Here at Connecteam, we understand the importance of managing your business on the go. This is why we created the Admins’ Tab on the mobile app. Now you can manage your team and stay updated from anywhere!

With our Forms feature, you can create digital forms on various topics for your employees. Easily access any entry and view which users submitted the form straight from your mobile app.

How to Manage Forms on the Admin Tab Step by Step:

Navigate to your Admin's tab on the mobile app which is located in the bottom right corner of your screen.

Choose the Forms asset from the Active Assets. Here, you will be able to view all the forms you manage. Easily search for a specific form using the search bar at the top of the screen

After choosing a specific form, you can edit the date range by either manually choosing a specific range at the top of the screen

or, you can choose a set range by clicking the clock icon at the top right corner of the screen, and choosing the relevant range.

At the top of the form screen, you will be able to see the entries summary based on the filters you applied.

To easily view who submitted/ didn't submit the form simply click on the percent number in the circle.

You can search for a specific entry by using the search bar

You can further filter the form entries by clicking the filter option by the search bar (Here you will have the option to filter according to any manager fields you have set for this specific form)

Not familiar with our manager fields? Check out our How to add Manager Fields to a Form Article

Easily remove any filters by clicking the filter option and choosing clear filters

You can view a specific entry by clicking the entry itself. Easily download any entry by clicking the three dots at the top right corner of the screen and choosing Download PDF.

You can also view the entry status by clicking on view entry status

Pro tip: In the entry status you can see which manager fields your users can view. If the field has a blue eye at the top right corner it means the field is visible to them, if the eye is grayed out it is not visible to them.

Leave a comment by clicking on comments (You can also add an Image/ File/ Location by clicking the paper clip icon to the right of the comment box).

Need more guidance? 🙋 Our LIVE support team (at the bottom right corner of your screen) replies in under 5 mins to ANY question.

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