--- title: "Complete a Mobile Form" slug: "complete-a-mobile-form" description: "Complete a form in R365 mobile: select a template, fill out required fields, and submit. Task Management Operations add-on required." updated: 2026-02-19T20:27:32Z published: 2026-02-19T20:27:32Z canonical: "docs.restaurant365.com/complete-a-mobile-form" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt > Use this file to discover all available pages before exploring further. # Complete a Mobile Form Forms can either be completed as part of a [guide task](/doc/docs/mobile-guide-tasks) or on an as-needed basis. When completing a form from a guide task, users must follow instructions from the [My Tasks](/doc/docs/mobile-tasks) page. When completing an unscheduled form, the form can be opened from the forms page. > [!NOTE] > The Forms feature is part of Task Management, which is an **add-on** to Operations. Contact your Sales Representative to learn how the Task Management add-on can enhance your R365 experience. --- ## Open a New Form ### From a Guide Task To open a new form from a [guide task](/doc/docs/mobile-guide-tasks), users can click the **Guide Me** button in the task. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-SDT0203B.png?sv=2026-02-06&spr=https&st=2026-11-13T00%3A56%3A34Z&se=2026-11-13T01%3A56%3A34Z&sr=c&sp=r&sig=Y%2FXijw1Je44yqA1K9rVyX2Gnbus%2FT7r99AwIs6rGBB4%3D) ### From the Forms Page 1. Select **More** from the bottom tab bar. 2. Under Task manager, select **Forms.** 3. Tap the **+ Form** button. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-9LQEGAJE.png?sv=2026-02-06&spr=https&st=2026-11-13T00%3A56%3A34Z&se=2026-11-13T01%3A56%3A34Z&sr=c&sp=r&sig=Y%2FXijw1Je44yqA1K9rVyX2Gnbus%2FT7r99AwIs6rGBB4%3D) --- ## Complete a Mobile Form - General Info Form completion begins with general info. Here users select the template, location, name, and date for the form. To complete the general info for a mobile form, follow these steps: *Click steps to expand for additional information and images.* ****1)** Click **Select template** to open the list of available templates.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-ER708D0Q.png?sv=2026-02-06&spr=https&st=2026-11-13T00%3A56%3A34Z&se=2026-11-13T01%3A56%3A34Z&sr=c&sp=r&sig=Y%2FXijw1Je44yqA1K9rVyX2Gnbus%2FT7r99AwIs6rGBB4%3D) ****2)** Click **Use** next to the desired template.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-T2TD6ZP5.png?sv=2026-02-06&spr=https&st=2026-11-13T00%3A56%3A34Z&se=2026-11-13T01%3A56%3A34Z&sr=c&sp=r&sig=Y%2FXijw1Je44yqA1K9rVyX2Gnbus%2FT7r99AwIs6rGBB4%3D) > [!NOTE] > To view the template before making a selection, click into the row instead of clicking **use**. ****3)** Click **Select location** to select the location for the form.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-ZWMQ76DZ.png?sv=2026-02-06&spr=https&st=2026-11-13T00%3A56%3A34Z&se=2026-11-13T01%3A56%3A34Z&sr=c&sp=r&sig=Y%2FXijw1Je44yqA1K9rVyX2Gnbus%2FT7r99AwIs6rGBB4%3D) ****4)** Select the desired **location** then tap **Done**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-M8LGCFCY.png?sv=2026-02-06&spr=https&st=2026-11-13T00%3A56%3A34Z&se=2026-11-13T01%3A56%3A34Z&sr=c&sp=r&sig=Y%2FXijw1Je44yqA1K9rVyX2Gnbus%2FT7r99AwIs6rGBB4%3D) ****5)** Click into the **form name** to **edit** it. (*Optional*)** > [!NOTE] > The form name is auto generated using the form template name with a unique number added. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-XN17D5SQ.png?sv=2026-02-06&spr=https&st=2026-11-13T00%3A56%3A34Z&se=2026-11-13T01%3A56%3A34Z&sr=c&sp=r&sig=Y%2FXijw1Je44yqA1K9rVyX2Gnbus%2FT7r99AwIs6rGBB4%3D) ****6)** Click **date** to edit the form date. (*Optional*)** > [!NOTE] > The form will default to the current date, but users can edit this date as needed. When selected, a date selector will open where users can choose their desired date for the form. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-WUY4KS5B.png?sv=2026-02-06&spr=https&st=2026-11-13T00%3A56%3A34Z&se=2026-11-13T01%3A56%3A34Z&sr=c&sp=r&sig=Y%2FXijw1Je44yqA1K9rVyX2Gnbus%2FT7r99AwIs6rGBB4%3D) ****7)** Click **Start new form** to move forward to fill out the form.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-ZJXMZU5B.png?sv=2026-02-06&spr=https&st=2026-11-13T00%3A56%3A34Z&se=2026-11-13T01%3A56%3A34Z&sr=c&sp=r&sig=Y%2FXijw1Je44yqA1K9rVyX2Gnbus%2FT7r99AwIs6rGBB4%3D) --- ## Complete a Mobile Form - Form When the general information section is completed, users can begin completing the form. ****1)** Complete **form components.**** Form requirements will vary dependent on the [form components](/doc/docs/forms). Users may be required to complete any of the following: | Checkbox | Requires users to check a checkbox. | | --- | --- | | Yes/No | Requires a selection of either Yes or No options. | | Short Text | Requires a short typed answer. | | Long Text | Requires a longer-form typed answer. | | Single Select | Requires the selection of one option from the available list. | | Multi Select | Requires the selection of one or multiple options from the available list. | | Dollars | Requires a number that represents a dollar amount. | | Number | Requires a number. | | Percentage | Requires a number that represents a percentage. | | Temperature | Requires a number that represents a temperature. | | Date | Requires the selection of a single date. | | Date Range | Requires the selection of both a start date and an end date. | | Date & Time | Requires the selection of a date and a time. Both AM and PM times are available in 15 minute intervals. | Once components are completed, the form will autosave and provide a user and time stamp of who and when the form was completed. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-VUMTZYHA.png?sv=2026-02-06&spr=https&st=2026-11-13T00%3A56%3A34Z&se=2026-11-13T01%3A56%3A34Z&sr=c&sp=r&sig=Y%2FXijw1Je44yqA1K9rVyX2Gnbus%2FT7r99AwIs6rGBB4%3D) ****2)** To **close** out the form **without submitting**, tap the **back button.** The form will save to the In progress tab of forms.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-B5MENU59.png?sv=2026-02-06&spr=https&st=2026-11-13T00%3A56%3A34Z&se=2026-11-13T01%3A56%3A34Z&sr=c&sp=r&sig=Y%2FXijw1Je44yqA1K9rVyX2Gnbus%2FT7r99AwIs6rGBB4%3D) ****3)** To **submit** a form, click **submit.** The form will be saved to the Submitted tab of forms.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-83MFUI4F.png?sv=2026-02-06&spr=https&st=2026-11-13T00%3A56%3A34Z&se=2026-11-13T01%3A56%3A34Z&sr=c&sp=r&sig=Y%2FXijw1Je44yqA1K9rVyX2Gnbus%2FT7r99AwIs6rGBB4%3D)