Feature list - Forms, tasks, checklists and forms

Learn more about creating workflows, forms, checklists, tasks, and job reports for your employees

Chen Shofar avatar Yuval M avatar Noam Serlin avatar +5
34 articles in this collection
Written by Chen Shofar, Yuval M, Noam Serlin and 5 others
Forms

The power of Forms

Explore the value of Forms and their potential for your business
Yuval M avatar
Written by Yuval M
Updated yesterday

Starting Guide to Forms

What are Forms, why do you need them, and how do you create Forms?
Nathanel Creson avatar
Written by Nathanel Creson
Updated yesterday

Where can I find the Form entries?

Check your employee's entries using show entries
Chen Shofar avatar
Written by Chen Shofar
Updated yesterday

Can I export Form entries?

Improve compliance and receive instant emails every time an employee completes a Form
Chen Shofar avatar
Written by Chen Shofar
Updated yesterday

How do I create a checklist?

Create a checklist with our Form feature
Chen Shofar avatar
Written by Chen Shofar
Updated yesterday

Send automatic reports of Form entries to any email address

Send periodic reports of entries to email addresses of your choice based on specific filters and take process automation to the next level
Chen Shofar avatar
Written by Chen Shofar
Updated yesterday

Import Dropdown List

How to import a dropdown list with just a few clicks
Nathanel Creson avatar
Written by Nathanel Creson
Updated yesterday

Deleting Form submissions

Organize your employee submissions
Chen Shofar avatar
Written by Chen Shofar
Updated yesterday

Form Share Options

How to share Form entries with anyone
Nathanel Creson avatar
Written by Nathanel Creson
Updated yesterday

How to add Manager Fields to a Form

Create an approval or internal ticketing system for your company
Chen Shofar avatar
Written by Chen Shofar
Updated yesterday

Bulk Form Actions

Downloading & deleting multiple Form entries in a single click
Noam Serlin avatar
Written by Noam Serlin
Updated yesterday

How to set up an automatic Form reminder

Automatic push notifications that remind employees to complete a Form
Chen Shofar avatar
Written by Chen Shofar
Updated yesterday

Edit Form entries

Amend mistakes and change your employee's answers
Chen Shofar avatar
Written by Chen Shofar
Updated yesterday

Can employees send Form entries to managers or customers?

Add multiple entries recipients
Chen Shofar avatar
Written by Chen Shofar
Updated yesterday

How to limit the number of Form entries

Limit total number of entries, number of entries per user and date
Chen Shofar avatar
Written by Chen Shofar
Updated yesterday

Form Information Flow Automation

Distribute Forms entries to relevant stakeholders automatically in real-time
Yuval M avatar
Written by Yuval M
Updated yesterday

Form types: Read and Sign

Use Forms for compliance purposes
Yuval M avatar
Written by Yuval M
Updated yesterday

Form types: Reporting Forms

For accurate and timely reporting and improved response time.
Nathanel Creson avatar
Written by Nathanel Creson
Updated yesterday
Task Management

The Value of Quick Tasks

Familiarize yourself with our Task Management feature, a true powerhouse in managing your daily tasks with ease.
Alon Boneh avatar
Written by Alon Boneh
Updated over a week ago

Quick Tasks - Past due tasks

Get a quick visual on tasks that were not performed on time, making sure nothing falls between the cracks
Chen Golan avatar
Written by Chen Golan
Updated this week

Quick Tasks: Getting Started

First steps to get you started using Quick Tasks (4 min read)
Shahaf Fontyn avatar
Written by Shahaf Fontyn
Updated over a week ago

Quick Tasks Mobile Permissions

Decide which users and admins should be able to create tasks through the mobile app - 3 min read
Nathanel Creson avatar
Written by Nathanel Creson
Updated over a week ago

How to use the tasks feature on the mobile app as a user

3 min read
Matan Rafic avatar
Written by Matan Rafic
Updated over a week ago

Create Single and Multiple tasks

Creating and assigning tasks has never been easier - 2 min read
Nathanel Creson avatar
Written by Nathanel Creson
Updated over a week ago

Creating and managing tasks from the admin dashboard

Learn how to create tasks from your admin dashboard and mobile app
Shahaf Fontyn avatar
Written by Shahaf Fontyn
Updated over a week ago

Tasks Mobile App User-Interface & Shortcuts

Learn how to navigate and oversee tasks on your mobile app
Alon Boneh avatar
Written by Alon Boneh
Updated over a week ago

The difference between "created by me" and "my tasks"

Learn how to differentiate between tasks that you've created for others and tasks that others have created for you
Matan Rafic avatar
Written by Matan Rafic
Updated over a week ago

Quick Tasks: Notifications

When do we get notification related to our tasks and how can we control them. 5-min. Read
Shahaf Fontyn avatar
Written by Shahaf Fontyn
Updated over a week ago

Quick Tasks: Reminders

Send out additional reminders to assignees to complete the task. 3-min. Read.
Shahaf Fontyn avatar
Written by Shahaf Fontyn
Updated over a week ago

Tasks dashboard viewing capabilities

Learn how to manage your day to day tasks- 3-min. Read
Noam Serlin avatar
Written by Noam Serlin
Updated over a week ago

Task description and comments board

Add all the necessary details to a task and allow users to easily collaborate and engage around it
Chen Shofar avatar
Written by Chen Shofar
Updated over a week ago

Quick Tasks - Tags

Use tags to organize, sort and filter tasks related to different projects, departments, locations and more
Shahaf Fontyn avatar
Written by Shahaf Fontyn
Updated over a week ago

Quick Tasks Best Practices & Use-Cases

Check out common use-cases and best practices for managing tasks with your team
Alon Boneh avatar
Written by Alon Boneh
Updated over a week ago