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. Click on Forms in the header.
  2. Click the Add button .
  3. In the Select Type field, choose the type of form you want to add to the project.
  4. 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).
  5. Click Create.
The form appears and you can complete the information as needed.