Overview
Baton's Forms feature enables you to create, share, and gather data from your internal team or customers. These forms serve various purposes:
Collecting kickoff documentation(s) from your team
Collecting key project data points & information from stakeholders
Collecting specifying asset requirements from customers
Collecting customer feedback post-project completion
Workspace Forms Hub
All workspace forms can be accessed via Baton's global navigation.
Default Form Templates
Building a Form
Adding Forms to Templates & Projects
You have the option to add any workspace form to either a template or a project.
Templates
Projects
Submitting a Form
Forms can be submitted by any internal vendor users or external client users who are part of a project.
Internal Vendor Users
External Customer Users