Add a question
Open the question dialog
Write the question
Choose an answer type
MSP example: the five answer types, cropped to their menu labels.
Set Required and Active
Save the question
Choose the right answer type
Edit a saved question
- Select the question’s pencil icon, labeled Edit question.
- Change the question, description, answer type, options, Required or Active setting.
- Select the dialog Save, or Cancel to keep the saved version.
Activate or deactivate a question
Use the row’s Active switch. This saves immediately, independently of the header Save. Deactivation keeps the question in the settings catalog but removes it from the active survey questions. To leave no active questions, deactivate the configured questions. Deleting every question is different: when the catalog is empty, the wrap-up can use its built-in default questions.Change question order
Use Move up or Move down on the question’s row. The first question cannot move up and the last cannot move down. Each move saves immediately; no header Save is needed. Wait for each operation to finish before making another move. Reopen the page to check the saved order, especially after an error.Delete a question
- Select the question’s Delete trash icon.
- Review the browser confirmation: Delete this question? Existing answers keep a snapshot of it.
- Cancel to keep the question, or confirm deletion to remove it from the catalog.
Add the default questions
When the settings catalog is empty, use its Add default questions button to create editable defaults: engagement, meeting value, client sentiment, follow-up needed and additional comments. They start active and optional. The button does not appear simply because all existing questions are inactive. It is not a reset button for an existing catalog, and it does not overwrite your custom questions.Know which Save to use
Troubleshooting
- A question will not save: provide a nonblank question; for Choice list, provide at least one nonblank option and stay within the length limits.
- I can open settings but cannot change questions: an MSP administrator must check both settings access and the Calendar/Meetings management permissions needed for question changes.
- A saved question does not appear in wrap-up: check Active, the enabled flow and event types, then reopen the meeting’s wrap-up to load the current configuration.
- The list looks out of order after a failed move: reopen settings and check the saved order before trying again.
Frequently asked questions
Where can I create meeting wrap-up survey questions?
Where can I create meeting wrap-up survey questions?
Do Company users answer this post-meeting survey?
Do Company users answer this post-meeting survey?
Which answer types can I use?
Which answer types can I use?
How do I enter choices for a meeting survey question?
How do I enter choices for a meeting survey question?
Do newly created questions start active and required?
Do newly created questions start active and required?
Do I need the header Save after adding or editing a question?
Do I need the header Save after adding or editing a question?
Does Cancel in the question dialog undo saved changes?
Does Cancel in the question dialog undo saved changes?
How can I hide a question without deleting it?
How can I hide a question without deleting it?
How do I reorder meeting survey questions?
How do I reorder meeting survey questions?
Does deleting a question immediately delete its old submitted answers?
Does deleting a question immediately delete its old submitted answers?
How do I cancel deleting a meeting survey question?
How do I cancel deleting a meeting survey question?
Does deleting all questions guarantee an empty wrap-up survey?
Does deleting all questions guarantee an empty wrap-up survey?
Why is Add default questions missing?
Why is Add default questions missing?
Does Required prevent staff from skipping the whole wrap-up survey?
Does Required prevent staff from skipping the whole wrap-up survey?
Does changing a question rewrite already submitted answers automatically?
Does changing a question rewrite already submitted answers automatically?