Manage the questions in a template

Add questions to a template. Order questions and group related questions together in sections. Update or remove questions or sections.

Add questions and sections

Ask creates new templates with one blank question and an untitled section. Each new section also contains one blank question. Enter the details for these before adding more.

To add a question to a template:

  1. Go to Ask and select the Templates tab, then click the template in the list.
  2. In the section you want to add the question to, click Question.
  3. Enter your question.
  4. (Optional) Click the attach file icon Xero HQ attach file icon to attach a file to the question.
  5. (Optional) Enter a tip to help guide your client’s answer.
  6. Select an answer type:
    Answer typeThe client answers by
    CheckboxSelecting one or more answers from a list of options
    File attachmentUploading a file
    Multiple choiceSelecting only one answer from a list of options
    Multiple text entryCompleting multiple fields of text
    Text entryCompleting a single field of text
    Yes/noSelecting yes or no

To add a section to a template:

  1. Go to Ask and select the Templates tab, then click the template in the list.
  2. In the location you want to add the section to, click Section.
  3. (Optional) Click Untitled section and enter a title for the section.
  4. Add questions to the section.

Preview a template

You can preview a template to see how it will look to your client.

  1. Go to Ask and select the Templates tab, then click the template in the list.
  2. Click Preview Image of the template preview button.
  3. Click Next and Back to step through the template.
  4. When you’ve finished previewing the template, click Close.

Change the order of the questions

Once you’ve added two or more questions to a section, you can drag and drop questions to change their order. You can also drag questions between sections. However, you can’t remove the last question from a section or change the order of sections.

Edit a question or section

  1. Go to Ask and select the Templates tab, then click the template in the list.
  2. Select any question or section in the template and change the details.

Delete a question or section

To delete a question or section:

  1. Go to Ask and select the Templates tab, then click the template in the list.
  2. Click the menu icon Xero HQ menu icon on the question or section you want to delete, then select Delete.
  3. If you’re deleting a section, click Delete to confirm.
  4. Deleting a section also deletes any questions in the section.

You can’t delete the last question in a section or the last section in a template.

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