In this post you’ll learn how to optimize your work by recycling your best forms. There are two ways to do so…
Duplicate the entire request
This will copy all the form fields without copying the recipients. Change the request name, make small tweaks to the form, add new recipients, and voila!
Keep adding recipients to a single request
Just make sure the request name & the form are versatile enough to fit multiple people. Then keep adding new recipients — each one will get an individual due date (that’s why we didn’t include due date in the reminder schedule when we designed the app). This works great for common tasks like vetting prospects with the same questionnaire, or onboarding podcast guests.
For more examples, read about top 5 use cases if you haven't yet.