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Surveys

Create a survey

Write a survey, open it to the team, let guests answer, then close, duplicate or delete it.

A survey asks the team a list of questions and shows the answers without names. Every member of a team can create one, except observers; so can the workspace’s owners and admins.

Whoever creates a survey is its facilitator. Only the facilitator and the workspace’s owners and admins can edit, publish, close, reopen or delete it.

Create the survey

  1. On the team’s page or its Sessions page, select New session.
  2. Choose the type Poll: this is what the dialog calls a survey.
  3. Type a Name, 120 characters at most.
  4. Under Start from, choose Blank, one of the three ready-made surveys, or A previous survey to copy the questions and settings of a survey the team has already published.
  5. Turn on Allow guests without an account if people outside the team will answer.
  6. Select Create & open.

The New session dialog on the Poll type, with the name of the survey, the five choices of Start from and the switch that allows guests

The survey opens in its builder as a Draft, listed only to its facilitator and to the workspace’s owners and admins.

Write the questions

The builder of a Team pulse draft: the first question open with the labels of its scale, four more questions, the Add bar and the settings

  1. In the Add bar, select a kind. The question is added at the end as Untitled question.
  2. Type the question, 200 characters at most, and fill what its kind asks for.
  3. Turn on Required if nobody may skip it.

The Add bar with the five kinds of question

Kind What people answer What you fill
Scale 1 – 5 A score from 1 to 5 Label of 1 and Label of 5, optional texts under the ends of the scale
NPS A score from 0, Not at all likely, to 10, Extremely likely Nothing
Single choice One option 2 to 10 options
Multiple choice One option or more 2 to 10 options
Free text A text of 500 characters at most Nothing

Select a question to open it. The list at its top changes its kind, the two buttons beside Required duplicate or delete it, and the handle at its left moves it. A survey has at most 30 questions.

Each change is saved as you make it; there is no save button. Preview shows the survey as a participant sees it and saves no answer.

Choose the settings

Setting When it is on
One question at a time One question per screen, with Previous and Next; off, every question is on one page. On by default
Show results after answering A person who has finished sees the results while the survey is still open; off, results wait until it is closed. On by default
Allow guests without an account Anyone with the guest link answers under a nickname

Publish it

Select Publish; the survey needs at least one question. It becomes Open and its questions can no longer change. Back to draft stays available until someone answers.

Members find an open survey on the Sessions page, under Live now. Join opens its results page, where someone who has not answered follows Answer the survey to see the results. to the questions.

With Show results after answering off, the results page has no link to the questions. Send people their address, which is the address of the results page without /results.

Who answers, and what stays anonymous

The first question of an open Team pulse, a scale from 1 to 5 with an optional comment, under the Anonymous answers badge

The team’s members answer, and so can the workspace’s owners and admins. An observer reads the questions and cannot answer. Each answer is saved when it is given; Finish ends the survey, and Change my answers reopens it while the survey is open.

Answers are always anonymous; this is not a setting:

  • The results and the CSV export show no name, only how many people answered.
  • No result is shown before three people have answered.
  • Free-text answers are listed in alphabetical order, not in the order they were written.

Skrüm does keep in its database which answers belong to which person, so that people can change their own. No screen and no export shows it.

Let guests answer

On the results page of a published survey, open Share with the team. With guest access on, the dialog shows the guest link, its QR code and a Session code. The people who can edit the survey also turn guest access on or off there, and replace the link with Regenerate link.

A guest types a nickname, answers like a member and does not see the team’s name; see Join as a guest. Turning guest access off or replacing the link ends the access of the guests who had joined.

Close, reopen, duplicate, delete

  • Close: on the results page, select Close the survey and confirm. Nobody can answer any more, and everyone who can open the survey sees its results.
  • Reopen: on the results page of a closed survey, open More actions and select Reopen.
  • Duplicate: on the Sessions page, open More actions on the survey’s row and select Duplicate. Anyone who may create a survey can. The copy is a draft with the same questions and settings.
  • Delete: in the same menu, select Delete. The questions and the answers are deleted too.

AI drafts inside a retrospective

The AI Generate from a prompt control belongs to quick polls on a retrospective board. It is available to that retro’s facilitator when the instance has a provider configured. It does not appear in this standalone team-survey builder. See Draft a quick poll with AI for the steps and the content sent to the provider.