Fields that are in red are required and must be completed before the form is submitted. Click on "Open form" to fill out the form, or "edit" to edit the form." The forms available in your space will be shown in the tab.If you don't see the tab, click on the ellipses (three dots) next to the Completed tab, then click on the box next to "Forms." Results and edits are available in the web app. To delete the form, click on the "Archive" button next to the "Edit form" heading.įorms can be filled out either in the Workast web app or in Slack.To unpublish the form, click on the "Live" button and change it to "Draft.".Once you are done and have everything saved, click on the left arrow next to "Edit Form" to return to the main tab.When you are ready to publish your form, click on the "Draft" button and change it to "Live.".To edit or navigate between various questions, just click on them in the Preview column.To delete a question, click on "Remove question.".To change the order of a question in your form, select the "Move up" or "Move down" buttons.Hit "Save" and then repeat for additional questions.If the question is a required question, check the box labeled "Required." Fill in the fields on the right-hand side as needed.Add your first question/field by clicking on the arrow and selecting the question type and then clicking "Add question.".To add a defined due date, click on the arrow under "Deadline" and select from the defined options how soon after the form is submitted that you'd like the task to be due.Please note that users must be a member of the space to appear. Repeat for multiple assignees if desired. To add an assignee, click on the text field under "Assign to" and type the username of the desired assignee.This will allow the form submissions to automatically be assigned to specific users and/or have a set due date set upon submission. Add default task options under the "Customize the task" heading if desired.If you want the form to be public so that anyone with the form link can access it, change the setting to "Public" by clicking on the arrow next to your team name. By default, only members of your Workast team will be able to access the form. Name your form and add a description if desired.Click on the Forms tab, then click the "Create" button.
Click on the Forms tab to begin.įorms can only be created in Workast web app. You are now ready to use Forms in your space.Click on the box next to the "Forms" to add it to your space.Click on the ellipses (three dots) next to the calendar to bring up the tab menu.You will need to add Forms separately to each space. Open the space where you'd like to add the extension.From help desk tickets to IT requests to time-off requests, internal communication can be made even easier with forms. Creating forms for your team allows users to quickly and easily provide information, and have it collected in a single location.
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