Help Page

• How do I get to the menu?

  There are multiple menus on TskBoard that will help you get to the correct location. Those menus can look different depending on your permissions or if you are on mobile.

  The top menu are useful links to different pages on TskBoard. On desktop the menu will appear as white text in the black header section of the page. On mobile the top menu will be hidden and you will have to access it by clicking on the icon. Once you are logged in, you will see an option for "My Tasks". Clicking on "My Tasks" will open a sub-menu. That sub-menu will display "My Tasks", "My Boards" and "My Tests". Switch between them by clicking on the title at the top for each section. My Tasks will display all tasks from your organization that are assigned to you. Click on the title of the task to edit it, if you have permissions. My Boards will display all of the TskBoards that you currently have access to view. If you do not see any boards in that list, they could be archved. Click on the switch for show archived boards to display those boards. If you still do not have any boards in the list, contact your organization administrator about providing you access to additional TskBoards. My Tests will display all of the test in a TEST RUN that have been assigned to your user. To learn more about test runs see the Test Run help topic.

  The workspace menu option in the top menu will bring you to the workspace for the current organization that you are on. My Boards will bring you to the My Boards page and allow you to see all the boards you currently have access to view. If you are the organization administrator you will see an option for "Organization". That will bring you to a page where you can edit your organization information. Additionally if you are logged in as the organization administrator or have permissions, you will see an option for "Subscription". That page will allow you to upgrade or cancel your current subscription to TskBoard.

  The other major menu in TskBoard is the main menu. This will appear on the right side of the screen as a list of icons. (If you are on mobile you will have to click on SHOW MENU). If you know what the icons mean, then you can click on them to go to that page. To view text about the icons and the menu click on the menu icon

  When you are on a page you may see two menus to the right side of the screen. The second menu is the sub-menu for the page you are on. Each menu will have a menu icon that can be opened. Click on the icon again to collapse the menu. On mobile touch and hold the menu icon to collapse.

• How do I add a new task?

  There are multiple ways to add a new task to one of your TskBoards. First, you need to make sure that you have the correct permissions. If you are the administrator of your organization, then you are all set. If not, contact your administrator and make sure that you have the correct permissions to add tasks to TskBoards. Each board has their own permissions, so even if you have permission to add to one TskBoard you might need the Administrator to change your permissions for the other board. See changing board access help for more information.

  Once you have the correct permissions and are viewing your TskBoard, then click on the Add card button. If you are on mobile, you might have to click on the SHOW BOARD MENU to display the board menu and the Add button.

  Once you have clicked on the button then a popup window will open that will allow you to enter in a new task. The only thing that is required is a title and a status. The status will default to the default status of the board, but can be changed. Everything else is optional unless your Administrator made some other items required. For example, you could be required to input a task size. Once you have entered all the neccessary information click on the button for Add Task. If everything is successful the board will refresh and you will see your new Task.

  If you were missing a required field, then you will see a red error message displaying information about what was missing.

• How do I edit a task?

  When you are looking at a TskBoard, then you can edit tasks if you see the a icon next to the task title. If you do not see that pencil icon, then you may not have permissions to edit tasks. Your organization administrator can give you permissions to edit tasks. Permissions at set at the board level so even though you have permissions to edit tasks on one board, you may not have permissions to edit tasks on another. Contact your organization administrator to update your permissions if neccessary.

  If you do see the icon then you can either click on the task title or the icon. That will bring up a popup where you can edit the task.

  Once you have edited the information that you want to update, click on the button for Edit Task. If successful then the popup window will close and the board will be updated with your edited task.

  If the update was not successful you may receive a red error message explaining the issue. Depending on the permissions of your user, you may not be able to set assignments, or make other updates. Contact your organization administartor to update your permissions.

• How do I invite others to view my TskBoard?

  To invite others to join your organization and view your TskBoards you need to either be the organization administrator or to have permissions to do invites. If you do not have permissions contact your organization administer to gain the neccessary permissions.

  If you have permissions to invite, login to TskBoard and go the main menu on the right side of the screen (If you are on mobile you will have to click on SHOW MENU). In the menu select the option for Invites & Users.

  That page will allow you to see what invites you have already sent and show you how many more invites you can send. The number of invites and users on your organization is limited by your subscription. For free subscriptions you can only invite 3 users to join. For the PRO subscription you can invite up to 20 users and for the ENTERPRISE subscription you can invite up to 999 users. If you need more then that contact us at support.

