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Tab: Survey

Context​

Integrated tab in chat rooms, channels, and meetings (Polls drawer). Tab title in the bar: Survey (German Befragung). In chats/channels, activate via Add Tab. Data is stored in the Matrix room (quick polls and questionnaires).

Two Areas​

AreaDescription
Quick pollSingle question, multiple options (single or multiple choice)
QuestionnairesMultiple questions per survey; types: choice, text, rating (scale), yes/no; optional required questions

Permissions​

ActionWho
Create, start, close, save templates, export CSVRoom moderators (Matrix power level ≥ 50) or meeting moderators
Vote / submit questionnaireAll room or meeting participants

Without moderation rights, you see an error if you try to create a poll.

Quick Poll​

Create (moderators)​

  1. Choose Create poll
  2. Enter question and at least two options
  3. Optional: multiple choice, anonymous voting, record participant names
  4. Save draft or Create and start

Vote​

  • Select option(s) → Vote
  • Live results (votes/percentages) visible to everyone
  • Anonymous polls do not show names

Drafts and Lifecycle​

  • Draft → visible to moderators only
  • Active → all participants can vote
  • Closed → no further votes; results remain visible

Questionnaires​

  • Add questions one by one (type, text, required flag, min/max for ratings)
  • Start from room templates or personal library
  • After submission: aggregated results (choices, text list, rating average, yes/no counts)
  • CSV export for moderators

In Meetings​

  • Polls drawer for all participants (unless disabled on the appointment)
  • For an active quick poll: central stage dialog for non-moderators (vote without waiting for moderator share)
  • Moderators manage polls in the drawer; optional shared view for questionnaires

See Meeting roles.

Before and After the Appointment​

PhaseFeature
Pre-meetingEdit appointment → More options → create poll drafts (online meeting)
Post-meetingCalendar context menu or Calls → Call log → Poll results (overview, CSV for organizer)

See Event and meeting options.

📸 Prepare polls (calendar): Prepare polls

📸 Poll results (calendar): Poll results

📸 Poll results (call log): Poll results call log

In Chat (Composer)​

  • Composer menu Create poll → poll is sent as a message with widget
  • Vote directly in the message timeline

Privacy​

  • Polls can be disabled under Settings → Privacy
  • When disabled: no poll participation

📸 Screenshot: Polls tab

📸 Meeting polls drawer: Polls drawer

📸 Quick poll stage dialog: Quick poll stage

Manage​

  • Right-click tab → Remove or open in new window