Multi-Step Forms

Dashboards give team members a quick way to update tasks, projects, issues or other items they are assigned to from one place. Project Insight takes personalization to a new level by giving the user display options for each item on the dashboard. Sort tasks by date, add and eliminate columns on reports, or only show this week's work. It's up to you.

Multi-Step Forms Example
  • Capture project requirements, charters, ideas, stage gates and more using online forms
  • Control editing and changing of steps in the process
  • Report on all information in your forms
  • Print to PDF
Data Input Options
Choose from a plethora of data inputs like HTML editors, drop-downs, radial buttons, checkboxes, date pickers and much more!
Add Approvals to Multi-Step Forms
Route multi-part forms to approvers.

Approvals may be required or not, sequential and approvers may be defined in advance on the form.
Apply Visibility Rules to Multi-Step Forms
Apply 'visibility rules' to drive the fields that appear in the form.
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