---
sourceDocument: Australia IT Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/it-service-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia IT Service Management

ft:clusterId :

    - itsm

bundleId :

    - itsm

workflow :

    - Technology


---

# Create a survey

# Create a survey in Workforce Optimization for ITSM {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Create surveys and publish them. You can assign published surveys to an agent or a
group. You can also share the survey with other teams by adding managers of those teams as
the owners of the survey.​

## Before you begin

Role required: sn_wfo_cfg_ws.manager

## Procedure

1. Navigate to WorkspacesManager Workspace.
2. Select the Coaching icon (![Coaching icon]()).
3. Select the Assessments tab.
4. Select SurveysView Surveys.
5. Add a survey.

   | To create a survey using | Do this |
   | A form | Select New. |
   | Survey Designer | Select Survey Designer. |
   |-|-|

   {#create-survey-wfo-itsm__choicetable_fjf_grh_htb}  
   Note:  
   For detailed information on how to create a survey and associate with a coaching opportunity, see [Create a survey and associate with a Coaching opportunity](https://servicenow-prod.fluidtopics.net/sV7RidvlCgJOt5bbT_F8mQ "Create a survey for coaches or trainees to assess the training quality. Add a question bank to the survey. Associate the survey with a coaching opportunity to provide feedback when the coach completes the coaching assessment.").
6. Configure the survey based on your needs.  
   For information on configuring a survey, see [Configure a survey using
   Survey Designer](https://www.servicenow.com/docs/access?context=t_ConfigSurveyInSurveyDesgnr&version=australia&pubname=australia-servicenow-platform&ft:locale=en-US).  
   Note:  
   To share the survey with other managers, you must add managers of those teams as the owners of the survey.

*[\>]: and then