Create and manage surveys
Surveys are currently being rolled out. If you can’t activate surveys right now, check again in a few days.
Surveys in Jira Service Management give you a simple way to listen to your people across your organization at key moments, without the need for extra tools. Read more about surveys.
Create a survey
You can create a survey using a template or build one from scratch.
Create a survey using a template
From the navigation on the left, select Surveys.
Select Create survey, then Create from template.
To preview a template, select its card. You’ll be able to edit this later if you like.
Next to the template you want to use, select Select.
If desired, edit your survey:
Drag and drop survey questions and sections to reorder your survey as needed.
Select fields or sections to edit them.
Select Add field to add different fields, like text, email, URL, checkboxes, date, and more.
Select Add section to break your survey into specific sections.
Under Validation, check the box next to Response required to make a question mandatory.
To delete a question or section, hover over it, then select Delete (ICON).
Select Preview to see how it’ll look for those filling it out.
Select Save survey. Your survey will be saved as a draft.
By default, your survey will be restricted so that only you can view or edit it. Find out how to add viewers or collaborators.
Create a survey from scratch
From the navigation on the left, select Surveys.
Select Create survey, then Create blank.
Enter a name for your survey, then select Create.
If desired, enter description text or instructions at the top of your survey.
Build and edit your survey:
Select Add field to add different fields, like text, email, URL, checkboxes, date, and more.
Select Add section to break your survey into specific sections.
Under Validation, check the box next to Response required to make a question mandatory.
Drag and drop survey questions and sections as needed.
To delete a question or section, hover over it, then select Delete (ICON).
Select Preview to see how it’ll look for those filling it out.
Select Save survey. Your survey will be saved as a draft.
By default, your survey will be restricted so that only you can view or edit it. Find out how to add viewers or collaborators.
Publish and share surveys
When you create a survey, it’s saved as a draft. To get people to fill it out, you’ll need to publish and share it.
Publish a survey
From the navigation on the left, select Surveys.
Select the survey you want to publish.
Select Publish, then Publish again.
Share a survey
From the navigation on the left, select Surveys.
Select the survey you want to share.
Select Copy link, then share the link with the people that you want to fill out the survey.
Access to the survey is determined by your portal channel settings, so make sure channel access is set to Open to collect responses. Find out how to manage access and restrictions for your survey.
Delete a survey
From the navigation on the left, select Surveys.
Select the survey you want to delete.
In the top right, select More actions (ICON), then Delete.
Select Delete again.
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