Forms

Forms is a new feature that allows you to create discovery surveys that you can share with your clients to get more information about a project.

This eliminates the need to use Google Forms or other 3rd-party software and allows you to centralize all of your information to a single place that everyone involved in a project can access.

Getting Started

Head over to the Forms tab, and click on the Add New button.

Note: You don’t need to create a project to be able to create a form.

Create a Form

You have the option to choose from five different types of form elements:

• Radio group
• Checkbox
• Dropdown
• Single input
• Comment

We’ve got you covered with everything – it all depends on what information you need. Simply drag the form type to the middle of the screen – it’s that easy!

Add Form Properties

You can set up each form in the menu on the right.

You will then be able to add the form name, description, and properties – such as required, read-only, visible, and so much more.

Preview the Form

You can preview your form to see whether everything works – and make sure that there aren’t any flaws or issues.

Just click on the Preview tab in the top menu and you’ll get a preview of your whole form.

Save the Form

After you’re done, click on the Save Form button – and the form will be created. 

You can now see it in the list of existing forms in the Forms tab.

Share or Edit the Form

If you need to make any additional changes to your forms, just click Edit from the Forms tab.

You can also share the form with others by clicking on the Share button.

Getting Support From Us

Atarim Forms are an amazing way to create discovery surveys that can help you get more information from clients about the project. They eliminate the need for external tools such as Google Forms or other alternatives – you can get everything done directly in Atarim.

If you have any questions or need anything, you can always reach us at support@atarim.io where we are always happy to help!