Build a questionnaire

A questionnaire is a set of questions you send to the people in a project. This article shows you how to start one and fill it with questions.

1. Open a project. In the menu, select Questionnaires.
2. Select New questionnaire.
3. Choose a template to start from, or select Start from scratch.
4. Type a Name, and then select Create & open builder.
5. To add to the questionnaire, select Add block or section in the outline, below your questions, and then choose one:
   • Question asks your client for an answer.
   • Content block shows text and asks for nothing.
   • Section groups questions and ties them to rooms.
6. For a question, choose its type, such as Short text, Single select, or Image rating.
7. Type your question on the card in the middle. Under Settings on the right, turn on Required if your client must answer it.
8. Select Preview to walk through the questionnaire the way your client will.

A new, empty questionnaire also shows an Add a question button in the middle of the page. It takes you straight to the question types.

What happens next

• Your changes save by themselves. You’ll see “Saving…” and then “Saved” at the top.
• The questionnaire stays a Draft until you publish it. Nothing locks before then.
• Publishing locks the questions. After that you can still change wording, but you can’t add, remove, or reorder questions. To change more, select Duplicate in the three-dot menu and work on the copy.
• When it’s ready, see Send a questionnaire to a client.