This guide explains how to attach a `Survey` to other features such as `News Announcements` and `Tasks`. Attached surveys allow users to vote or provide input directly within the context of an announcement or task, eliminating back-and-forth communication. For a general overview of the feature, see [[Surveys Overview]]. --- ## Overview of Attachment Options A survey can be created in three ways: 1. **Independent** — A standalone survey (see [[Creating a Survey]]). 2. **Attached to a News Announcement** — Embedded at the bottom of an announcement. 3. **Attached to a Task** — Embedded inside a task for decision-making. Regardless of where a survey is attached, it will also appear on the main **Surveys** page. --- ## Attaching a Survey from the Surveys Section When creating a survey from the **Surveys** page, you can attach it during creation: 1. Click **Add a Survey**. 2. Choose the attachment target: - Select **News** and choose the announcement you want to attach it to. - Select **Tasks** and choose the task you want to attach it to. - Leave as independent to create a standalone survey. 1. Continue filling out the survey details as described in [[Creating a Survey]]. --- ## Attaching a Survey to a News Announcement You can also attach a survey while creating a news announcement: 1. Navigate to the **News** section. 2. Click **Add a New Announcement**. 3. Fill in the announcement details. 4. Scroll to the bottom of the announcement form. 5. Click the **Add a Survey** button. 6. Fill in the survey details and questions. 7. Click **Create an Announcement** to publish both the announcement and its attached survey. ### User Experience for News-Attached Surveys - When users open the announcement, the attached survey appears at the **bottom** of the announcement. - Users can cast their vote directly from the announcement page. - If **Make Results Public** is enabled, owners can see the aggregated results after submitting. - Administrators can always see the results regardless of visibility settings. --- ## Attaching a Survey to a Task Surveys can be attached to tasks to help boards, managers, and assignees vote on how to resolve issues. 1. Navigate to **Tasks** and create a **new task**. 2. Enter the **Subject** of the task. 3. Enter the **Description**. 4. Scroll to the bottom of the task form. 5. Click **Add a Survey**. 6. Provide: - A **Due Date** for the survey. - At least one **Question** with its question type and options. 7. Click **Create Task** to publish the task with the attached survey. ### User Experience for Task-Attached Surveys - Board members, managers, and other assigned users can vote directly on the task. - Results appear within the task after submissions are received. - This workflow **eliminates** lengthy email threads or comment discussions when making a collective decision. --- ## Common Use Cases - **Budget Votes on Announcements** — Post an announcement about a proposed renovation and attach a survey with the budget document for owner voting. - **Board Decisions on Tasks** — When an owner issue arises, create a task and attach a survey so board members can vote on the resolution approach. - **Community Feedback** — Attach a survey to a general news announcement to collect opinions on community initiatives. --- ## Important Notes - All surveys — whether independent, news-attached, or task-attached — **always appear on the main Surveys page**. - The rules for [[Editing a Survey]] and [[Archiving a Survey]] apply equally to attached surveys. - Question types (Multiple Choice, Single Choice, Short Answer) are the same across all attachment contexts. --- ## Related Guides - [[Creating a Survey]] - [[Editing a Survey]] - [[Archiving a Survey]] - [[Viewing Survey Results]] - [[Attaching Surveys to News and Tasks]] - [[Filtering Surveys]]