Available On: Lite, Starter, Professional and Business Plus
How to Edit the Request Form for your In-App Users:
Navigate to the Requests Tab
Click on Edit Request Form
Evaluate your Request Checklist
Click on Add Task for custom task/form items on your request form.
You can add a Task, Number Form Item, Task Form Item, Checklist Form Item, Multiple Choice Form.
Enter your Form Question (and answers if you selected Multiple Choice).
Check off Required if you’d like to make it a requirement to answer
Set the default Request Items
Allow your users to set Asset, Location, Worker Assigned, Due Date, Category, and Team.
Toggle each permission to be Option, Hidden, or Required.
Finally, click Save
Editing Your Request Form - Public Request Portal
Beginning with our Professional Plan, you will gain access to your Company Request Portal.
Navigate to the Request Portal Tab
Click on Edit Public Request Form Items
Click on Add Task for custom task/form items on your request form.
Toggle each default permission to be Optional, Hidden, or Required.
Finally, click Save
TIP: You can also put your Companies Logo on the Request Portal! Learn more here!