START HERE
Set up your first business form
You need one decision, the fields that support it and a place to store the answer. The goal is a form that is easy to complete and easy to act on.
1. Name the decision
Write what you will do with the answers.
If a field does not change the decision, question it.
2. Group related fields
Put contact, context and next step in a sensible order.
A shorter form is easier to complete.
3. Test the labels
Ask someone to complete it without help.
Ambiguous labels create follow-up questions.
4. Store the next step
Record the owner, date and action with the form.
A form without a next step is an archive.
A QUICK CHECK
Before you begin
- The form has one clear purpose.
- Every field has a use.
- The labels are understood without help.
- The record has an owner and next step.