Use the Library
Create and reuse surveys, discussion guides, images, documents and reports.
Open Library in the workspace sidebar to return to research material. Its tabs include All, Discussion Guide, Survey, Announcement, Images, Documents and Report.
Create a survey or guide
Use the new-item action to create a survey or discussion guide. The same builder is also available from New Task. Enter questions manually or import a supported questionnaire document, then review the parsed questions and save.
For surveys, check answer types and options. For guides, check sections and probes. A saved asset is the instrument you can attach to a future task; the task's goal sentence does not replace it.
Find and reuse material
Use the type tabs and search to find an item. Open a survey or guide to edit it. Images can be previewed, while document viewing depends on the file type. Reports open their report view rather than the questionnaire editor.
From New Task, choose a survey or guide from Library, or select an existing image where the image picker offers Library. Confirm the attached version before submitting.
A document you attach in a conversation, such as a product concept or a spec sheet, is saved to Documents automatically.
Keep versions understandable
Use names that identify the study and material, such as “Delivery barriers, survey, September”. Editing a reusable instrument changes what you can run next; it does not retroactively change the questions or answers in completed research.
If an item is missing, check the workspace, active type tab and search filter. If a file cannot be previewed, confirm its upload completed and that the format is supported by the relevant viewer.
Deleting a survey, guide, image or document removes it from future selection. A task that already used the material keeps its recorded history, but attempting to run that task again can be rejected when the required material no longer exists. Keep a reusable copy in Library before deleting an item that an unfinished task may need.
Library and audience data
Library organizes material used by a task. Audience data and connected systems establish or update the population being studied. Saving a document in Library does not add it to an audience automatically.
Preparing an instrument is separate from executing it. Research and report generation are charged according to Pricing & credits.