Where can admin find Form Builder feature?

The admin can find the Form Builder feature in the Tasks & Checklists module. 

The greytHR's Tasks and Checklists module is a simple and efficient tool to identify, streamline and automate various organizational processes.

To view the Form Builder option, the admin must perform the following actions:

1. From the greytHR Admin portal, navigate to Settings Icon > System Settings > Checklist > Checklist Dashboard. The Checklist Dashboard page opens.
2. On the left side of the page, there is a list of all the checklists. Select a checklist or search for one using the search box.
3. Expand the Task Templates card.
4. Click Add new task template. Add Task Template pop-up appears.
5. Under Add a form option, click Add to add a form. Form Builder pop-up appears. You can now customize and create a form as per your requirements.

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Related Links:

Video: To watch a video on Tasks and Checklists, click here.

FAQs: To read more FAQs about Tasks, click here.

Documentation:  To learn more about the Checklist Dashboard page, click here. 

Product Update: To read about the product update, click here.