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How do I start a form?
How do I start a form?

In this step-by-step guide, we will walk you through the process of starting and completing a form using BuildPass.

Gilad Goldman avatar
Written by Gilad Goldman
Updated this week

Step 1: Accessing the Home Page

To begin, log in to your BuildPass account and navigate to your home page. This is typically the starting point for managing tasks and forms related to your projects.

Step 2: Navigating to Forms

Once you're on the home page, locate the option to access your forms. This is often labeled as "forms" and might be located in the main menu or as a tab on the project dashboard.

Step 3: Starting a Form

In the forms section, you will find a list of available forms for your project. To start a new form, follow these steps:

  1. Click on the "Start forms" button. This action indicates your intent to begin working on a specific forms.

  2. A new window or page will likely appear, presenting you with a list of form options to choose from. These options might include various tasks, milestones, or other project-related items.

  3. Select the form you want to start by clicking on it. This choice depends on the specific tasks you need to complete.

  4. After selecting the form, you might need to click a "Start" or "Begin" button to officially start working on the form.

Step 4: Completing the Forms

With the form now started, you can work through its tasks and items. Here's how to complete the form:

  1. Review the tasks listed in the form one by one. As you complete each task, you can typically mark it as done or provide any necessary information or comments.

  2. Continue working through the form until all tasks are marked as completed or appropriately addressed.

  3. If the form includes input fields, checkboxes, or other interactive elements, make sure to interact with them as needed to reflect the progress of each task.

Step 5: Finalising and Completing the Form

Once you have addressed all the tasks in the form, it's time to officially complete it:

  1. Double-check your work to ensure that you haven't missed any tasks or details.

  2. Locate the "Complete" or "Finish" button, often found at the bottom or top of the form page.

  3. Click the "Complete" button to indicate that you have successfully finished all the tasks in the form.

By following the steps outlined in this guide, you can confidently manage your tasks and ensure that your projects progress smoothly using BuildPass. If you need further assistance, remember that the support team is just a chat away. Happy organising!


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