The Questions feature allows you to create custom questions within a project or task. This is particularly useful for audits, evaluations, or any structured data collection process.
Example use cases:
- Audit forms: Rate compliance or process adherence.
- Project evaluations: Gather structured feedback from team members.
- Training reviews: Record participant responses for quality checks.
NOTE: ONLY project admins are allowed to create, amend and delete questions.
How to create a question:
Each question is linked to a specific task, ensuring that responses are contextual and relevant to that task only.
Bulk actions are not available.
Questions must be created and managed individually per task.
1 - Open your project and a task where you’d like to add a question.
2 - Click on the “Create a new question”.
3 - Fill in the following details:
Question title: The main question you want to ask (e.g., “Is this task completed according to standard?”).
Description: (Optional) Add details or context for the question.
Response type: Choose one of the two response types:
Dropdown: Lets you create multiple predefined options for users to select from.
Text field: Allows open-ended responses for more detailed input.
Score: You can also assign a score to each option if you want to track performance or calculate results later (1-5).
Requirements: Each question can include specific completion requirements to ensure the answer is fully supported. Available options include:
Attachment – The respondent must attach a file.
Note – A note must be added with the answer.
Attachment and Note – Both a file and a note are required.
Take a Photo – A photo must be taken and uploaded directly (Available on Mobile App).
Note: A question is only marked as completely answered once all its set requirements are fulfilled.
4 - Hit Create to save your question.
How to edit a question:
1 - Open your project and a task with a question.
2 - Scroll down to the Questions section, click on the aligned 3-dot icon of the question.
3 - Choose Edit.
4 - You can edit all information of the question as well as change the response type.
How to delete a question:
1 - Open your project and a task with a question.
2 - Scroll down to the Questions section, click on the aligned 3-dot icon of the question.
3 - Choose Delete.
4 - A pop-up window will appear to reconfirm with you before removal.
