Forms allow Admins to collect aggregate data on the participants of their engagements.

If you don't already have forms created in your account, you can create your own in these 7 steps:

  1. Log into the app at
  2. Click on Resources.
  3. Click on Add Resources
  4. Click on Create Form.
  5. Add a Text Question, Single Choice, Multiple Choice, and/or a Drop down Question.
  6. Admins can optionally set the privacy of the form by clicking on the Lock Icon at the top of the form.
  7. When an Admin is ready to use a form in an engagement, they can add recipients to forms from within the company or add anyone by email.

After creating a form, you can then send the form to the appropriate coachee or stakeholder from the coaching engagement:

Here are 7 steps to send a form:

  1. Log into the app at
  2. Click on Engagements.
  3. Select an Engagement or create a new one.
  4. Select a form from Resources or Click Add Item.
  5. Select Form from the list and your new form will be added to the program.
  6. Name the form and add a description, then select a recipient to receive the form.
  7. When ready select the airplane icon to send the form. 

The coachee or stakeholder can then fill out the form and send it back to the admin in these 5 steps:

  1. Log into the app at 
  2. Select your desired engagement.
  3. If your coach or admin have sent the form to you it can be answered by clicking on it from inside the engagement program > and then select the form. 
  4. Click Respond.
  5. Click Send.

Please Note: Recipients of the form will be notified by email and can fill out the form directly from the email.

The Admin or Coach can then download the form results.  You can download the results from 3 different places on the app: 

  1. Engagements tab
  2. Resources tab
  3. Reports tab

To learn how to download form results in more detail please refer to this article.

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