How to use the TS Form and Survey builder.

1. Form & Survey Builder
Basics

2. Surveys is a tool that is broken up into
two components in Taskstream:
First you must specify data to be collected which occurs in Form & Survey Builder
component.
Next, you must push the survey out by distributing them to recipients using the Launch
and Manage Surveys component.
To begin the process, click TS Coordinator on the top navigation bar and scroll down to
the Surveys area and Click Form & Survey Builder

3. Enter the title for your new form and enter a meaningful
description or purpose for the form and click the Create
New button.

4. The next screen is where you'll start entering the
building blocks of our form by clicking the Insert New
Form Element link on the right.

5. In doing so, this will take you to a screen that allows
you to Select the element type or importing an
already existing form element(s) from a previous
form.

6. • Section Header or Subsection Header: dividers that organize form
elements into meaningful sections
• Open Ended (text/comment area): present a query that the responder
will answer by entering text.
• Open Ended - 2 column format (text/comment area): present a query
that the responder will answer by entering two columns of text (for
example, to compare two concepts).
• Choice – one answer (radio buttons or pull-down): present a query
with a set of response options from which the responder will select a
single answer
• Choice – multiple answers (check boxes): present a query with a set of
response options from which the responder may select multiple answers
• Rating Scale (single or multiple criteria can be rated): present a query
with a scaled range of values from which the responder must choose.
What are the different element types?

7. Once you've made your selection, you'll click
Continue.

8. Enter the required details and click the Save &
Return to Form button

9. You can then repeat the steps as many times as
needed by clicking Insert New Form Element
link again on the right.

10. …but this time clicking the Launch and Manage Surveys link…
…at which point you will be prompted to enter a survey name
Once the form is completed and saved, you can
then click the TS Coordinator button and
return to the Surveys area again

11. There are 5 steps to this process which can
be easily tracked by looking at the
numbered tabs:
1. Selecting a Survey
2. Setup/Style
3. Recipients
4. Preferences
5. Launch

12. On the next screen, in the case that you hadn't just created
one by clicking the Go to Form & Survey Builder button you
can create a new form.
Or, you already built one, you can use an existing form/survey
by using the drop down menus. Once you've made your
selection, you can click Save & Continue.

13. The next screen allows you to customize the look and enter any message you
wish to include in the survey by adding a banner, survey title, footer,
introductory message and closing message.
Once you are finished, click Save & Continue.

14. Once you are finished customizing the look of our survey you can
then tailor the email message that will prompt your recipients to
fill out the survey.
Once you are finished you can click Apply Changes.

15. The next screen allows you to add your survey recipients
and will you show you any crucial statistics
You'll notice that there are several buttons that allow you to add
recipients using various methods:

16. You may add fellow Taskstream users as recipients by clicking the
Add Taskstream Subscribers button which opens up the Member
Locator.
If you prefer, you may also use recipients from a previous survey
or even by importing an external Text File or you can manually
add email addresses.

17. Before launching the survey, you must designate
preferences connected to reminder, close date.

18. At the bottom of the same screen, you are required to
enable or disable anonymity and then click Save &
Continue.

19. The last step is to Launch your survey.
The setup details ensures that all steps have been completed and
you can finally click the Launch Survey button.

20. Once you click the Launch Survey button, you will be
asked to confirm by clicking OK!
As a final step, the system will state that you have
successfully launched your survey as seen below:

21. Got questions?
Ask a Supervisor.