Complete a checklist in Form View

Form View puts answer fields together on one screen. Use it for inspections, intake lists, and other checklists where you record information instead of simply checking off steps. A real estate listing checklist, for instance, can keep property and contact details together in one form.

Fill in the form

Scroll through the tasks and enter or select each Answer. Fields may ask for text, numbers, contact details, dates, choices, people, files, or signatures. Read the task's Instructions and Answer description for guidance. Parent tasks group related steps; their Answer fields cannot be edited.

Required Answers are marked with *. Enter a valid Answer to complete the task; clearing it reopens the task. Optional Answers have a checkbox, so you can mark the task complete or reopen it with or without an Answer.

Finish editing a text Answer to save it. Choosing an option, person, date, or time saves that selection. If an entry is invalid, correct it before saving. There is no separate button to submit the whole form.

Signature and drawing fields may temporarily stop the page from scrolling so your gesture stays inside the field.

Task images and icons

Tasks can include compact instructional image previews. Swipe horizontally for more images, or tap a preview to see the full image. Use Close to return to your answers. On Android, you can also use Back.

When no image is available, the task’s configured icon or emoji appears beside its name.

Instructions, Comments, and Issues

Open the checklist's Instructions above the tasks for guidance on the whole checklist. Each task can also have its own Instructions.

Use Comments to add your own notes, then select Save comments.

If Issue reporting is enabled, select Report issue to describe a problem. Add a title and any useful details or files, then submit it. Submitted reports stay with the task as a read-only history. When you have access to the linked follow-up task, you can open it and check its status.

Photos, files, and signatures

Use Add photo or file to attach your own photos or documents. These are separate from images and files provided with the instructions. Adding an attachment does not fill in a required File or Signature Answer; complete that field too.

Uploading files requires an internet connection. If an upload or save fails, retry before leaving the checklist. Allow camera access when prompted if you want to take a photo.

Save before leaving

You can save Answers, task completion, Comments, and Issues while offline. Pending sync means your changes are saved on this device and still need to sync. Open Cloud Sync to check their status.

Finish editing and save before switching views, leaving the checklist, or closing the app. Unsaved Answers, Comments, Issue drafts, and signature drawings may be lost. Uploading new files still requires an internet connection.

Use the header controls

Use the view switcher to open another available view of the same checklist. The checklist menu contains the actions available in Form and Play views, such as opening the original template or deleting the checklist.

Related help

• Checklist Views
• Play View