How to Create a New Form
Navigate to your manager dashboard. Click on the Forms tab in the menu on the left.
Click Create a New Form.
Options, options! From the right side of your screen, choose one of the following 3 ways to build a form:
- Choose a template from the list of pre-made templates.
- Click Start from Scratch for a blank slate.
- Click Copy Existing Form to model your new form from one you created previously.
Enter a name for the form into the Form Name field. *If you copied an existing form, the Form Name field will already be populated, but feel free to change it!
Click Build Form.
UP NEXT: Learn about Form Properties.
If you need additional help with forms, schedule a Coaching Call with our amazing Success Team!