Run a group survey to get updates from several individuals. Name your key result using the question you want to ask, then click "Advanced options" and select Survey a group of people.
Select the participants you want to survey. You can survey individual users or an entire team.
Choose whether you want participants to respond with an exact number, currency value or percentage. Or use a yes or no question, or ratings on a scale, to quantify fuzzier concepts like How productive were you this week? or Do you have all the tools you need to accomplish your work?
Yes or No Surveys
If you choose Yes or No, you will be asked to set a target, and to calculate key result progress either by:
- Counting the number of Yes responses
- Counting the number of No responses
- Calculating the percentage of Yes responses
- Calculating the percentage of No responses
For example, if you want to achieve the key result 100% of team members complete competitive analysis course, ask the team to indicate whether or not they completed their training, set a target of 100%, and track the percentage of users who respond "Yes".
Select how often you want your team to respond to the survey (daily, weekly, monthly, quarterly).
On a scale of...
Use Scale surveys to ask individuals to respond to a question by picking from a pre-specified numerical range. For example, use scale if you would like to ask team members to Rate the effectiveness of a training session. Set the upper limit as the best possible rating and the lower limit as the lowest possible outcome.
Ask a question that will be answered by a number, currency value or percentage to gather exact values from several people at once.
Select an overall target for the survey, and calculate your key result progress either by:
- Totaling all responses over all time.
- Totaling responses each time data is collected - daily, weekly, monthly, or quarterly.
- Averaging responses each time data is collected - daily, weekly, monthly, or quarterly.
Select the frequency of your survey (daily, weekly, monthly, quarterly) to indicate how often you would like data to be collected.
For example, if you want to see the number of Backlog tickets resolved by the team over the quarter, select Total of all responses over time. Each person will provide their progress on resolved backlog tickets, and Workboard will total your overall progress for the quarter.