{"id":2013,"date":"2021-02-04T10:17:04","date_gmt":"2021-02-04T10:17:04","guid":{"rendered":"https:\/\/m-path.io\/manual\/?post_type=ht_kb&#038;p=2013"},"modified":"2025-03-11T14:55:16","modified_gmt":"2025-03-11T14:55:16","slug":"create-a-questionnaire","status":"publish","type":"ht_kb","link":"https:\/\/app-manual-wp-001-atfsdabuggg7fzdq.germanywestcentral-01.azurewebsites.net\/knowledge-base\/create-a-questionnaire\/","title":{"rendered":"Step 1: Create your first questionnaire"},"content":{"rendered":"\n<p>Once you&#8217;ve successfully <a href=\"\/knowledge-base\/create-an-online-dashboard-account\/\">created an online dashboard account<\/a>, the fun can begin! You can start exploring the functionalities of m-Path. Let&#8217;s start with creating a questionnaire.<\/p>\n\n\n\n<p>The very basics of creating questionnaire is explained in the following tutorial.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Tutorial 1: Creating a questionnaire\" width=\"643\" height=\"362\" src=\"https:\/\/www.youtube.com\/embed\/M_yc1qyh1d8?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">1. Choose a participant<\/h2>\n\n\n\n<p>First you have to choose a participant for whom you want to create a questionnaire. On the <em><a href=\"\/article-categories\/clients\/\">Participant<\/a><\/em> tab, you can see all your participants. New participants are in orange. Click on the pen and paper icon to start editing a questionnaire for a specific participant. The first time you open up this page, you will only see yourself. You can start by creating a questionnaire for yourself.<\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6a0c6ce9e73fb&quot;}\" data-wp-interactive=\"core\/image\" class=\"wp-block-image size-large is-resized wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"520\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on-async--click=\"actions.showLightbox\" data-wp-on-async--load=\"callbacks.setButtonStyles\" data-wp-on-async-window--resize=\"callbacks.setButtonStyles\" src=\"\/wp-content\/uploads\/2025\/02\/client-1024x520.jpg\" alt=\"\" class=\"wp-image-13380\" style=\"width:730px;height:410px\" srcset=\"\/wp-content\/uploads\/2025\/02\/client-1024x520.jpg 1024w, \/wp-content\/uploads\/2025\/02\/client-300x152.jpg 300w, \/wp-content\/uploads\/2025\/02\/client-768x390.jpg 768w, \/wp-content\/uploads\/2025\/02\/client-50x25.jpg 50w, \/wp-content\/uploads\/2025\/02\/client-1536x780.jpg 1536w, \/wp-content\/uploads\/2025\/02\/client-60x30.jpg 60w, \/wp-content\/uploads\/2025\/02\/client-100x51.jpg 100w, \/wp-content\/uploads\/2025\/02\/client.jpg 1686w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on-async--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><figcaption class=\"wp-element-caption\">Pen and paper icon is circled in red. Click on this icon to start creating a questionnaire for this participant.<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">2. Create a questionnaire<\/h2>\n\n\n\n<h4 class=\"wp-block-heading\">Add a new interaction<\/h4>\n\n\n\n<p id=\"block-ab081d95-ba44-48d2-9333-7e91d3b5ddc9\">Once a client or participant is chosen,  a questionnaire for this person can be manually created. In a later step, you will learn how to <a href=\"\/knowledge-base\/protocols\/\">automate this process<\/a> for research.<\/p>\n\n\n\n<p>When there are no interactions yet, you can create your first interaction by clicking on <em>Add a new interaction<\/em>. <\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6a0c6ce9eb295&quot;}\" data-wp-interactive=\"core\/image\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"555\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on-async--click=\"actions.showLightbox\" data-wp-on-async--load=\"callbacks.setButtonStyles\" data-wp-on-async-window--resize=\"callbacks.setButtonStyles\" src=\"\/wp-content\/uploads\/2024\/03\/addNewInteraction-1024x555.png\" alt=\"\" class=\"wp-image-12435\" srcset=\"\/wp-content\/uploads\/2024\/03\/addNewInteraction-1024x555.png 1024w, \/wp-content\/uploads\/2024\/03\/addNewInteraction-300x163.png 300w, \/wp-content\/uploads\/2024\/03\/addNewInteraction-768x416.png 768w, \/wp-content\/uploads\/2024\/03\/addNewInteraction-50x27.png 50w, \/wp-content\/uploads\/2024\/03\/addNewInteraction-60x33.png 60w, \/wp-content\/uploads\/2024\/03\/addNewInteraction-100x54.png 100w, \/wp-content\/uploads\/2024\/03\/addNewInteraction.png 1227w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on-async--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><figcaption class=\"wp-element-caption\">First click on <strong>add new interaction<\/strong><\/figcaption><\/figure>\n\n\n\n<p>Subsequently you can click on <em>start from scratch<\/em> to start a new questionnaire.