Workstream Forms lets you create digital forms your team can fill out right from the Workstream US app.
You can use forms for things like:
Collecting daily checklists
Reporting incidents
Gathering availability or preferences
Submitting manager follow-up notes
Tracking training steps
You decide who needs to fill out the form and who can see their responses, and you can customize the form with questions, instructions, photos, and more.
📌 Forms needs to be turned on for your company, and you need permission to manage forms to create one. If you don't see Form, ask your Super Admin.
Here's how to create a form:
Open the Workstream US app.
Tap More in the bottom tab bar, then tap Form. If Form is pinned to your tab bar, tap it there instead.
Tap the + button to create a new form.
On the Configure Form screen, fill in the form information:
Tap the 😃 smiley to assign an icon.
Enter the form Title.
(Optional) Add a Description.
Tap Select Category to choose a category, or add a new one.
Choose a Form type. This controls who fills it out and who sees the response:
Basic form: Only the team member fills it out.
Manager to worker: Manager fills it out, team member sees response.
Worker to manager: Team member fills it out, manager sees response.
Manager to worker to manager: Manager assigns, team member responds, manager follows up.
Choose a Privacy level:
Public: Visible to anyone working at this location.
Confidential: Only visible to selected workers and management.
Tap Next.
On the Form questions screen, each section matches its type (for example, Section 1, completed by a manager). A manager-to-worker-to-manager form has 3 sections. Inside each section, tap ⊕ Add to add content.
Choose from two content types:
Questions: Pick from different question types (e.g., short text, paragraph, single-select, multiple-select, image upload)
Instructions: Add guidance using text, images, or video links
Tap the Required toggle if a question must be answered.
Drag ═ to reorder items.
Tap the three-dot menu (•••) to duplicate, reorder, or delete items.
Tap Next to move to the next section. On the last section, you can Save the form.
Tap 👁️🗨️ Preview.
Check the form layout and content.
Go back to make changes if needed, or Save to finish.