  If you have more invites to use find the tile at the top of screen that is labled with:

  add

  Send an invite

  Put in a valid email address of the person you want to invite in the input field for "Invite Email" and then click on the button Send Invite

  If the email address is valid and your subscription allows for more invites, an email will be sent to that user. They can then use the link in the email to join TskBoard or if they are already a member of another TskBoard organization can join your organization and have the ability to switch between them. If the users do not get the email, have them check their spam folder or contact their email provider.

• How do I switch organizations?

  If you are a member of multiple TskBoard organizations you can switch back and forth between them at any time. Just make sure you login and then go to the main menu on the right side of the screen (If you are on mobile you will have to click on SHOW MENU). Find the menu option for Switch Organizations and click on it.

  That page will show you a grid of all of the organizations that you can view. The organization that you are currently on will be labled as "Current Organization". All other organization will have a button Switch Organization. Click on that button an a confirmation window will popup. Click confirm and you will be switched the other organization and go to the Workspace of that organization.

• How do I change a task status?

  The point of TskBoard is to keep you or your organization organized. The way to do that is to have multiple statuses on your board. You can then move your tasks from one status to another. You can do that by editing the task (see editing task help) or click on the task with your mouse and then drag it to a new status column. Let go and the system will refresh and allow the task to be moved.

  If the move did not work you may not have permissions on that board to edit tasks, or there could be other validation checks that did not pass. Statuses can have a maximum number of cards, maximum cost or other restrictions that could prevent you from moving a task.

  If you do have permissions to move a task and your task does not snap into a status column, try refreshing your browser page and trying again.

• How do I create a new TskBoard?

  To create a new TskBoard you will need to be the organization administrator or have permissions to create a new board. If you do not have permissions contact your organization administrator and they can add the correct permissions or roles to your user to allow you to create a new TskBoard.

  The number of TskBoards that you organization can have is also limited by your subscription. If you have a free subscription you are limited to 1 single TskBoard that is already created when you sign up. That means that you cannot create any new TskBoards until you update your subscription. The PRO subscription will allow your organization to have up to 5 TskBoards. The ENTERPRISE subscription will allow you to have up to 999 TskBoards. If you need more then that, contact our support and we can try to assist you.

  To start the process of creating a new board go to the main menu on the right side of the screen (If you are on mobile you will have to click on ) and then select the option for Manage Boards. That option will only appear if you have the correct organization permissions.

  At the top of that screen find the tile that is labled as

  add

  Add a board

  and click on the button: Add Board A popup will open that will allow you to enter in information about your new board. You are required to type in a name for your TskBoard but everything else is optional.

  If you want to apply a template to your new TskBoard use the dropdown menu in the section

  Use A Template

  Templates will add status columns and some example tasks to your new TskBoard. Templates are just a starting point and you can edit, add or delete any of the template items or status columns after creating your TskBoard.

  Once you have filled out all the information about your new TskBoard click on the Save button.

  Once the board is created only organization administrators will have access to view or edit the board. You will then have to give access to other users in your organization. To do that see the help section for allowing others to view or edit your board .

• How do I give permissions for others to see my TskBoard (access)

  When a board is first created the only person that can view or edit the board will be the organization administrator. That person can then grant permissions for others in the organziation to view or edit the TskBoard.

  Go to your TskBoard and use click the button for Edit Board and select the option for Manage Board Access. If you are on mobile, you might have to click on the SHOW BOARD MENU to display the board menu and the Edit Board button. A popup will open and display all the users that can currently view your TskBoard. At the top of the grid click on the button for Add new record To add a new person to view or edit your TskBoard. That will open another popup and allow you to select the user you wish to add. You must select a user from the dropdown menu. Once you have selected a user you will need to give them permissions. Use the switches to give them permissions to view, edit, or delete items from that TskBoard. If you do not select any permissions the user will be able to see the TskBoard in their list of boards, but will not be able to view it, or see tasks. Once you have made your selections click on the button for Save

  If you want to add everyone from your organization quickly and for them to have full permission to your board (Create, Edit, and Delete) then you can click on the button for Add Everyone From Organization. That button will add all users that are not currently locked out from your organization to have permissions to your board. You can always remove users or modify their access after adding them to the board.

  Once you have saved the single user or added everyone, then those users should now have the ability to see the TskBoard in their My Boards list.

• How do view all my TskBoards?

  There are a few ways you can view the TskBoards you have access to. The first is in the top menu you can click on the menu item for "My Tasks". Then at the top of that menu click on "My Boards" to get a list of all boards that you currently have access to view. In that list click on the title of the board to go to that board to view it.

