Using Surveys in Projects
You can use survey responses and recommendations to create a new project or add services to an existing project.
Creating a Project from a Survey Response
Navigate to the Surveys page from the top menu.
On this screen: The main Surveys page with a tab bar at the top. The active tabs are Take a Survey (showing a count in parentheses when surveys are available), Completed Surveys, and Shared Surveys. A search field labeled “Search” with a placeholder “Search by survey name” appears above the tabs. A filter icon (funnel/bars) on the right of the search row opens filter options. The Take a Survey tab is selected by default.
You can either take a new survey or select a previously completed one. To take a new survey, click the Take button next to the survey template you want to respond to. To use an existing survey response, go to the Completed Surveys tab.
On this screen: The Take a Survey tab content showing a paginated data table with columns Survey Name, Description, Teams, and Tags. Each row represents an available survey template. The Survey Name column contains a teal Take button and the survey name side by side. A Share button also appears in the name column when sharing is enabled. Clicking Take navigates to the survey form.
Survey responses already associated with a project show a value in the Related Project column. You can view the connected project by clicking its link. To create a new project from a completed survey, click the survey name.
On this screen: The Completed Surveys tab, showing a paginated data table with columns Survey Name, Status, Related Project, Completed By, Completed On, and Tags. Each row represents a previously submitted survey response. The Survey Name is displayed as a clickable link with a pencil icon, opening the survey for editing. The Related Project column shows the linked project name with an external-link icon; clicking it opens the project in a new tab. The Status column displays a badge with the survey’s current status (e.g., Completed, Applied).
Review the submitted responses and recommended services. You can update any responses and preview updated recommendations by pressing Re-Calculate. When ready, click Review/Add Project Details to continue.
On this screen: The survey response and recommendations review page, titled “Create Project From Recommendations.” The page header shows the survey template name, a Back button on the left, and a Continue (or Review/Add Project Details) button on the right. The main content shows a two-step progress indicator: step 1 is “Complete survey” and step 2 is “Review & apply recommendations.” A table of recommended services is shown, with columns for the service name, type, quantity, hours, and resource dropdown. Each recommended service can be reviewed and adjusted before applying.
Enter the project details (or select a CRM opportunity if enabled) and click Continue.
On this screen: A project details form titled “Create Project From Recommendations.” Fields include Project Name (required text input), Client Name (autocomplete text field), Sales Executive (autocomplete field), Presales Engineer (dropdown), Payment Term (dropdown), and optionally a Rate Table dropdown and CRM Opportunity dropdown if a CRM integration is active. Required User Defined Fields for the account also appear here. A Back button returns to the recommendations review, and a Continue button advances to the final confirmation step.
Review the final summary and click Apply and Create Project to create the project from your survey response.
Adding a Survey to an Existing Project
After creating a project, you can find the Surveys tab in the project’s left menu. From here you can view associated surveys, edit responses, or take additional surveys.
On this screen: The Surveys section within a project, showing a tab bar with Associated Surveys (with a count) and Take a Survey tabs. The Associated Surveys tab is active and displays a paginated table listing all surveys linked to this project. Columns include Survey Name (clickable, with a pencil edit icon), Status, Completed By, Completed On, and Tags. A search field above the table lets you filter by survey name.
To take a new survey within the project, click the Take a Survey tab and select a survey template. The survey response will be tied to this project.
On this screen: The Take a Survey tab within the project’s Surveys section. A paginated table lists available surveys with columns Survey Name, Description, Teams, and Tags. The Survey Name column contains a teal Take button next to each survey name. Clicking Take navigates to the survey form scoped to this project, where responses will be tied to the current project.
Editing Survey Responses in a Project
To update the responses on a survey already linked to your project, click the survey name and then click Update Responses. After editing your answers and clicking Submit, you can review the updated service recommendations and apply them to the project.
On this screen: The survey edit page within the project context, showing the survey form for an existing survey response. The page header displays the survey name (e.g., “Edit [Survey Name]”), a Cancel button, and (when on step 1) a Continue button. Step 1 shows the survey with all previously submitted answers pre-filled and editable. Clicking Continue recalculates recommendations and advances to step 2, where an Edit Responses button returns to step 1 and an Apply to Project button applies the updated recommendations to the project.