{"id":693,"date":"2021-07-20T15:26:53","date_gmt":"2021-07-20T15:26:53","guid":{"rendered":"http:\/\/collaboriscom.wpengine.com\/?p=693"},"modified":"2024-09-19T15:38:36","modified_gmt":"2024-09-19T15:38:36","slug":"how-to-create-a-sharepoint-survey-in-under-5-minutes","status":"publish","type":"post","link":"https:\/\/www.collaboris.com\/how-to-create-a-sharepoint-survey-in-under-5-minutes\/","title":{"rendered":"How to create a SharePoint Survey in under 5 minutes"},"content":{"rendered":"<h1 style=\"\">How to create a SharePoint Survey in under 5 minutes<\/h1>\n<p>This post will discuss how to create a Survey in SharePoint using out of the box functionality and nothing else! The example we will use is to create a survey that asks employees to answer questions about their previous training in the organization.<\/p>\n<h3 style=\"\">Step 1: Ensure the &#8216;Team Collaboration Lists&#8217; Features is activated.<\/h3>\n<p>As an administrator, navigate to &#8216;Site Settings&#8217; -&gt; &#8216;Manage site features&#8217; (in the &#8216;Site Actions&#8217; section). Scroll down the list and ensure that the &#8216;Team Collaboration Lists&#8217; feature says &#8216;Active&#8217;. If it doesn&#8217;t click &#8216;Activate&#8217;. If you aren&#8217;t an administrator, you need to find one to get them to activate this feature. (It is usually activated on collaboration \/ team sites).<\/p>\n<p><span><img decoding=\"async\" alt=\"Team Collaboration Lists\" data-id=\"1369089\" width=\"797\" data-init-width=\"767\" height=\"79\" data-init-height=\"76\" title=\"Team Collaboration Lists\" loading=\"lazy\" src=\"https:\/\/www.collaboris.com\/wp-content\/uploads\/2021\/07\/Team-Collaboration-Lists.jpg?_t=1626699170\" data-width=\"797\" data-height=\"79\" data-link-wrap=\"true\" style=\"aspect-ratio: auto 767 \/ 76;\"><\/span><\/p>\n<h3 style=\"\">Step 2 : Add the Survey App to your site.<\/h3>\n<p>From the &#8216;Settings&#8217; cog, select &#8216;Add an app&#8217;.<\/p>\n<p><span><img decoding=\"async\" alt=\"Add an app\" data-id=\"1369093\" width=\"458\" data-init-width=\"460\" height=\"144\" data-init-height=\"145\" title=\"Add an app\" loading=\"lazy\" src=\"https:\/\/www.collaboris.com\/wp-content\/uploads\/2021\/07\/Add-an-app.png?_t=1626703353\" data-width=\"458\" data-height=\"144\" data-link-wrap=\"true\" style=\"aspect-ratio: auto 460 \/ 145;\"><\/span><\/p>\n<p>Use the search option to find the &#8216;Survey&#8217; app and click to select it.<\/p>\n<p><span><img decoding=\"async\" alt=\"Select survey app\" data-id=\"1369094\" width=\"611\" data-init-width=\"613\" height=\"376\" data-init-height=\"377\" title=\"Select survey app\" loading=\"lazy\" src=\"https:\/\/www.collaboris.com\/wp-content\/uploads\/2021\/07\/Select-survey-app.png?_t=1626703505\" data-width=\"611\" data-height=\"376\" data-link-wrap=\"true\" style=\"aspect-ratio: auto 613 \/ 377;\"><\/span><\/p>\n<p>Give your survey a name and click &#8216;Create&#8217;.<\/p>\n<p><span><img decoding=\"async\" alt=\"name your survey\" data-id=\"1369096\" width=\"679\" data-init-width=\"681\" height=\"198\" data-init-height=\"199\" title=\"name your survey\" loading=\"lazy\" src=\"https:\/\/www.collaboris.com\/wp-content\/uploads\/2021\/07\/name-your-survey.jpg?_t=1626704262\" data-width=\"679\" data-height=\"198\" data-link-wrap=\"true\" style=\"aspect-ratio: auto 681 \/ 199;\"><\/span><\/p>\n<p>This will create the survey type in your site.<\/p>\n<p><span><img decoding=\"async\" alt=\"Survey type is created\" data-id=\"1369097\" width=\"797\" data-init-width=\"848\" height=\"350\" data-init-height=\"372\" title=\"Survey type is created\" loading=\"lazy\" src=\"https:\/\/www.collaboris.com\/wp-content\/uploads\/2021\/07\/Survey-type-is-created.jpg?_t=1626704394\" data-width=\"797\" data-height=\"350\" data-link-wrap=\"true\" style=\"aspect-ratio: auto 848 \/ 372;\"><\/span><\/p>\n<h3 style=\"\">Step 3 : Add questions to your survey<\/h3>\n<p>It&#8217;s time to add some questions about the employees training needs, so let&#8217;s ask away! You can obviously select your own questions and choose the relevant answer type (e.g yes\/no, text, number, radio list, etc). My questions were :<\/p>\n<ul>\n<li style=\"\">Have you been trained in SharePoint?<\/li>\n<li style=\"\">Have you received Agile training?