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"683\" height=\"491\" src=\"\/wp-content\/uploads\/2024\/03\/chooseStart.png\" alt=\"\" class=\"wp-image-12267\" srcset=\"\/wp-content\/uploads\/2024\/03\/chooseStart.png 683w, \/wp-content\/uploads\/2024\/03\/chooseStart-300x216.png 300w, \/wp-content\/uploads\/2024\/03\/chooseStart-50x36.png 50w, \/wp-content\/uploads\/2024\/03\/chooseStart-60x43.png 60w, \/wp-content\/uploads\/2024\/03\/chooseStart-100x72.png 100w\" sizes=\"auto, (max-width: 683px) 100vw, 683px\" \/><figcaption class=\"wp-element-caption\">Choose start from scratch to create a new questionnaire<\/figcaption><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"block-a2e7396d-7c64-453c-9278-7b20b6a28aaf\">Add questions<\/h4>\n\n\n\n<p>Type your question and press enter or search for a questionnaire from the library. If you click the question bar, a drop down list of <a href=\"\/article-categories\/questionnaires\/\">question types<\/a> is presented. However, you can first type in your question and then adjust the question type as explained in the next paragraph.<\/p>\n\n\n\n<figure class=\"wp-block-video\"><video controls src=\"\/wp-content\/uploads\/2021\/02\/Add-question.mp4\"><\/video><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"block-0e1c5c35-b819-4ed1-8eaa-18a767809b9d\">Adjust question settings<\/h4>\n\n\n\n<p>Once you&#8217;ve added a question, a pop-up box will appear in which you can find the question, a label and the question type.<\/p>\n\n\n\n<figure class=\"wp-block-video\"><video controls src=\"\/wp-content\/uploads\/2021\/02\/Question-Settings-1.mp4\"><\/video><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Set a <strong>label<\/strong> to help you identify the question item in further analyses.<\/li>\n\n\n\n<li>Adjust the <strong>question type<\/strong> according to the type of question you want to ask. <\/li>\n<\/ul>\n\n\n<p><script src=\"https:\/\/kit.fontawesome.com\/698215964e.js\" crossorigin=\"anonymous\"><\/script><\/p>\n<p style=\"font-family:Roboto;font-style:regular;font-size:18px;\">\n         Once you&#8217;ve finalized your question, you can visualize (<i class=\"fas fa-eye\"><\/i>), duplicate (\u2731), copy (<i class=\"far fa-copy\"><\/i>), move (\u25b2\u25bc) or delete (<i class=\"fas fa-trash-alt\"><\/i>) it. <\/p>\n\n\n\n<p>m-Path includes many different question types. Each question type has many different settings!<\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button is-style-outline is-style-outline--1\"><a class=\"wp-block-button__link has-white-background-color has-text-color has-background wp-element-button\" href=\"\/article-categories\/questionnaires\/\" style=\"color:#02b4f2\">Learn more about the different<span class=\"has-inline-color has-theme-default-color\"> question types<\/span><\/a><\/div>\n<\/div>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"block-76944416-6c59-4f4c-95af-3c5213e9fbbd\">Interaction properties <\/h4>\n\n\n\n<script src=\"https:\/\/kit.fontawesome.com\/698215964e.js\" crossorigin=\"anonymous\"><\/script>\n  \n   <p style=\"font-family:Roboto;font-style:regular;font-size:18px;\">\n         Once you&#8217;ve finalized your questions, you can adjust the name and properties of your interaction by clicking on the <i class=\"fas fa-clipboard-check\"><\/i> icon next to <em>New Interaction<\/em> in the top green bar. Interaction properties can be used change the name of the questionnaire and the behavior of notifications.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button is-style-outline is-style-outline--2\"><a class=\"wp-block-button__link has-white-background-color has-text-color has-background has-link-color wp-element-button\" href=\"\/knowledge-base\/interaction-properties\/\" style=\"color:#03a9f3\">More information on interaction properties<\/a><\/div>\n<\/div>\n\n\n\n<p> <\/p>\n\n\n\n<figure class=\"wp-block-video\"><video controls src=\"\/wp-content\/uploads\/2021\/02\/Interaction-Properties.mp4\"><\/video><\/figure>\n\n\n\n<p>Note that there are also different kinds of interactions such as buttons and applets. The type of interaction is a questionnaire by default. To get a detailed understanding of the <a href=\"\/knowledge-base\/types-of-interactions\/\">predefined interactions<\/a> and their <a href=\"\/knowledge-base\/interaction-properties\/\">properties<\/a>, take a look at the <a href=\"\/article-categories\/create\/\">Create<\/a> category.<\/p>\n\n\n\n<p class=\"wp-block-ht-blocks-messages wp-block-hb-message wp-block-hb-message--withicon is-style-alert\">Don&#8217;t forget to frequently save your interaction after you&#8217;ve made changes! The orange dot indicates that there are unsaved changes. It disappears when you press <em>Save all.