You can create your own surveys in Jira. 

Survey menu 

To enter the survey menu navigate to Jira header and find the "Survey" tab. On this page you can see all surveys available to you. These can be either surveys created by you or surveys shared with you (where you are added as Administrator). 

A set of filters is available toy you to find certain surveys based on their statuses or owner/administrators. 

Create

To create your survey press the "Create survey" button.

In the dialog window, give a title to your new survey. This title will not be visible to your potential respondents. 

After you have created a survey, you will see its card under the "My surveys" section with some basic data displayed on it. 

Each survey has some information displayed on its card. 

Survey structure

Each survey has a number of settings distributed between tabs for better navigation. Some settings are grouped in tabs based on their assignment. 

General 

Tab contains the overall information about this survey plus the list of respondents this survey is supposed to be shared with. 

Survey info

Here you can find the basic info about your survey or you can add administrators to this survey to help you with modifying it or collecting reports. Also it is possible to change the current status of this survey by pressing the corresponding button. Please be aware, that switching to status "Published" is only possible on the "Publish" tab. 

Survey respondents

On this panel define the list of users who will be able to take this survey. 

To precisely define the list or respondents select "Specify users" and then select individual users or groups. Next to the Groups field there is a button opens a dialog window presenting the users of the selected groups. You can always add more groups from there and press Apply to save changes. 

If you want to share this survey to potentially any user in Jira select "All users" option. This will make survey visible to any user who has permissions to take surveys (set by your Jira admin).

Survey 

Everything related to the survey's content, visuals and logic.

Builder

Builder is a place where you can create your survey's content and adjust its properties.

To start off, builder offers to add a header image to your survey. Do so by clicking on the "image" button and select the picture you want to make a header.

After the header has been added, you can change the size of the space this image is going to take. Switch to the "Preview" tab to see how respondents will see the header.

Pages

To present surveys to the respondents in a more structured way, you have the ability to create separate pages to put the questions on; however creating new pages is optional. 

To create a page. press the "Add page" button. Give it a title and description if necessary. 

A survey is made of questions that you create. They can be of different types, and variety of options and other settings will let you get the best out of it. 

You can create questions on each page separately. 

To create a question, select the question type and press the "Add question" button. 

On the newly created panel, a number of other settings are presented depending on the question type. 

Examples: 

Checkbox question type Matrix question type

More settings

General 

• View answers - Toggle this feature to let users browse their answers after they have completed the survey. This feature displays answers in a read-only mode. 

• Edit answers - Ability to edit the survey after it has been completed. Respondents can edit their own answers as long as the survey is in the "Publshed" status.

• Clear answers - Allow users to clear their own answers after taking the survey. This is an irreversible action. 

• Anonymize answers - Make the survey anonymous by concealing the names of respondents in the report (users will be aware that the survey is anonymous).

Invitation and completion

Here you can modify texts that respondents see depending on the step of taking the survey. Fields support rich text editing to   the respondents' experience. 

• Text shown before taking the survey (Welcome page) - If this fields is empty, no welcome page is shown to the users. But once some data is added in it, a welcome page will appear with this text on it. 

• Text shown after completing the survey (Complete page) - You can set your own text to be shown to respondents once they complete the survey. If no text is set, a default message will appear.

• Text shown after another attempt to take this survey (Retry page) - By adding your text into this field, it will appear in case user makes another attempt to take this survey. If no text is set, a default message will appear.

Navigation

Grants the ability to give custom names to the buttons present in the survey. 

Logic

Logic tab lets you create additional if-then type of correlations between options and questions. With this powerful tool, you can make your survey more flexible and make user experience a lot more intuitive. 

To start creating logic rules, click on the "Add new rule" button. A new panel divided in 2 parts will appear: If and Then sections. 

In the "If" part create conditions when this rule should work by selecting the question and operator in the corresponding fields. You can always add junction to amend your logic expression.

In the "Then" part describe what should happen if conditions in the "If" part are fulfilled. 

This expression will be also shown as text after you save the updates.

Example: 

Preview

This tab serves as a live check of the survey's current setting before it is saved. Is shows how the survey would look like from the respondent's perspective.

Publish

Tab is dedicated to the process of publishing the survey. Here you can adjust the survey sharing method and make this survey visible for respondents.

Before making your survey available to respondents, you can double-check if your survey is ready. 

If you see that Survey is marked as not configured, switch to the "Survey" tab and make sure you saved it. 

In case Survey respondents is marked as Not configured, go to the "General" tab and select the necessary respondents. Save the result.

Auto close

The built in ability to automatically change the status of the survey to Closed. Select the date you want to stop collecting responses and it will be applied upon publishing. If you want to change the auto close date while in the Published status, select a new date and press Update.

Sharing method

As the next step, select the method of sharing your survey with respondents. 

There are 2 options: Link and Send email

By selecting the Link option, you will be given a link to the survey you would have to manually distribute between the potential respondents. Note that only users selected as respondents will be able to access the survey.

The Send email option will send an invitation to take this survey to all users selected in the "Survey respondents" list (General tab). 

You will have an option to configure the email to be sent to them, including email header, body and a header image. 

Once you are ready to make the survey public, press the Publish button. Confirm your action on a dialog window to finish the process. 

Now your survey is ready and available to the respondents!

Unpublish

In case you want to revert your action press Unpublish and then select the status you want to set the survey to. 

Report

Collects all the data about survey results. Find the necessary data and export it in the selected format. 

Survey responses can be viewed on this tab and depending on the way of displaying the answers, there are 2 tabs: Questions and Users. 

Questions tab

This tab presents the answers to this survey based on each question separately using the graphs. This is a comfortable tool to see the general picture of the survey results

To expand your search capabilities, use global filter to find the survey answers of your interest. This filter may include several criteria:

Question - a filter to select specific questions from the survey. Only answers to the selected questions will be displayed as graphs.

Status - status of the survey completion. By default, it filters only Completed surveys, but you can select Draft to include incomplete surveys as well.

Date from - shows surveys completed after the selected date.

Date till - shows surveys completed before the selected date.

Deleted questions - check to include questions that have been deleted from the survey if survey was modified after being published.

Press Draw to display the data respecting the filter settings. 

In the table below the filter each question is displayed as a separate graph. Yo u can change the type of displayed graph if question type supports this feature.

Example: Doughnut graph Example: Bars graph

Checking the "Deleted options" setting will display options that were deleted in the process of making this question if any. 

Press the Draw button on question's panel to update the data. 

Users tab

This tab displays the survey results per each respondent individually in a single table. 

By adjusting the global filter on this tab, you can filter out responses of individual users by picking them in the User field. Other settings are similar to the ones in the Questions tab. You can also use the general search field to find text matches in the list of results.

Press Draw to apply your filter. 

Export

With the ability to export survey results you can use this data further in other systems or use it to your liking. 

Each tab presents you several export options in different formats.