The Forms section is where managers create, assign, monitor, and manage all checklists, surveys, forms, and tasks across their team. Everything lives in one place so you can track who has completed what and follow up where needed.
Getting There
Click the Forms icon in the left navigation (clipboard icon). This opens the Forms overview page.
The Forms Overview Page
At the top of the page you'll see two stats panels, both filterable by time range (Last 7 days, Last 2 weeks, Last month):
Left stats panel — A donut chart showing a breakdown of form activity by form name. Use the arrows to page through all active forms.
Right stats panel — Four tiles showing totals: Assigned, Started, Complete, and Past Due across the selected time window.
Below the stats, a filter bar lets you narrow the list by type: All, Checklists, Surveys, or Forms.
The main table shows each form with these columns: Form Name (with its type shown below), Role, Assigned To (employee avatars), Completed, Incomplete, and Date created.
Actions on Each Form Row
Hover over any form row to reveal three action icons on the right:
Assign icon — Quickly assign the form to an employee
Pencil icon — Open the form builder to edit questions and settings
Trash icon — Delete the form permanently
Viewing Form Assignment Details
Click on any form name in the list to open its detail view. This shows everyone the form has been assigned to, with summary tiles at the top (Submitted %, Not Submitted, In Progress) and a full table of individual assignments below. From here you can filter by Complete or Incomplete, adjust the date range, and use the Assign Form button in the top right to send it to more people.
💡 The Forms overview only shows forms that have been assigned at least once. Forms you've created but never assigned won't appear until they have an active assignment.
Mobile — Manager View
Managers can also view and manage forms from the mobile app. Go to More → Forms & Learning → Forms. The mobile view shows a Team Forms tab (all forms across the team) and a My Forms tab (forms assigned specifically to you). The same stats panel appears at the top with Assigned, Started, Complete, and Past Due counts.
What to Read Next
Need help? Click Book a Call in the top right of the app to talk with the Teamsly team.