Difficulty: Intermediate
Difficulty: Beginner

Creating and Using Forms in Coordinate: A Step-by-Step Guide

In today's digital age, efficient collaboration is crucial for successful project execution. One such tool that facilitates seamless collaboration is Coordinate, a project management software that allows users to create and utilize forms. This guide will walk you through the process of creating a form, using it in a project, and viewing your client's responses.

Step 1: Start with a Project Page

Every form creation process begins on the project page. Here, you'll find various tasks that need to be accomplished. For our example, we're focusing on an onboarding form task. This task necessitates certain information from the client, which will be collected via the form we are about to create.

Step 2: Create a Form

In Coordinate, forms are created at the account-wide level. To start, navigate to 'settings' located at the top of your page. In the settings menu, you'll find a section dedicated to forms.

Click on 'Add Form' to begin the process. Since our task requires an onboarding form, let's name it 'Onboarding Form'.

Step 3: Add Fields to the Form

Every form comprises different fields or questions that you need your client to answer. In the onboarding form, you may need to add a couple of fields. These can range from simple text entries ('string') to checkbox queries for binary responses.

Make sure to mark the fields that are mandatory for the client to fill out. For instance, let's make the first question in our form a required one.

Step 4: Add the Form to a Task

Having created the onboarding form, return to the project page. Here, you can add this form to the onboarding task. The option to add the form is located on the right side of the task interface.

You can also add a description or instructions for your client in the task. For example, "Please fill out the below form and let us know if you have any questions."

Step 5: Assign the Task to the Client

With the task set up and the form added, it's time to assign this task to the client. For our example, let's assign the task to a client named Tina.

Step 6: Set a Call to Action

A call to action (CTA) provides a clear direction for the client about what they need to do next. In our case, we want Tina to complete the form. Other CTAs could be attaching files, completing checklists, or simply marking the task as complete.

Step 7: View the Client's Task Page

Once the task is assigned, Tina will be able to see it on her 'My Tasks' page. After refreshing the page, Tina can view the instructions provided, access the form, and complete it by answering all questions.

Step 8: Receive Notification and View Responses

Once Tina completes the form, Coordinate will send a notification via email to inform you. From your task screen, you can view the completed task. Clicking on it will reveal Tina's responses, providing you with the structured data you need.

This step-by-step process for creating and using forms in Coordinate streamlines collaboration and information exchange, making project management more efficient. It enables you to collect structured data from your clients and track their task completion, enhancing your project's organization and execution.