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Getting Started with Forms

Kristi Faltorusso
Updated

Overview

Baton's Forms feature enables you to create, share, and gather data from your internal team or customers. These forms serve various purposes:

  1. Collecting kickoff documentation(s) from your team

  2. Collecting key project data points & information from stakeholders

  3. Collecting specifying asset requirements from customers

  4. Collecting customer feedback post-project completion

 

Workspace Forms Hub

All workspace forms can be accessed via Baton's global navigation.

 

Default Form Templates

 

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Building a Form

 

 

 

 

 

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Adding Forms to Templates & Projects

You have the option to add any workspace form to either a template or a project.
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Templates

 

 

Projects

 

 

 

 

 

 

 

 

Submitting a Form

Forms can be submitted by any internal vendor users or external client users who are part of a project.
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Internal Vendor Users

 

 

 

External Customer Users

 

 

 

 

 

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