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The Forms page is where you build the forms your team fills out on projects — a safety checklist, a site walkthrough, a sign-off sheet. You design each form once here: its fields, which branches use it, and who gets an email when someone submits it. Your team then picks the form from a project’s Forms tab and fills it in on the job.
Forms is part of Settings, which only Admins can open. If you’re an Admin and don’t see Forms in the Settings sidebar, the form builder isn’t turned on for your workspace. See Feature availability.

Video: Create Custom Project Forms with Menaia (2:22)

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Open the Forms page

1

Go to Settings

Open Settings from the main navigation.
2

Choose Forms

Under System Configuration, select Forms. The page lists your forms in two groups: Active Forms and Inactive Forms.
Each form appears as a card showing its number of Fields, how many Submissions it has, and the date it was Created. Use Search by form name… at the top to find one quickly.

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Create a form

1

Start a new form

Click Create New in the top-right. The Create Form page opens.
2

Fill in the form details

In the Form Details card, set:
  • Form Title — the name your team sees when picking a form. Required.
  • Form Category — where the form is used. Project is the category available today. Required.
  • Branches — the branches that can use this form. Pick at least one. Your team only sees forms assigned to their branch.
  • Inactive — leave this off for a form you want in use now. Turn it on to keep the form hidden so it won’t receive submissions.
3

Add fields

Add the questions your team will answer. See Add fields below.
4

Set up what happens on submit

In the Submit Settings card, choose the button label, the confirmation, and who gets an email. See Submit settings.
5

Save

Click Create Form. The form is saved and you’re returned to the Forms page.
If something is missing when you save, you’ll see Failed to save form and the fields that need attention are highlighted — for example, a missing title, category, or branch.

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Add fields

On a computer, the Add Fields panel sits on the right. Click a field type to add it to the bottom of the Form Fields card. On a smaller screen, use the Select field dropdown at the top of the Form Fields card instead.

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Field options

Each field you add shows its own settings:
  • Label — the question or name shown next to the field.
  • Required — the form can’t be saved until this field is answered.
  • Default value — an answer that’s already filled in when the form opens. Available on Text, Text Area, Number, Radio, and Select. For a Date field it’s called Default Date. For Radio and Select, enter the label of the option you want preselected.
  • Checked by default — on a Checkbox field, starts the box ticked.
  • Allow multiple files — on a Media field, lets the person upload more than one photo.
For Select fields, click Add Option to add each choice. For Radio fields, the button is Add Attributes. Every Select and Radio field needs at least one option. A Message field has a text editor instead of these settings. Write the text you want people to read at that point in the form.

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Reorder and remove fields

  • Reorder — drag a field by its handle on the left to move it up or down. Options inside a Select or Radio field can be dragged the same way.
  • Remove — click the trash button on a field, or next to an option, to delete it.
Photos uploaded through a Media field are also saved to the project’s media, in the Forms folder.

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Submit settings

The Submit Settings card controls what happens when someone submits the form.
  • Submit Button Label — the text on the form’s submit button, such as Submit Form. Optional.
  • Confirmation Type — choose one:
    • Show Message — enter a Confirmation Message, for example Thank you for your submission. Required with this option.
    • Redirect to URL — enter a Redirect URL for a page in Menaia. After submitting, the person is taken to that page. It must start with a forward slash, or you’ll see Enter a valid path starting with /.

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Email Submissions To

Choose who gets an email each time the form is submitted. The email includes the form’s title and every answer. Use the three tabs to pick recipients, and combine them however you like:
  • Roles — everyone with the selected roles in the project’s branch.
  • Users — specific people on your team.
  • Emails — any email address, including people outside your workspace. Type an address and click Add (or press Enter). Click the × on an address to remove it.
If no one is selected, the form still saves submissions — it just doesn’t send an email.

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Preview a form

Click Preview at the top of the page to see the form the way your team will see it. A Preview Mode banner confirms you’re looking at a preview, and nothing you enter is submitted. Click Edit to go back and keep making changes.

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Edit a form

1

Open the form

On the Forms page, open the ⋮ menu on the form’s card and choose Edit Form.
2

Make your changes

Change the details, fields, or submit settings. The Update Form button stays inactive until you’ve changed something.
3

Save

Click Update Form.

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Archive or delete a form

From the ⋮ menu on a form’s card:
  • Archive Form — moves the form to Inactive Forms. It can no longer be attached to projects. Forms your team already completed stay on their projects.
  • Unarchive Form — on an inactive form, restores it to Active Forms so your team can use it again.
  • Delete Form — permanently removes the form. This can’t be undone.
If you might need a form again, archive it instead of deleting it.

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Where completed forms show up

Your team fills out forms from the Forms tab on a project. The Select Form list there shows active Project forms assigned to their branch. Completed forms stay on the project, where anyone with access can review or edit them. See Forms and checklists.

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What’s next

Forms and checklists

See how your team fills out, edits, and removes forms on a job.

Settings overview

Find every section of Settings and what it controls.