<\/li>\n<li style=\"\">Do you know how to raise a Change Request?<\/li>\n<li style=\"\">Do you know how to fill in a risk assessment form?<\/li>\n<\/ul>\n<p style=\"\">To add questions, use the ellipsis (three dots) to the right of the survey option you just created and select settings.<\/p>\n<p><span><img decoding=\"async\" alt=\"add questions in settings option\" data-id=\"1369099\" width=\"482\" data-init-width=\"466\" height=\"182\" data-init-height=\"176\" title=\"add questions in settings option\" loading=\"lazy\" src=\"https:\/\/www.collaboris.com\/wp-content\/uploads\/2021\/07\/add-questions-in-settings-option-1.png?_t=1626704757\" data-width=\"482\" data-height=\"182\" data-link-wrap=\"true\" style=\"aspect-ratio: auto 466 \/ 176;\"><\/span><\/p>\n<p>From the &#8216;Questions&#8217; section towards the bottom of the Settings page, select &#8216;Add a question&#8217;.<\/p>\n<p><span><img decoding=\"async\" alt=\"add a question\" data-id=\"1369100\" width=\"721\" data-init-width=\"723\" height=\"220\" data-init-height=\"221\" title=\"add a question\" loading=\"lazy\" src=\"https:\/\/www.collaboris.com\/wp-content\/uploads\/2021\/07\/add-a-question.png?_t=1626704931\" data-width=\"721\" data-height=\"220\" data-link-wrap=\"true\" style=\"aspect-ratio: auto 723 \/ 221;\"><\/span><\/p>\n<p>Enter your question, select the question type, and consider the appropriate response to all of the additional question settings provided. You can return and amend these at a later stage, so when you&#8217;re happy, repeat the process using the &#8216;Next Question&#8217; option or &#8216;Finish&#8217; when you&#8217;ve added all of your questions.<\/p>\n<p><span><img decoding=\"async\" alt=\"next question\" data-id=\"1369103\" width=\"302\" data-init-width=\"304\" height=\"60\" data-init-height=\"60\" title=\"next question\" loading=\"lazy\" src=\"https:\/\/www.collaboris.com\/wp-content\/uploads\/2021\/07\/next-question.jpg?_t=1626709993\" data-width=\"302\" data-height=\"60\" data-link-wrap=\"true\" style=\"aspect-ratio: auto 304 \/ 60;\"><\/span><\/p>\n<p>To amend any question, simply click on it in the question list, you can also add further questions or change the order using the options provided.<\/p>\n<p><span><img decoding=\"async\" alt=\"questions\" data-id=\"1369105\" width=\"734\" data-init-width=\"736\" height=\"405\" data-init-height=\"406\" title=\"questions\" loading=\"lazy\" src=\"https:\/\/www.collaboris.com\/wp-content\/uploads\/2021\/07\/questions.jpg?_t=1626710278\" data-width=\"734\" data-height=\"405\" data-link-wrap=\"true\" style=\"aspect-ratio: auto 736 \/ 406;\"><\/span><\/p>\n<h3 style=\"\">Step 4 : Enhance your survey<\/h3>\n<p>As this stage you may be totally happy with the survey and it&#8217;s ready to go! However, there may be a few additional things you want to do from here.<\/p>\n<h4 style=\"\">Adding question branching<\/h4>\n<p>You may want to enhance your survey with additional questions or the provision of information, based on an answer provided by the user. &nbsp;Branching enables you to do some simple conditional testing of an answer. To set-up branching select the question you want to branch from and from the &#8216;Branching Logic&#8217; section use the dropdown list against the relevant answer to select the question you want to jump to if the user selects that option.&nbsp;<\/p>\n<p>For example, if a user selects &#8216;Yes, but I&#8217;d like to know more&#8217; as an answer to a question, you can add branching logic to help them follow the appropriate next steps.<\/p>\n<p><span><img decoding=\"async\" alt=\"branching\" data-id=\"1369107\" width=\"797\" data-init-width=\"970\" height=\"169\" data-init-height=\"206\" title=\"branching\" loading=\"lazy\" src=\"https:\/\/www.collaboris.com\/wp-content\/uploads\/2021\/07\/branching.jpg?_t=1626711067\" data-width=\"797\" data-height=\"169\" data-link-wrap=\"true\" style=\"aspect-ratio: auto 970 \/ 206;\"><\/span><\/p>\n<h2 style=\"color: var(--tcb-color-8) !important; --tcb-applied-color: var$(--tcb-color-8) !important;\">Save time and automate your SharePoint <span>document distribution<\/span><\/h2>\n<p><span>Discover how DocRead ensures your SharePoint content reaches the right audience and lets you easily track who has read and acknowledged it.