Creating Surveys
How to create a new survey in Vortyk. Step-by-step instructions and naming tips for effective organization.
Last updated: April 18, 2026
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Steps
- Navigate to the project where you want to add a survey.
- Click New Survey.
- Enter a survey name.
- Click Create Survey.
Your survey is ready. You can start uploading photos immediately.
Naming your surveys
A good survey name tells you exactly what it contains without opening it. Include dates, inspection types, or location areas.
Effective survey names:
- Roof Inspection - March 15, 2026
- Building A Exterior
- Phase 2 Foundation Assessment
- Unit 4B - Pre-Move-In Condition
- North Parking Lot - Drainage Issues
Avoid vague names:
- Survey 1
- Photos
- Inspection
- March
Your survey name appears on generated reports, so choose something your clients will understand.
When to create a new survey
Create a new survey when you need a distinct group of photos that should appear in their own report. Common triggers:
- New site visit. Each time you return to a job site
- Different area. Moving to a different building, floor, or zone
- Different scope. Switching from one inspection type to another
- Different date. Separating documentation by calendar date
There is no penalty for creating many surveys. Use them liberally to keep your photos organized.
Limits
- Survey name: Required
- Surveys per project: Unlimited
- Photos per survey: 200