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Using Opus for Surveys & Feedback

This article outlines options to utilize Opus for surveys and team feedback.

Written by Ben Brunken
Updated over 2 weeks ago

Understanding where your team stands is key to building a stronger training program. While Opus doesn't have a dedicated survey tool, you can collect meaningful feedback from your team in a few different ways, all without leaving the platform.

Table of Contents

The options outlined here can work well together. For example, you could use a course with open-ended questions for employee self-assessments, then pair it with a check-in for a manager to review and discuss the responses.

Option 1: Build a Course with Open-Ended Questions

Turn your existing training workflow into a feedback loop. By adding open-ended questions to a course, you can gauge team confidence, surface knowledge gaps, and collect responses.

Unlike multiple choice, true/false, or other question types, open-ended questions don't require a correct answer, making them ideal for survey-style prompts like:

  • "On a scale from 1–10, how confident are you in your current skills?"

  • "What's one thing that would help you do your job better?"

To set this up:

  1. Open the course builder and add a new question.

  2. Select "Open-Ended" as the question type.

  3. Enter your survey question. Trainees will type their answer directly into the response field.

  4. Build out the rest of the course and assign it to your team.

To review responses:

  1. Go to the Reporting tab for the course.

  2. Click into the different responses.

  3. Export answers for each question individually.

πŸ’‘ Note: Responses are tied to each user's account and are not anonymous. Admins and Managers with reporting access can view individual answers.

Option 2: Link to an External Survey Tool

If you need anonymous responses, the best approach is to use a free external tool like Google Forms and share the link through Opus.

To do this, add a course or resource to your library and use it as a placeholder that directs employees to your external survey link.

Setting it up as a course means you can assign it to specific team members and track completion β€” so you always know who has (and hasn't) submitted their response.

Option 3: Check-Ins

Check-ins can be used to collect structured feedback on a one-on-one basis.

❓ Important: Employees cannot complete a check-in on their own. A Manager or another user must be present to conduct the check-in. Keep this in mind when deciding if check-ins are the right fit for your feedback needs.

Option 4: Task Lists

Task lists and Audits are another option for structured response collection. If these features are available to you depends on your company's Opus plan.

❓ Important: Task list responses are visible to all users with access to that list, including other team members. This might not be a good fit if you need responses to stay private or if you're collecting feedback that shouldn't be shared across the team.

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