> ## Documentation Index
> Fetch the complete documentation index at: https://docs.menaia.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Forms and checklists

> Fill out, save, edit, and remove the forms and checklists attached to a job — all from the Forms tab on the job's project page.

Many jobs come with forms and checklists your team needs to complete on site — things like a safety check, a job walkthrough, or a sign-off. You handle all of them from the **Forms** tab on the job's project page. Pick the form you need, fill it in, and save it. Everything you complete stays on the job so anyone with access can look it up later.

<Note>
  The forms themselves are built by Admins in Settings and assigned to branches, so the picker shows the active forms for your branch. If the list is empty, see [Forms](/guides/settings/forms) or ask an Admin to set one up.
</Note>

<Frame caption="Video: How Workers Find and Fill Forms (1:12)">
  <iframe className="w-full aspect-video rounded-xl" src="https://www.youtube-nocookie.com/embed/ojjLg8ZNpCw" title="How Workers Find and Fill Forms" frameBorder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerPolicy="strict-origin-when-cross-origin" allowFullScreen />
</Frame>

## Open the Forms tab

<Steps>
  <Step title="Open the job">
    Click a job on the **Jobs** list. It opens the client's project page on the **Overview** tab.
  </Step>

  <Step title="Switch to Forms">
    Click the **Forms** tab in the row of tabs across the top of the project. This is where every form for the job lives — the ones still to be done and the ones already completed.
  </Step>
</Steps>

## Fill out a form

When no forms have been completed yet, the page shows **No forms have been completed yet** with a prompt to **Choose a form below to get started**.

<Steps>
  <Step title="Choose a form">
    Click **Select Form** and pick the form you need from the list. If the menu reads **No forms available**, there are no forms set up for your branch yet — see [Forms](/guides/settings/forms).
  </Step>

  <Step title="Answer the fields">
    The form opens in a window. Work through the fields — they can be short text answers, longer notes, numbers, dates, dropdown choices, checkboxes, email addresses, and photo uploads. Required fields must be answered before you can save.
  </Step>

  <Step title="Save it">
    Click the save button at the bottom of the form. You'll see a **Form submitted** confirmation, and the form moves into the completed list on the page.
  </Step>
</Steps>

<Tip>
  Some forms include a photo field. Use it to attach pictures from the job straight to the form — for example, before-and-after shots or proof that a step was finished.
</Tip>

## Review completed forms

Once a form is done, it appears as a card under **Completed Forms**. Each card shows the form's name, who completed it (**Created By**), and the **Date** it was filled in. If a job has many completed forms, use the page controls at the bottom to move between pages.

## Edit a completed form

Need to fix an answer or add something you missed? You can reopen any completed form.

<Steps>
  <Step title="Open it for editing">
    On the form's card, click the **pencil** button. The form reopens with your earlier answers already filled in.
  </Step>

  <Step title="Make your changes and save">
    Update whatever you need, then save. Your edits replace the earlier version.
  </Step>
</Steps>

## Delete a completed form

If a form was filled in by mistake, you can remove it — when your role allows it. Cards you're allowed to delete show a **trash** button.

<Steps>
  <Step title="Click the trash button">
    On the form's card, click the **trash** button.
  </Step>

  <Step title="Confirm">
    A dialog asks you to confirm. Click **Delete Form** to remove it for good, or **Cancel** to keep it.
  </Step>
</Steps>

<Note>
  Deleting a completed form can't be undone. If you only need to correct an answer, edit the form instead.
</Note>

## What's next

<CardGroup cols={2}>
  <Card title="Job overview" icon="briefcase" href="/guides/jobs/overview">
    See how the Forms tab fits alongside everything else you can do on a job.
  </Card>

  <Card title="Complete the inspection report" icon="clipboard-list" href="/guides/jobs/complete-inspection-report">
    Capture the fuller record of a site visit when your team uses inspection reports.
  </Card>
</CardGroup>