Adding Categories & Questions
Categories
Categories are the key ingredients for achieving a result. For Example; if you were a Fitness Trainer, someone might want to work with you because they have a goal of getting fit. Your Scorecard headline might be ‘Discover Your Fitness Score’ but the key ingredients or the categories that will help you to uncover that might be Exercise, Nutrition and Sleep.
Add categories
Click Questions from the left-hand menu.
Click the category icon from the toolbar on the left.
Click on Add category
Name the category.
You can leave the rest blank/default or customise to your specification.
- Name: The title of your category. This will display on your scorecard and reports.
- Description: A short explanation of what the category measures or represents. This helps clarify its purpose for you and your audience.
- Icon: An optional image or symbol you can upload to visually represent the category on your scorecard.
- Scoring Logic: Determines how this category’s score is used in the overall scorecard. For example, you can add it to the total score or use it for category-specific insights.
- Press Create.
- Repeat till you have added all of your categories and click Save at the top-right corner.
Adding a question to your scorecard
Click Questions from the left-hand menu.
- Select Questions
- Click Add question
- Click on the question format you'd like to use.
Write your questions
Once you have chosen your question type you can then start writing your question and answers
Assign a question to a category and add scoring
You can choose to group your questions into categories (subjects/areas) that will provide an individual score for that category.
When creating your question you can leave the question uncategorised or you can assign that question to a category using the drop down box.
- Enter your question and answer options
- Select the 'answers tab'
- Toggle on 'scoring'
- Select the category you'd like the answer option to belong to
- Assign the number of points
Adding Instructions to questions
- Instructions can be added by clicking "questions" on the right
- Toggle on the "show instructions" option. This can be useful if you need to provide some guidance on how best to answer a question.
Once you have finished click save and repeat the above steps to add more questions.
Related support articles
- To explore the questions types and scoring logic CLICK HERE