Creating Forms
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      Create a Form for a Simple Project

      Form time to time, simple is best! ⭐ Here's our advice for designing a straightforward project structure ✏️

      On this Page

      We are building an uncomplicated design for storing info 🌈

      A project does not need 10 tabs and 1249540 pieces of data to input! The below form contains only crucial information, allowing the project to be created quickly and understood easily.

       

      We have used a combination of free text fields and restricted options such as date, number and choice fields. So the structure is rigorous enough to ensure it contains the correct data, but open enough to let the user input free form notes or comments. 

      How to build this 🔧

      1. Start with your fields. We used the following:

        • Description- Rich Text

        • Goals- Rich Text
        • Priority- Single Choice
        • Next review date- Date
        • Due Date- Date
        • Percent Done- Number
        • Cost Status- Single Choice
        • Risk Status- Single Choice
        • Schedule Status- Single Choice
        • Overall Status- Single Choice
      2. Decide on a structure for your form. We used 1 tab, split into 3 zones:
        • Key Info
        • Key Dates
        • Updates

      How this could be improved ☝️

      1. Default text 🖋️ Rich text fields like Description can be prepopulated with hints and requirements for the end user to include in their entry. To add default text enter into the relevant stage of the Workflow and Manage Form.
      2. Required fields ❗ Make the most important fields mandatory, so a project cannot be created without crucial data. This too is done in Workflows and Manage Form.
      3. Tables 📋 Specify the details of elements like Goals by creating a Standard Table with multiple comments.

      The steps to success 🏅

      Follow these actions to make a Form like ours:

      1. Configure your fields
        1. Admin panel ⚙️
        2. Fields
        3. Create
        4. Add details
        5. Save
      2. Build your form:
        1. Admin panel ⚙️
        2. Forms
        3. Create
        4. Drag and drop fields onto form builder in desired format
        5. Save
      3. Add Form to Workflow
      4. Done

      Further reading 🌎