{"id":50081,"date":"2020-05-02T07:03:00","date_gmt":"2020-05-02T07:03:00","guid":{"rendered":"https:\/\/www.sogolytics.com\/help\/?page_id=50081"},"modified":"2022-08-11T07:47:54","modified_gmt":"2022-08-11T07:47:54","slug":"how-to-switch-project-type","status":"publish","type":"page","link":"https:\/\/www.sogolytics.com\/help\/how-to-switch-project-type\/","title":{"rendered":"Switch Project Type"},"content":{"rendered":"<p>Built a survey but suddenly realized it should be an assessment, or vice versa? No worries! Rather than recreating your project from scratch, you can make the switch in just a few steps. Use Switch Project Type and you\u2019ll be on your way in no time.<\/p>\n<p>Here\u2019s how:<\/p>\n<ol>\n<li>Select a project to edit.<\/li>\n<li>From the Design menu bar, click on the Options icon and choose Switch Project Type.<\/li>\n<li>By default, the current project will be shown selected. Select the desired project type to make the switch.<\/li>\n<li>Save.<\/li>\n<\/ol>\n<p><img decoding=\"async\" src=\"\/help\/wp-content\/uploads\/2022\/08\/R30.2.73.png\" \/><\/p>\n<p><strong>After the Switch<\/strong><br \/>\nSince each project type has its own unique features, switching the project type will reset or remove project-specific options.<\/p>\n<p><strong><em>When an Assessment is switched to a Survey or CX Project<\/em><\/strong>, the following will be removed\/reset:<\/p>\n<ul>\n<li>Assign Scores<\/li>\n<li>Category Score Graph<\/li>\n<li>Rules and Alerts based on scores obtained<\/li>\n<li>Setting Time Limit<\/li>\n<li>Results Page<\/li>\n<li>Print Results<\/li>\n<\/ul>\n<p><strong><em>When a Survey is switched to an Assessment<\/em><\/strong>, the following will be removed\/reset:<\/p>\n<ul>\n<li>Bar Graph from Thank You Page<\/li>\n<\/ul>\n<p><strong><em>When a Survey is switched to an CX Project<\/em><\/strong>, no features are removed\/reset.<\/p>\n<p><strong><em>When a CX Project is switched to an Assessment<\/em><\/strong>, the following will be removed\/reset:<\/p>\n<ul>\n<li>Tags<\/li>\n<li>CSAT and CES questions (will be converted to Rating Radio Button)<\/li>\n<li>Key Driver questions (will be converted to Rating Radio Grid)<\/li>\n<li>Custom Metrics (will remain the original rating type question, just not a Metric)<\/li>\n<li>Drivers (will remain the original rating type question, just not a Driver)<\/li>\n<li>Bar graph from Thank You page<\/li>\n<li>Rules and Alerts based on CSAT and CES scores obtained<\/li>\n<\/ul>\n<p><strong><em>When a CX Project is switched to a Survey<\/em><\/strong>, the following will be removed\/reset:<\/p>\n<ul>\n<li>Tags<\/li>\n<li>CSAT and CES questions (will be converted to Rating Radio Button)<\/li>\n<li>Key Driver questions (will be converted to Rating Radio Grid)<\/li>\n<li>Custom Metrics (will remain the original rating type question, just not a Metric)<\/li>\n<li>Drivers (will remain the original rating type question, just not a Driver)<\/li>\n<li>Rules and Alerts based on CSAT and CES scores obtained<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Built a survey but suddenly realized it should be an assessment, or vice versa? No worries! Rather than recreating your project from scratch, you can make the switch in just a few steps. Use Switch Project Type and you\u2019ll be on your way in no time. Here\u2019s how: Select a project to edit. From the Design menu bar, click on the Options icon and choose Switch Project Type. By default, the current project will be shown selected. Select the desired project type to make the switch. Save. After the Switch Since each project type has its own unique features, switching the project type will reset or remove project-specific options. When an Assessment is switched to a Survey or CX Project, the following will be removed\/reset: Assign Scores Category Score Graph Rules and Alerts based on scores obtained Setting Time Limit Results Page Print Results When a Survey is switched to an Assessment, the following will be removed\/reset: Bar Graph from Thank You Page When a Survey is switched to an CX Project, no features are removed\/reset. When a CX Project is switched to an Assessment, the following will be removed\/reset: Tags CSAT and CES questions (will be converted to Rating Radio Button) Key Driver questions (will be converted to Rating Radio Grid) Custom Metrics (will remain the original rating type question, just not a Metric) Drivers (will remain the original rating type question, just not a Driver) Bar graph from Thank You page Rules and Alerts based on CSAT and [&hellip;]<\/p>\n","protected":false},"author":26,"featured_media":0,"parent":0,"menu_order":424,"comment_status":"closed","ping_status":"closed","template":"sogo_new_design.php","meta":{"footnotes":""},"categories":[162],"tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v19.7.2 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Switch Between Project Types | Sogolytics<\/title>\n<meta name=\"description\" content=\"If your have built a survey but you&#039;d like to switch to assessment, or vice versa, switch your project type instead of recreating your project.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.sogolytics.com\/help\/how-to-switch-project-type\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Switch Between Project Types | Sogolytics\" \/>\n<meta property=\"og:description\" content=\"If your have built a survey but you&#039;d like to switch to assessment, or vice versa, switch your project type instead of recreating your project.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.sogolytics.com\/help\/how-to-switch-project-type\/\" \/>\n<meta property=\"og:site_name\" content=\"Sogolytics\" \/>\n<meta property=\"article:modified_time\" content=\"2022-08-11T07:47:54+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.sogolytics.com\/help\/how-to-switch-project-type\/\",\"url\":\"https:\/\/www.sogolytics.com\/help\/how-to-switch-project-type\/\",\"name\":\"How to Switch Between Project Types | Sogolytics\",\"isPartOf\":{\"@id\":\"https:\/\/www.sogolytics.com\/help\/#website\"},\"datePublished\":\"2020-05-02T07:03:00+00:00\",\"dateModified\":\"2022-08-11T07:47:54+00:00\",\"description\":\"If your have built a survey but you'd like to switch to assessment, or vice versa, switch your project type instead of recreating your project.\",\"breadcrumb\":{\"@id\":\"https:\/\/www.sogolytics.com\/help\/how-to-switch-project-type\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.sogolytics.com\/help\/how-to-switch-project-type\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.sogolytics.com\/help\/how-to-switch-project-type\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.sogolytics.com\/help\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Switch Project Type\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.sogolytics.com\/help\/#website\",\"url\":\"https:\/\/www.sogolytics.com\/help\/\",\"name\":\"Sogolytics\",\"description\":\"Sogolytics - 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