Creating questionnaires in projects is a great way to get your clients to answer questions and document the answers in a project.
To expedite the process of creating questionnaires, it is recommended that you add common questions to your questionnaire templates in project types - see Creating Question Templates
Here is how to create a questionnaire in a project
- On the project you want to create a questionnaire, click on the "Q&A" Tab, then click on "Add New Questionnaire"
- Once you get the Questionnaire screen (see below), type in the name for the questionnaire, then click on "Save Questionnaire"
- Now that you have the questionnaire saved you can start adding questions. To do that, click on the "Add questions from template" or "Add Custom Questions"
- if you are adding question from a template, a window will pop up with questions your previously created in the project types
- Select the questions you want to add and the questions you selected will be showed in the "Selected Questions" section of the questionnaire
- You can also add custom questions that were not in the template by clicking on "Add Custom Questions"
- Once you are done with adding questions, you will see a list as shown below.
- To reorder any the question click and drag the

- Once you are satisfied with the questions and you are ready to send the questionnaire to the client, click on the green save button
- The client will get a notification to answer the questions and when they are done you will get a notification that they are done.