<\/span><\/p>\n<p style=\"\">DocRead has enabled us to see a massive efficiency improvement&#8230; we are now saving 2 to 3 weeks per policy on administration alone.<\/p>\n<h4 style=\"\">Nick Ferguson<\/h4>\n<p style=\"\">Peregrine Pharmaceuticals<\/p>\n<p style=\"\">\n<p style=\"\"><span style=\"font-style: normal;\">Feedback for the on-premises version of DocRead.<\/span><\/p>\n<h4 style=\"\">Advanced Settings<\/h4>\n<p>One final groups of settings that you may want to make is around who can edit and view the answers when they are input. This can be quite important if you do not want a user who has responded to be able to see all the other users&#8217; answers. You may also want to turn of search crawling if you don&#8217;t want the answers to appear in search results.<\/p>\n<p>Look for the &#8216;Advanced settings&#8217; &nbsp;option in the site settings page to amend these.<\/p>\n<p><span><img decoding=\"async\" alt=\"survey advanced settings\" data-id=\"1369112\" width=\"744\" data-init-width=\"746\" height=\"394\" data-init-height=\"395\" title=\"survey advanced settings\" loading=\"lazy\" src=\"https:\/\/www.collaboris.com\/wp-content\/uploads\/2021\/07\/survey-advanced-settings.png?_t=1626794634\" data-width=\"744\" data-height=\"394\" data-link-wrap=\"true\" style=\"aspect-ratio: auto 746 \/ 395;\"><\/span><\/p>\n<p>You will then be able to amend these settings and view the other options available to you.<\/p>\n<p><span><img decoding=\"async\" alt=\"advanced settings options\" data-id=\"1369113\" width=\"797\" data-init-width=\"870\" height=\"484\" data-init-height=\"528\" title=\"advanced settings options\" loading=\"lazy\" src=\"https:\/\/www.collaboris.com\/wp-content\/uploads\/2021\/07\/asdvanced-settings-options.jpg?_t=1626794746\" data-width=\"797\" data-height=\"484\" data-link-wrap=\"true\" style=\"aspect-ratio: auto 870 \/ 528;\"><\/span><\/p>\n<p>That&#8217;s it! All you need to do now is ask your users to fill in the survey and voila!<\/p>\n<h3><strong>How to use SharePoint Surveys to ensure users fully understand the content of your essential documents stored in SharePoint<\/strong><\/h3>\n<p><span data-preserver-spaces=\"true\">Our DocSurvey and DocRead add-ons for SharePoint enhance what you can do with the out-of-the-box Surveys and allow you to attach them to any content in SharePoint to ensure your users fully understand it.<\/span><\/p>\n<p><span data-preserver-spaces=\"true\">DocRead and DocSurvey can transform your SharePoint Surveys by offering this extra functionality:<\/span><\/p>\n<ul>\n<li><span data-preserver-spaces=\"true\" style=\"font-size: 17px;\"><span style=\"font-weight: normal;\">Create Quizzes<\/span> &#8211; with pass marks and scores.<\/span><\/li>\n<li><span style=\"font-size: 17px;\"><span data-preserver-spaces=\"true\"><span style=\"font-weight: normal;\">E-Learning<\/span> &#8211; create questions that are information only, ideal for creating an E-Learning Module.<\/span><\/span><\/li>\n<li><span style=\"font-size: 17px;\"><span data-preserver-spaces=\"true\">Add the ability to embed video, images and html questions.<\/span><\/span><\/li>\n<li><span style=\"font-size: 17px;\"><span data-preserver-spaces=\"true\">Tight Integration with&nbsp;<\/span><span data-preserver-spaces=\"true\">DocRead<\/span><span data-preserver-spaces=\"true\">, so you can send a quiz\/survey to any group of users and request that they complete it within a certain period of time.<\/span><\/span><\/li>\n<li><span style=\"font-size: 17px;\"><span data-preserver-spaces=\"true\">Reports &#8211; analyse which questions people are struggling on.<\/span><\/span><\/li>\n<li><span style=\"font-size: 17px;\"><span data-preserver-spaces=\"true\">Assign a Quiz to a document to ensure people fully understand its contents.<\/span><\/span><\/li>\n<li><span data-preserver-spaces=\"true\" style=\"font-size: 17px;\">and many more features.<\/span><\/li>\n<\/ul>\n<p><a href=\"https:\/\/www.collaboris.com\/policies-and-procedures-distributing-and-tracking-with-docread\/\" target=\"_blank\" style=\"outline: none;\" rel=\"noopener\">Read more about how DocRead and DocSurvey can help you ensuring your content is read and fully understood.