  You can also view all of the TskBoards by going to the menu option for My Boards. Access the main menu on the right side of the screen (If you are on mobile you will have to click on SHOW MENU). Find the menu option for My Boards and click on it. That will allow you to see a page that displays all of the boards in cards. To scroll through the cards by moving your mouse to the left or right side of the cards until the arrows appear and then click. On mobile you can also swipe left or right. You can also view the cards as a list using the button at the bottom. Clicking on the title of the TskBoard in the card or grid will allow you to go to that TskBoard to view it. You also have the ability to add those TskBoards to your workspace so they will appear when you first login.

  For either method you will only see TskBoards that have not been archived by default. If you wish to view an archived TskBoard, use the switch at to display Archived boards and it will display any TskBoard that still exists in the system but has been archived.

• What to do if my workspace is blank

  Your workspace is the primary page you will view when you first login. This is a place where you can customize to your liking. If you are a member of multiple organizations then you will have a workspace that is unique for each organization. Adding TskBoards from Organziation 1 will not appear on the workspace of Organization 2.

  The workspace is made up of panels that can be moved or hidden or temporarily removed completely. The left section of your workspace are a pane for common actions and workspace notes. Each one of those sections has an icon for a pin and an The pin icon will collapse that section to the left side of your workspace. You can view it again by clicking on the title. Once it is open, click on the pin again to keep it in place. TskBoard will remember if you have pinned the actions or notes section and they will remain that way if you refresh or login later. The X icon will temporarily remove the notes or actions section from the workspace. That action is temporary and they will return if you refresh or log back in.

  The panel on the right is a place for all of your TskBoards. If this section is blank you can go to the main menu on the right side of the screen (If you are on mobile you will have to click on SHOW MENU). On the menu select My Boards. That will bring to a page that will display all your TskBoards. By default they will be displayed as cards that you can scroll through (or swipe on mobile). Each card will have a button that will allow to add that TskBoard to your workspace for that organization. Click on the Add To Workspace and it will be added. If you wish to remove a TskBoard from your workspace click on Remove From Workspace

  Once you have added a TskBoard to your workspace you can return to your workspace using the main menu on the right and going to My Workspace. There will also be a pin icon and an icon for each TskBoard loaded to your workspace. Click on the pin icon will also collapse the workspace to the left section of the workspace. You can view it again by clicking on the title. The system will remember if a TskBoard is pinned if you refresh your page or come back to the workspace later. Clicking on the X icon will remove the TskBoard from your workspace. This is the same as going to the My Boards and clicking on the button for "Remove From Workspace"

  If you still do not have any TskBoards on your workspace and see no cards in My Boards, then contact your organization administrator. They might need to provide you access to the boards.

  If you still do not see any TskBoards, make sure the board your are trying to add is not archived. Ask your organization administrator to check the status of the board. If it is, on the My Boards page you will have to active the switch for "Show Archived Boards"

• How do I add or change status columns in my TskBoard?

  To add new status columns or edit existing ones, you first need to make sure that you have the correct permissions. If you are the administrator of your organization, then you are all set. If not, contact your administrator and make sure that you have the correct permissions to edit boards on the organization. You will also have to have permissions to view and edit the specific TskBoard where you want to make these changes.

  Once you have the correct permissions and are viewing your TskBoard make sure you are viewing the board by status by clicking on the tab "View By Status". Then click on the Edit Status Columns button. If you are on mobile, you might have to click on the SHOW BOARD MENU to display the board menu and the Edit Status button button. That will give your two options in a submenu. Either to add a new status column or edit an existing status column.

  If you selected to edit existing status columns, you will see a grid of all the status columns on the TskBoard. On the right side of the grid you will have buttons that will allow you to edit or delete specific status columns.

  When adding or editing a status column, you are required to have a Description, Order, and Color. The description will be the title of the status and appear on the TskBoard. The order will determine where the column will show up in your TskBoard. Use any number you wish. If there are multiple status columns with the same order number the system will pick, so make sure to use something unique. A great way to do ordering is to order by tens, i.e. 10, 20, 30. Then if you need to add a column in between you have 9 spaces with numbers. For color use the color picker and the click on the APPLY button. That will help you to visually distinguish each status column.

