Once you've created your research templates, you might want to update certain parts of the process. This article explains how to edit your activities and which elements can be modified.
There are two ways to begin editing an activity:
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Click the name of the activity.
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Open the Actions menu in the rightmost column and click Edit.
If the activity is still in draft, clicking either option takes you to the Activity Publish page, where you can update any step.
If the activity is published or closed, clicking the activity name opens a Reports landing page.
This new page displays all reports associated with the activity — including Quantitative, Qualitative, and Crosstabs — even those created on the legacy platform. The system auto‑generates default reports if they don't exist and lets you create more as needed.
Note: Quick Question activities will follow this reporting flow once support is added for that activity type.
To edit a published or closed activity, use the Edit Activity button at the top right.
Editable Activity Components
Audience
The selected community, panel, or distribution link cannot be changed. However, you may edit the members or groups within a community that has access to the activity.
A banner at the top of the screen reminds you that the activity is live. Any saved changes are immediately visible to members.
Activity Details / Discussion Board Details
This section is fully editable. You can update the activity’s title, card details, landing page, and incentives.
Survey Details
You can update the survey or modify the survey experience as needed. Only reimport the same survey if you need to implement programming changes. Avoid switching to a different survey unless it is absolutely necessary. Although the system provides a warning against this action, it does not prevent you from doing it.
Publish
You can update the activity’s close date.