---
sourceDocument: Zurich IT Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/it-service-management

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich 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: Zurich  
Updated July 31, 2025  
![](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

Important:  
Starting with the Brazil release, Workforce Optimization for ITSM is being prepared for future deprecation. It will be hidden and no longer installed on new instances but will continue to be supported. For details, see the [Deprecation Process \[KB0867184\]](https://support.servicenow.com/kb_view.do?sysparm_article=KB0867184) article in the Now Support Knowledge Base.

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://www.servicenow.com/docs/Dz3XmWj8vlJxOLw~Dx4mFw "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=zurich&pubname=zurich-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.

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