Build Quick Forms: Create Simple Tools for Consistent Data Collection

Less Paperwork. More Consistency. Better Information.

How does your agency collect information that doesn't fit neatly into an existing form or workflow?

Maybe one department uses a spreadsheet to track activities. Another relies on a Word document. Staff at different centers collect the same information using different questions, and someone eventually has to bring everything together.

Sound familiar?

When information is collected inconsistently, it can create unnecessary work, make reporting more difficult, and leave managers wondering whether they're getting the complete picture.

What if your team could create simple, standardized forms directly in GoEngage?

Create the Forms Your Team Needs—Without Making the Process Complicated

Join us for this FREE 60-minute GoEngage Power Hour to explore how Quick Forms can help your agency simplify and standardize everyday data collection.

We'll introduce the fundamentals of building Quick Forms, from identifying the information you need to choosing appropriate fields and organizing questions into an easy-to-use format.

Using practical examples, you'll learn how to approach form design with both the person completing the form and the person reviewing the information in mind.

Whether you're creating a simple internal checklist, collecting program feedback, or documenting routine activities, this session will help you understand how Quick Forms can support more consistent workflows.

You don't need to be a technical expert to create a useful form. You just need to know what information your team needs and how it will be used.

What You'll Learn

1. Identify Opportunities to Use Quick Forms - Not every data collection need requires a complicated process.

Explore situations where a simple Quick Form may be a practical alternative to paper documents, spreadsheets, or informal tracking methods.

We'll discuss how to recognize opportunities to standardize recurring information collection across staff, departments, or locations.

2. Plan Your Form Before You Build It - A good form starts with a clear purpose.

What information are you collecting? Who will complete the form? How will the information be used?

Learn why answering these questions first can help you create forms that are easier to complete and more useful to your agency.

3. Choose the Right Fields and Questions - The questions you ask influence the quality and consistency of the information you receive.

Explore the fundamentals of selecting available field types, organizing questions, and creating a logical flow.

We'll discuss practical considerations for making forms clear, concise, and easy for staff to understand.

4. Build a Quick Form in GoEngage - See how to approach creating a Quick Form using GoEngage's form-building tools.

We'll walk through the basic process of setting up a form, adding questions, and reviewing the design before putting it into use.

The focus will be on building a simple, practical form rather than exploring advanced configuration.

5. Create More Consistent Data Collection Workflows - A form is only useful if people understand when and how to use it.

Learn why consistent instructions, clearly defined responsibilities, and thoughtful form design are important when introducing a new data collection process.

We'll discuss how standardized forms can help reduce variation in the information collected across departments and locations.

6. Review Your Form Before Staff Begin Using It - Even a simple form deserves a final review.

Explore practical considerations for checking question wording, confirming that necessary information is included, and making sure the form is understandable to the people who will complete it.

Why Attend?

Collecting information should be simple. Using that information should be even easier.

Learning how to build Quick Forms can help your agency:

• Standardize data collection by giving staff a consistent way to record information.

• Reduce unnecessary paperwork by identifying opportunities to replace manual forms and informal tracking methods.

• Save staff time by creating reusable forms for recurring activities.

• Improve data quality by using clear, consistent questions and fields.

• Support more organized workflows by establishing a common process for collecting information.

• Reduce confusion across departments by helping teams use the same forms and instructions.

• Get more value from GoEngage by taking advantage of its form-building capabilities.

One Hour. One Form. A More Consistent Way to Work.

Think about one form your agency uses regularly.

Is it easy to complete? Does everyone collect the same information? Are staff spending unnecessary time managing paper copies or combining information from different sources?

A thoughtfully designed Quick Form could be a practical first step toward improving that process.

Join us for this free GoEngage Power Hour and discover how to create forms that make everyday data collection simpler, more consistent, and easier for your team to manage.

FREE for GoEngage Customers | September 21, 2027 | 60 Minutes

Build It Once. Use It Consistently. Make Data Collection Easier!

Recommended Setup for Hands-On Participation

For the best experience, we recommend using two screens or devices—one to watch the live Zoom workshop and another to work directly in GoEngage.

Don't have two monitors? No problem! Join Zoom from a tablet or second device while keeping your computer available for the hands-on activities.