Oneteam

In this article we explain how you can manage the Forms & Checklists in Oneteam.

Forms & Checklists

Why use Forms in Oneteam?

Why use Checklists in Oneteam?

Turn manual processes into digital forms and checklists, and analyse the submissions

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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Nederlands

English

Setting up and using custom user properties

Using webhooks in Oneteam

Creating reports in Forms

Managing managers and primary assignments

Structure and create evaluation cycle for performance management

Dragging documents into the chat and timeline

Previewing Excel files in documents

Assigning integrations permissions without superadmin access

'Other' option to multiple choice questions

New this quarter

Oneteam Starter Guide

App support requirements

Setting up Oneteam

Oneteam starter guide - new organization admins

Introduce Oneteam to employees

Getting started

Settings

Structure & management

Oneteam platform structure

Organization Groups

Community Groups

New: (Semi-)Public organisationgroups

What is the Hub in Oneteam?

Use cases for organisation groups

Structure & groups

Assign administrator roles

Assign user permissions as an organization admin

Examples of roles and user permissions

Roles & permissions

Manage employees manually

Manage employees automatically (with an integration)

The employee profile

Notes in user profiles

Managing employees

Statistics in the organization dashboard

Employee statistics

Community statistics

Statistics

Timeline & Chat

Chat read receipts

Organization Messages

Internal linking within Oneteam

Birthdays and Anniversaries

Narrowcasting: share Oneteam on screens at your location

High-fives: company values

How do I increase engagement and activity?

Examples of timeline messages to increase engagement

Communication

Modules

Academy: improved design

Onboarding

Examples of onboarding modules

E-Learning

Examples of E-Learning modules

Multilingual support for Academy

Create Academy courses with AI

Academy

AI Buddy document creation tips

Understanding the AI Buddy analytics

AI Buddy

Create, send and export Surveys

Tips, templates and analysis surveys results

Summary dashboard surveys

Exporting results

Pulse survey

Onboarding Survey: purpose, timing and best practices

Surveys Pro of Oneteam

Surveys

Manage and create Events

Why use Events in Oneteam?

Events

Why upload documents in Oneteam?

Documents & Knowledge Base

Schedules

Flexchange: part of Calender

Schedules, Calendar & Flexchange

Integrations currently available in Oneteam

Synchronization with an integration

Integrations & API

AFAS

AFAS Get Connectors

Bork

Employes

Loket

ManusPlus

NMBRS

Nostradamus

Shiftbase

Integrations

Setting up SAML SSO for external services in Oneteam

API, webhooks & SSO

Community settings

Create community groups

Timeline & Messages

Manage colleagues

Assign roles and user permissions as a community admin

For community admins

For employees

How do I download the Oneteam app?

Logging into Oneteam

My account

Privacy at Oneteam

How to delete your Oneteam account

App & account

Messages

Videos, images and GIFs

High five

The Academy

Surveys and anonymity

Calendar

Flexchange

Using Oneteam

Frequently asked questions about the own company app

Your own company app