Add a form or a tool to your project

To add a form or a tool to your project, you must open the form or tool from the template repository on your Qeystone site.
  1. In the Roadmap, right-click a phase, choose New, and then choose a tool, such as a form or a process map.
  2. (Optional) From Viewing, choose an category to narrow your choices. Uncategorized shows templates that have an empty Category field.
  3. Choose a template.
  4. Click OK.

To make a specific form appear in the workspace every time you open the project, right-click the form and choose Set as Startup Form.

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