Adding questions to a task

Updated by Victor Jespersen

You should also review Creating a new task for broader guidance on creating and sending tasks, and read more about the question scoring functionality here.

Many tasks sent out require stores/recipients to supply additional information back and/or to fill in questionnaires. Adding questions to the task itself allows complex tasks or surveys to be created. This simultaneously allows you to create checklists of items within a task that should be completed.

When you create a task, scroll to the bottom and select the + icon to get started.

If you're creating a set of questions that you'd like to send regularly then Save as template is a great time-saver here.

Question types

Several simple elements can be added to a form to ensure that the right information is gathered in the easiest way, whatever the form's purpose.

  • Short Answer: Capture short responses.
    Example: What is the best-selling item in your store?
  • Paragraph: Capture longer responses.
    Example: Tell us what you thought about the latest campaign?
  • Multiple Choice: The user submitting a form can select ONE of the options provided.
    Example: What is the most popular shirt in your store? (options supplied)
Add in Other to allow recipients to add custom responses.
  • Checkboxes: The user submitting a form can select MANY of the options provided.
    Example: Which of these competitors are situated near your store? (select all that apply)
    Example: Fire Safety Check
In this case, the checkboxes will act as a checklist for the store/recipient to track their progress on the multiple parts of the task.
  • Date: Pick from a date picker.
    Example: NON-STOCK ORDERING FORM - When would you like to receive these items?
  • Upload Files: Prompt or force submitters to upload files to support their submission.
    Example: RISK ASSESSMENT - Upload pictures of all fire exits.
  • Content: Add content to support the understanding & completion of the form. Can be used to add quick introductions or to create headers for different sections in long forms.
    Example: FIRE SAFETY CHECK FORM - Introduction to explain how to complete the check.
    Example: NON-STOCK ORDERING - Images & descriptions of items available for order.
    Example: HEALTH & SAFETY REPORT - Fire section, Falls from height section,....
  • Code scanner: The user can enter the scan code into the field as a means to answer the question.

You can drag and drop to move form elements around the form.

You can choose whether to make a question mandatory.

Click on the trash can to delete the question.

Review answers to questions

You need to download a task report to review the answers to the questions you've asked in your task. You can do this by:

  1. Opening a task with your questions and selecting the ellipse icon.
  2. Select the Export as CSV/ or XLSX button.
  3. Open the report to see answers.

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