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Project Survey Forms

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_Manish_Singh
Level 7

11/10/22

Description - We roll out surveys for completed projects via MS Forms. These surveys are taken by Project Sponsors. I believe it will be good to have this functionality in Workfront.

Why is this feature important to you - To use/maintain Time and Quality metrics

How would you like the feature to work - Just like an approval process, trigger survey when a project passes through a certain phase (like 'Complete').

Current Behaviour - NA

2 Comments

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ElenaDooley
Level 5

11/11/22

We also use an outside survey tool as a Post Project Assessment. The last task of projects that use specific project templates is "Take the Post Project Assessment (click here then Task Details for the link to the survey)." which requires the user to click a few times to get to the survey link - if they bother at all. Our Post Project Assessment completion rates are very low because of this and an automated trigger would help with survey completion rates. 

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Kundanism
Level 10

11/15/22

@_Manish_Singh  @ElenaDooley 

This will be an excellent functionality. Until then, I believe we can create a request queue set up for survey form and share this via link via approval process to the project team. In addition we can do via "People" from project area while sending them this request queue project survey link, then it might depend the access and license type.

 

Mvh

Kundan.

 

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