Creating Custom Pulse Survey Questions

Learn how to create custom questions for Pulse surveys.

User Permissions Needed: Account Administrator

Overview

By default, project start and project end surveys include 6 questions and recurring date and task completion surveys include 3 questions - one randomly selected question from each category. Account Administrators can create custom questions, add them to custom question sets, and include or exclude them from the pool of random questions.

Account Administrators can also activate or deactivate default and custom questions to turn them on or off for the entire account.

How to Create Custom Pulse Survey Questions

1. In the left navigation, hover over Pulse, then select Client Pulse Settings or Team Pulse Settings. This will determine which side of the project the custom question is for.
2. Select the Question Library tab.
   
3. Select Add Team Question or Add Client Question.
   
4. In the modal that opens, enter the Question text. 
5. Select the question Category: Happiness, Confidence, or Collaboration. Responses to this question will contribute to the score of the category selected here.
6. Select the question Type:
   • Project Start—The question will be included in a one-time survey sent at the beginning of a project. Questions of this type should focus on activities that occur at the beginning of the project.
   • During Project—The question will be included in surveys that are sent on a recurring basis, surveys that are sent each time a deliverable or milestone is completed, or surveys that are sent manually. Questions of this type should focus on ongoing activities or reflecting on the project phase or task that was just completed.
   • Project End—The question will be included in a one-time survey sent at the completion of a project, when the Project Status is changed to a blue, completed status. Questions of this type should focus on reflecting over the whole project.
7. Select a Response Scale for the answer options:
   • 10-point scale (0 to 10)
   • 10-point scale (1 to 5)
   • 10-point scale (-5 to 5)
   • Random
8. Select the Range Labels you want to apply to the answer options. The range labels are descriptions for the two ends of the answer scale. The phrasing of the question and the range labels should correspond with one another.
   
   The Preview shows your custom question and the answer options.
9. Click Save.

Next steps:

• Check or uncheck the Randomize option in the Question Library tab to control whether the question can be selected as a random question or is only sent when explicitly selected in a question set.

• Add the custom question to custom question sets in the Question Sets tab.

  Note: The pre-configured project start and project end question sets only include the standard questions. If you would like to include any custom questions in project start or project end surveys, you must create a custom question set and add custom questions to it.
• In project Pulse Settings, project managers can choose to include or exclude the custom question from surveys for their project.

How to Deactivate Questions

In the Question Library, uncheck Active for each question that you want to deactivate. Once deactivated, the question will not be used in future surveys, cannot be added to custom question sets, and will not appear in the Questions tab of Pulse Settings within projects.

How to Delete Questions

When you delete a custom question, the question will not be available for future surveys. Existing response data for this question will be retained. Question deletion is permanent and cannot be undone.

1. In the left navigation, hover over Pulse, then select Client Pulse Settings or Team Pulse Settings.
2. Select the Question Library tab.
   
3. Select the Delete (“   ”) icon for the question you would like to delete.
   
4. Click Delete in the confirmation modal that appears.