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How to Use Collaborative Forms

Collaborative Forms in Redlist allow multiple authorized users to work on the same form at the same time.

K
Written by Kristal Ruiz
Updated yesterday

Collaborative Forms are ideal for shared inspections, compliance documentation, or any scenario where multiple team members provide input. Each change is saved and synced across devices every minute (when online), with each update recording the user and timestamp for accountability.

  • Enable: Forms can be marked as “Collaborative” in form settings.

  • How it Works: Assign the form as required to a task. All users with permissions to the assigned board can see and edit the draft.

  • Syncing: Works online for real-time updates; offline inputs sync when reconnecting.

  • Visibility: On mobile, drafts show for all users (Android and iOS, bug under review for iOS). On web, drafts visible only via the forms tool.

  • Tracking: Each form field logs latest user and update time, visible in UI.

  • Limits: No restrictions on number of collaborators.


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