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.
Here's how to create a form:
Open the Workstream US app.
Go to the Forms page. Your app layout may look different because your organization might have different features enabled. Follow the instructions that match what you see:
If your app uses a sidebar menu
Tap the ≡ menu icon in the upper-left corner.
Select Forms.
If your app has a bottom navigation bar
Go to the Work homepage, then tap Forms.
Tap the ⊕ New Form icon.
Fill in the form details:
Tap the 😃 smiley to assign an icon.
Enter the form title.
(Optional) Add a description.
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.
Worker to manager: Team member fills it out, manager sees response.
Manager to worker: Manager fills it out, team member 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.
Each form section matches its type. For example, 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, multiple choice, date, 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.
Tap 👁️🗨️ Preview.
Check the form layout and content.
Go back to make changes if needed, or Save to finish.