Survey Creation & Management

Create surveys and polls with ease, share them instantly, and keep all forms and responses securely organised in one place

Functionality

A detailed overview of the survey module’s capabilities

  • Creating different types of questions
  • Attaching forms to any object in the system — clients, projects, tasks and more
  • Customising survey settings
  • Reordering questions
  • Previewing the form before publishing
  • Sharing access via link
  • Viewing the full response history for each respondent
  • Applying custom design to match your brand
Form Creation

Form Creation

Create surveys quickly and easily

Create surveys and polls in just a few clicks: choose different question types, reorder them, add answer options and set access permissions. Quickly update or remove outdated information whenever needed.

Form Creation

Create surveys quickly and easily

Create surveys and polls in just a few clicks: choose different question types, reorder them, add answer options and set access permissions. Quickly update or remove outdated information whenever needed.

Form Creation

Form Linking

Link a form to any object in the system

You can attach a form to any object in the system — a task, project, supplier, client, user, meeting and more. This allows you to efficiently analyse the full response history of your employees, clients, suppliers and other stakeholders.

Form Attachment to Objects

Form Linking

Link a form to any object in the system

You can attach a form to any object in the system — a task, project, supplier, client, user, meeting and more. This allows you to efficiently analyse the full response history of your employees, clients, suppliers and other stakeholders.

Form Attachment to Objects
Response History

Response History

View the complete response history for any user

You can access the full response history of any user in the system: see when and how many times a specific employee completed each survey, how they answered, and how their responses changed over time.

Response History

View the complete response history for any user

You can access the full response history of any user in the system: see when and how many times a specific employee completed each survey, how they answered, and how their responses changed over time.

Response History

Access Settings

Configure access for viewing and completing forms

Set access to a form via link, limit the number of survey submissions and allow question editing when needed. Apply flexible settings to create a fully customised survey or poll.

Access Settings

Access Settings

Configure access for viewing and completing forms

Set access to a form via link, limit the number of survey submissions and allow question editing when needed. Apply flexible settings to create a fully customised survey or poll.

Access Settings
Custom Form Design

Custom‑Designed Forms

Create a unique look and feel for every survey

Choose colours, fonts and images to make your form visually appealing, stylish and fully aligned with your corporate identity.

Custom‑Designed Forms

Create a unique look and feel for every survey

Choose colours, fonts and images to make your form visually appealing, stylish and fully aligned with your corporate identity.

Custom Form Design

Embedded modules

Universal modules that extend application functionality

Attachment Storage

Add and store documents and files with ease

You can upload different types of files: folders, documents, images and links. All uploaded files are securely stored on cloud servers, and you can add, delete or view attachments at any time.

Adding and storing files

Attachment Storage

Add and store documents and files with ease

You can upload different types of files: folders, documents, images and links. All uploaded files are securely stored on cloud servers, and you can add, delete or view attachments at any time.

Adding and storing files
Communication

Communication

Feedback and commenting block

The application enables effective communication: comment on agendas, ask and answer questions, give likes or dislikes. Build efficient communication flows to resolve issues quickly and keep your team aligned.

Communication

Feedback and commenting block

The application enables effective communication: comment on agendas, ask and answer questions, give likes or dislikes. Build efficient communication flows to resolve issues quickly and keep your team aligned.

Communication

Ask a Question

Specify the details of how you plan to use our solution suite or any individual product.
If your organisation has unique processes and requires an Enterprise‑level implementation, you can also submit a request for a customised setup that supports more efficient workflows.

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