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Personalized subject categorization in surveys

Custom report, Personalized Surveys, Individual questions

Written by Vlad Zhigulin

We are excited to present our latest feature Personalized Subject Categorization in Surveys. With this feature, you can create customized question groups within a single report, tailored to individual team members. Now, you have the power to personalize your standup meetings like never before.

How to create a Personalized subject categorization in surveys?

Step 1: Create a Kanban Standup Report

Step 2: Customize the Scheduling Section

Before you begin exploring our new Kanban Standup Reports, please make sure you have configured the Scheduling Tab as you did previously.

Step 3: Navigate to the "Respondents & Questions" Section

Step 4: Add Respondents

Select the participants for your standup meetings, ensuring that the appropriate team members are involved.

Step 5: Choose the "Custom" option in the Welcome Message settings.

Step 6: Activate "Enable subjects' threads"

Step 7: Select the respondents, enter the Subject Title, and click "Add." (If you want to create questions for all at once, click "Apply to all.")

Step 8: Customize the Results Delivery Section

Step 9: You're done! Now, run the process.

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