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Project Management Software Usage & Satisfaction Survey

Measures how teams actually use their project management tool day to day — adoption, feature-level satisfaction, and the friction points that drive people back to spreadsheets — with an AI follow-up that reconstructs a specific recent workflow moment instead of general sentiment. Built for product, IT, and operations teams evaluating or renewing tools.

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Sample questions

A preview of what’s in the template. Every question is editable before you launch.

12 questions · ~7 min
Q01
Message

Thanks for taking a few minutes to share how the project management tool is working for your team. Your honest experience helps us decide what to fix, keep, or replace. About 5 minutes.

Q02
Multiple ChoiceRequired

Which project management tool does your team primarily use today? (Template note: replace the option list below with your organization's actual tool set before launching.)

  • (Replace with Tool A – e.g., Jira)
  • (Replace with Tool B – e.g., Asana)
  • (Replace with Tool C – e.g., monday.com)
  • Spreadsheets or manual tracking
  • Other
Q03
Multiple ChoiceRequired

In the last 30 days, how often did you log in and update or check on your tasks in this tool?

  • Multiple times a day
  • About once a day
  • A few times a week
  • About once a week
  • Rarely or never
Q04
Matrix

How would you rate this tool on each of the following?

5 rows × 5 columns
  • Task tracking and assignment
  • Reporting and dashboards
  • Team collaboration features
  • Third-party integrations
  • Mobile app experience
Columns: Poor · Fair · Good · Very good · Excellent
Q05
Rating ScaleRequired

Overall, how satisfied are you with this tool for managing your team's work?

Range: 1 – 5
Min:Very dissatisfiedMax:Very satisfied
Q06
Opinion ScaleRequired

How likely are you to recommend this tool to another team leader facing a similar workload?

Scale: 0 – 10
Min:Not at all likelyMax:Extremely likely
Q07
Best–Worst Trade-off (MaxDiff)Required

Which of the following improvements would matter most to your team right now?

  • Faster page load and performance
  • Better reporting and dashboards
  • Simpler task creation and editing
  • More integrations with other tools
  • Improved mobile experience
  • Better notifications and alerts
  • More flexible views (Kanban, Gantt, list)
Pick best & worst per setBest:Matters mostWorst:Matters least
Q08
Multiple Choice

What is the single biggest frustration you have with your current tool?

  • Too slow or clunky to use
  • Missing features we need
  • Too complicated for new team members
  • Poor integration with other tools we use
  • Reporting doesn't show what we need
  • No major frustration
Q09
AI Interview

Probe the respondent's satisfaction and recommendation scores by reconstructing one specific recent instance where the tool helped or hindered their work — anchor on the frustration they selected and walk through what happened, what workaround they used, and how much time or effort it cost. If they rated the tool highly across the board, dig into which specific feature drives that loyalty and whether they've evaluated alternatives recently.

Q10
Multiple Choice

What is your primary role on your team?

  • Individual contributor
  • Team lead or manager
  • Project or program manager
  • Executive or director
  • Other
  • Prefer not to say
Q11
Multiple Choice

How large is the team that uses this tool?

  • 1-5 people
  • 6-15 people
  • 16-50 people
  • 51-200 people
  • More than 200 people
  • Prefer not to say
Q12
Message

That's everything — thank you! Your responses will be combined with your team's to guide what we improve, integrate, or reconsider in our project management setup.

What’s included

  • AI follow-ups

    Adaptive probes on open-ended answers that pull out detail a static form would miss.

  • Attention checks

    Built-in safeguards against rushed answers and low-quality respondents.

  • AI-drafted copy

    Wording, ordering, and branching written by the AI — tuned to your research goal.

  • Auto report

    Themes, quotes, and a plain-English summary write themselves once responses come in.

How it compares

We reviewed the closest templates from other survey tools. Here’s what they do well — and where this template goes further.

Why this template

  • Includes a matrix rating across specific tool features plus overall satisfaction and recommend-likelihood scores, so you get both breadth and a comparable NPS-style metric
  • Uses a max-diff exercise to force-rank which improvements actually matter most, avoiding the flat 'everything is important' bias of single-select feature lists
  • Pairs a biggest-frustration multiple-choice question with an AI follow-up interview that reconstructs a specific recent workflow moment tied to the respondent's own satisfaction and recommendation scores, instead of asking for general sentiment
  • Captures role and team size upfront so friction points and adoption patterns can be segmented by who's actually reporting them

QuestionPro

Project Management Software Survey Questions + Sample Questionnaire Template

This is largely a content page listing sample project management software survey questions rather than a ready-to-field interactive template. It's useful as a question-bank reference and QuestionPro's broader platform supports logic and reporting, but this specific page doesn't demonstrate an adaptive, fielded questionnaire.

What it does well

  • Provides a curated sample question set covering common PM software evaluation angles
  • Backed by QuestionPro's established survey platform with standard logic and analytics capabilities

Where it falls short

  • No adaptive AI follow-up — respondents can't be probed on a specific recent workflow moment
  • Presented as a static question list/guide rather than a fielding-ready survey with automated scoring
  • No published methodology or transparent prompt logic for how questions were derived

Jotform

Project Management Survey Form Template

A genuinely fielding-ready drag-and-drop form template that teams can deploy quickly and customize within Jotform's broader form ecosystem. It covers standard usage and satisfaction fields but relies on fixed question sets with no follow-up probing. Jotform's free tier makes it easy to try before committing to a paid plan.

What it does well

  • Ready-to-use, easily customizable form builder with drag-and-drop editing
  • Integrates with Jotform's wider suite (tables, workflows, notifications)
  • Free tier available for quick testing

Where it falls short

  • Static form fields only — no adaptive AI follow-up to reconstruct a specific workflow moment
  • No automated per-response quality scoring or auto-generated analysis report
  • No transparent methodology behind question selection or scoring

Ready to launch?

Open this template in the editor. Every part is yours to change before the first respondent sees it.

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