A simple survey workflow that can provide insight to the organization from a specific team or the company as a whole. This workflow can be started by anyone in the organization.

Creating a survey

You can create a survey from two places:

  1. Click on Launch a new survey box on the Feedback Overview page
  2. Click on the Launch a new Survey box box on the Company and Teams page

You will be prompted to choose a template or start without one. Please note that a templates can be used both for individual feedback or company/team surveys.

Setting up a Survey

Once you have created a survey, you will be prompted to fill in details around visibility and anonymity.


Give your survey a name


Decide whether responders are anonymous or note. Note that you can always choose to make responders anonymous if you create a report.


Choose the people who can see the raw responses.


Select a deadline

Survey Questions

If you chose a template then your survey should have pre-created questions, otherwise this section will be blank.

There are 5 different types of questions that you can choose from:

Text Answer

Multiple Choice (radio button - only choose one)

Multiple choice (checkbox - multiple selection)

Number scale

Rating scales

To save time from entering multiple questions with the same response type, click on the Duplicate topic icon and make the necessary changes.

To add a new blank topic, click on one of the response types in the menu below the last topic.

You can also add Section headers to better organize your feedback request.

Once you have all the settings and questions ready, you can then send out the Survey request! Participants will receive an email and an in-app notification to let them know about the request.

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