Start from: The Daily Schedule.
Locate a form
- Select
> 
to open the Forms page from the main menu. - Select Filter
and choose an option to filter the forms. - Select Search
to search the forms with specified text. - Select the required Folder from the Folders list.
- Select the required Form from the Forms list.
Fill out a form
- Select
to open the menu. - Select Start New
and select a task to create a new instance. - Answer the questions in the task.
You can add supporting information to each question when answering it.
- Select
to add a comment in the Write here field, then select 
to save it in the Task Feed. - Select
and choose a file to upload and select 
to save it to the Task Feed. - Select
to take a photo and save it to the Task Feed. - Select
to view further task details including Description, Attachments, Answer History and Change Log. - Select
to add an action. Fill in the fields and select Save to record actions associated with this task in the Meeting agenda.
Note: depending on the task settings, this option may not be available.
- Select Complete once you have answered all questions and any uploaded materials have been attached, the task will close automatically and return you to the Form screen.
Complete a form
Comments and changes to the form will update the Task Feed immediately. When Complete has been selected, the form will be registered as complete on the system.
