checkbox 5 new features guide

Checkbox Survey Solutions - 44 Pleasant Street Suite 110 - Watertown, MA 02472 – 617.715.9600 – www.checkbox.com

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Checkbox 5 New Features Guide The Checkbox development team has been hard at work building (in our humble opinion) our smartest, fastest, most flexible version to date. We’ve listened to customer feedback and added new features like survey dashboards, intuitive wizards, and survey page and item drag & drop functionality. Take a tour of the new feature highlights below or visit http://www.checkbox.com/demos/webinars to view our 5.0 training webinar.

Overhauled User Interface Survey Editor Dashboard Expandable Style Editor Invitation Draft Saving Universal Search Survey/Item Drag & Drop

Launch Wizard Invitations Wizard Multi-Question Charts Enhanced API (coming soon) Performance Improvements Improved Single Sign-On Integration


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User Interface Redesign An overhauled user interface dramatically simplifies navigation and makes Checkbox’s most powerful features more accessible. The Survey Manager dashboard provides “at-a-glance” survey status and centralizes control over all related functions, such as reports, invitations, etc.

Survey Editor Dashboard

This new expandable view allows you to add, edit, copy, move and delete survey items in one view. No more survey scrolling or flipping through pages - everything you need to construct your survey is right in front of you thanks to Checkbox's streamlined dashboard layout.

Expandable Style Editor Creating style templates and sharing them with other users is easier than ever with the new, more intuitive Style Manager dashboard. The new expandable layout gives you more control over survey look and feel.


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Universal Search Universal search allows you to search for the entire Checkbox application at once. Keep your searches as broad or as narrow as you wish using the location drop-down.

Survey Drag & Drop With this time-saving feature you can quickly and easily rearrange survey pages, survey items, and even answer choices!

Launch Wizard

The Launch Wizard is Checkbox Survey’s new, streamlined survey launch process. This wizard will guide you through the stages of launching your survey, including Permissions, Response Options and Response Limits.


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Invitations Wizard

The new Invitation Wizard simplifies survey distribution. Create as many invitations as you need for any given survey and add recipients to your invitation at any time. If you choose not to add recipients at the time of invitation creation, Checkbox will save your invitation as a draft for later use!

Multi-Question Charts You can now display results from multiple questions on the same report chart, allowing you to compare response data for analysis.

Other Enhanced Features:

o Performance Improvements - Substantial performance improvement when managing large data sets (e.g. large user groups, data export, etc.)

o Improved Single Sign-On Integration - Checkbox 5.0 now offers easier integration with Single Sign On systems with ASP.NET membership providers.

Coming Soon: o Enhanced API - Enhanced API will make extending and customizing Checkbox even easier. o Survey Results Import - Checkbox 5 will offer the ability to import survey results in XML from

other applications. If you have multiple Checkbox accounts or versions, you can now move responses from one survey to another!


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Checkbox 4/5 Version Comparision:

v.4 v.5

Launch Wizard:

Text Merge: “Piping” “Merging”

Survey Results Import:

Multi-Question Charts:

Survey/Item Drag & Drop:

Universal Search:

Account Auto Log-In:

Surveys Manager: Multi-Page Expandable Dashboard

Survey Editor: Multi-Page Expandable Dashboard

Invitations Wizard:

Invitation Drafts:

Conditions Editor: Multi-Page Same Page

Survey Item Location Selection:

Matrix Item UI: Multi-Page Same Page

Universal Page Layout*:

Survey Style Templates:

Chart Style Templates:

Customizable Charts:

Users Manager: Multi-Page Expandable Dashboard

Libraries Manager: Multi-Page Expandable Dashboard

Auto Generate Report Filters:

Same-Page Survey Testing:

*Checkbox Server customers will have the ability to edit CSS layouts


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v.4 Login

v.5 Login

v.4 Survey Manager

v.5 Survey Manager


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v.4 Survey Editor

v.5 Survey Editor

v.4 Style Editor

v.5 Style Editor

checkbox 5 new features guide

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