How to Manage Forms from the Admin Tab

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.

Screenshot the admin's tab on Connecteam's mobile app

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

Screenshot the forms asset on Connecteam's mobile app under the assets page, and the search bar inside the forms feature

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

gif of an admin filtering by dates on the form entries on Connecteam's mobile app

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.

screenshot of an admin filtering by dates on the form entries on Connecteam's mobile app

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

screenshot of the entries summary on the form feature on Connecteam's mobile app

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

gif of an admin checking what users have submitted a form on Connecteam's mobile app

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

screenshot of an the search bar on the form entries page on Connecteam's mobile app

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

screenshot of the filter button on the form entries page on Connecteam's mobile app

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

screenshot of an the search bar on the form entries page on Connecteam's mobile app - 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.

screenshot of an downloading a form entry to PDF on Connecteam's mobile app

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

screenshot of the view entry status button on Connecteam's mobile app

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.

screenshot of editing manager fields of an entry on Connecteam's mobile app

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).

screenshot of the comments of a form entry on Connecteam's mobile app

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