your-first-assessment/)** for details.

### Collections

With **Professional** plans, several settings are available to help you organize your assessments by collection.

![Show Assessment in Collections](https://agolix.com/wp-content/uploads/2022/12/Show-Assessments-in-All-Collections-1100x107.png)

#### Filter Assessments by Collection

The **"Show Assessments"** drop-down menu offers the ability to show only assessments that are assigned to a specific collection. The **"All Collections"** setting is selected by default.

![Filter Assessments by Collection](https://agolix.com/wp-content/uploads/2022/12/Show-Assessment-Collections-Menu.png)

See **[Assign to Assessment Collection](https://agolix.com/user-guide/set-up-assessment/)** for more details.

#### Manage Collections

Click the **"Manage Collections"** button to view a list of your Collections on a dedicated screen.

![](https://agolix.com/wp-content/uploads/2022/12/Manage-Collections-1-1100x202.png)

#### Create A New Collection

Click the **"Create a New Collection"** button to create a new assessment collection.

![Create a new assessment collection](https://agolix.com/wp-content/uploads/2022/12/Create-a-New-Collection-1100x202.png)

#### Edit Collection

When you do so, a window on the screen will allow you to enter the details for your collection.

![Edit Assessment Collection](https://agolix.com/wp-content/uploads/2022/12/Edit-Collection.png)

In addition to the **Title**, you can also enter these details for each collection:

- **Collection Description**: a text description to help you remember why the collection was created
- **Brand Name:** specify the brand name for the **"From"** field in **Results email messages** for the assessments in each collection.
- **Brand Email:** specify the brand email address for the **"Reply-To"** field in **Results email messages** for the assessments in each collection.

 

Click the **"Save"** button to complete the creation of your collection.

Your new collection will show on the list along with the description.

![Manage Collections with new collection](https://agolix.com/wp-content/uploads/2022/12/Manage-Collections-with-new-collection-1100x250.png)

Click the **"Assessments"** button to return to the **Assessment Dashboard**.

### Dashboard Column Headings

The following headings are shown at the top of the columns on the **Assessment Dashboard**.

![Assessment Dashboard Column Headings](https://agolix.com/wp-content/uploads/2022/12/Assessment-Dashboard-Headings-scaled.png)

- **Title**: Assessment Title (as entered on the **"Setup Tab"** -- see [**Assessment Setup**](https://agolix.com/user-guide/set-up-assessment/) for details)
- **Collection**: Assessment Collection (for ****Professional**** plans only; as entered on the **"Setup Tab"** -- see [**Assessment Setup**](https://agolix.com/user-guide/set-up-assessment/) for details)
- **Scoring**: The scoring model chosen for each assessment. It can be **Simple**, **Multi-type, or 360**° (360° Assessments are available for **Professional** plans only).
- **Enabled**: An indication of whether the assessment is enabled so that respondents can complete the assessment. It can be Yes or No.
- **Modified**: Date when the assessment was last modified or completed. The arrow sorts assessments by date.
- **Zap**: This column indicates whether the assessment has an active [integration with an external application through Zapier](https://agolix.com/user-guide/application-integrations/), so the respondent information is shared with that application upon assessment completion. It can be **Yes** or **No**.

### List of Assessments

Below the headings is the list of assessments in your account, with the most recently edited assessment at the top.

![](https://agolix.com/wp-content/uploads/2022/12/List-of-Assessments-1-1100x176.png)

Several complementary assessment examples are automatically loaded into your account when you first create it. By default, they are disabled, so they do not count against your active assessment limit.

### Assessment Menu Options

When you mouse over each assessment, you'll see a menu of options underneath.

![Assessment Menu Options](https://agolix.com/wp-content/uploads/2022/12/Assessment-Menu-scaled.png)

Here is the list of options available for your assessments:

- **Edit**: Enter the assessment editor to modify settings for this assessment.
- **Share Assessment**: Go to the Share Assessment page for this assessment.
- **Duplicate**: Make an exact copy of the assessment.
- **Test Assessment**: Test your assessment to view operation on a desktop or laptop.
- **Test Mobile**: Test your assessment to view operation on a mobile device.
- **Responses**: View the Responses Page for this assessment.
- **Delete**: Completely remove the assessment from your account. Confirmation required. **This command cannot be undone.**

 

Please review the rest of the **[Reference Guide](https://agolix.com/user-guide/)** to learn more about our software.

Thank you for choosing **Agolix**!