You can add a form to a project to record information about the project. You select the form template to use to create the form.
Make sure that you are working in the right project before adding a form. The project is shown under your user name in the upper right-hand corner of the dashboard.
- Select the menu
icon in the upper left corner, then choose Forms. - Select the Forms tab if it is not displayed.
- Select Add New Form.
- In the Select Type field, choose the type of form you want to add to the project.
Once you enter information in the field, other fields become available.
- In the Select a Form Template field, choose the form template that you want to use.
Form template names display in the following format: Form Template Name (Form Template ID) - Form Version. For example, JobForm (10035) - v(2).
- Select Create.
The form appears and you can complete the information as needed.