Forms let you standardize processes across your team — from training attendance and equipment sign-outs to daily checklists and employee surveys. You can build a form from scratch, start from a template, or let AI generate one for you.
Getting There
Go to Forms from the left navigation → click Create Form in the top right corner. To edit an existing form, hover over it in the list and click the pencil icon.
Step 1: Choose a Form Type
First, select the type of form you want to create:
Form — General data collection with flexible field types (signatures, uploads, text, etc.)
Checklist — Step-by-step items employees check off as they go
Survey — Collect structured feedback or responses from employees
You can also click Create form with AI at the bottom to have Teamsly generate the form for you based on a description.
Step 2: Create New or Start with a Template
Choose Create new to build from a blank canvas, or Start with template to browse Teamsly's built-in template library. Templates are a great starting point — you can select one, preview it on the right side, and then customize it fully in the editor.
Step 3: Build Your Questions
In the form builder, the left panel shows your question list and the right panel shows a live mobile preview. Click + Add Question to add a new field. Available field types are:
Text — Free-form text entry (toggle Multiline for longer responses)
Number — Numeric input
Date — Date picker
Yes/No — Two-button response with optional N/A. You can mark a correct answer for scoring.
Single Select — Choose one option from a list. Mark a correct answer for scoring.
Multiple Select — Choose one or more options. Mark correct answers for scoring.
Rating — Star or number rating scale
Checklist — Multiple items that can each be checked off
Task — An actionable to-do item
File Upload — Attach a document
Image Upload — Attach a photo
Signature — Employee draws their signature
Location — Captures GPS coordinates
Description — Instructional text block (not a question)
Header — Section divider to group questions visually
Drag questions up or down to reorder them. Toggle Required on any question to make it mandatory before submission.
📋 To enable scoring on a form, mark correct answers on Yes/No, Single Select, or Multiple Select questions. When an employee submits, their score is calculated automatically as a percentage of correctly answered questions.
Step 4: Configure Form Settings
Click Settings in the top right of the form builder to open the settings panel. Options include:
Form Name — Rename the form at any time
Role — Restrict which role can complete this form
Who can create → Allow employees to create — When checked, employees can self-initiate and submit it without a manager assigning it first
Assign to shifts — The form will automatically be assigned to employees when they clock into that shift type
Reminders → Send reminder on start of shift — Employee receives a notification at shift start
Reminders → Send reminder if user does not complete by [X] hours before end of shift — A follow-up reminder if still outstanding
Delete — Permanently delete the form
⚠️ Deleting a form from Settings removes it permanently. If you just want to stop using it temporarily, remove it from any shift assignments and stop assigning it manually instead.
What to Read Next
Need help? Click Book a Call in the top right of the app to talk with the Teamsly team.