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Video on How to Create a Form from Scratch

When is this helpful?

When you need to create a form/checklist using your own questions and response type.

Step 1: Log in to the admin portal: on a Desktop. Under ‘Setup’, select ‘Forms/Checklist, from the left menu bar.

Video on "How to Create a Form from Scratch

Step 2: Click on Create New

Step 3: Select Start From Scratch

Step 3: Select the company you want the new checklist to go under and name the template for the checklist.

Step 4: Choose a title for the Section and a title for the Group

Step 5: Start creating your questions and choose the response type by dragging and dropping your choice from the left-hand side

Step 6: Customize your answers and scoring on the right-hand side

Step 7: Once you are satisfied with your results click Save

*Below is a screenshot of the end result of a configured checklist.

Step 8: To view the newly created Form/Checklist you must Import the Data into the app from a mobile device.

Related articles:

How to Create, Move and Clone Questions

How to Create a Question

Choose, Customize, or Create Audit Template

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