Step 2 — Design an Assessment¶

Before creating individual assessments, you need an assessment template in the Library. The Library is where you define the questions, scoring rules, and categories that all assessments of that type will use.

Terminology

In your organization, assessments might be called "Evaluations", "Surveys", "Reviews", or something else entirely. You can customize what the platform calls assessments in Settings → Branding. All references throughout the system will use your chosen terminology.

Opening the Library¶

Click Library in the left sidebar.

Library showing list of assessment templates

See Library Overview for complete details on managing assessment templates.

Creating a New Template¶

Click + Design Assessment in the top-right corner.

The template editor opens. Give it a name, then add categories and questions.

What Goes in a Template¶

Element	Description
Categories	Top-level groupings (e.g., User Experience, Plan of Action) — organize your assessment structure
Questions	Individual prompts within each category — supports multiple choice, rating scales, open-ended text, and more
Scoring	Define score zones: At Risk, Could Improve, Optimal — controls how results are calculated

Learn more: Question Types | Scoring Rules

Using an Existing Template¶

If a template already exists that fits your needs, you can use it directly when creating an assessment — you do not need to create a new one.

Browse existing templates in the Library and search by name or category to find what you need.

Editing & Managing Templates¶

Edit a template: Click the template name in the Library to open the editor
Duplicate a template: Use the duplicate option to create a variation based on an existing template
Archive a template: Hide inactive templates from the list
View usage: See which assessments use each template

See Library Reference for complete template management instructions.

Next Step¶

Step 3 — Deliver your Assessment

Library Overview — Assessment template management and best practices
Question Types — Supported question formats and use cases
Scoring Rules — Define score zones and thresholds
Assessment Categories — Organize your assessment structure