Forms

Forms is a feature that allows users to create and customize checklists that can then be used inside Guides. Forms is part of the Task Management add-on. Users must purchase Task Management to have access to Forms. With forms, users can ...

This article is part of Task Management Forms and covers creating a form template. Form templates must be created in order for any forms to be completed. Only users with the appropriate permissions can create and edit form templates. The Forms pe...

This article is part of Task Management Forms and covers how to complete and submit a form.  Forms can either be completed as part of a guide task or on an as-needed basis. When completing a form from a guide task, users must follow instructio...

This article is part of Forms and covers form actions. Users can export, email, print, and delete existing forms, if needed. These actions can be completed from the form action menu. This menu is opened by clicking the context menu icon in the ...