You can use Meetings to create Surveys for your company. We have Survey templates that you can copy to get started where each Agenda Item has been set-up to 'Only show answers after the meeting starts' (the day the answers will show, will be the day you set for the survey).
To start, go to the Meetings page and select Add Meeting in the top right corner.
From the 'Add Meeting' pop-up window, select 'Copy settings and agenda items from'. This will add the 'Select a Meeting' drop-down arrow to select the template that you would like to copy.
From the drop-down menu, we selected Quarterly Prep Survey.
Next select if you would like it to be Recurring or not, Meeting Date and Time. This will be the day the answers to the Quarterly Prep Survey will show for all attendees to review prior to the Quarterly Planning Session.
For this example, the Quarterly Planning Session is June 20th - we would like the answers to show the day before our Quarterly Planning Session so we selected the Meeting Date for the survey to be June 19th at 9 am. The answers will go from being closed, to being open for all to review at this time.
We also selected in the example to be Recurring, the Frequency will need to be set to Quarterly. We set up for the 3rd Monday of the 3rd month of the Quarter. You do not need to add the attendees to the Survey at this time. Click Add Meeting in the bottom right of the window.
Once you've selected 'Add Meeting', you can now make any edits to the Agenda Items for wording, etc. To make edits, select the Pencil next to the Agenda Item and update wording from the pop-up window. To remove the Agenda Item entirely, select the Garbage Can next to the Agenda Item.
Once you have completed the Survey, you can add the attendees.
Please note: Meeting Admins will have the same permission as the Meeting Organizer. If you wish for someone to see the answers prior to the meeting date, add them as a Meeting Admin.