<\/a><\/p>\n<h1 style=\"\"><span>Link a SharePoint <strong>survey<\/strong> to a <strong>document<\/strong><\/span><\/h1>\n<h2 style=\"\">You may also like:<\/h2>\n<h2 style=\"\"><span data-shortcode=\"tcb_post_title\" data-shortcode-name=\"Post title\" data-extra_key=\"\" data-attr-link=\"1\" data-attr-target=\"0\" data-attr-rel=\"0\" data-option-inline=\"1\" data-attr-static-link=\"{&quot;className&quot;:&quot;&quot;,&quot;href&quot;:&quot;https:\/\/www.collaboris.com\/policies-and-procedures-distributing-and-tracking-with-docread\/&quot;,&quot;title&quot;:&quot;Distributing and tracking your policies and procedures with DocRead and SharePoint&quot;,&quot;class&quot;:&quot;&quot;}\" data-attr-css=\"\"><a href=\"https:\/\/www.collaboris.com\/policies-and-procedures-distributing-and-tracking-with-docread\/\" title=\"Distributing and tracking your policies and procedures with DocRead and SharePoint\" data-css=\"\">Distributing and tracking your policies and procedures with DocRead and SharePoint<\/a><\/span><\/h2>\n<p>Distributing and tracking your policies and procedures with DocRead and SharePointAfter your policy has <a href=\"https:\/\/www.collaboris.com\/policies-and-procedures-distributing-and-tracking-with-docread\/#more-1569\">&#8230;<\/a><\/p>\n<p><a href=\"https:\/\/www.collaboris.com\/policies-and-procedures-distributing-and-tracking-with-docread\/\"><span><span>Read More<\/span><\/span><\/a><\/p>\n<h2 style=\"\"><span data-shortcode=\"tcb_post_title\" data-shortcode-name=\"Post title\" data-extra_key=\"\" data-attr-link=\"1\" data-attr-target=\"0\" data-attr-rel=\"0\" data-option-inline=\"1\" data-attr-static-link=\"{&quot;className&quot;:&quot;&quot;,&quot;href&quot;:&quot;https:\/\/www.collaboris.com\/policies-and-procedures-distributing-and-tracking-with-docread\/&quot;,&quot;title&quot;:&quot;Distributing and tracking your policies and procedures with DocRead and SharePoint&quot;,&quot;class&quot;:&quot;&quot;}\" data-attr-css=\"\"><a href=\"https:\/\/www.collaboris.com\/ten-reasons-to-use-sharepoint-for-policy-management\/\" title=\"10 reasons to use SharePoint for policy management\" data-css=\"\">10 reasons to use SharePoint for policy management<\/a><\/span><\/h2>\n<p>10 reasons to use SharePoint for policy management Policy management and compliance is something <a href=\"https:\/\/www.collaboris.com\/ten-reasons-to-use-sharepoint-for-policy-management\/#more-1370105\">&#8230;<\/a><\/p>\n<p><a href=\"https:\/\/www.collaboris.com\/ten-reasons-to-use-sharepoint-for-policy-management\/\"><span><span>Read More<\/span><\/span><\/a><\/p>\n<h2 style=\"\"><span data-shortcode=\"tcb_post_title\" data-shortcode-name=\"Post title\" data-extra_key=\"\" data-attr-link=\"1\" data-attr-target=\"0\" data-attr-rel=\"0\" data-option-inline=\"1\" data-attr-static-link=\"{&quot;className&quot;:&quot;&quot;,&quot;href&quot;:&quot;https:\/\/www.collaboris.com\/policies-and-procedures-distributing-and-tracking-with-docread\/&quot;,&quot;title&quot;:&quot;Distributing and tracking your policies and procedures with DocRead and SharePoint&quot;,&quot;class&quot;:&quot;&quot;}\" data-attr-css=\"\"><a href=\"https:\/\/www.collaboris.com\/sharepoint-survey-permissions-explained\/\" title=\"SharePoint Survey Permissions Explained\" data-css=\"\">SharePoint Survey Permissions Explained<\/a><\/span><\/h2>\n<p>SharePoint Survey Permissions ExplainedSharePoint Permissions can be complex at the best of times. 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The example we will use is to create a survey that asks employees to answer questions about their previous training in the organization. Step 1: [&hellip;]<\/p>\n","protected":false},"author":10,"featured_media":2106,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_lmt_disableupdate":"no","_lmt_disable":"","footnotes":""},"categories":[4,28],"tags":[],"class_list":["post-693","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-docsurvey","category-sharepoint"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v25.9 (Yoast SEO v26.6) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to create a SharePoint Survey in under 5 minutes - Collaboris<\/title>\n<meta name=\"description\" content=\"This post will discuss how to create a Survey in SharePoint using out of the box functionality and nothing else!\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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