How to Create and Use Quiz Templates in Process Street With Conditional Logic

quiz-templateYou asked…

We listened.

Let me introduce you to Process Street’s swanky updated feature, conditional logic within tasks.

What does this mean?

Simply put, it means that you can use Process Street to build quiz templates by creating rules within tasks using conditional logic – these rules then generate personalized outcomes.

In other words, you can create tasks within checklists that adapt to meet your personal needs and circumstance.

Conditional logic within tasks can also be used to shorten the length of your overall template.
Say goodbye to scrolling through irrelevant questions that don’t apply to you and claim back the time you once wasted filling out online forms.

To find out more about this feature and to see it in action check out our pre-made free templates and keep reading.

Alternatively, to jump to a specific section of this post, click the appropriate link below.

To get started, here’s a quick list of all the templates in this post:

Read on to learn how conditional logic helps to make your daily workload easier.

What is conditional logic?

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Process Street‘s conditional logic is a powerful feature that allows you to create truly dynamic quiz templates and checklists by using if-this-then-that logic.

It’s simple – all you need is a trigger and an outcome. Set the trigger (answering “yes” in a drop-down menu, for example) and the outcome (show a hidden task only when someone answers “yes”) and there you go!

We’ve always had this feature, but it used to be restricted to showing and hiding tasks. Now, you can show and hide anything you want! Form fields and all.

Using if-this-then-that logic allows you to automatically make decisions based on a condition or action that occurred at any point in the process, either within the task itself or a point in the checklist as a whole.

This might be a good moment to explain what exactly I mean by “checklists” and explain why I keep referring to them in a post about building quiz templates…

A quiz is essentially just another form of a checklist.

Process Street is built around the use of templates and checklists. Using Process Street, you can build powerful, dynamic quizzes to use at work (or even recreationally).

So what’s the difference between a template and a checklist?

A template is a set of instructions or the master blueprint of a process be it a quiz process or a workflow process. The template outlines exactly how a specific process should be completed.

In Process Street, a checklist refers to an individual instance of a template. Like a child of a parent. For example, if you have a Create Invoice Template, you would run a new checklist every time you wanted to create an invoice.

Here’s a quick YouTube video if you’re keen to understand more about the difference between a template and a checklist:

Now, back to conditional logic…

It’s really as simple as what it says on the tin. You can make your quizzes respond differently based on the input they receive. This allows for additional instructions to show based on a particular response.

There are two ways to create conditional logic rules in your quiz templates. The first is to show or hide content within a task, the second is to show or hide whole tasks or headings.

Let’s take a look at how conditional logic works in some interesting quiz examples.

This or That Questions Quiz Template

This template takes the form of a fun this-or-that questions quiz, and uses conditional logic within specific tasks. You can either run this quiz as it is or make edits to the template to customize it for yourself.

It also uses conditional logic within tasks. This enables you to build logic in one clear view and manage the rules you set up. The rules you setup will then influence which fields (or questions and answers) you see.

This or that questions ask players to choose between two options, “this” being option one, and “that” being option 2.

Our selection of this or that questions include random fun questions and questions separated by category (such as food 🍕).

It’s super easy to edit the question text, add some answer choices, and customize the feedback messages. Plus, you can add pictures, videos, and embeds to the task to enhance your questions and answers.

Click here to get the This or That Questions Quiz Template.

Employee Review Template

This template takes the form of an Employee Review and demonstrates how conditional logic can be used between tasks.

Regular employee performance reviews are widely recognized to be vital for the smooth running of any business. Replacing the tiresome annual employee reviews with quarterly reviews is thought to improve employee engagement and performance.

In fact, only 49 percent of employees find that annual reviews are accurate, while 90 percent of HR heads believe annual reviews do not yield accurate information. – Jeff Weber, Regular Employee Feedback to Replace the Annual Review

Today’s agile workforce needs nimble new strategies, processes, and tools to enable feedback between employees and their managers. Fortunately, this employee performance review will help managers onboard, manage, motivate, develop, and support their team.

Aim to run this checklist near the end of every quarter to optimize your team.

Click here to get the Employee Review Template.

So, there you have it, you should now have a firm grasp on what conditional logic is.

Now let’s take at some of the best practices for using conditional fields to create a quiz template.

Best practices for using conditional fields to create a quiz template

Using conditional logic in Process Street is easy, but there are a few simple steps you’ll need to cover in order to get it working: This section will take you through these steps.

In order to get conditional logic functioning correctly, you will need to have built out some tasks and added at least one form field into your template.

This form field will be the trigger that shows or hides the details in your checklist (or quiz) once it’s run.

These are the current form fields and their input types that can be used for setting Conditional Logic rules within Process Street.

Text Accepting Fields

  • Short Text
  • Long Text
  • Email
  • Website
  • Hidden field

Non-Text Accepting Fields

  • Date
  • Drop-down
  • Multiple-choice
  • Setting Conditions

Available conditions for your fields

  • Is
  • Is not
  • Has no value
  • Has any value
  • Starts with (only text fields)
  • Ends with (only text fields)
  • Contains (only text and multiple-choice fields)
  • Does not contain (only text and multiple-choice fields)

If you want to see these form fields and all of the available conditions in action, check out any of the templates embedded below.

