Resource Center

Forms and Surveys

  • How do I create a form?

    The Create New Form feature appears in the top portion of the Form & Survey Builder home page (navigate t...

    Sep 19, 2014 09:48AM CDT
  • Export Form To Microsoft Word

    To export a form from Taskstream to Microsoft Word, first, access the appropriate program from your Taskstream...

    Jul 28, 2014 01:54PM CDT
  • I copied text from Word and now my form characters exceed limits, what...

    The number of characters in a Taskstream Form refers to both the text entered as well as HTML characters, whic...

    Sep 19, 2014 10:51AM CDT
  • How Do I Edit an Existing Form?

    Open an Existing Form On the Form & Survey Builder home page, your existing forms are listed below the Cre...

    Jul 28, 2014 01:55PM CDT
  • How Do I Import Elements from an Existing Form?

    As well as adding form elements from scratch, you can build your form by importing elements from otherforms. A...

    Jul 14, 2014 01:38PM CDT
  • About Survey Management

    Accessed from the TS Coordinator main menu, Survey Management tools enable TS Coordinators to create and edit ...

    Jul 14, 2014 01:42PM CDT
  • Add a Form Element

    Taskstream forms are made of a series of elements that prompt respondents to answer questions or supply inform...

    Jul 14, 2014 01:43PM CDT
  • About the Form & Survey Builder

    The Form & Survey Builder enables you to create and share custom forms that can be: Added to requirements...

    Jul 14, 2014 01:45PM CDT
  • How do I share a Survey URL (Public URL)?

    In addition to using the survey email invitation feature to reach out to specific individuals, you can share y...

    Jul 31, 2014 09:49AM CDT
  • Launch Survey

    Launch Survey The Launch page completes the survey launch process. When you choose to launch a survey: Th...

    Jul 31, 2014 09:47AM CDT

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