Create a survey in Workforce Optimization for ITSM

task australia Updated Sep 10, 2026 1 min read create-survey-wfo-itsm.md

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, User Surveys in 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] article in the Now Support Knowledge Base.

Role required: sn_wfo_cfg_ws.manager

Procedure

Navigate to Workspaces > Manager Workspace.
Select the Coaching icon ([Omitted image "coaching-icon-uib.png"] Alt text: Coaching icon).
Select the Assessments tab.
Select Surveys > View Surveys.
Add a survey.

To create a survey using Do this

A form Select New.

Survey Designer Select Survey Designer.

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.
Configure the survey based on your needs.

For information on configuring a survey, see Configure a survey using Survey Designer.

Note: To share the survey with other managers, you must add managers of those teams as the owners of the survey.

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

Parent Topic:Surveys in Workforce Optimization for ITSM

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---
title: Create a survey in Workforce Optimization for ITSM
description: 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.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-service-management/workforce-optimization-for-it-service-management/create-survey-wfo-itsm.html
release: australia
product: Workforce Optimization for IT Service Management
classification: workforce-optimization-for-it-service-management
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Surveys, Training your teams, Coaching, Workforce Optimization for ITSM, IT Service Management]
---

# Create a survey in Workforce Optimization for ITSM

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, User Surveys in 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 **Workspaces** &gt; **Manager Workspace**.

2. Select the Coaching icon \(\[Omitted image "coaching-icon-uib.png"\] Alt text: Coaching icon\).

3. Select the **Assessments** tab.

4. Select **Surveys** &gt; **View Surveys**.

5. Add a survey.

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

**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://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-service-management/coaching/cf-create-survey-coaching-opportunity.md).

6. Configure the survey based on your needs.

For information on configuring a survey, see [Configure a survey using Survey Designer](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/servicenow-platform/t_ConfigSurveyInSurveyDesgnr.md).

**Note:** To share the survey with other managers, you must add managers of those teams as the owners of the survey.

**Parent Topic:**[Surveys in Workforce Optimization for ITSM](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-service-management/workforce-optimization-for-it-service-management/surveys-wfo-itsm.md)