How to: Build Forms

Step 1: Go to Forms from the Manage section of the main menu.

Step 2: Click + New form.

Step 3: Begin building the form. Customize it with different question types: text, paragraph, number, decimal, checkbox, multiple choice, or dropdown.

Step 4: Once created, you can attach the form to a Job for the assignee to fill out. Simply go to the Job and select Attachments. Then, add it in Linked Forms.

Step 5: Review the responses to your form in the Recent Submissions tab.

Alternatively, you can review the responses directly from the Job itself in Form Responses.