Add a Form to a Project

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.

  1. Select the menu icon in the upper left corner, then choose Forms.
  2. Select the Forms tab if it is not displayed.
  3. Select Add New Form.
  4. 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.
  5. 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).
  6. Select Create.
The form appears and you can complete the information as needed.