General Knowledge Quiz Template

This is a straightforward template designed to help you design and implement your own quizzes using Process Street. It can also be used out-of-the-box as a general knowledge quiz, with the fields and logic set up as an example. Following the template will guide you through the process of using the framework to build your own quizzes.

Click here to get Process Street’s Quiz Template (it’s free!)

What is Your Work Style? Quiz Template

What kind of employee are you?

This quiz will guide you in setting up a quiz that answers just that!

The What Is Your Work Style Quiz Template takes the form of a multiple-choice questions quiz. You can either run this quiz as is OR edit the quiz template to create your very own quiz.

Our What is Your Work Style? Quiz Template is an overarching assessment of your work personality, your ability to work with others, your work ethic, and your attitude.

Take this quiz to identify your work style and learn more about what your strengths may be.  This Work Style Quiz Template will also uncover any areas for personal and professional growth.

Click here to get the What is Your Work Style? Quiz Template

Multiple Choice Test Template

This Multiple Choice Test Template provides a basic framework for you to build a multiple-choice test or quiz template.

You can tailor this checklist to add or remove items from this list/task/etc. to match your specific requirements by clicking the “edit template” icon on the right-hand side within Process Street.

To get access to Process Street you can sign up for a free trial of the Standard Plan here.

It’s super easy to edit the question text, add some answer choices, and customize the feedback messages. Plus, you can add pictures, videos, and embeds to the task to your answers.

Click here to get the Multiple Choice Test Template.

Use and edit our pre-made quiz templates and checklists

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With Process Street, using conditional logic is straightforward and easy: In-fact, using Process Street as a whole is straightforward and easy.

But, don’t just take my word for it.

Check out the templates below to have a look at how you can use Process Street to create checklists; quiz templates; tests, and so much more.

Career Assessment Quiz Template

This template provides you with all you need to build your own Career Assessment Quiz Template.

It is based on the Open Extended Jungian Type Scales 1.2 framework developed by Eric Jorgenson.

This framework is similar to the Myers-Briggs Type Indicator which is perhaps the most well-known personality test available in the psychology and human resources community. The indicator assesses your personality type and explores career options.

This test categorizes people into one of 16 different personality types.

With a series of questions, the test determines whether you gravitate toward extroversion or introversion, sense or intuition, thinking or feeling, and judging or perceiving.

Click here to get the Career Assessment Quiz Template

Peer Review Example Template Checklist

This Peer Review Example Template Checklist is designed to be edited by teachers to match their specific subject field. The checklist can then be rolled out to students so that they can perform peer reviews on each other’s work.

Peer reviews assist students in developing and communicating logical reasoning through writing. This Peer Review Template Checklist provides students with the opportunity to further enhance their critical thinking skills.

The Peer Review Example Template Checklist should be completed over the period of a month- the first two weeks allow for the students to write their papers and the last two weeks for the peer reviews to occur.

Click here to get the Peer Review Example Template Checklist.

Leadership Legacy Assessment Test Template

This Leadership Legacy Assessment Test Template is based on the Your Leadership Legacy Test framework as originally designed by Rob Galford and Regina Fazio Maruca.

The assessment identifies your leadership style which could be a configuration of one or more of the following: ambassador; advocate; people mover; truth-Seeker; creative builder; experienced guide.

Disclaimer: This template was designed to demonstrate how a Leadership Legacy Assessment Test could be run through Process Street. It is not intended to be a working test; rather, it is intended to provide a basic structure that you can use to build your own working tests.

For instructions on how to get this working, see our aptitude test article.

Click here to get the Leadership Legacy Assessment Test Template

Use Process Street to build your own quiz template and superpowered checklists

So, there we have it.

By now you should feel clued up on what the conditional logic feature is , how to use it, and where to find, edit, and create quiz templates using Process Street.

Conditional logic is just one of the many awesome features within Process Street. Some of these other features include:

To explore some of these features in further detail, watch the webinar below.

To try out these features all you’ve got to do is sign up. If you’re new to Process Street, you’ll be automatically placed on a 14-day free trial of our Standard plan.

Extra reading material

I’ll finish up by making one last point for you to bear in mind when creating your own superpowered checklists and quiz templates: Don’t feel you need to use conditional fields and tasks all of the time, especially where they aren’t needed.

We think technology is cool too, but it’s best to keep your tasks as simple as possible. If a conditional task doesn’t make sense – don’t use it.

Conditional logic is a useful way to create simple and personalized quiz templates and checklists that respect that prioritize the user experience.

If building conditional logic into your quiz templates and checklist still seems difficult or if you want to know more about Process Street and the features in general: Take a look at the resources below.

Let’s start things off with a visual introduction to Process Street:

To learn more about Process Street’s features, watch the webinar below :

You can use Process Street for more than just creating quiz templates. To check out some of the ways in which others are using the tool take a look at these blog posts:

Let us know how you find the quiz templates in the comments below! Who knows, maybe you’ll get featured in an upcoming post.

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Molly Stovold

Hey, I'm Molly, Junior Content Writer at Process Street with a First-Class Honors Degree in Development Studies & Spanish. I love writing so much that I also have my own blog where I write about everything that interests me; from traveling solo to mindful living. Check it out at mollystovold.com.


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