In this article, you will learn how to deploy pre-created forms as an Action task and send them to individual employees or by segment or groups.
If you haven't read our article about Actions, you may check the article here
To deploy form via Action
Login to the Qualee console and visit Actions
Click Create action
Select Single action
In the Type line item, click the drop-down menu and select Forms
Under Form, click the drop-down menu and select a template
Next, invite employees individually or by segment
Specify send and due date
Add a brief introduction
Click Create action
You can monitor the progress in the Action Status section
By clicking on the ellipsis on the right side of the action item, you may choose to:
Send a reminder
Cancel action
View response
Once a response is made, the last updated and status column will automatically be updated by the system.