Create a Project Form

Project forms can be used to create Toolbox Talks, Job Hazard Analysis (JHAs), Equipment Inspections, and more.

Create a Form using Templates

1) Go to the Projects tab, select your project, then click on "Forms". Click the orange button "+ New Form".

2) To get started by using a template, choose from the available list of templates in the dropdown at the top of the page.

3) Once you have chosen a template, you can rename it by adjusting the title. We recommend reviewing each of the sections to ensure the template gathers all the information required.

4) Each section will have a number of questions nested underneath it. We recommend editing the section title and description so next steps are clear for the worker completing the form. You can also adjust the "Section Type", however this will change the question format.

5) Question types are greyed out because once they are selected, they are locked in. If a question is not the type you require, you can delete the existing question by clicking the garbage can icon, then click "+ Add Question" in that section. You can edit an existing question's text and answer format.

6) Click "Save Changes" as you make edits. You can click "Preview Form" to test the form (it won't be an official submission).

7) When your form is complete, toggle "Published" on.

Create a Form Manually

1) Go to the Projects tab, select your project, then click on "Forms". Click the orange button "+ New Form".

2) Update the form title, then add a Document ID, Revision, Description, and applicable notes. Here is how each of these fields will appear at the top of the page:

3) Add a section. There are three section types: Form, List, and Table.

Form - Question and answer in a vertical format.
List - A group of questions that can be asked per list item. (Ex. a list of equipment, three questions to be asked per piece of equipment.)
Table - Answers to be provided in each configured column.

4) Add a question to the section. You will first select a question type, then type in your question. There are 15 question types:

Content
Yes/No
Text
Number
Date/Time
Image
File Upload
File Content Download
Form Submission
Signature
Custom Selection (multiple choice)
Select Employee
Select Project
Select Contractor
Select Contractor Worker

5) Each question has the option for Advanced Settings. To see these settings, select "Show Advanced". You can then decide if the question is required, add additional context, add character min/max, or supply default answer text.

You can also select "Add Action" to customize your form's workflow.

6) Be sure to preview your form as you go, then toggle on "Published" when it is complete. You can continue to edit a form after it is published.