Forms & Checklist Overview

Getting Started

Navigate to Forms from the main menu.
You’ll land on the Forms List, showing all active form templates.
Use the Active / Archived / All filter to switch views.
Use the Search bar to quickly find a form by name.
Toggle Show Groups to organise forms into named groups.
The table columns (Name, Created, Last Edited) are sortable — click any header to sort.

Select a guide below for step-by-step instructions:

How to Create a Form — set up a new form with triggers, notifications, and approvals.
How to Add Fields to a Form — add text, number, date, dropdown, photo, signature, and other field types.
How to Manage Forms — edit, duplicate, archive, and unarchive existing forms.
How to Use Form Groups — organise forms into named categories.
How to View and Manage Submissions — review, approve, and export form responses.
Forms Permissions — understand what permissions are needed to use Forms.

Forms lets administrators build custom data-capture templates that employees fill out — typically at clock-in or clock-out. You can collect information, require approvals, send notifications, and export responses for review.