<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">3. Test the questionnaire<\/h2>\n\n\n\n<p>If you&#8217;ve set up <a href=\"\/knowledge-base\/general-settings\/#choose-test-device\">your phone as the test device<\/a> as done when you first created a dashboard account, you can test the questionnaire on your phone by clicking on <em>Test on me<\/em>. If you are with the client or participant, you can also test the questionnaire on his or her phone by clicking on <em>Test on client<\/em>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized is-style-default\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"323\" src=\"\/wp-content\/uploads\/2021\/02\/Screenshot-2021-02-12-at-13.36.15-1024x323.png\" alt=\"\" class=\"wp-image-2124\" style=\"width:668px;height:210px\" srcset=\"\/wp-content\/uploads\/2021\/02\/Screenshot-2021-02-12-at-13.36.15-1024x323.png 1024w, \/wp-content\/uploads\/2021\/02\/Screenshot-2021-02-12-at-13.36.15-300x95.png 300w, \/wp-content\/uploads\/2021\/02\/Screenshot-2021-02-12-at-13.36.15-768x242.png 768w, \/wp-content\/uploads\/2021\/02\/Screenshot-2021-02-12-at-13.36.15-50x16.png 50w, \/wp-content\/uploads\/2021\/02\/Screenshot-2021-02-12-at-13.36.15-1536x484.png 1536w, \/wp-content\/uploads\/2021\/02\/Screenshot-2021-02-12-at-13.36.15-2048x645.png 2048w, \/wp-content\/uploads\/2021\/02\/Screenshot-2021-02-12-at-13.36.15-60x19.png 60w, \/wp-content\/uploads\/2021\/02\/Screenshot-2021-02-12-at-13.36.15-100x32.png 100w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">4. Export questionnaire to the library<\/h2>\n\n\n\n<p>Once you have created a questionnaire and you want to reuse it for other participants, you can export the questionnaire to the library.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button is-style-outline is-style-outline--3\"><a class=\"wp-block-button__link has-white-background-color has-text-color has-background has-link-color wp-element-button\" href=\"\/knowledge-base\/the-library\/\" style=\"color:#03a9f3\">How to use the library<\/a><\/div>\n<\/div>\n\n\n\n<p class=\"wp-block-ht-blocks-messages wp-block-hb-message wp-block-hb-message--withicon\">Now you have all the information to create questionnaires!<\/p>\n\n\n\n<p>When you are happy with the questionnaires you created, you can start with scheduling these questionnaires.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link has-white-color has-text-color has-background has-link-color wp-element-button\" href=\"\/knowledge-base\/step-2-schedule-your-questionnaire\/\" style=\"background-color:#03a9f3\">Step 2: schedule your questionnaire<\/a><\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>This article explains how to create a basic questionnaire.<\/p>\n","protected":false},"author":3,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[6],"ht-kb-tag":[337,111,343,312],"class_list":["post-2013","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-getting-started","ht_kb_tag-first","ht_kb_tag-schedule","ht_kb_tag-start","ht_kb_tag-template"],"_links":{"self":[{"href":"https:\/\/app-manual-wp-001-atfsdabuggg7fzdq.germanywestcentral-01.azurewebsites.net\/wp-json\/wp\/v2\/ht-kb\/2013","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/app-manual-wp-001-atfsdabuggg7fzdq.germanywestcentral-01.azurewebsites.net\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/app-manual-wp-001-atfsdabuggg7fzdq.germanywestcentral-01.azurewebsites.net\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/app-manual-wp-001-atfsdabuggg7fzdq.germanywestcentral-01.azurewebsites.net\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/app-manual-wp-001-atfsdabuggg7fzdq.germanywestcentral-01.azurewebsites.net\/wp-json\/wp\/v2\/comments?post=2013"}],"version-history":[{"count":101,"href":"https:\/\/app-manual-wp-001-atfsdabuggg7fzdq.germanywestcentral-01.azurewebsites.net\/wp-json\/wp\/v2\/ht-kb\/2013\/revisions"}],"predecessor-version":[{"id":13698,"href":"https:\/\/app-manual-wp-001-atfsdabuggg7fzdq.germanywestcentral-01.azurewebsites.net\/wp-json\/wp\/v2\/ht-kb\/2013\/revisions\/13698"}],"wp:attachment":[{"href":"https:\/\/app-manual-wp-001-atfsdabuggg7fzdq.germanywestcentral-01.azurewebsites.net\/wp-json\/wp\/v2\/media?parent=2013"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/app-manual-wp-001-atfsdabuggg7fzdq.germanywestcentral-01.azurewebsites.net\/wp-json\/wp\/v2\/ht-kb-category?post=2013"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/app-manual-wp-001-atfsdabuggg7fzdq.germanywestcentral-01.azurewebsites.net\/wp-json\/wp\/v2\/ht-kb-tag?post=2013"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}