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This is a gallery of Survey educational videos.

Platform Overview

Task Management Course

This training covers the process of task creation, including preparing the prerequisites, setting up task definition, creating and accessing tasks.

You will learn how to:

  • Create Contact Manager
  • Groups & Filtering
  • Prepare a Form
  • Create Task Definition
  • Manage Statuses
  • Define Due Date
  • Configure Data Flow and Properties
  • Configure Permissions
  • Set Task Workflow
  • Edit Task Filters and Columns
  • Set Contact Filters
  • And create tasks both manually or using CSV file

Finally you will learn how to work with tasks and about task management.

To see the full course, please go to the Task Management Course page.

Question Types




Advanced Features


Contact Manager

Participant Portal


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