Trello is a popular project management tool that allows teams to collaborate and organize tasks effectively. One of the features that make Trello stand out is its ability to add surveys directly into cards. This can be useful for gathering feedback, conducting polls, or collecting data from team members. In this article, we will guide you through the process of adding a survey in Trello.
Step 1: Create a New Card
To add a survey in Trello, you need to create a new card. Click on the “Create Card” button located at the top of your board. Give the card a title that accurately reflects the purpose of the survey.
Step 2: Add a Checklist
Next, add a checklist to the card. This will serve as the basis for creating the survey questions. Click on the “Add” button and select “Checklist” from the drop-down menu. Give the checklist a title that indicates it is a survey.
Step 3: Create Survey Questions
Now, you can start creating your survey questions. Click on the “Add” button within the checklist and select “Card” from the drop-down menu. This will create a new card within the checklist. Repeat this process for each question you want to add to the survey.
Step 4: Customize Survey Questions
Once you have added all your survey questions, you can customize them further. You can change the title of each card to reflect the question being asked. Additionally, you can add more details or instructions within the card description.
Step 5: Share the Survey
To share the survey with your team members or anyone else, simply click on the “Share” button located at the top of the card. You can then invite people to view or edit the survey as needed.
Step 6: Collect and Analyze Survey Results
As your team members complete the survey, you can track their responses within Trello. Each completed question will be marked with a checkmark in the checklist. You can also export the data as a CSV file for further analysis or reporting.
Conclusion
Adding a survey in Trello is a simple and effective way to gather feedback, conduct polls, or collect data from your team members. By following these steps, you can create a survey that is easy to use and provides valuable insights for your project management needs.
