The Forms feature lets you create digital reports or checklists that employees can complete directly from their mobile app. Once submitted, you can instantly view their entries — it's that simple!
Want to help your employees stay on track? Use this feature to create checklists that guide them through their tasks, ensuring nothing is overlooked.
To create a checklist using the Forms feature, follow these simple steps:
Log into your admin dashboard as usual
Access the Forms feature from the left sidebar
Click + Add New
Select Start from scratch
Then, Add field and choose the Task field
Now, write the details of the task (title, description, decide if you want it to be required and if you want location stamp capture) and hit Confirm.
Repeat this process until you've finished creating your checklist, then Save it.
You can use any of the other fields as well to build this checklist, as you can see in the example illustrated below.
💡 Tip: Once you finish creating your checklist, learn how to use the Share Options so that each new entry is automatically sent to you!
Did you know? You can link a checklist to other features in the platform, such as a shift in the Job Scheduler, a task on the Quick Tasks feature, and even more!
Take a look at our article on shortcuts to learn how.
Need more guidance? 🙋 Our LIVE support team (at the bottom right corner of your screen) replies to ANY question!