Select a form for the review

Before you can create a review, create the form that you want to send out as part of that review. Learn more about how to create forms.﻿
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To select a form to use in the review:
From the left sidebar, select Performance.
Select your review by selecting the name of the review in the list.
From the Forms tab, select Add form.
Select the form to be used in the review from the dropdown list.
Any form can be selected, but the setting of the form will determine who the form can be sent to
Choose an option for Does the form have a Due Date?
No deadline
Soft deadline → The form will display a due date.
Hard deadline →  The form will display a due date and the tasks will automatically expire at the due time, will be removed from the home page and can no longer be completed.
Select a Date & Time that the form is due at. This time is aligned to your account’s time zone.
Choose an option for Can the form be skipped?
No → Form is required and all review participants must complete it (Recommended for most Reviews uses)
Yes → The form is optional and the person has the choice to either complete the form or skip it. 
Select Next to continue.
Example of tasks with due dates
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Updated 19 Jan 2024

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Adding forms to a review

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