TABLE OF CONTENTS
- Assessments
When you select a workspace, the main area (excluding the Header and Sidebar) displays tools and information specific to that workspace.

In each workspace you have five main pages:
- Dashboard
- People
- Objectives
- Tasks
- Assessments

Assessments
Creating a New Assessment
Click the + icon on top right of the assessment page to open Create Assessment modal.
Fill in the assessment information:
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If the workspace setting is set to “Members can access: Their own work only,” you'll see two additional fields, allowing you to grant access to the assessment report to all members.
- Comments access: Indicate who can see the comments: Everyone, only teammates, or only owner/admin(s)
- Report access: Indicate whether you would like members to have full access to the result report, view the result anonymously, or have no access to the result.
Questions
Click the Questions tab on the top of the modal to create your questionnaire.
![]() | If it's a General Assessment, simply add your questions and select a question type: Choice (turn on checkboxes to allow multiple answers), Likert (a 1–5 rating scale), or Text (open-ended responses). |
Inside an Assessment
Assessment Info BoardOn the left side of the assessment, you’ll find key details such as the assessment's workspace type, assignee(s), reviewer(s), start and due dates, and settings. | ![]() |

In the Peer Assessment report, you will see the list of members of the assessed team(s). If an individual belongs to multiple teams, their name will appear more than once, as their performance needs to be evaluated separately within each team. Each row in the report includes the following information:
- Members: Name of the person being assessed.
- Status: Whether they have completed their assessment "
" , or not "
". - Team: The team to which the member belongs.
- Own Opinion: The average score the member gave themselves.
- Teammates Opinion: The average score given by their teammates.
- Assessors Progress: A progress bar showing how far teammates’ evaluations have been completed.
- Assessors Report (
) : Click to see who has already assessed this member (before all evaluations are completed). - Reminder (
): Click to send a reminder email to the member.
You can click (
) to send reminder email to all members who have not completed the assessment.
Peer Assessment ResultsWhen all team members have completed the assessment, click the ( At the top of the report, you can compare the average score given by all teammates across all questions (T) to the score the member gave themselves (O), on a Likert scale. Below that, you’ll find detailed results for each question, including:
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If, in the assessment settings, you set “Assignees can see the anonymized assessment report,” assignees will be able to view the average score they gave themselves and the average scores from all teammates for each question once the assessment is completed by everyone.
General Assessment
Assessment Info BoardSimilar to Peer Assessments, on the left side of a general assessment, you’ll find key details such as the assessment's workspace type, assignee(s), reviewer(s), start and due dates, and settings. | ![]() |
Assignees Report
Right bellow the Info Board, in the Assignees Report section, you'll see a list of assignees along with their submission status:
If the list is long, use the search bar at the top of the section to quickly find a specific person. | ![]() |
Assessment Results
In the Assessment Results section, you’ll find the responses submitted by participants.
Depending on the question types:
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| If there are many respondents and you need to view a specific person’s responses, use the Filter Member dropdown at the top of the Assessment Results section to select their name. |
Download Report as CSV 
You can download the assessment report in the form of a CSV (Comma-Separated Values) file for the whole assessment on the main assessment page. CSV can be opened with any spreadsheet software like MS Excel, or Google Sheets. You can then have offline access to the report and perform various operations on the data, such as sorting, filtering, creating charts, and generating reports tailored to your requirements
Complete an Assessment
- Submit Assessment: If you are assigned to the assessment you can answer the questionnaire by clicking on "Submit Assessment" button on the top.
- Mark as Done: Click Mark as Done when you completed the assessment and/or analyzed the results.
Assessment Views
On the top right of the Assessment page you can choose between List view or Grid view.

List View
List view shows the assessments in a table format with the details of each in front of it.
Adjust List View Columns
In the list view, click (
) icon to adjust the columns based on your needs.

Pin/Unpin in List View
- Hover over the assessment that you want to pin at the top of the list to display the pin icon (
) in front of it. - Click the pin icon.
- A tilted pin icon (
) shows that the assessment is pinned. - Click the tilted pin icon to unpin the assessment.
The first time Owners use pinning, they'll be asked whether they want the same pinning to apply to other members' workspaces as well. Member's pinning is only shown in their own workspace.Grid ViewGrid view shows the assessments in tile format. On each tile from the top to bottom you will see:
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Set Tiles Color
- Click the settings icon " ⋮ " on top right of each tile,
- Select 'Color',
- Choose a color from the pallet, or create your own by clicking on + icon
Pin/Unpin in Grid View
- Click on the settings icon " ⋮ " on top right corner of each tile
- Select on Pin
- A tilted pin icon "
" will appear on top of the tile showing the assessment is pinned. - Click the tilted pin icon to unpin the assessment
Edit Assessment Details
Reviewers of an assessment can always edit the details of an assessment (name, assignees, reviewers, description, start or due date, attached files or links, settings).
There are two ways of doing that:
- In either tree view or grid view,
- Click the settings icon ( ⋮ ) in front of the assessment,
- Select Edit,
- Make the desired changes and click Update.
- Inside the Assessment page,
- Click Edit button on the top
- Make the desired changes and click Update.
Note: You won't be able to change the assessment type or edit the questions Assessments Status (Open/Done/Archive)
Assessments, similar to Objectives and Tasks pages, are categorized into three groups:
- Open refers to the assessments that are active
- Done refers to the assessments that are not active anymore, whether successfully achieved or past due.
- Archive refers to the assessments that are not relevant anymore or need to be temporarily set aside.
How to Send an Assessment to Done
- In list view or grid view, click the settings icon " ⋮ " in front of the assessment row/tile, and click Mark as Done, or
- Open the assessment page (accessible for reviewers) and click "Mark as Done" button on the top.
How to Archive an Assessment
In list view or grid view, click the settings icon " ⋮ " in front of the assessment row/tile, and click Archive.
How to See Done/Archived Assessments
You can see Open, Done, and Archived tabs on the top of the Assessments page. Click each to see the respective assessments.
How to Restore an Archived Assessments
- Go to the Archived tab on the top of the assessments page,
- Click the settings icon " ⋮ " in front of the assessment you want to restore,
- Click Restore, and confirm
How to Permanently Remove an assessments
To permanently remove an open assessments,
- First, send the assessments to the Archived; click the settings icon and click Archive,
- Then, click the Archived tab on top of Assessments section,
- Click the settings icon " ⋮ " and click Remove.
How to Reopen a Done Assessments
- Go to the Done tab.
- Click the settings icon " ⋮ "
- Click reopen.
Search Assessments by Filter
You can see a search bar on the top right of the Assessments page, similar to Objectives and Tasks pages.
- Select your search category from the drop down list “Search by” — you can look up Assessment Title, Assignees, Teams, or Reviewers,
- Type your keyword in the “Enter search text” field.
To view all Assessments again, simply clear the search bar.
Share an Assessment's Link
Each Assessment has its unique link that can be shared. To copy the Assessment's link:
- Click the Assessment's settings icon " ⋮ "
- Select Share Link
- Click Copy to copy the link in your clipboard
Note: The content of the shared assessment will be only visible to those who have the right access.
Related Article: People
Related Article: Tasks
Related Article: Objectives & Key Results










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View the person's responses





