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How do I use the Forms from the Workload feature?

Katie avatar
Written by Katie
Updated this week

Once you have created a Workload for a student and saved a task checklist from our pre-made Task Groups, you will see a list of actions for Forms that correspond to certain tasks. To view the actions for a Form, click on the three dots under the Actions column:

1) Open Form: This will navigate you to the Form for you to view or complete yourself.

2) Copy Form Link: This copies the link to your virtual clipboard, which you can then paste into an email to send to a teacher or parent.

3) Download Form PDF: When a form is completed by yourself, a parent, or a teacher, you can click Download Form PDF to see the results. You can also view the results from the Documents tab of a student's Caseload profile.

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