Creating Custom Pulse Survey Questions

Learn how to ceate 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 include 3 questions - one randomly selected question from each category. Account Administrators can create custom questions to be available in all projects, then project managers can choose which questions are used in surveys for their projects.

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.
   • Recurring Date—The question will be included in surveys that are sent on a recurring basis. Questions for this survey type are selected randomly.
   • Task Completion—The question will be included in surveys sent each time a deliverable or milestone is completed. Questions of this type should focus on reflecting on the project phase or task that was just completed. Questions for this survey type are selected randomly.
   • 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 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.
   
8. Click Save.

The custom question will now appear in the Questions tab of Pulse Settings within projects and project managers can choose to include or exclude the custom question from surveys for their project.

Deactivating 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 and will not appear in the Questions tab of Pulse Settings within projects.

Deleting 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.