Understanding Teams

Teams on Reform are a way to collaborate and manage forms efficiently. This document will help you understand what a team is, its purpose, and how it can benefit you and your collaborators.

What is a Team?

A team on Reform is a group of users who work together on shared projects and forms. When you create an account, a default team with your name is automatically created. 

You can then create additional teams as needed. 

1. Click on the "Create new team" button in the team dropdown.
2. Enter the name for your new team and click on “Create team”.
3. Once created, you will be automatically assigned as the owner of the new team.
4. You will now see your newly created team listed in the team dropdown.

Purpose of Teams

• Collaboration: Teams enable multiple users to collaborate on the same forms, ensuring everyone has access to the necessary resources and information.
• Organization: By dividing work into teams, you can keep projects organized and manage them more efficiently.
• Role Management: Teams allow for clear role assignments and permissions, making it easier to control access and responsibilities within projects.

Example Teams

• Sales Team: Collaborates on creating and managing sales inquiry forms, order forms, and customer feedback forms. 
• Marketing Team: Develops and distributes marketing campaign forms, survey forms, and lead capture forms. 
• Event Planning Team: Manages event registration forms, attendee feedback forms, and event logistics forms. 
• HR Team: Handles job application forms, employee feedback forms, and internal surveys. 

Benefits of Using Teams

• Centralized Management: Manage all your forms and projects in one place, accessible to all team members.
• Streamlined Communication: Improve communication and collaboration among team members through shared access and visibility.

By utilizing teams, you can enhance collaboration, improve project management, and streamline your workflow on Reform. If you have any specific needs, suggestions or have questions, please contact us at [email protected]. We're here to assist you!