How to Collaborate, Build, & Submit Your Forms at Once?
A collaborative form is a special type of form that lets multiple people fill it out together at the same time. This means different people can add their information or answers to the form all at once, instead of one person filling it out alone.
It’s like working on a group project where everyone can add their part, making the process faster and more accurate.
Benefits of Collaborative Forms
1. Faster Work: Multiple people can fill out different parts of the form at the same time, which speeds up the process.
2. More Accurate: Each person can add their own expertise, reducing mistakes and improving the quality of the data.
3. Better Decisions: With input from various people, the data collected helps make more informed decisions.
4. Time-Saving: Working together means less time spent completing and reviewing forms.
Ideal Use Cases for Collaborative Forms
1. Team Projects: Great for projects where team members need to add their own expertise to different sections.
2. Surveys and Feedback: Useful for collecting feedback from multiple people to get a complete picture.
3. Event Planning: Helps coordinate event details with team members responsible for different tasks like logistics, catering, and invitations.
4. Client Onboarding: Makes the onboarding process easier by allowing different departments (like sales and support) to fill in their parts.
5. Performance Reviews: Allows multiple managers or peers to provide feedback on an employee’s performance for a more rounded review.
How to set up the collaborative form in Formester?
Below are the steps you can follow to effortlessly setup the collaborative form feature in Formester.
Step 1: Log in to Formester
Log in to your Formester account. If you don't have an account yet, Sign up here.
Step 2: Create a New Form
Click on the "Create New Form" button. Choose a template or start from scratch.
Step 3: Enable Collaboration
In the “Publish” section, select "Collaborative form" and click “Add Link” to generate a sharable link for collaboration.
Step 4: Share & Collaborate
Share the link you have generated with your team and start collaborating on your form!
Best Practices for Collaborative Forms
1. Clear Instructions: Provide clear instructions on what information is needed and who should fill out each part of the form.
2. Assign Roles: Assign specific sections to team members based on their expertise to ensure the form is filled out efficiently.
3. Regular Updates: Keep the form updated with the latest information to avoid confusion and ensure accuracy.
4. Review Before Submission: Have a final review process to check for any errors or missing information before submitting the form.
5. Use Comment Features: Utilize comment sections to communicate any uncertainties or questions within the form, ensuring clarity and thoroughness.
Common Challenges and Solutions
1. Overlapping Entries: Assign specific sections to each collaborator to prevent multiple people from working on the same part simultaneously.
2. Miscommunication: Use built-in communication tools or external messaging apps to discuss any uncertainties or updates regarding the form.
3. Data Accuracy: Implement a final review process where one team member checks for errors and ensures all information is accurate before submission.
4. Technical Issues: Ensure all team members are familiar with the form-building platform and provide training if necessary.
5. Low Participation: Clearly communicate the importance of each team member’s contribution and follow up to ensure timely participation.
Summary
By using the collaboration feature for form building and submissions, you can transform the way you collect and manage data. By allowing multiple users to fill out the form simultaneously, you can speed up the process and improve accuracy.
Follow our easy steps to set up a collaborative form today and experience the benefits of teamwork in data collection. Sign up to Formester and collaborate today—it’s Free!
