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Workplace tools survey template

Find the tool that wastes the most time, before the renewal is due

Three questions for employees on the tools they use every day: a rating for each one, the tool they would replace first and how much time tool problems cost them each week. Use it as it is or add an open question, and Usertick reads every written answer for you.

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What this workplace tools survey tells you

A workplace tools survey asks employees how well the software they work in every day serves them, so renewals rest on what people need. This template asks three questions in about 50 seconds: a rating for chat, email, the project tracker, documents and video calls, the tool to replace first, and the weekly time tool problems cost.

It is written for once a year, a month or two before your software renewals, as a link in your team chat or an email Usertick sends to every employee, where a button opens the survey. It can also open as a popup inside an internal web app when the Usertick script runs there, which reaches people while they work.

Results shows a heat map of the five tools, the share who would replace each one and the share in each time band, compared with the period before. The template has no open question; add one and Usertick reads each answer, files it under a category such as tools and processes, and marks bugs, ideas and complaints.

In an emailAs a linkOn your websiteAs a conversation
Questions
3
Time to answer
About a minute
Written for
A yearly link, a month or two before software renewals
Plans
Every plan, the free plan included

See it on every channel

The same template on your website, behind a link, in an email and as a conversation.

In an email

Send it from Usertick to a contact list, and a button in the email opens the survey on its own page. Usertick sends 50 emails a month on the free plan, or connect your own sender.

The 3 questions, one by one

What each question asks, why it is there, what it shows you and what to change.

Question 1 of 3 · Matrix · Optional

How well do these tools work for you?

Why ask it
One grid rates every core tool on the same scale, so you can compare them in one look.
What you learn
A heat map per tool with its average, so the weakest tool and the spread of opinions show at once.
Make it yours
Use your tools' real product names, and add any tool with a renewal coming up.
Question 2 of 3 · Multiple choice

Which tool would you replace first?

Why ask it
Ratings show what is weak, and this question forces the one choice that matters for a renewal.
What you learn
A donut with the share and count for each tool, with None of them as its own slice. Select a tool to see how the people who chose it rated the rest of the grid and how much time they lose.
Make it yours
Keep the options the same as the grid rows, so the answer lines up with the ratings, and keep None of them for people who are content.
Question 3 of 3 · Multiple choice

How much time a week do tool problems cost you?

Why ask it
Time lost puts a cost on bad tools, which helps when you make the case for a change.
What you learn
A donut with the share of each band, compared with the year before. Select More than 3 hours to see which tool those people would replace first.
Make it yours
Multiply the share in each band by your headcount for a rough count of hours lost each week, and bring it to the renewal discussion. Run the same survey after a switch to see whether the hours went down.

What the answers show

Results turns each question into numbers you can follow week by week.

Which tool would you replace first?

The share of each answer with its count. Select an answer to narrow the whole page to those people and read what else they said.

How much time a week do tool problems cost you?

The share of each answer with its count. Select an answer to narrow the whole page to those people and read what else they said.

How well do these tools work for you?

Each row's answers side by side, so the part that needs work stands out.

Use this template in four steps

From the template to the first answers.

  1. 1

    Open the template

    Sign up free and pick Workplace tools in the template gallery. It opens in a matching style, ready to change.

  2. 2

    Make the questions yours

    Reword any question, change the options, and add logic or more questions.

  3. 3

    Choose where it runs

    Show it on your website, send it by email, share its link and QR code, or switch it to a conversation.

  4. 4

    Publish and read the answers

    Answers arrive in Results and the inbox as people send them, each written one read and filed by Usertick.

Tips for this survey

Small choices that keep people answering and the answers useful.

  1. 01

    Time it before renewals

    Run it a month or two before contracts renew, so the answers can still change a decision.

  2. 02

    Name your real tools

    Replace Chat or Project tracker with the product names people use, so nobody has to guess which tool a row means.

  3. 03

    Add a why question

    Add What is the biggest problem with the tool you would replace? as an optional last question, and Usertick reads each answer and files it under a category and a theme.

  4. 04

    Compare teams that use tools differently

    Add a question that names the team, since engineering and sales may use the tracker in very different ways, and select its answers in Results.

Product feedbackEmail surveysInternal tools questions

More product feedback templates and questions

Templates like this one, and single questions from the library to add to it.

Templates

Browse all templates
ProductLearning budgetSee how the learning budget gets used, what gets in the way and what people want to learn next. Send it halfway through the year.
RetentionTeam pulseA short, anonymous check on workload, support and whether people feel heard. Send it every week or two to the whole team.
OnboardingNew hire, day 30Check in with new hires after their first month: what's in place, what slowed them down and what the next person should know. Send it on day 30.
ChurnExit surveyUnderstand why people leave and what would have kept them, while they're still happy to tell you. Send it during the notice period, before the last week.

Questions from the library

Browse the question library
  1. How well do the tools we give you work together?Stars · Internal tools
  2. Rate the tools you use mostMatrix · Internal tools
  3. How easy is it to find a document you need?Customer effort · Internal tools
  4. How much do you feel you belong on your team?Big scale · Belonging and inclusion
  5. How much do you agree about working here?Matrix · Belonging and inclusion
  6. Do you feel comfortable speaking up in meetings?Yes / No · Belonging and inclusion

Frequently asked questions

Once a year, a month or two before your software renewals, so the answers can still change what you buy.

List the five to eight tools everyone uses. Specialist tools used by one team belong in a separate, shorter survey for that team, sent only to the people who use them.

Most tools rated Good or better, few people picking a tool to replace, and the share losing more than an hour a week going down from one year to the next.

Yes, when the Usertick script runs on that app. The survey can open as a popup on page load, after a delay or when someone is about to leave.

Yes, on every plan. A workflow adds each answer to a Google Sheet or posts to Slack or Microsoft Teams, and from Starter it can also create Jira or Linear issues.

Yes. Every template comes with every plan, the free plan included, and the free plan covers 150 responses a month across your surveys.

Yes. The template becomes your own survey, so reword any question, add or remove questions, and change the options and the logic. The gallery stays as it is.

Yes, from Starter. The template is written in US English. Add languages by hand or with AI translation, and each person sees the survey in their browser's language.

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