  Other items are optional but we can help give you an understanding of what they do. The icon drpodown will allow you to have an icon for your status. The collapse by default switch will make it so that the status column is collapsed when people first view it. It can always be opened by the user, but helps when TskBoards have many columns of information. In the advanced section there will be switches for "Status denotes task is complete" and "Default board status". "Status denotes task is complete" will automatically flag tasks with "Is Complete" flag if they are moved to that column. It will not remove that column if the tasks are then moved away. "Default board status" is used to create a place where new tasks will go by default. Each board must have at least one status where new tasks are added intially by default.

  In the cost section you can set the default cost of tasks. Any new task created in that status will have that cost unless otherwise specified. You can then also set the max cost for all tasks in the column. This will add validation and sum of the cost of all tasks in the column and will not allow any new tasks if that tasks cost exceeds the maximum cost specified. Tasks without a cost will be treated as zero cost.

  The automatically move tasks section will allow you to create a workflow where tasks can be deleted or moved after a specified number of days. The clock for the number of days starts when the task is first put into the status.

  The required inputs section has a series of switches that will allow you to make sure that users input the correct information when first creating a task in that status column. Those validations do not work on existing tasks, only new tasks

  The client view section will allow that entire status and all tasks currently in that status to be hidden on the client view board. To get help with client view, please see the Client View Help section.

  Once you have input all of the required and optional information into your status column, you will need to click on the Save to save your updates to the system. The TskBoard should refresh with your new or edited status column.

• How do I search for items on my TskBoard?

  TskBoard provides you will multiple ways to try to search and find the information that you need. If you want to search for all tasks assigned to your user in any board you have access to, then click on "My Tasks" in the top menu and then use the search bar to type in what you are looking for. The search uses a contains filter that will bring up any task where the title or description has that search term in it.

  If you want to search for tasks on a specific board you can go to that board and then use the in the upper right of each TskBoard. That search will search on the title and description of the task.

  If you want to search on more specific items, such as only tasks with a certain tag or category, then you use the filter tools by clicking on the Filters / Search If you are on mobile, you might have to click on the SHOW BOARD MENU. That will bring up a popup that will allow you to search for tasks in multiple different ways with different criteria.

  The first option in the filters /search popup will be for LOGIC. If you choose multiple filters for searching this will determine how they are used. "AND" will require the task to have all the criteria that you entered. "OR" will display tasks that meet any of the criteria selected.

  In the classification, assignments, or tags sections you can select any of the classifications for filters. If you use that section the task must have those classifications selected for them to show up. If you use something like the Assigned To, or Tag filter that allows for multiple items on each task, it will appear if any one of those mutliples are on the task.

  The Title and Description section will allow you to search on the Title and Description of the task including the Key title. Click on the to search

  The cost section will allow you to filter on tasks that have a cost. The search will look for actual cost field, but will if not set will use the cost/story point field if set. By default it will search for anything equals to that cost, but that can be changed with the dropdown to other filters such as greater than or less than.

  The DATES section will allow you to filter on dates set for specific tasks. Those filters go down to the specific second, so if a task is set for Jan 1, 2030 11:43am then if you search for Jan 1, 2030 (defaults to midnight) your search will not find that task. You can change the type of filter and search using the drop down to something else like greater than or less than to be less specific.

  The advanced query will allow you to create more complicated searches and filters. That query has its own documentation at: Advanced Filters Documentation

  Selecting any filter will automatically update the board you are looking at and apply the filter. If you want to clear the filters and restore the board to view all tasks again click on the button for Clear Filters

  Note that that search will not search Archived tasks unless specificed. To search and view archived tasks use the "Show Archived Tasks" switch at the bottom of your TskBoard.

• How do I add watches or notifications to my TskBoard?

  Watches and notifications allow users to get notified by email when a task is added, or changed on a TskBoard. These watches can be set on the Board, on a specific status column, or on a specific task

  To set notifications on the entire board or a status, go to the TskBoard and click on the button for Edit Board and then in the sub menu select "Manage Board Notifications". If you are on mobile, you might have to click on the SHOW BOARD MENU to see the Edit Board button. You must have the correct permissions to edit a board to see this menu and option.

  Clicking on that menu option will open a popup that will display a grid of all the current notifications at board or status level on your TskBoard. To add a new notification click on the button for Add new record. Another popup will open. In that popup you must select a user that will be notified from the dropdown menu. Then in the dropdown for "Notify on changes to:" select if the notification is on the entire board or on a specific status column.

  The next option is "Notify By Email (off for workspace comment only)". If set to on, it will notify the user by email, using the email they have set in their profile. If they have decided not to allow for email notifications or that option is turned off, the notifications will be put on that users workspace notes.

