Fill in and send a team form

Need something from another team, like a discount added or a missed clock-in fixed? Send them a team form.

Send a form

1. Open Logs and tap the Team Forms tab. Or tap the + in the header on any page and choose Fill out team form.
2. On Fill in a form, tap the form you need. The panel shows who it Goes to.
3. Answer the questions. The ones marked with a * are required.
4. Tap Send.

You'll see a note saying who it went to, and the form opens under Sent by me. Everyone in those groups gets a bell alert.

Keep track of it

Open Sent by me to see everything you've sent. Each one shows its status (New, Being handled or Done), when you sent it and who has it.

Tap a form to see your answers, who's handling it and any notes. When it's marked done, you get a bell alert and can read what was done.

Add a note

Remembered something, or does the team have a question? Open the form, type in Write a note… under Notes, and tap Send (or press Enter). The person handling it gets an alert. If nobody has picked it up yet, the whole team does.

Related

• What Team Forms is for
• Team Forms questions