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: 

  1. Choose a template from the list of pre-made templates.

  2. Click Start from Scratch for a blank slate.

  3. 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!

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