  The remaining options will specific what will be notified. You can choose only new tasks, edits to tasks, etc or a combination of different things.

  Once you have made your selections, click on the Save to save your notifications options.

  To add a notification or watch to a specific task, then go to the TskBoard and click to edit the task. You will need to have permissions to edit the task on that specific TskBoard. Go to the NOTIFICATIONS / WATCH section and click to expand it. Click on the button Add New Notification / Watch. Then select the user to be notified from the dropdown list. Below the user will be a switches on if the noficiation should be sent my email (if turned off will go to workspace comments) and what type of change will be notified. Click on Add Notification to save the notification/watch on the task.

• How do categories work?

  Categories are a way that you can customize your TskBoard, add additional information to tasks, and allow you to view your TskBoard in an alternate way.

  You can setup categories on your organization and then can be used in all of your TskBoards. To start with the setup of categories you will need to be the organization administrator or have permissions to manage categories. In the main menu on the right side of the screen click on "Manage Boards". Then in the sub menu click on category "Categories". That will bring you to a page that will display all of the current categories in your organization. To add a new category find the tile labeled Add a category and click on the button Add Category. A new window will open and will allow you to put in the name of the new category. The name field and the color field are required. There is an optional field for icon which can be set to none if you do not wish to have an icon for that category. Once you have entered in the information click on the Save to save your category.

  Once you have categories in your organization you can use them on tasks. Go to a TskBoard and edit a task. Then click on the section for "Category / Tags" to expand that area. In the "Categories:" drop down you can find the categories that have been entered into the system. Click to select one. Each task can have more than one category. To search for categories in that dropdown you can type to filter the list. If you have the correct permissions and you type in a word for a category that does not exist, you will have the option to add the item you typed in as a new category directly from the task. Click on the button "Add New Category" to add it and then you can select it for your task. Once you have made your selection in the drop down make sure to click on the button for Edit Task to save your changes.

  After you have marked tasks with categories, you can then use that information to create an alternate view of your tasks. By default TskBoard will be displayed in columns of status. You can change the view of your TskBoard by click on the "View By Category" selection at the top of any TskBoard. That view will change your TskBoard into columns with the different categories. Any task without a category will go into the first column which will be labelled as "Not Categorized". Tasks with multiple categories will appear multiple times in this view.

• How do tags work?

  Tags are a method you can use to add additional information and classify your tasks. They are a great way to help you search for specific tasks in your boards. Setup tags in your organization and you can use them in any of your TskBoards.

  To add tags to your organization you will need to have organization administrator or manage tags permissions. Then you can go to the main menu on the right of the screen and select "Manage Boards" Then from the submenu select the item for tag "Tags". That will bring you to a page with a grid of all the current tags in your organization. Here you can edit existing tags with the button or delete tags from the system. To add a new tag to the system find the tile at the top for "Add a tag" and select the button for Add Tag. Clicking on that button will bring up a window where you can enter in the new tag information. The tag name and color are required. The icon is optional and can be set to none using the dropdown. Once you have all the information input, click on the button for Save to add the new tag to the system.

  To use your tag, go to any TskBoard in the organization and edit a task. Then click on the section for "Categories / Tags" There will be a dropdown that you can use to select that tags that have been entered into your organization. Tasks can have more than one tag at the same time. To search for tags in the dropdown, click on it and start to type. That will filter the dropdown using what you have typed. If nothing is found and your have permissions to manage tags you will be able to add what you have typed as a new Tag from that menu. Click on the button for "Add New Tag" and a new tag with the name that you typed will be added to your organization and you can then select it for the task.

  You can view all the tasks marked with a specific tag in the projects area. Using the main menu on the right click on the option for blur_on Projects/ Tags / Components. Then select from the submenu label "Tags". That will bring you the tag view page. That page will allow you to see how tags are used across your entire organization. In the tag usage section you can click on any of the tags and then drill down to see how that tag is used. The first level will tell you which board the tag is being used on. The second level will be the status of the task, and finally the third level will be the specific task using the tag. If you have permissions you can click on the name of the task to edit or view the task directly from the Tag Usage area without having to go back to a TskBoard.

• How do I change the highlight color (left border) on tasks?

