How To Add A Survey In Trello

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One effective method of collecting input and perspectives from your team or customers is incorporating a survey into Trello. As someone who has personally utilized this feature, I can confidently attest to its ability to enhance communication and facilitate decision-making.

Why Add a Survey in Trello?

Trello is a popular project management tool that allows you to organize your tasks and collaborate with others effectively. By integrating surveys into Trello, you can collect valuable insights and preferences right within the platform. This eliminates the need for email chains or separate survey tools, simplifying the feedback collection process.

Getting Started

To add a survey in Trello, follow the steps below:

  1. Create a Trello board or open an existing one that you want to add a survey to.
  2. Open the board menu by clicking on the three dots on the right side of the board’s name.
  3. Select “More” from the menu, then choose the “Add Power-Up” option.
  4. In the Power-Ups section, search for a survey tool that integrates with Trello. Some popular options include SurveyMonkey, Google Forms, and Typeform.
  5. Click on the desired survey tool to add it as a Power-Up to your Trello board.
  6. Follow the on-screen instructions to configure the survey tool and customize the survey according to your needs.
  7. Once the survey is set up, you can create a new card in Trello and add the survey as an attachment or link. Alternatively, you can add the survey as a checklist item within an existing card.

Adding a survey as a checklist item allows you to track responses directly within Trello and keep everything organized in one place. As responses come in, you can mark them as complete or leave comments for further discussion.

Benefits of Using Surveys in Trello

Integrating surveys into Trello offers several benefits:

  • Efficient Communication: By having surveys within Trello, you can avoid the back-and-forth emails or meetings to gather feedback. Team members can respond at their convenience, and everyone stays updated in real-time.
  • Easy Collaboration: With surveys in Trello, you can easily collaborate on analysis and decision-making. You can discuss survey responses, assign tasks based on the feedback, and have all relevant information in one place.
  • Data-Driven Insights: Surveys allow you to collect quantitative and qualitative data, enabling you to make informed decisions based on data-driven insights. Trello’s visual boards further enhance the analysis and visualization of survey results.

Conclusion

Adding surveys in Trello can revolutionize the way you gather feedback and collaborate on projects. By streamlining the feedback collection process, you can save time, improve communication, and make better-informed decisions. Whether you’re managing a team or seeking client input, integrating surveys into Trello is a powerful way to enhance collaboration and productivity.