  The left boarder of a task card is highlighted to help you visually see the status or assignment of a task at first glance. By default on all TskBoard views the highlight color will display the color of the current status of the task. On the "View By Status" board if you move a task card it will change the highlight color to the color of the status. (You can change colors of each status column using the EDIT BOARD menu and then EDIT STATUS COLUMNS)

  The highlighted color has 4 different options. You can highlight by the default of status or by assignment, by category or by tag. To change the highlight you need to have permissions to edit the board. If you have those permissions click on menu for Edit Board and then select the option for Edit Board. That will bring up a popup menu that has options for your board. Then select the area for HIGHLIGHT TASKS to expand it. In that section there will be a dropdown where you can change the highlight selection. After you have made your selection click on SAVE. You might have to refresh your screen but the new highlight will be applied to your TskBoards.

• How do versions works?

  Versions are a way that you can manage and track your overall project as you continue to add new tasks and features. If you project is software based or even a physical product you can use versions to help you see what was done in the past, what you are currently working on, and what will be released soon.

  Versions are optional but they can be added to any task. First you need to set them up. The organization administrator or an authorized user will need to have access to mange versions and then will need to go to the Main Menu and select the option for Manage Boards. On that page there will be a sub menu. Select the option for flowchart Versions.

  If you have the correct permissions then you should seea grid of all the current versions setup in the system. You can add a new version by clicking on the button at the top for Add Version You can edit an existing version by clicking on the Edit for the specific version.

  When you add or edit a version you are required to have a Version Description and color. This is how it will be displayed on tasks. All of the other options are optional. Once you have input your version description, color and any other fields that you wish you can then click on the SAVE button to save your changes or add the new version.

  Once you have started using your Version on tasks then you can generate automatic release notes based on your version. Add the version to your tasks (see below) and then go back to edit the version. Then you can click on the button for Generate Automatic Release Notes. That will take all the tasks marked with that version and generate a formated release notes based on the title and description of your tasks. You can then manually edit that result if you want or just write your own using the text editor.

  To use your versions you need to have permissions to edit tasks on boards. Then click on a task to edit. Make sure that the CLASSIFICATION section is open and then select your version from the Version drop down. Then make sure to save the task using the Edit Task button.

  You can then track Versions across different boards and see when and where they are released. In the main menu go to flowchart Versions and Deployments. You will then have a page that displays all the versions put in and lists out all of the tasks tagged with those versions in summary. At the top of the page you will also have the "Deployment View" that will display a TskBoard with columns for your different clients. (see client help for setting up new clients) In that board you can click on the to create a new deployment. A popup will open and allow you to put in a new deployment. The version dropdown is selected and all other options are optional. Once you have input those options click on Save Deployment

  Those deployments can be deleted using the or edited using the icon.

• How do I use surveys?

  You can create a survey by using a task. Select a board and either create a new task or edit an existing task to add a survey. Then click on the section for

  Surveys

  (Optional)
  To open the section for adding or editing a survey. To create a survey you will need a survey title and some questions to ask. Change the survey to edit mode using the edit_square icon or clicking on the link for "Create a new survey"

  When created or editing a survey, you will need a survey title and a start date. Users will not be able to fill out the survey until after the start date. Optionally you can also add an end date when the survey will stop accepting submissions. You then have options to allow the survey to be used externally (users not in your organization) and if those users will need to submit a valid email with their response. Finally you have the option to set the survey to only accept one submission per user/email or allow for multiple submissions.

  After you have selected the title and start date and other options, you can then add your questions to the survey. To add a question click on the button for Add Question. That will create a new question for your survey. You can click on that button multiple times to create new questions. Each question will have an order, Title, Description and Type. The order is what order the question will appear on surveys. The title will be the title of the question and the description will be some more detailed instructions on the survey question. The type has two options (text, select options). Text will allow the end user to enter in free form text into the survey like a comment or suggestions. Select options will allow you to create set options the user will have to select from. When you change the type selection to " select options" You will then see a button for Add Option. Clicking on that button will add a new option to the list of options to select from. Each option has an order, text and value. Text is what will be displayed to the user and value will be the value of the result for selecting that option. The text and value can be the same.

  Once you have setup your surveys and questions you can save the selections by saving the task, either by clicking on Add Task or Edit Task.

  Once you have saved the task, you can view the results of your survey or have a link to sent out to external users to use your survey by editing the task. In the details section you should have a card for Surveys that will show you the external link and the number of responses to your survey. If you click on the number next to "Total responses" it will open the response and result area of the survey section. In the survey section you can also click on unknown_document To open the survey results. In the result if you selected a question with type "select options" each question will have a pie chart of how users responded to your question. You can also click on the links for total number of responses to see the details of indiviual responses.